fund experts forum

BEYOND UNCERTAINTY11th and 12th April 2013, Rueschlikon / Zurich

conference

The Topics

The European debt crisis – impact on banks and the asset management industry Trust – the most valuable resource. But to whom we can give confidence in the future?

Beyond uncertainty – How asset managers can regain investor confidence in the future?

Emerging markets – how investors can benefit from and participate in the opportunities afforded by emerging economies

Race for Yield Financial advice online – the algorithm as a financial adviser?

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CoopERaTion paRTnERs

paRTnERs

MEdia paRTnER

Fund expeRTs FoRum

Uncertainty. no other word is mentioned more often when institu-tional and private investors are asked what worries them most at this moment in time. How secure really are secure government bonds considering their yields are at an all-time low and countries are more debt-ridden than at any point since the end of World War II? When can we finally put an end to the seemingly eternal Euro crisis? does the federal debt ceiling crisis in the United states harbour new threats? and what are the long-term effects of the central banks’ highly expansionary monetary policies? Looking back at the comparatively carefree years and decades leading up to 2007, it seems that the times are gone when almost any setback experienced on the capital markets could be turned into an advantage, a purchase. These times will never come back and investors have subsequently become much more discerning and demanding.

Uncertainty cripples. However, for some months now the financial markets have been putting their »Risk on« motto into practice. Even though a number of stock price indices are currently at an historical high the number of serious investors is still really quite low if the flow of funds is anything to go by. Have we missed the boat or are we beginning to witness the start of a large-scale flow of capital back into the stock markets?

The Fund Expert Forum is backed by 15 leading international asset management companies offering a uniquely concentrated presence of exceptional fund managers based in switzerland. surrounded by the inspirational atmosphere of the Gottlieb duttweiler institute you will be able to gleam from these leading experts which financial market segments are still worth investing in, where the benefit-risk-ratio still adds up and where caution is advised.

It must not be forgotten that uncertain times on the financial markets are almost always about opportunities too. only those who succeed in shrugging off and even overcoming uncertainty – Beyond Uncertainty – will ultimately find success.

Mark DittliEditor in Chief, Finanz und Wirtschaft

Emerging Markets (Bond/Equity)

CIO Panel

Race for Yield

German Equities

Natural Resources Strategies

Global and EUR Bonds

European Equities

Emerging Market Corporate Bond

Strategic Bond Investing

Investing in Swiss Equities

Global RealAsset Securities

Emerging Market Equities

Subordinated Financial Bonds

Indian Equity

High Dividend Strategies

Asian Equities

Global High Yield Bond

TALKS

» Tim Albrecht, Deutsche Asset & Wealth Management» Rainer Baumann, RobecoSAM» Mickael Benhaim, Pictet Asset Management» John Bennett, Henderson Global Investors » Esther Chan, Aberdeen» Nick Gartside, J.P. Morgan Asset Management» Daniel Lenz, Schroders» Amit Lodha, Fidelity Worldwide Investment» Simon Pickard, Carmignac Gestion» Sukumar Rajah, Franklin Templeton Investments» Dr Urs Ramseier, Sarasin Insurance Bond Fund» Nicolas Simar, ING Investment Management» Andrew Swan, BlackRock» Thorsten Winkelmann, Allianz Global Investors» Todd Youngberg, Aviva Investors

PANEL

» John Bennett, Henderson Global Investors » John W. Beck, Franklin Templeton Investments » Nicholas Field, Schroders » Roman Gaiser, Pictet Asset Management» Nick Gartside, J.P. Morgan Asset Management» Amit Lodha, Fidelity Worldwide Investment» Jean Medecin, Carmignac Gestion» Anne Richards, Aberdeen» Nicolas Simar, ING Investment Management» Sergio Trigo Paz, BlackRock» Victor Verberk, Robeco» Johannes Weisser, Bank Sarasin» Asoka Woehrmann, Deutsche Asset & Wealth Management» Todd Youngberg, Aviva Investors

GUEST SPEAKERS

» Stephen Attenborough, Virgin Galactic» Dr David Bosshart, Gottlieb Duttweiler Institute» Elizabeth Corley, Allianz Global Investors» Oswald Gruebel, former Credit Suisse and UBS» Tomáš Sedláček, ČSOB (a commercial czech bank)» Dr Christian Thimann, European Central Bank» Prof. Dr Beatrice Weder di Mauro, Johannes Gutenberg University of Mainz

PECHA KUCHA

» Marc P. Bernegger, Next Generation Finance» Timur Peters, Debitos

MODERATION

» Reto Brennwald, Swiss Television SRF» Mark Dittli, Finanz und Wirtschaft» Dr Rainer Hank, Frankfurter Allgemeine Sonntagszeitung

GUESTSPEAKERS

PECHAKUCHA

PANEL

TALKS

MODERATION

FUND EXPERTSFORUM

Program

BEYOND UNCERTAINTYCONFERENCE 11Th AND 12Th APRIL 2013 BEYOND UNCERTAINTY CONFERENCE 11Th AND 12Th APRIL 2013

12TH APRIL 2013

08.30 aM Registration and welcome coffee

08.50 aM Introduction by the moderator of the day Reto Brennwald, journalist, Swiss Television SRF

09.00 aM OpenIng KeynOte trust – the most valuable resource. But to whom we can give confidence in the future?

Dr David Bosshart, CEO, Gottlieb Duttweiler Institute

09.30 aM panel

Beyond uncertainty – How asset managers can regain investor confidence in the future?

