Friday 9th March 2018 – Day 1
8:00 – Registration & Refreshments
8:45 – Opening Remarks
Dr. Susan Liautaud – Founder & Managing Director, Susan Liautaud & Associates Limited (SLAL)
Dr. Susan Liautaud is Founder of Susan Liautaud & Associates Limited, an international ethics advisory firm. She is also Founder of The Ethics Incubator, a non-profit platform for debate on global ethics issues. She currently serves as Interim Chair of Council and Vice Chair of the Court of Governors of the London School of Economics and Political Science and Chair of the LSE’s Ethics Policy Committee. She is a Lecturer in Public Policy and Law at Stanford University on cutting-edge ethics. She serves on several nonprofit boards and advisory boards, including Care International, Doctors Without Borders/Medecins Sans Frontieres, Pasteur Institute, the UK government’s Centre for Data Ethics and Innovation, the UK government’s Advisory Committee on Business Appointments, and SAP’s AI Advisory Panel.
She holds a PhD in Social Policy from the London School of Economics and Political Science, a JD from Columbia Law School, two BAs and a MA from Stanford University and a MA from the University of London School of Oriental and African Studies.
9:00 – Keynote Session: Outlook for Latin America
Renato Lulia Jacob – CEO, Itau BBA International plc
Renato Lulia is CEO of Itaú BBA International, based in London. Before taking on that role in January 2016, he was managing director in charge of corporate and investment banking for Itaú BBA in Northern Europe, Portugal and Asia. Prior to that, he led the expansion of the bank in Latin America and launched its operations in Argentina, where he then served as head of corporate banking and as a member of the executive committee. Before joining Itaú BBA in Brazil as a senior banker, Renato held various roles with financial institutions in the U.S. and Brazil. He studied civil engineering at the University of São Paulo and recently completed the Advanced Management Program at the Wharton School of the University of Pennsylvania.
9:45 – Panel Discussion: One Belt One Road Initiative
Dr. Yu Jie – Head of China Foresight, LSE Ideas
Dr Yu Jie is Head of China Foresight at LSE IDEAS and teaches at LSE. Her research focuses on the decision-making process of Chinese foreign policy as well as China's economic diplomacy. She appears regularly at major media outlets such as the BBC, the Financial Times, the Independent and the Washington Post, briefs both public institutions such as the European External Action Services(EEAs), Silk Road Fund in Beijing and the UK Cabinet Office on China’s foreign affairs as well as corporates such as Bloomberg and UBS. She served as an expert witness at House of Commons Foreign Affairs Committee. Prior to LSE, she was a management consultant, specialised at Chinese investments in Europe and Chinese market entry strategies for European conglomerates at the London Office of Roland Berger Strategy Consultants,managing projects with EADS, Shanghai Automotive (SAIC),China General Nuclear Group(CGN).
Leon Zhang - Senior Director, Envision Energy
Leon Zhang has assumed executive roles in telecommunications sector and now chairs Envision Energy’s One Belt One Road(‘OBOR’) business globally. With a MSc degree in Posts and Telecommunications of Nanjing University and MBA from Fudan University, he has 15 years front line experience as the country head, regional director in emerging markets e.g. Myanmar, Indonesia, Philippines and Bosnia etc. Leon has been helping bridge gaps for these emerging markets in digitalization, communications and clean energy supply by leveraging OBOR policy and government-to-government soft loan.
Vince Xie QianYi – Partner, Knights Genesis Group
Mr. Vincent Xie is Funding Partner and CEO of Knights Genesis. Mr. Xie has rich experience in alternative investment in domestic China and overseas. He has led and participated as core team member in many large-scale overseas investments for Chinese enterprises in North America, Middle East, Africa and Europe in real estate, infrastructure, energy and forestry. He is also a seasoned investor in big data and large consumption. He has been working with many Chinese enterprises such as China Development Bank, ICBC, Sinosure, China Railway Construction Corporation, China State Construction Engineering Corporation, China National Building Material Company, Ping An, Shanghai Municpal Investment (Group) Corporation, etc. Mr. Xie is also a council member of CCG and a committee member of LSEEMF.
