Day One: Thursday 5th March 2015
8:30am Registration and Coffee
9:15am Chairman’s opening remarks
- Jared Sarfaty, Head of Export & Agency Finance Americas, Mizuho Bank
9:30am Examining trade flows in the Americas: Which regions and sectors will be fuelling exports?
- Analysis of regional growth and capital investment forecasts
- Examining regional economic head and tail winds
- What sectors and markets present the greatest opportunity for exporters?
- Andre Loes, Head of Macroeconomic Research, Latin America, HSBC
10:00am Bank strategies post crisis: Partnering with other banks, pricing forecasts, tenors and geographies
- Pricing forecasts for the year ahead
- Given current pricing levels, what are banks doing with assets? How are banks originating to hold?
- What more can banks offer to support exporters and importers beyond risk mitigation?
- Which sectors, regions and tenors are bankable?
- Jaume Pujol, Managing Director, Capital Financing, HSBC
- Octaviano Couttolenc Mestre, Global Head of Export & Agency Finance, Santander Global Banking and Markets
- Vallentino Gallo, Global Head of Export & Agency Finance, Citi
- Phillips Lee, Head of Export Finance, USA, Societe Generale
10:45am Understanding Basel III metrics for export finance: What will be the NSFC and LCR for ECA backed loans?
- What impact will Basel III have on lending, pricing and different institutions?
- Is Basel III affecting the attractiveness of ECA guaranteed funding?
- What will be the cost of capital to finance long tenors?
- Henri d'Ambrières, Manager, HDA Conseil
11:15am Morning refreshments and networking break
12:00pm The emergence of local ECAs in Latin America and the prospects of intraregional trade
- Guilherme Laux, Managing Director, Head of Export Finance Americas, SAIN
12:30pm Aligning DFIs, Banks, ECAs and Multilaterals to utilise different sources of liquidity
- What products and programmes are they offering and how are their objectives different?
- Streamlining different entities to offer the best possible financing solution for clients
- A look at MIGA’S non honouring sovereign guarantee and the evolving role of multilaterals
- BNDES: How will their programme evolve in the coming months? Is their current model sustainable?
- Luciene Machado, Deputy Managing Director, BNDES
- Ignacio Andino, Director, Structured Finance, CAF
- Carlo Bongianni, Sector Manager, Infrastructure, MIGA
- Javier Sanchez Asiain, Head of Commercial Banking and Trade Finance, Americas, Credit Agricole
- Dr.Hendrik Holdefleiss, Head of Underwriting & Risk Management, Euler Hermes
- Richard Abizaid, Senior Vice President and Regional Manager, Americas, Zurich Credit & Political Risk
1:15pm Lunch
2:30m Analysing borrower’s funding plans: Is export finance still relevant in current conditions?
- What is driving funding plans? Pricing, tenor, diversification?
- What more would borrowers like to see from ECAs and banks?
- Securing the best source of cheap long term financing: Agencies, DFIs or Capital markets?
- Miquel Bermejo, CFO, FCC Construction
- Fernando Artaza, International Finance Director, Abengoa
- Christiane Ache, Director, Project & Export Finance, Alstom
- Antje Gibson, Vice President & Treasurer, Royal Caribbean Cruises Ltd
- Alejandro Fernandez, Finance Manager, Bunge Latin America
- Sabine Vigneron, Senior Director, Trade & Export Finance, Mizuho Bank
3:15pm Capitalising on Mexico’s booming energy and infrastructure markets: What role will export and agency finance play?
- To what extent will energy reforms open up private investment in the oil & gas and power sectors? What will this mean for trade in the region?
- How is the market reacting to the PPP Law and does it provide confidence for private infrastructure investment?
- Time frames for implementation, sponsor breakdown and expected trade flows
- Jesus Guzman, Director Corporate Finance, Nafinsa
- Gonzalo Fernandez, Head of Trade and Export Finance Mexico, Santander Global Banking and Markets
- Raul Monteforte, Chief Development Officer, Fermaca
- Jared Sarfaty, Head of Export & Agency Finance Americas, Mizuho Bank
3:45pm Refreshments and networking break
4:15pm The rise of ECA bond programmes: Will these emerge outside of the aviation sector?
