MA Economic Outlook Conference
Monday, June 1, 2020
June
June 1-3, 2020
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Our Economic Outlook Conference will cover the impact of the global, macro and regional economies on housing, credit, auto, labor, real estate, fiscal policy and emerging markets, as well as critical issues such as CECL and climate change.

08.00Moody’s CreditView workshop - Presented by Moody's Analytics (45 min)

Learn how to enhance your fundamental credit analysis using Moody's CreditView                       

Discover how Moody's CreditView can facilitate your fundamental credit analysis. You will learn how you can quickly access core credit information, and how to deep-dive into a full suite of research, data and services, to help you get it done.

08.30Registration & Coffee

09.00Opening Remarks

Chairman - Alastair Wilson, Global Head of Sovereign Ratings

09.10 Big Picture Presentation

Atsi Sheth, Head of Credit Strategy

09.3Spotlight Conversation

• Geopolitics and domestic politics

• Heightened contagion risk

• Damage to trade

Mark Mobius, Founder, Mobius Capital Partners

In conversation with Alastair Wilson, Global Head of Sovereign Ratings

10.15 Investor & Issuer Panel

Led by Rahul Ghosh, Senior Vice President – Global Emerging Markets Research

Hanan Morsy, Director, Macroeconomic Policy, Forecasting and Research Department, African Development Bank

Guest speakers to be announced

11.00Networking & Coffee Break

11.30Presentation on Rating & Default Trends

Rahul Ghosh, Senior Vice President – Global Emerging Markets Research

11.50FT Insights Panel

Emerging Market Credit Trends

• Cyclical and structural challenges facing EM corporates

• Assessing risk in an unpredictable credit environment

• Rising Social risk and a worsening Environment

• Winners and losers: effective Governance, debt and liquidity

Led by Jonathan Wheatley, Emerging Markets Editor, Financial Times  

Marie Diron, Head of Asia Pacific, Middle East, & Africa Sovereigns

Gary Lau, Head of North Asia (Ex-Japan) Corporates

Terry Fanous, Head of APAC Public, Project & Infrastructure Finance

Sean Marion, Head of Emerging EMEA Banks  

Marianna Waltz, Head of LATAM Corporates

12.30Lunch  

13.30Round One: 13.30 – 14.30 | Round Two: 14.40 – 15.40

Round One: 13.30 – 14.30 | Round Two: 14.40 – 15.40

Round 2: 14.40 – 15.40 Join 2 out of 6 the most relevant regional breakout sessions for more granular credit view on specific countries and sectors.  

The engaging format of these sessions will focus on audience Q&A, as well as the latest regional trends and credit drivers.    

CHINA

Jennifer Wong, China Sub-Sovereign

Minyan Liu, China Banks

Gary Lau, Head of North Asia (Ex-Japan) Corporates

INDIA & SOUTH EAST ASIA

Led by Laura Acres, Head of Southeast Asia & India Corporates

Sovereign representative to be confirmed

Srikanth Vadlamani, APAC Banks

Terry Fanous, Head of APAC Public, Project & Infrastructure Finance or nominee

LATAM

Mauro Leos, Head of LATAM & Caribbean Sovereigns

Ceres Lisboa, LATAM Banks

AFRICA

Aurelien Mali, Africa Sovereigns

Constantinos Kypreos, Africa and Middle East Banks and/or

Akintunde Majekodunmi, Sub-Saharan Africa Banks

Rehan Akbar, South Africa Corporates

TURKEY & GCC

Sarah Carlson, European Sovereigns

Thaddeus Best, Africa and Middle East Sovereigns

Henry MacNevin, Head of GCC Banks

Dion Bate, GCC and Turkey Corporates

RUSSIA & EMERGING EUROPE

Evan Wohlmann, Russia and CIS Sovereigns

Denis Perevezentsev, Russia and CIS Corporates

Melina Skouridou, Emerging Europe Banking

Martin Fujerik, Emerging Europe Corporates

15.40Networking: Take the  opportunity to connect with the analysts

16.00Close of the Summit

08.00Moody’s CreditView workshop - Presented by Moody's Analytics (45 min)

Learn how to enhance your fundamental credit analysis using Moody's CreditView                       

Discover how Moody's CreditView can facilitate your fundamental credit analysis. You will learn how you can quickly access core credit information, and how to deep-dive into a full suite of research, data and services, to help you get it done.