Robert Fenner - Partner, Taylor Wessing
Robert is a corporate lawyer specialising in M&A. He advises companies and private equity houses and will represent companies at all stages of their development whether they be large multinationals or younger growing businesses. He frequently acts for sellers of businesses on their exits as well as corporates and private equity houses implementing buy and build strategies. He acts for both domestic and international companies making acquisitions and is the partner who leads the China Group in the UK, helping many Chinese State Owned Enterprises and other large Chinese and South East Asian companies expand internationally. Robert regularly helps Asian buyers on the corporate aspects of real estate acquisitions. He also has many years of experience advising on IPOs and other listed company transactions on both the Main Market of the London Stock Exchange and AiM.
Chair : James Kynge – Emerging Markets Editor, Financial Times; Bestselling Author
James Kynge is emerging markets editor. He writes about emerging markets and, in particular, China’s growing global footprint in business, finance and politics.
He won the 2016 Wincott Foundation award for Financial Journalist of the Year. His prize-winning 2006 book, “China Shakes the World”, was a bestseller translated into 19 languages.
Before returning to London in 2008, he spent 25 years reporting from Asia with postings in China, Japan, former Soviet Central Asia and Southeast Asia. He is chairman of FT Confidential Research, having founded “China Confidential”, a research company, in 2009.
10:55 – Refreshments
11:15 – Panel Discussion: Global Risk and Security
General Sir John Nicholas Reynolds “Nick” Houghton GCB CBE ADC Gen – Constable of the Tower of London; Former Chief of Defense Staff, British Armed Forces
General Sir John Nicholas Reynolds "Nick" Houghton GCB CBE ADC Gen and Constable of the Tower of London is the Chief of the Defence Staff of the British Armed Forces. He served as Commanding Officer of 1st Battalion, the Green Howards in Northern Ireland during The Troubles. After Regimental duty General Houghton commanded 39 Infantry Brigade in Belfast during the period which led to the Good Friday Agreement. He was the Director of Military Operations in the Ministry of Defence at the time of 9/11; at the outset of operations in Afghanistan; and during the foot and mouth crisis. Subsequently he was Chief of Staff of the ACE Rapid Reaction Corps from July 2002 to April 2004 and Assistant Chief of Defence Staff (Operations) from May 2004 to October 2005. More recently General Houghton was the Senior British Military Representative and Deputy Commanding General of the Multi-National Force-Iraq from October 2005 until March 2006. He became Chief of Joint Operations (CJO) in April 2006 at the time of the commitment of UK Forces to southern Afghanistan and, subsequently, during the extraction of UK forces from southern Iraq. He was appointed both OBE and CBE for his time in command in Northern Ireland and awarded the US Legion of Merit for his service in Iraq. He was appointed KCB for his time as CJO. General Houghton became Vice Chief of the Defence Staff in May 2009. In June 2015, General Houghton also received an honorary Panglima Gagah Angkatan Tentera (PGAT) award from the Deputy Minister for Defence of Malaysia. General Houghton graduated from St Peter's College, Oxford, having taken an in-Service Bachelor of Arts degree in Modern History.
Dr Karin von Hippel – Director General, Royal United Services Institute: RUSI
Dr Karin von Hippel is the first woman and non-Briton to hold the position of the Director-General of the Royal United Services Institute. Prior to joining RUSI, she served for nearly six years in the Bureau of Counterterrorism, and eventually as Chief of Staff to General John Allen, Special Presidential Envoy for the Global Coalition to Counter-ISIL. Further to this, she has served as a director for the Post-Conflict Reconstruction Project in Washington DC and is a research fellow at King’s College London. She has also worked for the UN, the EU and has several publications to her name, on top of degrees from the LSE, University of Oxford and Yale.
Dr Pippa Malmgren – Special Assistant to the President of the United States ; Foreign policy analyst ; Founder, DRPM Group ; Co-Founder, H Robotics
Philippa "Pippa" Malmgren is an American policy analyst. She served as Special Assistant to the President of the United States, George W Bush, for Economic Policy on the National Economic Council and is a former member of the U.S. President's Working Group on Financial Markets. She is the founder of the DRPM Group and co-founder of H Robotics. She obtained her PhD from the London School of Economics in 1991 where she was invited to speak at the Summer Commencement in 2013.
