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Conference Documentation: International Offsets 2007

Published by: SMI Publishing, Ltd

Published: Mar. 21, 2007


Table of Contents


Day 1


9.00 Chairman's Opening Remarks

Lindsey Shanson, Editor, Countertrade and Offset.




9.10 THE AL YAMAMAH ECONOMIC OFFSET PROGRAMME IN SAUDI ARABIA

British Offset office and our aim

Why is the programme in place?

What is it's scope?

Saudi investment incentives

What BOO can offer


Tony Smith, Head, British Offset Office.




9.50 KUWAIT OFFSET PROGRAMME - NEW GUIDELINES & NEW VISION



Kuwait Offset Program - New Guidelines & New Vision

Reactivation of Offset Program with new vision

Establishment of National Offset Company, its primary objectives

New Offset policy favours sustainable alliances & Partnerships with Obligors

New offset guidelines, more comprehensible and transparent

Future targets and objects

Mazen Madooh, General Manager, National Offset Company , Ministry of Finance, Kuwait.




10.30 Morning Coffee




11.00 THE ART OF THE DEAL

A re-evaluation of the South African defence offset programme


Counter trade and defence offsets in South Africa

A new departure: negotiating the SDP (Strategic Defence Programme)

The implementation of the SDP

The national and regional economic impact of the SDP

The political economy of the deal

Implications for future policy




Richard Haines, Professor , University of Port Elizabeth.




11.40 What Affect the New Democratic Congress will have on Offsets and other Defense Trade Policy

William Hawkins, Senior Fellow in National Security Studies, Business and Industry Council.




12.20 Networking Lunch




1.50 MALAYSIA: OFFSET POLICIES, WHERE ARE WE NOW?

The history of the offset policy in Malaysia

More recent policy

Current policy

Where we see the policy focusing 2007 and beyond?

Will other countries policies influence the Malaysian policy?


Stanley White, President, S H White & Associates Inc.




2.30 THE VALUE FOR MONEY LINK IN OFFSET AND PUBLIC PRIVATE PARTNERSHIP

The value for money commonality in offset and PPP

Analysing a PPP project with Offset embedded

What are and how can the objective in offset and PPP be served?

A caveats on appraising value for money

David Hew, Team Leader, APCA.




3.10 Afternoon Tea




3.30 DEFENCE OFFSET POLICIES WITHIN THE EU AND ARTICLE 296 EC: ARE THEY COMPATIBLE?

The potential grounds for exempting production and trade in "defence" materials from the internal market rules


What is the real scope of Article 296 EC?

Is it applicable on offset policies in the context of defence procurement?

Presentation and analysis of the European Commission's interpretative Communication on Article 296 EC. Has anything changed?

Presentation and analysis of the relevant case law of the European Court of Justice

What is the interplay between the Code of Conduct for Defence Procurement, Article 296 EC and defence offsets policies?

Future developmetns in the field


Aris Georgopoulos, Lecturer in European and Public Law - Advocate , University of Nottingham, School of Law.




4.20 LATEST DEVELOPMENTS TO THE OFFSET AGENDA IN SWITZERLAND

Current Swiss offset initiatives


Ongoing offset programmes at present

Past agenda

Challenges faced

Future opportunities


Alexander Hubler, Attorney-at-Law, LL.M., Armasuisse.




5.00 TURKISH INDUSTRIAL PARTICIPATION-OFFSET POLICY

Huseyin Avsar, Expert, Offset and Local Content, Undersecretariat for Defense Industries (SSM), Ministry of National Defence Industries.




5.40 Chairman's Closing Remarks and Close of Day One




Day 2

8.30 Registration & Coffee




9.00 Chairman's Opening Remarks

Lindsey Shanson, Editor, Countertrade and Offset.




9.10 OFFSETS ON THE NEW FRONTIER OF NATO

Prospects and problems in the emerging Balkans -


- An enterpreneur's view


Prospects and problems in offset policies:

Slovenia

Croatia

Central Europe's Slovenian and Croatian offset policies - models for the rest of the Balkans

State of play in the former Yugoslavia

What does the future hold?


James Barkas, Director, Business Network International.




9.40 OFFSET IN ESTONIA

General information about Estonia and the history of introducing offsets

Main terms and conditions of offsets

Forms and categories

Estonian industry - opportunities for obligors

Administration and players in offset

Recent developments and the future



Ele Merike Partel, Expert, Ministry of Economic Affairs and Communications of Estonia.




10.20 OFFSET AND INDUSTRY RE-ALLOCATION IN THE GLOBAL E-BUSINESS WORLD

Impact of e-business for Offsets and Industry Re-allocation

Creating and implementing comprehensive Offset programmes using e-business solutions

Identifying and maintaining successful industrial co-operations globally

How to access international Offsets intelligence, rules and regulations via the internet



Apostolos Talamagas, Director of Offsets, Epicos.




11.00 Morning Coffee




11.40 SUCCESSFUL OFFSET PACKAGES

Financing and sourcing an offset package


The financial perspective

Constructing a competitive package

Sourcing finances

Offset negotiation tools


Pieter Taal, Advisor, Commissariat for Military Production.




12.20 THE ROLE OF OFFSETS IN MARKETING AND BUSINESS DEVELOPMENT

Roger Bulgin, Managing Director, Offsets 2000 Limited.




12.40 Chairman’s Closing Remarks




12.45 Networking Lunch, followed by Close of Conference

Abstract

An increasingly important facet of the international arms trade are offsets, which obligate the arms seller to reinvest arms sales proceeds in the purchasing country.

Through promoting industrial activity, countertrade offers significant benefits to both developed and developing countries alike.

Building on the success of the past year’s events, this year’s conference will include the latest developments both in terms of ongoing transactions and potential new markets presented by the creation of new national Industrial co-operation/Offset Directorates across the world. The conference will also offer guidance on managing the industrial as well as the economic aspects of these obligations and examine the alternatives.

Key speakers so far include:
  • Tony Smith, Head, British Offset Office
  • Ele Merike Partel, Expert, Economic Development Department, Ministry of Economic Affairs and Communications, Estonia
  • Lindsey Shanson, Editor, Countertrade & Offset
  • David Hew, Leader, Team APCA (Asia Pacific Countertrade Association)
  • James Barkas, Managing Director, BNI Group
  • Mazen Madooh, General Manager, National Offset Company*
  • Alexander Hubler, Attorney at Law LLM, Arma Suisse, Switzerland
  • Pieter Taal, Deputy Commissioner for Military
Production, Ministry of Economic Affairs, Netherlands Topics discussed will include:
  • Offsets, industrial co-operation and countertrade in developing and emerging economies
  • Government policy objectives
  • The economic aspects of defence offsets
  • Strategies for managing offset obligations
  • Industrial co-operation in Canada, South Africa, the Middle East and CEE
  • The value for money links in offsets and Public-Private Partnerships
  • Examining counter trade alternatives


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