portfolio masters institutional conference - October 2012, Düsseldorf

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Overview on the institutional autumn conference in Germany. This year with three conference streams:
- Transition & Transactions

- Custody & Administration

-Equity strategies

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portfolio masters institutional conference - October 2012, Düsseldorf

  1. 1. From investors for investors The institutional investment conference 16 and 17 October 2012 Hyatt Regency Düsseldorf
  2. 2. Tomas SedlacekKeynote speech “The capital market theory of good and evil” and participant in the debate on “Equity scenarios 2013” Main sponsors
  3. 3. 1 2 3Equities – Paper Value or Valuable Securities? Positive yields using equities – the problemsWednesday 17 October 2012 and successes of a small pension fund9 am–5 pm Thorsten Fiedler, Deputy Chairman, 4 Pensionskasse HT Troplast (8)Keynote speech Sustainable investment – profiting from long termThe capital market theory of good and evil investment opportunities in the water industry 5Tomas Sedlacek, Chief Economist at Ceskoslovenská Dr. Gerhard Wagner, CFA, Senior Fund Manager,obchodni banka (CSOB) Swisscanto (9)(Hosts: Kleinwort Benson Investors, Rothschild & CieGestion and max.xs financial services) What is real active management?* Eric Bendahan, Head of European Equities Fund 6Presentation Management, Syz Asset Management (10)Equities for long term investors with short termbalance sheet requirements Small values, big prospects – investmentDr. Stefan Nellshen, CFO, Bayer-Pensionskasse (1) opportunities from market efficiencies with 7 small and micro capsEconomists’ debate Stefan Meyer, Senior Fund Manager,Equity scenarios 2013 Metzler Asset Management (11)Prof. Clemens Fuest, Oxford University (2) 8Prof. Max Otte Ph.D., University of Applied Sciences Better true active management instead ofWorms (3) modern portfolio theoryTomas Sedlacek, Chief Economist at Ceskoslovenská Dr. Wolfram Gerdes, Investment and Finance Director,obchodni banka (CSOB) Kirchliche Versorgungskassen KZVK and VKPB (12) 9Investor workshops on different topics: Podium discussionStock picking in a risk on/risk off environment – Perspectives on equities. Between building blockhow the choice of individual securities still leads in the satellite spectrum and core comeback.to outperformance* Stefan Hentschel, CeFA, Head of Pension Asset 10Benoît Trioux, Fund Manager, Generali Investments (4) Management, Evonik Industries (13)Enrico Zamboni, Fund Manager, Generali Investments (5) Jean-Louis Laurens, General Partner/CEO, Rothschild & Cie Gestion (14)Performance and lower volatility – not mutually Dr. Stefan Nellshen, CFO, Bayer-Pensionskasse 11exclusive with small caps!* Oliver Röder, MBA, Head of Institutional Sales Germany &Joëlle Morlet-Selmer, Small and Mid Caps Specialist, Austria SPDR ETFs, State Street Global Advisors (15)Mandarine Gestion (6) Dr. Oliver Roll, Member of the Management Team, max.xs financial services (16)Sustainability in equity investment 12Michael Dittrich, Head of Administration, Sessions will be led throughout the day byDeutsche Bundesstiftung Umwelt (7) Patrick Eisele, Editor in Chief, portfolio institutionell and Corinna Wohlfeil, n-tv. 13 * Workshop in English 14Sponsors 15 16
  4. 4. Joachim FröhlichHead of Treasury, Evangelische Kreditgenossenschaft “Transition from an institutional investor’s viewpoint”
  5. 5. Trends in Transitions and Transactions Transparency in transition management*Tuesday 16 October 2012 James Mitchell, Executive Director, Goldman Sachs (6)1 pm–6 pm Group discussion and exchange of experiences Mike DuCharme, Head of Foreign Exchange, 1Presentation Russell InvestmentsEfficiency in the investment process – Peter Loehnert, Director, Transition Management,improving potential savings in transaction costs BlackRockWolfram Klingler, Managing Director, novarca XTP (1) James Mitchell, Executive Director, Goldman Sachs Steve Webster, Head of Transition Management EMEA, 2Presentation Credit SuisseHow much are you paying for Forex? Jürgen Winter, Head of UI Transition ManagementReduce transaction costs – manage risks* Solutions, Universal-InvestmentMike DuCharme, Head of Foreign Exchange,Russell Investments (2) Presentation Transition from an institutional investor’s viewpoint 3Presentation Joachim Fröhlich, Head of Treasury,Risks and dangers in transitions – Evangelische Kreditgenossenschafta case studyJürgen Winter, Head of Transition Management Investors’ DinnerSolutions, Universal Investment (3) 6.15 pm–9 pm 4 Kleinwort Benson Investors, Rothschild & Cie GestionFocus sessions on different topics: and max.xs financial services are delighted to inviteFixed income transitions you to this exclusive investors’ dinner in the RiverPeter Loehnert, Director, Transition Management, Salon restaurant at the Hyatt Regency Düsseldorf.BlackRock (4) 5 Sessions will be led throughout the day byRisk management in transition management* Kerstin Bendix, Editor, portfolio institutionell.Steve Webster, Head of Transition ManagementEMEA, Credit Suisse (5) * Presentation in English 6Premium sponsor Sponsors
