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Jun 04, 2020
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2020-06-03 20:00:00
2020-06-03 20:00:00
Virtual Roundtable Series on COVID-19 Mitigation Efforts #11 - Insuring SMEs
By invitation only
One of the many financial instruments available – insurance – is a central aspect of any risk management strategy. In times of unexpected events, insurance coverage seems to be the most obvious solution to protect business sustainability. However, for SMEs, unlike for large corporates, time and cost associating with acquiring an insurance protection plan could act as a deterrent against doing so, creating a huge risk gap. COVID-19 has unleashed a myriad of unprecedented risks and liabilities that make insurance a necessity. Furthermore, the insurance gap is more accentuated in the women-led SME segment, making the financial inclusion of women even more difficult to achieve, especially in light of the pandemic.
On Thursday, June 4, 2020, at 8 a.m. EDT, senior representatives from Euler Hermes (a global leader in trade credit insurance), Insular Life Insurance (the largest Filipino life insurance company), Bajaj Allianz (India’s leading private general insurance company), and Hokodo (a tech company providing financing and insurance to SMEs in Europe), together with IFC’s executives, will explain the role of insurance in serving SMEs in general, with special focus on women-led SMEs, and how they are serving this segment during the pandemic.
About COVID-19 Virtual Roundtable Series
In times of crisis, accurate and timely information is key. Sharing knowledge and practical experience are proven forms of investment that pave the path to success. With the purpose of helping our members build their own knowledge advantage, the SME Finance Forum facilitates activities and learning opportunities with the strategic approach of collecting and disseminating the best practices, while connecting SME finance experts and practitioners within our global network. Starting in late March, the Forum hosts weekly virtual roundtable sessions focusing on mitigation efforts used to cope with COVID-19, sharing those experiences in a continuous and real-time basis. Learn more>
What you will learn
The role of insurance in SME financing;
How insurance companies serve SMEs;
Specific strategies catered to women-led SMEs;
The impact of COVID-19 on the way insurance companies serving SMEs.
Host
• Matthew Gamser, CEO, SME Finance Forum
Moderator
Susan Holliday is a Senior advisor at IFC. Susan is part of the financial institutions group at IFC. She acts as an expert on investments and advisory work in insurance, both mature companies, and insurtech, in developing countries. She has over 30 years’ experience in insurance in a variety of different roles, as a board member and an advisor to Eos Venture Fund and several start-ups. Prior to joining IFC, Susan worked at Swiss Re, where she was a Managing Director and Head of Strategy for the reinsurance business worldwide and a member of the executive team. In this capacity she worked on all aspects of life and health and property-casualty re/insurance; headed a global team; and led the strategy work for emerging markets and for Fintech. Susan also held the positions of CFO of Reinsurance Client Markets and Head of Investor Relations at Swiss Re. Before Swiss Re, Susan worked in equity research and equity sales covering the insurance industry at UBS, JP Morgan, and Paribas. Susan is a UK Chartered Accountant, a member of the Chartered Institute of Securities and Investments and Liveryman of the Worshipful Company of Insurers.
Discussant
Henriette Kolb is the Head of the Gender Department at the International Finance Corporation, a member of the World Bank Group. She serves as an advocate for gender equality issues in the private sector and works with IFC’s clients to include both women and men as entrepreneurs, employees, consumers, community stakeholders and leaders. She leads a global team that is engaged in co-creating gender-smart private sector solutions through research, investments, advice, and peer learning platforms. Before joining IFC in September 2013, Henriette was the CEO of the Cherie Blair Foundation for Women, where she remains involved as a senior advisor. Earlier in her career, Henriette was the UN representative in the Middle East Quartet team advising Tony Blair in Jerusalem. She also worked for the Office of the UN Special Coordinator for the Middle East Peace Process (UNSCO). She has held positions as governance advisor with the European Commission Delegation to Tanzania, the German Technical Cooperation Agency in Germany, and the Friedrich Ebert Foundation in Tanzania, where she worked on conflict reduction, civic education, and socioeconomic issues in East Africa. Henriette graduated with an MSc in Development Studies from the School of Oriental and African Studies in London and received her MA from Freiburg University, Germany. She is also a Harvard Kennedy School Women in Public Policy Program fellow (2018). Henriette is a Bucerius and Hertie summer school alumna and a frequent contributor to blogs hosted by the Council on Foreign Relations, Huffington Post, and Business Fights Poverty.
