Draft Agenda: Holistic Keynote Sessions

Size: px

Start display at page:

Download "Draft Agenda: Holistic Keynote Sessions"

Cordelia Bryan
5 years ago
Views:

February 1-2, Palms Hotel & Spa, Miami TXF kicks of 2017 with a bang! TXF Americas will attract 200 leading trade figures to Miami for 2 days of networking, learning and as always, animated debate.

1 February 1-2, Palms Hotel & Spa, Miami TXF kicks of 2017 with a bang! TXF Americas will attract 200 leading trade figures to Miami for 2 days of networking, learning and as always, animated debate. Export and project finance experts, commodity finance aficionados and trade finance gurus will rub shoulders in this exclusive gathering of corporates, agencies, financiers, insurers and lawyers! Can you afford to miss it? Draft Agenda: Holistic Keynote Sessions While we continue to work on the agenda, please take a look at the initial topics that will covered at this event. Any suggestions or ideas? We d love to hear from you! Please your feedback on the agenda to our Content Manager: tom.pycraft@txfmedia.com. Weathering the Storm: A Global Outlook on Commodity Prices A combination of China s continued slowdown, US interest rate rises, rolling crises in Europe, increased global political risk and the glut in oil supply, has led to a prolonged commodities bear market. How will these and other factors affect the outlook for commodity prices in ? Are we likely to see a prolonged oil price stabilisation, and at what price? Can new life be injected into natural resources industries and what form will this take? How does this affect the Americas? Will certain investments continue to be put on hold? Comeback Tour: Brazil in 2017 and Beyond Currently rocked by economic and political scandal and suffering from the fall in commodity prices, many look to 2017 as the year of change for Brazil, but challenges are still rife. Understand the latest political situation and the stance of the new administration. How friendly will the landscape be for international business? What is the outlook for commodity prices and exports of Brazil s key raw materials? Where are the new opportunities and trends in oil and gas, mining, agribusiness and natural resources? With liquidity down, local banks struggling, BNDES not lending on the same level, how can Brazil fund itself now? What are the post Olympics investment and growth plans? How does the global financial community view Brazil?

2 Global Trade Under the New US Administration What are the implications of the US election and new administration for world trade? What does this mean for US imports and exports? What will this affect the future of TPP? Will this change OFAC financial embargoes and sanctions in Cuba, Iran, Russia? How will the US, Central and Latin American relationships change? Reformed and Liberalized: Mexico s Energy Sector Mexico s energy reform continues to offer opportunities for the international community, but how stable is the oil economy and what political factors need to be considered? How will Pidiregas and its specialty financing requirements play out? What are the latest infrastructure requirements? Where are the opportunities in connecting the US and Mexico? How does Pemex see the future here? How will NAFTA trade progress with a new US president? Rising Star: Argentina s New Opportune Landscape While the plans of Maurizio Macri s government continues to excite the international community, clarity is needed on the investment landscape, and how much business is actually available and viable? Have fundamental issues been solved? How do you finance long term infrastructure developments in markets where there has been significant political volatility? With the massive need for long term investment in infrastructure, and a government term of only 4 years, what legacy plans are there? Which industries will see the most growth, and how can the investments be structured? Are You Covered? Private Market Insurance Across the Americas What new insurance products are available across project finance, export finance, commodities and short term trade finance? In the US how is the growth of Supply Chain Financing being matched by insurers? How do insurers view the outlook for oil and gas projects (upstream and downstream traditional and non-traditional methods of extraction) and where are they seeing increased business? South of the border what is the private market view on specific country risk ratings and tenors? Where is the insurance market seeing a pick up now Brazil has slowed down? How does business in Mexico, Colombia, Argentina, Peru and Chile excite the insurance industry? Export and Project Finance Riding the Wave: North American Power & Energy Financing While continued low oil prices have slowed the US shale boom, opportunities in US energy infrastructure are plentiful. Find out the latest financing requirements across LNG export terminals, petrochemicals, power generation, electricity transmission, downstream, midstream, energy transfer and transport projects. What is the outlook for bond and capital markets out of these facilities? Will more ECA tranches become available? How are key borrowers looking to structure their balance sheets? What are the challenges they see to working with agency support? How do US oil majors see government regulation?

