ASIFMA Structured Finance Conference 2015 (Asian ... Structure Finance...ASIFMA Structured Finance...

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ASIFMA Structured Finance Conference 2015 (Asian Securitization and Covered Bonds) October 2015 – HONG KONG An industry-wide event for a selected list of senior speakers and delegates representing Leading Market Practitioners of the Securitization and Covered Bonds Industry, including Sell-side, Investors, Issuers, Corporate Treasurers, Global and Regional Regulatory Community to participate in key policy discussions on ways to develop Asia’s securitization and covered bonds markets. We Welcome Your Support and Participation Now! *If you are interested in participating as: A sponsor An endorser (for relevant trade-associations only) A member of program working group (for ASIFMA members and confirmed sponsors only) A media partner A delegate please email to Michelle Cheung, [email protected] .

Transcript of ASIFMA Structured Finance Conference 2015 (Asian ... Structure Finance...ASIFMA Structured Finance...

ASIFMA Structured Finance Conference 2015 (Asian Securitization and Covered Bonds)

October 2015 – HONG KONG

An industry-wide event

for a selected list of

senior speakers and delegates representing

Leading Market Practitioners of the

Securitization and Covered Bonds Industry,

including Sell-side,

Investors, Issuers,

Corporate Treasurers,

Global and Regional Regulatory Community

to participate in key policy discussions on ways to develop Asia’s

securitization and covered bonds markets.

We Welcome Your Support and Participation Now!

*If you are interested in participating as:

A sponsor

An endorser (for relevant trade-associations only)

A member of program working group (for ASIFMA members and confirmed sponsors only)

A media partner

A delegate please email to Michelle Cheung, [email protected] .

DEVELOPING ASIAN CAPITAL MARKETS

ASIFMA Structured Finance Conference 2015

Event Factsheet (subject to continued discussion with the ASIFMA Program Working Group)

Theme: Asian Securitization and Covered Bonds Date: Workshop - Wed 14 Oct 2015; Main Conference – Thu 15 Oct 2015 Location: Hong Kong Objective: Bring together once a year the structured finance community from across Asia and the world to meet with the regulatory community, network with issuers and investors, and participate in key policy discussions on ways to develop Asia’s securitization/covered bonds market. Program format: One-day conference with workshop, keynote speeches, presentations, panel discussions, concurrent roundtables and networking sessions. Speaker: Leading market practitioners of the securitization and covered bonds industry, including sell-side, investors, issuers, corporate treasurers, global and regional regulatory community. Sponsorship: Sponsorship opportunities are open to ASIFMA members and non-members. Active Asia securitization and covered bonds practitioners are particularly encouraged. Delegate profile: This event is expected to attract around 300 attendees and industry representatives, initially by invitation-only and then marketed to a wider audience. Delegate fees: Admission is free of charge for invited regulators and confirmed speakers. Discounted rate at USD500 applies to members of ASIFMA and the conference endorsers (original price at USD600). Sponsorship packages include a limited number of delegate passes.

Press: The event is open to the press. For all media inquiry, please contact Corliss Ruggles at [email protected]. ASIFMA Contact: Michelle Cheung, Manager – Events and Conferences at [email protected].

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About ASIFMA Structured Finance Conference 2014

The inaugural specialized event, ASIFMA Structured Finance Conference 2014, was held

in September 2014 in Singapore themed ‘Asian Securitization and Covered Bonds’.

The conference attracted over 250 participants representing securitization/covered

bonds Industry and structured finance communit ies from Asia and the world in both

sessions of informative conference and interactive roundtables. Among the almost 50

senior speakers we had GE Capital International, Australian Securitization Forum,

HSBC, Standard Chartered, BMW, Suncorp, Fitch Ratings, PWC, DBS, Clifford Chance ,

Bank of America Merrill Lynch and many other leading financial organisations.

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This 1-day conference provided an excellent opportunity to bring together the structured

finance community from across Asia and the world to meet with the regulatory

community, network with issuers and investors, and participates in key policy

discussions on ways to develop Asia’s securitization/covered bonds market, which as a

key component of ASIFMA ’s efforts to deepen, broaden and make more liquid the capital

markets in Asia.

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We expressed our sincere gratitude for the valuable supports from the 8 Gold Sponsors namely Clifford Chance, DBS, Ernst & Young, Fitch Ratings, Moody's, Perpetual, Standard & Poor's, and Westpac as well as the 6 Silver Sponsors namely Citi, Deutsche Bank, firstmac, HSBC, King & Wood Mallesons and Standard Chartered. It is also appreciated of having Fitch Ratings, Moody’s and Australian Securitisation Forum as our exhibitors.

