6 th Annual Borrowers & Investors Forum, North Asia The Ritz Carlton, Hong Kong 5 th February 2015

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1 6 th Annual Borrowers & Investors Forum, North Asia The Ritz Carlton, Hong Kong 5 th February 2015 Lead Sponsor Gold Sponsor Co-sponsors Associate Sponsor Exhibitors Education Partner

Supporting Organizations Analytics Partner Draft Agenda [Times and sessions are subject to change] 08:00 Registration and refreshments 08:55 Chairman s Welcome Rupert Walker, Contributing Editor,

2 Supporting Organizations Analytics Partner Draft Agenda [Times and sessions are subject to change] 08:00 Registration and refreshments 08:55 Chairman s Welcome Rupert Walker, Contributing Editor, FinanceAsia 09:00 Developing Hong Kong s capital market platform Keynote Presentation Enoch Fung, Head of Market Development, Hong Kong Monetary Authority 09:10 What will Asia s bond markets look like in 2020 The macroeconomic environment and the impact on markets How are central bank policies impacting growth of the Asian bond market Corporate and sovereign financing requirements Which APAC countries are currently having the biggest impact in developing the regional debt markets Alison Tudor-Ackroyd, Editor, FinanceAsia

3 Devan Selvanathan, Managing Director, Head of Global Debt Platform, Asia-Pacific, Natixis Michael Taylor, Managing Director and Chief Credit Officer, Credit Policy Group, Moody s Investors Service Anna-Marie Slot, Partner, Ashurst John Woods, Managing Director, Head of Fixed Income, Citi Investment Management Dilip Parameswaran, Founder and Chief Executive, Asia Investment Advisors Ltd 09:50 Asia Connected: Phase Transition Keynote Speech Jim Walker, Founder and Managing Director Asianomics 10:05 Bank Capital Structures How are the regional banks managing their Basel 3 requirements Growth of liquid secondary markets Effect of capital requirements on lending policies Are investors fatigued with T1 and T2? Dominique Jooris, Managing Director & Head of CCM, Goldman Sachs Kittiya Todhanakasem, Managing Director, Financial Management Group, Krung Thai Bank Nigel Pridmore, Partner Ashurst Ryan Tsang, Managing Director & Analytical Manager, Standard & Poor s Ratings Services 10:45 Networking Coffee Break 11:15 Impact of US interest rate normalisation on China Keynote Presentation Chi Lo, Senior Economist, Greater China, BNP Investment Partners

4 11:30 Portfolio management strategies Adjusting emerging market exposure as US interest rates rise Managing foreign exchange volatility in local markets Creating bespoke portfolios to meet client demands The appeal of pan-asian bond funds and the effect of the ASEAN economic community Oliver Jones, Reporter, AsianInvestor Chad Liu, Chief Investment Officer, Prudence Investment Management James Su, Director Investments, Haitong Asset Management [Hong Kong] Ltd Lachlan Campbell, Chief Operating Officer, Income Partners Asset Management 12:00 Internationalising the Renminbi Keynote presentation Thierry de Longuemar, Vice President for Finance and Risk Management, Asian Development Bank 12:15 The next steps to developing local currency debt markets Why issuers and investors need to get comfortable with local currency debt Which Asian domestic markets are likely to offer investors the best returns Liquidity, credit and duration on the secondary markets Mark Austen, Chief Executive Officer, ASIFMA Kiyoshi Nishimura, Chief Executive Officer, Credit Guarantee & Investment Facility Jayant Parande, President & Group Treasurer, Olam Thierry de Longuemar, Vice President for Finance and Risk Management, Asian Development Bank

