Park Hyatt, Ho Chi Minh City, Vietnam
14 - 16 October 2015
14 OCTOBER 2015HO CHI MINH CITY
19:00 - 21:00 WELCOME DRINKS
The Park Hyatt's Pool House
MAIN CONFERENCE - PARK HYATT SAIGON
08:30 - 08:45 REGISTRATION
08:45 - 09:00 WELCOME REMARKS
Don Lam, CEO
09:00 - 10:00 VIETNAM, A COMPELLING STORY IN FRONTIER MARKETS
Charles Robertson - Top ranked global emerging market strategist
The Vietnamese government has cleared the way for the most exciting phase of development not seen in any emerging or frontier market since Taiwan and Korea went through a similar pro- cess in the 1990s. Putting that commitment from the government against the structural changes taking place in Southeast Asia has created a powerful combination.
10:00 - 11:00 VINACAPITAL VIETNAM OPPORTUNITY FUND LTD (VOF) UPDATE
Andy Ho, Managing Director
The largest fund traded on the London Stock Exchange's AIM focused on a diverse class of private and listed equity and real estate assets in order to capitalize on the growth and development of Vietnam.
11:00 - 11:15 COFFEE BREAK
11:15 - 12:00 VCG PARTNERS VIETNAM FUND (UCITS) UPDATE
Thu Nguyen, Managing Director
Launching in October, the VCG Parners Vietnam Fund will be Vietnam's largest UCITS compliant fund with an initial size of USD50.0 million, with an objective to achieve a return in excess of the VN Index over the medium to long term by investing in listed equities.
12:00 - 13:30 LUNCH - WITH GUEST SPEAKER - THE IMPACT OF VIETNAM'S FREE TRADE AGREEMENTS WITH THE UNITED STATES AND EU
Fred Burke - Partner at Baker Mckenzie
The pending Trans-Pacific Partnership ('TPP') is the most important such agreement since Vietnam's accession to the World Trade Organization in 2007, but a Free Trade Agreement with the European Union, ASEAN Economic Community 2015, and other bilateral and multilateral ar- rangements promise to give a strong boost to export revenues. By some measures, Vietnam has the most to gain from these agreements - paying as it does over 40% of all the US customs duties collected from the 11 TPP members (over 70% if Japan is excluded).
13:30 - 14:30 PROPERTY AND INFRASTRUCTURE WILL BE THE FOUNDATIONS OF GROWTH
Marc Townsend - Managing Director of CBRE Vietnam
With an already improving real estate environment, several of Vietnam's main cities, Ho Chi Minh, Hanoi and Danang are currently going through a major renovation to their respective infrastructure landscape. Most notably, Hanoi and Ho Chi Minh are in the process of creating the country's first metro lines. These land¬mark developments will change the face of the property market, not just in the main cities but in time the whole infrastructure of Vietnam.
VinaCapital 2015 Investor Conference AGENDA 15 OCTOBER 2015MAIN CONFERENCE - PARK HYATT SAIGON
Park Hyatt, Ho Chi Minh City, Vietnam
14 - 16 October 2015
14:30 - 15:30 VINALAND LIMITED (VNL) FUND UPDATE
David Blackhall, Managing Director
One of Vietnam's largest dedicated real estate development funds with land holdings and develop-
ment projects in the four fastest growing regions in Vietnam.
15:30 - 16:00 DRAPER FISHER JURVETSON JOINT VENTURE (DFJV) FUND UPDATE
Phuc Than, Managing Director
Founded in 2007 as a partnership with US based venture capital firm Draper Fisher Jurvetson, DFJV capitalizes on investments in Vietnam's growing software, multimedia and information technology markets.