With high praise from speakers, sponsors, endorsers and the media, most of them found

the speakers excellent, the conference highly informative and valuable with the

opportunity to meet with the various stakeholders in Asia’s securitization and covered

bonds markets.

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List of Participating Organisations in 2014: Aegis Capital Allgrace Investment Management Pte Ltd AmCham Singapore ANZ Banking Group Limited APSA Asia Securities Industry & Financial Market Association (ASIFMA) Asian Development Bank (ADB) Australian Securitisation Forum (ASF) BAML Bank Of America Merrill Lynch Bank of Thailand Barclays Bank Plc BBC World News The Business Times Bloomberg L.P. BMW The Bank of Tokyo-Mitsubishi UFJ, Ltd. CanningHill Advisors International CapitaCommercial Trust Management Limited Channel NewsAsia China Taiping Insurance Holdings Citi Citic Securities Clearstream Banking Clifford Chance Cornerstone Credit Guarantee & Investment Facility Credit Suisse DBS Dealogic Decillion Deloitte & Touche LLP Deutsche Bank Deutsche Bank AG Dong Fang International Asset Management Eastspring Investments The Edge Singapore Ernst & Young Tax Services Limited Firstmac Limited Fitch Ratings Ford Credit Asia Pacific & Africa

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Freshfields Bruckhaus Deringer GE Capital International Global tax free HSBC Ifers IFM Investors Pty Ltd IIML Fund Managers (Singapore) Pte Ltd Indonesia Stock Exchange Industrial and Commercial Bank of China (Asia) Limited ING International Capital Market Association (ICMA) IPP Financial Advisers Pte Ltd J.P. Morgan J.P. Morgan Asset Management (Singapore) Ltd Japan Securities Dealers Association KAFCO King & Wood Mallesons KPMG Lion Global Investors Mandal asset management LLC Mayer Brown Ministry of Housing Mizuho Moody's Nagashima Ohno & Tsunematsu OCBC Perpetual PIAS PricewaterhouseCoopers Limited Prime Collateralized Securities Principal Global Investors PRMIA Professional Investment Advisory Services Pte Ltd PT SMF (PERSERO) pt.sarana multigriya finansial PWC RBS Resource Capital Markets RHB Bank Bhd Securities & Futures Commission Securities and Exchange Commission Securitization Forum of Japan Shanghai Horizon Investment Management Co Ltd

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Shenton Sidley Austin Singapore Exchange Singapore Polo Club Spring International Ventures Pte Ltd ST Asset Management Standard & Poor's Ratings Services Standard Chartered State Street Global Advisors Strategic Capital Global Sumitomo Mitsui Banking Corporation Suncorp The Bank of Tokyo-Mitsubishi UFJ, Ltd. Thomson Reuters Threadneedle Investments Singapore (Pte.) Limited TMF Group TMF SINGAPORE H PTE. LTD. TODAY UBS United Overseas Bank Universal Financial Solutions Ltd UOB UOB Asset Management UOB Bank Wall Street Journal Westpac Group Westpac Institutional Bank YQ Management Consulting Pte Ltd YWL

Event Website: For more about ASIFMA Structured Finance Conference 2014: http://www.asifma.org/structuredfinance2014/

For more information about ASIFMA events: http://www.asifma.org/events/

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ASIFMA Structured Finance Conference 2014 “Asian Securitization and Covered Bonds” - Program

Date: 16 September 2014 Theme: Securitization and Covered Bonds Workshop Venue: DBS Marina Bay Financial Center, Tower 3, Level 45, Singapore Time: 14:00 – 17:30

14:00 Introduction and Case Study for Securitization and Covered Bonds

Chris Dalton, Chief Executive Officer, Australian Securitisation Forum

Alex Sell, Chief Operating Officer, Australian Securitisation Forum

15:00 Legal aspects of Securitization and Covered Bonds

Paul Smith, Partner, King & Wood Mallesons

15:20 Tax implications of Securitization and Covered Bonds

Jonathan Culver, Senior Manager, Financial Services Tax, International Tax Services, Ernst & Young

Desmond Teo, Partner, Financial Services Tax, International Tax Services, Ernst & Young

15:40 Break

16:00 Developments in the European Securitization and Covered Bonds Market

James Pedley, Senior Associate, Clifford Chance

16:45 Developments in the US Securitization Market

Jason H.P. Kravitt, Partner, Mayer Brown

17:30 Close

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Date: 17 September 2014 Theme: Asian Securitization and Covered Bonds Venue: Marina Bay Sands, Singapore

(Peony Ballroom, Level 4, Sand Expo & Convention Centre) Time: 8:00 – 19:30

8:00 – 8:30 Registration, Networking

8:30 – 8:40 Welcome Address

Mark Austen, Chief Executive Officer, Asia Securities Industry & Financial Markets Association (ASIFMA)

8:40 – 9:20 Keynote Address: The Role of Securitization

Robert Plehn, Head of Capital Markets, GE Capital International

9:20 – 10:10 Meeting the Challenge: Securitization, Covered Bonds, and other Structured Products Current state of the markets Public vs. private transactions Impact of global and local regulations What are the drivers for growth?

