4th International Summit29-30 of September, London

400+ delegates

30+ countries

NPL Europe 2016autuMn conFerence

Media Partners & Supporters

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Associate SponsorsStandard Sponsor

Premium Sponsor Block Sponsors

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NPL Europe 2016autuMn conFerence

” Following on from the outstanding success of this event in spring this year, we now bring you the FOURTH edition of the NPL Europe summit, once again bringing together key Originators, Investors, Servicers, Regulators and Financiers from all over Europe to the centre of London.

FIve ReaSONS tO jOIN

Let me thank the whole SmithNovak team for the very professional organisation of this conference. I was very impressed by the agenda,

quality of speakers and number of attendees.Roman Mocik, Director, FMS, Germany

Alessandro GattojP Morgan

Jose BrenaUniCredit

Tavis CannellGoldman Sachs

Iñigo Velázquez PradoBankia

Zachary Lewyarrow Global

Justin SulgeranaCap

SOMe INItIaL SPeakeRS CONFIRMed INCLUde

tHe BIGGeSt RaNGe OF PROFeSSIONaLS IN tHe MaRket including Distressed Fund Managers, Board Members of major Banks & Bad Banks, Regulators, Debt Purchasers, Servicers, Advisors and Investment Banks

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IN-dePtH FOCUS ON keY COUNtRIeS including; Italy, Spain, Greece, UK, Netherlands, Slovenia, Poland, Romania, and more

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a CaReFULLY deSIGNed PROGRaMMe featuring the most current and pressing topics building on four years of quality research including continual discussions with leading market players

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a tRULY eUROPeaN eveNt featuring companies and individuals from more than 30 countries

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a PROGRaMMe deSIGNed FOR NetWORkING featuring frequent long breaks and an online delegate meetings scheduler

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NPL Europe 2016autuMn conFerence

INCLUdeS a SPeCIaL FOCUS ON eaCH OF tHe FOLLOWING COUNtRIeS!

SOMe COMPaNIeS PaRtICIPatING

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NPL Europe 2016autuMn conFerence

daY 1 29th September 2016

08.15 ReGIStRatION & ReFReSHMeNtS

09.00 keYNOte: BRexIt aNd ItS IMPaCt ON tHe eUROPeaN BaNkING SeCtOR

BLOCk 1 BUY-SIde PeRSPeCtIve

09.15 Buy-side PanelWhat impact will the Atlas Fund have in Italy?•What are the pros & cons of acquiring a Servicer or forming a partnership?•How can the sales process be standardised to improve efficiency?•How will new Bankruptcy & Restructuring Legislation in Poland, Serbia, Romania, Croatia, etc •impact the appetite for NPLs in these countries?

10.00 One-hOur netwOrking COffee

BLOCk 2 FOCUS ON COUNtRIeS

ItaLYroom 1

NetHeRLaNdSroom 2

Uk & IReLaNdroom 3

11:00 aSSeSSING tHe qUaLItY OF tHe NPL StOCk IN ItaLY

11:00 PROPeRtIze: keY LeSSONS LeaRNed FROM PROjeCt SWaN

11:00 aN UPdate ON tHe Uk NPL MaRket

11:15 PaNeL dISCUSSIONEUR 360 billion of bad debt: •what can it realistically accomplish?How has the EU’s guarantee •on senior tranches of NPL securitisations impacted the NPL stock? Has it made a difference?

11:15 PaNeL dISCUSSIONWhat are the drivers for larger •Loan Portfolio sales in the Netherlands in 2016-17?How will the oversupply of larger •office space affect the demand for CRE portfolios?Will there be a Dutch AQR and •if so, what will it uncover?

11:15 PaNeL dISCUSSIONThe ECB sees Ireland as a •good example of how to deleverage NPLs. What lessons can be learned from the Irish experience?What will be the effect of more •granular, specialised portfolios coming to the market?

12.00 ROOM CHaNGe & COFFee

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NPL Europe 2016autuMn conFerence

PROGRaMMe at a GLaNCe

BLOCk 3 StRateGIeS & PROCeSSeS

deLeveRaGING & BaNk ReStRUCtURING

room 1

MaNaGING tHe BId PROCeSS

room 2

MaNaGING data qUaLItY

room 3

12:15 exaMINING BaNk BUSINeSS MOdeLS: HOW & WHY tO ReStRUCtURe

12:15 Best-PraCtiCe Bid MaNaGeMeNt: PRaCtICaL tIPS & GUIdeLINeS

12:15 HOW tO MaNaGe aN eFFICIeNt & SaFe data ROOM

12:30 PaNeL dISCUSSIONWhat is the key to a successful •deleveraging strategy? What are the exit options?Should the ECB start buying •NPLs? Can Quantitative Easing work?•

12:30 PaNeL dISCUSSION What criteria should Banks set for •the selection of Investors?How can Data Quality be •improved?What Servicing capacity should •Investors demonstrate and how can customers best be protected?

