Central and South Eastern Europe Investment Summit

Thursday, March 30, 2017, London

Associate Sponsors

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BSMP

About

Over the last few years CEE – SEE has seen significant growth and investment across the region. This has led to countries such as Romania potentially moving to emerging market status and according to analysts Poland, Czech Republic and Hungary experienced double GDP growth in the Q3 of 2016 in comparison to other EU countries. Greece is on the rebound after a tough few years and the chances for more debt relief are looking promising going into 2017- 2018. Asian investors are keeping a close eye on the region and have reaffirmed their commitment by setting up CSEE-focused funds, such as China-CEE fund in Poland and Romania.

 

This positivity has resulted in some big PE deals taking place this year, notably Allegro and SAB Miller. Also, following a ‘gap year’ in 2016 the EU Structural and investment Funds (ESI Funds) are due to release a share of the €351.8 billion for investments across CEE & SEE in 2017.  This will potentially create JV opportunities between the government and private investors.

 

The one-day summit will explore how to maximise returns on investment, in light of recent government initiatives across the region and how to overcome current geopolitical challenges, market scepticism, and stagnation. Moreover, understand how to make the most profitable returns on investments based on asset classes and benchmarking. The event will showcase recent investment success stories from the regions’ growing Telecommunication, Technology and Real Estate sectors.

Why attend:

Meet an international audience of strategic and financial investors in CSEE (CEE/ SEE)

Extend your network among a diverse and broad range of market participants

Get deeper insights on key sectors and markets led by our expert panellist

Informal networking opportunities throughout the summit, including Champagne roundtables

Who should attend:

  • CEO
  • CIS (Chief Investment Officers)
  • Head of Investments
  • Managing Directors
  • Head Of Global Emerging Markets
  • Chief Economist
  • Global Emerging Markets Portfolio Managers
  • Heads of M&As
  • Global Head of Fixed Income
  • Head of Emerging Market Equity
  • Portfolio and Fund Managers
  • Chief Analyst CEE

Corporates, institutional investors, private equity funds, investment banks, tax experts and financial advisors, this event is a must-attend for anyone looking to develop business among the CSEE investment community.

In association with

bne

Venue

The King’s Fund
11-13 Cavendish Square,
Marylebone,
London, W1G 0AN

Agenda

09h00 - 10h00 ECONOMIC OVERVIEW: INVESTMENT OPPORTUNITIES IN CENTRAL AND SOUTH EASTERN EUROPE

Economic Overview: Investment Opportunities in Central and South Eastern Europe

  • Tapping into underestimated growth potential regionally – countries like Croatia, Czech Republic and Serbia are increasingly looking more attractive to investors
  • Recent ratings upgrades – with Romania projected to move into emerging market status, what does this mean for investment in the region?
  • Growing Asian investment into the region – ICBC (Industrial Commercial Bank of China) have recently set up a €10 billion CEE fund
  • Geopolitical analysis – the impact of Brexit, American and European elections effect investment into CSEE going into 2017?
  • Regional investment highlights and challenges such as SAB Miller and Allegro deal

 

Speakers

  • Liam Halligan, editor-at-large, bne IntelliNews (Chairman)
  • Pasquale Diana, Head of CEEMEA Economics, Morgan Stanley
  • Nikolai Bozhilov, Executive Chairman, Unimasters
  • Vladimir Vano, Head of CEE Research/Chief Analyst, Sberbank Europe
10h00 – 11h00 BENCHMARKING DATA & METRICS

Benchmarking data & metrics  

  • Ensuring risk in priced into your investments, should you take a “bottom up” or a “top down” approach?
  • Is quantitative analysis effective across such diverse economies?
  • Property yields as tools for evaluation and analysis for investments in real estate
  • Value proposition of Responsible Investments in emerging markets

 

Speakers:

  • Liam Halligan, editor-at-large, bne IntelliNews (Moderator)
  • Nigel Almond,Head of EMEA Capital Markets Research, Cushman & Wakefield
  • Egon Vavrek, Global Emerging Markets, APG Asset Management
  • Magdalena Polan, Global EM Economist, Legal & General Investment Management

11H00 – 11H30 MORNING REFRESHMENT AND NETWORKING BREAK

11h30 - 12h30 TAXATION, REGULATION AND RISK

Taxation, Regulation and Risk

  • Government incentives – with a new government in place, Croatia is looking to introduce regulatory frameworks to make doing business easier. What are other countries in the region doing to create a more attractive investment environment/ attract FDI?
  • Tax implication of financing investments in CSEE – which countries offer the most favourable cash and tax incentives and will corporate tax rates remain as competitive
  • Due diligence and building an effective risk mitigation strategy

 

Speakers

  • Liam Halligan, editor-at-large, bne IntelliNews (Moderator)
  • IgorZgrabljić, General Secretary, Foreign Investors Council – Croatia (FIC)
  • Nikolai Bozhilov, Executive Chairman, Unimasters
  • Anastasia Levashova, Portfolio Manager, Blackfriars Asset Management

12H30 – 13H30 LUNCH AND NETWORKING BREAK

13h30 – 14h30 COUNTRY SPOTLIGHT - ROMANIA

With the country projected to move from frontier to emerging market status, a selection of leading Romanian companies will share their investment success stories and insights into the opportunities for investment in this dynamic and exciting market.

