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Wednesday 13 April at 11.00 GMT +1 / 13.00 AST (updated)

Whatever the outcome of the Ukraine invasion, the global geopolitical landscape has changed irrevocably.

Is the world going to deglobalize, fragment into cold war blocs or reglobalize into a new network of alliances, partnerships and supply chains? Where does the Middle East sit in this new order? So far, the Gulf is pursuing a strategy of cautious neutrality (and benefiting from high hydrocarbon prices) – but can this last? How should the Middle East’s partners and investors position themselves in 2022 and beyond?

To answer these questions and many more we are bringing together a panel of the most insightful people we know in a special live webcast on April 13, 11am GMT+1/ 13pm AST

The final show in our Saudi Housing Finance Series.

Over the past three months we have interviewed many of the leading players in the development of this important new market and a group of high-profile international players and experts. Now it’s our turn!

Richard Banks, Series Editor and Chris Wright, Euromoney Editor for Middle East and Asia join forces to host an hour of unique analysis, comment and conversation to wrap up the series. We also present the findings of our 2021 Saudi Housing Finance Report, analyse the key milestones of 2020 and take the risk of forecasting how the market will perform in 2021 and beyond.

This interactive session bings together all the themes we’ve covered in the past ten weeks – demographics, government action, policy changes, mortgage market growth and secondary market prospects. It was held live, unscripted and unedited – we tell you what we really think, and you tell us the same!

Part of our series on Saudi Arabia’s housing and housing finance markets, Euromoney speaks with Luca Bertalot, Secretary General of the European Mortgage Federation - European Covered Bond Council.

Covered Bonds are debt instruments issued by a bank or mortgage institution that provide a relatively inexpensive source of mortgage funds. They are popular due to their high credit ratings and level of safety. The security is backed up by pools of mortgages, with the bonds ‘covered’ by the cash flows of the underlying instruments. The covered bond product is used extensively in Europe (having been born in Germany) and plays a key role in European capital markets. In 2019 there was EUR 546bn of issuance with EUR 2.7trn outstanding at the end of the year.

As the Saudi Arabian housing and housing finance markets continue to grow, covered bonds could be a key funding source for the Saudi banks and their introduction could bring substantial economic benefits to the Kingdom.

Luca Bertalot speaks with Euromoney’s Victoria Behn, live, about covered bonds, the market’s development and applicability to Saudi Arabia. We also discuss the ECBC’s green agenda, their sustainable mortgage initiative and their Green Covered Bond Label in co-operation with the ECB and EBA.

Ammar Alkhudairy, Chairman of SAMBA Financial Group, and future chairman of the combined NCB/SAMBA, and Simon Williams, Chief Economist, Central and Eastern Europe, the Middle East and Africa, of HSBC, join us for a full hour of interactive discussion, comments and more.

Our subject is the outlook for the Saudi economy. In a year which has seen the twin shocks of the pandemic and oil price declines, we’ve also seen rapid and deep action from the Saudi authorities.

But will it be enough to keep the ship stable and on course? Has the Saudi economy been saved by the reform process that began in 2015, as many commentators say? Or, are the structural problems and concentration on hydrocarbons still hampering the Kingdom’s migration to a new economic model? Will 2021 bring a rapid recovery, or will the economy lag without continued state support? What does this all mean for banking and capital markets?

We discuss these questions and many more in a fast-paced, informative and candid discussion from two of the markets smartest and most articulate participants.

Wednesday 11 November at 09.00 EST / 14.00 GMT / 17.00 KSA

We’re delighted to welcome Jihad Azour, the IMF’s Director of Middle East and Central Asia onto our next Euromoney LiveStream on Wednesday 11 November at 09.00 EST / 14.00 GMT / 17.00 KSA.

In a wide-ranging live interview we will be asking him about how the region is handling the pandemic and the Fund’s forecast for economic performance in 2020 and 2021.

