Together with CFA Institute, the EDHEC Risk and Asset Management Research Centre has introduced seminars that take stock of the latest industry trends and research advances and clarify the distinction between true innovation and mere marketing claims.
The first annual Alternative Asset Allocation Seminar draws on the latest research and best industry practices to present advanced techniques to optimise portfolio construction and risk management when alternative assets are added to institutional portfolios.
Led by instructors who boast both academic expertise and industry experience, this intensive three-day course will enable participants to derive the full benefits of alternative investments for asset management and asset-liability management while controlling for their specific risks.
The seminar opens with an analysis of the risks and return drivers and the conditional performance of the various alternative asset classes and strategies. It shows how to deal with non-Gaussian returns, illiquid assets, and flawed data to build more resilient multi-style multi-class portfolios. It presents quantitative and qualitative tools to manage the market as well as the liquidity, valuation and counterparty risks of alternative assets.
It then looks at financial engineering techniques that improve risk budget management when alternative investments are added to asset management and liability driven investment programmes.
The seminar assesses the potential of volatility as an asset class. It looks at at its diversification and downside equity risk hedging properties and reviews volatility products and strategies.
It concludes with case studies of best industry practices for synthetic liquidity provision and extreme risk management.
Seminar Instructors
François-Serge Lhabitant, PhD, is Associate Professor of Finance at EDHEC Business School, Professor of Finance at the University of Lausanne, and Chief Investment Officer at Kedge Capital.
Lionel Martellini, PhD, is Professor of Finance at EDHEC Business School and Scientific Director of the EDHEC Risk and Asset Management Research Centre.
Nicolas Mougeot, PhD, is Managing Director and the European Head of Global Equity Derivatives Strategy Group at Deutsche Bank.
Christophe Reech is Chairman and founder of the Reech AiM Group S.A.
Etienne Rouzeau, PhD, is Director and Head of Allocation and Risks with Allianz Alternative Asset Management (AAAm), the fund of hedge fund operation of Allianz Global Investors.
The seminar will enable you to:
» Understand the risks, return drivers, and conditional return characteristics of hedge funds, commodities, private equity, real estate, and emerging alternative assets.
» Find out how to build resilient multi-style multi-class portfolios and use techniques to manage class exposure, to minimise the liquidity, valuation, and counterparty risks of alternative investments, and to implement portfolio-wide risk management.
» Optimise the integration of alternative investments into asset management and ALM: reduce the cost of inflation protection, maximise diversification benefits.
» Learn to implement dynamic risk-controlled strategies to optimally displace traditional assets and design open-ended investment solutions with liquidity, drawdown, and performance constraints.
» Explore the potential of volatility for portfolio diversification and hedging of downside equity risk. Survey volatility products and strategies and assess their relevance for strategic and tactical asset allocation.
» Understand property derivatives and examine their hedging, synthetic allocation, and arbitrage uses.
» Recognise the nature of extreme risks in fund of funds structures and analyse the efficiency and tractability of the various tail-risk hedging strategies.
The programme is intended for investment management professionals who advise on or participate in the design and implementation of asset allocation and risk management policies, and for sell-side practitioners who develop new asset management and ALM solutions for investors. It is especially relevant to those who need to optimise the construction and management of alternative and multi-style multi-class solutions or examine the means-as well as the benefits-of making alternative classes and strategies an integral part of portfolios.
Four easy ways to register:
» Book a seat online at: store.edhec-risk.com
» Fax back the registration form to +33 (0)4 93 18 45 54
» E-mail your details to melanie.ruiz@edhec-risk.com
» Call us at +33 (0)4 93 18 78 19
Register before February 16 to benefit from a ¤1,000 early bird discount.
CFA Institute members and representatives of pension schemes, charities, endowments and foundations qualify for a special rate for this seminar and should contact us directly at AMeducation@edhec-risk.com or on +33 (0)4 93 18 78 19.
EDHEC Asset Management Education is registered with CFA Institute as an Approved Provider of the Continuing Education Programme. This seminar qualifies for 20 CE credits under the guidelines of the CFA Institute Continuing Education Programme.
