Keynote address
Australian financial institutions: Standing strong in the global financial system

• What has been the effect of the credit crunch on Australian financial institutions?
• The regulatory response in Australia: How has the Australian banking sector held up?
• The impact on the mortgage market in 2008
• What are the potential medium and long term outcomes for the Australian banking sector?
• The banking bind
• Australia as a financial services centre: Competing on a regional and global level

Ahmed Fahour, Executive Director and CEO Australia, National Australia Bank
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Panel discussion
Economic outlook for the Australian banking sector

• The state of the global economic environment
• Have we seen the worst of the credit crunch?
• What are the likely outcomes for 2008 on the US real economy?
• What is unfolding in the domestic debt and equity markets? And how does this play out in the Australian real economy?
• How is the Australian and New Zealand banking sector positioned for the current credit environment?
• Impact on the regional and Australian investment banking sector
• The landscape for mergers and acquisitions
• Balancing mining sector inflation: Central bank challenges in managing a “two-speed” economy

Panellists:
Bill Evans, Managing Director and Global Head of Economics and Research, Westpac Banking Corporation DOWNLOAD PRESENTATION
Sally Auld, Co-Head of Australian Economics and Interest Rate Research, ANZ
Jeff Oughton, Head of Economics – Australia and Industry, National Australia Bank
Adam Donaldson, Head of Debt Research, Commonwealth Bank of Australia
Wes Nason, Senior Analyst – Australian Banks, Citi Investment Research

Presentation
The hybrid comes to life in a new season

• The value and flexibility of hybrids comes into its own in 2008
• What do the 2008 hybrids look like and why
• What are the investors, both institutional and retail, asking for?
• Which industry sectors can best take advantage of hybrid funding?

Nicola Monteiro, Director, nabCapital
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Presentation
US private placement markets – open for business

• The US private placement market remains open despite the current turmoil
• Overview of current market conditions
• The changing face of terms and price

James Waddell, Director Capital Markets, nabCapital
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Presentation
Regulatory lessons from the international capital markets

• Longer cycle regulatory considerations
• What has the past year taught us about securitisation and structured credit?
• Implications for future rule making and supervision

Charles Littrell, Executive General Manager, Policy, Research and Statistics, Australian Prudential Regulation Authority (APRA)
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Panel discussion
A mid-year review on the Australian market for asset-backed securities

• Deals and trends in 2008 so far
• Regulatory changes and Basel II
• Transparency and investor reporting
• Is there interest from government to support the asset-backed markets?
• Rating agencies speak out: Changes in the past six months and the outlook for structured credit
• The ASF response to the crisis in 2008: A year of improved investor relations

Panellists include:
Greg Medcraft, Chief Executive Officer, Australian Securitisation Forum
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Graham Mott, Partner, Banking and Finance, Deloitte
Kevin Lee, Division Director, Debt Markets, Macquarie Bank
Phil White, Director Securitisation, PMI Mortgage Insurance
Ben McCarthy, Managing Director, Structured Finance, Fitch Ratings

Keynote address
The Reserve Bank of Australia’s open market operations

• Liquidity management and support from central bank’s perspective

Guy Debelle, Assistant Governor, Financial Markets, Reserve Bank of Australia
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Presentation
Accounting and regulation developments

• Mark to market accounting – where is it heading?
• Are accountants to blame?

Graham Mott, Partner, Banking and Finance, Deloitte
Tessa Hoser, Partner, Freehills

Panel discussion
The changing face of debt investment

• Investor perspective on credit crunch fallout – what are investors looking for?
• Seeking value in a volatile market: Corporate bonds, structured credit, asset-back securities
• Trends in spreads and yield
• The underlying assets and importance of transparency
• Rating agencies and credit analysis
• Liquidity and risk considerations while chasing higher yields
• What do credit investors think about the new landscape and risk pricing?
• Investing in asset backed securities – under what circumstances will this happen?
• Repackaging assets that are currently on balance sheet to suit Australian investors

Panellists:
Nick Bishop, Portfolio Manager and Credit Analyst, Aberdeen Asset Management
Greg Michel, Head of Fixed Income, ING Investment Management
Dr. Stephen J. Nash, Head of Fixed Income and Cash, State Street Global Advisors
Subash Pillai, Executive Director, Head of Fixed Interest and Cash, Goldman Sachs JBWere Asset Management
Bob Sahota, Senior Portfolio Manager, Challenger Financial Services Group
Tony Togher, Head of Short Term Investments, Colonial First State Global Asset Management