Global Export Finance - Euromoney Institutional Investor PLC

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andpresent the7th Annual Glob8th November 200619.00 “Icebreaker” pre-conference drinksreceptionSponsored byDAY ONE - 9th November 200608.15 Registration and coffee09.00 Chairman’s opening remarksAlberto Conde, Head of Global Trade Finance,BBVA09.10 PANEL: Assessing the modern ECA Have the rules of export finance changed forever?Who now calls the shots? Can export finance keep up with the worldwidedesire for emerging market investment and growth?Are agencies still relevant in high volume, low risk,low margin emerging markets? Should we only have one European ECA? Canstand-alone ECAs survive? The modern ECA: Supporter of capital goodsexports or creator of jobs? Can ECAs adopt a more flexible approach todecision making and premium setting whenrelated to corporate risk? Is ECA policy cost stillreflective of risk? ECAs versus the private sector: The dangers andadvantages of ECAs competing with commercialfinancial institutions Assessing ECA feeling in emerging markets off-thebeaten track: How restrictive are IMF guidelines onlending to high debt nations? Is project finance replacing export finance as ECAtool of choice? A more positive spin: 2007 success stories intraditional ECA finance What more can banks and exporters do for ECAs? How can ECAs act appropriately to differentpolitical scenarios? Financing ECAs and securitisation of guarantees:How can this increase the realm of agency activity?John McAdams, Senior Vice President,Head of Export Finance, US Exim BankGianluca Bravin, Managing Director,Head of Business Development, SACEMarc Murcia, Director, Head of Mediumand Long Term Department, CofaceTadashi Maeda, Deputy Director General,International Finance Department 2, JBICKimberly Wiehl, Secretary General, Berne UnionLiang Zhidong, Executive Vice President,Sinosure10.00 Creating a whole new market:Local currency lending How to structure non-convertible currency Problems of timing on larger projects withlonger tenors Making the transition from lending to local banks tolending to local corporates Increasing corporate transparency and improvingthe financials in order to seek credit committeeapproval: Improving credit risk in deals whererevenue is in local currency Are local banks still necessary? Why is local currency financing yet to take off in theway that has been expected? Unfolding ECA policy on local currency finance:The coverage is separate, but is the risk the same?The possibilities of multisourcingKimberly Wiehl, Secretary General, Berne Union10.30 Coffee and networking11.30 PANEL: The future for export finance -a market overview Cutting one’s nose to spite one’s face: Exportfinance price predictions for 2007 The threat from hedge funds, equity funds, and newcapital market players Capital market securitisation: Threat or opportunity? A look at new and old markets, those for the futureand those for the past - Is the pie shrinking? Is thepie just getting thicker? Global liquidity and emerging market riskdominating international business flows: How longis this sustainable? Decreased funding costs: Are certain deals nolonger bankable? Highlighting short term gaps in the market New deal origination: Where is the next onecoming from? Where is the workshop of the modern world?Assessing different institutionalapproaches to the challenges facingthe market: How to keep exportfinance competitive• Innovate or die: Taking a more structuredapproach, developing niche markets off-thebeaten-trackand cultivating the second tier• Competitive lending for future market share: Isthis sustainable in an over-capacity market?• Export finance as a relationship tool: Marketingdirectly to emerging market borrowers and crosssellingcapital markets services• Balance sheet lending and the profitabilityapproach: How important is a large bankbalance sheet?• Whistles and bells: Combining export finance withcredit derivatives, M&A, commodity finance,leasing, project finance and other debt products• Strength through volume: What is the catalyst forincreased deal volume? Providing semistructuredand hybrid solutions• Just waiting for the next crisis?• Competing on local presence: Supply chainfinance, cash management and retail bankingas a gateway to new export finance clients inemerging marketsPierre-Joseph Costa, Global Head of ExportFinance, BNP ParibasFrederic Genet, Global Head of ExportFinance, SG CIBHenri D’Ambrieres, Global Head of ExportFinance, CalyonAlberto Conde, Head of Global Trade Finance,BBVASenior Representative, Citigroup12.30 Local cost finance:The impact for different players Using ECA covered loans with increasing levels oflocal contentPolitical and sourcing issues when consideringECA involvement: How political is the ECAdecision-making process? Obtaining information and dealing with differentlocal logistics and regulation How much ECA-business can be throughoffshore manufacturing? Assessing the role ofthe modern ECA Justifying “Made by” to government and electorate How useful and practical has ECA support provedto be for exporters? Can we still talk about origin of goods in a clearcut way? Case study analysis: Siemens in Brazil, Russiaand ChinaGianluca Bravin, Managing Director,Head of Business Development, SACE13.00 