Chair : Raymond McKeeve – Founder, S4Si ; Senior Partner, Jones Day
Raymond McKeeve has extensive experience advising major private equity houses, sovereign wealth funds, and their investee companies as well as some of the leading alternative credit providers and lenders across all areas of corporate practice, including acquisitions, disposals, financings, and restructurings. Raymond's experience covers both the domestic U.K. and international markets including MENA and sub-Saharan Africa. Raymond is one of the earliest and youngest winners of The Lawyer "Hot 100 Award" and sat in a personal capacity on the MOD Defence Reform Unit chaired by Lord Levene. He is an Honorary Fellow of the Strategic and Security Institute at the University of Exeter.
12:15 – Panel Discussion: Central Banking and FX – Looking for a route in turbulent waters; Emerging markets challenges in the rate normalisation era
Stephen Jen - CEO and Co-CIO, Eurizon SLJ Capital
Stephen Jen is the CEO and Co-CIO of Eurizon SLJ Capital Ltd, formerly SLJ Macro Partners LLP. Previously, he worked as the Managing Director of Macroeconomics and Currencies at BlueGold Capital Management LLP from May 2009 to March 2011, in charge of managing the firm’s currency risks as well as its macro strategies. Mr. Jen was also the Managing Director at Morgan Stanley, and from October 1996 to April 2009, held various roles, including the Global Head of Currency Research.
Prior to Morgan Stanley, Mr. Jen had spent four years as an economist with the IMF, covering economies in Eastern Europe and Asia. Mr. Jen earned a PhD in Economics from the Massachusetts Institute of Technology and holds a BSc degree in Electrical Engineering from the University of California, Irvine (Summa Cum Laude).
Steve Jacobs – Managing Partner, BTG Pactual
Mr. Steve M. Jacobs is Managing Partner & Head of International Asset Management at BTG Pactual Europe LLP.
He joined BTG Pactual in 2009 as a Partner. Prior to BTG Pactual, Mr. Jacobs spent ten years at UBS, latterly as Global Head of Infrastructure & Private Equity and board member of UBS Global Asset Management. Before that, he was Head of Strategy for UBS Group based in Zurich. Prior to UBS, he worked at Ernst & Young in London and Sydney, focusing on corporate finance & advisory for financial services companies across the world.
Mr. Jacobs holds a BA Honours degree in Finance, Law & Accounting.
He is also a qualified accountant, a Fellow of the Institute of Chartered Accountants in England & Wales.
Denise Simon – Managing Director, Lazard
Denise Simon is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team. She began working in the investment field in 1986 and has been investing in Emerging Market Debt for over twenty years. Prior to joining Lazard in 2010, Denise was with HSBC Asset Management (formerly Halbis) where she was a Managing Director and Portfolio Manager for three global emerging markets strategies. Prior to HSBC, she was a Partner and senior portfolio manager at The Atlantic Advisors (acquired by HSBC in 2005). Prior to this, Denise worked abroad from 1987-1998 in London and Germany, where she worked for major financial institutions trading global bonds and EM Debt. Denise has a BA in International Economics from George Washington University. Denise’s outside activities are focused on Mexico and music. She currently serves as chair of the board of the Mexican Cultural Institute and sits on the management board of the US-Mexican Chamber of Commerce. She is on the board of the Richard B. Fisher Center of the Performing Arts and is the chair of the board of the Bard Music Festival.
Janet Henry – Global Chief Economist, HSBC
Janet Henry was appointed as HSBC’s Global Chief Economist in August 2015. She was previously HSBC’s Chief European Economist and is a member of Handelsblatt’s Shadow ECB Council. Janet joined HSBC in 1996 in Hong Kong where she worked as an Asian economist in the run-up to, and aftermath of, the Asian crisis. From 1999 to 2007 she was a Global Economist during which time her original work on globalisation – including the global determinants of local inflation – was widely recognised. Janet’s career began at the Economist Intelligence Unit where she worked as an Asian economist in London and Hong Kong.
