The 2nd annual Ukrainian Investment Roadshow - Strategy Council
03 December

The 2nd annual Ukrainian Investment Roadshow

London, Jumeirah Carlton Tower

Introduction

Introduction and background

 

The Ukrainian Investment Roadshow returns to once again provide a platform for Ukraine’s leading corporates to come together and meet with the City of London’s most influential emerging markets fund managers, investment bankers and advisors and a wide range of stakeholders from London’s financial community, not to mention a wide range of present and potential strategic investors.

Don’t miss this timely and unique opportunity to hear first-hand about Ukraine’s leading companies’ plans for capital raising and strategic development, international investors’ appetite for Ukrainian issuers and what opportunities exist for international advisors and financiers to share their experience and expertise.

Our organising team has been responsible for holding the definitive Ukrainian investment conferences in London over the course of the last 20 years and this year’s Forum is one of the most eagerly anticipated.

Many quality Ukrainian companies are seeking the financing required for growth as they access new export markets. As an important election year approaches, the international financial institutions are working with the Ukrainian government and business community to ensure that the reform momentum continues.

 

Who you will meet!

 

In March 2017, the Forum was attended by 150 senior executives from such companies as:

 

Acino Pharma Start | Alaco | AlixPartners | Allianz Global Investors | Allseeds Group | Argentem Creek Partners | Arricano Real Estate | Ashmore Group | Astarta-Kyiv | Bacanora Minerals | Baker McKenzie | Bank of America Merrill Lynch | Barings | BB Energy | BlueBay Asset Management | Cabinet of Ministers of Ukraine | CFA Institute | Channel Equity Finance | Citibank | Cohen & Co | Continental Farmers | Credit Agricole | Cygnet Agro Company | De Pardieu Brocas Maffei | Deposit Guarantee Fund | Deutsche Bank | EBRD | ED&F Man | Eurofins Agro | Exito Partners | EY | Ferrexpo | Financial Times | First Ukrainian International Bank | Fitch | Geo Alliance Group | HSBC | IFC | Immer Group | Intel | Intesa Sanpaolo | JKX Oil & Gas | JTI | K Hartwell Invest | Kodisoft | Lazard | Linklaters | Macro-Advisory | Metinvest Holding | Ministry of Justice of Ukraine | Morgan Stanley | Norton Rose Fulbright | Norvik Banka | Old Mutual Global Investors | Pala Assets | PBN Hill & Knowlton Strategies | Pioneer Investments | Pro-Capital Corporation | Saudi Agricultural & Livestock Investment Company | SP Angel | Svarog West Group | System Capital Management | UK Department for International Trade | UkraineInvest | Ukrainian Venture Capital Association | Ukreximbank | Ukrgasbank | UkrGasVidobuvannya | Ukrnafta | Ukroboronprom | UMG Investment | VEON | Verkhovna Rada of Ukraine | Volwest Group | VR Capital | White & Case | Zaporizhye Iron Ore Plant

 

Even more expected in 2018!

 

What the 2017 attendees had to say:

“A great and perfectly organised event!”

Alina Slyusarchuk, Executive Director, Research, Morgan Stanley

 

“Thank you for the invitation to a great Roadshow – it was really informative and we made many interesting new contacts”

Roman Korsak, Shareholder, VolWest Group

 

“Thank you for the excellent two days – very interesting and lively”

Andrew Edmondson, Investment Manager, Ashmore Group

 

“The conference was a success – thanks for a great set-up”

Mykola Kovalski, Director, Development & Investor Relations, Astarta-Kyiv

 

“It was a great event with useful networking and presentations of the opportunities in Ukraine”

Olga Afanasyeva, Executive Director, Ukrainian Venture Capital & Private Equity Association

 

For details please contact stephen.butler@strategy-council.com or olga.stefantsova@strategy-council.com.

