ASIFMA Structured Finance Conference 2016 Event Factsheet (Draft) Theme: Asian Securitization and Covered Bonds Date & Location: Thursday 29 September 2016, Hong Kong or Singapore (tentative) Objective: Bring together once a year the structured finance community from across Asia and the world to meet with the regulatory community, network with issuers and investors, and participate in key policy discussions on ways to develop Asia’s securitization/covered bonds market. Program format: One-day conference featuring keynote speeches, presentations, panel discussions, concurrent roundtables and networking sessions. Speakers: Leading market practitioners of the securitization and covered bonds industry, including sell-side, investors, issuers, corporate treasurers, global and regional regulatory community. Sponsorship: Sponsorship opportunities are open to ASIFMA members and non-members. Active Asia securitization and covered bonds practitioners are particularly encouraged. Delegate profile: Expected to attract around 250 industry representatives, initially by invitation-only and then marketed to a wider audience. Delegate fees: Admission is free of charge for invited regulators, buy side, corporate treasurers and confirmed speakers. Discounted rate at USD500 applies to members of ASIFMA and the conference endorsers (original price at USD600). Sponsorship packages include a limited number of delegate passes. Media Contact: The event is open to the press. For all media inquiry, please contact Corliss Ruggles (cruggles@asifma.org) ASIFMA Contact: Michelle Cheung, Head of Events and Conferences (mcheung@asifma.org) Past Editions: October 2015 in Hong Kong: - 240+ delegates (Conference), 100+ delegates (Workshop) - 13 sponsors (Clifford Chance, DBS, Deutsche Bank, Fitch Ratings, HSBC, King & Wood Mallesons, Moody's, Standard & Poor's, Westpac, BNP Paribas, Citi, Mayer Brown and Standard Chartered) - 16 endorser (AFME, AmCham, AmCham Singapore, APSA, ASF, CFA Institute, CSF, EuroCham, EuroCham Singapore, FIMMDA, HKSFA, ICMA, ISF, KOFIA, SFJ and SIFMA) - 6 Media Partners (Asia ETrading, Barron’s Asia, FinanceAsia, GlobalCapital, IFLR, Regulation Asia) September 2014 in Singapore: - 210+ delegates (Conference), 60+ delegates (Workshop) - 11 sponsors (Citibank, Clifford Chance, Deutsche Bank, DBS, Ernst & Young, Fitch Ratings, Moody's, Perpetual, Standard Chartered, Standard & Poor's, and Westpac) - 14 endorsers (ABS, AFMA, AmCham, ANMI, APSA, ASF, CFA Society Singapore, EuroCham Singapore, FIMMDA, ICMA, JSDA, KOFIA, SFJ and SIFMA) DEVELOPING ASIAN CAPITAL MARKETS ASIFMA Structured Finance Conference 2016 Asian Securitization and Covered Bonds 29 September 2016 Hong Kong or Singapore Draft Sponsorship Proposal Sponsorship Packages Gold* Silver* Cocktail* VIP Luncheon* Exhibition Booth* Interactive Event Mobile App* E-Banner on Interactive Event Mobile App Delegate Bags* Name Badge Lanyards* On-site Banner Placement* Conference Pens* Delegate Bag Inserts Material Distribution via Shared Tables Price (HKD) Member 64,800 32,400 150,000 86,400 43,200 54,000 5,400 32,400 21,600 21,600 21,600 16,200 10,800 Price (HKD) Non-Member 86,400 43,200 200,000 115,200 57,600 72,000 7,200 43,200 28,800 28,800 28,800 21,600 14,400 *Early-bird Discount: 10% off for confirmation of more than one sponsorship package on or before 3 months prior to the event. CONFERENCE Sponsorship Opportunities Multiple allocations available Gold – HK$64,800 for Members and HK$86,400 for Non-Members 1 preferential speaking slot (panelist or moderator role to be determined at ASIFMA’s discretion) 5 full conference delegate passes for staff and/or qualified guests Highest level of logo placement and acknowledgement in all conference publicity materials Company profile and advertisement in conference program Silver – HK$32,400 for Members and HK$43,200 for Non-Members 2 full conference delegate passes for staff and/or qualified guests Middle level logo placement and acknowledgement in all conference publicity materials