Russian Investment Summit 2017

Thursday, March 23, 2017 London

Silver Sponsors

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About

Back in 2014 Russia experienced major politico-economic turbulence which has led to a deep recession. Some say that the impact cannot be compared to the 2008 crisis, whereas others see more positive outcomes; the investment market, which always bring high yields, has never been so cheap. Due to a rigorous policy set by the Russian Central Bank the economy is expected to show recovery in 2017. At the same time, the realisation that the country cannot purely rely on natural resources has brought an economic diversification plan on to the agenda.

 

Russian companies are coming back to the international bond market, starting with $10 billion. The government issued $3 billion of sovereign bonds this year, with a further $7 billion due next year. The equity market has shown the biggest returns in the world this year, presenting very lucrative buying opportunities. Private equity companies make significant returns; whilst real estate markets present attractive investment opportunities. So, has Russia actually proved to be stronger than everyone expected?

A number of foreign investors have exited the Russian market due to the level of risk and uncertainty, whilst others move in the opposite direction; betting on high risks but higher returns. What should the position of foreign investors be right now? Should Russian assets take a larger proportion in Emerging Market Portfolio’s?

 

This one day, multi-streamed Russian Investment Summit will look at the current and future outlook for investments into the Russian market, risk mitigation strategies dictated by the present geopolitical environment, currency and oil price fluctuations, the level of investor protection as well as asset allocation strategies. Along with that, the format of the event will allow attendees to join a specific break out discussion in relation to investment classes either in stock market, fixed income, private equity or real estate investments.

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Agenda

08.50 – 08.55 OPENING ADDRESS FROM THE CHAIRMAN (LIAM HALLIGAN, EDITOR-AT-LARGE, BNE INTELLINEWS)

08.55 – 09.00 OPENING ADDRESS FROM BORIS ABRAMOV, TRADE REPRESENTATIVE OF THE RUSSIAN FEDERATION TO THE U.K

09.00 – 09.30 IN-CONVERSATION WITH MICHAEL CALVEY, FOUNDER AND SENIOR PARTNER, BARING VOSTOK CAPITAL PARTNERS

09.30 - 10.30 RUSSIAN INVESTMENT CLIMATE

Russian Investment Climate

  • What will the business future for Russia look like: The recovery of the economy
  • Russia today: Lessons learned since 2014
  • Business potential of Russia: Diversification of economy and reduction of oil dependency
  • Current deal pipeline: Analysis of asset classes, sectors and regions
  • What is stopping foreign investors from investing?

 

Moderator:

Tom Blackwell, CEO, EM

 

Speaker Panel:

Alina Slyusarchuk, Economist Russia, Ukraine and CIS, Morgan Stanley

Ayuna Nechaeva, Head of Russia, CIS & Mongolia, Primary Markets, London Stock Exchange

Jan Dehn, Global Head of Research, Ashmore Group

Trevor Barton, Executive Director, Russo-British Chamber of Commerce

Andrei Akopian, Managing Partner, Caderus Capital

10.30 – 11.00 MORNING REFRESHMENT AND NETWORKING BREAK

11.00 - 11.45 Risk Mitigation Strategies in an Uncertain Environment

Risk Mitigation Strategies in an Uncertain Environment

  • Geopolitical and macro economical risks
  • Conditions of depreciated currency and high risks: Is it the right time to invest?
  • Fundamental view of the currency market: Inflation and valuation of the Rouble
  • Mitigating operational and reputational risk

 

Speaker Panel:

Charles Robertson, Global Chief Economist, Renaissance Capital

Elizabeth Ross, Associate Managing Director Investigations and Disputes, EMEA, Kroll

Clemens Grafe, Co-Head of New Markets Economic Research, Goldman Sachs

Liza Ermolenko, Emerging European Economist, Barclays

11.45 - 12.30 Corporate Governance in Russia

Corporate Governance in Russia

  • Corporate governance: Still risky or more transparent? Russian Code of Corporate Governance
  • Are good investment structures ruined by weak governance?
  • How can Russia become more attractive to investors?