We’ll talk in detail about Saudi and the GCC, about Lebanon, Egypt and more. We’ll also be debating whether the turbulence of 2020 will accelerate or delay the region-wide drive toward reform and diversification.

Monday 16 November 10am GMT, 6pm Kuala Lumpur

Join the debate as we speak to Datuk Chung Chee Leong, President and CEO of Cagamas Berhad. Cagamas is Malaysia’s national mortgage corporation, and one of the most successful examples of an agency designed to promote a secondary mortgage market. Cagamas is also the biggest issuer in Malaysia’s debt capital markets, which include the most sophisticated Shariah-compliant issuance market in the world.

Datuk Chung will be speaking to Euromoney Asia editor Chris Wright, live, to explain the lessons he has learned from building this institution, and how they might apply elsewhere. He will take your questions while we talk.

Join us live at 11.00-11.45 London / 14.00-14.45 KSA / 15.00 - 15.45 Dubai on Wednesday 4 November for our Euromoney LiveStream.

We are delighted to welcome H.E. Mr Mohammed El-Kuwaiz, Chairman, Capital Market Authority, KSA, for a live interview on 4th November at 11.00 GMT/14.00 KSA.

In this 100% live session we will ask the Chairman about the CMA’s response to the pandemic, the state of the Saudi capital markets, the opportunities for foreign capital and the status of the ambitious FSDP/Vision 2030 programme as it approaches the end of its first phase.

We will also be taking questions live and unscripted from you, our audience.

Saudi capital markets are fast growing in regional and international importance, and this is your opportunity to quiz, personally, the person driving that growth. If these markets matter to you, then you should join the session.

15 October 2020

In our first international interview of the Housing Finance season, we were delighted to welcome Seth Appleton from the US Government National Mortgage Association – best known as Ginnie Mae.

Ginnie Mae works to provide affordable housing across the United States by guaranteeing on time payment to investors of mortgage backed securities backed by loans insured by government agencies such as the Federal Housing Authority and the Department of Veteran Affairs. Ginnie Mae guaranteed paper is the only mortgage-based security backed by the “full faith and credit” of the US government.

Join Tareq Al-Musharaf from the Real Estate Development Fund, Maan Al-Kahmous from Samba and Fabrice Susini from SRC live at 12.00 noon BST on Tuesday 6th October. As always, the session will be live, lively and interactive.

The second LiveStream in our Saudi Housing series will focus on the potential of the Saudi mortgage market. This fast-growing market, undented by the pandemic, will see both domestic and international capital market issuance in the near future and has the potential, in time, to be of a similar size to Canada. It matters.

We’ve brought together three leaders from different parts of the industry to learn how this market is evolving, to understand its unique characteristics and to appreciate what opportunities it presents to international capital. We’ll also discuss, as importantly, why the market matters to the people of the Kingdom of Saudi Arabia.

Held 12.00-12.45 London / 14.00-14.45 KSA / 15.00 - 15.45 Dubai on Thursday 1^st October

The Saudi housing finance market is a key part of the Kingdom and the region’s developing capital markets. The Kingdom’s housing policy and market strategy is led by the Minister of Housing, H.E. Mr Majed Al-Hogail and we’re interviewing him on Thursday 1st October at 12pm UK/2pm KSA. We’ll be asking the Minister about the state of the housing marketing in the KSA in the light of the pandemic, if the goals of the Vision 2030 programme are still intact and what the remainder of 2020 holds for securitisation, mortgages and other financial markets associated with this vital sector. Directly following that interview will be a live and in-depth Q&A with HRH Prince Saudi bin Talal Al-Saud, Deputy Minister for Residential Support & Beneficiary Services and Mr Marwan Zawawi, Deputy Minister of Residential Products.

