portfolio masters institutional conference - october 2012, düsseldorf
DESCRIPTION
Overview on the institutional autumn conference in Germany. This year with three conference streams:- Transition & Transactions- Custody & Administration-Equity strategiesTRANSCRIPT
From investors for investors
The institutional investment conference16 and 17 October 2012Hyatt Regency Düsseldorf
Tomas SedlacekKeynote speech “The capital market theory of good and evil”
and participant in the debate on “Equity scenarios 2013”
Main sponsors
Equities – Paper Value or Valuable Securities?Wednesday 17 October 20129 am–5 pm
Keynote speechThe capital market theory of good and evilTomas Sedlacek, Chief Economist at Ceskoslovenská obchodni banka (CSOB)(Hosts: Kleinwort Benson Investors, Rothschild & Cie Gestion and max.xs financial services)
Presentation Equities for long term investors with short term balance sheet requirementsDr. Stefan Nellshen, CFO, Bayer-Pensionskasse (1)
Economists’ debateEquity scenarios 2013Prof. Clemens Fuest, Oxford University (2)Prof. Max Otte Ph.D., University of Applied Sciences Worms (3) Tomas Sedlacek, Chief Economist at Ceskoslovenská obchodni banka (CSOB)
Investor workshops on different topics:Stock picking in a risk on/risk off environment – how the choice of individual securities still leads to outperformance*Benoît Trioux, Fund Manager, Generali Investments (4)Enrico Zamboni, Fund Manager, Generali Investments (5)
Performance and lower volatility – not mutually exclusive with small caps!*Joëlle Morlet-Selmer, Small and Mid Caps Specialist, Mandarine Gestion (6)
Sustainability in equity investmentMichael Dittrich, Head of Administration, Deutsche Bundesstiftung Umwelt (7)
Positive yields using equities – the problems and successes of a small pension fund Thorsten Fiedler, Deputy Chairman,Pensionskasse HT Troplast (8)
Sustainable investment – profiting from long term investment opportunities in the water industryDr. Gerhard Wagner, CFA, Senior Fund Manager, Swisscanto (9)
What is real active management?*Eric Bendahan, Head of European Equities Fund Management, Syz Asset Management (10)
Small values, big prospects – investment opportunities from market efficiencies with small and micro capsStefan Meyer, Senior Fund Manager, Metzler Asset Management (11)
Better true active management instead of modern portfolio theoryDr. Wolfram Gerdes, Investment and Finance Director, Kirchliche Versorgungskassen KZVK and VKPB (12)
Podium discussion Perspectives on equities. Between building block in the satellite spectrum and core comeback.Stefan Hentschel, CeFA, Head of Pension Asset Management, Evonik Industries (13) Jean-Louis Laurens, General Partner/CEO, Rothschild & Cie Gestion (14)Dr. Stefan Nellshen, CFO, Bayer-PensionskasseOliver Röder, MBA, Head of Institutional Sales Germany & Austria SPDR ETFs, State Street Global Advisors (15)Dr. Oliver Roll, Member of the Management Team, max.xs financial services (16)
Sessions will be led throughout the day by Patrick Eisele, Editor in Chief, portfolio institutionell and Corinna Wohlfeil, n-tv.
* Workshop in English
Sponsors
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Joachim Fröhlich Head of Treasury, Evangelische Kreditgenossenschaft“Transition from an institutional investor’s viewpoint”
SponsorsPremium sponsor
Trends in Transitions and TransactionsTuesday 16 October 20121 pm–6 pm
Presentation Efficiency in the investment process – improving potential savings in transaction costs Wolfram Klingler, Managing Director, novarca XTP (1)
Presentation How much are you paying for Forex?Reduce transaction costs – manage risks*Mike DuCharme, Head of Foreign Exchange, Russell Investments (2)
Presentation Risks and dangers in transitions – a case studyJürgen Winter, Head of Transition Management Solutions, Universal Investment (3)
Focus sessions on different topics:Fixed income transitionsPeter Loehnert, Director, Transition Management, BlackRock (4)
Risk management in transition management*Steve Webster, Head of Transition Management EMEA, Credit Suisse (5)
Transparency in transition management*James Mitchell, Executive Director, Goldman Sachs (6)
Group discussion and exchange of experiencesMike DuCharme, Head of Foreign Exchange, Russell InvestmentsPeter Loehnert, Director, Transition Management, BlackRockJames Mitchell, Executive Director, Goldman SachsSteve Webster, Head of Transition Management EMEA, Credit SuisseJürgen Winter, Head of UI Transition Management Solutions, Universal-Investment
Presentation Transition from an institutional investor’s viewpointJoachim Fröhlich, Head of Treasury, Evangelische Kreditgenossenschaft
Investors’ Dinner6.15 pm–9 pmKleinwort Benson Investors, Rothschild & Cie Gestion and max.xs financial services are delighted to invite you to this exclusive investors’ dinner in the River Salon restaurant at the Hyatt Regency Düsseldorf.
