Official Tax Planning Sponsor

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Official Forex Sponsor

spdr

Conference Programme 2011

WEDNESDAY 7TH DECEMBER 2011

MORNING SESSION

08.30 Registration

Auditorium

08.50 Chairman Opening Remarks – William Hancock, Director, Ribbons of Gold Ltd
INVESTING IN GOLD & COMMODITIESETF SECURITIES
09.00 Has Gold Lost its Safe Haven Status? A Macro Perspective
Daniel Wills, Senior Analyst, ETF Securities
09.30 Gold: Alterative Investment or Foundation Asset?
Marcus Grubb, Managing Director, World Gold Council
10.00 Gold: Investment or Insurance? Pricing the Risks of a Global Monetary Train Wreck
Paul Tustain, Founder and CEO, BullionVault
10.30 The Dollar Implosion as the Trigger for the Gold and Silver Parabolic Explosion
Rolf Nef, Founder, Tell Gold & Silver Fund
11.00 COFFEE BREAK
11.20 Gold – The Ultimate Wealth Protection in a Hyperinflationary Depression
Egon von Greyerz, Founder & Managing Partner, Matterhorn Asset Management AG / GoldSwitzerland
11.50 Reasons for investing in Commodities
Thomas Wilson, Head of Marex Spectron Geneva, Marex
12.20 Opportunities in the Mining and Resource sectors
Philip Richards, Principal, RAB Capital

Exhibition Hall

11.30 INSURANCE WRAPPERS – PANEL DISCUSSION
Moderator: Vincent J Derudder, CEO, Nucleus Euro-Advisers SCA
Panellists: Stéphanie Hodara, Lawyer, Altenburger Ltd.
Andrew Peat, Founder, Andrew Peat Group Holdings BV
12.50 LUNCH

AFTERNOON SESSION

13.50 Opening Remarks - Thibaud de Cherisey, European ETF Development, Invesco Asset Management
ANALISING AND SELECTING THE RIGHT ETFs SPDR
14.00 Smart Investments during the Period of High Volatility
Rochus Appert, Vice President, Head Intermediary Business, SPDR ETFs
14.30 Tail risk & volatility: Benefiting from market uncertainty & turbulence through volatility ETFs
Peter Fors, Vice President, Equities Structuring & Product Development, Nomura
15.00 Reducing costs of a portfolio with Minimum Variance ETFs
Isabelle Bourcier, Head of Business Development, Ossiam
15.30 COFFEE BREAK
15.50 Trends in the European ETF Industry
Detlef Glow, Head of Lipper EMEA Research, Thomson Reuters
16.20 ETFs – PANEL DISCUSSION
Moderator: Rochus Appert, Vice President, Head Intermediary Business, SPDR ETFs
Panellists: Thibaud de Cherisey, European ETF Development, Invesco Asset Management
Giovanni Leonardi, Head of ETF Sales, Nomura
Detlef Glow, Head of Lipper EMEA Research, Thomson Reuters

Main Hall

15.50 GOLD & PRECIOUS METALS – PANEL DISCUSSION
Moderator: Marcus Grubb, Managing Director, World Gold Council
Panellists: Daniel Wills, Senior Analyst, ETF Securities
Paul Tustain, Founder and CEO, BullionVault
Rolf Nef, Founder, Tell Gold & Silver Fund
Ron William, Technical Strategist, MIG Bank
16.50 COMMODITIES – PANEL DISCUSSION
Moderator: Philip Richards, Principal, RAB Capital
Panellists: Diego Parrilla, CEO, Nareco Advisors
Oliver Prock, Managing Director, Salus Alpha
Estelle Hirtz, Branch Manager, IG Markets
Thomas Wilson, Head of Marex Spectron Geneva, Marex
18.00 COCKTAIL RECEPTION sponsored by CHIVAS

THURSDAY 8TH DECEMBER 2011

MORNING SESSION

09.00 Registration

Auditorium

09.20 Chairman Opening Remarks - Jacques Leuba, Managing Director, Jirehouse Suisse SA
TAX PLANNING & INTERNATIONAL FINANCIAL CENTRES
09.30 On the eve of the Swiss/UK and the Swiss/German withholding tax treaty: what banks and their clients need to consider
Juerg Birri, Partner International Private Client Services, KPMG AG
10.00 Wealth Structuring in a Changing Environment – The Belize Advantage
Wayne P. Kurtz, President & CEO, Karlsberg International Insurance Corporation, Ltd
Michael Cobb, CEO, ECI Development
Joel M. Nagel, Founder & Managing Partner, Nagel & Associates, LLC
Peter Zipper, President & CEO, Caye International Bank, Ltd - Belize
Trevor A. C. Bradley, Marketing & Client Affairs, Georgetown Trust, Limited
DIVERSIFYING INVESTMENT PORTFOLIO
Chairman: Maarten Polfliet, Client Portfolio Manager Quantitative Equities, Robeco
10.30 The Common Sense Approach – How a Value Investor Analyses a Business
Don Fitzgerald, Fund Manager, Tocqueville Finance SA
11.00 COFFEE BREAK
11.20 Enhance your Fixed Income portfolio with Structured Credit
Lisa Backes, Managing Director, YCAP Asset Management
11.50 Residential Investments in the prime real estate in Switzerland
Nicolas Garnier, CEO, Swiss Development Group
Nicolas Bourg, Investment Fund Manager, Swiss Development Group

Exhibition Hall

11.30 RUBIK TAX PLANNING – PANEL DISCUSSION
Moderator: Jacques Leuba, Managing Director, Jirehouse Suisse SA
Panellists: Juerg Birri, Partner International Private Client Services, KPMG AG
Andrew McKenna, Partner, Smith & Williamson
Darlene Hart, CEO, US Tax & Financial Services
12.30 LUNCH

AFTERNOON SESSION

Auditorium

13.50 Opening Remarks
14.00 Sustainable Climate
Michael Riley, Portfolio Manager, SAM – Sustainable Asset Management
14.30 Active Emerging Quant
Maarten Polfliet, Client Portfolio Manager Quantitative Equities, Robeco

Exhibition Hall

14.00 Tasting Session sponsored by CHIVAS
15.00 SUSTAINABLE INVESTMENTS – PANEL DISCUSSION
Moderator: Jean Laville, Chairman, Deputy Managing Director, Ethos – Swiss Foundation of Sustainable Development
Panellists: Michael Riley, Portfolio Manager, SAM – Sustainable Asset Management
Heide Jimenez Davila, Head of Sales and Investor Relations, BlueOrchard
16.00 TAX PLANNING & INTERNATIONAL FINANCIAL CENTERS – PANEL DISCUSSION
Moderator: Jacques Leuba, Managing Director, Jirehouse Suisse SA
Panellists: Dr. Robert Taylor East, Tax and financial services consultant, CSB Group
Wayne P. Kurtz, President & CEO, Karlsberg International Insurance Corporation, Ltd
Joel M. Nagel, Founder & Managing Partner, Nagel & Associates, LLC
Jeff Millington, Partner, Smith & Williamson
Darlene Hart, CEO, US Tax & Financial Services

Educational Partner

CAIA