7th December 2020 - 15th December 2020

The 4th annual Ukrainian Investment Roadshow

Online

Speakers

Timur Khromaev

Head,
National Securities & Stock Market Commission of Ukraine

Nick J Darrant

Co-Head, EMEA DCM Syndicate,
Citi

Peter van Driel

Chief Financial Officer,
Naftogaz Group

Oleg Tymkiv

Strategy & Finance Director,
DTEK

Ivan Yuryk

Chief Financial Officer,
Ukrainian Railways

Ben Hough

Managing Partner / Head of Research,
BCP Securities

Aleksandr Lyubarev

Director, Corporate Finance & Treasury,
Metinvest Holding

Michael Iavorskyi

Investor Relations Manager,
Kernel

Dmytro Ponomarenko

Director of Strategy,
Vodafone Ukraine

James Brooke

Managing Director,
BCP Ukraine

Tim Ash

Senior EM Sovereign Strategist,
BlueBay Asset Management

Yerlan Syzdykov

Global Head of Emerging Markets,
Amundi

Stefan Benedetti

Portfolio Manager,
Plenisfer Investments

Stephane Mayor

Senior EM Debt Fund Manager,
Edmond de Rothschild Asset Management

Walter Molano

Chief Economist,
BCP Securities

Patrick Esteruelas

Partner & Head of Research,
Emso Asset Management

Kurt Volker

Senior International Advisor,
BGR Group

Vadym Prystaiko

Ambassador of Ukraine to the UK

Olga Magaletska

Head of Office,
National Investment Council

Vladyslav Kryklii

Minister of Infrastructure of Ukraine

Dmytro Sennychenko

Head,
State Property Fund of Ukraine

Roman Opimakh

Chairman,
State Service of Geology and Subsoil of Ukraine

Olga Bielkova

Director, Government & International Affairs,
Ukrainian Gas TSO

Rose Trigg

Regional Director, Business Origination,
UK Export Finance

Jason Pellmar

Regional Manager, Ukraine, Belarus & Moldova,
International Finance Corporation

Ben Hough

Director of Corporate Research,
BCP Securities

Yurii Heletii

Deputy Governor,
National Bank of Ukraine

Sergii Naumov

Chairman of the Board,
Oschadbank

Ievgen Metsger

Chairman of the Management Board,
Ukreximbank

Artem Shevalev

Member of the Board of Directors,
EBRD

Kyrylo Shevchenko

Governor,
National Bank of Ukraine

Anders Åslund

Senior Fellow,
Atlantic Council

Sergiy Nikolaychuk

Head of Macroeconomic Research,
ICU

Petr Krumphanzl

Chairman of the Management Board,
PrivatBank

Mykhaylo Demkiv

Financial Analyst,
ICU

Ihor Petrashko

Minister for Development of Economy, Trade & Agriculture of Ukraine

Yaroslav Sovgyra

Associate Managing Director,
Moody’s Investors Service

Sponsors

Introduction

Introduction and background

The Ukrainian Investment Roadshow is renowned as the annual 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 numerous present and potential strategic investors.

 

Ukraine’s macroeconomic performance pre-COVID was the strongest for a number of years with solid GDP growth, low inflation and the hryvnia being the fastest appreciating currency worldwide against the dollar. Against this backdrop, a record number of Ukrainian entities, both sovereign and corporate, successfully accessed the international Debt Capital Markets, while the domestic government bond market saw record levels of foreign investment.

 

This year’s Roadshow takes place at its usual time in the run-up to Christmas and will, of course, be virtual. Each day there will be a 90-minute session, ensuring you have time for your other essential tasks. The sessions will take place in the afternoon GMT, ensuring that the largest number of investors worldwide will be able to join live.

 

Don’t miss this unique opportunity to hear first-hand from key Ukrainian officials about macroeconomic policy and priorities to further improve the investment climate. In addition you will hear from Ukraine’s leading companies about their plans for capital raising and strategic development, as well as 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 virtual Roadshow is one of the most eagerly anticipated.

Who you will meet!

The Ukrainian Investment Roadshow regularly attracts senior executives from such organisations as:

Many, many more expected online!

What previous 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

Programme

Day 107.12.2020
  • Webinar 1: Ukraine’s Macroeconomic Outlook For 2021 And Key Government Initiatives To Stimulate Economic Growth And Increase Levels Of FDI

    14:00 – 15:30 GMT, Monday, 7th December

  • How is the Ukrainian economy weathering the pandemic to date?