Chris Dalton, Chief Executive Officer, Australian Securitisation Forum (Moderator)

Andor Meszaros, Director, Securitized Products, Capital Markets Origination, Citibank

BooHock Khoo, Vice-President, Operations, Credit Guarantee & Investment Facility

Peeyush Pallav, Vice President, Treasury and Markets, DBS Bank

Kyson Ho, Managing Director, Head of Structured Finance, Asia-Pacific, Capital Financing, Global Banking and Markets, HSBC

Sarah Hofman, Head of Primary Markets Australia, Royal Bank of Scotland Alec Yang, Director, Capital Markets Solutions, Standard Chartered

10:10 – 10:40 Coffee Break

10:40 – 11:30 Issuers Roundtable Rationale, motivation and process What has changed since the credit crisis? Identifying new sectors and assets (personal loan, cards, commercial paper (CP), SME loan, ABS for sukuk, project finance/infrastructure finance, auto loan, RMBS) Where is the covered bonds market? Is the state of banks deleveraging in Asia ongoing? Potentials for local currency securitization

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Leopold Visser, Regional Treasurer, BMW

Yeoh Hong Nam, Senior Vice President, Head of Wholesale Funding, DBS Bank

Winnie Siu, Senior Vice President, Financing & investor Relationship, Credit Risk Management, Dong Fang International Asset Management

James Austin, CFO, Firstmac Limited

Jason Behnke, Treasurer, Ford Credit Asia Pacific & Africa

Peter Casey, Deputy Treasurer, ING

Vera Chaplin, Managing Director, Structure Finance Ratings, Standard & Poor’s Rating Services (Moderator)

Tim Hughes, Treasurer, Suncorp

11:30 – 12:20 Investors Roundtable Why invest in securitized assets and covered bonds? What are the challenges in APAC? The search for yield – new assets that provide yield enhancement What have investors learnt since the credit crisis? Is secondary market liquidity important?

Ben McCarthy, Managing Director and Head of Asia-Pacific Structured Finance and Covered Bonds, Fitch Ratings (Moderator)

Olga Krainuchenko, Director, Commercial, IFM Investors

Sam Vilo, Managing Director, Head of ALM, Standard Chartered

Ankit Garg, Director, ABS Portfolio Management, Financial Markets, Standard Chartered

Rodney Ung, Senior Director, Credit and Structured Investments, UOB Asset Management

12:20 – 13:15 Buffet Lunch (networking)

13:15 – 15:15 Simultaneous breakout streams - I. Securitization and II. Covered Bonds:

13:15 – 14:15

Securitization Stream (Peony Ballroom)

China Securitization Market

Cristina Chang, Director at Citigroup Global Markets Asia Limited, Citibank

David Zhang, Senior Vice President, CITIC Securities

Ivy Fung, Director, Head of Sales for Trust & Agency Services - Greater China Issuer Services, Institutional Cash & Securities Services, Global Transaction Banking, Deutsche Bank

Roy Zhang, Partner, King & Wood Mallesons

Jerome Cheng, Senior Vice President, Structured Finance Group, Moody’s Investors Service

Steven Chen, Director, Standard Chartered

Aaron Lei, Structured Finance Director, Standard & Poor's Rating Services (moderator)

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14:15 – 15:15 Asian Cross-Border Securitization

Patrick Pang, ASIFMA (moderator)

Hee Suk Noh, Head of ABS Asia, Structured Capital Markets, ANZ Banking Group Limited

Alexander Batchvarov, Managing Director, Bank Of America Merrill Lynch

Shaun Sakhrani, Director, Structured Finance, Asia-Pacific, Capital Financing, Global Banking and Markets, HSBC

Addison Everett, Partner, PricewaterhouseCoopers

Ian Bell, Head of the PCS Secretariat, Prime Collateralized Securities

Rahul Arora, Head of Structured and Asset Finance, Asia; Debt Capital Markets, Westpac Banking Corporation