About the speakers
Charles Ruelle is Chief Innovation Officer and Co-head of Euler Hermes Digital Agency, the Innovation Arm of Euler Hermes Group, that leverage new technologies to reinvent credit insurance and explore new business models in trade finance. Previously, he was entrepreneur from 2005 to 2010, and then co-created Etalab, the French Prime Minister's task force for Open Data. As CTO, Charles built the French open data platform: data.gouv.fr to make easily and freely accessible French data. Charles was also Board Member at Hello Tomorrow Challenge, an international challenge open to science & technology innovators.
Cristina delos Santos is the Head of eCommerce and Product Portfolio at Insular Life Assurance Co, Ltd (InLife) which the oldest and biggest Filipino insurance company in the Philippines. In her role, Tina Delos Santos oversees the development of insurance products that the company introduces to the market, as well as the establishment of InLife’s eCommerce presence and business. Her professional career spans positions in banks and telecoms and extensive exposure to the function of end-to-end product management and development. Tina was also a practitioner of analytics-based marketing and campaign management.
T A Ramalingam is the Chief Technical Officer for Bajaj Allianz General Insurance. In his current role, he is responsible for managing motor & non-motor underwriting, claims, risk management, and re-insurance for the organisation. Prior to this, he handled company’s distribution channels and strategic tie-ups as Chief Distribution Officer for institutional sales. In his earlier roles, he has guided and lead teams to create efficient claims management processes that were critical enablers for delivering superior customer experience during claims. As a result, today Bajaj Allianz General Insurance is known in the Indian insurance industry for its best turnaround time in claims management. Rama started his career in the banking industry and has a total work experience of over two decades in the insurance industry. He started his career with a prominent national insurer wherein he handled various operational areas including marketing, claims, and reinsurance. He is a Post Graduate in Commerce and an Associate of Insurance Institute of India.
Richard Thornton is the co-founder of Hokodo, a business which protects SMEs against the risk that their customers fail to pay them for goods or services offered on credit terms. Hokodo's products are designed to be integrated into the technology platforms that SMEs use day-to-day. For example, Hokodo's Invoice Protection solution integrates into cloud accounting platforms so that business owners can protect an invoice as it is being created. The business employs around 20 staff, working out of offices in London and Paris. Prior to founding Hokodo, Richard spent 14 years working at Oliver Wyman, consulting to insurers across Europe, and 4 years working at Aspen, a Bermdudian specialty (re)insurer, where he served as Group CRO and Group COO.
A blog summary will be posted soon here.
For more information: please contact: Khrystyna Kushnir.
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NEW: Weekly Member Update Summary on COVID-19 - June 1, 2020
Weekly Member Update Summary on COVID-19 - May 25, 2020
Weekly Member Update Summary on COVID-19 - May 18, 2020
Weekly Member Update Summary on COVID-19 - May 11, 2020
Weekly Member Update Summary on COVID-19 - May 4, 2020
Weekly Member Update Summary on COVID-19 - April 27, 2020
Weekly Member Update Summary on COVID-19 - April 20, 2020
Weekly Member Update Summary on COVID-19 - April 13, 2020
Weekly Member Update Summary on COVID-19 - April 6, 2020
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de mayo 28, 2020
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2020-05-27 20:00:00
2020-05-27 20:00:00
Virtual Roundtable Series on COVID-19 Mitigation Efforts #10 - Serving Women-Owned Micro Businesses
By invitation only
Much has been written about the disproportionate impact of COVID-19 on women. Even under normal circumstances women-owned micro businesses have limited access to much-needed capital and insurance and are struggling to stay afloat; while with COVID-19 women-owners face a myriad of additional strains related to their roles as family caregivers. These women-owners depend on the microfinance industry for support in several ways, which extend beyond just financing and include business guidance, networking, and access to information. Financial solutions for MSMEs often rely on relatively high-touch engagements that are difficult to maintain with social distancing. Therefore, increasing women’s access to digital financial services has been identified as one of the important ways to expand access to finance, information, and networks for women entrepreneurs.
On Thursday, May 28, 2020, at 8 a.m. EDT, senior executives from Women’s World Banking (a network of financial service providers committed to closing the gender gap in financial inclusion), Microfund for Women (private non-profit company operating in Jordan), and Card Bank Inc (a microfinance-oriented rural bank), will share how they have been impacted by COVID-19, and how they are innovating to stay effective and support their clients.