- How do you launch a bond and is there demand?
- What structures, size, currencies and types of deals work? Is it a good mechanism for ECAs?
- Sector focus: Will we see deals outside of the aviation sector? What about project finance?
- James Cruse, Senior Vice President, Policy and Planning, Export-Import Bank of the United States
4:45pm Examining PPP and infrastructure frameworks across the region: What future infrastructure is being planned and how is it being financed?
- What are the pros and cons of different country models?
- How are ECAs involved in limited recourse financing?
- The potential of ECA wrapped bonds to stimulate the use of project bonds
- Steven Mayo, Director, Project & Structured Finance, Siemens
- Daniel Toledano, Managing Director, IBT Group
- Vinicio Fonseca, Head of Structured Finance, Odebrecht
- Maria Goravanchi, Director, Structured Finance, OPIC
- Jared Sarfaty, Head of Export & Agency Finance Americas, Mizuho Bank
5:30pm Chairman’s closing remarks followed by drinks reception and gala awards dinner
Day Two: Friday 6th March 2015
8:30am Registration and Coffee
9:15am Chairman’s opening remarks
- Carla Campos, Director, Project and Export Finance Americas, Capital Financing Global Banking and Markets, HSBC
9:30am Anticipating the future makeup of US Exim and implications for US exporters
- Spotlight on US Exim’s programme: What products will be curtailed and what strings will be attached?
- Is their direct lending platform equitable and fair?
- What does the future hold for US exporters?
- James Cruse, Senior Vice President, Policy and Planning, Export-Import Bank of the United States
- John Hardy, President, CEE
10:00am Understanding the evolving strategies and models of agencies in an upturn cycle: Is there a level playing field?
- Will they expand into mezzanine, debt and equity financing? Are they undercutting the market and will their commercial activities expand in the future?
- Are premiums reflective of market conditions and current pricing levels? Should there be a harmonised premium?
- Can ECAs support local currency financing?
- Ulrika Sernbrandt, Senior Underwriter, Senior Underwriter, EKN
- Eva Ohlsson, Director, Export Finance, SEK
- Lars Børre Hasle, Senior Vice President, Export Credit Norway
- Joanne Tognarelli, Chief Representative, South America, EDC
- Dr. Hendrik Holdefleiss, Head of Underwriting & Risk Management, Euler Hermes
- Jang Jin Wook, K-Sure
- Rodney Ballard, Senior Director, Mizuho
10:45am Morning refreshments and networking break
11:15am The potential of securitisation as a funding tool for export finance: How do you package up loans and bring in non-bank investors?
- Are there arbitrage opportunities for banks given CRD?
- What are the structuring, tax and legal complications?
- Is there a deep and liquid secondary market?
- Investing in export credits: What price, structures and tenors are investors comfortable with?
- Sang Han, Senior Vice President, Structured Capital Markets, HSBC
- Alberto Amo, Global head of Trade Asset Solutions, Santander Global Banking and Markets
- Martin Calles, Executive Director, Securitized Products, Morgan Stanley
- Steve Ceurvorst, Founder & Managing Partner, Lord Capital
- Lewis Cohen, Partner, Hogan Lovells
12:00pm Oxford-styke debate: "This house belives current pricing and liquidity is destructive to the market
- Ed Bullen, Managing Director, Head of Export Finance Americas, HSBC
- Mini Roy, Managing Director, Standard Chartered
- Mauricio Gonzalez, Director, BNP Paribas
12:45pm Case Study: CDEEE - Vinicio Fonseca, Head of Structured Finance, Odebrecht
- Gregory Salcedo, External Financial Advisor to CDEEE
- Luciene Machado, Deputy Managing Director, BNDES
1.15pm Chairman’s closing remarks followed by lunch