13:15 – 14:15

Covered Bonds Stream Australian Covered Bonds

Christopher Walsh, Partner, Clifford Chance

Sofie Sullivan-Becaus, Executive Director, Head of Securitized Products Group, APAC, J.P. Morgan

Paul Smith, Partner, King & Wood Mallesons

Jennifer Wu, Vice President – Senior Credit Officer, Moody’s Investors Service (moderator)

Rod Ellwood, General Manager Capital Markets Fiduciary Services, Perpetual Corporate Trust

Tim Hughes, Treasurer, Suncorp Bank

14:15 – 15:15 Asian Covered Bonds

Vijay Chander, Executive Director, ASIFMA

Christopher Walsh, Partner, Clifford Chance

Colin Chen, Managing Director and Head Structured Debt Solutions, Treasury and Markets, DBS

Claire Heaton, Director, Product specialist Covered Bonds, Fitch Ratings

Jennifer Jiang, Global Head of RMB Solutions, J.P. Morgan

Craig Parker, Executive Director, Head of Structured and Asset Finance, Westpac Banking Corporation (moderator)

15:15 – 15:45 Coffee Break

15:45 – 17:30 Simultaneous Roundtables – Group A and Group B There are two consecutive sessions of 3 simultaneous roundtables, each representing a designated topic with at least one sponsor/moderator leading the discussion. Delegates free to join any table.

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15:45 – 16:30 Group A:

(1) Credit Ratings Process

Helen Wong, Senior Director, Head of Non-Japan Asia Structured Finance, Fitch Ratings

Jerome Cheng, Senior Vice President, Structured Finance Group, Moody’s Investors Service

(2) Taxation Impact on Securitization/Covered Bonds in Asia

James Badenach, Partner, Financial Services Tax, Ernst & Young

Leonard Nicita, Partner, Financial Services Tax, Ernst & Young

(3) G3 Securitization/Covered Bond Products sold into Asia

Alexander Batchvarov, Managing Director, Bank Of America Merrill Lynch

16:30 – 17:15 Group B:

Credit Enhancement/Guarantees to Facilitate Market Development

BooHock Khoo, Vice-President, Operations, Credit Guarantee & Investment Facility

Role of Trustees, Agents and Administrators in an era of increased compliance

Ross Maree, Vice President, Sales Manager Issuer Services, Institutional Cash & Securities Services, Global Transaction Banking, Deutsche Bank AG

Rod Ellwood, General Manager Capital Markets Fiduciary Services, Perpetual Corporate Trust

Matthew Allen, Senior Vice President - Singapore, The Trust Company, Part of Perpetual

Imran Khan, Regional Head of Structured Finance Services, APAC, TMF Group

Impact of European Regulation (AIFMD, CRD II/IV, CRA3) and US Regulation (Volker, Dodd-Frank and Commodity Pool Operator)

Yvonne Siew, Partner, Allen & Overy

James Pedley, Senior Associate, Clifford Chance

Jason Kravitt, Partner, Mayer Brown

17:30 – 17:35 Concluding Remarks – Summary of Conference

17:35 – 18:30 Networking Drinks

DEVELOPING ASIAN CAPITAL MARKETS

ASIFMA Structured Finance Conference 2015 (Asian Securitization and Covered Bonds)

15 October 2015 – HONG KONG

Sponsorship Proposal

Welcome Your Support Now!

Extended Early-bird Discount: 10% off for confirmation of more than one sponsorship package

on or before 31 May 2015

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Sponsorship Packages

Conference Sponsorship Opportunities Multiple allocations available Gold – HK $60,000 for Members and HK $80,000 for Non-Members 1 preferential speaking slot (panelist or moderator role to be determined at ASIFMA’s

discretion)

5 full conference delegate passes for staff and/or qualified guests (each delegate pass is priced at USD500 for ASIFMA members/ USD600 for non-members)

Highest level of logo placement and acknowledgement in all conference publicity materials

Company profile and advertisement in the conference program Silver – HK $30,000 for Members and HK $40,000 for Non-Members 2 full conference delegate passes for staff and/or qualified guests (each delegate pass is

priced at USD500 for ASIFMA members/ USD600 for non-members)

Middle logo placement and acknowledgement in all conference publicity

Company profile and advertisement in conference program Marketing Sponsorship Opportunities New! Interactive Event Mobile App (1 allocation) – HK$50,000 for Members and HK$65,000 for Non-Members

Exclusive sponsorship for the advanced, multi-use conference communications tool using conference participants’ own mobile phones for real-time posting of questions, polling, emailing, attendee messaging and conference information updates

Leading sole e-banner advertisement in the mobile app (with link to your preferred website, e-banner design by the Sponsor)

3 e-documents under ‘Reference Info’ section for app users to download

1 preferred icon image under ‘Sponsors and Supporters’ section (icon design by the Sponsor)

Branded at 1 preferred polling session during the conference

3 delegate passes for Sponsor’s staff and/or qualified guests (each delegate pass is priced at USD500 for ASIFMA members / USD600 for non-members)

Logo placement and acknowledgment in all conference publicity materials

Company profile and advertisement in conference program New! E-Banner on Interactive Event Mobile App (max 8 allocations) – HK$5,000 for Members and HK$6,500 for Non-Members *only if the above “Interactive Mobile App Service” package is not taken. *not included in the early-bird discount offer.

