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Agenda Overview

Briefing Day: Black Sea Forum: Tuesday, November 12, 2019

Black Sea Forum

10:00AM Welcome Address
10:15AM Stats & Facts - Analysis of the 2019 Harvest and Its Impact on the Black Sea Grain Trade

•    The winners and losers from the 2019 harvest
•    How do Russia, Ukraine and Kazakhstan fare in the 2019-2020 trading window?
•    Black Sea exports forecasts
•    An assessment of the Black Sea trading potentials 

Moderator: Svetlana Malysh, Black Sea Agriculture Markets Analyst, Refinitiv SA
Dmitri Rylko, General Director, IKAR
11:00AM Networking Coffee Break
11:30AM The Role of the Russian Union of Grain Exporters

•    The scope and mandate of the Union
•    How the Union supports and complements traders operations and the Russian agricultural policy
•    Forecasting the volume and impact of Russian exports 

Eduard Zernin, Deputy CEO, United Grain Company
12:00PM Production, Consumption and Stocks in the Black Sea

•    Update on each of the grain exporting countries
•    The structure of the Black Sea grain growers’ industry: origination challenges, risks and premiums
•    Prevailing trade lanes for the 2019-20 trading window

Ivanna Dorichenko, Managing Director, Tradaide
Swithun Still, Director, Solaris Commodities SA
Oleg Kryukovskiy, Head of Trading, GTCS Trading DMCC
12:45PM Networking Lunch
2:00PM 2019 Crop Quality and Market Potential

•    The 2019 crop quality in Russia, Ukraine and Kazakhstan
•    Overview of the wheat, corn and barley markets
•    Correlation between protein content and destination markets

Irina Sarycheva, Customer Care And Technical Governance Manager, Russia, SGS Russia
2:30PM Developing the Black Sea Infrastructure and Logistics

•    Bringing grain to market: the Black Sea infrastructure status quo
•    Update on the new infrastructure projects and investments in the region
•    Regions with major infrastructure deficiencies and their impact on the Black Sea grain trade

Moderator: Dr. Rouben Indjikian, International Consultant, Lecturer, Commodities & Trade Finance, Webster University Geneva
3:10PM The Strategic Significance of the Suez Canal for Black Sea Grain Traders

•    Understanding the importance and advantages of Egypt and the Suez canal 
•    Volume of trade through the region
•    Exploring the major regions who are currently using Egypt's trade corridor 
•    Outlining Suez Canal's incentives for dry bulk trade 
•    Latest Somali Piracy situation

Ahmed Elshazly, Senior Economic Researcher and Maritime Analyst, Suez Canal Authority
3:30PM Networking Coffee Break
3:55PM Black Sea Market for Grain Derivatives

•    Update on the CME Black Sea contracts
•    Hedging strategies available to Black Seas traders 
•    Overview of the OTC markets

4:50PM Closing Remarks
Svetlana Malysh, Black Sea Agriculture Markets Analyst, Refinitiv SA
5:00PM Networking Drinks Reception

Main Conference: Day 1: Wednesday, November 13, 2019

8:00AM Registration & exhibition opens
9:00AM Welcome Address
9:15AM Keynote Address – Grain Trade Projections: 2020 and Beyond

o    Assessing the 2019 production reports: what do they imply? 
o    What are the major barriers to trade in the foreseeable future?
o    How can traders extrapolate trends and forecasts for 2020? 
 

Dan Basse, President, AgResource Chicago
9:45AM Keynote Panel - Feeding the World: Supply Chain Transparency and Sustainability

•    How to achieve sustainability in the grain industry
•    The impact of new technologies on the trading sector
•    Strategies to manage disruptive changes
 

Moderator: Dan Basse, President, AgResource Chicago
Heber Cardoso, CEO Global Structure Commodities, ED&F Man Capital Market
Robert Van der Zee, Chief Operating Officer, Cefetra B.V
Eduard Zernin, Deputy CEO, United Grain Company
10:45AM Networking Refreshment Break
11:15AM The Consumer's Perspective: New Requirements for Suppliers

•    A food producer perspective on the farm to fork approach 
•    AB-InBev 2025 sustainability targets
•    The current measures for achieving a sustainable supply chain 
•    How traders and consumers can foster alignment through common sustainability objectives  
•    Opportunities for traders to gain a competitive advantage

Katie Hoard, Global Director of Agricultural Innovation & Sustainability, ABInBev
12:00PM CEO Interview
Stefan Vogel, Head of the Agri Commodities Markets Research Team and Global Sector Strategist for Grains & Oilseed, Rabobank
12:30PM Networking Lunch

Stream A – Exploring Financial Markets

2:00PM Forecasting Economic Trends and Quantifying Risk in the Grain Markets

•    Assessing geopolitical risks globally
•    Grain-specific risks: Weather and Climate Change
•    The implication of blockchain for trading houses – is technology the solution to all our problems?
•    The impact that currency fluctuation has on grain trading
•    How the financial markets price risks

Marc Ostwald, Global; Strategist & Chief Economist, ADM Investor Services International
William Nash, Associate Director of Risk Management for Grains & Oilseeds, Mondelez International
Maria Sol Arcidiacono, Country Manager Argentina, ED&F MAN CAPITAL MARKETS
2:50PM Hedging Exposure to Grain Price Volatility

•    Black Sea Grain Futures a year from launch
•    Contracts updates: Brazilian soybean; Black Sea sunflower oil, etc
•    Why OTC derivatives should be part of a risk strategy mix

Noah Faase, Global Risk Management Director, ABInBev
Iago Carvalho, Head of EMEA OTC Desk, ED&F MAN Switzerland Ltd
3:30PM Networking refreshment break
4:00PM The Changing Nature of Trade Finance

•    New sources of trade finance
•    Overcoming currency fluctuations and counterparty exposure 
•    Understanding different sources and models of financing transportation
•    To what extent is the role of the banks changing?

