17th November 2022

The 6th Annual Ukrainian Investment Roadshow

Clifford Chance, London

Partners

Official Partners
Information partners and supporting organisations

Speakers

Ruslan Magomedov

Chairman,
National Securities & Stock Market Commission of Ukraine

Olyana Gordiyenko

Chairperson of the Supervisory Board, Ukreximbank /
Corporate Governance Advisor, ICU

Lisa Kaestner

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

Artem Shevalev

Member of the Board of Directors,
EBRD

Julia Bereshchenko

IR & Business Development Director,
Astarta-Kyiv

Tim Ash

Senior EM Sovereign Strategist,
BlueBay Asset Management

John Patton

Managing Director, EMEA,
Argentem Creek Partners

Vitaly Sedler

Chief Executive Officer & Co-founder,
Intellias

Andy Hunder

President,
American Chamber of Commerce in Ukraine

Sergiy Tsivkach

Executive Director,
UkraineInvest

Sponsors

Forum Sponsor

Introduction

The Ukrainian Investment Roadshow 2022 to showcase the resilience of the Ukrainian business community

The Ukrainian Investment Roadshow is the long-standing and popular platform for Ukraine’s leading corporates and top officials to come together and meet with the most influential international emerging markets fund managers, investment bankers and advisors and a wide range of stakeholders from the financial community, not to mention a wide range of present and potential strategic investors.

Clearly the content and messages will not be the same as usual this year following russia’s barbaric and inexplicable invasion of Ukraine. However stakeholders have emphasised the importance of the Roadshow taking place in order to facilitate the ongoing dialogue between all parties and for the officials and corporates to provide an update to the markets on their activities, priorities and the resilience of the business community and the wider economy.

Just some of the critical issues to be covered are:

 ·       Ukraine’s macroeconomic performance and initiatives by the government and its partners to achieve resilience and stability and prepare for renewed growth

·       Facilitating dialogue between the sovereign, corporate Ukraine and the investor community to ensure ongoing sustainable relationships

·       Identifying long-term opportunities to invest in Ukraine’s redevelopment and reconstruction

·       Case studies of the resilience of leading Ukrainian corporates on how they have adapted their business processes and operations

Do take this opportunity to hear from and meet Ukraine’s leading corporates and economic policy-makers and to join the dialogue on how the Emerging Markets investor community can participate in the recovery of the Ukrainian economy and support the resilience of its business community.

A donation will be made to the United24 fundraising platform from the revenue of the conference. Ukrainian companies, whose activities and revenue have been impacted by the invasion, are encouraged to contact us directly and we will extend to them the best possible discounts to enable their participation.

Programme

  • 08:30   Registration and refreshments

  • 09:30   Session 1: Ukraine’s Macroeconomic Performance And Initiatives By The Government And Its Partners To Achieve Resilience And Stability And Prepare For Renewed Growth

    • Providing an update on and forecasts for the country’s macroeconomic performance
    • Status update on discussions for a new large-scale programme with the IMF to stabilise the economy and ensure a return to previous economic and fiscal policies
    • Highlighting measures to secure the funding to cover ongoing budget shortfalls
    • Has the hryvnia devaluation had the desired effect of slowing the depletion of foreign currency reserves?
    • What room for manoeuvre does the government have to further cut non-essential spending and could business cope with a higher tax burden?
    • Which factors are stoking inflation most and is it forecast to climb further?
    • To what extent has the liquidity situation tightened due to the NBU’s policy rate increases?
    • An overview of key measures of support from the IFIs and other international institutions
    • Are commitments of financial support by multilateral agencies and foreign governments being disbursed quickly enough?
  • 11:00   Morning refreshments

  • 11:30   Session 2: Facilitating Dialogue Between The Sovereign, Corporate Ukraine And The Investor Community To Ensure Long-Term Sustainable Relationships

    • Progress update on debt restructuring by the sovereign and corporates. Are preliminary agreements with bondholders and international partners holding up?
    • The importance of resilience and well-judged and transparent financial policy-making
    • Outlining the dialogue between internationally listed companies and their investors and stakeholders
    • Ensuring that there is no roll-back of the progress made in corporate governance reform at the state-owned enterprises and financial institutions
    • ESG – is it feasible to have a strong focus during the time of war?
  • 13:00   Luncheon

  • 14:00   Session 3: Identifying Long-Term Opportunities To Invest In Ukraine’s Redevelopment And Reconstruction

    • Rebuilding and recovery plans – what will be the roles of international governments, the IFIs, international institutions and the private sector
    • Identifying the priority areas for investment in infrastructure – agricultural and energy storage, bridges, roads, ports and airports. Utilising the PPP and concession models
    • To what extent are the much-anticipated bank privatisations being delayed?
    • Opportunities to invest in securing Ukraine’s energy independence – which blocks will be prioritised for the earliest tenders?
    • Facilitating investment in the exploration and development of Ukraine’s strategic and critical mineral assets
    • Green hydrogen as a key element of Ukraine’s green transition. Efforts to stimulate the creation and growth of the market
  • 15:30   Afternoon refreshments

  • 16:00   Session 4: Case Studies Of The Resilience Of Leading Ukrainian Corporates And How They Have Adapted Their Business Processes And Operations

    • Identifying opportunities for key export-oriented sectors
    • Focus on major Ukrainian corporates from a wide range of industries and how they have adapted and transformed since the full-scale invasion
    • Have the renewed grain exports had a sufficiently positive impact on earnings and stabilisation of the economy?
    • How reforms of recent years are helping the Ukrainian banking sector to function smoothly despite extraordinary pressure
    • Charting the resilience of the IT sector and how it is identifying new markets and sectors
  • 17:30   Networking reception

News

Oleg Tolmachev, Naftogaz Director for Exploration & Production, confirms he will outline opportunities for partnerships and investment in new oil & gas projects in Ukraine

Location