Edward Misrahi – CIO, Founding Partner of Ronit Capital
Chair: Lyubov Pronina – EMEA Credit Reporter, Bloomberg News, Brussels
Lyubov Pronina, EMEA Credit reporter at Bloomberg News in Brussels. A graduate of Moscow State Linguistic University, Lyubov has had a 20-year career in journalism covering business, politics and markets. Before joining Bloomberg News in 2006, she worked as a business reporter at The Moscow Times in Russia. With Bloomberg she covered technology and aerospace in Moscow as well as worked as a Kremlin pool reporter, helped launch the Bloomberg Billionaires Index in London and wrote about emerging markets.
13:30 – Networking Lunch
14:30 – Keynote Session
Ricardo Tadeu – Africa CEO, AB-Inbev
Ricardo Tadeu is our Zone President Africa since October 2016. Ricardo is a Brazilian citizen. Ricardo received a Law Degree from the Universidade Candido Mendes in Brazil and a Master of Law from Harvard Law School. He is also Six Sigma Black Belt certified. He joined Ambev in 1995 and has held various roles across the commercial area. He was appointed Business Unit President for our operations in Hispanic Latin America in 2005, and from 2008 to 2012, served as Business Unit President Brazil. He was appointed Zone President Mexico in 2013.
15:15 – Refreshments
15:45 – Workshop Session
Strand A : Blockchain in EM: This Revolution Will Be Tokenised
Chik Soon Nean – Advisor, QCP Capital
Chik is an Advisor at QCP Capital where he works with a team of talented software engineers and strategists to develop systematic trading strategies within the realm of digital assets. He is also involved in a series of blockchain initiatives, ranging from ICOs to established enterprise solutions, such as Sparrow Exchange and Ambrosus. He is active within the blockchain community, and is passionate about technologies within the currency, decentralised exchange and data privacy space.
Previously he was at Ubisoft Mobile and Veni Technology Ltd, and is currently at Deloitte LLP where he focuses on building data-driven solutions that help companies make sustainable performance improvements.
He is an LSE alumni and was part of the founding team of the Emerging Markets Forum.
Strand B : Oil and Gas
Alexandre Oliveira – Partner-Global Industry, Ernst and Young
16:35 – Workshop Session
Strand C : Water Security
Cate Lamb – Director of Water Security, CDP
Cate’s role involves working with key stakeholders to deliver significant changes in the corporate management of water. Cate has ten years of experience in the environmental and sustainable development fields and has a strong technical, scientific and project management background. Cate holds a BSc in Environmental Science from Lancaster University.
Strand D : Indonesia Market Insights
Nurul Ichwan – Director, Indonesia Investment Promotion Centre (IIPC), London
Nurul Ichwan joined with BKPM in 1998. He is responsible for promoting Indonesia as an investment destination to investors in European countries as well as facilitating them to invest in Indonesia. Before his current position, Nurul Ichwan was the Deputy Director for Investment Promotion Strategy Development and Deputy Director for Manufacture Industry Promotion. He was also the Director of the Indonesia Investment Promotion Centre in Singapore (2006-2010). He has about 17 years of experience in the field of investment, including Investment promotion, consultation, monitoring and evaluation and licensing.
17:30 – Refreshments
17:45 – Keynote Session: The Strategy of a Leading Technology Company in Emerging Markets
Dr. Horst J. Kayser – Corporate Vice President & Chief Strategy Officer, Siemens AG
Horst J. Kayser is Chief Strategy Officer at Siemens since November 2013. In his capacity as head of Corporate Strategy, he is responsible for the development of strategy at Siemens and reports directly to the Member of the Managing Board Dr. Roland Busch.
Horst J. Kayser began his career in 1989, at McKinsey & Company in Germany, Canada and the U.S.. In 1995, he moved to Siemens Inhouse Consulting. In 1998 he became Managing Partner at Siemens Managing Consulting. Afterwards he held management positions in various areas and countries, e.g. as CEO of Siemens Ltd. Seoul, South Korea. In 2008 Kayser became President and CEO of KUKA AG, in 2010 CEO of 3W Power S.A./AEG Power Solutions. He was a member of the supervisory board of Kendrion N.V., NL from 2009 - 2015.
Dr. Kayser holds a degree as Diplom-Wirtschaftsingenieur (Electrical engineering / Business administration) from the Technical University of Darmstadt, Germany and a Master of Public Administration at the John F. Kennedy School of Government, Harvard University. He received his doctorate in business administration at the University of Mannheim.
18:45 – Networking Cocktail Reception