About COVID-19 Virtual Roundtable Series
In times of crisis, accurate and timely information is key. Sharing knowledge and practical experience are proven forms of investment that pave the path to success. With the purpose of helping our members build their own knowledge advantage, the SME Finance Forum facilitates activities and learning opportunities with the strategic approach of collecting and disseminating the best practices, while connecting SME finance experts and practitioners within our global network. Starting in late March, the Forum hosts weekly virtual roundtable sessions focusing on mitigation efforts used to cope with COVID-19, sharing those experiences in a continuous and real-time basis. Learn more>
What you will learn
How do financial service providers remain connected to their women-owned MSME customers through COVID-19 lockdowns and social distancing orders?
How is COVID-19 changing the way and intensity with which women-owned MSMEs access and utilize digital financial services?
Is COVID-19 crisis creating new opportunities to accelerate the achievement of inclusive financial growth for women-owned MSMEs?
Host and Moderator
• Matthew Gamser, CEO, SME Finance Forum
About the Speakers
Ade Ashaye is the Executive Vice President of Women’s World Banking. Ade joined WWB in 2018 and leads Women’s World Banking’s efforts to grow and broaden the network of financial service providers –incorporating retails banks, microfinance institutions, fintechs, mobile network operators and insurance providers –committed to closing the gender gap in financial inclusion. This growing network currently consists of 51 network members with a reach of 67 million women customers. Ade was most recently Managing Director of Visa West Africa, responsible for overseeing Visa’s relationships in Nigeria, Ghana, Sierra Leone, Gambia, and Liberia. He also previously served as a member of Women’s World Banking Africa Advisory Council. Ade received his engineering degree from the University of Surrey, England.
Muna Sukhtian is the Managing Director of Microfund for Women. Ms. Sukhtian started her career as a management consultant in the US, before returning to Jordan to work in her family’s multinational pharmaceutical business. With a passion for social service, she then served as Chief of Staff to Her Majesty Queen Rania Al-Abdullah. She is currently the Managing Director of Microfund for Women (MFW), a not-for-profit company that primarily serves low-income women who are unable to access the services of conventional financial institutions. Today, MFW has around 750 employees who serves 150,000 beneficiaries,96% of them women, through 61 branches across Jordon. The organization has received many regional and international awards. Muna Sukhtian is Co-chair of Women’s World Banking Board of Trustees, a member of the Board of Trustees of Crown Prince Foundation, founding board member of Sanadcom for Business Finance, she is also a board member at GMS Holdings, Queen Rania Award for Excellence in Education. Muna has previously served on the boards of Washington based Consultative Group to Assist the Poor (CGAP), a global partnership of 34 leading organizations that seek to advance financial inclusion; The Queen Rania Teacher Academy; Greater Amman Municipality and The Royal Film Commission-Jordon. She holds a bachelor’s degree from Harvard College and an MBA from INSEAD. She lives in Amman with her husband and three children.
Mavic Austria is the President and CEO of Card Bank Inc (a microfinance-oriented rural bank and a member of Center for Agriculture and Rural Development’s Mutually Reinforcing Institutions-CARD MRI). Mavic has been with the CARD MRI for twenty-six years and was assigned in different Units like Internal Audit, Compliance, and Risk prior to this current position. Attended short courses (Advanced Management Program (AMP) and High Potential Leadership Program) at Harvard Business School which both part of the development for the bank’s succession of management. Mavic also completed Executive Masters in Business Administration (EMBA) at the Asian Institute of Management wherein a Strategic Management Project (SMP) related to Internal Control was successfully defended in April 2007. She is married with three children (two girls and one boy).
A summary of the roundtable will be posted in the blog section here.
For more information: please contact: Khrystyna Kushnir.
Repository
Weekly Member Update Summary on COVID-19 - May 25, 2020
Weekly Member Update Summary on COVID-19 - May 18, 2020
Weekly Member Update Summary on COVID-19 - May 11, 2020
Weekly Member Update Summary on COVID-19 - May 4, 2020
Weekly Member Update Summary on COVID-19 - April 27, 2020
Weekly Member Update Summary on COVID-19 - April 20, 2020
Weekly Member Update Summary on COVID-19 - April 13, 2020
Weekly Member Update Summary on COVID-19 - April 6, 2020
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de mayo 22, 2020
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2020-05-21 20:00:00
2020-05-21 20:00:00
Hackathon to Strengthen Food Supply Chains
Apply for the Ayadee Foundation's Hackathon to Strengthen Food Supply Chains!
Today, American farmers are plowing under their harvests, milk is being dumped and at the same time people are going hungry in American cities: COVID-19 has completely disrupted America’s food supply chain and new solutions are needed to fix this problem. Together, we must develop a new level of resilience for our food supply chains, in the United States and globally, dealing with both existing problems and those observed due to COVID-19.