  • An overview of Ukraine’s macroeconomic outlook for 2021 – predicted GDP growth and lowering of inflation, interest rates and the budget deficit

  • Highlighting key priorities measures of the National Bank of Ukraine to ensure macroeconomic stability and growth and to lower the cost of borrowing for business. Reaffirming the commitment to maintain the NBU’s independence

  • Priority areas of dialogue and support from the International Financial Institutions. When can the next IMF tranche be expected now?

  • How can the investment community be reassured that the Constitutional Court will not be allowed to dismantle anti-corruption legislation?

Day 208.12.2020
  • Webinar 2: An Overview Of The Ukrainian Banking Sector As Digitalisation And Efficiency Drive Profits

    14:00 – 15:30 GMT, Tuesday, 8th December

  • How has the banking sector fared during the pandemic and associated economic challenges?

  • How far and how soon is the government looking to lower its presence in the banking sector and what is the timescale for part-privatisations or trade sales?

  • Is consolidation of the Ukrainian banking sector complete?

  • Case studies of the strategic development plans of the state-owned banks and a progress report on corporate governance

  • How are the state-owned banks meeting the challenges of improving business processes, raising operational efficiency and credit risk standards

  • What are the main growth segments in the retail banking environment

  • To what extent is the growth in popularity of digital banking driving innovation and greater efficiency in the sector

Day 410.12.2020
  • Webinar 3: The Outlook For UK – Ukraine Trade & Investment With A Focus On Infrastructure And New Projects Opportunities

    14:00 – 15:30 GMT, Thursday, 10th December

  • Identifying commercial opportunities being created by the UK-Ukraine Political, Free Trade and Strategic Partnership Agreement

  • How to ensure that UK Export Finance’s £2.5 billion cover for Ukraine can have the maximum benefit for both parties

  • When will the large-scale privatisation programme be relaunched and the timeline for the sale of some of the most attractive assets?

  • An overview of priority industry sectors for investment and key achievements and goals for the business environment

  • Appraising upcoming Production Sharing Agreements and licencing rounds in the oil & gas sector

  • Conducting a national inventory of mineral deposits  to prepare for the auctions of mining licences. Which deposits have the most commercial potential – amber, gold, lithium, kaolin and manganese

  • Utilising the Concession and PPP models to deliver major transport infrastructure projects, including Sea Ports, Road-building, Railways Stations and Airports. Drawing on UK experience

Day 915.12.2020
  • Webinar 4: The Ukrainian Sovereign And Corporates’ Capital-Raising Activities And Plans To Access The International Capital Markets

    14:00 – 15:30 GMT, Tuesday, 15th December

  • What are the Sovereign’s plans for accessing the international debt capital markets in the foreseeable future? Appraising the pricing of and the demand for the latest issue

  • International investor demand for Ukrainian Eurobonds and investor sentiment towards the Sovereign and SOEs. How soon will the Sovereign return to the market?

  • Case studies of internationally-listed groups and those active in the capital markets, their finance-raising plans and investor sentiment to the Ukraine story

  • Equity capital markets: how soon can we expect new international listings from Ukraine-focused companies?

  • State-owned enterprises and banks – progress in corporate governance, strategic vision and preparations for eventual IPOs and privatisations

  • Priorities of the Ukrainian regulator to grow the depth and liquidity of the domestic capital markets

  • Moves to deepen the domestic bond market and increase the share of non-residents in the portfolio

  • Webinar 4B – Investor Views On The General Characteristics Of The Ukrainian Bond Market

    15:30 - 16:30 GMT, Tuesday, 15th December

  • State of current market for bond issuance and investors’ current sentiment towards Ukrainian sovereign and corporate credit risk

  • Characteristics of successful issuers – amount of leverage at Ukrainian companies, state of balance sheets, access to financing

  • Types and characteristics of market instruments available for borrowers: hard currency bonds, local currency (hryvnia) bonds, potential for and market conditions required for dollar bonds linked to hryvnia, short-term notes, bonds issued with security or guarantees, other

  • Legal environment for issuance by Ukrainian companies

  • Investors’ perspectives on the recent performance of the Ukrainian bond market and the outlook going forward

  • 1-on-1 Interview
    16:30 – 16:45 GMT, Tuesday, 15th December
     
    James Brooke interviews Kurt Volker, former US Special Representative for Ukraine, on what the new Administration will mean for US-Ukraine relations, how Ukraine is viewed by international investors and what needs to be done to increase FDI
  • Small group / 1:1 breakout Q&A sessions between companies and investors

    16:30 - 17:30 GMT, Tuesday, 15th December

Partners

Official Partner
Information partners and supporting organisations