Speaker Panel:

David Herne, CEO, CIO, SPRING (Specialised Research and Investment Group)

Igor Petrov, Corporate Governance and M&A Director, Corporate Secretary, Sistema PJSFC

Aneta McCoy, Founder and Managing Partner, Aneta McCoy Advisory Group

12.30 – 13.30 LUNCH AND NETWORKING BREAK

13.30 - 14.15 Russia as a Part of Emerging Markets Exposure: Why and How to Invest?

Russia as a Part of Emerging Markets: Why and How to Invest?

  • Country versus sectoral investments
  • Asset allocation: Reviewing existing portfolios
  • How much are Russian assets worth?
  • Long versus short term investment strategies to make money
  • How to draw the most out of sustainable investments?

 

Moderator: Ben Aris, Editor-in-Chief, bne IntelliNews

 

Speaker Panel:

Mattias Westman, Founder and Partner, Prosperity Capital Management

Themis Themistocleous, CIO WM, Head European Investment Office, UBS

Brian Kean, Chief International Office, Ulmart

Evgenia Molotova, Portfolio manager, Verno Capital

14.15 – 14.45 IN-CONVERSATION: BEN ARIS, EDITOR-IN-CHIEF, BNE INTELLINEWS WITH ALEXANDER GALITSKY, BOARD MEMBER, CO-FOUNDER AND MANAGING PARTNER, ALMAZ CAPITAL

14.45 – 15.00 IN CONVERSATION: BEN ARIS, EDITOR-IN-CHIEF, BNE INTELLINEWS WITH INSAF GALIEV, FIRST DEPUTY CHIEF EXECUTIVE, TATARSTAN INVESTMENT DEVELOPMENT AGENCY

15.00 – 15.30 AFTERNOON NETWORKING BREAK

15.30 - 16.30 Breakout Sessions | Type of Investments

Stars of the Stock Market: Time to Make Selective Investments

  • Best strategies to get higher returns
  • Can higher dividends increase the attractiveness of the market in the long run?
  • What companies show growth and will bring future profits?

 

Moderator: Ben Aris, Editor-in-Chief, bne IntelliNews

Speakers:

  • Nikolai Petrov, VP Portfolio Manager, Pioneer Investments
  • David Herne, CEO, CIO, SPRING (Specialised Research and Investment Group)
  • Colin Croft, Fund Manager, Jupiter Asset Management

 

Private Equity & Venture Capital

  • Challenges and opportunities for PE in Russia
  • Key transaction trends, deals and performance
  • Investment options: Successful funds’ structure
  • Exiting investments: IPO
  • Potential for VC in the current environment

 

Moderator: Eric Maillebiau, Founder, CapEos

Speakers:

  • Patrick Ghidirim, Managing Director, NCH Capital Russia
  • Daniel L. Wolfe, Deputy CEO, ONEXIM
  • Dominic Reed, Senior Managing Partner, UFG Private Equity

 

Fixed Income

  • How does Russia fit into company’s EM Strategy?
  • Opportunities and risks for the portfolio
  • Sovereign and Corporate bonds

 

Moderator: Kay Hope, Director and Corporate Credit Analyst, Bank of America Merrill Lynch

Speakers:

  • Michael Ganske, Head of Emerging Markets, AXA Investment Managers
  • Onursal Kilic, Lead Portfolio Manager EMD, MN
  • Mariya Gancheva, Head of Emerging Market Credit Trading Strategy, HSBC
  • Daniel Moreno, Portfolio Manager, Emerging Markets, Rubrics Asset Managers
16.30 - 17.30 ROUNDTABLE DISCUSSIONS BY SECTOR

Our product 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 sector over a drink. You will be able to share experiences or learn from those already involved. You are free to move tables during the session to cover those areas of most relevance to you.

Retail

Hosted by: Sean Glodek, Senior Advisor, Russian Direct Investment Fund

Agribusiness

Hosted by: Patrick Ghidirim, Managing Director, NCH Capital Russia

Oil & Gas

Hosted by: Chris Weafer, Managing Partner, Macro-Advisory Ltd

High-Tech and Internet

Hosted by: Tom Blackwell, CEO, EM Communications

17.45 CONFERENCE CLOSE AND NETWORKING RECEPTION

Registration

Booking Dates
Tier 1
Present –
November 30th
Tier 2
December 1st –
January 12th
Tier 3
January 13th –
February 23rd
Tier 4
February 24th –
March 23rd
1 attendee £499 £599 £699 £799
2 attendees £899 £1075 £1250 £1450
3 attendees £1350 £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.

