8th Annual Innovations in Trade & Export Finance Conference

Description

Exporta returns to New York once again to explore and reassess the continuing transformation of global trade dynamics and its impact on the North American markets. Now considered the primary event of its kind in the region, the 8th Annual Innovations in Trade & Export Finance Conference will act as a key meeting point for those tasked with confronting the global financial crisis through discussion and real life case studies from leading industry specialists.

Topics to be covered:
• Analyzing the impact of volatile global markets on North American trade flows
• How are corporates navigating current regional and global challenges?
• Assessing intra-regional trade across the Americas
• How much risk are trade financiers currently prepared to take?
• The role of export finance and ECAs in providing essential liquidity for North American exports
• What support mechanisms are available for SMEs?
• Tracking innovations in trade finance solutions
• Examining developments within Asia-Americas trade flows
• Basel III: Why will clients have to pay more for access to cash?
• Accelerating the creation of trade documents for faster payment
• ePresentation: A game changer in Trade Finance
• Case study: What opportunities does Africa hold as an export destination?

Still very much at the forefront of international commerce, North America is continuing to develop its trade flows with emerging markets and is ideally placed to capitalise on both newly established and traditional trade relationships. The conference will examine the latest trade finance developments, with contemporary insight into the hottest topics including, amongst others, establishing corporate priorities and future objectives, export and agency finance development, innovations in supply chain finance, opportunities for trade in Asia, risk mitigation for financiers and traders, Basel III and current risk appetite for trade finance.

With attendance expected to reach record levels, we look forward to welcoming prominent internal actors from the industry’s premier institutions and providers, with last year’s delegation including attendees from the UK, UAE, Brazil, France, the Netherlands, Canada, Belgium, Ghana, Bolivia, Malta, Russia and Hong Kong. As with all Exporta events, numerous networking opportunities will be provided throughout the day to connect with new business contacts, old friends and industry peers.

Who should attend?
• Trade, export and commodity finance heads and directors
• Corporate finance directors, CFOs and treasurers
• Commodity brokers and traders
• Insurance underwriters and brokers
• Export credit agencies
• Multilaterals
• Solution providers
• Lawyers and consultants
• Market analysts and policy advisors

There will be a special reception following the event where all delegates can continue the day's discussions and engage in further dialogue in a more informal setting.

Brochure

Programme

08.00 Registration and refreshments

08.55 Chairman’s opening remarks
Dave Conroy, Managing Director & North America & Global Sales Head, J.P. Morgan

09.00 Analyzing the impact of volatile global markets on North American trade flows
James Glassman, Managing Director & Head Economist, J. P. Morgan
• Profiling the impact of global events, such as the eurozone crisis, on North American trade
• Is a long term perspective needed to bring confidence back to the market?
• Analyzing the increasingly significant role of exports for economic recovery
• How viable are emerging markets for North American organisations looking to expand?

09.30 Panel discussion: How are corporates navigating current regional and global challenges?
Moderator: Geoffrey Brady, Managing Director, Global Trade Sales North America, J.P. Morgan
Sean Martyn, Managing Director, Capital Markets, GE Capital
Jenny Herles, Assistant Treasurer, Credit & Trade Finance, Glencore
Tom Dillon, Director, Corporate Finance & Banking, The Boeing Company
• Affordable borrowing options: How easy is it to find funding in the current environment?
• To what extent have corporate priorities changed due to the destabilisation of ‘established’ markets?
• Analyzing the corporate perspective of emerging market risk and the potential return on investment
• Tailored approach: What products or solutions have banks created to assist corporate growth?

10.15 Networking break

11.00 Basel III: Why will clients have to pay more for access to cash?
Dan Taylor, Executive Director, Global Market Infrastructure, J.P. Morgan
• An update of the Basel committee’s perspective on trade finance
• To what extent will the new legislation affect liquidity and trade levels?
• What do clients need to know about the impact on their borrowing costs?
• What structures should clients put in place to prepare for Basel III?

11.30 What support mechanisms are available for SMEs?
Charles Tansey, Senior Vice-President, Small Business Group, US Exim Bank
• Profiling government initiatives to stimulate the North American SME sector
• What are the challenges for SMEs of finding funding and at the right price?
• Are financial institutions hindering SME growth by concentrating too much on the larger deals?
• For how long will the U.S. administration continue to supply liquidity for SMEs?

12.00 Panel discussion: How much risk are trade financiers currently prepared to take?
Moderator: John Weinshank, Senior Vice-President, Head of Trade Finance & Corporate Banking, China Construction Bank
Bruce Proctor, Trade & Supply Chain Product Executive, Bank of America Merrill Lynch
John Ahearn, Managing Director, Citi
Andrew Tananbaum, Executive Chairman, Capital Business Credit
Gregory Gilbert, Managing Director, Global Trade Risk, J.P. Morgan
Alexander Malaket, President, OPUS Advisory Services International
Dyanne Carenza, Vice-President, Product Development & Business Planning, Global Transaction Banking, Scotiabank
• North American institutions: The view from the ground on the current climate
• In which direction are corporate trade flows moving, and is this in line with expectations?
• What strategies are financial institutions developing regarding future liquidity shortages?
• To what extent has the lack of $US liquidity from Euro banks provided further opportunities for US institutions?
 

