Conference 
Morning - Room A
09:00 – Opening Remarks - Chairman: Hugh Wheelan, Editor and co-founder, Responsible Investor
EXCHANGE-TRADED FUNDS - ETFs
09:15 – ETFs: Widening your investments at low cost
Valérie Baudson, Managing Director, CASAM ETF
09:45 – ETCs and ETFs in a fast paced market environment
- Industry Outlook
- Understanding ETF trading and Liquidity
- Trends and Innovations
- Finding the Right Index & Different ways of index replication within an ETF
- Common Misunderstandings about ETFs
- Portfolio Construction
Patrick Witteveen, Head of Switzerland, ETF Securities
10:15 – ETF PANEL DISCUSSION - Funds vs. ETFs in Portfolio Construction
- What are the key advantages of ETFs and limitation over traditional open-ended funds?
- What are the limitations of ETFs?
- Can you construct a client’s portfolio only using ETFs?
Panellists:
Chairman: Michael John Lytle, Director of Marketing, Source
Philipp Lang, Head of Public Distribution, Commerzbank AG
Patrick Witteveen, Head of Switzerland, ETF Securities
Olivier Paquier, Product Specialist, CASAM ETF
Armelle Loeb-Darcagne, Business Development Officer, iShares Switzerland, BlackRock
11:15 – SRI Opportunities in Vietnam
- Introduction to VietNam Holding
- Investment case Vietnam
- SRI in Vietnam
- Outlook
Jean-Christophe Ganz, Director, Vietnam Holding Asset Management
11:45 – Microfinance Investing – A “different” asset class with a double bottom line
- What is Microfinance
- How to invest in Microfinance
- How is Microfinance weathering the crisis
- Latest and future developments
Jean-Pierre Klumpp, CEO, BlueOrchard Finance S.A.
12:00 – SRI PANEL DISCUSSION - What should be the share of SRI funds in an ideal HNWI portfolio?
Panellists:
Chairman: Jean Laville, Chairman, Deputy Managing Director, Ethos - Swiss Foundation for Sustainable Development
Hugh Wheelan, Editor and co-founder, Responsible Investor
Jean-Christophe Ganz, Director, Vietnam Holding Asset Management
Edmond Schaff, Head of SRI Research, Altedia Investment Consulting
Jean-Pierre Klumpp, CEO, BlueOrchard Finance S.A.
Topics Include:
- Identifying new investment opportunities driven by global sustainability challenges
- Empowering investors to make choices about how, and where to invest
- Microfinance
- SRI investment vehicles: Funds, Bonds, structured products and ETFs
- SRI indexes
Afternoon - Room A
14:00 – Opening Remarks - Chairman: Brad Berman, President, LISCR LLC
GOLD
14:15 – Gold Market Fundamentals
Rozanna Wozniak, Investment Research Manager, World Gold Council
14:45 – The Future of Gold, the Dollar & the Euro
- Gold has now hurdled above $1,000 and is beginning the next stage of its decade-long bull market.
- Gold has risen at double-digit rates on average against all of the world's major currencies for the past eight years, making gold one of the world's best performing asset classes this decade.
- Nevertheless, relatively few people have been paying attention to gold, but that is now changing. By hurdling above $1,000 everyone everywhere is receiving a wake-up call that inflation and other monetary problems are worsening, which is of course the reason gold is rising.
- The dollar is no longer as good as gold, and the euro was never as good as gold.
James Turk, Founder and Chairman, GoldMoney
15:15 – GOLD PANEL DISCUSSION - Do asset managers give their HNW clients sufficient exposure to Gold and how to construct a Gold portfolio?
Of all the precious metals, gold is the most popular as an investment. Investors generally buy gold as a hedge or safe haven against any economic, political, social or currency-based crises. These crises include investment market declines, currency failure, inflation, war and social unrest.The gold stream looks the economics of gold and the various ways to invest in it.
Panellists:
Chairman: John Mulligan, Investment Marketing Manager, World Gold Council
Erich Meier, Commodity & Gold expert, Fund manager, Zürcher Kantonalbank
James Turk, Founder and Chairman, GoldMoney
Patrick Witteveen, Head of Switzerland, ETF Securities
Rozanna Wozniak, Investment Research Manager, World Gold Council
INVESTMENTS IDEAS & OPPORTUNITIES
16:15 – Safe Investments in Emerging Businesses Through U.S. Government Designated Company
- Overview of United States’s EB5 Immigration through Investment Program.
- Investment Opportunities: collateral, interest, and return on investment.
- Opportunities for companies and executives to relocate/open new offices in the Chicago area, and take advantage of U.S. Immigration laws.
Taher Kameli, Executive Director, Chicagoland Foreign Investment Group
16:45 – Uncorrelated Longevity Assets
- Overview of Senior Life Settlements
- Growth of Senior Life Settlement Market
- Strength of Senior Life Settlement Market
- Portfolio Administration Advisory
- Application Platform
- Portfolio Sizing and Availability
Thomas Owens, Managing Director, Select Transactional Services
17:15 – Privacy vs Transparency: What is the Role of the Private Banker and the Independent Asset Manager - PANEL DISCUSSION
Chairman: Jacques Leuba, Head of Wealth Intermediaries, Banque Heritage
Todd Douglas Hall, Partner, Teeple Hall, LLP
B. Roland Freasier, Of Counsel to Teeple Hall, LLP
Gregory M. Garrison, Of Counsel to Teeple Hall, LLP
18:15 – Cocktail Reception