Moderator: Alain Butler, Senior Advisor Soft Commodities, BNP Paribas (Suisse) SA
Nabil Marc Abdul-Massih, CEO, INOKS Capital
Kees Vrins, Trade Director, Allseeds Switzerland SA
4:40PM Quantitative Trading: reconciling Capital and Physical Market Pricing

•    A brief introduction to quant financing
•    Futures and options market participants and strategies
•    Why are agri-contracts targeted by quants trading?
•    Do speculators affect futures pricing?

Robert Cartwright, Pm, TUDOR CAPITAL EUROPE LLP

Stream B – Forecasting Regional Trade

2:00PM How Procurement Organisations Shape Trade Patterns in the Mediterranean and Middle Eastern Regions

•    How food security is defining a new role for governments
•    How dietary trends influence procurement strategies
•    Currency fluctuations and domestic price stabilisation
•    Spotlight on North Africa and the Middle East

Moderator: Arnaud Petit, Executive Director, International Grains Council
Cagatay Maras, Head of Trade, Turkish Grain Board (TMO)
Malak Al Akiely, CEO, Golden Wheat for Grain Trading
2:50PM Black Sea: New Trade Prospects

•    What margin of growth can be expected from the North African, Middle Eastern and Southern European markets?
•    Can new South East Asian routes be sustainable?
•    How consolidation within the market is shaping exports
•    What are the effects of the 2019 harvest quality on trade routes?

Swithun Still, Director, Solaris Commodities SA
Dmitri Rylko, General Director, IKAR
Petar Dimitrov, Founder And Director, Agricore
3:30PM Networking refreshment break
4:00PM Charting change in South East Asian Grain Value Chain and the Implication for the Regional Demand & Supply

•    The impact of the Australian drought  
•    Is there a limit to Brazilian export growth in the region?
•    How new dietary trends impact grain demand 
•    Assessing the regional corn value chain challenges 
•    Emerging opportunities in the nascent market of Laos

Fred Humberg, CEO, Agribrasil
Sumit Gupta, Business Manager, Gargaon, India, McDonald Pelz
Rodrigo Carcamo-Diaz, Economic Affairs Officer, UNCTAD
4:40PM How Shortages and Oversupplies in North American Markets Are Impacting Trade
  • How corn and soybean stocks are influencing farmers and traders strategies
  • What’s the future holds for North American exports?
  • Laws and rules: Trade disputes, international tenure, and food labelling
Rami H Taieb, Regional Director, Mea Region, Usgc, U.S. Grains Council
Mark D Jekanowski, Acting Chairman, United States Department of Agriculture (USDA)

Main Conference: Day 2: Thursday, November 14, 2019

8:30AM Registration & exhibition opens
9:15AM Welcome Address
9:30AM Agri-Markets: The Future of the System

•    Interconnections between agri-markets and arbitrage along supply chains
•    How the agri-system regulates itself
•    Challenges from consumer activism on diets and utilisation of resources
•    How business models need to adapt to new market imperatives

Alain Butler, Senior Advisor Soft Commodities, BNP Paribas (Suisse) SA
10:00AM The Weather Outlook

•    Assessing of weather patterns and their impact on the major planting regions        
•    Outlook on the Southern hemisphere harvesting season: El Nino and La Nina
•    An early outlook at 2020 growing season in the Northern hemisphere

10:30AM Networking Refreshment Break
11:00AM Gaining Advantages through Transportation: Seaborne Routes, Rates and Sizes

•    IMO2020 and impact on freight rates 
•    Cost efficiency for the Northern Brazilian ports
•    Market projections: which trade lanes will emerge in 2020

Moderator: Voytek Chelkowski, Managing Director, Seamind Pte Ltd
Alex Haubert, Manager, Ocean Freight, Amaggi SA
Fergus Garvin, Head Of Freight, Engelhart Commodities Trading Partners
12:00PM Assessing Grain Consumption: What to Expect in 2020?

•    2019 grain milling trends that will continue in 2020
•    Market outlook in 2020 for the consumption of wheat, corn, soybean and barley
•    The millers’ standpoint on traceability, food security and its labelling
•    Grain quality implication for food and feed products

Johny Boerjan, Vice-President Technical Governance, SGS Group Management SA
Mark D Jekanowski, Acting Chairman, United States Department of Agriculture (USDA)
Alexander Waugh, Director General, Nabim
Nick Major, President, FEFAC
1:00PM The Feed Market: How the Changing Demand Patterns Affect Grain Trade

•    How the African Swine Fever is affecting Chinese consumption
•    The Impact on the South East Asian region
•    Why is Russia producing record feed rations?
•    Outlook and opportunities for US exports in EMEA countries

Moderator: Nick Major, President, FEFAC
Robert Van der Zee, Chief Operating Officer, Cefetra B.V
Rami H Taieb, Regional Director, Mea Region, Usgc, U.S. Grains Council
1:45PM Closing Remarks

•    Who needs barriers? Expected trade developments in 2020
•    Rebalancing protectionism and globalisation
•    Is the compound animal feed market in need of deregulation?

Christiane Daleiden Distefano, Chair of WTO Committee on Agriculture, World Trade Organisation

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