5 13:00 Networking Lunch Stream 1 Stream 2 14:00 Offshore RMB Opportunities and challenges facing the offshore market Best routes for the recovery of onshore assets G3 Vs G4 the case for sovereign issuance and where will the next one be Extending the yield curve and deepening the renminbi swap market Licenses - source of issuance what s putting of non-chinese borrowers Repatriation, refinancing and default in 2015 Veronique Lafon-Vinais, Associate Professor of Business Education, HKUST Panelist Devan Selvanathan, Managing Director, Head of Global Debt Platform, Asia-Pacific, Natixis Chung Chee Leong, President/ Chief Executive Officer, Cagamas Berhad Patrick Turner, Senior Economic Adviser, British Consulate-General Gregory Suen, Investment Director, Fixed Income, HSBC Global Asset Management Distressed debt and restructuring Which sectors will see the most activity in 2015 The commodity cycle deep distress or stress The key restructuring issues and the legal and financial risks to consider Lessons to be learned from previous restructuring phases New approaches by Asian distressed debt funds Michel Lowy, Chief Executive Officer, SC Lowy Panelist Howard Lam, Partner, Latham & Watkins Jason Wright, Managing Directir Greater China, Kroll Fergal Power, Partner, KPMG

6 14:45 Risk and reward in the high yield bond market The trade-off between seeking yield and tolerating risk Issuers ability to come market Refinancing and default in 2015 The rising influence of investors in Asia s high yield bond market Chinese bonds and structural subordination Julian Trott, Managing Director, Head of Debt Syndicate, Asia ex Japan, Goldman Sachs Mark Fairbairn, Partner, Head of Restructuring, Asia, DLA Piper Stephen Peepels, Partner, Head of U.S. Capital Markets, DLA Piper Ying Wang, Director, Asia Pacific Corporates, Fitch Ratings Jim Veneau, Head of Fixed Income, Asia AXA Investment Managers Charles Macgregor, Managing Director, Head of Asia, Lucror Analytics The loan market - innovative structures for tomorrows deal Case study Hony Capital s acquisition of Pizza Express Tun Lin, Executive Vice President, Hony Capital [Hong Kong] Followed by Development of the secondary markets and refinancing opportunities Drivers in the resurgence of the leveraged loan market Funding acquisitions is there still a need for bridge loans Rupert Walker, Contributing Editor, FinanceAsia Tun Lin, Executive Vice President, Hony Capital [Hong Kong] Veronique Lafon-Vinais, Associate Professor of Business Education, HKUST Lachlan Colquhoun, Head of Markets Analysis, East & Partners 15:30 Networking Coffee Break 16:00 Onshore RMB Funding Asia s infrastructure deficit

7 Presentation RQFII the next milestone in development of the program The impact of China s capital controls Evaluating investor demand XiaoNing Meng, Fixed Income Portfolio Manager, CSOP Asset Management 16:20 Satisfying Asian Corporate funding requirements Corporate financing requirements and borrowing strategies Covenants and restrictions The cross-border funding mix Brian Tang, Managing Director, ACMI Francis Ho, Director Group Treasury, CLP Holdings Ltd Liangyu, Su Group Vice General Manager, YueXiu Financial Holdings Cecilia T. Cruzabra, Treasurer, Ayala Corporation Presentation Is Asia s project bond market finally taking off Which countries and sectors will issue first International or local lenders Alternative models for development Dipti Thakar, Counsel, Latham & Watkins Private placements An efficient alternative for corporate high yield The appeal of private placements to investors Structure and covenants Exit strategies Dilip Parameswaran, Founder and Chief Executive, Asia Investment Advisors Ltd Jamie Tedalis, Independent Fixed Income Specialist, SC Lowy Patrik Edsparr, Founder and Chief Investment Officer, Tor Investment Management 17:00 Close of conference and Cocktail Reception Organizer In Association with

8:40-9:00 1st Keynote: China and RMB Singapore s Participation and Role in The Way Forward

8:40-9:00 1st Keynote: China and RMB Singapore s Participation and Role in The Way Forward ASIFMA s 6 th China Capital Markets Conference* *Previously entitled Offshore RMB Markets Conference Program (as of 22 Feb 2016) 8:00-8:30 Delegate Check-in 8:30-8:40 Welcome Remarks [ASIFMA or Lead Sponsor]