PROGRAM Organized by An event by: November 21st – 22nd, 2011 Hotel De La Paix Via Cattori, 18 – LUGANO Free entrance upon registration on: www.LuganoFundForum.ch Program – Monday, 21st November Program – Monday, 21st November (morning session) (afternoon session) Opening ceremony • 9.00-9.05 • 9.05-9.30 PAOLA BISSOLI (Saint George Capital Mgmt) • • 14.15-14.45 CHRISTEL RENDU DE LINT, Head of Fixed Income Team (UBPGeneva) “Fixed Income - How to navigate in a period of uncertainty and illiquidity” (ENG) • 14.45-15.45 PANEL – ”Behind the Crisis: Are Emerging Markets Ready for Decoupling?” (ENG) MIKE TURNER (Aberdeen AM); François Savary, CIO (Reyl & CIE); Enrico Camera (Arkos Capital) • 15.45 -16.15 ANTONIO FOSSETTI (Deloitte) 9.30-10.30 ANDREW COHEN, Business Manager (Bloomberg) " Risk & Return: Looking around the corner" (ENG) • • “Introduzione sulla nuova LICol” (ITA) 10.30-11.00 MIKE TURNER, Head of Global Strategy & Asset Allocation (Aberdeen AM) “Macro-Analysis” (ENG) • 16.15-16.30 Coffee break 11.00-11.15 Coffee break • 16.30 -17.00 SAMUELE LA ROCCA, (ActivTrades) “The multi-account management offer for independent asset managers” (ITA) • • 11.15-12.15 Meeting with successful entrepreneurs: - LIRIO PARISOTTO (Top Brazilian investor) FOREX SECTION - ERNESTO PREATONI (Real Estate entrepreneur) • 17.30-18.00 ANTONIO CARNEVALE (Forex trader) - Name to be disclosed “La strategia “barbell” nella gestione di un portafoglio di investimento: come sfruttare la leva e la liquidità del forex” (ITA) 12.15-12.45 EMMANUEL HAUPTMANN, Sr. Fund Manager, (Reyl AM) -Sponsored by ActivTrades- “Emerging markets inefficiencies and bottom-up opportunities” (ENG) • • 12.45-13.15 JONATHAN STANFORD, Partner and PM (Arkos Capital) “Trends in FX and our view of what is to come” (ENG) “Convertible Bonds Today” (ITA/ENG) • 13.15-14.15 Buffet 18.00-18.30 ERIK SCHAFHAUSER, Vice President Client Trading Services (Saxo Bank) • 18.30-20.00 SAXOBAR - PR cocktail sponsored by Saxo Bank Program – Tuesday, 22nd November Program – Tuesday, 22nd November (afternoon session) (morning session) • 9.00-9.30 Opening • 9.30-10.00 SAMUELE LA ROCCA (ActivTrades) “The multi-account management offer for independent asset managers” (ITA) • 10.00—10.30 KENNETH AKINTEWE, Fixed Income PM - Asia Pacific team (Aberdeen AM) “Analysis on Emerging markets: investing in bond in Asia” (ENG) • 10.30-11.00 LIRIO PARISOTTO (Top Brazilian investor) “Analysis on Emerging markets: LATAM” (ITA) - Sponsored by LUX CAPITAL- • 11.00-11.15 Coffee break • 11.15-12.00 EUGENIO NAMOR (Chairman Anthilia Capital Partners SGR) COMMODITY SECTION • 14.15-14.45 ANDREA GENTILINI, PM fund precious metals (UBP) “Analysis on gold and other precious metals” (ITA) • 14.45-15.15 MATHIEU VINSON, Head of Distribution Romandie & Ticino (iShares) “Investing in Commodity Producers made Easy – Agribusiness / Oil & Gas / Gold” (ENG) • 15.15-15.30 Coffee break • 15.30-16.00 MAURIZIO MAZZIERO (Independent commodity analyst) “Analysis on crude oil, natural gas, industrial metals” (ITA) • 16.00-17.00 PANEL – “Risk and opportunities in investing in commodities” M. Mazziero; A. Gentilini (UBP); Angelo Ciavarella (ActivTrades) • 17.30-18.00 End of works “Opportunità e sfide per l'industria dell'Asset Management in Italia” (ITA) -Sponsored by RISKART• • 12.00-13.15 PANEL – “Impact of new regulations (LICol., Fatca …) on Asset Management in Switzerland” (ITA) Marianne Volontè (Law&Finance); Antonio Fossetti (Deloitte), Matthaeus Den Otter (Swiss Fund Association), Gianluca Tadiello (Amicorp Fund Services) 13.15-14.15 Buffet N.B.: This program is a draft only. Schedule, speakers and topics are subject to changes. In order to be updated on eventual amendments, please register yourself on www.LuganoFundForum.ch or visit the website at the “Seminars&Panels” section. Espositori & Sponsor Media Partner November 21st - 22nd Hotel De La Paix Organized by Via Cattori, 18 - LUGANO “The Lantern” Research Sagl Corso Elvezia, 10 6900 – Lugano (CH) Contact: Riccardo Esposito (CEO) Tel. +41 (0)91 224 72 50 email: [email protected] website: www.LanternResearch.com