The Sub-Saharan Africa London Briefing

Wednesday, September 26, 2018

September 2018

Briefing

Global Macroeconomic Scenario Update With an Outlook for EMEA

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

The Sub-Saharan Africa London Briefing

Wednesday, September 26, 2018
September 2018
Grocers' Hall
London

The Sub-Saharan Africa London Briefing

Wednesday, September 26, 2018
September 2018
Grocers' Hall
London

The Sub-Saharan Africa London Briefing

Wednesday, September 26, 2018
September 2018
Grocers' Hall
London

The Sub-Saharan Africa London Briefing

Wednesday, September 26, 2018
September 2018
Grocers' Hall
London

The Sub-Saharan Africa London Briefing

Wednesday, September 26, 2018
September 2018
Grocers' Hall
London

About this Summit

Gain granular insights on Sub-Saharan Africa's highs and lows and forward looking views on its creditworthiness.

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

More details coming soon.

Any questions please contact

mirley.ribas@moodys.com