Company profile and advertisement in conference program NETWORKING Sponsorship Opportunities Single allocation available Cocktail Reception - HK$150,000 for Members and HK$200,000 for Non-Members Exclusive cocktail event for conference participants following the conference (inclusive of drinks) 1 keynote speaking slot at the cocktail 20 cocktail passes for staff and/or qualified guests 1 speaking slot at the conference (panelist or moderator role to be determined at ASIFMA’s discretion) 5 full conference delegate passes for staff and/or qualified guests Logo placement and acknowledgment in all conference and cocktail publicity materials Company profile and advertisement in conference program VIP Conference Lunch – HK$86,400 for Members and HK$115,200 for Non-Members Exclusive lunch event for a selection of 50 conference participants (inclusive of catering) 1 keynote speaking slot at the lunch 2 VIP lunch passes for staff and/or qualified guests 2 full conference delegate passes for staff and/or qualified guests Logo placement and acknowledgment in all conference and lunch event publicity materials Company profile and advertisement in conference program MARKETING Sponsorship Opportunities Exhibition Stand (max 8 allocations) – HK$43,200 for Members and HK$57,600 for Non-Members 1 booth in a designated area (set up and managed by sponsor, location determined at ASIFMA’s discretion) 2 conference staff passes for sponsor to manage the booth Logo placement and acknowledgement in all conference publicity materials Company profile in conference program Interactive Event Mobile App (1 allocation) – HK$54,000 for Members and HK$72,000 for NonMembers Exclusive sponsorship for the advanced, multi-use conference communications tool using conference participants’ own mobile phones for real-time posting of questions, polling, emailing, attendee messaging and conference information updates Leading sole e-banner advertisement in the mobile app (with link to your preferred website, ebanner design by the Sponsor, 640x150 pixels and 552x150 pixels. Only PNG, JPEG, or GIF images) 3 e-documents under ‘Reference Info’ section for app users to download 1 preferred icon image under ‘Sponsors and Supporters’ section (icon design by the Sponsor, 216 x 216 pixels, PNG only) Branded at 1 preferred polling session during the conference 3 delegate passes for Sponsor’s staff and/or qualified guests Logo placement and acknowledgment in all conference publicity materials Company profile and advertisement in conference program E-Banner on Interactive Event Mobile App (max 8 allocations) – HK$5,400 for Members and HK$7,200 for Non-Members *only if the above “Interactive Mobile App Service” package is not taken. 1 e-banner advertising opportunity in the mobile app (with link to your preferred website, rotating with other e-banner sponsors, e-banner design by the Sponsor, 640x150 pixels and 552x150 pixels. Only PNG, JPEG, or GIF images) 1 e-document available under ‘Reference Info’ section for app users to download Delegate Bags (1 allocation) – HK$32,400 for Members and HK$43,200 for Non-Members Delegate bags with logo placement for all conference attendees (co-branded only with ASIFMA) Logo placement and acknowledgement in all conference publicity materials Company profile in conference program Opportunity to distribute 1 item of your own marketing material or giveaway via the conference delegate bag MARKETING Sponsorship Opportunities (Con’t) Name Badge Lanyards (1 allocation) – HK$21,600 for Members and HK$28,800 for Non-Members Lanyards with logo placement for all conference attendees (co-branded only with ASIFMA) Logo placement and acknowledgement in all conference publicity materials Company profile in conference program Opportunity to distribute 1 item of your own marketing material or giveaway via the conference delegate bag On-site Banner Placement (max 8 allocations) – HK$21,600 for Members and HK$28,800 for NonMembers Opportunity to place 2 easy-pull-up-banners of your organization at the conference