Conference 
Morning - Room A
09:00 – Opening Remarks - Chairman: Philip Stoltzfus, Chief Executive Officer, Thayer Brook Partners LLPEMERGING MARKETS
09:15 – After the Crisis: Where the Value is in Former Soviet Union Equities
Ian Hague, Partner, Firebird Management LLC
09:45 – Julius Baer Local Emerging Bond Fund
- Emerging market economies continue to be the main beneficiaries of globalisation, reflected in improving economic conditions, productivity, balance of payments and trade balances, solvency/liquidity rations, rising FX reserves etc.
- Emerging market economies are much better positioned for an economic upturn than western economies, not least because of little contaminated banking systems, still substantial domestic demand and comparatively much stronger and less indebted government households
- Trend towards materially higher commodity prices remains intact. The largest producers/exporters of commodities are in most cases emerging market countries
- Swiss & Global has a long-standing, very successful and award-winning track record reflected in market- and sector-leading performance. Swiss & Global is a pioneer of the asset class in Europe
Ralph Gasser, Product Specialist Fixed Income, Swiss & Global Asset Management
10:15 – China is the Key for Global Recovery
- normalization of global growth
- industrialization goes east
- the rise of Asian currencies
Paul Chan, CIO, Asia ex-Japan, Invesco Hong Kong
MANAGED FUTURES
10:45 – "The Day after Tomorrow“: The Financial Crisis – One Year Later
- One year financial crisis – Review
- "Good Funds“ vs. "Bad Funds“ – How shall the investor separate the wheat from the chaff?
- Managed Futures – From Black Box to Rescuer in the emergency
- The golden times – Renascence of a forgotten investment class
Reinhold Puntschart, Managing Director, Superfund Asset Management AG
11:15 – Managed Futures going UCITS
- The importance of Managed Futures
- Best portfolio insurance available in the current market situation
- Minimizing Model Risk
- Daily risk balancing helps in trend less markets
- Protection against possible downward trends
Oliver Prock, CEO, CIO, Salus Alpha Ltd
11:45 – MANAGED FUTURES PANEL DISCUSSION - Why it Makes Sense to Diversify a Client Portfolio with Managed Futures
- Managed Futures: A Powerful Diversification Tool For All Seasons
- Key Advantages
- Evaluating CTAs
- Due Diligence and Risk Management
Panellists:
Chairman: Nells Bang - Managing Director, Prolific Capital Markets LLP
Philip Stoltzfus, Chief Executive Officer, Thayer Brook Partners LLP
Oliver Prock, CEO, CIO, Salus Alpha Ltd
Felix Gasser, Head of Managed Futures, Man Investments
Afternoon - Room A
14:00 – Opening Remarks - Chairman: Edward Hill, Director, Copywrite Group
REAL ESTATE INVESTMENT
14:15 – Following market trends with new Real Estate Funds
- New dutch tax exempt Real Estate Funds
- Open end Funds, not stock exchange traded
- Super Markets & Discounters
- Smoothly through the crisis
Edo Drijver, Swiss representative of Annexum
14:45 – How to Manage and Assess an International Property Portfolio in Very Uncertain Times
Edward Hill, Director, Copywrite Group
15:05 – Managing Development Success in the Middle East
Jeremy Sturgess, Managing Director, Orascom Hotels and Developments
15:25 –Global Taxation Solutions to International Property Problems
Ian Le Breton, Managing Director, Sovereign Trust (Gibraltar) Ltd.
15:45 – Madeira for the Swiss investor
Philippe Moreau, Managing Director, Vilagiorgi
16:05 – Real Estate Investment Q&A chaired by Edward Hill, Director, Copywrite Group
17:15 – Cocktail Reception sponsored by 
