While most investors are in a state of "winter is coming," shifting their assets into standby mode, there are those who consider unpredictability a "golden age" capable of bringing phenomenal profits to market participants.
The question of which investment strategies will bring the expected income against the backdrop of the outflow of foreign competitors and the shift in focus from external markets to the domestic one will be the main topic of discussion at the upcoming third Investment Leaders Forum, which will be held on November 18, 2023, at the Soluxe Hotel Moscow.
"After the closure of foreign markets, investors are actively seeking investment opportunities in the domestic market. Investors and companies attracting investments should consider instruments such as investment and financial platforms, through which investors can choose and invest in projects, and companies can attract capital without being distracted from business development. We will discuss this at the Forum," – said Konstantin Petrov, CEO of VTB Registrar JSC.
The Investment Leaders Forum has become a traditional meeting place for opinion leaders. This year, 5 parallel halls will be organized, bringing together 1,500 investors and over 200 market experts. Management companies, brokers, issuers, regulators, practicing experts, analysts, and Telegram channel authors will speak before their investors. Top managers of the largest companies will gather to discuss the investment potential of the Russian economy and talk about their contribution to the development of business and the financing of socially significant projects.
The main topics of the Forum will be:
· Balance, rule, sell: stock market yield strategies
· The Great Barrier Myth: protective measures for private investments
· Almost like Twitter: what to expect from venture investors in 2024?
· Between Scylla and Charybdis: how to balance the interests of minority and majority shareholders and go public
· Cloud Eldorado: crypto gold accessible to everyone
· Homo Investicus – a financially literate person: the trend of the 21st century
The interest of private investors in the stock market is reviving. For companies planning their placement, this opens up new perspectives. "The Russian stock market is becoming increasingly attractive for raising financing, including through IPOs. If earlier the IPO procedure was a very costly instrument for raising equity capital, which was only available to the largest companies, now medium-sized companies from many sectors of the economy can also go public. This trend will certainly make our companies more open, transparent, and efficient, and our financial market will continue to grow, without relying on external capital markets," – said Mikhail Avtukhov, Deputy Chairman of the Board, Head of CIB at Sovcombank.
While some investors are preparing for the IPO parade, others prefer to earn from bonds. Evgeny Zhornist, Portfolio Manager at Alfa-Capital Management Company, shared his views on the situation in the Russian debt market. "The risks of a further key rate increase remain high, which cannot but put pressure on the debt market. However, the regulator's efforts to curb inflation should bring results. Stabilizing inflation near the target will allow for a future reduction in rates, which will favorably affect bond prices. From this point of view, current yields in the market look very attractive for investors in the medium term."
Tough conditions require the emergence of new instruments and offers in the market. Financial platforms are becoming one of the instruments of close attention from experts. "The avalanche-like growth of public interest in bonds requires new approaches to their sales. Financial platforms can revolutionize this market. In 2023, issues appeared on the platforms that differed significantly in terms of conditions from exchange-traded ones. What advantages do financial platforms give to issuers and investors, will they displace exchange trading – we will discuss this at the Forum on November 18!" – said Evgeny Naumov, CFA, Director of NFC-Sberbank JSC.
The Forum will be of interest to both professional and novice investors, entrepreneurs, and managers. You can expect: a strong program, TED-talks style presentations, master classes from investors, tastings from partners, a powerful investment community, and a private after-party with top managers and celebrity guests. The Forum program and registration are available on the website.
Use promo code IXBT20 for a 20% discount.
Event partners: IC Finam, Expert RA, Association of Bondholders, Harmful Investor, Atomyze, Nutrino Lab, VTB Registrar JSC, Promsvyazbank PJSC, Mokka, Chamber of Commerce and Industry of the Russian Federation.
Strategic partner: Go Invest.
General partner: Sovcombank PJSC.