Skip to main content

FT Live

FT Live

Agenda

The 2025 agenda is now available!

Loading
Search Filters
  • Location
  • Date
  • Stream
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
Loading
08:00
  1. Registration and coffee
    EXHIBITION AREA
    60 mins
    • Networking
09:00
  1. FT Live welcome
    STREAM I (MAIN ROOM)
    10 mins
    • STREAM I
09:10
  1. ECBC welcome interview
    STREAM I (MAIN ROOM)
    25 mins
    • STREAM I
    Luca Bertalot
    Luca Bertalot, Secretary General - European Covered Bond Council (ECBC)
    Stefano Patruno
    Stefano Patruno, Chairman, European Covered Bond Council (ECBC) and Head of Regulatory Impact Assessment - Intesa Sanpaolo
09:35
  1. Keynote speaker
    STREAM I (MAIN ROOM)
    20 mins
    • STREAM I
09:55
  1. Panel I a): Understanding the world today…
    STREAM I (MAIN ROOM)
    50 mins
    • STREAM I
    • Market and political volatility: aberration or the new norm? 
    • Brakes off! Funding Europe’s political reset
    • The next 12 months: from political spectacle to real economic impact
    • Rethinking asset relative value in the new economic paradigm
    Maria José Fernández González
    Maria José Fernández González, Economist - Banco de España
    Károly Taksz
    Károly Taksz, Head of Division, Financial Institutions Department - European Investment Bank (EIB)
10:45
  1. Panel I b): Understanding the world today… and the role of covered bonds
    STREAM I (MAIN ROOM)
    45 mins
    • STREAM I
    • Still a safe haven? For buy side and sell side?
    • How to price a covered bond: relative to govvies, swaps, agencies, bank senior bonds, securitisation, absolute yields…
    • New needs, new assets: infrastructure, defence, public deficits, rebuilding Ukraine, developer loans, affordable housing and emerging markets…
    • Supply and demand in 2026 – and what determines it
11:30
  1. Coffee and networking
    EXHIBITION AREA
    25 mins
    • STREAM I
    Hosted by: CIBC
11:55
  1. Panel III: Finding value: an investor panel
    STREAM I (MAIN ROOM)
    45 mins
    • STREAM I
    • Welcome, stranger! Who are the new investors in covered bonds and what are they looking for?
    • Opportunities and risks from a changing investor universe
    • What is a covered bond worth…relative to rates and credit alternatives?
    • What can we do better? Improving liquidity, issuer behaviour, trading conventions, education and transparency
    Mario Kamody
    Mario Kamody, Senior Portfolio Manager - National Bank of Slovakia
    Jakob Reithmann
    Jakob Reithmann, Portfolio Manager - MEAG
  2. Workshop A:
    STREAM II
    45 mins
    • STREAM II
  3. Roundtable 1
    ROUNDTABLE STREAM
    45 mins
    • ROUNDTABLE STREAM
12:45
  1. Workshop B
    STREAM I (MAIN ROOM)
    45 mins
    • STREAM I
  2. Workshop C
    STREAM II
    45 mins
    • STREAM II
  3. Roundtable 2
    ROUNDTABLE STREAM
    45 mins
    • ROUNDTABLE STREAM
13:30
  1. Lunch
    60 mins
    • Networking
    Hosted by: The Association of German Pfandbrief Banks (vdp) (Lunch will be available from 12:30 until 15:00)
14:30
  1. Keynote: David Marks, Member of Leadership Team, Defence, Security and Resilience Bank (DSRB)
    STREAM I (MAIN ROOM)
    20 mins
    • STREAM I
    David Marks
    David Marks, Member of Leadership Team - Defence, Security and Resilience Bank (DSRB)
14:50
  1. Panel IV: Housing: meeting the global challenge
    STREAM I (MAIN ROOM)
    45 mins
    • STREAM I
    • What are the needs and where?
    • Are covered bonds just for refinancing? Or part of the whole value chain?
    • Addressing the affordability challenge: funding subsidised mortgages
    • Pooling models, securitisations and covered bonds: how to make them work together?
    Marja Hoek-Smit
    Marja Hoek-Smit, Executive Director, Housing Finance Information Network - and Emeritus Director, Wharton IHFP, University of Pennsylvania
    Jennifer Johnson
    Jennifer Johnson, Deputy Secretary General - European Covered Bond Council (ECBC)
  2. Workshop D
    STREAM II
    45 mins
    • STREAM II
  3. Roundtable 3: From capital to covered: relative value across the funding spectrum
    ROUNDTABLE STREAM
    45 mins
    • ROUNDTABLE STREAM
    • AT1:  back to pre-Credit Suisse pricing? 
    • Is it okay to not call now?
    • Are bank capital / senior spreads sustainable?  
15:40
  1. Workshop E
    STREAM I (MAIN ROOM)
    45 mins
    • STREAM I
  2. Workshop F
    STREAM II
    45 mins
    • STREAM II
  3. Roundtable 4: The global regulatory landscape
    ROUNDTABLE STREAM
    45 mins
    • ROUNDTABLE STREAM
    • EBA covered bond advice: what did they say? And what happens next?
    • Final Basel III implementation: national differences and the global implications
    • Common global rules? From investor treatment to issuance limits
    • Securitisation and covered bonds: prospects for regulatory convergence?
    Luca Bertalot
    Luca Bertalot, Secretary General - European Covered Bond Council (ECBC)
16:25
  1. Panel V: Secondary liquidity: opportunity or threat?
    STREAM I (MAIN ROOM)
    45 mins
    • STREAM I
    • HQLA? Can we justify the L?
    • New players:  the impact of credit investors and allocation policy
    • Can I get a repo? Is that holding back liquidity?
    • Trading platform state of play
  2. Roundtable 5: Presenting the 2025 ECBC Factbook
    ROUNDTABLE STREAM
    45 mins
    • ROUNDTABLE STREAM
17:10
  1. Panel VI: Funding a bank: the evolving role of covered bonds
    STREAM I (MAIN ROOM)
    50 mins
    • STREAM I
    • How many covered bonds should a bank issue?
    • Scheduling issuance in a volatile year
    • Impact of relative value changes on the funding mix
    • Securitisation and covered bonds: complementary but…
    Sanna Eriksson
    Sanna Eriksson, Head of Investor Relations, OP Financial Group, Managing Director - OP Mortgage Bank
    Karen Dench
    Karen Dench, Head of Markets - Paragon Bank
17:55
  1. Closing remarks
    STREAM I (MAIN ROOM)
    5 mins
    • STREAM I
Search