The Ayadee Foundation, together with members of the Responsible Leaders Network of the BMW Foundation Herbert Quandt, is hosting a virtual hackathon bringing networks of technologists, food and agriculture industry experts, policy experts, scientists, engineers, and academics, to find new and innovative solutions. Will you join us in finding these solutions?
Apply at hackathon.ayadee.io.
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21
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de mayo 21, 2020
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2020-05-20 20:00:00
2020-05-20 20:00:00
Virtual Roundtable Series on COVID-19 Mitigation Efforts #9: SME Finance Businesses Thriving amid Chaos
Featuring CashDirector, F-Road, GRAB, Qlana, and Topicus
By invitation only
The world is navigating uncharted waters as the pandemic continues to disrupt people’s lives across the globe. Millions of jobs are lost as many of the MSMEs, which account for 90% of the businesses and 50% of the employment worldwide, are being affected by the COVID19 and the containment measures.
As the crisis continues, the majority of the MSMEs are proven vulnerable to the supply and demand shocks, and face survival risk over the next few months, in part due to liquidity issues. At the same time, some of the businesses seem to be doing fine, especially those in the fintech industry, by leveraging the opportunities that the crisis presents, to deliver a unique value proposition, thus thriving amid the chaos generated by COVID-19.
This week, on Thursday, May 21, 2020, at 8 a.m. EDT, executives from members CashDirector (a Poland-based fintech), F-Road (working for MSMEs in various regions of China), Grab (providing services in Singapore and neighboring Asian nations), and Topicus (a platform developer out of the Netherlands), will share their insights and actions that help them overcome the pandemic and thrive amid chaos.
About COVID-19 Virtual Roundtable Series
In times of crisis, accurate and timely information is key. Sharing knowledge and practical experience are proven forms of investment that pave the path to success. With the purpose of helping our members build their own knowledge advantage, the SME Finance Forum facilitates activities and learning opportunities with the strategic approach of collecting and disseminating the best practices, while connecting SME finance experts and practitioners within our global network.
Starting in late March, the Forum hosts weekly virtual roundtable sessions focusing on mitigation efforts used to cope with COVID-19, sharing those experiences in a continuous and real-time basis.
What you will learn
• Why some business models are thriving right now when others are struggling.
• What actions they took pre-and post-lockdowns to ensure business continuity.
• How they see the coming year for their business.
Host and Moderator
Matthew Gamser, CEO, SME Finance Forum
About the speakers
Patrycja Strzelecka is the co-founder and Chief Commercial Officer at CashDirector. CashDirector’s Digital CFO solution for SMEs helps banks provide financial management services to small businesses at an affordable price. The platform allows SMEs to save time through automated daily finance management, understand their cash-flow needs in real-time, and interact online with their bank to balance short-term deficits or get funding. At the same time, through integration with their online banking platform, banks are able to obtain valuable information crucial for better risk assessment and to offer personalised on-demand products in an automated and efficient way. Patrycja's expertise includes Fintech, finance and accounting management, outsourcing. Prior to CashDirector she was Managing Director at TMF Group and Head of Marketing at Raiffeisen Bank in Poland. Alumni of Barclays TechStars PwC Raise and DBS SuperCharger Accelerators, Patrycja understands the dynamics of scaling companies as well as partnering with banks. She graduated from the International Silesian Business School in Poland and holds an MBA from Université du Québec à Montréal.
Vitaliy Abayev is the Vice President of Shanghai Fang Fu Tong technologies Co. (F-road), responsible for financial cooperation relations and SME projects implementation in partner banks. He is a part of the core team of F-road in developing the unique digitalized IT-solution for the local Chinese banks to finance the needs of SME business in a smart way when the impact of human risk is significantly mitigated. He has 20+ years of international experience in banking and SME projects consulting in China and Eastern Europe. He used to work in the IPC GmbH-led Microfinance Projects and served in the top leading banks of Ukraine, Russia, Greece, and Sweden in Senior management positions, including branch network director and head of the retail business. Since 2015, he started his experience in managing IT & Business development projects in the Chinese market implementing the full scope of banking products for different customer segments in Retail and SME businesses.
Ankur Mehrotra is Managing Director & Head of Grab Financial Services, where he oversees the strategic direction and development of the Grab Financial Group’s financial services offering. He leads both Grab’s lending and insurance businesses as well as its expansion into additional products. He joined Grab in 2016 and held various roles before assuming his current position. Most recently, he was Managing Director, Corporate Finance of Grab, where he focused on debt and equity raising for Grab. He also led the end-to-end creation of Joint-Ventures for the Grab Financial Group. Ankur has over 16 years of experience in the finance and banking industries. He started his career at the IMF in Washington D.C. in 2002 and moved to Asia in 2008 with Standard Chartered Bank where he worked in the Origination, Structured Finance & Structured Product sales teams. In 2012, he launched his own start-up, which was based in Singapore and later expanded to Indonesia. He holds a Bachelor’s Degree in Physics from Wittenberg University, a Master’s Degree in Applied Economics from Johns Hopkins University, and a Master’s Degree in Finance from the London Business School.