EDHEC Asset Management Education
393-400 promenade des Anglais
P.O. Box 3116
06202 Nice Cedex 3 - France
Tel. +33 (0)4 93 18 78 19
Fax +33 (0)4 93 18 45 54
www.edhec-risk.com/AIeducation
Organised by: Terrapinn
Website: http://www.terrapinn.com/2009/aas
Contact:
Marcia Ardila Tel: +44 207 539 4335
email: marcia.ardila@terrapinn.com
Event Overview:
Strategic and tactical allocation for asset managers and investors
The Asset Allocation Summit 2009 is Europe’s biggest and most influential event focused on strategic and tactical asset allocation for both asset managers and institutional investors, at a time when asset allocation is more critical than ever.
- Managing the impact of the financial crisis: Advanced investment strategies for an economic downturn, including special focus on fixed income
- Unparalleled line-up of institutional investors and asset managers: Hear 32 leading end investors and asset management CIOs reveal their asset allocation strategies
- Choose your content: Dedicated streams for pension fund trustees and advanced investors
Key topics include:
- What is the impact of the financial crisis on strategic vs. tactical?
- What is the optimal asset allocation choice in an illiquid market?
- With increased global correlations and a more interdependent global economy, how can diversification reduce portfolio risk?
- Is LDI (liability-driven investment) the right strategy to tackle falling asset values and rising deficits?
- What are the dynamic alternative asset classes for 2010? Commodities, infrastructure, hedge funds?
- Will 2010 see dramatic changes in the overall distribution of assets for the long term?
http://www.efinancialnewsevents.com/events/
24th February 2009 - Jumeirah Carlton Tower, London
Financial News/Dow Jones Events in collaboration with Oxford Analytica are organising a unique one-day event which will provide a platform for an enlightening debate about sovereign wealth funds, their investment strategies, effects on global economies, regulatory and legal considerations. It would also seek to establish their roles, if any in stabilising the effects of the credit crunch and lots more.
28th April 2009 - The London Marriott Hotel, Grosvenor Square
We are inviting all major players within the pension fund sector to debate current issues affecting this sector. This exclusive event for pension fund representatives and trustees is a unique opportunity for all senior industry representatives to meet and debate the best solutions for the current challenges facing this sector.
12th May 2009 - Skinners' Hall, London
Investing in ETFs in London will once again build on the successful series of the ETFs conferences. For more information contact eventsmarketing@efinancialnews.com or register your interest on the website today!
19th - 20th May 2009 - The London Marriott Hotel, Grosvenor Square
This two day summit will provide a unique meeting point and networking platform for all those doing or wishing to do business with India.
http://www.icbi-fundforumem.com
The Cost-Effective Solution For You Get Up To Speed
On The Very Latest Emerging Market Fund Issues
& And Network With The Key Fund Buyers All Under One Roof
Here are 6 reasons why attending FundForum Emerging Markets should be at the top of your New Year Resolutions list for 2009:
1. Meet & Network With Leading Fund Selectors Active In Emerging Markets
2. Hear Insights From & Network with Over 80 Renowned Global Asset Managers & Distributors
3. Get Ahead Of The Pack & Identify The Next Emerging Market Hot Spots
4. Find Out The Latest New Research On Fund Flows & Product Demand
5. Gain Vital Insights Into Successful Emerging Market Distribution Strategies
6. Profit From Over 52 Hours Of Networking With Key Fund Selectors & Asset Managers In The Emerging Markets
To find out more & to book your place please contact ICBI on:
Web: http://www.icbi-fundforumem.com
Email: info@icbi.co.uk
Tel: +44 (0) 20 7017 7200
Fax: +44 (0) 20 7017 7807
ICBI, 29 Bressenden Place,
London, SW1E 5DR,
United Kingdom
Tel: +44 (0)20 7017 7200
Fax: +44 (0)20 7017 7807
Web: www.icbi-uk.com
Link to view e-update online:
http://www.icbi-uk.com/nl_online.php
The Institutional FundForum International in Amsterdam is your chance to meet:
- Global institutional investors & pension funds
- Market leading institutional asset managers
- Economic experts
- Investment consultant and gatekeepers
All under one roof!