12.00-12.45 London / 14.00-14.45 KSA / 15.00 - 15.45 Dubai on Monday 21 September for our Euromoney LiveStream

How has the pandemic affected Saudi Arabia’s strategic direction? Is Vision 2030 still appropriate for a post-Covid world? Will the Financial Sector Development Programme be changed? What do the answers mean for the financial sector and international investors?

To find out the answers to these important questions we’ll be joined by senior representatives from SAMA and the Ministry of Finance on 21st September at 12.00 London time. As part of our ground-breaking Saudi series, we’ll be discussing these topics with these policy-makers directly and you can put your questions to them live in a stream we have titled: Saudi Arabia: Response to Covid-19, the FSDP & Vision 2030.

Next in a ground-breaking series of exclusive interviews from the heart of the Kingdom of Saudi Arabia we are excited to have as our guest none other than the Governor of the Saudi Arabian Monetary Authority, HE Dr Ahmed Alkholifey.

Our Middle East head, Victoria Behn, sat down with the Governor for a conversation recently and we will be streaming the full interview, no cuts, live on 9th September. We’ll also have a panel of experts to comment on the interview and the direction of the Kingdom’s financial sector now and after the pandemic.

Will the dollar peg stay? Is SAMA comfortable with its FX reserves position? Is the financial sector stable? How will SAMA deal with larger than average provisions from Saudi banks? Has the FSDP programme been derailed by this crisis? We asked all these questions to the Governor – and many more. And you can ONLY see them on our LiveStream.

Join us live at 12.00-12.45 London / 14.00-14.45 KSA / 15.00 - 15.45 Dubai on Thursday 3 September for our Euromoney LiveStream 

September still means Saudi at Euromoney! Saudi Arabia is the Arab world’s global player, chair of the G20 in 2020 and a country in the throes of massive and meaningful change.

In late August our senior editorial team was given exclusive access to record a Zoom interview with H.E. Mr Mohammed Al-Jadaan, the Minister of Finance, and Acting Minister of Economy & Planning for the Kingdom of Saudi Arabia.
On 3rd September we will air this interview and host a special interactive post-interview session with leading analysts to discuss the outlook for the Kingdom this year and next. We’ll take your questions and comments too.

12.00-12.45 London/ 07.00-07.45 New York/15.00-15.45 Dubai/ 19.00-19.45 Hong Kong on Wednesday 15th July for our Euromoney LiveStream.

Join Ibrahim Al-Othman, Chief Executive Officer of UDC Qatar, Joseph Abraham, Group Chief Executive Officer of Commercial Bank of Qatar and Raju Buddhirajuon, Executive General Manager of Wholesale Banking at Commerical Bank of Qatar on the Euromoney LiveStream to discuss the outlook for the region, for Qatar and for the banks. We’ll be looking at the impact of the pandemic on the region’s richest per capita economy and how the changing world economy post-pandemic might provide both challenges and opportunities for Qatari banks, companies and investors. Join us on 15 July at 12.00 BST and you can, of course, ask them questions live on the day.

14.00-14.45 London / 09.00 - 09.45 New York / 17.00 - 17.45 Dubai on Thursday 27 August

What does philanthropy mean in the 2020s? Has the nature of giving changed -particularly in light of Covid, a pandemic that has forced us to rethink and reconsider the state of healthcare, nature of education, and format of daily communication?

Is philanthropy at a crossroads? Cerulli Associates reckons $68 trillion in wealth will be transferred between generations in the US alone over the next 25 years. Trillions more will pass into the hand of next-generation HNWs around the world.

These Gen Xers and millennials feel more strongly about ESG and impact investing than any past generation. The way they feel about giving – whether to solve local issues or global challenges from climate change to inequality, will change not only philanthropy, but the nature of global investing.

