International Symposium Geneva, October 1-2, 2008

Program and Presentations


   Download program
DAY 1: Wednesday October 1

ASSESSING THE OPPORTUNITY

07:30 Coffee and croissants
Registration of participants

08:45

Welcome Address

09:00

Inclusive Finance, a Win-Win Scenario

Short presentations on the strengths and weaknesses of the fundamentals of microfinance, followed by a moderated discussion with the audience. The focus will be on scenarios for the future:
I. Inclusive financial services: clients, products and impact;
II. The universe of inclusive financial service providers;
III. The role of the enabling environment for the performance of inclusive finance;
IV. The role of support services for the performance of inclusive finance.
   Download In Channy's presentation

10:15
Coffee Break    

10:45

Tools for Investors

Three break-out sessions, each starts with a short global overview of progress and innovations in the development of tools for assessing providers of inclusive financial services and the environment in which they operate. This is followed by two or three case examples. The major part of these sessions is dedicated to a moderated discussion on the usefulness of existing tools, and the role of investors in building the market.

I. Assessing financial performance

   Download Nathalie Dogniez's presentation
   Download Aldo Moauro's presentation
   Download Damian von Stauffenberg's presentation
   Download David Quien's presentation

II. Assessing social performance

   Download Marc de Sousa's presentation
   Download David Dewez's presentation
   Download Cecile Koller's presentation

III. Assessing the regulatory environment

   Download Jill Chen's presentation
   Download Anne-Francoise Lefevre's presentation
   Download Arup Chatterjee's presentation
   Download Eric Savage's presentation

12:15 Buffet Lunch    

14:00

Investing in Inclusive Finance

Philanthropy, Socially Responsible Investment or Sustainable Commercial Deal?

Assessment of the first decade of microfinance investment by the first microfinance investment fund, followed by its perspective on the next ten years. Overview of what we know and do not know about the performance of current microfinance investment vehicles, and discussion of trends in transparency of the sector.
   Download Naim Abou Jaoudé's presentation
   Download Damian von Stauffenberg's presentation

15:00
Coffee Break    

15:30

Separating Fact from Fiction: Different Investment Products and Instruments

Three break-out sessions start with a short global overview of the different products available in each category based on the latest research, with an emphasis on performance indicators relevant for investors. This is followed by a brief illustration by two or three leading investment intermediaries. The major part of these sessions is dedicated to a moderated discussion on strategies for investors to ensure sustained returns.

I. Fixed-income instruments

   Download Raimar Dieckman's presentation
   Download Oliver Oehri's presentation
   Download Roland Dominicé's presentation
   Download Matthias Adler's presentation

II. Equity investments

   Download Sarah Forster's presentation
   Download Jean-Philippe de Schrevel's presentation
   Download Stefan Harpe's presentation
   Download Venky Natarajan's presentation

III. Risk management instruments

   Download Julie Abrams’ presentation
   Download Art Avedisian’s presentation
   Download Cyrille Parant’s presentation

15:30

New Markets – China, the World’s Largest Market for Inclusive Finance

A fourth break-out session starts with a provocative analysis of the different types of microfinance providers in China by a leading Chinese researcher, with a focus on scenarios for the future. This is followed by a brief illustration by two or three leading providers of inclusive financial services. The major part of the session is dedicated to a moderated discussion.

IV. Scenarios for China

   Download Du Xiaoshan's presentation
   Download Gao Jianhui's presentation
   Download Wang Xingzui's presentation
   Download Guo Zhiwen's presentation

16:50

Building Efficient Microfinance Markets: Dialogue among MFI leaders

A discussion among leading providers of inclusive financial services from three continents on how investors should evolve in order to meet their needs and those of their clients.
18:30 Cocktail and Dinner    
DAY 2: Thursday October 2

07:30 Coffee and croissants
Registration of participants

08:30

Introduction to the Day

08:40

How Grameen Bank’s innovations build microfinance markets

09:10

Is it fair to do business with the poor?

10:25 Coffee break

10:40

Pushing the Frontier

   

Drivers of Scale: New Products, Technology, Consolidation

Three break-out sessions start with an introduction on global trends and innovations, followed by short presentations of case examples. The major part of the session consist of a moderated discussion on how the driver of scale is expected to create opportunities for investors.

New Markets: Keys to Unlocking China’s Potential

A fourth break-out session starts with presentations by the key entities responsible for regulation and supervision of inclusive finance in Chin. This is followed by in-depth discussion among a panel consisting of non-Chinese institutions that have recently invested in financial inclusion in China.

I. New Products – Microinsurance

Introduction of innovations and global trends in microinsurance, followed by short presentations of case examples by the panelists and a moderated discussion on emerging opportunities for investors.
   Download Jim Roth's presentation
   Download Michael Anthony's presentation
   Download Brandon Matthews' presentation
   Download Rolf Hueppi's presentation

II. New Technology – IT and Telecoms

Introduction of innovations and global trends in information and telecommunications technology for driving scale of financial inclusion, followed by short presentations of technology-based business models by the panelists and a moderated discussion on emerging opportunities for investors.
   Download Xavier Reille's presentation
   Download Ian Watson's presentation
   Download Danilo Mojica's presentation
   Download Robson Rocha's presentation
   Download Monica Brand's presentation

III. Consolidation as Driver of Scale

Brief overview of global trends in consolidation, followed by presentations of innovative models and a moderated discussion on the impact of consolidation for building scale.
   Download Wagane Diouf's presentation
   Download Dick Brouwer's presentation

IV. New Markets as Driver of Scale

   Download Tian Jianhua's presentation

12:00

Building the Future: Innovations for Principal Investors

Based on the discussions during the symposium, a panel consisting of key actors will draw conclusions on the future of investment in inclusive finance, and develop recommended guidelines and standards for principal investors.
   Download Paul Spijkers' presentation

13:00 Networking Lunch

14:30

Round Table on China

   
In an informal setting, participants interested in obtaining a more in-depth understanding of inclusive finance in China will have an additional opportunity to ask questions to members of the Chinese delegation, recent foreign investors and international specialists.
At the Exhibition, “Walking the Talk”, investors can meet leading inclusive finance providers and investment intermediaries, and make personal appointments with the leaders of these organizations. The exhibition will take place in parallel and throughout the entire Symposium.