3 Work in Progress: Colombian 4G Toll Roads and Infrastructure Opportunities Hear how the Colombian governments $25bn transport infrastructure investment plan is panning out. What can be learnt from the projects that have reached financial completion? How can bottlenecks relating to land acquisition, environmental permits and local communities be ironed out? What opportunities exist for exporters and financiers to be involved in future projects before the projected close in 2023? How can these be structured using a combination of ECA, agency, dollar bonds, and local currency financing? Global Voices: ECA perspectives on Latin America How are European and Asian ECAs providing coverage for their nations exporters and investors across Latin America. Will they increase cover in Argentina? What are their views on Venezuela? Are they increasing activity in Brazil with new risk? What is the role of Brazilian agencies, BNDES, ABGF and also Bancomext in Mexico? Who is doing local currency financing and where? What is the current positon of US EXIM? Crucial Partners: DFIs and MFIs This panel examines the development finance initiatives of global and Latin American institutions and how they aim to get more projects of the ground. Which industries and countries are highest priority? What environmental and sustainable factors have to be met to ensure funding? How can governments, corporate project sponsors and ECAs interact with DFIs and MFIS? How are local banks and SME s supported by these players? In which sectors and markets are we seeing more DFI/MFI support for projects and can we denote any distinctive patterns? Next Steps: Project Financed-Telecom, lessons Learnt and Future Opportunities In the wake of last year s TXF Best Americas ECA Finance Deal of the Year, the US$500M Seabras-1 Cable Project between Sao Paulo and NY, we look at the lessons learnt, and beyond to financeable projects that lie ahead. What opportunities exist for related telecom projects across Latin America? How can development banks and export credit agencies help support Latin American based manufacturing companies the region? South and Central American Project Finance Growth areas This panel examines growth markets for project finance across the region, with a focus on what borrowers are looking for, their attitudes to ECA and agency financing. Opportunities for international exporters, and how these can be financed? Oil and gas, power, the future of coal, renewables, agribusiness, mining, infrastructure and construction will be discussed by this panel of practitioners operating in the region. Out to Sea: Shipping in North America The shipping market has slowed in response to the commodities slump, but it remains a crucial industry in need of ECA solutions. Will the cruise market continue to be buoyant? How will commodity prices continue to affect shipping? What are the needs of the major customers for cruise and ship finance? What are the market prospects going forward? What can commercial banks, ECAs and associated entities do to help propel growth?

4 Connecting the Americas: Transportation and Infrastructure Financing From Latin American mass-urban transportation projects such as the Lima Metro and Santiago Metro and the construction of mega cities in Colombia, to road, rail, air and port infrastructure projects in the US, this panel brings to light successful projects and pits them against failures. Projects needing financing are discussed and opportunities for international financiers and exporters highlighted. International Players: Exporters Panel Industry leading exporters from different sectors across Asia, North America, Latin America and Europe reveal common challenges and opportunities in key markets across the Americas. They evaluate working with the different ECAs, rules regarding OECD and non-oecd exporters, and their financing requirements to capitalise on growth opportunities Idea Lab: International and Local Banks in Latin America The meeting gathers international and local banks to discuss financing across Latin America and how they can compete and collaborate to get more projects of the line. Which markets are adequately supplied by local banks? Which require international funding? What are local bank export finance products, and what role can they have in working with major international export finance banks? Where will we see growth in the next five years? How will the rise of institutional funding compete with traditional banks? Idea Lab: Private Market Insurance and Intersection with ECAs Private risk insurance, what can they do that ECAs can t? Venezuela and Argentina? Learn which deals the private market are doing and why? Where is the private market going that ECAs are reluctant to tread? What tenors are available from the private sector for projects? When to go ECA first, when to go private first, and when to blend between them? Are more banks getting with the programme? Idea Lab: Risk session on Latin American countries Key markets Brazil, Argentina, Colombia, Peru, Chile are pitted against each other in this risk profiling session. The audience will vote on where the most opportunity will be going forward and how to mitigate risk in these areas. How can corruption be avoided? What implications will compliance and KYC have going forward? Idea Lab: Saving Grace - Renewables Financing Are renewable projects in Latin America financeable or too small? What role can green bonds play? Is this interesting to capital markets? Where are the primary opportunities in the US and Canada for renewables projects, and what can banks do to ensure profitable involvement?

