Morning - Room B
09:00 – Opening Remarks - Chairman: Farooq Jaffrey, Founder & CEO, Traccr
09:15 – S&P’s 2010 European Equity Market Outlook
- What is the outlook for inflation into 2010-2011?
- What are the prospects for the global recovery and how does Europe stand in relation to the US?
- How will emerging economies fare and how are European corporates positioned? Close
- Should equities be the asset class of choice in 2010?
Yannick Mathieu, Director of European Research Operations, Standard & Poor's
09:45 – Sustainable Structured Products - Growing opportunities for investing in Sustainability through Structured Products Eddie Villiers, Head of Sales, Rabobank International
- Combining your personal values with your investment strategy
- Rapid growth in sustainable thematic investment
- Direct investment vs Structured Products
- Case study
- CDS bond basis
- Dislocation creating wide negative basis
- Exploiting bond basis
- CDS bond basis strategies
Farooq Jaffrey, Founder & CEO, Traccr
10:45 – Individual Portfolio Therapy: Make Patrimonial Management Truly Personal
- Investors demand a proper and rigorous profiling
- Beyond the notion of aggressive – defensive portfolios
- Strategic Risk-Return allocation: a new paradigm for wealth management
- How to combine large-scale asset management with individualized investor advice
Georges Hübner, Founder and Chief Scientific Officer, Gambit Financial Solutions
11:15 – FX – Evolution of Execution
- From Voice to ECN
- Single Bank Platforms vs Multi Bank platforms
- Aggregation Systems – Pro’s and Cons
- Order Management systems
- The Future?
John Miles, Managing Director, Squared Financial Services Limited
Larry McInerney, Senior FX Sales, Squared Financial Services Limited
11:45 – FX for Asset Managers - Hedging. Position Management and Speculation - PANEL DISCUSSION
Panellists:
Chairman: Larry McInerney, Senior FX Sales, Squared Financial Services Limited
Bruno Estier, Bruno Estier Strategic Technicals, Vice-President of Swiss Association of Market Technicians
Mark Spaelti, Vice President, Dukascopy (Suisse) SA
Afternoon - Room B
14:30 – Opening Remarks - Chairman: Gerard Sanz, Senior Relationship Manager, Man Investments
HEDGE FUNDS
14:45 – Success Factors for Hedge Fund Investing
- People: Depth & Experience
- Infrastructure: Risk Management, Structuring & Systems
- Investment Process: Discipline & Governance
- Managed Accounts: Liquidity, Control & Transparency
- Performance: adding value through Allocation, Selection and Portfolio Construction
Serge Cadelli, Chief Operating Officer and Head of Product Strategy, Operations and Client Services, Man Investments
15:15 – Taxation of Hedge Fund Managers in Switzerland- The Swiss ambition, what’s at stake and missed opportunities
- Tax planning and optimization for Swiss resident hedge fund managers
- Effective management of hedge funds and of other off-shore entities : how to limit the tax risks ?
- Practice of the Swiss tax authorities
- Some regulatory aspects (FINMA)
Thierry Boitelle, Tax Partner, Altenburger Ltd legal + tax
15:45 – HEDGE FUNDS PANEL DISCUSSION - UCITS Hedge Funds: What is the Investors’ Demand? Can Most Strategies Adapt to the UCITS Model?
Panellists:
Oliver Kelton, Fund Manager, Pepin Fund Ltd, J O Hambro Investment Management
Georges Hübner, Founder and Chief Scientific Officer, Gambit Financial Solutions
Serge Cadelli, Chief Operating Officer and Head of Product Strategy, Operations and Client Services, Man Investments
Farooq Jaffrey, Founder & CEO, Traccr
Panellists:
Chairman: Manny Cohen, Chairman & CEO, The RM Group
Kathryn Langridge, Director and Senior Portfolio Manager, Lloyd George Management
Raymond Hêche, Managing Director, Willerfunds Management Company
Didier Saint-Georges, Member of the Investment Committee, Carmignac Gestion
Ralph Gasser, Product Specialist Fixed Income, Swiss & Global Asset Management
18:15 – Cocktail Reception



Conference 


