2019 Annual Conference
Agenda (As of 3/27)
Registration & Continental Breakfast
8:45 a.m. – 8:50 a.m.
Ambassador Jeffrey Gerrish, Chairman and President (acting), EXIM
8:50 a.m. – 9:00 a.m.
Lawrence A. Kudlow, Assistant to the President for Economic Policy, Director of the National Economic Council
9:05 a.m. – 9:15 a.m.
Jeffrey Goettman, Executive Vice President and Chief Operating Officer, EXIM
9:20 a.m. – 9:45 a.m.
Congressional Panel: The Path to EXIM Reauthorization
Members of the U.S. House of Representatives discuss reauthorization.
Congressman Emanuel Cleaver (MO–05)
Congressman Blaine Luetkemeyer (MO–03)
Congressman Steve Stivers (OH–15)
Moderator: Andrew Ackerman, Reporter, Wall Street Journal
9:50 – 10:25 a.m.
EXIM and National Security: Global Competition for Critical Industries
America's competitors have created industrial development strategies to gain advantages in sectors critical to U.S. economic and national security. This panel discussion tackles how export credit financing can be utilized to protect these key industries and maintain American dominance.
General (ret.) James Cartwright, United States Marine Corps, and Director, IP3 International
Eric Fanning, President and Chief Executive Officer, Aerospace Industries Association
Seth Grae, President and CEO, Lightbridge Corporation
Tom Stroup, President, Satellite Industry Association
Moderator: Dr. Douglas Holtz–Eakin, President, American Action Forum
10:30 a.m. – 11:05 a.m.
Strategic Trade Finance: The ECA Competitive Advantage
Export financing has become a potent tool for nations in advancing their strategic and economic policy objectives. While America's allies are deploying export credit in pursuit of their own goals, no nation has been more aggressive on this front than China.
Dr. C. Fred Bergsten, Senior Fellow and Director Emeritus,
Peterson Institute for International Economics
Paul Denton, Senior Vice President, Marketing and Advanced Technologies, Progress Rail
Patrick Gang, Head of Export and Agency Finance, Bank of America
Louis Taylor, Chief Executive, UK Export Finance (UKEF)
Moderator: Dr. Rebecca Harding, CEO, Coriolis Technologies, and author of The Weaponization of Trade
11:10 – 11:45 a.m.
Powering Global Energy Demand
Rising exports will help the United States become a net energy exporter by 2022, four years earlier than expected, and for the first time since 1953. As American energy production ramps up, the global demand for energy is rising too, and along with that increase is the opportunity for U.S. energy companies to compete for large energy projects around the globe, often in areas of strategic importance. Learn about the role that export financing can play to support the nation's energy producers.
Greg Conlon, Chief Development Officer, KBR
Steve Conner, President and CEO, Siemens Energy, Inc., USA
CFO, Siemens Global Power Generation Services
Peter Gibson, Chairman and Chief Executive Officer, Stellar Energy
John Hopkins, Chairman of the Board and Chief Executive Officer, NuScale Power
Moderator: Shawn Bennett, Deputy Assistant Secretary for Oil and Natural Gas, U.S. Department of Energy
11:50 a.m. – 12:50 p.m.
Break and Networking Session
12:50 p.m. – 2:15 p.m.
Lunch and Keynote Remarks
Dr. Peter Navarro, Assistant to the President, Director of the Office of Trade and Manufacturing Policy
Congresswoman Maxine Waters (CA–43), Chairwoman, House Financial Services Committee
Congressional Update: Trade, Economic Opportunity, and EXIM
Members of the U.S. House of Representatives discuss international trade, global competitiveness, the impact of exporting on the U.S. economy and jobs growth, and EXIM reauthorization.
Congressman Denny Heck (WA–10)
Congressman Frank Lucas (OK–03)
Moderator: Kevin Cirilli, Reporter, Bloomberg
Concurrent Breakout Sessions
2:45 p.m. – 3:45 p.m.
Concurrent Breakout Session One
Export Incubator (Diplomat Ballroom)
Global Expansion is for companies of all sizes. Companies that export are more profitable, avoid seasonality and market fluctuations, and understand that 95 percent of the world's purchasing power resides outside of the United States. Many companies embrace the concept of exporting but are not sure how to get started. This workshop will provide guidance on how to:
Identify new markets and meet international customers;
Prepare for projects in emerging economies;
Improve cash flow while expanding overseas;
Protect your company's assets; and
Implement a successful export strategy.
Join this interactive discussion about the U.S. government resources available to exporters to accelerate growth in international markets, fund overseas expansion, engage in emerging economies, and mitigate risk. Let us help you successfully launch or expand your global markets strategy.
