TUESDAY, MARCH 2 nd, 2021
1:00pm - 6:00pm GMT
8:00am - 1:00pm EST
5:00am - 10:00am PST
9:00pm - 2:00am HKT
SCHEDULE:
5:00am PST: Welcome and Introductory Remarks
Gloria Nelund: Chairman and CEO at TriLinc Global
• Former CEO of $50 billion Deutsche Bank Private Wealth Management North America and former CEO of $35 billion Bank of America's Capital Management
• Over 30 years of institutional and retail asset management experience
Paul Sanford: Chief Investment Officer at TriLinc Global
• Global Macro investment strategist and portfolio manager with an emphasis in emerging markets
• Previously Chief Investment Officer for a boutique RIA, and Portfolio Manager at Deutsche Bank and HSBC
5:15am PST: Global Economies and The Markets
Dialogue with Paul Sanford and Gordian Kemen, Head of EM Sovereign Strategy, Standard Chartered Bank
Gordian Kemen
• Former Global Head of Emerging Markets Fixed Income Strategy and Morgan Stanley
• 20 years of experience in Fixed Income research
• Top ranked by Institutional Investor in Latam sovereign debt and local market surveys
6:00am PST: The Case for Private Investments
Anthony Stalker: Partner and Chairman of the Investment Advisory Committee at Ceecat Capital
• 5-year history in private credit
• Over $317 million in transaction experience
• The Ceecat CapitalPrincipals have combined experience of 75 years
6:30am PST: The Merits of Private Debt
George Monserrat: Managing Director and Fund Head at The Rohatyn Group
• 17-year history in private investments
• Over $558 million in transaction experience
• The Rohatyn Group Principals have combined experience of 164 years
7:00am PST: Private-Debt Underwriting and ESG
Gregory Park: Managing Director and Fund Head at CLSA Capital Partners (Lending Ark)
• Based in Hong Kong continuously since 1997 - 27 years' experience in structured finance
• Originated and financed over 10 billion USD of asset backed securities and secured private debt investments across the region
• Focus on financial services sector- bank, non-bank consumer finance, leasing, FINTECH
7:30am PST: COVID 19 and Created Opportunities
Michael Korengold: President and CEO at Enhanced Capital
• 20-year history in private investments
• Completed transactions in 36 states across the USA supporting small businesses
• The Enhanced Capital Principals have combined experience of over 45 years in credit analysis and asset management
8:00am PST: Diversification
Paul Sanford: Chief Investment Officer at TriLinc Global
8:15am PST: Experience in the Markets
Paul Sanford interviews two veterans of Emerging Market investing to explore how they successfully navigated their global portfolios.
R. Michael Barth: TriLinc Global Independent Manager
• Managing Partner of Barth and Associates LLC, an emerging markets capital advisory and consulting firm
• More than 30 years of experience in development/emerging markets
• Former Director of Capital Markets Development at the World Bank
Cynthia Hostetler: TriLinc Global Independent Manager
• Independent trustee for Invesco Funds
• Former Head of Investments Funds at Overseas Private Investment (OPIC)
• Former President at member Board of Directors of First Manhattan Bancorporation
8:30am PST: Perspectives from around the Globe
Gloria Nelund: Chairman and CEO at TriLinc Global
8:35am PST: Sub-Saharan Africa
Nimit Shah: Partner at Helios, Credit Investment Team
• Head of debt capital markets
• 17-year history in private investments
• Raised three private equity funds
8:45am PST: Emerging Europe
Anthony Stalker: Partner and Chairman of the Investment Advisory Committee at Ceecat Capital
8:55am PST: Latin America
George Monserrat: Managing Director of the Rohatyn Group
9:05am PST: Southeast Asia
Gregory Park: Managing Director and Fund Head at Lending Ark
Aun Siew Kuan: Head of Structured Debt - TAEL Partners Asia Impact Capital
• Former CEO of ZICO Capital Malaysia
• Highly experienced in the full spectrum of capital market solutions and structured transactions
• Over 25 years of experience in investment banking and corporate finance advisor
9:15am PST: United States
Michael Korengold: President and CEO at Enhanced Capital Group
9:30am PST: Meet the Borrowers
Antonia Patino: Director of Financial Planning and Analysis at Surpapelcorp S. A.
• Responsible ESG and Impact Compliance
• Manages and plans financial strategies for three companies
• Brown University graduate who returned to work in her native South America
9:50am PST: Summary and Wrap-Up for Day One
Gloria Nelund: Chairman and CEO at TriLinc Global
WEDNESDAY, MARCH 3 rd, 2021
1:00pm - 6:00pm GMT
8:00am - 1:00pm EST
5:00am - 10:00am PST
9:00pm - 2:00am HKT
SCHEDULE:
5:00am PST: Welcome and Brief Overview
Gloria Nelund: Chairman and CEO at TriLinc Global
5:10am PST: Importance of Compliance & Governance to Investor Returns
Scott Hall, TriLinc Global Chief Operating Officer and Chief Compliance Officer interviews Terry Otton, TriLinc Global Independent Manager
Terry Otton: TriLinc Global Independent Manager
• Former CEO of RS Investments
• Former Managing Director and CFO of Robertson, Stephens, and Company
• 30 years plus of experience in the investment and securities industry
5:30am PST: Capitalism As A Force For Good
Matthew Weatherly-White: Wealth Advisor, Author and Philosopher
• Wealth Advisor to Families and Foundations
• Co-founder and architect of Caprock Impact Investing Platform
• 30-year Impact Investing experience
6:15am PST: ESG Done Right
Ross Piper: CEO Christian Super
• Over 25 years of leadership and management experience in corporate and non-profit contexts
• Former Chief Operating Officer for World Vision Australia
• Deputy Chair of the Responsible Investment Association Australia
6:45am PST: Impact Tracking and Reporting
Joan Trant, TriLinc Global Managing Partner interviews Jenn Kenning, CEO and Co-Founder of Align Impact.
Jenn Kenning: CEO and Co-Founder of Align Impact
• Leader in helping integrate impact strategies and investments
• Frequent speaker, moderator, and guest lecturer
• Advisor to institutions, foundations, family offices, and financial advisors
7:30am PST: United Nations Sustainable Development Goals (SDGs)
Erika Karp: Executive Managing Director at PathStone Impact
• Former Managing Director and Head of Global Sector Research at UBS Investment Bank
• Named among the nation's "Top 50 Women in Wealth" by Advisor One
• Over the course of her 25 years on Wall Street Erika developed a deep belief in environmental, social and governance (ESG) analysis as a critical input to investment decision-making
8:15am PST: Meet the Borrowers
Ati Sugiharti: President Commissioner of PT Citra Labuantirta
• One of the first investors in ANGIN's Women Fund supporting women entrepreneurs in Indonesia
• Three decades experience in the finance industry including work at Citibank, Bankers Trust Securities, JP Morgan Chase, and UOB Asia Limited
• Considered one of the most influential investors in Indonesia
Michelle Lucia Piong: CEO of PT Citra Labuantirta
• More than 20 years of experience in the cocoa industry including work with major cocoa processing companies in Asia
• Former auditor with PwC Singapore
• Recruited by renowned British investor David Bromilow to manage his Asia Pacific Investments
For a list of borrowers, please click here.
9:15am PST: Conclusion and Summaries
Gloria Nelund: Chairman and CEO at TriLinc Global
Paul Sanford: Chief Investment Officer at TriLinc Global