Dimitry Oosthoek is the Head of Internationalization at Topicus Finance. He joined Topicus 3 years ago and is responsible for realizing the international strategy and ambitions of Topicus Finance. He is dedicated to digital innovation and contributing to Topicus’ mission to make financing more accessible, efficient, and transparent. Prior to joining Topicus he held several positions in banking, insurance, and IT. He studied economics and law at HES/Rotterdam Business School.
A summary of the roundtable will be posted in the blog section here.
For more information: please contact: Khrystyna Kushnir.
Repository
NEW: Weekly Member Update Summary on COVID-19 - May 18, 2020
Weekly Member Update Summary on COVID-19 - May 11, 2020
Weekly Member Update Summary on COVID-19 - May 4, 2020
Weekly Member Update Summary on COVID-19 - April 27, 2020
Weekly Member Update Summary on COVID-19 - April 20, 2020
Weekly Member Update Summary on COVID-19 - April 13, 2020
Weekly Member Update Summary on COVID-19 - April 6, 2020
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Virtual Roundtables
de mayo 14, 2020
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2020-05-13 20:00:00
2020-05-13 20:00:00
Virtual Roundtable Series on COVID-19 Mitigation Efforts #8: DFIs Preserving SMEs Liquidity and Solvency
By invitation only
Time after time, we hear that the role of the development finance institutions (DFIs) is critical for financial and economic development, bridging the finance and knowledge gap for the private sector in emerging markets. While DFIs usually have a positive impact on economic growth, their contribution to addressing global challenges becomes even more critical in a crisis situation, such as now, when the COVID-19 crisis has turned the world upside down. Access to working capital in times of pandemic is one of the major challenges for small businesses worldwide, but also a learning opportunity to many, which requires creative strategies and faster policy responses.
Knowledge, if not updated continuously, loses its relevance. Therefore, the SME Finance Forum's aim is to constantly provide these learning opportunities, identifying good practices, and sharing knowledge among its members, while convening thought leaders, industry practitioners, and experts of the SME finance industry. COVID-19 has created a new opportunity to better serve our network. As a response, we’ve organized weekly virtual sessions on mitigation efforts to provide the best examples of how institutions cope with COVID-19 impact.
Next Thursday, May 14, 2020, at 8:00 a.m. EDT, the Forum organizes the eighth virtual roundtable with the participation of the European Bank for Reconstruction and Development (EBRD), the Development Bank of Canada (BDC), KfW and its subsidiary DEG of Germany, the CDC Group of the United Kingdom, the Dutch Entrepreneurial Development Bank (FMO), and the International Finance Corporation (IFC). Representatives of these institutions will share their strategies, and new frameworks put in place to help mitigate the consequences of the pandemic, and how SMEs could benefit from a coordinated response among DFIs by providing better financial solutions.
What you will learn
• How COVID-19 crisis response is different from previous responses.
• Strategies, services, and products put in place to cope with the crisis.
• How to make sure that SMEs don’t get left out.
• How important coordination is among the DFI community.
Host and Moderator
Matthew Gamser, CEO, SME Finance Forum
About the speakers
Ines Rocha is the Director for Financial Products, SME Finance & Development Team at European Bank for Reconstruction and Development (EBRD). Ines currently designs advisory and investment products to SMEs. The SME F&D Group has a mandate to grow and expand the Small Business Initiative at the EBRD through an integrated toolbox of products including in new business areas that can support SMEs. Ines has circa 20 years of experience in the financial industry and in capital markets. Prior to the current role, Ines was a Senior Banker in the Financial Institutions team covering mainly structured product and capital market investments in bank and non-bank financial institutions across EBRD’s Countries of Operation. Ines joined the EBRD in 2005 integrating the Treasury department where she provided advice on structuring and pricing of derivatives/capital market transactions and local currency across all Countries of Operation. Before EBRD, Ines worked in the Equity Capital Markets division of UBS Investment Bank in London where she covered the EMEA region. Ines has also worked for the Central Bank of Portugal focusing on ECB/Eurosystem matters. A Portuguese national, Ines holds a MSc degree in Economics from the London School of Economics.
