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EXHIBITION AREAHosted by: CIBC
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EXHIBITION AREA
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STREAM I (MAIN ROOM)
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Hosted by: The Association of German Pfandbrief Banks (vdp) (Lunch will be available from 12:30 unti ...
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STREAM I (MAIN ROOM)After the ‘QE years’, normal service has returned: the market is open, growing and trading. How does ...
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STREAM I (MAIN ROOM)Difficulties in the commercial real estate market are well documented but are they well understood? ...
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STREAM I (MAIN ROOM)Initial price talk and pricing are frequently far apart, and bonds are coming through ‘fair value’. ...
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STREAM I (MAIN ROOM)When Asia truly embraces covered bonds, the implications will be fundamental and the potential is en ...
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STREAM IIHaving survived the crisis, southern European issuers but have been largely absent recently, thanks ...
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STREAM I (MAIN ROOM)** Sparkling wine will be served during the final panel. Join us then to toast the close of the 2024 ...
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Barron's Hall and Gallery, Villa Nova de Gaia
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EXHIBITION AREA
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ROUNDTABLE STREAM
Hosted by: LBBW
- Learnings from 10 years of Green Bond Principles
- What ESG market dynamics mean to innovators and latecomers
- Investor view: The must and nice-to-have(s)
- What is the next big thing for the ESG covered bond market?
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ROUNDTABLE STREAM
Hosted by: Barclays
- Extendable maturity features
- Liquidity buffer calculation and disclosure
- Minimum over-collateralisation levels
- Labelling - Premium or Ordinary
- Is further harmonisation required?
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ROUNDTABLE STREAM
14:30 i) Global regulation: perspectives on Basel
Anna Pinedo, Partner, Co-Leader Global Capital Markets, Mayer Brownii) Commission’s call for advice
Commission has asked the EBA for advice on Directive Article 31 - the Reviews and Reports. In this session, we will address the various aspects of this, in a dedicated ‘rolling conversation’. Attendees are welcome to drop in at any time throughout this extended session.14:50 Introduction – Process
How the EBA is answering the discussion and what inputs authorities, industry and other stakeholders have
Luca Bertalot, Secretary General, European Covered Bond Council (ECBC)15:10 Article 31(5): ESNs
Stefano Patruno, Chairman, European Covered Bond Council (ECBC) and Head of Regulatory Impact Assessment, Intesa Sanpaolo15:30 Article 31(2): Is the directive working?
Edward Manchester, Senior Vice President, Structured Finance, Moody’s Ratings -
ROUNDTABLE STREAM
15:50 Third Country Equivalence
Colin Chen, Managing Director and Global Head Structured Debt Solutions, Global Financial Markets, DBS Bank16:10 ESG topics
(NB. Article 31(4): Extendible maturities will be covered in a dedicated session during Roundtable 2 at 12.25)
Jennifer Johnson, Deputy Secretary General, European Covered Bond Council (ECBC) -
ROUNDTABLE STREAMA session to mark the publication of the 2024 ECBC Covered Bond Fact Book. In this session, authors ...
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STREAM II
Hosted by: Natixis
- Overview of housing market and financing needs
- Funding strategy: covereds vs senior and other alternatives
- Currency decisions: euros or dollars vs alternative currencies
- Investor perspectives
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STREAM I (MAIN ROOM)
Hosted by: Moody’s Ratings
- How does the state of CRE in Europe compare to that in the US?
- Moody’s models have predicted an increasing trend in CRE property value haircuts since 2014 - insights into our engine room.
- The other side of the coin – what’s the cost of covered bond investor protection from an issuer perspective?
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STREAM II
Hosted by: NatWest Markets
- Implications of the EuGB roll-out on the covered bond market
- How regional standards are shaping the market
- Challenges and opportunities: what’s missing to issue EU GBS covered bonds
- Case study from an issuer: learnings and investor questions
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STREAM II
Hosted by: Crédit Agricole CIB
- How have new investors and new spread drivers shaped demand?
- Why have bank treasuries been less active this year?
- Could CRR 3 implementation change demand from 2025?
- What is the risk that credit buyers return to their prior habitats?
- Will we ever see more insurance demand again (or has it already happened underneath the surface)?
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STREAM I (MAIN ROOM)
Hosted by: DZ BANK
- Where do different countries stand in the mortgage loan circle?
- What are the key driving factors for mortgage loan growth?
- How important will energy-efficiency improvements be for future mortgage loan production?
- What is the role of banks in this field?
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STREAM II
Hosted by: RBC Capital Markets
- What drives bank treasury activity within covered bonds?
- What changes in the regulatory landscape might adjust investor behaviour in the future?
- How should liquidity of instruments be improved by the market?
- Do bank treasuries get the treatment they should from issuers?
- How much does an ESG investment lens apply versus other bond metrics in portfolio composition?
- How do multi-currency portfolios assess respective currency markets and their differing characteristics?