Moderator: Elizabeth Thomas, Business Development Specialist, EXIM
Sean Casey, Co–founder and President, Rotorcorp
William Fanjoy, Director, The Commercial Service, Virginia/Washington, D.C., U.S. Department of Commerce
Bill Houck, Regional Manager, Office of International Trade, Export Solutions Group, Mid–Atlantic Region, Small Business Administration
Sharyn Koenig, Managing Director, Eastern and Western Regions, EXIM
Heather Lanigan, Regional Director, Sub–Saharan Africa, U.S. Trade and Development Agency
Healthcare Infrastructure Rx: Financing Medical Exports (Palladian Ballroom)
Join a roundtable of exporters, lenders, and buyers as they discuss opportunities and financing for medical projects, equipment, and services. Topics will include:
Exporter experiences in emerging markets with supplying medical equipment and services;
Opportunities to support training and management services between U.S. teaching hospitals and their foreign counterparts;
Highlights of underlying risks associated with these opportunities and mitigating financing structures; and
Appropriate repayment term for different types of medical equipment and services.
Introductions: Rita Murrell, Deputy Vice President, Global Infrastructure Division, EXIM
Moderator: Douglas Frye, Senior Loan Officer, Global Infrastructure Division, EXIM
Trevor Gunn, Vice President International Relations, Medtronic
Raphael Ortega, CEO, Societe Francaise d'Equipements Hospitaliers (SFEH)
Robert Peaslee, Commercial Advisor, Office of the U.S. Executive Director, World Bank Group
Michael Sams, Senior Electrical Engineer, EXIM
Leanne G. Spees, SVP, International Finance, The Provident Bank
How EXIM Effectively Manages Loan Portfolio Risk (Ambassador Ballroom)
EXIM's asset management experts will engage in a discussion of the various aspects of post–closing loan monitoring and management of troubled credits, including:
Guiding principles for effective loan portfolio management;
What happens after the first drawdown;
Project, corporate, and transportation–differences in monitoring strategies;
Compliance and information quality–what makes a truly great borrower;
Early warning signals indicating increased risk–the obvious and not–so–obvious;
Loan restructurings–limiting factors and EXIM Bank approaches; and
Tools that EXIM Bank uses for recoveries versus those used by commercial banks.
Moderator: Andrew McCabe, Deputy Vice President, Special Assets, Claims and Recoveries, Asset Management Division, EXIM
Sonia Koshy, Deputy Vice President (Acting), Portfolio Risk Management, Asset Management Division, EXIM
Wilson Llerena, Managing Director, Medium Term and Sovereign, Asset Management Division, EXIM
Polina Williams, Deputy Vice President (Acting), Transportation Portfolio Management Division, EXIM
Modifying EXIM's Working Capital Guarantee Fees (Congressional Room)
Learn how EXIM is considering changing the Working Capital Guarantee Program (WCGP) fees under a risk–based approach to better reflect current market practices in pricing asset–based loans and incorporate a risk–based approach for individual borrowers and lenders.
The session will include EXIM staff and will provide attendees with the opportunity to ask questions and offer suggestions for changes to the WCGP pricing.
Smaro Karakatsanis, Director, Business Credit Division, EXIM
Nizar Najm, Management and Pricing Analyst , Office of Small Business, EXIM
Sami Nassar, Director, Business Credit Division, EXIM
Mario Ramirez, Director, Business Credit Division, EXIM
4:00 p.m. – 5:00 p.m.
Concurrent Breakout Session Two
Get the Most Out of Your EXIM Bank Insurance: The Insurance Broker's Perspective (Diplomat Ballroom)
Trade credit insurance is a specialized line of business that requires specialized expertise. Insurance brokers experienced in credit insurance are the key link to understanding the product and obtaining appropriate and cost–effective coverage. Several insurance brokers will share their thoughts about how to navigate the trade credit insurance market and use EXIM insurance to grow your business.
Bruce Glaub, Principal, Trade Acceptance Group LLC
John Koch, Managing Partner, World Trade Consult
Ursula Wegrzynowicz, Founder and President, Emelev LLC
Moderator: Ed Coppola, Director of Broker Relations and Product Development, EXIM
Financing Medium–Term Transactions (Palladian Ballroom)
EXIM staff will discuss innovative approaches to financing medium–term transactions for U.S. exporters, including financing the export of environmental goods and services.
Bonnie Cybulko, Vice President (Acting), Industrial Finance Division, EXIM
David Fiore, Vice President, Transportation Division, EXIM
Craig O'Connor, Senior Finance/Renewable Energy Officer, Industrial Finance Division, EXIM
Evolution of Fraud Risk Management at EXIM (Ambassador Ballroom)
Learn about the ever–changing landscape of fraud risk.
John Connor, Assistant General Counsel for Litigation, Fraud, and Compliance, EXIM
Walter Hill, Vice President, Credit Review and Compliance Division, EXIM
5:30 – 7:00 p.m.
Blue Room, East Promenade
8:45 a.m. – 8:50 a.m.
Jeffrey Goettman, Executive Vice President and Chief Operating Officer, EXIM Bank
8:55 a.m. – 9:25 a.m.