venue (one on the staircase entrance in the foyer area, one inside the main conference room) Logo placement and acknowledgement in all conference publicity materials Company profile in conference program Conference Pens (1 allocation) – HK$21,600 for Members and HK$28,800 for Non-Members Pens with logo placement for all conference attendees (co-branded with ASIFMA) Logo placement and acknowledgement in all conference publicity materials Company profile in conference program Opportunity to distribute 1 item of your own marketing material or giveaway via the conference delegate bag Delegate Bag Inserts - Sponsor’s Own Material (max 6 allocations) – HK$16,200 for Members and HK$21,600 for Non-Members Opportunity to distribute 1 unique branded giveaway or 1 item of your own marketing material via the conference delegate bags for all conference attendees Logo placement and acknowledgement in all conference publicity materials Company profile in conference program Material Distribution via Shared Tables (max 6 allocations) – HK$10,800 for Members and HK$14,400 for Non-Members Opportunity to distribute 1 branded giveaway or 1 item of your own marketing material via the shared tables at the conference venue (Note: Materials of other organizations may also be distributed via the same shared tables.) Logo placement and acknowledgement in all conference publicity materials Company profile in conference program ENDORSER Opportunities Branding as the Conference’s Endorser for Non-Member Trade Associations 1 full conference delegate pass for staff and/or qualified guest Purchase delegate passes at Member price Logo placement and acknowledgement in all conference publicity materials Endorser will promote the conference by mass email distribution of the conference invitation and issue reminders to the Endorser’s members and/or clients, posting the conference information on the Endorser’s website and newsletters from three months prior to the conference. Important Notes: ** All sponsorship opportunities will be allocated on the basis of first come and confirmed, first served. If you require time for your internal approval process, ASIFMA can reserve the package(s) for you for a maximum of 1 week. ** The sponsorship prices may be subject to change and mutual agreement will be required. Interested parties should contact Michelle Cheung at mcheung@asifma.org or +852-2531-6531. We appreciate your continued support of ASIFMA and look forward to seeing you at the conference. About ASIFMA Structured Finance Conference 2015 Following the inaugural edition in Singapore in 2014, ASIFMA Structured Finance Conference 2015 was held in October 2015 in Hong Kong themed ‘Asian Securitization and Covered Bonds’. The conference attracted over 250 participants representing securitization/covered bonds Industry and structured finance communities from Asia and the world in both sessions of informative conference and interactive roundtables. Among the almost 50 senior speakers we had National Association of Financial Market Institutional Investors (NAFMII), The Secretariat of the China Securitization Forum (CSF), Australian Securitisation Forum (ASF), Japan Housing Finance Agency (JHF), Credit Guarantee & Investment Facility (CGIF), Prime Collateralised Securities (PCS), Structured Finance Industry Group (SFIG) and many other leading financial organizations. 1 The conference provided an excellent opportunity to bring together the structured finance community from across Asia and the world to meet with the regulatory community, network with issuers and investors, and participates in key policy discussions on ways to develop Asia’s securitization/covered bonds market. The collective efforts by ASIFMA and the participating organizations aim to deepen, broaden and facilitate the liquidity in the Asian capital markets. 