Monday 28th February 2011 – Day 1
08:30 - Registration & Welcome
These will be served in the lobby of the hotel.
09:00 - Opening Remarks
Sir Howard Davies – Director – LSE
09:15 - Opening Keynote: Evolution of Emerging Markets
Vadim Benyatov, Co-Head of Emerging Markets for CEE, CIS, Israel & Turkey – Credit Suisse
09:45 - Tea, Coffee and Refreshments
This will be served in the lobby of the hotel.
10:00 - Investing in Emerging Markets
Bart Turtelboom, Co-Head – GLG Partners Emerging Markets Funds
Michel Danechi, Fund Manager – Armajaro Asset Management Emerging Markets Funds
Vadim Benyatov, Co-Head of Emerging Markets for CEE, CIS, Israel & Turkey – Credit Suisse
Clare Hammond, Chief Executive (Asia) – Richmond Park Partners
Chair: Stefan Wagstyl, Emerging Markets Editor – Financial Times
Michel Danechi, Fund Manager – Armajaro Asset Management Emerging Markets Funds
Vadim Benyatov, Co-Head of Emerging Markets for CEE, CIS, Israel & Turkey – Credit Suisse
Clare Hammond, Chief Executive (Asia) – Richmond Park Partners
Chair: Stefan Wagstyl, Emerging Markets Editor – Financial Times
11:00 - The Intersection of Developed and Emerging Markets
George Magnus, Senior Economic Advisor – UBS
Stephen King, Chief Economist – HSBC
Mark Dow, Senior Portfolio Manager – Pharo Management
Chair: Philip Coggan, Capital Markets Editor – The Economist
Stephen King, Chief Economist – HSBC
Mark Dow, Senior Portfolio Manager – Pharo Management
Chair: Philip Coggan, Capital Markets Editor – The Economist
12:00 - Lunch Break
This will be served in the lobby of the hotel.
13:00 - Domestic Banking in Emerging Markets
Marcia Favale-Tarter, CEO – M.Favale-Tarter LLC
Rajnish Kumar, CEO (UK) & Regional Head – State Bank of India
Kaan Tokat, General Manager – Isbank London
Rajnish Kumar, CEO (UK) & Regional Head – State Bank of India
Kaan Tokat, General Manager – Isbank London
13:00 - Keynote: Finance in Brazil
Persio Arida, Co-Founder – BTG Pactual Investment Bank
14:30 - Tea, Coffee & Refreshments
This will be served in the lobby of the hotel.
14:45 - The Role of the Central Bank
JW Rust, Senior Associate – Booz Allen Hamilton
Persio Arida, Former President 0 Central Bank of Brazil
Keyu Jin, Lecturer – LSE
Chair: David Lubin, Head of Emerging Markets Economics – Citi
Persio Arida, Former President 0 Central Bank of Brazil
Keyu Jin, Lecturer – LSE
Chair: David Lubin, Head of Emerging Markets Economics – Citi
15:45 - Keynote: Living in a Growth Market World
Jim O’Neill, Chairman – Goldman Sachs Asset Management
16:45 - Break
17:00 - Emerging Markets Economics and FX
Stephen Jen, Managing Director of Macroeconomics & Currencies – BlueGold Capital
Bernard Singer, Vice-President of FX – Nomura
David Hauner, Head of EEMEA Economics – Bank of America Merrill Lynch
Peter Attard Montalto, Emerging Markets Economist – Nomura
Kasper Bartholdy, Managing Director of Strategy and Economics in Emerging Markets – Credit Suisse
Bernard Singer, Vice-President of FX – Nomura
David Hauner, Head of EEMEA Economics – Bank of America Merrill Lynch
Peter Attard Montalto, Emerging Markets Economist – Nomura
Kasper Bartholdy, Managing Director of Strategy and Economics in Emerging Markets – Credit Suisse
18:00 - Credit Suisse Cocktail Reception and Networking Session
Tuesday 1st March 2011 – Day 2
08:30 - Morning Networking
09:00 - Keynote: What Developed Markets & Emerging Markets Have Learnt From Each Other
John Studzinski CBE, Senior Managing Director & Global Head – Blackstone Advisory Partners
10:00 - Emerging Markets Real Estate
Colin Cambell, Chairman – Pradera Europe
Saydam Salaheddin, Managing Director of Real Estate Advisory (CEE) – Credit Suisse
Chair: Grant Fitzner, Head of EMEA Research – Jone Lang LaSalle
Saydam Salaheddin, Managing Director of Real Estate Advisory (CEE) – Credit Suisse
Chair: Grant Fitzner, Head of EMEA Research – Jone Lang LaSalle
11:00 - Tea & Coffee Break
This will be served in the lobby of the hotel.
11:15 - Agriculture in Emerging Markets
John Mennel, Senior Associate – Booz Allen Hamilton
12:15 - A Discussion on Corporate Governance: Prospects and Impediments in Emerging Markets
Lord Neil Forbes Davidson of Glen Clova QC
James Robertson, Partner – Taylor Wessing
Simon Wong, Visiting Fellow – LSE
James Robertson, Partner – Taylor Wessing
Simon Wong, Visiting Fellow – LSE
13:15 - Lunch Break
Lunch will be served in the lobby of the hotel.
14:15 - Emerging Markets Telecom - Advances and Prospects
William So, Managing Director – PowerHouse Global Ltd
Robin Bienenstock, Senior European Telecoms Analyst – Sanford C. Bernstein
David de Lanoy Meijer, Head of EMEA Telecoms Group – Credit Suisse
Philip Bates, Senior Manager – Analysys Mason
Robin Bienenstock, Senior European Telecoms Analyst – Sanford C. Bernstein
David de Lanoy Meijer, Head of EMEA Telecoms Group – Credit Suisse
Philip Bates, Senior Manager – Analysys Mason
15:15 - Keynote
Lord Stephen Green, Minister of State for Trade and Investment – United Kingdom
16:00 - Tea & Coffee Break
16:15 - Sustainability and The Emerging Economies
Dr. Ekniti Nitithanprapas, Director of Macroeconomic Policy Bureau – Thailand
Dan Siddy, Director – Delsus
Neil McIndoe, Director of Partnerships – Trucost
Dan Siddy, Director – Delsus
Neil McIndoe, Director of Partnerships – Trucost
17:15 - Closing Keynote
Michael O’Sullivan, Head of Research and Portfolio Analysis – Credit Suisse