Sessions will be led throughout the day by Kerstin Bendix, Editor, portfolio institutionell.
* Presentation in English
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Martin Teigeler
Senior Investment Manager, Ärzteversorgung Westfalen-Lippe“Master fund consolidation at ÄVWL”
Custody and AdministrationTuesday 16 October 20121 pm–6 pm
Presentation On the road to a single market for custodian banks in Europe – vision or nightmare? Daniel Brückner, Head of Global Custody and Depotbank Services, Germany, HSBC Securities Services (1)
Presentation International challenges for custodians and investors Thorsten Gommel, Partner, PwC Germany (2)
Focus sessions on different topics:AIFM – comprehensive cover for institutional investors?Dietmar Roessler, Director, BNP Paribas Securities Services (3)
No games, just look-through – complying with legal guidelines for the benefit of all market playersDr. Holger Sepp, Co-Head and Director, CACEIS Bank Germany (4)
Master funds as partners in troubled timesPatrick Stöss, Head of Acquisitions and Client Services, BNY Mellon Service Master Fund (5)
Podium discussion A colourful bunch of asset classes – how do I administer them?Volker Braunberger, Managing Partner, Itechx (6)Daniel Brückner, Head of Global Custody and Depotbank Services, Germany, HSBC Securities ServicesOliver Dräger, Senior Investment Consultant, Faros Consulting (7)Dietmar Roessler, Director, BNP Paribas Securities ServicesDr. Holger Sepp, Co-Head and Director, CACEIS Bank GermanyPatrick Stöss, Head of Acquisitions and Client Services, BNY Mellon Service Master Fund
PresentationMaster fund consolidation at ÄVWLMartin Teigeler, Senior Investment Manager, Ärzteversorgung Westfalen-Lippe
Investors’ DinnerKleinwort Benson Investors, Rothschild & Cie Gestion and max.xs financial services are delighted to invite you to this exclusive investors’ dinner in the River Salon restaurant at the Hyatt Regency Düsseldorf.
Sessions will be led throughout the day by Tobias Bürger, Editor, portfolio institutionell.
Programme subject to change, errors and misprints.
© 2012 portfolio Verlagsgesellschaft mbH. All rights reserved. July 2012.
Further information is available at portfolio-masters.de
SponsorsPremium sponsor Media partners
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Register by 10 September 2012 by FAX to: +49 (0)69 8570 8149
Conference registration Yes, I confirm my registration for the whole-day main conference “Equities – Paper Value or Valuable Securities?” on 17 October 2012
Yes, I confirm my registration for the half-day conference “Trends in Transitions and Transactions” on 16 October 2012
Yes, I confirm my registration for the half-day conference “Custody and Administration” on 16 October 2012
Registration for the Investors’ DinnerYes, I confirm my registration for the exclusive Investors’ Dinner on 16 October 2012 from 6.15 pm
Further informationYes, I am interested in portfolio masters.
Please send me further information about it.
No, unfortunately I am unable to participate.
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portfolio Verlagsgesellschaft mbH
Kleine Hochstrasse 9–11
60313 Frankfurt am Main
Germany
T: +49 (0)69 8570 8153
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portfolio-masters.de
Event Location
Hyatt Regency Düsseldorf
Speditionstrasse 19
(in the Media Harbour)
40221 Düsseldorf
T: +49 (0)211 9134 1234
F: +49 (0)211 9134 1235
dusseldorf.regency.hyatt.de
You have been invited from:
SPDR ETFs | State Street Global Advisors