Accessing the Mongolian Opportunity - Thursday 8 December 2011
Accessing the Mongolian Opportunity - Thursday 8 December 2011
9am
Registration and breakfast
9.30am
Chairman’s opening remarks
THE FUTURE OF MONGOLIA’S ECONOMY
9.45am
Keynote address: Mongolia’s economic outlook – how will
one of the world’s fastest growing economies develop over
the next 10 years?
- Examining the current state of the Mongolian economy, what will drive growth and how will the economy develop over the next ten years?
- Assessing Mongolia’s mining wealth and China’s appetite for these key minerals
- What are the possible risks posed by Mongolia’s dependence on natural resource wealth, and can Mongolia avoid the ‘resource curse’?
- What opportunities will this economic growth present for international investors?
Managing Director for Turkey, Eastern Europe, the Caucasus and Central Asia, EBRD, United Kingdom
10.30am
Investment outlook on Mongolia
CEO, Frontier Securities, Mongolia
11am
Morning refreshments and speed networking
11.40am
What will it take to get there? Addressing Mongolia’s
investment needs and opportunities
- How much capital will be required over the next five years to realise the vision, and how can it be acquired?
- Examining the total array of opportunities presented and the vehicles used to access them
President, TDBM, Mongolia
12.10pm
How can the central bank ensure the stability of the
Mongolian financial system and economy in a period of high
growth?
- What is the purpose and objectives of current monetary policy?
- What approach is the central bank taking towards the current inflationary environment?
- What is the thinking behind the recent currency swap deal with China?
- How will monetary policy adapt as Mongolia’s economy grows, and what measures can be put in place to limit the impact of commodity price fluctuations?
Chief Representative, London Office, Bank of Mongolia, United Kingdom
ACCESSING THE MONGOLIAN OPPORTUNITY
1.45pm
Understanding Mongolia’s current situation: what do
investors need to know?
- Political, cultural and economic background: what do investors need to know when looking at Mongolia?
- What is the effect of Mongolia’s geographic proximity to China and Russia?
- Points for being successful in Mongolia
CEO, Resource Investment Capital, Mongolia
2.15pm
Mongolia in context: examining development trends in
global emerging market development and the implications
for Mongolia
- Is Mongolia a true frontier market and can it match the development of other emerging markets in the 90’s?
- Analysing Mongolia’s unique political and economic background and situation
- Examining key development metrics and the implications for Mongolia’s current and future development
Editor In Chief, Business New Europe, Germany
EVOLUTIONS AND INVESTMENT OPPORTUNITIES IN MONGOLIAN CAPITAL MARKETS
2.45pm
Afternoon refreshments and networking
3.15pm
Attracting international investors to Mongolia through London, a leading mining financial centre
- London's leading role as a mining finance centre
- Attracting international investors to Mongolia (together with MSE)
Director of Equity Primary Markets , London Stock Exchange, United Kingdom
3.45pm
Panel discussion: Identifying the top opportunities in
Mongolian equities - what are the unique properties of the
Mongolian stock market and where should you be investing?
- Mongolian equity market dynamics: what considerations should investors make before investing?
- What impact will the LSE/MSE agreement have?
- Non-mining stocks: what listed non-resource companies are positioned for significant growth?
- Identifying internationally listed stocks with Mongolian exposure, what investment profile do they offer?
- What impact will the IPOs of state owned enterprises have on the market?
- Will we see a great increase in investor flow into the Mongolian stock market over the next 12 months?
Lead Portfolio Manager, Swiss & Global Asset Management Ltd., Switzerland
President, TDBM, Mongolia
Analyst, Ocean Equities, United Kingdom
Director, Silk Road Management, United Kingdom
4.30pm
Chairman’s closing remarks and networking drinks reception