These are some of the companies that have already registered for this year's event:
SCHRODERS INVESTMENT MANAGEMENT + PEARL GROUP + APG GROUP + MN SERVICES + ING INVESTMENT MANAGEMENT + BARCLAYS PENSION FUND + SAMPENSION + PATERNOSTER + ROBECO + BFINANCE + CREATE-RESEARCH + ATP + FUNDQUEST UK + COMPENDEON + T. ROWE PRICE + INSIGHT INVESTMENT + HERMES + LOMBARD STREET RESEARCH + VAN NUNEN & PARTNERS + WORLD BANK + MERCER INVESTMENT CONSULTING + PRUDENTIAL + UNIVERSITIES SUPERANNUATION SCHEME + MERCER + SKANDIA LEBENSVERSICHERUNG + APG INVESTMENTS + BARCLAYS GLOBAL INVESTORS + STATE STREET CORP + GOLDMAN SACHS + PENSIOENFONDS KBC + GSAM BENELUX + SEI + RESPONSIBLE INVESTOR + CADOGAN FINANCIAL + PENSION CORPORATION + ALTIUS + SURRENDA-LINK INVESTMENT MANAGEMENT + NOMURA + BLUE SKY GROUP + DANSKE BANK + GREENWICH ASSOCIATES + UN PRI + DE BRAUW BLACKSTONE WESTBROEK + DIAM INTERNATIONAL LTD + JP MORGAN + STAMFORD ASSOCIATES LTD + MAJEDIE ASSET MANAGEMENT LTD + ROBECO GESTIONS + SUMITOMO TRUST AND BANKING CO LTD + DRRT
For more information visit our website or download our latest agenda.
Don't forget: Register by this Friday, 19th December & SAVE up to £500!
A reminder of some of the 2009 highlights:
- How Are Institutional Investors & Pension Funds Assessing New Sources Of Return Going Forward? Find out what significant investors really think about the financial downturn and how they are considering the management of their funds going forward.
- The Facts about Institutional Investment Trends: what do institutional investors want to invest in over the next 3 years & how do they intend to get that exposure?
- How to achieve Best Practice in Fund Manager Selection: an interactive workshop, which brings together investors and gatekeepers. A unique chance to put your questions to our panels and find out how to optimise your selection processes or how to hone your pitch!
- Embedding ESG In The Mainstream: To give you insights into the practicalities of the implementation of ESG across a portfolio, we have put together an expert panel of investors from APG Investments, Hermes and USS, as well as representatives from the UN PRI to update us on responsible engagement.
- Plan Sponsor ONLY VIP dinner - Monday 23rd February: Institutional investors are our VIP guests and can attend the conference for free*. We will be hosting an exclusive investor dinner, so investors have the chance to meet and share expertise with their international counterparts.
For more information visit our website or download our latest agenda.
Call: +44 (0) 20 7017 7200
Fax: +44 (0) 20 7017 7807
Email: info@icbi.co.uk
Website: www.icbi-iffi.com
How can fund managers deliver value for their clients in turbulent market conditions?
With returns diminishing, it is imperative that fund managers re-evaluate how they can create value for the investor. As the wider economy grapples with the fall out from the banking crisis, this conference will provide a forum for the fund management industry to meet and share ideas on the key challenges and opportunities facing the sector:
- Coping with volatility: are we seeing a new paradigm in capital markets?
- Meeting client expectations in unpredictable market conditions
- How will regulation evolve in light of the banking crisis? The implications for fund managers
- Which institutions are investors most likely to trust and how can trust be rebuilt?
- How can fund managers deliver value through asset allocation
- Will the convergence between the investment practices of hedge funds and traditional managers continue?
- Understanding changing investor attitudes towards risk and money: winning the war for assets
As market conditions are evolving so rapidly, it is imperative that our conference content remains fresh and relevant. With this in mind, here are some new issues and formats for 2009:
- Have your say: participate in our new peer-to-peer discussions and then hear the opinions of industry leading speakers on your comments
Spotlight on Sovereign Wealth Funds: How great an opportunity are SWFs?