Lunch* Subject to final confirmationSTREAM A14.30 Russia and the CIS: More opportunities than ever? Russia the importer: Who still wants export finance? Entering the second tier Does sovereign risk still exist? Remembering the Russian crisis Russia the exporter: Can Russia become a serious contender in the export market? Dealing with local banks in Russia: Performing necessary due diligence and gettingECAs comfortable with bank and corporate risk Assessing Russian corporate moves to unstructured capital markets Focus on Eastern Europe, Central Asia and the Caucasus Doing business in CIS countries with high levels of government control Establishing credit lines in Belarus, Azerbaijan and beyondBoris Zubarev, Head of Funding, Ilim PulpPeter Trepte, Partner, Thelen & Reiners15.15 Impact of the demand for metals on the demand for exportfinance solutions The effect of consolidation and M&A activity in the metals sector Second tier steel in Latin America, Russia and the CIS The impact of Chinese demand and the effect on price Steel price assessment and forecast Implications for the mining sectorColin Heritage, Managing Director, Stemcor Trade FinanceSTREAM B14.30 Export finance rising to the challenge: Can a deal flow to Africabe established? Review of balance of payment issues and the impact on ECA activity in the region Improvement in corporate risk in countries like Nigeria and Algeria New countries getting a look in: Focus on Cameroon Can Africa ever shake the shackles of being labelled a commodity driven economy? The new Gulf? Africa as a battleground to satisfy energy demand SME finance through local banks in North Africa Financing new construction opportunities in Africa South-south trade: Brazilian and Chinese involvement where others do not coverRoland Pladet, Chief Underwriting Officer, African Trade Insurance AgencyGeorgina Baker, Senior Manager, Global Financial Markets Department,IFC, The World Bank GroupMartinus Hartman, Head of Export and Project Finance, Siemens BelgiumHans Slock, Head of Country Policy and Portfolio Management, ONDJean-Louis Ekra, President, AfreximbankMandisi Nkuhlu, General Manager, Professional Services, ECIC South Africa15.15 Why has India been a traditionally tough market for exportfinance? Is this changing? Contending with Indian withholding tax Exploring tax treaties between India and other competitive emerging markets Infrastructure issues in India Financing Indian exports in the short and long term Constraints in using rupee guarantees Indian price sensitivity: Finding the right solution Impact of offshore financing and offshore manufacturing ECA finance as fund diversification for large Indian corporatesV. Viswanathan, General Manager, ECGC India© Trade Finance and Euromoney Seminars 2006
al Export Finance Conference Hilton Cavalieri, Rome • ThC O N F E R E N C E A G E N D ASTREAM A continued15.45 How export finance can provide a solution to infrastructureneeds in emerging markets Financing construction companies in emerging markets The importance of municipal and sub-sovereign finance in transport infrastructuredeals: How able are ECAs at supplying the required coverage? Impact of EU enlargement on sub-sovereign finance Who holds the final budget – Local or National? Risk management in long term infrastructure projectsHenri D’Ambrieres, Global Head of Export Finance, Calyon16.15 Coffee and networking16.45 Telecoms: Financing carriers and emerging market start-ups The impact of the internet and the rise of mobile telephony Assessing deals in different markets The need for speed: Why agency decisions must be quick in the hi-tectelecoms market What can banks and agencies do to ensure telecoms infrastructure investmentin the markets that need it most?Topi Vesteri, Executive Vice President, FinnveraMichel Hubert, Export Finance, OrascomChan Yew Thai, Director, MaxisPirjo Pakkanen, Director, Customer Finance, NokiaPascal Serre, Head of Project and Export Finance, Alcatel China17.30 Islamic finance: Creating new markets and attracting new investors Accessing petrodollars Highlighting key markets for growth in Islamic finance: Indonesia, Middle East,Nigeria... Understanding the implications of shari’ah law How to make a match with export finance Are ECAs prepared to be flexible when it comes to creating Islamic finance solutions? New activity in the Middle East: So why export finance? Evaluation of potential in project finance as an alternative to asset finance andplain vanilla lending How flexible can the agencies be here? Taking a back seat to local banks and commercial lendingDrinks reception at the Terrazza degli Aranci Sponsored by:STREAM B continued15.45 Financing shipping exports from Asia Assessments on ship value Considerations related to demand, commodity prices and freight rates How does shipping finance differ to other export finance? Evaluating emerging ECA support in this area The importance of ECA fixed rate coverage in the shipping market Use of co-financing in shipping transactions Shipping from Asia to the rest of the world with ECA backingGodwin Chang, Managing Director, Head of Export Finance – Asia, SG CIBSenior Representative, Korea EximLiehui Yang, Deputy General Manager, Export Credit Department, China Eximbank16.15 Coffee and networking16.45 A critique of CEE and Turkey: The