Covid-19 has exacerbated the wealth gap at the same time as putting extra strain on non-profits and NGOs. Are philanthropists rethinking how they give? And how can the world’s wealthy bring the biggest impact to bear on a global crisis? Join Phyllis Costanza, head of UBS in Society and chief executive officer, UBS Optimus Foundation, Carly Doshi, head of philanthropy, family governance and family office advisory for HSBC Private Banking, Americas and Romy Krämer, managing director of the Guerrilla Foundation on the Euromoney LiveStream on 29 July at 2pm BST.

15.00 - 15.45 London/ 10.00-10.45 New York/18.00-18.45 Dubai/ 22.00-22.45 Hong Kong on Thursday 4th June

Is real estate in trouble? Is there a systemic crisis brewing? Does the asset class need to be re-evaluated now we’re all staying at home? To find out and ask your own questions, join Richard Croft, Executive Chairman, M7 Real Estate and Alasdair Pritchard, Partner, Knight Frank on our Euromoney LiveStream.

Join the debate on the existential trouble facing European banks, as we speak to Davide Serra, one of the financial industry’s most influential buy-side voices. Davide is the CEO of Algebris Investments, which he set up in 2006 after running Morgan Stanley’s European bank research. Today Algebris invests across the equity and debt of financial institutions globally, and in non-performing loans, with particular expertise in Europe and Italy.

He speaks with Euromoney’s Europe editor Dominic O’Neill, live, about where to invest in a sector trading at record-low valuations – and whether the worst is still to come in terms of interest-margin compression, and bad debt. He also address the ECB’s controversial policy on dividends, and the EU’s ability to compete with the City of London, as the Brexit transition period ends.

And, of course, M&A: are deals like Bankia’s merger with CaixaBank, and Intesa Sanpaolo’s takeover of UBI Banca, a sign that European bank consolidation is finally here? When and how can big cross-border deals follow? Is there more ground for optimism in Europe’s ability to build a truly continental financial sector, despite Brexit?

Recorded 3pm BST on Thursday 8th October.

Recorded 15.00-15.45 London / 10.00 - 10.45 New York / 18.00 - 18.45 Dubai on Wednesday 5 August

Is there really a magic money tree? Government finances post pandemic with Constatin Gurdgiev.

The course of the pandemic is anything but certain, but as global debt/gdp is forecast shortly to hit more than 100%, might the medicine be worse than the illness? We’re taking an in-depth look at the options facing public finances across the world in 2021 and beyond. Will inflation re-emerge and when? Are we destined to entrench inequality through decades of austerity or can modern monetary theory ride to the rescue and usher in a new era of socially beneficial investment? We have, as our guest, the eminent economist Constantin Gurdgiev. We debate these points and more LIVE on 5th August at 3pm BST.

Recorded14.00-14.45 London / 09.00 09.45 New York / 17.00 - 17.45 Dubai on Wednesday 22 July for our Euromoney LiveStream.

Jean Pierre Mustier is one of the most important figures in European and, indeed, global banking. He’s joining us for an exclusive, live and interactive interview online on 22nd July, 2pm BST. He will be interviewed by our Europe Editor, Dominic O’Neill and take your questions alongside ours. Mr Mustier is, CEO of UniCredit and also now one year into the job as President of the European Banking Federation. Dominic will be talking to him about banking in the pandemic and its aftermath, the outlook for the Eurozone, the responses of national governments, the EU and, naturally the ECB. We’ll also be taking a deep dive into the future of European banking.

We’re more than pleased to welcome Jean Pierre to Euromoney LiveStreams at a time when the future direction of the Eurozone financial sector is, arguably, as important to us all as it was in 2012. Is the sector really strong enough now to provide the financial muscle necessary to get Europe’s economy moving again?

The oil market, on the back of Covid-19 and the price war, is in a state of crisis not seen since the 1920’s. The prospect of a major realignment of producers is real and emergent. Everything could be about to change.

As part of our continued coverage of key strategic markets in this time of disruption here is a conversation between Robert Ryan, the Chief Commodity and Energy Strategy for BCA Research and our Middle East Consultant Editor, Richard Banks. We look at where the market is structurally now, where it is likely to go and why. We even try to game out some scenarios for the short and medium term price path. We may not have all the answers but we can promise you an insightful, informative and entertaining discussion.

