Conference Day Two: 16 September 2010, Thursday

Conference Day One: 15 September 2010, Wednesday »

Conference Day Two: 16 September 2010, Thursday »

last modified: 07 September '10

9am

Chairperson’s opening remarks

Mr Daniel Braverman,

Partner, Cleary Gottlieb Steen & Hamilton LLP

CAPITAL RAISING PROSPECTS OF RUSSIAN & CIS CORPORATIONS IN THE ASIAN EQUITY SECURITIES MARKET

9.10am

What can the Hong Kong capital market offer for Russian companies?

• Overview of the capital market in Hong Kong and opportunities for Russian companies Clarifying the implications of changing IPO listing requirements on HKEX for Russian companies How has the Rusal listing impacted other potential IPO seekers from Russia?

Mr Ronald Arculli,

Chairman, Hong Kong Exchanges & Clearing Ltd

9.30am

Panel discussion Exploring equity capital raising options & prospects for Russian and CIS corporates in Asia

• Outlining key considerations and strategies for Russian and CIS companiesWhat lessons can Russian and CIS companies draw from recent case studies?

Mr Daniel Braverman,
(Moderator)

Partner, Cleary Gottlieb Steen & Hamilton LLP

Mr Marshall Nicholson,
(Confirmed)

MD, Global Head of Equity Capital Markets & Vice Chairman of the Investment Banking Division, Bank of China International

Mr Marc Yates,
(Confirmed)

Partner, Ogier

Ms Claire Suddens-Spiers,
(Confirmed)

Head of Asian Equity Capital Markets, Rothschild

10.10am

Q&A time with session speakers

10.20am

Morning refreshments

ASIAN DEBT SECURITIES MARKET OUTLOOK & STRATEGIES

11am

Evaluating the opportunities & risks for Asian investors in Russian government and corporate bonds

• Russian economic outlook and global investor sentiments Evaluating and pricing political risks, exchange rate volatility and fluctuating oil prices

Mr Jan Randolph,

Director of Sovereign Risk, Country Analysis and Forecast, IHSGlobal Insight

11.20am

Panel discussion Tapping into Asian debt market for capital – Assessing Asian bond investors’ risk appetite and investment trends and the opportunities for Russian & CIS corporates currently

• Overview of the current bond market and investment trends in Asia What are the specific concerns and investment priorities of Asian debt investors towards Russian and CIS assets?Case studies of successful bond issues

Mr Brian P Baker,
(Confirmed)

President, PIMCO Asia

Ms Cecilia Chan,
(Confirmed)

Chief Executive Officer, HSBC Global Asset Management

Mr Stephen Wermert,
(Moderator)

Head of Regional Business Development for Central Asia and the South Caucasus, Asian Development Bank

Mr Samson Lee,
(Confirmed)

Executive Director, Head of Debt Capital Markets, Financial Products Division, Bank of China International

12pm

Q&A time with session speakers

12.10pm

Networking lunch

PRIVATE EQUITY INVESTMENTS IN RUSSIA & CIS – SEEKING THE MOST VALUABLE OPPORTUNITIES

1.30pm

Panel discussion Unlocking the potential of undervalued assets in Russia & CIS – Where, when and how to invest?

Analysing the real value of ‘undervalued’ assets in this current economic climate – do they still exist?
How can investors gain access to assets in highly regulated sectors in Russia and CIS?
Choosing the right exit strategy - What are the key factors to consider?

Mr Vladimir Andrienko,
(Confirmed)

Managing Director, Russian Partner

Mr Colin Breeze,
(Moderator)

Founder, Breeze Ventures Management

Mr Andrei Movchan,
(Moderator)

CEO, Managing Partner, Third Rome

Mr Eric Rasmussen,
(Confirmed)

Director, Industry, Commerce & Agriculture, EBRD

2.10pm

Q&A time with session speakers

2.40pm

Afternoon refreshments

INVESTING IN RUSSIA & CIS THROUGH MANAGED FUNDS

3.10pm

Outlook of hedge fund industry in Russia & CIS and the opportunities for foreign investors

• Analysing key trends in the region’s hedge fund market Identifying opportunities for new entrants in Russia’s hedge fund industry

Mr Peter Halloran,

Chief Executive Officer, Pharos Financial Group

3.30pm

Panel discussion What are the top 5 risk factors in investing in Russia and CIS companies today? How does Russia and CIS compare to other emerging regions currently?

• How has the economic crisis shifted the balance of power to emerging market funds?Analysing the attractiveness of Russian focused funds as compared to other BRIC focused funds How do LPs select between Russian investment funds with little or no track record?

Ms Karine Hirn,
(Confirmed)

Chief Executive Officer, East Capital

Mr Charles Stucke,
(Confirmed)

Chief Investment Officer, Guggenheim Partners LLC

Mr Plamen Monovski,
(Confirmed)

Chief Investment Officer, Renaissance Asset Managers

4.10pm

Panel discussion: Investment directions of Russian funds – Outlook on potential investment opportunities in different sectors and the expected returns

• Evaluating different investment approaches towards Russian equity market – process and growth potentialExploring risk factors in the region and mitigation strategies What returns can investors get from investing in different sectors in Russia?

Mr Tomas Olsson,
(Confirmed)

Partner, Prosperity Capital Management

Mr Alexander Pugach,
(Confirmed)

Chief Executive Officer, URALSIB Asset Management

Mr Andrei Movchan,
(Moderator)

CEO, Managing Partner, Third Rome

Mr Vladimir Kirillov,
(Confirmed)

CEO, TKB BNP Paribas Investment Partners

4.50pm