08.30Registration & Coffee

09.00Opening Remarks

Chairman - Alastair Wilson, Global Head of Sovereign Ratings

09.10 Big Picture Presentation

Atsi Sheth, Head of Credit Strategy

09.3Spotlight Conversation

Mark Mobius, Founder, Mobius Capital Partners

In conversation with Alastair Wilson, Global Head of Sovereign Ratings

10.15 Investor & Issuer Panel

EM credit conditions: The view from the ground

Led by Rahul Ghosh, Senior Vice President – Global Emerging Markets Research

Guest speakers to be announced

11.00Networking & Coffee Break

11.30Presentation on Rating & Default Trends

Should we be worried about emerging market corporate debt levels?

Rahul Ghosh, Senior Vice President – Global Emerging Markets Research

11.50FT Insights Panel

Emerging Market Credit Trends

Led by Jonathan Wheatley, Emerging Markets Editor, Financial Times  

Marie Diron, Head of Asia Pacific, Middle East, & Africa Sovereigns

Gary Lau, Head of North Asia (Ex-Japan) Corporates

Terry Fanous, Head of APAC Public, Project & Infrastructure Finance

Sean Marion, Head of Emerging EMEA Banks  

Marianna Waltz, Head of LATAM Corporates

12.30Lunch  

                      REGIONAL BREAKOUT SESSIONS: Six streams, each session run twice

13.30Round One: 13.30 – 14.30 | Round Two: 14.40 – 15.40

Pick which two of our regional breakout sessions is most relevant to you to enjoy a more granular credit view on specific countries and sectors. These sessions will aim to engage the audience in a discussion and to answer your questions.

CHINA

Led by Marie Diron, Head of Asia Pacific, Middle East, & Africa Sovereigns

Jennifer Wong, China Sub-Sovereign

Minyan Liu, China Banks

Gary Lau, Head of North Asia (Ex-Japan) Corporates

INDIA & SOUTH EAST ASIA

Led by Laura Acres, Head of Southeast Asia & India Corporates

Srikanth Vadlamani, APAC Banks

Terry Fanous, Head of APAC Public, Project & Infrastructure Finance or nominee

LATAM

Led by Marianna Waltz, Head of LATAM Corporates

Mauro Leos, Head of LATAM & Caribbean Sovereigns

Ceres Lisboa, LATAM Banks

AFRICA

Led by Matt Robinson, Head of Middle East & Africa Sovereigns

Aurelien Mali, Africa Sovereigns

Constantinos Kypreos, Africa and Middle East Banks and/or

Akintunde Majekodunmi, Sub-Saharan Africa Banks

Rehan Akbar, South Africa Corporates

TURKEY & GCC

Led by David Staples, Head of Emerging EMEA Corporates

Sarah Carlson, European Sovereigns

Thaddeus Best, Africa and Middle East Sovereigns

Henry MacNevin, Head of GCC Banks

Dion Bate, GCC and Turkey Corporates

RUSSIA & EMERGING EUROPE

Led by Victoria Maisuradze, Head of Russia & CIS Corporates

Evan Wohlmann, Russia and CIS Sovereigns

Denis Perevezentsev, Russia and CIS Corporates

Melina Skouridou, Emerging Europe Banking

Martin Fujerik, Emerging Europe Corporates

15.40Networking: Take the  opportunity to connect with the analysts

Moody's analysts will be available to answer any further questions you might have.    

16.00Close of the Summit

Keynote Speakers

Victor Calanog
Chief Economist & Senior Vice President

Moody's Analytics

Moody's Analytics

Chief Economist & Senior Vice President
Victor Calanog
Mark Zandi
Chief Economist

Moody's Analytics

Moody's Analytics

Chief Economist
Mark Zandi

Speakers

Andres Carbacho-Burgos
Director-Economic Research

Moody's Analytics

Moody's Analytics

Director-Economic Research
Andres Carbacho-Burgos
Steve Cochrane
Chief APAC Economist
Economic Solutions Group

Moody's Analytics

Moody's Analytics

Economic Solutions Group
Chief APAC Economist
Steve Cochrane
Dante DeAntonio
Senior Economist

Moody's Analytics

Moody's Analytics

Senior Economist
Dante DeAntonio
Cris deRitis
Senior Director

Moody's Analytics

Moody's Analytics

Senior Director
Cris deRitis
Marisa DiNatale
Senior Director

Moody's Analytics

Moody's Analytics

Senior Director
Marisa DiNatale
Richard Hopkin
Managing Director, Head of Fixed Income, Capital Markets

AFME

Guest Speaker

Guest Speaker

AFME

Managing Director, Head of Fixed Income, Capital Markets
Richard Hopkin
Dr. Juan M. Licari
Managing Director - Chief International Economist

Moody's Analytics

Moody's Analytics

Managing Director - Chief International Economist
Dr. Juan M. Licari
CONTACT US

Heather Ely

heather.ely@moodys.com