Michel Bergeron is the Chief Strategy Officer of the Business Development of Canada (BDC). Appointed in 2018, he is responsible for designing, developing and communicating BDC’s overall strategic direction and vision for the future. He leads a multidisciplinary team focusing on corporate strategy and initiatives, digital transformation, partnerships and government relations, economic and market research, and innovation. He is also in charge of the implementation of an integrated approach to develop new products and solutions across all BDC’s lines of business. Mr. Bergeron has over 20 years of private, public and parapublic experience, dealing with financial sector issues, strategic planning, digital experience, communication, branding and international trade matters. Before his current position, he was BDC’s Senior Vice President, Marketing and Public Affairs for over 5 years, overseeing branding and advertising, client experience, economic analysis, corporate communications, marketing, public and media relations, research, and digital experience. He joined BDC in 1999 and has held a variety of field and corporate positions during his career with the bank, including Senior Manager, Loans; Director, Corporate Planning; Director, Strategic and Business Solutions; and Vice President of Corporate Relations. Mr. Bergeron began his career in the federal government, where he worked in international trade negotiations for the Department of Finance. He is a board member of Futurpreneur and Jack.org and president of the marketing network of Québec. Michel is the Founding Chair of The Montreal Group, a global forum for development banks focused on micro, small and medium enterprise. Mr. Bergeron holds Law degrees from Laval University and Dalhousie University, and a Master of International Relations degree from Laval University. He also holds the Corporate Director (ICD.D) designation from the Institute of Corporate Directors.
Jessica Espinoza is the Senior Investment Manager and Global Gender Finance Lead at DEG, the German development finance institution (DFI). She has extensive experience sourcing, structuring and executing debt, mezzanine and equity deals in emerging markets with a strong focus on SMEs. She is a SteerCo member of the 2X Challenge, a DFI initiative aiming to mobilize US$ 3 Billion of private capital by 2020 to boost women’s economic empowerment and support women-led SMEs. Jessica also serves as a mentor for high-impact entrepreneurs with the international network Endeavor. Prior to joining DEG, she was a Member of the Management Board at ProCredit Bank Nicaragua and part of the Group Funding team at ProCredit Holding. She managed the Africa Regional Office of MicroFinance Transparency in Ghana and led a flagship program to promote responsible financial inclusion across Sub-Saharan Africa and South America.
Matthias Adler is the Head of Division for Infrastructure and Financial Sector in West Africa, KfW Entwicklungsbank. Matthias holds a master’s degree in Economics (University of Tübingen). For several years, he has been involved in both project and concept work as principal financial sector economist and microfinance specialist. Since 2014, he has been serving in his current position as Head of Division Infrastructure and financial Sector West Africa. Before he worked as Pro-gram Manager in the West Africa Region (1993-1998), as Sector Economist (1999-2002) and as a macroeconomist for West and East Africa from 2002 to 2006. From 2007 to 2013, he has served as focal point for KfW’s microfinance activities, and the cross-cutting issue of „respon-sible finance”. Furthermore, M. Adler is member of the Board and Chairman of the HR&Governance Committee of Advans SA SICAR, a Luxemburg based investment company with a portfolio of Microfinance Banks in Africa and Asia. The Division Infrastructure and Financial Sector West Africa has a focus, inter alia, on renew-ables energies and MSME finance. Specifically, he oversees a portfolio of two large reform partnership programs in Senegal and Côte d’Ivoire, clean energy generation projects, regional transmission lines and works on mainstreaming green finance in the West Africa region.
Wasim Tahir is the CDC Group's Financial Institutions Sector Strategist. Wasim is responsible for developing the investment and development strategy of their second largest sector by AuM. Geographic scope covers Africa and South Asia; product scope covers Equity, Debt, Guarantees and Funds. Wasim's topic expertise spans capital markets, asset management, transaction banking, retail banking, consumer finance, payments and insurance. His functional expertise includes strategy, business development, market sizing, risk, regulatory reform, and organisational design. Wasim gained his experience through roles at Credit Suisse and Lloyds Banking Group, and through 20+ projects with Oliver Wyman and Boston Consulting Group. Wasim graduated from the University of Oxford and is a CFA® charterholder.
Jeroen Harteveld is the Portfolio Manager for MASSIF, the financial inclusion fund that FMO manages on behalf of the Dutch Ministry of Foreign Affairs. MASSIF has a committed portfolio of over USD 550 million and is active in 40 different countries. Jeroen has been working at FMO for over 15 years. In this timeframe he worked as an Investment Officer in FMO’s Financial Institutions department. Prior, Jeroen worked at various other departments, including, Infrastructure, Manufacturing & Services and the Emerging Markets Fund. He is a Chartered Controller and has a master as well as an executive master in Finance & Control from Nyenrode Business University (The Netherlands). Jeroen wrote his thesis on managing distressed asset portfolios in emerging markets.