12:30 PaNeL dISCUSSIONWhat immediate steps can •Banks take to improve Data quality and how often is the quality of data a major impediment to deals?What technology resources •are available to improve data quality and security?

13.10 NetWORkING LUNCH

BLOCk 4 FOCUS ON COUNtRIeSGReeCe

room 1

POLaNd & HUNGaRYroom 2

SLOveNIaroom 3

Sponsored by

14:15 tHe NPL StOCk IN GReeCe: keY OPPORtUNItIeS, OBStaCLeS & CHaLLeNGeS

14:15 FOCUS ON NeW ReStRUCtURING LeGISLatION IN POLaNd

14:15 CaSe StUdY: tHe dUtB exPeRIeNCe

14:30 PaNeL dISCUSSIONLaws prevent Bad Loans from •being sold in Greece. What are the pros & cons of packaging for specialist firms and contract fees?Rights to management Servicing •deals: will this trend continue in Greece?What progress has been made •on the recapitalisation of the banks in Greece?

14:30 PaNeL dISCUSSIONWill Poland form an AMA?•Asset types, volumes, prices: what •types of deals are happening in Poland?Can we expect to see more •acquisitions and consolidations in the Polish Servicing market?How will Banks, Investors & •Servicers benefit from new Restructuring legislation in Poland?

14:30 PaNeL dISCUSSIONHow are the Banks working with •DUTB to deleverage?How much NPL stock is there •still on the books of Slovenian banks and how and when will this be off-loaded?What are the legal and •regulatory obstacles to investment in Slovenia?Asset types, volumes, margins: •what types of deals are being struck?

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NPL Europe 2016autuMn conFerencedaY 1 29th September 2016

15.15 NetWORkING COFFee

BLOCk 5 FOCUS ON aSSet tYPeS

CORPORate & SMeroom 1

ReSIdeNtIaL & CReroom 2

UNSeCURedroom 3

15:45 tHe SMe MaRket IN ItaLY: vOLUMeS, ReGIONS & keY OBStaCLeS tO INveStMeNt

15:45 extRaCtING vaLUe FROM ReSIdeNtIaL PORtFOLIOS

15:45 PURCHaSING UNSeCURed PORtFOLIOS IN POLaNd/Cee

16:00 PaNeL dISCUSSIONWhere are the pools of •Corporate & SME stock around Europe and how successful is Restructuring & Workout activity in these markets?What are the pros & cons of •write-off vs debt sales?

16:00 PaNeL dISCUSSIONResi/CRE in CEE: what are the key •obstacles for Investors and does a sophisticated Servicing platform exist?RE Servicing in Spain, Italy, •Portugal, CEE: how do they compare?

16:00 PaNeL dISCUSSIONWhat are the key challenges to •buying unsecured portfolios?How is technology playing an •increasing role in servicing unsecured portfolios?How easy is it to find local DCAs •to manage Servicing?

16.45 ROOM CHaNGe & COFFee

BLOCk 6 SeLL-SIde PeRSPeCtIve

17.00 keYNOte: tHe eUROPeaN NPL MaRket IN NUMBeRS

17.15 sell-side PanelHow important is it for Buyers/Servicers to demonstrate they have a reputation for treating •customers fairly and what guarantees can be enforced?In what instances will banks sell their servicing departments as part of the transaction?•What are the biggest obstacles to deleveraging and how can the sales process be made more efficient?•Where in the deleveraging process are banks weakest? Resources? Skills? Know-how? Processes? •Expectations? How can Loan Book data quality be improved?

