Moody's Africa Conference, London
Tuesday, January 28, 2020
January
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OverviewAgenda Why Attend?

Overview

Overview

The event will focus on the continent’s divergent credit prospects and will explore implications for key regional players and sectors. Senior Moody’s analysts and prominent market experts will explore Africa’s macroeconomic prospects, operating environment, and fiscal and external positions for 2020 and beyond.

Join this interactive briefing and drill down into the key trends that will shape Africa credit in 2020.

Why Attend?

This event is part of the Emerging Markets Program that brings together over 2500 credit analysts and key market participants to discuss the main credit drivers, political risks and the latest and most impactful regional trends.

Agenda

08.30  - 09.00 Registration & Coffee
09.00 - 09.10 Welcome Address
Sean Marion, Managing Director, Financial Institutions Group
09.10 – 9.30  Sovereign Risk Big Picture Presentation: Slower growth, social tensions, unpredictable policies and climate change test global credit resilience
  • Slower growth, social tensions and unpredictable policies
  • Climate change tests global credit resilience
Marie Diron, Managing Director Sovereign Risk Group        
09.30 – 09.50 Sub Saharan Africa sovereigns’ credit challenges compounded by the worsening external environment
  • Weak government finances: Elevated debt burdens and debt servicing needs amid weak revenue growth and low financial buffer
  • Sub-par growth: Limiting per capita income improvements and constraining economic resilience
  • Less predictable external environment: Sensitivity to changes in commodity prices and financial  conditions amid persistent current account deficits
  • Who is at risk given limited capacity to respond to modest negative external shocks
Moderator:
Matt Robinson, Associate Managing Director, Sovereign Risk Group
Speaker:  
David Rogovic, Vice President – Senior Analyst, Sovereign Risk Group
09.50 – 10.20 Sovereign Risk Panel: Divergent credit trends across the continent: Sovereigns'capacities to weather the turbulence ahead

Moderator:
Matt Robinson,  Associate Managing Director, Sovereign Risk Group
Panellist:
Kevin Daly, Portfolio Manager, Emerging Market Debt, Aberdeen Standard
Aurelien Mali, Vice President – Senior Credit Officer, Sovereign Risk Group
Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group
10.20 – 10.35 Banking Presentation: Africa: weakening operating conditions and rising asset quality pressures drive negative outlook

Constantinos Kypreos,  Senior Vice President, Financial Institutions Group
10.35 – 11.10 Banking Panel: Macro dynamics and key credit challenges facing individual African banking systems  
Moderator: Antonello Aqnuino, Associate Managing Director,Financial Institutions Group
Panellists:
Adesoji Solanke, Director,  Frontier / SSA Banks Equity Research, Renaissance Capital
Mik Kabeya, Associate Vice President, Financial Institutions Group
Akin Majekodunmi, Vice  President – Senior Credit Office, Financial Institutions Group
Christos Theofilou, Vice President – Senior Analyst, Financial Institutions Group
11.10 - 11.30 Refreshment Break  
11.30 – 12.15 Infrastructure Panel: Sustainable development in Sub-Saharan Africa: A private  sector perspective

This panel will explore the implications of sustainable development considerations  in the context of Sub-Saharan Africa.

  • The meaning of sustainability for investors and intermediaries
  • Initiatives to crowd-in private capital
  • Successful investment strategies and key sectors
Moderator: Andrew Davison,  Senior Vice  President, Infrastructure Finance Group  
Panellists:
James Doree, Managing Director,  Lion’s Head Global Partners
Janice  Kotut-Sang, Regional Director - East and South Africa, GuarantCo
Nadia Nikolova, Director - Alternative Investments, Allianz Global Investors
Chris Bredholt, Vice President – Senior Credit Officer, Infrastructure Finance Group
12.15 – 13.00 Corporate Finance Panel: Investing in Africa’s property market, managing risk in low rated countries        
  • Investment opportunities in Africa’s property market
  • Managing operational, governance and financial risks in low rated countries
  • Liquidity risk management
  • Geographical diversification in the rating construct
Moderator:
Mario Santangelo, Associate Managing Director, Corporate Finance Group
Panellists:
Kay C. Hope, Director, Bank of America Merrill Lynch, Emerging Markets Corporate Credit Research
Thomas Reilly, Managing Director, Growthpoint Investec African Properties Limited
Rehan Akbar, Senior Credit Officer, Corporate Finance Group
13.00 Closing Remarks

Sean Marion, Managing Director, Financial Institutions Group

Agenda
08.30  - 09.00 Registration & Coffee
09.00 - 09.10 Welcome Address
Sean Marion, Managing Director, Financial Institutions Group
09.10 – 9.30  Sovereign Risk Big Picture Presentation: Slower growth, social tensions, unpredictable policies and climate change test global credit resilience
Marie Diron, Managing Director Sovereign Risk Group        
09.30 – 09.50 Sub Saharan Africa sovereigns’ credit challenges compounded by the worsening external environment
Moderator:
Matt Robinson, Associate Managing Director, Sovereign Risk Group
Speaker:  
David Rogovic, Vice President – Senior Analyst, Sovereign Risk Group
09.50 – 10.20 Sovereign Risk Panel: Divergent credit trends across the continent: Sovereigns'capacities to weather the turbulence ahead

Moderator:
Matt Robinson,  Associate Managing Director, Sovereign Risk Group
Panellist:
Kevin Daly, Portfolio Manager, Emerging Market Debt, Aberdeen Standard
Aurelien Mali, Vice President – Senior Credit Officer, Sovereign Risk Group
Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group
10.20 – 10.35 Banking Presentation: Africa: weakening operating conditions and rising asset quality pressures drive negative outlook