12.50 Lunch

Choose between Stream A or Stream B

Stream A: Innovations in trade finance and solutions

Chairman: Dave Conroy, Managing Director & North America & Global Sales Head, J.P. Morgan

14.15 Automating the creation and presentation of trade documents to improve working capital
Amit Jain, Vice-President, Product Manager, Trade & Supply Chain, Bank of America Merrill Lynch
Kirk Lundburg, President & Chief Executive Officer, Trade Technologies
• Solving the export letter of credit documentation conundrum: Bank of America Merrill Lynch and Trade Technologies combined solution for risk mitigation, DSO improvement, cost reduction, visibility and control
• Using technology to defeat geography: Leverage automation for electronic creation and presentation of original UCP compliant documents anywhere around the globe
• Streamline trade documentation to improve efficiency and reduce DSO to 7 days or less

14.45 Panel discussion: Tracking innovations in trade finance solutions
Moderator: Alexander Malaket, President, OPUS Advisory Services International
George Andrianos, Managing Director, Regional Co-Head Supply Chain Management, Global Trade Solutions Americas, BNP Paribas
Valerie Colville, Principal, CC Solutions
Billy Quinn, Managing Director, Codix USA
John Nash, Global Head of Sales & Marketing, Pinnacle Solutions
Cameron Letters, Managing Director, Head of Global Transaction Banking, USA, Santander
• Profiling the innovative solutions and services being offered in trade finance
• How are banks and solution providers tailoring their products to suit current corporate demands?
• Where does the market stand on in-house or 3rd party solution formats?
• Has the increase in exports to emerging markets changed the products clients are using and preferring?

15.35 ePresentation: A game changer in Trade Finance
Arthur Vonchek, Chief Executive Officer, Bolero
• Analyzing the current landscape and future opportunities
• Ensuring value delivery to all parties
• What are the fundamentals of ePresentation?
• Cross industry initiatives: Integration with carrier networks
• BHP Billiton corporate case study

16.05 Networking break

Stream B: Opportunities and challenges within emerging markets

Chairman: Bruce Proctor, Trade & Supply Chain Product Executive, Bank of America Merrill Lynch

14.15 Case study: What opportunities does Africa hold as an export destination?
Vernon Darko, President, Equipxp
• Profiling the rise of Africa as a bilateral trade partner for North America
• Outlining success stories of American companies that have successfully set up in Africa
• Commodity focus: Where do the opportunities lie for expansion? And how can this be funded?
• What do exporters need to know about entering the African market?

14.45 Panel discussion: Assessing intra-regional trade across the Americas
Moderator: Brendan Herley, Director, Syndications, Capital Market, Americas, Standard Chartered Bank
Fredrik Murer, Head of Americas, Political Risk & Credit, Ace Global Markets
Andre Fernandes, Treasury Manager, Bradesco New York
Amy G. Dulin, Partner, Hughes Hubbard & Reed
Antonio Alves, Principal, Regional Head of Short-Term Finance, Americas, IFC
Joao Vianei da Silva, Lead Trade Finance Officer, Structured & Corporate Finance, IADB
• Where do opportunities lie for international institutions?
• How has currency instability impacted appetite for Latin American risk?
• How do opportunities in infrastructure development weigh up against regional levels of political risk?
• The impact of pricing volatility in the Latin American commodities market: Balancing opportunities and costs

15.35 Examining developments within Asia-Americas trade flows
William Evans, Executive Director, Head of Transaction Banking, ANZ Americas
• Tracking the developments and key changes of Asia-Americas trade flows and subsequent financing
• How are current trade trends within Asia widening the export potential for the Americas?
• What role do U.S. and European FIs (both private and developmental) have to play?
• Potential slowdown: Is the ongoing eurozone crisis the biggest threat to growth in Asia?
• Considering the future trade and financing implications of increasing RMB settlements

16.05 Networking break

Final Session: Main Room

16.30 Panel discussion: The role of export finance and ECAs in providing essential liquidity for North American exports
Moderator: Lillian Labbat, Managing Director, Export Finance Advisory Americas Head, J.P. Morgan
David Vandenberg, Director, Structured Finance, Bombardier Aerospace
Al Hamdani, Head, Structured & Project Finance Group, EDC
John Schuster, Director, Project & Structured Finance Head, US Exim Bank
John Neblo, Senior Vice-President, PEFCO
Mini Roy, Director, Head of Americas, Export & Agency Finance, Structured Trade & Commodity Finance, SMBC
• Providing more funding or taking more risk? Analyzing the future development of ECAs
• How can banks and ECAs collaborate to ensure future product relevancy?
• What are the alternative sources of liquidity for export finance and what role do the capital markets play?
• Should governments support transportation finance? And if so, why?
• What role do direct loans have to play in ECA finance?
• Considering future pricing trends and the impact of Basel III

17.20 Close of conference followed by evening drinks reception

Venue

Accommodation

Delegates are responsible for the arrangement and payment of their own travel and accommodation.

Upon registering to attend this event, Exporta will inform you of how to book accommodation at the venue.

Sponsors

Sponsorship opportunities including exhibition stands are available for this event.

To become a sponsor, please contact Tom Whitehead, Head of Sponsorship Sales at twhitehead@exportagroup.com.

Exporta's events have a global reputation, renowned for superb networking opportunities and educational presentations by high-profile speakers.

Time after time our events attract the leading companies in our market as sponsors.

See below for a full list of our Event Sponsors, Institutional Partners and Media Partners and click on the logo to visit their web site.