2 We expressed our sincere gratitude for the valuable supports from the 9 Gold Sponsors namely Clifford Chance, DBS, Deutsche Bank, Fitch Ratings, HSBC, King & Wood Mallesons, Moody's, Standard & Poor's, and Westpac as well as the 4 Silver Sponsors namely BNP Paribas, Citi, Mayer Brown and Standard Chartered. It is also appreciated of having Fitch Ratings and Moody’s as our exhibitors. With good comment from speakers, sponsors, endorsers and the media, most of them found the speakers excellent, the conference highly informative and valuable with the opportunity to meet with the various stakeholders in Asia’s securitization and covered bonds markets. 3 List of Participating Organizations in 2015: Active Investments Capital Limited Adamas Asset Management (HK) Limited Allen & Overy LLP Amherst Pierpont Securities LLC Asia Capital Reassurance Group Asian Development Bank (ADB) Asia-Pacific Structured Finance Association Limited ASIFMA Association for Financial Markets in Europe (AFME) Australian Securitisation Forum (ASF) Bank for International Settlements Bank of America Merrill Lynch Bank of China Bank of Tokyo-Mitsubishi, UFJ Ltd Barron's Beijing Hyundai Auto Finance Company Belos Capital (Asia) Limited Bloomberg L.P. BNP Paribas CED Partners Chenavari Investment Managers China Everbright Assets Management Limited China International Capital Corporation Limited (CICC) China Radio International (CRI) China Travel Financial Holdings Co CIBC World Markets Citi CITIC Capital Holdings Limited CITIC Securities Co., Ltd. CITIC Trust Co., Ltd. Clifford Chance LLP CLP Holdings Limited Collectius ltd. Credit Guarantee & Investment Facility (CGIF) DBS Bank Deutsche Bank AG Dow Jones Newswires Elian Ernst & Young LLP Euroclear Bank SA/NV FinanceAsia Fitch Ratings Focus Ventures Ford Motor Credit Company Freshfields Bruckhaus Deringer Fubon Bank GlobalCapital GlobalCapital Asia Haymarket Media Group HKU MBA Hong Kong Economic Journal Co. Ltd Hong Kong Monetary Authority (HKMA) Hong Kong Mortgage Corporation Limited HSBC Hyundai Card Company IDX (Indonesia Stock Exchange) Institutional Investor Interactive Data Corporation International Finance Corporation (IFC) International Financial Law Review INV Partners IP Investment Management (IPIM) J.P. Morgan Asset Management Japan Housing Finance Agency Jingtian & Gongcheng Attorneys At Law K&L Gates LLP King & Wood Mallesons Kreab Worldwide L'Agefi Hebdo Legal Aid Department HKSAR Manulife Financial Asia Limited Mayer Brown JSM Mayer Brown LLP MetLife Investments Asia Ltd Mitsubishi UFJ Securities (Singapore) Ltd 4 List of Participating Organizations in 2015 (Con’t): Mizuho Bank, Ltd. Mizuho Financial Group, Inc. Mizuho Securities Asia Limited Monetary Authority of Singapore (MAS) Moody's Investors Service Morgan Stanley National Association of Financial Market Institutional Investors (NAFMII) National Australia Bank Ltd National Bank of Kazakhstan Natixis NexChange (Hong Kong) Limited Pan Asian Mortgage Company Limited Perpetual Limited Platinum Asset Management (Asia) Ltd. PricewaterhouseCoopers Limited Prime Collateralised Securities (PCS) UK Limited PrimeCredit Limited Pureheart Capital Asia Limited Quintestellar Capital Management Ltd Regulation Asia Resource America, Inc. RQ Advisors Ltd Securities and Futures Commission Shanghai Alliance Financial Services South China Asset Management Limited South China Morning Post Publishers Limited Springboard Capital Limited Standard & Poor's Standard Chartered Bank Standard Chartered PLC Strong Grace Ltd Structured Finance Industry Group Sumitomo Mitsui Banking Corporation Sun Hung Kai Financial Limited Taiping Assets Management (HK) Company Limited Taiwan Ratings The Economist The Epoch Times The Wall Street Journal Thomson Reuters United Overseas Bank Limited (UOB) UOB Asset Management Limited Vinod Kothari Consultants Vistra Hong Kong Western Pacific International Ltd. Westpac Group Zhong Lun Law Firm Event Website: For more about ASIFMA Structured Finance Conference 2015: http://www.asifma.org/structuredfinance2015/ For more information about ASIFMA events: http://www.asifma.org/events/ 5 ASIFMA Structured Finance Conference 2015 “Asian Securitization and Covered Bonds” – Final