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London Spring Conference
Critical Forces Driving Risks and Returns in Latin America, Turkey and Russia

Hotel Renaissance
The Dorchester Hotel, London
Thursday, April 29, 2004

LatinSource/Eurosource Speakers:

Murillo Aragão
Fritz Du Bois
Juan Carlos Echeverry
Andrei Klepach
Guillermo Mondino
Vyacheslav Nikonov
Affonso Celso Pastore
Murat Ucer
Atilla Yesilada
9:00 - 9:30 am Registration
9:00 - 9:15 am Welcome Comments:

Ann Schroeder
President LatinSource / EuroSource

Lord Brennan QC
Vice President - Canning House
9:45 - 10:15 am Emerging Markets Overview Global
Perspectives and Strategy
Kaushik Rudra  Lehman Brothers
David LubinHSBC Bank plc
10:15 - 11:00 am PANEL I:
Turkey Growth and Economic Perspectives
Murat Ucer  -  EuroSource
AKP's Political Challenges
Atilla Yesilada  -  EuroSource
Opportunities and Risks
Tolga Ediz   -  Lehman Bros.
Q&A
2:45 - 3:45 pm Coffee Break
11:15 - 12:15 pm PANEL II:
Russia Perspectives and Challenges
Andrei Klepach   -  EuroSource
Where is Russia Headed?
Vyacheslav Nikonov   -  EuroSource
The Russian Credit Strategy
Peter Botoucharov  -  Commerzbank
Q&A
12:30 - 1:15 pm Lunch
1:15 - 1:45 pm Keynote Speaker: Sir Howard J. Davies
Director - London School of Economics
1:45 - 2:30 pm PANEL III:
Brazil Growth Prospects and Life Outside the Bubble:
Affonso Celso Pastore  -  LatinSource
Political Developments and 2H Scenarios
Murillo de Aragao  -  LatinSource
Q&A
2:45 - 3:45 pm Coffee Break
1:45 - 2:30 pm PANEL IV: Andean Region
Colombia Growth Prospects, Energy Risk
Juan Carlos Echeverry  -  LatinSource
Peru Economic Challenges and the Road to 2006
Fritz Du Bois  -  LatinSource
3:45 - 4:15 pm PANEL V:
Argentina Future Growth and Debt Restructuring Dilemma
Guillermo Mondino   -  LatinSource
Q&A
4:15 - 4:30 pm Closing Comments
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