impact of EU enlargementfrom an export and import perspective Why is CEE yet to become the exporting centre it should be? A look at the work of CEE ECAs Importer perspectives: Sub-sovereign municipal finance in the transport sector What does further EU accession mean for ECA coverage? Must new productsbecome available? Impact of EU enlargement grants and new EU compliant regulation What will further enlargement mean for trade in Russia and CIS? Will there be many new participants into the financial markets? Export finance versus capital markets: What is happening in Turkey? So many laws so little time: Working within the regulatory systemPavol Parisek, Managing Director, Chairman of the Board of Directors, EGAPAhmet Kılıcoglu, CEO, Turk EximbankDocho Karadochev, Executive Director, BAEZFerdinand Schipfer, Senior Director, Export Guarantees, OeKBLadislav Vaskovic, CEO, Eximbanka Slovak RepublicPeter Haag, Managing Director, VA Tech Finance17.30 Latin America: The best of times? Using commodity finance as an in-road to export finance: Merging export financewith pre-export finance solutions Mining finance and steel production in the region Issues of expropriation and populist politics: A good old-fashioned Latin Americancrisis or serious development How much of the Latin economic system is still reliant on high commodity prices Financing flows from Latin America and China Why are cash-rich Latin corporates continuing to borrow? Catering for the impending ethanol boomVinicio Fonseca, Director, OdebrechtIsac Zagury, CFO, Aracruz CeluloseFabrice Serfati, Manager, Corporate Finance, Vitro*Adriano Pascoaloto, Director, Corporate Finance, Votorantim*Marcelo Franco, Director, SBCE*DAY TWO - 10th November 200608.40 Morning coffee and refreshments09.00 Chairman’s opening remarksValentino Gallo, Managing Director, Export andAgency Finance, Americas, Citigroup09.10 Convergence: Export finance workingin tandem with other sectors Commodity finance / project finance / shipping /aviation / infrastructure / capital markets / tradeservices / M&A How working with other sectors makes takingcorporate risk easier Creating strong corporate relationships Looking at complex structures involving off-takingand multisourcingLeonhard Fehr, Managing Director,Head of Emerging Debt Capital Marketsand Trade Finance, HVB Corporatesand Markets, Part of Unicredit Group09.40 Exploring south-south trade: The newkids on the export finance block Emerging ECA due diligence considerations:Track record / OECD guidelines / Disputes todate / Government and economic support /Budget pressures How can commercial entities ensure their place atthe table for this important industry development? The inter-relationship between south-south trade,multisourcing and local cost financing What are the hot sectors for south-south exportfinance activity? Financing emerging market construction activities Proof of the pudding: How emerging ECAs cancreate a regular deal flow New agencies and manufacturers: Willing to gowhere none have gone beforeDaniel Riordan, Managing Director,Zurich Emerging Market Solutions10.10 A guide to global sovereign andpolitical risk Exploring the implications of global utility privatisation To what extent does political risk still exist? Deciphering political, commercial and economic risk Where do threats still remain? Islamic terrorism,Latin American expropriation, African corruption,environmental crisis, Asian economic risk – Whatcan be covered? Political risk insurance at what cost? Comparative analysis of insurance cover available Local and international coverageMichael Bond, Head of Political Risk, ZurichNila Davda, Senior Underwriting Officer,Sovereign Risk Insurance10.40 Coffee and networking11.20 PANEL: How Basel II will revolutionisethe export finance industry Basel II funding vehicles and the risk for ECAs Do we understand the effect of Basel II yet? The effect on transaction pricing Is there adequate regulatory communicationand assistance? How will Basel II work in bad times? The significance of providing adequate data history:What this means for larger and smaller players Justification of internal capital exposureMichael Taylor, Partner, Norton Rose12.10 Foreign direct investment:A future role for ECAs? The battle for commodity security The full impact of Asian commodity buyout strategy Japanese untied loans: Political and economicimplications Will other countries begin to use agencies in this way? Soft loans through the World Bank Group New competitors into the marketplace Increased commodity demand plus increasedemerging market investment equals higher levels ofexport finance volumeTadashi Maeda, Deputy Director General,International Finance Department 2, JBICSenior Representative, OPIC12.40 The role of multilateral agencies inachieving real emerging marketprogress: A story to tell in Africa Providing a complimentary role to ECAs Reaching sectors that make it most The unprecedented success of the GTFP in Africa Encouraging banks and ECAs to take increasedlevels of corporate riskGeorgina Baker, Senior Manager,Global Financial Markets Department,IFC, The World Bank Group13.10 Lunch
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Global Export Finance - Euromoney Institutional Investor PLC

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