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Agenda 2022


Panels & Topics.

18 November 2022

09:30 – 10:00
( 0.30 Hour )

Registration / Coffee & Tea

10:00 – 10:30
( 0.30 Hour )

Opening remarks

10:30 – 11:45
( 1.15 Hour )

Panel I

Does the time ahead of us present a „perfect economic storm“? With the pandemics and world conflicts, inflation and supply chain crisis happening, what’s next for the SEE economies?

  • Credit risks will be in the focus in the coming years, starting with the measures that the governments implement to attain inflation and economic growth measures. How do the regional economies plan to handle a snowballing effect of the pandemics, energetic crisis, and world conflicts? And how is the regional financial and banking market reacting?
  • The economic consequences of the conflict, the sanctions and retaliatory sanctions, corporate exits and their impacts on the bank sector in the SEE region.
  • How do the states plan to intervene in the market due to the economy’s heating up?
  • What kind of distressed assets can we expect in the inevitable new wave?
  • What will corporate and retail bank loan portfolios look like in 6 to 12 months?
  • Recent developments in the regulatory environment regarding valuations of problem claims.
  • What is the extent to which the current happenings produce a toxic environment for the banking sector? How are the banks reacting to the increased the liquidity pressure?
  • According to some reports, the impact of international sanctions, corporate exits, stagflation shock, had a significant impact on the European and regional banking sector. What consequences are expected in the region considering the interdependence of regional economies and financial markets? Are we facing a worse crisis than the one in 2008, and are the market participants in Southeast Europe prepared for the challenges ahead?

11:45 – 12:00
( 0.15 Hour )

Networking break / Coffee & Tea

12:00 – 13:15
( 1.15 Hour )

Panel II

Banks' strategies in NPL portfolio management - Trends

  • What are the global trends affecting collateral?
  • Can banks apply more lenient lending conditions given the rise in real estate prices. How would this affect NPL portfolios and their value?
  • Servicers as commercial banks’ strategic partners? What conditions do NPL portfolio servicers need to meet to be a reliable partner to commercial banks?
  • How has the Servicing ecosystem developed in the last 2 years, and what to expect in the years to come?
  • Will liquidity change, how are prices developing, and are new types of assets coming to market?

13:15 – 14:00
( 0.45 Hour )

Lunch & Refreshments

14:00 – 15:15
( 1.15 Hour )

Panel III

The investors' aspect – Opportunities and Challenges

  • Secondary markets what is the offer?
  • Have significant funds left the SEE market, and where are they now?
  • Retail loan market – pros and cons
  • What type of NPL portfolio is currently attracting attention, and who buys?
  • Will investors demand a higher premium due to the risk of uncertainty surrounding the Covid 19 pandemic and global conflicts?
  • What new strategies have investors implemented because of market conditions?
  • Investing in non-performing loans in the region of Southeastern Europe, what to expect in the new economic scenario?
  • Which markets are expected to perform well, and how will a post-pandemic and economic crisis market fit with prevailing investor appetite?

15:15 – 15:30
( 0.15 Hour )

Networking break / Coffee & Tea

15:30 – 16:45
( 1.15 Hour )

Panel IV

Assessing problematic claims in the world after pandemic

  • Different types of collateral and best practices for assessing the value of the collateral. Which real estate valuation models have proven to be the most accurate?
  • What sets high quality units apart from others in one portfolio?
  • Which asset classes hold high prices, and how will this affect the cost of the problem receivables portfolio and its potential sale?
  • Will liquidity change, how are prices developing, and are new types of assets coming to market?
  • What is the most significant macro risk that real estate appraisers face? Rising rates, COVID, economic slowdown, unforeseen event or inflation?
  • Are there additional risks in relation to certain types of real estate that are neglected?
  • Further development of the assessment process and future issues.