El próximo 21 se realizará la '4ª Cumbre Financiera Argentina' en Buenos Aires.
March 21, 2018 | Four Seasons | Buenos Aires, Argentina, de 8 a 17.05 Hs.
8.00 to 9.30 - Registration and Coffee
Welcoming
Remarks: Taimur Ahmad, Chairman & Chief Executive Officer, LatinFinance
Keynote Address:
Opening Panel: Accelerating the Reform Program
President Macri’s governing power is growing stronger than ever following the success of his
Cambiemos coalition in the 2017 mid-term elections. Now armed with new legislative muscle, the need
to accelerate his economic reform package through a series of bills aimed at reshaping Argentina’s fiscal,
tax, labor and trade systems is vital for boosting longer term growth and investment. This panel sits
down with key government officials, corporate executives and global asset managers to pick apart
coming reforms, asking what they would like to see, where the economy could go from here and the
impact on the financial markets.
• Unraveling the reform package: what types of changes are needed on Argentina’s fiscal, tax, labor
and trade systems?
• What are the key risks to Argentine growth, trade and financial/corporate investment?
• How has Argentina’s investment image been evolving relative to the region, the EM, and the world?
• How much policy reversal risk is there and what can be done to relieve concerns about it?
• How much more room for fiscal suppression is there and how will the shocks be mitigated?
• How are the financial markets changing and what can we expect next?
10:40 - 11:40 - Cleaning Up the Curve: Debt Strategies for Argentine Corporate and Sovereign Issuers
Hosted by Puente
Investors worldwide have shown remarkable appetite for Argentine fixed-income as the sovereign,
provinces and corporates print unprecedented rounds of fresh paper into local and inter-national
markets – despite a growing fiscal deficit and a slow-moving economy. At the same time, borrowers are
still struggling to bring their yields down, which, coupled with a heavier debt load, requires an
increasingly more sophisticated approach to their overall debt strategy. This panel explores what those
approaches might be.
• How do Argentine sovereign credits compare with the rest of LatAm and EM?
• How are investor assessments of economic progress reflected in spreads?
• Ley de mercados de capital: what will its effects be on local fundraising strategies?
• What is the corporate finance toolkit for managing balance sheets?
• Emerging liquidity and solvency risks as corporates and provinces re-leverage?
• How can corporate issuers further down the ratings scale tap global bond markets?
• Financing strategies in the local and cross-border markets - pros and cons?
Moderated by: Kevin Gray, Deputy Editor, LatinFinance
Panelists include:
Cecilia Minguillon, Senior Director, FIXSCR - Fitch
Edgardo Sternberg, Vice President, Portfolio Manager - Emerging Markets, Loomis Sayles and Company
Frank Slagmolen, Deputy Head Global Capital Markets, EuroClear
Juan Manuel Pazos, Head Strategist, PUENTE
Matias Gaivironsky, Chief Financial Officer, IRSA
Sebastian Katz, Subsecretary of Finance, Province of Buenos Aires
Moderated by: Taimur Ahmad, Chairman & Chief Executive Officer, LatinFinance Panelists
include:
Marcos Ayerra, Chairman, Comisión Nacional de Valores
Katia Bouzza, Head of Latin America Global Banking, HSBC
Daniel Redondo, Secretary of Strategic Energy Planning, Ministry of Energy & Mining, Argentina
11:40 - 12:40 - Argentine Asset Managers: Transforming Argentina’s Local Financial Markets
The repatriation of some 100bn USD through Argentina’s tax amnesty law, coupled with a
continued economic upswing, has Argentine asset managers scrambling to efficiently allocate the
windfall of cash generating a demand boom inside local financial markets. As regulators look to
rewrite the rulebook and spur more liquidity, this panel explores the opportunities and challenges
for local and global investment funds.
• How is individual vs institutional demand for fund management changing?
• What are potential implications of the new capital markets law?
• How are risk management and derivatives rules changing?
• Which products are poised for the biggest growth in the year ahead?
Attracting capital to Argentina's infrastructure projects remains a top priority for the Macri
administration as they push forth their Public Private Partnership program. The task at hand is
monumental with the program's pipeline requiring capital flows in excess of $26 trillion - to start.
This panel explores infrastructure projects across Argentina and asks how they can be efficiently
financed.
• Which structuring innovations are set to be game-changers in the year ahead?
• What is the strength of investor demand for project bonds – and how can sponsors
tap into it?
• How are investors changing their appetite towards infrastructure projects in Latin America?
• Effects from the global interest rate environment? How are terms being re-evaluated?
• What lessons can be learnt from recent deals?
• Has the PPP law enacted in 2016 been effective in promoting private investment in Argentina’s
infrastructure? Moderated by: Kevin Gray, Deputy Editor, LatinFinance
Panelists include:
Daniela Cuan, Vice President - Senior Analyst, Moody's Investors Service
Eduardo Zemborain, Head of Special Industries & Investment Banking, ICBC
Martín Gavito, Director, Comision Nacional de Valores
Martín Genesio, President, AES Argentina
Paolo Pescarmona, Chief Financial Officer, ENEL Argentina
Moderated by: Taimur Ahmad, Chairman & Chief Executive Officer, LatinFinance
Panelists include:
Carlos Planas, President & Senior Portfolio Manager, Axis Inversiones
Diego Fernández, Chief Executive Officer, ROFEX
Gabriel Gonzalez Beramendi, Chief Financial Officer, BACS
Pablo Albina, Country Head, Schroders.
12:40 - 14:10 Networking Luncheon
14:10 - 15:10 The Build Out - Financing New Infrastructure Projects in Argentina
15:10 - 16:10 Captains of Industry Roundtable: M&A, FDI & Corporate Investment in Argentina
With long overdue investment plans coming back to life in agribusiness, energy, technology,
real estate and beyond, Argentina’s industrial leaders are looking for global partners to fund a
new wave of economic growth across the country. This panel sits down with captains of
Argentine industry, financiers and global business partners to explore the steps ahead for
igniting corporate and foreign investment.
• Why hasn’t FDI really taken off yet? Why are foreign investors still cautious?
• Which sectors hold the most investment promise in 2018?
• Reflection on recent transactions? Role of private equity players?
• What are some key obstacles to getting new projects off the ground? - Moderated by:
Ignacio Fidanza, President, La Política Online
Panelists include:
Jorge Matheu, Principal, Linzor Capital
Julio Babecki, Partner, L Catterton
Mariano Tannenbaum, Chief Financial Officer, Arcos Dorados
Roberto Chute, Partner, Private Equity – Latin America, The Rohatyn Group
Luis Galli, Chief Executive Officer, Grupo Newsan*
17:00 - 17:05 Closing Remarks:
For more information call 1.305.428.6284 or visit www.latinfinance.com
#LFArgentina @LatinFinance
viernes, 16 de marzo de 2018
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