WATCH NOW > >

Recorded 15.00-15.45 London/ 10.00-10.45 New York/18.00-18.45 Dubai/ 22.00-22.45 Hong Kong on Wednesday 17th June

Our guest speaker this week is Professor Steve H. Hanke, Professor of Applied Economics, Founder & Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, Johns Hopkins University.

Join renowned professor Steve Hanke on the Euromoney LiveStream to find out which sovereigns will default and when. We’ll be looking at both emerging and developed markets and talking about debt holidays, rescheduling, forgiveness, moral hazard and, of course, the German Constitutional Court! We’ll take advantage of Professor Hanke’s wide and deep experience of debt work outs and quiz him on some of his more unorthodox opinions. 

Recorded 15.00 - 15.45 London/ 10.00-10.45 New York/18.00-18.45 Dubai/ 22.00-22.45 Hong Kong on Thursday 21st May

This week we’re joined by Karen Ward, Managing Director, Chief Market Strategist, EMEA, J.P, Morgan Asset Management.

We’ll be gauging where the global economy is now, what its likely medium-term trajectory is, what the prospects are for public finances and, finally, how the dynamic of the macroeconomic environment may change completely after the pandemic finally ends.  

This took place at 16.00 - 16.45 London/ 11.00-11.45 New York/19.00-19.45 Dubai/23.00-22.45 Hong Kong on Thursday 30th April

Our guest speaker this week is Cyrus Ardalan, Chairman, International Financing Facility for Immunization

In a very special episode of the Euromoney LiveStream we were joined by veteran financier and Chair of the IFFIm to discuss how capital markets can create solutions to current and future health challenges. We’ll look at how IFFIm and GAVI are supporting the vital work CEPI is doing to create a vaccine, the financial innovation which enables it and how it can be adapted to address the huge health security investment all nations will need to have in coming years…

WATCH NOW > >

This took pace at 15:00 BST on Wednesday 8th April for our weekly Euromoney LiveStream. 

Our guest this week is George Magnus, the distinguished economist and China expert. Magnus spoke about and answered questions on how the current storm compares to 2008, whether China is really recovering and just how much pain the global economy will feel in Q2/Q3.

WATCH NOW > >

Recorded 11am BST on Tuesday October 13.

Join the debate on digital disruption in banking as we speak to Piyush Gupta, one of the strongest advocates for self-disruption in the industry. Piyush is the CEO of DBS Bank, a winner of Euromoney’s Best Digital Bank award, and is considered one of the most visionary figures in banking when it comes to the threat, and opportunity, of digital innovation in banking.

He speaks with Euromoney Asia editor Chris Wright, live, about the theory and the reality of digital competition to banking, and the way that the sector will evolve from here. He talks about the impact of Covid-19, on banking itself and on digital adoption, and how capital raising will look in the future.

An interview with Seth Appleton, Principal EVP, Ginnie Mae

In our first international interview of the Housing Finance season, we’re delighted to welcome Seth Appleton from the US Government National Mortgage Association – best known as Ginnie Mae.

Ginnie Mae works to provide affordable housing across the United States by guaranteeing on time payment to investors of mortgage backed securities backed by loans insured by government agencies such as the Federal Housing Authority and the Department of Veteran Affairs. Ginnie Mae guaranteed paper is the only mortgage-based security backed by the “full faith and credit” of the US government.

We’ll be asking Seth about the state of the US housing market, how today compares with 2008, Ginnie Mae’s response to the pandemic and issuance programme for 2021 and beyond. We’ll also be talking to him about the importance of institutions such as Ginnie Mae in the development of liquid, stable and growing mortgage backed securities markets around the world and what the Ginnie Mae story means for new markets like Saudi Arabia.