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Agenda Overview

DAY ONE: Thursday 17th September, 2015

08:15am Registration and refreshments 

09:00am Chairperson’s opening remarks

9:15am Crisis, slowdown or opportunity? Latin American commodity outlook
  • Will the market consolidate in the current low price environment or is there short-term upward potential?
  • What sectors have most upward potential? Assessing Latin America supply and global demand dynamics in softs vs hard vs O&G
  • How substantially will China’s slowdown affect Latin America’s commodity exports?
  1. Mark Schaltuper, Head of Americas Research, BMI Research

 9:45am Financing Latin American Commodities: Is there a level playing field amongst local and international banks?

  • Are local banks pricing out international banks? Highlighting trends in Chile and Colombia
  • Assessing competitive pricing and advantageous credit standards of Latin American banks
  • How are international banks countering this through global trade networks and buyer risk understanding?
  1. Susanne Kavelaar, Senior Trade Finance Officer, Regional Head Latin America, IFC
  2. Erich Michel, Managing Director Head of Commodity & Structured Trade Finance, MUFG
  3. Jean Talbot, Head of Commodity Structured Debt - Latin America, BNP Paribas
  4. Amy Dulin, Partner, Hughes Hubbard & Reed LLP, moderator
10:30am Morning refreshments and networking break

11:15am Integrating financing approaches: Analyzing cooperation between trading houses, offtakers and financiers

  • Increasing working capital along the supply chain trough financing integration
  • Limited financing to smaller players: Threats to supply systems or opportunities for supply chain integration?
  • To what extent do trading houses have to step in as financers themselves?
  1. Alejandro Fernandez, Finance Manager, Bunge Latin America
  2. Flavio Barbosa Andreo, Finance Director, Belagricola
  3. Alexandre Marcondes Costa, Director Structured Trade Finance, Latin America, Archer Daniels Midland
  4. Mariano Urquiola, Head of Trade, Export & Commodity Finance USA, Santander, moderator

12:00pm From trade to storage finance: Investigating shifting client demand

  • Examining tendencies to store instead of trade: Which sectors are adapting storing instead of trading activities?
  • Does the market see a subsequent surge in inventory financing demands?
  • To what extent does storage financing reshape traditional trade finance activities and how are banks adjusting their strategies? 
  1. Juan-Jose Mejia, Director, Structured Commodity Trade Finance, Deutsche Bank New York

 
12:30pm Lunch

2:00pm What level of risk mitigation through insurance products is sustainable?

  • “Flight to quality” in the insurance sphere: Examining threats of market concentration and price pressure despite growing risk levels
  • What potential is there for credit insurance to provide additional capacity?
  • How has insurers’ risk appetite changed and what are they willing to cover for in the current environment?
  1. Andreas Dobner, Head Credit & Surety Hub Latin America, Swiss Re Corporate Solutions
  2. Matthew Strong, Managing Director, Capital Risks, Asia, JLT Group
  3. Richard Abizaid, Senior Vice President and Regional Manager, Americas, Zurich Credit & Political Risk
12:45pm Potential of supply chain finance: Providing financing to the supplier by leveraging credit strength of the buyer
  • How to best price deals? Incorporating supplier and local risks as well as credit issues on the buyers side
  • Highlighting different options of how transaction can be facilitated: Electronic vs. traditional paper structures
  • How do different legal regimes in Latin America treat this structure?
  1. Ricardo S. Martinez, Partner, Haynes and Boone
3:30pm Afternoon refreshments and networking break

4:00pm Champagne Roundtable Discussions
  • The conference will break out into round table discussions, focussed on specific regions and sectors, allowing delegates to create their own agenda.
  • Led by an expert moderator, the roundtables will create an informal environment to discuss and debate sectorial and regional issues.
  • Attendees will be able to move around the tables, maximising networking and learning opportunities.
  1. Roundtables Topics
  2. The Agri-Sector: Brazil’s engine for recovery? (Moderated by Susanna Victoria Stern, Partner, Landay Leblang Stern)
  3. Recovering from a storm: How is the oil & gas market picking up post record low prices? (Elisabeth Eljuri, Head of Latin America, Partner, Norton Rose Fulbright)
  4. Hard commodities: Investigating the metals and mining industry (Moderated by Jorge Sanchez, Partner, Haynes and Boone)
5:30pm Chairperson’s closing remarks followed by drinks reception

DAY TWO Friday 18th September, 2015

08:30am Morning refreshments

09:00am Chairperson’s opening remarks

09:15am Will PXF continue to be the backbone of Latin America commodity finance? 

  • Do traditional PXF structures need to be developed further to meet changing customer demand?
  • Should the market adopt tighter collateral requirements?
  • To what extent are trading houses looking to deleverage their activities by utilizing prepayment financing options? 
  1. Lyndon Skinner, Vice President, KfW IPEX-Bank GmbH

10:00am Reducing risk through more structured financings: The answer to financiers’ caution?

  • Risk concerns and products reconsidered: Assessing trends towards more receivables, short term and direct trade finance offerings
  • Discussing banks’ increasing roles in originating activities
  • Will a focus on structured transactions help to extend activity to smaller players?
  1. Jair A. Martínez, Executive Director, Latin America, Finacity Corporation
  2. Urvashi Zutshi, Managing Director, Head of ECT, ABN AMRO
  3. Peter Lopoukhine, Managing Director, Receivables Exchange
  4. Alexander Moon, Senior Counsel, Sidley Austin LLP, moderator

10:45am Morning refreshments and networking break

11:15am The squeezed middle: Overcoming cost, risk and transparency issues of lending to niche players

  • How can more structured transactions help to make lending to niche players more attractive?
  • Private capital as the alternative: How can funds complement and comfort bank lending?
  • Closing the funding gap cycle: Examining the role of development banks in financing funds and specialized financiers
  1. James Varnadoe, Managing Director, KVR Trade Finance Fund
  2. Raymond Guillem, Chief Investment Officer, Latitude20 Capital Partners
  3. James F. Prusky, Partner, Crecera Finance Company
  4. Hernán T. Narea, Senior Managing Director & Partner, Banksville Partners LLC, moderator

12:00pm Investigating the difficulty of securitizing assets of similar risk profiles and maturities in a structured trade finance context: Can this ever be done cost effectively? 

  • Is there enough appetite for this asset class from investors?
  • What potential do securitization structures have for financing niche players?
  • Drawing on international experience: What is the potential for securitization in Latin Americas?
  1. Konel Parekh, Director, Specialized Trade Solutions, Citi
  2. Robert Kowit, Senior Vice President, Federated Investors
  3. Peter Nagykery, Managing Partner, Prime Management, moderator

12:45 Chairperson’s closing remarks followed by lunch and close of conference