John Bennett, head of European Equities, henderson Global Investors John W. Beck, Co-Director Global Fixed Income, Franklin Templeton Investments

anne Richards, CIO, Aberdeen asoka Woehrmann, CIO, Deutsche Asset & Wealth Management

Moderation: Mark dittli, Editor in Chief, Finanz und Wirtschaft

10.40 aM paRallel gROUp DISCUSSIOnS

CyCle 1

The discussions will be held by fonds analysts of different banks, consultants, family offices and fund managers.

11TH APRIL 2013

04.45 pM Registration and welcome coffee

05.15 pM Introduction by the moderator of the day Reto Brennwald, journalist, Swiss Television SRF

05.30 pM talK the european Crisis

Oswald gruebel, former CEO Credit Suisse and UBS

Dr Christian thimann, Advisor to the President and the Executive Board,

European Central Bank

prof. Dr Beatrice Weder di Mauro, Economist, Johannes Gutenberg University of Mainz

Moderation: dr Rainer Hank, Editor in Chief, Frankfurter Allgemeine Sonntagszeitung

06.30 pM talK

the european debt crisis – impact on banks and the asset management industry

elizabeth Corley, CEO, Allianz Global Investors

Moderation: Mark dittli, Editor in Chief, Finanz und Wirtschaft

07.00 pM talK Tomáš Sedláček,

Author/Economist, ČSOB (a commercial czech bank)

07.30 pM Dinner and networking»

Program

BEYOND UNCERTAINTYCONFERENCE 11Th AND 12Th APRIL 2013 BEYOND UNCERTAINTY CONFERENCE 11Th AND 12Th APRIL 2013

12TH APRIL 2013

11.10 aM Coffee Break

11.30 aM paRallel gROUp DISCUSSIOnS CyCle 2

12.15 aM paRallel gROUp DISCUSSIOnS

CyCle 2

12.45 aM lunch and Speeddating

02.00 pM peCHa KUCHa 20 slides in 20 seconds each. These are the rules of pecha

Kucha. in « fast forward » the CEos present their company and projects. Each presentation lasts 6:40 minutes.

Marc p. Bernegger, CEO, Next Generation Finance timur peters, CEO, Debitos

Moderation: Reto Brennwald,

Journalist, Swiss Television SRF

02.30 pM panel

»emerging Markets (Bond/equity)«

nicholas Field, Deputy head of Global Emerging Markets, Schroders

amit lodha, Fund Manager Global Equities, Fidelity Worldwide Investment

12TH APRIL 2013

German Equities tim albrecht, Fonds Manager, Deutsche Asset & Wealth Management

natural Resources strategies Rainer Baumann, head Portfolio Management & Member of Executive Committee, RobecoSAM

Global and EUR Bonds Mickael Benhaim, head of Global and Regional Bonds, Pictet Asset Management European Equities John Bennett, head of European Equities, henderson Global Investors Emerging Market Corporate Bond esther Chan, Portfolio Manager, Aberdeen strategic Bond investing nick gartside, CIO International Fixed Income, J.P. Morgan Asset Management

investing in swiss Equities Daniel lenz, Fonds Manager, Schroders Global Real asset securities amit lodha, Fund Manager Global Equities, Fidelity Worldwide Investment Emerging Market Equities Simon pickard, head of Emerging Equities, Carmignac Gestion indian Equity Sukumar Rajah, Managing Director & CIO Asian Equity, Franklin Templeton Investments subordinated Financial Bonds Dr Urs Ramseier, Senior Portfolio Manager, Sarasin Insurance Bond Fund High dividend strategies nicolas Simar, head of Equity Value, ING Investment Management

asian Equities andrew Swan, head of Asian Equities for the Fundamental Equity division, BlackRock European Equities thorsten Winkelmann, Senior Portfolio Manager, Allianz Global Investors Global High Yield Bond

todd youngberg, Global Investment Director, Aviva Investors

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BEYOND UNCERTAINTYCONFERENCE 11Th AND 12Th APRIL 2013

12TH APRIL 2013

nicolas Simar, head of Equity Value, ING Investment Management Sergio trigo paz,

head of Emerging Markets Fixed Income, BlackRock

Moderation: Mark dittli, Editor in Chief, Finanz und Wirtschaft

03.45 pM panel »Race for yield«

Roman gaiser, head of high Yield Investments, Pictet Asset Management

nick gartside, CIO International Fixed Income, J.P. Morgan Asset Management Jean Medecin, Member of the Investment Commitee, Carmignac Gestion Victor Verberk, head of Investment Grade, Robeco

Johannes Weisser, head of Fixed Income, Bank Sarasin todd youngberg, Global Investment Director, Aviva Investors

Moderation: Mark dittli, Editor in Chief, Finanz und Wirtschaft

04.30 pM taKIng RISKS

Stephen attenborough, Commercial Director, Virgin Galactic

05.30 pM Closing of the conference

Venue

Gdi Gottlieb duttweiler institute Langhaldenstrasse 21 8803 Rueschlikon/Zurichwww.gdi.ch

The Gottlieb duttweiler institute is part of the „im Grüene“ Foundation. in accordance with the founder‘s wishes, the GDI is a non-profit organisation set up as a «place for reflection and encounters» and for the purpose of conducting «scientific research in the social and economic fields.»

conTAcT

please do not hesitate to contact us!Infoline: +41 76 541 37 68 pascal.novotny@forum-executive.ch

pascal novotnyManaging directorForum Executive aG

ConCEpTion and ConTEnTJens oliver Mayerdirector Managed Events

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