Constantinos Kypreos,  Senior Vice President, Financial Institutions Group
10.35 – 11.10 Banking Panel: Macro dynamics and key credit challenges facing individual African banking systems  
Moderator: Antonello Aqnuino, Associate Managing Director,Financial Institutions Group
Panellists:
Adesoji Solanke, Director,  Frontier / SSA Banks Equity Research, Renaissance Capital
Mik Kabeya, Associate Vice President, Financial Institutions Group
Akin Majekodunmi, Vice  President – Senior Credit Office, Financial Institutions Group
Christos Theofilou, Vice President – Senior Analyst, Financial Institutions Group
11.10 - 11.30 Refreshment Break  
11.30 – 12.15 Infrastructure Panel: Sustainable development in Sub-Saharan Africa: A private  sector perspective

This panel will explore the implications of sustainable development considerations  in the context of Sub-Saharan Africa.

Moderator: Andrew Davison,  Senior Vice  President, Infrastructure Finance Group  
Panellists:
James Doree, Managing Director,  Lion’s Head Global Partners
Janice  Kotut-Sang, Regional Director - East and South Africa, GuarantCo
Nadia Nikolova, Director - Alternative Investments, Allianz Global Investors
Chris Bredholt, Vice President – Senior Credit Officer, Infrastructure Finance Group
12.15 – 13.00 Corporate Finance Panel: Investing in Africa’s property market, managing risk in low rated countries        
Moderator:
Mario Santangelo, Associate Managing Director, Corporate Finance Group
Panellists:
Kay C. Hope, Director, Bank of America Merrill Lynch, Emerging Markets Corporate Credit Research
Thomas Reilly, Managing Director, Growthpoint Investec African Properties Limited
Rehan Akbar, Senior Credit Officer, Corporate Finance Group
13.00 Closing Remarks

Sean Marion, Managing Director, Financial Institutions Group

Guest Speakers

Kevin Daly
Portfolio Manager
Emerging Market Debt

Guest Speaker

Aberdeen Standard

Guest Speaker

Aberdeen Standard

Portfolio Manager
Emerging Market Debt
Kevin Daly
James Doree
Managing Director

Guest Speaker

Lion’s Head Global Partners

Guest Speaker

Lion’s Head Global Partners

Managing Director
James Doree
Kay C. Hope
Director
Emerging Markets Corporate Credit Research

Guest Speaker

Bank of America Merrill Lynch

Guest Speaker

Bank of America Merrill Lynch

Director
Emerging Markets Corporate Credit Research
Kay C. Hope
Janice Kotut-Sang
Regional Director, East & South Africa

Guest Speaker

GuarantCo

Guest Speaker

GuarantCo

Regional Director, East & South Africa
Janice Kotut-Sang
Nadia Nikolova
Director - Alternative Investments

Guest Speaker

Allianz Global Investors

Guest Speaker

Allianz Global Investors

Director - Alternative Investments
Nadia Nikolova
Thomas Reilly
Managing Director

Guest Speaker

Growthpoint Investec African Properties Limited

Guest Speaker

Growthpoint Investec African Properties Limited

Managing Director
Thomas Reilly
Adesoji Solanke
Director
Frontier / SSA Banks Equity Research

Guest Speaker

Renaissance Capital

Guest Speaker

Renaissance Capital

Director
Frontier / SSA Banks Equity Research
Adesoji Solanke

Moody's Speakers

Rehan Akbar
Vice President – Senior Credit Officer
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Vice President – Senior Credit Officer
Rehan Akbar
Antonello Aquino
Associate Managing Director -
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Associate Managing Director -
Antonello Aquino
Christopher Bredholt
Vice President - Senior Credit Officer
EMEA Infrastructure Finance

Moody's Investors Service

Moody's Investors Service

EMEA Infrastructure Finance
Vice President - Senior Credit Officer
Christopher Bredholt
Andrew Davison
Senior Vice President -
Project & Infrastructure Finance

Moody's Investors Service

Moody's Investors Service

Project & Infrastructure Finance
Senior Vice President -
Andrew Davison
Marie Diron
Managing Director
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Managing Director
Marie Diron
Mik Kabeya
Assistant Vice President, Analyst
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Assistant Vice President, Analyst
Mik Kabeya
Constantinos Kypreos
Senior Vice President
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Senior Vice President
Constantinos Kypreos
Akin Majekodunmi
Vice President - Senior Credit Officer
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Vice President - Senior Credit Officer
Akin Majekodunmi
Aurelien Mali
Vice President - Senior Credit Officer
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Vice President - Senior Credit Officer
Aurelien Mali
Sean Marion
Managing Director -
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Managing Director -
Sean Marion
Matt Robinson
Associate Managing Director - Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Associate Managing Director - Sovereign Risk Group
Matt Robinson
David Rogovic
Vice President - Senior Analyst
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Vice President - Senior Analyst
David Rogovic
Mario Santangelo
Associate Managing Director
Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Corporate Finance Group
Associate Managing Director
Mario Santangelo
Christos Theofilou
Vice President - Senior Analyst
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Vice President - Senior Analyst
Christos Theofilou
Lucie Villa
Vice President – Senior Credit Officer
Sovereign Risk Group

Moody's Investors Service

Moody's Investors Service

Sovereign Risk Group
Vice President – Senior Credit Officer
Lucie Villa

Any questions please contact:

Janette Niccolls

Assistant Director

janette.niccolls@moodys.com