Hanoi, 08 January 2018

Invitation to Vietnam Investment Professionals Forum 2018

Vinpearl Nha Trang, 26 – 28 January 2018

Dear Colleagues,

Vietnam Investment Professionals Forum is an initiative that mobilizes investment analysts/professionals

with the goal of bringing together Vietnam financial market participants and policy makers. It presents a
unique opportunity for investment professionals network and discuss ideas and investment views.

The event this year will take place at Vinpearl Nha Trang from 26 – 28 January 2018. In addition to
discussing formally establishing this novel forum and association later for Vietnam investment
professionals, this year’s event will explore key investment themes and ideas for 2018 and beyond.
Dragon Capital and MB Securities are honored to host this year’s event, with accommodation and venues
sponsored by Vinpearl Nha Trang. Enclosed is the detailed schedule.

It is our pleasure to invite you to attend this event and we are grateful if you complete your registration
by 16 January 2018.

Registration fee is VND 2,000,000 per person. The payment should be made to:

A/C name: Cong ty CP Chung khoan MB

A/C no.: 0091100003002 at Ngan hang MB – So GD

(For ease of reconciliation, please indicate your name, group name, number of participants and
“VIPF 2018” in the payment order).

We look forward to receiving your full participation.

Thank you and best regards,

Co-organizers
Dragon Capital and MBS

Contact:

Ms.
Mobile: (+84) 0982290794
Tel: +84 4 3726 2600 - Máy lẻ 2213 Fax: +84 4 3726 2601
Email: bich.nguyenthingoc@mbs.com.vn
All costs related to transportation will be borne by registrants/their companies.

Who should participate?

 Head of research
 Investment manager
 Portfolio manager
 Investment analyst

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 Vietnam Investment Professionals Forum 2018 (VIPF)
- Tentative Schedule
Date/time Content Participants (tentative)

Day 1 (Jan 26, 2018)

Morning Travel to Vinpearl Nha Trang

13.30 – Opening remarks  i

13.45

13.45 – Topic 1: Vietnam macro outlook 2018 Moderator: Mr. Lê Anh g

15.15 This session will discuss tailwinds as well as challenges Capital)
confronting Vietnam Macro in 2018 including global and  Mr. h h h (Fullbright)
domestic factors. The expert panel will consider macro  Mr. g h
issues that affect significantly Vietnam stock market.  Mr. i h (VFM)
 Short presentation  Mr. g Institute of Policy
 Panel discussion and Development, MPI)

15.15 -
Networking break
15.30
15.30 – Topic 2: Market policy Moderator: i
16.30  Mr. V B ng, Former Chairman of SSC,
Member of Prime Minister’s of Economic
Consulting Team
 Ms. Lê h
 ươ g ươ g (Vinacapital)
 s h g (SSIAM)
 h i Giang (HSC)

16.30 – Topic 3: Key investment themes 2018 Moderator: M h h i

18.00 Panelists will explore investment ideas for 2018 and share  g h i ss i g
their views on investment key themes and explain why  h ư g
both global and domestic factors present an attractive  i
opportunity for investors interested in Vietnam market.
 Short presentation
 Panel discussion
Dinner

Day 2 (Jan 27, 2018)

8:30 – 9:30 Q&A with Vingroup

9.30 – Topic 4: Consumer (staple & discretionary) Moderator: g h

10.30 Always a hot sector but hard to invest as there are not  s g Liên (Maybank Kim Eng
many high quality stocks to consider. A discussion Securities)
be wee “w s ee ” fessi s d “m i s ee ”  s g h ươ g
players will help explore more opportunity in the sector.  Ms. ươ g

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10.30 – Networking break
10.45
10.45 – Topic 5: Sector focus: Banking Moderator: s i h Trang (HSC)
12.00  g g
 s g h h Giang (SSI)
 s g h i

Lunch

Stock pitch Facilitator: h g Long (BSC) &

h m hi Quang (MBS)
Panelists: Analysts from buy-side and
sell-side firms (TBA)
13.30 – Topic 5: Stock pitch 1  VCSC
14.15

14:15- Topic 5: Stock pitch 2  VCBS

15:00

15.00 – Networking break

15.15
15.15 - Topic 5: Stock pitch 3  SSI
16.00

16:00- Topic 5: Stock pitch 4  BSC

16.45

18.30 – Gala dinner

22.00

Day 3 (Jan 28, 2018, morning only)

 Free activities
 Check-out

The above list of panelists is tentative as we wait to receive confirmation from proposed invited speakers.

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Tentative list of companies attending
 MB Securities  Dragon Capital
 SaiGon Securities  MB Capital
 Vietcapital Securities  VinaCapital
 Ho Chi Minh City Securities  APS
 VnDirect Securities  SGI Capital
 Vietcombank Securities  Kingsmead
 Bao Viet Securities  Vietnam Holding Asset Management
 Maybank Kim Eng Securities  SCIC
 BIDV Securities  PVI Asset Management
 FPT Securities  SSI Asset Management
 KIS Vietnam Securities  Viet Fund Management
 ACB Securities  Indochina Capital
 Rong Viet Securities  Eastspring
 KITMC
 PYN
 Saigon Asset Management