Program Workshop - Securitization and Covered Bonds * Closed to the media Date & Time: Wednesday, 14 October 2015, 13:00 – 17:50 Venue: Clifford Chance office (27/F, Jardine House, One Connaught Place, Hong Kong) 13:00-13:10 Introduction TieCheng Yang, Partner, Clifford Chance 13:10-13:30 The Deal Launch Process in China Roy Zhang, Partner, King & Wood Mallesons 13:30-13:50 The Surveillance Process in China Marie Lam, Associate MD, Structured Finance Group, Moody’s Investors Service 13:50-14:10 The Valuation Process in China Mike Li, Capital Markets Origination, Citi 14:10-14:30 Coffee Break 14:30-14:50 Analytics / Risk Yang Pang, CEO, Shanghai Alliance Financial Services 14:50-15:10 Legal Aspects of Securitization in China Vincent Sum, Partner, Mayer Brown 15:10-15:30 Tax Implications of Securitization in China Henry Chan, Partner, Ernst & Young 15:30-15:50 Developments in the China Securitization Market TieCheng Yang, Partner, Clifford Chance 6 15:50-16:10 Coffee Break 16:10-16:30 Developments in the Indian Securitization Market Nidhi Bothra, Executive VP, Vinod Kothari Consultants; Active Director, Indian Securitisation Forum 16:30-16:50 Developments in the Japanese Securitization Market Masahiro Kobayashi, Director General for Global Market, Research and Survey Department, and Director General for International Affairs, Corporate Strategy Department, Japan Housing Finance Agency (JHF) 16:50-17:30 Developments in the US / EU Securitization and Covered Bonds Markets Alexander Batchvarov, Head International Structured Finance Research, Bank of America Merrill Lynch (BAML) Jason Kravitt, Partner, Mayer Brown Ian Bell, Head of the PCS Secretariat, Prime Collateralised Securities (PCS) Sairah Burki, Director of Global ABS Policy, Structured Finance Industry Group (SFIG) 17:30-17:50 Developments in the Australian Securitization Market Chris Dalton, CEO, Australian Securitisation Forum 17:50 Close 7 Main Conference - Asian Securitization and Covered Bonds * Open to the media expect the Concurrent Roundtables Date & Time: Thursday, 15 October 2015, 08:00 – 17:00 Venue: Conrad Hong Kong (Grand Ballroom, Lower Lobby) 08:00-8:30 Registrants Check-in, Networking 08:30-8:40 Welcome Address Patrick Pang, MD - Head of Fixed Income and Compliance, ASIFMA 08:40-9:00 Keynote Address: Building Markets and Funding Growth: Can Simple Transparent and Standard Securitisation Deliver? Richard Hopkin, Head of Fixed Income, AFME; Conference Chair, Global ABS 2015 9:00-09:30 Panel 1: Meeting the Challenge: Securitization, Covered Bonds, and Other Structured Products Vijay Chander, ED – Fixed Income, ASIFMA Colin Chen, MD & Head, Structured Debt Solutions, Treasury and Markets, DBS Kyson Ho, MD and Head of Structured Capital Markets, Asia-Pacific, Capital Financing, HSBC Rahul Arora, Head of Structured and Asset Finance, Asia, Westpac Peter Guy, Editor-in-Chief, Regulation Asia (Moderator) 09:30-10:00 Coffee Break 10:00-10:45 Panel 2: Issuers Roundtable Andy Lai, MD, Head of Securitization, Asia Pacific, BNP Paribas Francis Ho, Director, Group Treasury, CLP Holdings Limited Sonia Sun, Treasurer, Ford Credit Asia Pacific, Ford Motor Credit Company Andrew Cross, Deputy Treasurer, Singapore, International Finance Corporation (IFC) Jerome Cheng, Senior VP, Structured Finance Group, Moody’s Investors Service (Moderator) 8 10:45-11:30 11:30-11:35 Panel 3: Investors Roundtable Taemoon Chung, Head of Securitization Asia, Asian Investment Banking Division, The Bank of Tokyo Mitsubishi, UFJ Torsten Albrecht, Director and Head of Asset Liability Management Asia Pacific, Deutsche Bank Hiroyuki Kasama, General Manager, Structured Finance Division, Mizuho Bank Ltd Ankit Garg, Director, ABS Portfolio Management, Standard Chartered Rodney Ung, Senior Director, UOB Asset Management Kevin Duignan, Global Head of Structured Finance and Covered Bonds, Fitch Ratings (Moderator) Signing Ceremony for the Memoranda of Co-operation China Securitization Forum (CSF) and AFME China Securitization Forum (CSF) and ASIFMA 