Martin Holtmann is the Manager of Digital Finance & Microfinance at IFC. Martin started in banking with Deutsche Bank in Buenos Aires. As Project Manager and Managing Director, he spent twelve years with IPC, an access to finance and bank management consulting firm. From 1995 until 2001 he was the resident Manager of the EBRD Russia Small Business Fund. Prior to joining IFC, Martin was Lead Financial Specialist at CGAP, where he managed the Technology Team and also headed the “Retail Advisory Service”. As a faculty member of the Boulder Microfinance Training Program since 1996, Martin has helped to train more than 4000 banking executives and microfinance professionals. Martin is a graduate of the L.B. Pearson UWC in Victoria, B.C., Canada, and holds Master’s degrees from Trier University (Business Economics) and Harvard University (Public Administration).
A summary of the roundtable will be posted in the blog section here.
For more information: please contact: Khrystyna Kushnir.
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2020-05-06 20:00:00
2020-05-06 20:00:00
Virtual Roundtable Series on COVID-19 Mitigation Efforts #7- Making Adjustments: Collection Strategies, Credit Scoring and Regulatory Forbearance
By invitation only
In an unprecedented effort to temporarily suspend SMEs' debt payments and avoid foreclosures, negotiations and agreements are at full speed around the world. SMEs are having a hard time adjusting and keeping business moving, while financial institutions are assessing their collection strategies and reviewing protocols to secure cash flow and minimize costs. More than ever, credit scoring models require a more thorough evaluation and adjustment. On the policy side, business continuity puts regulatory agencies under pressure to provide more clarity, thus needed flexibility to assist struggling customers affected by COVID-19 pandemic.
Sharing knowledge and experiences has always been a core service offered by the SME Finance Forum to our members. Two-thirds of the respondents of our 2019 Member Survey mentioned that they acquired new knowledge relevant to their work by participating in the Forum's learning activities. The virtual roundtable series on COVID-19 mitigation efforts offer the opportunity to learn best practices from highly respected peers, and to discuss the challenges and innovations on SME finance from financial and non-financial institutions in 190 countries of our membership network.
On Thursday, May 7, 2020, at 8:00 a.m. EDT, during the seventh virtual roundtable hosted by the SME Finance Forum, representatives of banks and credit bureaus will discuss how they are adjusting credit risk assessments and scoring of creditworthiness, respectively, due to COVID-19 emergency. The panel discussion will be joined by senior executives from Standard Chartered, which operates in 60 countries around the world, WeBank, which works with Chinese underbanked individuals and SMEs, the International Committee on Credit Reporting (ICCR), convened and chaired by the World Bank since 2007, and Experian, a global leader in consumer and business credit reporting in 37 countries. Together, they will provide insights on the measures and adjustments being put in place to alleviate the impact of COVID-19 pandemic on SME finance.
What you will learn:
First responses in collections that institutions are implementing as the situation evolves.
How institutions are adjusting scores and risks due to COVID-19 delinquencies.
What immediate measures of forbearance are put in place.
What changes are envisioned in the future, as we move from emergency to recovery.
Host and moderator
Matthew Gamser, CEO, SME Finance Forum
Opening Remarks
Alfonso Garcia Mora is the Global Director for the Finance Competitiveness and Innovation (FCI) Global Practice at the World Bank Group (WBG). He manages the FCI Global Teams related to Stability & Integrity; Financial Infrastructure, Inclusion & Access; Long Term Finance; and Crisis & Disaster Risk Management. He joined the Bank in January 2013, and since then Alfonso has led various projects in Latin America, East Asia Pacific, Middle East and Eastern Europe advising Governments, supervisors and regulators in projects related to financial sector development, access to finance, banking crisis and resolution, capital markets and financial regulation. Alfonso has participated in several Financial Sector Assessment Programs (FSAP) as mission chief and specialist. Currently he represents the WBG in different committees of the Financial Stability Board (FSB). Prior to joining the Bank, Alfonso was Partner Managing Director at Analistas Financieros Internacionales Consulting Group. Alfonso holds a PhD in Economics from Universidad Autonoma de Madrid, a Master of Finance from the Catholic University of Leuven and has also served as a visiting PhD student at Boston University. He has lectured and published extensively on banking and financial sector issues.