Venue

The Tower, Guoman
St Katharine’s Way
London, E1W 1LD

Accomodation

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

Speakers

charles-robertson-photo

Charles Robertson, Global Chief Economist, Renaissance Capital

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Ayuna Nechaeva, Head of Russia, CIS & Mongolia, Primary Markets, London Stock Exchange

mattias_westman-jpg

Mattias Westman, Founder and Partner, Prosperity Capital Management

David Herne

David Herne, CIO, SPRING (Specialised Research and Investment Group)

mariya Gancheva Photo

Mariya Gancheva, Head of Emerging Market Credit Trading Strategy, HSBC

Trevor Barton Executive Director RBCC

Trevor Barton, Executive Director of the Russo-British Chamber of Commerce

Andrei Akopian Photo _Use this one

Andrei Akopian, Managing Partner, Caderus Capital

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For further information please contact VisualMedia on +44 (0)20 7613 2555.

Note to Press:
These images are supplied free of charge for editorial usage.
Mandatory credit: VisMedia

Kay Hope, Director and Corporate Credit Analyst, Bank of America Merrill Lynch

Igor Petrov_Photo

Igor Petrov, Corporate Governance and M&A Director, Company Secretary of Sistema PJSFC

Clemens Grafe_Photo

Clemens Grafe Co-head of New Markets Economic Research, Goldman Sachs

Evgenia Molotova _ Photo

Evgenia Molotova, Portfolio Manager, Verno Capital

Insaf Galiev Photo

Insaf Galiev, First Deputy Chief Executive, Tatarstan Investment Development Agency

Michael Ganske

Michael Ganske, Head of Emerging Markets, AXA Investment Managers

Alina Slyusarchuk

Alina Slyusarchuk, Executive Director, Economist for Russia, Ukraine and CIS, Morgan Stanley

Onursal Kilic

Onursal Kilic, Lead Portfolio Manager EMD, MN

Brian Kean

Brian Kean, Chief International Officer, Ulmart

Patrick Ghidirim

Patrick Ghidirim, Managing Director, NCH Capital Russia

liam-halligan_photo

Liam Halligan, Editor at Large, bne IntelliNews

Tom Blackwell

Tom Blackwell, CEO and co-founder of EM

Dominic Reed _ Photo

Dominic Reed, Senior Managing Partner, UFG Private Equity

Dan-Moreno _ Photo

Daniel Moreno, Portfolio Manager, Emerging Markets, Rubrics Asset Management

C-Weafer-Macro-150x150

Christopher Weafer, Founding Partner, Macro-Advisory

Portrait 04.2016 (002)

Eric Maillebiau, Founder, CapEos

BA photo 1

Boris Abramov, Trade Representative of the Russian Federation to the United Kingdom

Michael Calvey

Michael Calvey, Founder and Senior Partner, Baring Vostok Capital Partners

Themis Themistocleous

Themis Themistocleous, Head of European Investment Office, UBS Wealth Management

Alexander Galitsky

Alexander Galitsky, Managing Partner, Almaz Capital Partners

Daniel Wolfe

Daniel L. Wolfe, Deputy CEO, ONEXIM Group

jan-dehn_photo

Jan Dehn, Global Head of Research, Ashmore Group

Corporate Photographer London

Nikolai Petrov, Portfolio Manager, Pioneer Investments

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Colin Croft, Fund Manager, Jupiter Asset Management

Aneta McCoy Photo

Aneta McCoy, Founder and Managing Partner, Aneta McCoy Advisory Group

Elizabeth Ross, Kroll. London.

Elizabeth Ross, Associate Managing Director Investigations and Disputes, EMEA, Kroll

Sean Glodek Photo

Sean Glodek, Senior Advisor, Russian Direct Investment Fund

Liza_Ermolenko photo

Liza Ermolenko, Emerging European Economist, Barclays

Ben Aris

Ben Aris, Editor-in-chief, bne IntelliNews

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

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Partners

In Association with:

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bne IntelliNews

Supported By:

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The Trade Delegation of Russia in the UK  Russo-British Chamber of Commerce

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