Similar to our AfricaSIF roadshow we are conducting in 2010 raising the profile and awareness around sustainable investment in Africa, the Ai events offered high-level networking to analysts, fund managers, pension funds, sovereign wealth funds, investor relations officers and the financial media to meet CEOs from Africa’s leading listed companies and stock exchanges. The theme was “capital introduction” and the organizers put together one-on-one meetings for institutions currently raising capital and seeking investors.Africa investor’s Analysts’ and Fund Managers Forum organized in association with NYSE Euronext and Bloomberg. Bloomberg will be a partner for AfricaSIF and has impressed the industry with their integrated ESG product offering. Africa investor’s Analysts’ and Fund Managers Forum was held Monday and Tuesday, 12-13 April, at Bloomberg London headquarters @ Finsbury Park [not far from a few great pubs!]. Ai (www.africa-investor.com) is positioning itself as a leading African provider of news, events, benchmarks and indices under the guidance of editor Hubert Danso. Bloomberg (www.bloomberg.com) is a leading vendor of market data, news and other information services and represented by Ian Yeulett, Chief Executive, Europe and Africa. It is part of Ai’s series of road shows profiling African capital markets tothe international investment community. The roster of speakers and topics offers a good insight into the conversation on African investment today. See more about the event @ African Capital Markets blog. Monday, 12 May Session 1(10:10am): The Value Proposition – overview of African capital markets (equity and bonds) including their size, how do capital flows compare with other regions, direct vs portfolio investment, how do its exchanges compare to global leaders, and why did it lag the recovery of other emerging markets after the crisis? Chair: Anton Hobbs (Africa Sales, Bloomberg), panel: Matthew Pearson (Head of African Equity Products, Standard Bank), David Cowan (Economist Africa, CitiGroup), Luca del Conte (Executive Director, MediCapital Bank) and Veronica Kalema (Director, Fitch). Session 2 (10:50am): Hidden value? Valuation and Accounting in African Companies including leading investment researchers, credit rating analysts and financial journalists reviewing some special factors behind the valuation of companies and sectors in our resource-rich but under-developed continent. Chair: Joseph Wambia (CEO, Wambia Capital LLC), Neil Shah (Research, Edison Investment Research), Daniel Broby (CIO, Silk Invest), Gregory Kronsten (Chief Economist, First City Monument Bank UK), Maciek Szymanski (Investment Strategist, African Alliance Securities) Session 3 (12:00 noon): Capital Introduction – Trends and Prospects. Leading pension funds and fund managers will analyse global capital raising market for Africa-focused listed, bond, Shariah, hedge and private equity funds, including the views of international pension funds, new directions for sovereign wealth funds and family funds and sector-focused funds. Chair: Rafael Stone (Foster Pepper LLC), Christopher Grune (State Street Global Advisors), Martin Poulsen (Chief Private Equity Officer, African Development Bank), Craig Mercer (Senior Investment Consultant, Towers Watson), Hela Dammak (MD, Global Markets Societe Generale) anf Zain Latif (Partner, TLG Capital). Session 4 (12:40): Global emerging markets investors and African pension funds and CEOs will debate: disclosure compared with other global markets; can companies identify and talk to their owners, do African companies take investor needs seriously and what could they do to reduce their cost of capital? Chair: Sunil Benimadhu (CEO, Mauritius Stock Exchange), Tim Goodman (Hermes Fund Managers), Nicolas Clavel (CIO, Scipion), Richard Veringa (Executive Director/COO, Sigma Pension Funds), Stephen Swanson (Senior Legal Counsel, Abu Dhabi Investment Company). Session 5 (14:30): CEO Roundtable: Success stories and strategies from leading African capital markets personalities, including investment strategies and other experiences. Chair: Ekow Afedzie (CEO, Ghana Stock Exchange), Arnold Ekpe (CEO EcoBank), Geoffrey White (CEO, Lonrho), Euan Worthington (Chairman, African Eagle Resources), Dr James Mwangi (CEO, Equity Bank) and Ismail Douiri (Directeur, Attijariwaffa Bank) Session 6 (15:10): Fund Managers’ Analysis of Market Trends and Forecasts for 2010. Sharing and analysing research, profiling countries, sectors, funds and companies they believe will do well, with predictions and forecasts. Chair: Tom Minney (Editor, African Capital Markets News), Andrew Lister (Senior Investment Manager, Advance Emerging Capital), Ian Morley (CEO, Corazon Capital). Marc Sullivan (Portfolio Manager, Cadiz), Jamie Allsopp (Fund Manager, Insparo Asset Management), Renaissance Capital. Tue 13 May Industrial Relations workshop sponsored by supported by the IR Global League (www.irgl.info).