  6. 6. Martin TeigelerSenior Investment Manager, Ärzteversorgung Westfalen-Lippe “Master fund consolidation at ÄVWL”
  7. 7. Custody and Administration Podium discussionTuesday 16 October 2012 A colourful bunch of asset classes –1 pm–6 pm how do I administer them? Volker Braunberger, Managing Partner, Itechx (6) Daniel Brückner, Head of Global Custody and 1Presentation Depotbank Services, Germany, HSBC Securities ServicesOn the road to a single market for custodian banks Oliver Dräger, Senior Investment Consultant,in Europe – vision or nightmare? Faros Consulting (7)Daniel Brückner, Head of Global Custody and Depotbank Dietmar Roessler, Director, BNP ParibasServices, Germany, HSBC Securities Services (1) Securities Services 2 Dr. Holger Sepp, Co-Head and Director,Presentation CACEIS Bank GermanyInternational challenges for custodians and investors Patrick Stöss, Head of Acquisitions and Client Services,Thorsten Gommel, Partner, PwC Germany (2) BNY Mellon Service Master FundFocus sessions on different topics: Presentation 3AIFM – comprehensive cover for institutional Master fund consolidation at ÄVWLinvestors? Martin Teigeler, Senior Investment Manager,Dietmar Roessler, Director, BNP Paribas Ärzteversorgung Westfalen-LippeSecurities Services (3) Investors’ Dinner 4No games, just look-through – complying with legal Kleinwort Benson Investors, Rothschild & Cie Gestionguidelines for the benefit of all market players and max.xs financial services are delighted to inviteDr. Holger Sepp, Co-Head and Director, you to this exclusive investors’ dinner in the RiverCACEIS Bank Germany (4) Salon restaurant at the Hyatt Regency Düsseldorf. 5Master funds as partners in troubled times Sessions will be led throughout the day byPatrick Stöss, Head of Acquisitions and Client Services, Tobias Bürger, Editor, portfolio institutionell.BNY Mellon Service Master Fund (5) Programme subject to change, errors and misprints. © 2012 portfolio Verlagsgesellschaft mbH. All rights reserved. July 2012. 6 Further information is available at portfolio-masters.de 7Premium sponsor Sponsors Media partners
  8. 8. 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 2012Organiser Registration for the Investors’ Dinnerportfolio Verlagsgesellschaft mbH  I confirm my registration for the exclusive Investors’ Dinner Yes,Kleine Hochstrasse 9–11 on 16 October 2012 from 6.15 pm60313 Frankfurt am MainGermany Further informationT: +49 (0)69 8570 8153  es, I am interested in portfolio masters. Y F: +49 (0)69 8570 8149 Please send me further information about it.h.wittig@portfolio-verlag.comportfolio-masters.de  unfortunately I am unable to participate. No,Event LocationHyatt Regency Düsseldorf Please fill out fully and in CAPITAL LETTERS:Speditionstrasse 19(in the Media Harbour) Organisation/Company . ...........................................................................................................40221 DüsseldorfT: +49 (0)211 9134 1234 Title/First Name/Last Name ......................................................................................................F: +49 (0)211 9134 1235dusseldorf.regency@hyatt.comdusseldorf.regency.hyatt.de Job Title/Department . ..............................................................................................................You have been invited from:SPDR ETFs | State Street Global Advisors Postcode/Town or City ............................................................................................................. Street Address ......................................................................................................................... Phone/Fax . .............................................................................................................................. Email ........................................................................................................................................ Your contact: Heike Wittig, Operations Manager h.wittig@portfolio-verlag.com, Tel: +49 (0)69 8570 8153, Fax: +49 (0)69 8570 8149 Please note: Registrations and cancellations will only be accepted in writing by email or fax to portfolio Verlag. Free participation in portfolio masters is solely open to the investment, treasury, finance and risk management functions of institutional investors, such as companies, pen- sion funds, death benefit funds, supplementary funds, foundations, local authorities, insurance companies, churches, etc. Banks’ treasury and own account functions, multi and single family offices, and investment consultants whose business focuses on institutional investment are excluded. You can find our terms and conditions of business at portfolio-masters.de. Signature, Date......................................................................................................................... .

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