11:35-12:30 Buffet Lunch (Networking) 12:30-13:25 Panel 4: China Securitization Market David Zhang, Senior VP, Fixed Income Department, CITIC Securities Co., Ltd. Roy Zhang, Partner, King & Wood Mallesons Liu Borong, Chairman of the Executive Committee, Secretary General, China Securitization Forum Jerome Cheng, Senior VP, Structured Finance Group, Moody’s Investors Service Tailei Wan, MD, Head of International Cooperation Department and Head of Financial Innovation Department, NAFMII Steven Chen, ED, Capital Markets Solutions, Standard Chartered Bank (China) Vera Chaplin, MD, Regional Practice Leader - Asia Pacific Structured Finance Ratings, Standard & Poor’s (Moderator) 13:25-14:10 Panel 5: Asian Cross-Border Securitization Andor Meszaros, Director, Securitized Products, Capital Markets Origination, Citi Ivy Fung, Director, Head of Corporate Trust Sales, Asia Pacific, Issuer Services, Deutsche Bank AG Hong Kong Paul McBride, Partner, King & Wood Mallesons Vincent Sum, Partner, Mayer Brown Rahul Arora, Head of Structured and Asset Finance, Asia, Westpac James Pedley, Senior Associate, Clifford Chance (Moderator) 9 14:10-14:55 Panel 6: Asian Covered Bonds Kevin Law, ED, Securitization, Asia Pacific, BNP Paribas Chris Walsh, Partner, Clifford Chance Hong Nam Yeoh, Senior VP, Head of Wholesale Funding, DBS Claire Heaton, Senior Director - Covered Bonds Product Specialist APAC, Fitch Ratings John Millward, Director, Structured Finance and Co-Head, Covered Bonds, HSBC Cristina Chang, Director, Head of Securitized Products, Asia Pacific, Global Structured Finance, Capital Markets Origination, Citi (Moderator) 14:55-15:25 Coffee Break 15:25-16:55 Concurrent Roundtables – Group A and Group B (Closed to the media) *Two consecutive sessions of 4 simultaneous roundtables,each representing a designated topic with moderators leading the discussion.Delegates feel free to join any tables. 15:25-16:10 Group A (1) Data Transparency – Regional Developments with Australian Case Study Chris Dalton, CEO, Australian Securitisation Forum Chris Green, Group Executive, Corporate Trust, Perpetual Limited Russel Parentela, Global Head of Structured Products, Bloomberg (2) Taxation Impact on Securitization / Covered Bonds in Asia Henry Chan, Partner, Ernst & Young James Badenach, Partner, Ernst & Young Rohit Narula, Senior Manager, Ernst & Young (3) G3 Securitization / Covered Bond Products Sold into Asia Alexander Batchvarov, Head of International Structured Finance Research, Bank of America Merrill Lynch (BAML) Peter Kilner, Partner, Clifford Chance (4) Credit Analysis and Legal Risks in China ABS Vincent Sum, Partner, Mayer Brown Aaron Lei, Director, Structure Finance Ratings, Taiwan Ratings Corporation, Standard & Poor’s 10 16:10-16:55 Group B (1) Credit Enhancement / Guarantees to Facilitate Market Development Masahiro Kobayashi, Director General for Global Market, Research and Survey Department, and Director General for International Affairs, Corporate Strategy Department, Japan Housing Finance Agency (JHF) Kiyoshi Nishimura, CEO, Credit Guarantee & Investment Facility (CGIF) Benjamin Gilmartin, Director, Structured Capital Markets, Asia-Pacific, HSBC (2) Role of Trustees, Agents and Administrators in an Era of Increased Compliance Jane Dulson, Director, Asia Head - Transaction Management Group, Agency & Trust, Citibank Stuart Harding, Director, Head of Transaction Management & Client Services Group, Deutsche Bank (3) Impact of European Regulation (AIFMD, CRD II/IV, CRA3) and US Regulation (Volker, Dodd-Frank and Commodity Pool Operator) Ian Bell, Head of the PCS Secretariat, Prime Collateralised Securities (PCS) Richard Johns, ED, Structured Finance Industry Group (SFIG) Jason Kravitt, Partner, Mayer Brown (4) Lessons Learned: Recent Covered Bond Issuance in Asia Rob Spring, Partner, Financial Services, PricewaterhouseCoopers (PwC) Hong Nam Yeoh, Senior VP, Head of Wholesale Funding, DBS 16:55-17:00 Concluding Remarks Patrick Pang, MD - Head of Fixed Income and Compliance, ASIFMA 11 12