16:00 - 18:00 INDIVIDUAL ONE-ON-ONE MEETINGS BY REQUEST
Fund Managing Directors and Chairmen
18:30 - 21:30 COCKTAIL RECEPTION AND DINNER
Hoa Tuc at the Refinery
INVESTEE COMPANY MEETINGS
09:00 - 10:00 MOBILE WORLD
Nguyen Duc Tai - CEO and Chairman
Vietnam's leading distributor of mobile phones, laptop computers and tablets. The company listed on the Ho Chi Minh City stock exchange in 2015. The goal of the company is to double its national stores by 2020 with annual revenue growth of 30%.
10:00 - 11:00 PHU NHUAN JEWELRY
Cao Thi Ngoc Dung - General Director and Chairwoman
Listed in 1988, formerly a state run enterprise has now been fully privatised. The company has a vertically integrated business in Vietnam, producing and selling the top jewelry brand through the use of international designers.
11:00 - 12:00 NOVALAND GROUP
Bui Thanh Nhon - General Director and Chairman
Novaland Group is a leading private real estate developer in Vietnam and has established a strong reputation focusing on well-located mid-scale projects. Located throughout Ho Chi Minh City projects developed under the Novaland brand were valued at USD753.4 million as of 31 December
2014.
12:00 - 13:00 LUNCH
13:00 - 16:00 VNL SITE VISIT (UPON REQUEST ONLY)
Dai Phuoc Lotus - A resort style residential community and future suburban region on the Dai Phuoc Island, located just outside Ho Chi Minh City.
VinaCapital 2015 Investor Conference SPEAKER PROFILESPark Hyatt, Ho Chi Minh City, Vietnam
14 - 16 October 2015
Charles Robertson
Top ranked global emerging market strategist
TOPIC: VIETNAM, A COMPELLING STORY IN FRONTIER MARKETS
Charles Robertson, a leading emerging markets specialist, is Renaissance Capital's Global Chief Economist and head of the firm's macro-strategy unit. Mr. Robertson cov- ers the global economic themes having the greatest impact on emerging markets.
Mr. Robertson was ranked the number-one economics and macro analyst for emerging Europe, the Middle East and Africa in the Extel survey in 2007, 2008, 2009 and 2010.
In addition, the team he led was ranked the best macro team in Extel's 2010 survey of
equity investors.
Mr. Robertson is the lead author of The Fastest Billion: The Story Behind Africa's Eco-
nomic Revolution (www.fastestbillion.com), published in October 2012.
Fred Burke
Partner - Baker Mckenize
TOPIC: THE IMPACT OF VIETNAM'S FREE TRADE AGREEMENT WITH THE UNITED STATES AND EU
Frederick Burke has over 20 years experience practicing in the area of corporate law. He served as the Practice Group Leader of the firm's Global WTO & International Trade Practice Group from 2006 to 2007, and has been ranked by Chambers Global as a lead- ing lawyer in both Corporate Mergers & Acquisitions and International Trade for three successive years. He has lived in Vietnam for 10 years and part of his job involves work- ing for the Prime Minister's Advisory Council on Administrative Reform ('Project 30')
Marc Townsend
Managing Director CBRE (Vietnam) Co., Ltd.
TOPIC: PROPERTY & INFRASTRUCTURE WILL BE THE FOUNDATIONS OF GROWTH FOR SOME TIME IN VIETNAM
Marc Townsend is the Managing Director of CBRE (Vietnam) Co, Ltd. He is responsible for servicing the property requirements of multi-national corporations in Vietnam and the implementation of property management systems into new and existing develop- ments, including presentations to new clients. Mr. Townsend is an active speaker on Vietnam's real estate market including investment and development throughout South- east Asia. Mr. Townsend's professional experience includes property sales & marketing, investment consultancy, and development consultancy. He is a well rounded property professional who has worked with major properties throughout Southeast Asia. In
1988, Mr. Townsend began his career in Asia at Vigers (HK) Limited where he specialized in Investment sales. He joined CB Richard Ellis in 1995 by opening their office in Manila. After working for a developer and large serviced office provider, Mr. Townsend opened CBRE (Vietnam) Co., Ltd., in January 2003.
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