The East Africa Summit

Wednesday, July 4, 2018

July 2018

Conference

Global Macroeconomic Scenario Update With an Outlook for EMEA

Wednesday, April 25, 2018 | 11AM EDT | 3PM BST | 4PM CEST

The East Africa Summit

Wednesday, July 4, 2018
July 2018
Nairobi

The East Africa Summit

Wednesday, July 4, 2018
July 2018
Nairobi

The East Africa Summit

Wednesday, July 4, 2018
July 2018
Nairobi

The East Africa Summit

Wednesday, July 4, 2018
July 2018
Nairobi

The East Africa Summit

Wednesday, July 4, 2018
July 2018
Nairobi

About this Summit

Moody's Investors Service is pleased to announce the Inside Africa Summit. Formerly Annual Sub-Saharan Africa Summit , the event will take place in Johannesburg on Thursday 13 September 2018. Register and join senior investors, issuers and credit experts for an interactive day to gain new insights into regional drivers and challenges in the region.

08.00           Registration & Coffee

08.30           Welcome Address

Sylvia Chahonyo,  Head of Relationship Management, General Manager – Africa

Chairperson: Sean  Marion, Managing Director, Financial Institutions Group

08.40          “Big Picture” Presentation: Emerging  Market Fortunes and Vulnerabilities

  • What does monetary policy tightening mean for the emerging markets
  • Portfolio flows and debt issuances in emerging markets 
  • Are commodity prices and growth uptick sufficient to offset mounting  credit challenges?

David Staples,  Managing Director, Corporate Finance Group

09.00         Keynote Plenary Session: Insight  on South Africa - Fiscal Challenges Amid Improving Growth

  • Balancing upside and downside risks
  • The challenge for Government: Achieving diverse economic, fiscal and  social cohesion
  • Investment prospects as confidence improves and politics stabilise  

Lucie Villa,  Vice President – Senior Credit Officer, Sovereign Risk Group

Followed by a  Spotlight Conversation

Guest Speaker to  be announced

Led by: Moody’s  Sovereign Group representative

09.50        Banking Panel: Banking System Resilience and Challenges Ahead

  • Key drivers behind the latest  confirmation of South African banks’ ratings
  • Overview of banks’ performance during the economic slowdown in South  Africa
  • Banking sector pressures despite the gradual economic recovery
  • Regulatory challenges and introduction of a bank resolution regime
  • Regional expansion into Sub-Saharan Africa: Underlying risks and  benefits

Led by: Sean  Marion, Managing Director, Financial Institutions Group

Arno Daehnke, Group  Financial Director, Standard Bank

Andries du Toit,  Group Treasurer, FirstRand Bank

Nondas  Nicolaides, Vice President – Senior Credit Officer, Financial Institutions Group  

Akintunde  Majekodunmi, Vice President – Senior Credit Officer, Financial Institutions Group

10.30          Networking  & Coffee Break  

11.00          Corporate  Panel: Evolving Positive Sentiment but still a Wait and See Game

  • Government  policy execution and improving governance along with regulation, a  catalyst         
  • Rand  exchange rate uncertainty acts as a hindrance to favourable transmission of  higher commodity prices
  • Rated  corporates local dominance in respective spaces supports credit profiles

Led  by: David Staples, Managing Director, Corporate Finance Group

Doug  Rowlings, Vice President – Senior Analyst, Corporate Finance Group

Dion  Bate, Vice President - Senior Analyst, Corporate Finance Group  

Guest speakers to be announced

11.40           Sub-Sovereign Conversation: How Improving Operating Environment impacts Sub-sovereign Issuers   

  • Sub-sovereign revenue and expanding capital  expenditure
  • Credit linkages between municipalities and  sovereign

Led by: Daniel Mazibuko,  Lead Analyst, Sub-Sovereign Group

Khomotso  Letsatsi, Consultant for the United Nations Capital Development Fund 

12.10          Panel: Credit Linkages between  the Sovereign and State Owned Entities in South Africa

Led by: Lucie Villa,  Vice President – Senior Credit Officer, Sovereign Risk Group

Dion Bate, Vice  President - Senior Analyst, Corporate Finance Group  Helen  Francis, Vice President – Senior Credit Officer, Corporate Finance Group

Daniel Mazibuko, Lead Analyst,  Sub-Sovereign Group

13.00          Lunch

14.00         Breakout sessions

Stream A: Insurance - SAM  regulations strengthen insurance sector, with positive credit implications
  • Positive credit implications for insurance groups
  • Potential changes to insurers’ capital structures as a result of SAM
  • Three years on – observations and lessons from Solvency II  implementation in Europe

Brandan Holmes, VP-Senior Analyst,  Financial Institutions Group

Leigh Cunningham-Scott, Securitisation  Structurer, Absa Capital

Stream B: SFG  - Demystifying the South African Securitisation Market
  • Features of securitisation as alternative investment to other types of  debt
  • What are the different structural protections for senior vs junior  bonds in securitisation.
  • What are the key rating drivers for South African securitisations

Antonio Tena, Vice President - Senior  Analyst, Structured Finance Group

Beverley Warnasuriya, Head of Credit, STANLIB

Matt Mutch, Treasury  Manager, SA Home Loans

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Further information

Any questions please contact

sara.soriano@moodys.com