  • Moving from frontier to emerging market status: opportunities for investment
  • Risk mitigation strategies when investing in Romania
  • Transparency and regulatory framework: how to create strong partnerships between government and investors

 

Speakers

  • James Wilson, Director, EU Romania Business Society (Moderator)
  • Dr Ludwik Sobolewski, CEO, Bucharest Stock Exchange
  • Omer Tetik, CEO, Banca Transilvania
  • Carsten Hesse, EME Equity Strategist, Berenberg
  • Ionut Bohalteanu, Managing Partner, Bohalteanu si Asociatii
14h30 – 15h30 BREAKOUT SESSIONS

Technology & Telecommunication

  • How do unique CEE market conditions affect the outlook for specific telecoms and tech investments in products and services?
  • How is the TMT sector changing in Europe and how can regulation facilitate growth?
  • Romania has the highest number of IT specialists per capita – is it positioned to be the tech hub of the region and what investment opportunities does this create?

 

Speakers

  • Marius Ghenea, Investment Director, 3TS Capital Partners
  • Elvin Guri, CEO, Empower Capital
  • Lyuben Belov, Partner, LAUNCHub Ventures
  • Daniel Tomov, Founder, Eleven Venture

 

Real Estate & Infrastructure

  • Investing in real estate – right timing and right product – identifying the best growth potential i.e. Romania’s master plan for €43.6b infrastructure investment from 2015-2030 and it’s significant growth in commercial real estate
  • Infrastructure development: which projects offer the best returns for investors
  • Successful strategies for investing in real estate and infrastructure
  • Digital disruptions: impact on long term trends in leasing market

 

Speakers

  • Nigel Almond, ‎Head of EMEA Capital Markets Research, Cushman & Wakefield
  • Tim Norman, Managing Partner, Chayton Capital LL
  • Dennis Selinas, CEO, Argo Capital Management Property Ltd
  • Filip Vučagić, Partner and Director of Investment, Colliers

15H30 – 16H00 AFTERNOON REFRESHMENTS AND NETWORKING BREAK

16h00 – 17h00 INVESTMENT OPPORTUNITIES BY ASSET CLASS

Private Equity and Venture Capital

  • Looking at succession – opportunities in IPOs and M&A across the region
  • Investment opportunities in PE/VC – which countries offer the best returns?
  • The effect of the current political climate on equity markets across the region
  • Alternative assets – risks and opportunities

 

Speakers

  • Thomas Spring, Partner, Syntaxis Capital
  • Bill Fawkner-Corbett, Investment Director, CEE Equity Partners
  • Gary Dodge, Chief Equity Officer, SEAF Central and Eastern European Growth Fund (Poland)
  • Piotr Chudzik, Managing Partner, Investment Banking and Corporate Finance Trigon Investment Banking
  • Zlatolina Mukova, Partner, Neveq Capital Partners

Fixed Income

  • Investment opportunities in Sovereign bonds
  • Finding investment opportunities in a negative yield investment environment
  • Which currencies offer growth potential – can we look beyond the Polish zloty and Hungarian forint within the region?
  • Asian prospective – Panda Bonds issuance for CEE borrowers

Speakers

  • Marzena Fick, Head of CEE Debt Capital Markets, Citi
  • Paul Stephens, Head of Non-Bank Financial Institutions coverage, Bank of China
  • Jean-Charles Sambor, Deputy Head Emerging Markets Debt, BNP Paribas
17h00 – 17h45 COUNTRY CHAMPAGNE ROUND TABLES

Our country champagne roundtables will be hosted by our speakers for the day. You can join a small intimate discussion with them and the other participants involved in specific countries over a glass of champagne. You will be able to share experiences or learn from those already involved. You are free to move tables during the session to cover the country of most relevance to you.