18.00 eNd OF daY 1 & COCktaILS

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NPL Europe 2016autuMn conFerencedaY 1 29th September 2016

BLOCk 7 deBt PURCHaSeRS’ PeRSPeCtIve

09.00 evaLUatING SeCURed & UNSeCURed NPLS

09.15 COMPaRING BaNkRUPtCY PROCedUReS aROUNd eUROPe

09.30 deBt PURCHaSeRS’ PaNeLPrices & margins: where are the biggest returns to be made?•How can the Sales process be made more efficient?•Can we expect to see further consolidation in the marketplace?•What are the biggest obstacles to investment?•

10.15 NetWORkING COFFee

BLOCk 8 SeRvICING

SeRvICING IN ItaLYroom 1

SeRvICING IN Ceeroom 2

SeRvICING IN tHe Ukroom 3

Sponsored by

11:00 tHe ROLe OF tHe SeRvICeR: extRaCtING MaxIMUM vaLUe FROM NPL PORtFOLIOS IN LeSS tHaN a Week

11:00 CaSe StUdY: SeRvICING a RetaIL PORtFOLIO IN ROMaNIa

11:00 CaSe StUdY: ReStRUCtURING CORPORate deBt IN tHe Uk

11:15 PaNeL dISCUSSIONHow have Italian Servicers •adapted to the demands of international Investors?How are Servicers incorporating •new technologies in order to improve efficiencies?Eur 360 billion of Debt: Is there •enough capacity in the Italian Servicing market?

11:15 PaNeL dISCUSSIONHow will new Restructuring & •Bankruptcy legislation in Poland, Romania & Serbia impact Servicing capabilities?How can Unsecured Servicers •enter the Secured market place?Is there adequate Servicing •capability in the region and if not, where are the gaps?

11:15 PaNeL dISCUSSIONThe UK Servicing market is •often referred to as ‘strong’ and ‘advanced’. Why? What differentiates it from other markets?How have investors benefited •from UK Schemes of Arrangement?

12.00 ROOM CHaNGe & COFFee

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NPL Europe 2016autuMn conFerencedaY 2 30th September 2016

BLOCk 9 FOCUS ON COUNtRIeS

SPaIN & PORtUGaLroom 1

ROMaNIa & BULGaRIaroom 2

CROatIa & SeRBIaroom 3

12:15 a RevIeW OF SPaNISH INSOLveNCY LaW: tHe ROLe OF tHe ReCeIveR

12:15 LeGaL & ReGULatORY CHaLLeNGeS IN ROMaNIa

12:15 FOCUS ON NeW BaNkRUPtCY LeGISLatION IN SeRBIa

12:30 PaNeL dISCUSSIONHow have CRE Investors •reacted to changes in Spanish Insolvency law?How will a wave of M&A activity •amongst financial institutions impact the market for NPLs?Have new accounting rules •affected the market?How have local companies •adjusted their service offering to the requirements of global Investors?

12:30 PaNeL dISCUSSIONWhat are the key drivers for banks •in Romania to off-load their NPLs?Will recent deals including Tokyo •and Rosemary help restore confidence after the failures of Neptune, Donau & Ariadne? Is 2016-17 now ripe for massive sell-offs?How big is the NPL stock in •Romania & Bulgaria, and what type of assets are available?

12:30 PaNeL dISCUSSIONHow has the Serbian governments •‘Strategy for the resolution of non-performing loans‘ facilitated NPL deleveraging in Serbia?How can the workout process for •Corporate loans be reduced in Serbia?

What has the Croatian market •learned from Projects Janica & Dinara?The NPL pool: opportunities, asset •types, volumes, prices, margins

13.15 LUNCH

BLOCk 10 a US PeRSPeCtIve

14.15 aN OveRvIeW OF tHe GLOBaL NPL MaRket

14.30 US PaNeLIs it possible to transfer US Servicing knowledge to local European partners? Are they willing to •incorporate new practices & what are the challenges? Is it possible to standardize the Sales process and what are the benefits of doing so?•What new strategies can US Investors and Servicers bring to the market in 2017?•What attributes do the panellists look for when acquiring local Servicing partners?•

15.15 eNd OF daY aNd eNd OF CONFeReNCe

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NPL Europe 2016autuMn conFerencedaY 2 30th September 2016

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NPL Europe 2016autuMn conFerence

If you would like to get involved in any of the 20+ panels, give a short presentation or become a Sponsor, please contact us as EARLY as possible whilst there are still places available.

WHY BeCOMe a SPONSOR

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“ ”Terrific conference, very well organised with excellent topics and amazing panelists. I was very happy to see so many investors

among the many attendees.denise R. Hamer, Partner, dLa Piper - MAIN PARTNER, NPL 2015

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NPL Europe 2016autuMn conFerence

Standard entrance: £ 1599 GBP + VAT

ReGIStRatION

Register online atwww.smithnovak.com/NPL +420 222 560 113contact@smithnovak.com

weB-Based netwOrking aPP

To send messages and arrange meetings with other delegates, we have developed a web-based Networking App specifically for this event. Simply search through the list of companies, find key individuals and start arranging meetings with new clients!

Find individuals and send & receive meeting requests. Build your own schedule of meetings.

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