5 Essential Materials: Mining the Americas Commodities Finance Depressed prices have slowed investment and put projects on hold, but an uptake in commodity prices will leave some poised to reap the rewards. We will examine the key role of China and its offtake of iron ore, copper and other key metals, and how continued investment could change the landscape. We hear from mining majors, tier 2 companies, traders and commodity banks, on how they see the market. Which companies are coming back after the low prices? The effect of new regulations on the mining industry? Coal mining in Brazil, zinc and copper expansions across Latin America. Opportunities in Mexico, Peru, Chile, Colombia, US and Canada. Big Fish: Global Traders Panel Major global trading houses gather to speak about trends in the US, Latin America, Asia and Europe. How will global demand effect the Americas? Will we see continued growth of lending to the producer and hedging? What aspects are positive and negative in the US market? What are their financing needs? What can be done to weather challenging times? What tools across RCFs and borrowing-base facilities, PXFs and prepayments, increased supply chain finance, are attractive? How will their role continue to change going forward? Specialists: The Rise of US domestic traders The last ten years has seen an increase in US domestic traders. This panel will discuss their financing requirements and plans for the medium to long term. How do they see growth in the US and Latin American market? Will new trading houses enter the space left by bigger banks leaving the market? Sowing the Seed: Agribusiness in the Americas The vast spaces of land between Argentina and Canada present huge prospects for new and ongoing agricultural production. Can supply meet current levels of demand? How can producers ensure this is integrated sustainable supply chains? What are the key environmental challenges that can impact the market, such as global warming s effect on supply of food or cotton production? Trading Places: Bankers, Alternative Financing and Institutional Investors With low commodity prices straining the role of banks in the market, further affected by compliance costs, what is the future outlook for traditional banking players? What are the cost of funds for EU, US and Latin banks, and how does this affect their appetite? How is regulation changing the game? What is the effect of Asian and Chinese banks entering and changing market? What does this mean for alternative sources of liquidity? What is the cost of capital markets vs that of banks? How are low interest rates attracting alternative investors, and what does this mean for the future of commodity finance? Idea Lab: South American Commodities Finance Global demand has been unkind to this producing region, with metals and mining hit across Andes and Brazil, and oil and gas across the region. Will demand in Europe and China increase? How can the product be moved better? What can lenders do protect themselves? How can we mitigate against fraud and corruption? Combat weather and environmental issues? Should we be doing more hedging of commodities finance in the region?

6 Idea Lab: North American Commodities Finance North American commodity finance has seen a recent slowdown due to more focus on energy regulation, increasing costs, slowdown in liquidity and pricing pressure. Yet energy, oil and gas, steel and agricultural production still present strong opportunities, and the US is a healthy market with structured financing and syndicated facilities. Will there be an oil price recovery in 2017, and what will happen on the E&P side? A return of the US shale producer? What will be their primary funding and structuring requirements and will it be banks or funds lending? Will merchants provide producer finance? Trade and Supply Chain Financing Arrived & Nascent: North and South American Supply Chain Financing Supply chain financing has been growing fast over the last 10 years, we examine the state of the market today. Which solutions are banks and alternative providers bringing to the forefront? Will receivables financing see the same growth as in Europe? What opportunities exist in the open account space? How will SME products evolve? With capital getting more expensive and pricing not going up, will banks leave RCFs? Is technology infrastructure in place to support increased digitalisation? Latin American markets have specific challenges that make SCF more difficult to execute. How do multinationals make it work in the region? Can buyers leverage their credit rating to bolster access to finance for their suppliers? How do you overcome issues pertaining to the availability of correspondent banking networks? Regulation 101: Combating the Compliance Burden Often seen to be crushing banks, we examine how regulation, compliance and KYC is shaping the industry. What is the view of the regulators? What are the regulatory constraints from balance sheet point of view? As well as providing a comprehensive update on key regulations impacting the industry from Basel III to IIII, to KYC this session explores innovative ways to manage compliance risks to ensure that deals can still get done. Treasurers Toolkit: What Range of Solutions Are Corporates Looking for Today? This panel of users separates hype from reality, as we ask what interests corporate treasures: What do they want from trade and SCF solutions? How can they improve the internal process of invoicing? How do they optimise their working capital? Where will blockchain fit in? Are alternative liquidity providers more enticing that banks? What considerations go into picking the right supply chain platform provider? How can they best enable their suppliers? How do they see risk mitigation and supplier risk profiling working? Idea Lab: Technocrats - FinTech in 2020 As financial technology increases its foothold on corporate management of cash, supply chains and credit, we examine what benefits FinTech can offer corporates in the run up to 2020 What do future models look like? And what has been successful so far? The latest and greatest is pitted against the tried and tested across the evolution of letters of credit, digitisation of documents, distributed ledger, blockchain SCF solutions and data driven decision making.

7 Idea Lab: Blockchain- Separating Fact from Fiction Are customers ready for blockchain solutions in the US? Do they want it? Is it mobile ready? Is it even possible in Latin America? Do we have legitimate proof of concepts? How will these save time and increase efficiency? Join TXF Americas 2017 in Miami! Click here to visit the website and book your place

Also taking place that week Two-days of Supply Chain Finance training with Siemens Doug Schoch 30 & 31 January, Miami More details inside!

Also taking place that week Two-days of Supply Chain Finance training with Siemens Doug Schoch 30 & 31 January, Miami More details inside! 1 & 2 FEBRUARY 2017 PALM HOTEL & SPA, MIAMI Sponsors Supporters