Programme

  • 08:30   Registration

  • 09:30   Session 1: The Macroeconomic Outlook For Ukraine For 2019 And Beyond

    • Analysing GDP growth forecasts and macroeconomic indicators for 2018-19. Ensuring macroeconomic stability and reducing fiscal risks
    • Charting the progress made in the reform process. What remains to be done?
    • Gauging the potential impact of the Presidential and parliamentary election campaigns on the speed of delivery of crucial reforms and macro stability
    • The liberalisation of currency regulations and the impact on the business environment and Foreign Direct Investment
    • Progress report on the government’s Privatisation programme – are the targets attainable?
    • Are there sufficient hard currency reserves in place to meet the government’s external debt obligations for 2019?
  • 11:00   Morning refreshments

     

  • 11:30   Session 2: Appraising The Capital Markets Infrastructure And Key Capital-Raising Instruments Available To Ukrainian Issuers

    • Plans of the Sovereign issuer to access the international debt capital markets
    • What are the priorities of the Ukrainian SEC in order to grow the depth and liquidity of the domestic capital markets?
    • Focus on the growth of the domestic fixed income market and the introduction of nominee accounts as an opportunity for non-resident global custodians to invest with ease on the local bond markets
    • Equity capital markets: are the conditions in place yet and does the international appetite exist for new IPOs from Ukraine-focused companies?
    • The outlook for and activities of the state-owned banks – progress made in corporate governance, defining strategy and preparations for potential privatisation or trade sales
    • NPLs: what progress has been made in the sales of non-performing loans and what are the key current opportunities
    • The IFIs and their ongoing role as a key source of financing for the public and private sectors in Ukraine
  • 13:00   Lunch

  • 14:15   Session 3: Case Studies Of Finance-Raising Strategies By The Most Prominent State-Owned And Private Sector Companies

    • The restructuring of the debt portfolios of major Ukrainian corporates, how successful they have been and the responses of the market
    • The rise in demand for local currency funding in the capital-raising strategies of Ukrainian entities
    • Charting the activity of Ukrainian corporate on the international syndicated loans market
    • The evolution of the Private Equity market in Ukraine. Is it a viable option for growing mid-cap companies and are the conditions in place for PE groups to achieve strong rates of return on investments?
    • The use of Special Purpose Acquisition Companies (SPACs) as an alternative vehicle to raise capital on international markets for acquisitions in Ukraine
    • What are the key drivers of growth on the M&A market in Ukraine: key trends and active sectors?
  • 16:00   Afternoon refreshment

  • 16:30   Session 4: Roundtable Discussion Between EM Investor Advisory Panel And Leading Corporates

    • Which industry sectors are attracting the greatest interest from international investors: agribusiness, oil & gas, power, IT, real estate, pharmaceuticals, financial services
    • Is the move by global fund managers away from emerging markets towards more mature markets just temporary or of more ongoing concern?
    • How resilient would Ukrainian corporates be to a significant tightening of global financing conditions?
    • Progress report on levels of corporate governance in both the state-owned companies and the private sector
  • 18:00   Evening Reception

Speakers

H.E. Nataliya Galibarenko

Ambassador of Ukraine to the UK

Timothy Ash

Senior EM Sovereign Strategist |
BlueBay Asset Management

Artem Shevalev

Member of the Board of Directors |
EBRD

Nicholas Tymoshchuk

Chief Executive Officer | UFuture Investment Group

Ian Clark

Partner |
White & Case

Oleksiy Soroka

Head of Emerging Markets Credit Research |
Allianz Global Investors

Stefan Benedetti

Portfolio Manager | Amundi Asset Management

Francis Malige

Managing Director, Eastern Europe & Caucasus |
EBRD

Mykhailo Merkulov

Chief Executive Officer | Arricano Real Estate

Ilya Ponomarev

Founder & Chief Executive Officer |
Trident Acquisitions

Oleksandr Kurdydyk

Partner, Head of Finance & Projects |
DLA Piper

Lenna Koszarny

Founding Partner & CEO |
Horizon Capital

Sergiy Benedysiuk

Head of Corporate and M&A |
Evris Law Firm

Sergiy Oleksiyenko

Member of the Board, Finance |
Ukrtransgaz

Sponsors

Partners

Information partners and supporting organisations

Location