 

Countries covered: Romania, Poland, Hungary, Czech Republic, Slovakia, Serbia & Croatia

17H45 CLOSING COMMENTS AND DRINKS RECEPTION

In association with

bne

Venue

The King’s Fund
11-13 Cavendish Square,
Marylebone,
London, W1G 0AN

Registration

 

Booking Dates
Tier 1
Present –
January 19th
 Tier 2
January 20th –
March 2nd
Tier 2
March 3rd –
March 30th
1 attendee £599  £699 £799
2 attendees  £1075  £1250 £1450
3 attendees £1550  £1799 £2050

*All prices are subject to UK VAT

For more information on this event, please contact our Delegate Relations Manager, Lee Talling:

DD: +44 (0) 207 124 2442 or email ltalling@newspartaevents.net

Attendance at the event is subject to New Sparta Events terms and conditions.

Accomodation

If you require accomodation for this event, please click here to view local hotels to suit your budget.

In association with

bne

Venue

The King’s Fund
11-13 Cavendish Square,
Marylebone,
London, W1G 0AN

Speakers

Pasquale Diana - Photo

Pasquale Diana, Executive Director, Head of CEEMEA Economics, Morgan Stanley

marzena-fick-photo

Marzena Fick, Head of CEE Debt Capital Markets, Citi

Paul Stephens Photo

Paul Stephens, Head of Non-Bank Financial Institutions coverage, Bank of China

ls

Dr. Ludwik Sobolewski, CEO of the Bucharest Stock Exchange

Thomas Spring Photo

Thomas Spring, Partner, Syntaxis Capital

Igor Zgrabljić - photo

Igor Zgrabljić, General Secretary, Foreign Investors Council - Croatia (FIC)

James Wilson Photo

James Wilson, Director, EU Romania Business Society

jcs

Jean-Charles Sambor, Deputy Head Emerging Markets Debt, BNP Paribas

Omer Tetik

Omer Tetik, CEO, Banca Transilvania

basic avatar

Dennis Selinas, CEO, Argo Capital Management Property Ltd

UK

Nigel Almond, ‎Head of EMEA Capital Markets Research, Cushman & Wakefield

liam-halligan_photo

MODERATOR: Liam Halligan, editor-at-large, bne IntelliNews

Piotr Chudzik Photo

Piotr Chudzik, Managing Partner, Investment Banking and Corporate Finance Trigon Investment Banking

vanoHN

Vladimír Vaňo, Chief Economist, Head of CEE Research, Sberbank Europe AG

Daniel Tomov photo

Daniel Tomov, Founder, Eleven Venture

bill-fawkner-corbett-photo

Bill Fawkner-Corbett, Investment Director, CEE Equity Partners

Julian Mayo Photo

Julian Mayo, Co-Chief Investment Officer, Charlemagne Capital

Zlatolina Mukova Photo

Zlatolina Mukova, Managing, Partner, Neveq Capital Partners

Nikolai photo

Nikolai Bozhilov, Executive Chairman, Unimasters

Filip Vučagić Photo

Filip Vučagić, Partner and Director of Investment, Colliers

Gary Dodge Photo

Gary Dodge, Chief Equity Officer, SEAF Central and Eastern European Growth Fund (Poland)

Lyuben Belov Photo

Lyuben Belov, Partner, LAUNCHub Ventures

Magdalena Polan photo

Magdalena Polan, Global EM Economist, Legal & General Investment Management

carsten-hesse-photo

Carsten Hesse, EME Equity Strategist, Berenberg

Elvin Guri, CEO, Empower Capital

Elvin Guri, CEO, Empower Capital

Marius Ghenea, Investment Director, 3TS Capital Partners

Marius Ghenea, Investment Director, 3TS Capital Partners

Egon Vavrek - Photo

Egon Vavrek, Global Emerging Markets, APG Asset Management

Anastasia Levashova Photo

Anastasia Levashova, Portfolio Manager, Blackfriars Asset Management

SONY DSC

Tim Norman, Managing Partner, Chayton Capital LLP

Ionut Bohalteanu photo

Ionut Bohalteanu, Managing Partner, Bohalteanu si Asociatii

In association with

bne

Venue

The King’s Fund
11-13 Cavendish Square,
Marylebone,
London, W1G 0AN

Sponsors

If you are interested in sponsoring this event, please contact our Commercial Director, Charles Osborne at cosborne@newspartaevents.net or + 44 (0) 207 124 2436

EUBUS-Logo-1 BSMP
EU Romania Business Society Bohalteanu si Asociatii SCA

 

 

In association with

bne

Venue

The King’s Fund
11-13 Cavendish Square,
Marylebone,
London, W1G 0AN

Partners

If you are interested in discussing Media Partnerships, please contact our Marketing Manager, Tannaz Rastegar at trastegar@newspartaevents.net or + 44 (0) 207 124 2445.

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11-13 Cavendish Square,
Marylebone,
London, W1G 0AN

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