1 e-banner advertising opportunity in the mobile app (with link to your preferred website, rotating with other e-banner sponsors, e-banner design by the Sponsor)

1 e-document available under ‘Reference Info’ section for app users to download

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Exhibition Area (maximum 6 allocations) – HK$40,000 for Sponsors and HK $50,000 for Non-Sponsors 1 exhibition area limited to “3m x 2m” in total located in the lunch/coffee break area

3 conference passes per exhibitor to manage the booth

Table (6 ft. x 30 in.) and 2 chairs will be supplied by the hotel for those that are not bringing their own booth. (Booth set up, management and decoration, will be at the discretion of the exhibitor).

Delegate Bags (1 allocation) – HK$30,000 for Members and HK $40,000 for Non-Members Delegate bags with logo placement for all conference attendees (co-branded only with

ASIFMA)

Logo placement and acknowledgement in all conference publicity materials

Company profile in conference program

Opportunity to distribute 1 item of your own marketing material or giveaway via the conference delegate bag

Name Badge Lanyards (1 allocation) – HK$20,000 for Members and HK $25,000 for Non-Members Lanyards with logo placement for all conference attendees (co-branded only with ASIFMA)

Logo placement and acknowledgement in all conference publicity materials

Company profile in conference program

Opportunity to distribute 1 item of your own marketing material or giveaway via the conference delegate bag

Cappuccino/Latte Corner, Fruit Juice Corner, Soft Drink Corner (1 allocation per Corner) – HK$80,000 per Corner for Members and HK$100,000 per Corner for Non-Members

Provide all conference participants with more drink option at the event, using tailor-made cups produced by ASIFMA with the corresponding Sponsor’s logo

Each Corner is set up and managed by the venue & catering provider, under ASIFMA’s supervision (location determined at ASIFMA’s discretion)

Display of 1 Sponsor’s banner at the corresponding Corner (Banner to be provided by Sponsor, exact banner size to be confirmed)

5 delegate passes for Sponsor’s staff and/or qualified guests (each delegate pass is priced at USD500 for ASIFMA members / USD600 for non-members)

Logo placement and acknowledgement in all conference publicity materials

Company profile in conference program

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Networking Sponsorship Opportunities Single allocation available VIP Networking Lunch – HK$80,000 for Members and HK $100,000 for Non-Members Networking event for a selection of 50 VIPs (inclusive of catering)

5 VIP lunch passes for staff and/or qualified guests

2 full conference delegate passes for staff and/or qualified guests

Logo placement and acknowledgment in all conference and lunch event publicity materials

Company profile and advertisement in conference program Cocktail Reception – HK$100,000 for Members and HK $130,000 for Non-Members Exclusive 1 hour cocktail event for conference participants following the conference (inclusive

of drinks)

1 keynote speaking slot at the cocktail

20 cocktail passes for staff and/or qualified guests

1 speaking slot at the conference (panelist or moderator role to be determined at ASIFMA’s discretion)

5 full conference delegate passes for staff and/or qualified guests

Logo placement and acknowledgment in all conference and cocktail publicity materials

Company profile and advertisement in conference program ENDORSER Opportunities Branding as the Conference’s Endorser for Non-Member Trade Associations

1 full conference delegate pass for staff and/or qualified guest

Purchase delegate passes at Member price USD500 for each

Logo placement and acknowledgement in all conference publicity materials

Endorser will promote the conference by mass email distribution of the conference invitation and issue reminders to the Endorser’s members and/or clients, posting the conference information on the Endorser’s website and newsletters from three months prior to the conference.

Important Notes: ** All sponsorship opportunities will be allocated on the basis of first come and confirmed, first served. If you require time for your internal approval process, ASIFMA can reserve the package(s) for you for a maximum of 1 week. ** The sponsorship prices may be subject to change and mutual agreement will be required. Interested parties should contact Michelle Cheung at [email protected]. We appreciate your continued support of ASIFMA and look forward to seeing you at the conference.