The Multiplier Effect: Supporting the U.S. Supply Chain
For every large U.S. market leader exporting goods, hundreds, if not thousands, of small– and medium–sized companies are involved. American exports support domestic businesses providing the components and sub–systems that are critical to the finished product, as well as the transportation and infrastructure required to complete projects overseas. This panel explores the importance of preserving and protecting manufacturing, service, and logistics jobs across the U.S. supply chain, in terms of both American employment and national security.
Christopher Barber, Senior Director, Sales and Marketing, American Roll–on Roll–off Carrier
Chuck Cadena, Head of Communications, Public and Government Affairs, Spirit AeroSystems, Inc.
Karl Hutter, President and Chief Executive Officer, Click Bond
Moderator: Jordan Stoick, Vice President, Government Relations, National Association of Manufacturers
9:30 – 10:00 a.m.
"Crowding In" vs. "Crowding Out:" How EXIM Attracts Private Sector Activity
EXIM actively seeks to engage the private sector in risk–sharing for its transactions. Last year, the bank completed a groundbreaking reinsurance program for its aircraft portfolio. Join the conversation about how EXIM can engage the private sector and further protect the American taxpayer through risk–sharing programs.
Gemma Bae, Managing Director and Head of Structured Export Finance Americas, ING Capital LLC
Dan Riordan, President of Global Political Risk, Credit and Bond Insurance, AXA XL
Doug Steenland, Chairman, AIG
Moderator: Joseph Monaghan, Executive Managing Director, Aon
10:05 a.m. – 10:30 a.m.
The Global Power Competition: A Conversation with the Chairman of GE Gas Power
Well–respected executive at General Electric, John Rice, came out of retirement to take the helm of GE's newly formed Gas Power unit. Matthew Goodman leads Rice through a conversation about the challenges GE and other American companies face as they compete for major energy projects around the globe.
John Rice, Chairman, GE Gas Power
Moderator: Matthew Goodman, Senior Vice President, Simon Chair in Political Economy, and Senior Adviser for Asian Economics,
Center for Strategic and International Studies (CSIS)
10:35 a.m. – 11:05 a.m.
Africa and Energy: The Fierce Competition and National Security Impact
Africa's demand for electricity is expected to increase by more than two–thirds between now and 2040. It is estimated that $450 billion will be needed to build new power generation capacity on the continent over the next 25 years. Competition for energy projects in Africa has never been more intense, with China leading the way. This panel discusses the strategic importance of America's ability to win energy projects in Africa.
Dan Blumenthal, Director of Asian Studies and Resident Fellow, American Enterprise Institute
Thomas Hardy, Acting Director, U.S. Trade and Development Agency
Gilbert B. Kaplan, Under Secretary of Commerce for International Trade, U.S. Department of Commerce
Robert McFarlane, former National Security Advisor to President Ronald Reagan and Co–founder and Director, IP3 International
Moderator: Judd Devermont, Director of the Africa Program,
Center for Strategic and International Studies
11:15 a.m. – 12:15 p.m.
Concurrent Breakout Session Three
Ask the Experts: ECA Activity around the World Ten Years after the Financial Crisis (Palladian Ballroom)
The competitive landscape for U.S. exporters changed rapidly during the financial crisis. Here is your chance to ask the experts about the global export credit agency (ECA) arena. Is ECA financing a discriminating factor among bids that influences procurement decisions? Are the OECD export credit rules necessary in today's world? What challenges will American exporters face to grow sales abroad? This data–driven discussion will explore the wider world of ECAs from different perspectives, with a deep dive into:
data available to observers interested in understanding the official export finance market;
how the global ECA arena has changed since the financial crisis and what roles they play today (e.g., strategic; development; jobs creation); and
which ECAs are emerging as leaders in various regions and sectors and what are they doing to win the bids.
Moderator: Isabel Galdiz, Vice President, International Relations, EXIM
David Drysdale, Head of Export Credits Division, Organisation for Economic Co–operation and Development
Oliver O'Connell, Trade and Export Finance, TXF Media
Laszlo Varnai, Associate Director, Berne Union
The Blockchain Revolution: Increasing Trade, Reducing Costs, Minimizing Fraud (Ambassador Ballroom)
Are you curious about FinTech? Are you interested in blockchain and distributed ledger technologies? This panel will explore blockchain, and its applicability to trade finance, supply chain management, and the potential disruption of the $2.3 trillion letter of credit market. This session features experts on the cutting edge of blockchain and how they see distributed ledger technologies fitting into the larger global trade landscape.
Shailee Adinolfi, Director, Government Solutions, Consensys
Anoop Agarwal, Senior Program Manager, Viant
Satya Prasad Sahu, Senior Trade Facilitation Specialist, The World Bank
Robert Sicina, Executive in Residence, American University and Co–founder, AU Blockchain Hub
Moderator: Michael Sams, Senior Electrical Engineer, EXIM
12:20 p.m. – 2:00 p.m.
Lunch, Awards Ceremony, and Closing Remarks (Regency Ballroom)