Speakers
Kamal Hingorani is the Global Head of Collections for Retail Banking at Standard Chartered Bank. He is based in Singapore and manages a portfolio covering 25 markets across the bank’s footprint in Asia, Africa and the Middle East. Standard Chartered Bank offers the complete suite of retail banking products covering credit cards and personal loans, mortgage and auto loans, wealth management and business banking. He has 25 years of work experience with 20 years in Retail Banking and 5 years in the Telecom industry. His retail banking experience covers Sales, Credit and Operational risk and Internal Audit. He has managed the End to end credit including Credit policy, Underwriting and Collections with experience across Frontline Country and Group leadership roles. He specializes in risk management and has worked out of India, UAE, Singapore and Kenya managing markets in Asia, Africa and the Middle East.
Tyler Aveni is the Head of International Partnerships for WeBank. Tyler leads strategic international fintech partnerships (banks and non-banks) in developing new business opportunities for WeBank. Prior to joining WeBank, Tyler was country director for SuperCharger FinTech Accelerator in Kuala Lumpur & Hong Kong, the lead China analyst for CGAP (World Bank Group) and an office manager for Planet Finance in Beijing. His former project work involved consulting B2B Fintechs, microfinance companies & online lenders on market entry and expansion strategy across APAC, as well as writing industry reports on China’s digital financial market. Tyler is fluent in Mandarin and holds degrees from Williams College.
Neil Munroe is the Deputy Chair at International Committee on Credit Reporting (ICCR), and Deputy Managing Director at BIIA. Neil has 35 years’ experience in the financial services and credit reporting industries. For over 24 years he was with Equifax where he held a number of positions in business development and operations including that of Sales Director for Equifax’s Consumer Information Services credit reporting business in the UK. For the last 12 years at Equifax he was Director responsible for External Affairs and Communications which involved extensive customer, industry body and government liaison, monitoring regulatory and other external affairs that could influence the credit reporting industry in the UK. In March 2015 Neil Munroe formed CRS Insights Limited which provides strategic and operational consulting services to all stakeholders involved in credit reporting systems, including data suppliers and users, credit reporting service providers (private credit bureau and public credit registers) and regulator/policymakers. Neil is a founding member of the International Committee on Credit Reporting (ICCR) that is hosted by the World Bank and was personally involved in the creation of the World Bank Principles of Credit Reporting, the recognised standards for the industry. He was elected Deputy Chair in November 2019. Neil was a member of the Executive Management Committee of ACCIS, the Association of Consumer Credit Information Suppliers, from 2007 to 2018, holding the position of President from 2009. He is currently Deputy Managing Director of the Business Information Industry Association (BIIA), which is registered in Hong Kong and whose membership consists of more than 70 information companies. Neil is also a member of the UK Chartered Institute of Credit Management and an advisor on consumer credit matters to the Institute’s Technical Advisory Committee.
Tony Hadley is the Senior Vice President of Public Policy for Experian. Tony leads the US domestic and global regulatory and public policy functions for the Experian group of companies. His team manages legislative and regulatory initiatives relating to data-driven marketing, data analytics, credit reporting and risk management, financial markets, health IT, and e-commerce. Tony oversees similar activities in the Americas, EMEA, and Asia Pacific. Tony communicates and aligns Experian’s position on legislative, regulatory, and policy issues with its clients and stakeholders, including multi-lateral groups, international organizations and policymakers, the US Congress, regulatory agencies, and consumer and professional groups. He represents the corporation’s interests before trade alliances including the Association of National Advertisers, Consumer Data Industry Association, the U.S. Chamber of Commerce, the American Financial Services Association, and Consumer Bankers Association. He aligns policy with several international organizations, including the Trans-Atlantic Business Council; the US-Brazil Business Council; the US-India Business Council, and the US-ASEAN Business Alliance.
Valeria Salomao Garcia is a Senior Financial Sector Specialist at the World Bank. With over 25 years of experience in banking, her areas of expertise include banking supervision, risk management, and financial analysis. Since joining the World Bank in 2010, she has been actively participating in assessments as well as delivering technical assistance worldwide. Prior to joining the World Bank she worked for several years for the Central Bank of Brazil. Ms. Salomao Garcia’s professional experience also includes serving as Director at Fitch Ratings, acting as a lead analyst for large banks operating in Brazil, and a committee member for banks worldwide. Prior key responsibilities in the private sector also include serving as a Risk Management senior official at a large private bank in Brazil, leading the credit risk and capital allocation units.
A summary of the roundtable will be posted in the blog section here.
For more information: please contact: Khrystyna Kushnir.
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