- Structured products: delivering value in a bear market
The Investor Forum: hear the asset allocation tactics of leading CIOs
Peer-to-peer discussion on absolute return: how can absolute return be achieved in current market conditions?
With markets in turmoil investors are looking for information from all sources they can find. And the Geneva Gaim International Fund of Funds conference, 11-13 November, is proving to be very popular among asset allocators as a forum for getting the very latest on investing in hedge funds and funds of funds.
Over 100 asset allocators are already registered for this timely event, so this is a great opportunity to build relationships with your current investors, and forge new relationships with those invested in the fund of hedge fund space.
So join 300 attendees in Geneva for 3 days of intense debate, stuctured networking and deal-making!
See list of allocators
Discover how you can connect with them
See list of 90 speakers
Download latest agenda
Register
We look forward to meeting you in Geneva this November!
Asa Langmaid
Marketing Manager
ICBI - Gaim International Fund of Funds
http://www.icbi-uk.com
Tel: +44 (0)20 7017 7200
Fax: +44 (0)20 7017 7807
Link to view e-update online:
http://www.icbi-uk.com/nl_online.php
November 13th, 14th 2008
Vienna, Austria
The great leveraging that had fuelled returns for so long has ended. Now is the time to
discuss the growing importance of the alternatives. Given the current climate, alternative
investments are the most suitable solution for pension funds in the long run. The Uniglobal
Research Global Pension and Alternative Investment Forum will combat the market crisis with
new innovations in Pension Fund strategies. Participants will engage in a thought provoking
experience in order to share strategies and extract solutions.
The conference will critically analyse what drives pension fund choices in today’s
complex economic environment and point out how they can successfully meet their
investment challenges.
REGISTER AT: www.uniglobalresearch.eu
BENEFITS OF ATTENDING
- A review of the latest developments within the pension funds market
- Discuss pension funds role in social security together with their
investment responsibilities
- Developing and executing your pension fund strategies effectively
in order to efficiently manage client relations
- Examine regulatory and legal environments – Achieve success
through best practice legal approaches
- Learn from key experts on optimum strategies for high-return investments
- Examine the challenges – Risk management in the pension fund industry
- Analyse the alternative strategies – The potential in mainstream
and alternative investment products
- Debating what consumers need from a pension system design
Contact: andrew_mowbray@osneymedia.com
Website: www.client-reporting.com
Overview:
Osney Media's 12 th Annual Client Reporting & Servicing conference has been designed to bring together an international line-up of practitioners from asset management firms to provide an excellent platform for discussion and case study presentations to exchange experiences and overcome challenges the current economic climate holds for client reporting and servicing departments.
This event will give you the opportunity to:
- Hear directly from The Saul Trustee Company about their expectations and the type of reporting they require
- Analyse how Nordea Asset Management ensures effective data management as prerequisite for good client reporting
- Examine how Deutsche Asset Management integrates a reporting system across all business channels globally: institutional, retail, insurance and beyond
- Assess how JP Morgan Asset Management is surmounting highs and lows of the reporting cycle in client reporting departments
- Learn from Northern Trust how to make a successful transition from mid-based to bid-based valuation within global regulatory and accounting standards
This is your perfect opportunity to question and meet industry experts from Legal & General Investment Management, Morley Fund Management, Credit Suisse, Russell Investments, F&C Asset Management, Morgan Stanley Investment Management, Baillie Gifford & Co, Majedie Asset Management, Fortis Investments, AXA Investment Managers UK, Invesco and many more.
www.terrapinn.com/2008/zurich
Based on a 6 month research project Hedge Funds World Zurich is aimed at addressing the global asset allocation as well as hedge fund specific challenges end-investors face. Now in its 11 th year Hedge Funds World Zurich will be lead by the worlds leading Chief Economists, investment strategists, star fund managers, government regulators, and leading investors. Covering topics from long/short strategy, to dealing with the liquidity crisis, to sourcing the hottest investment opportunities Hedge Funds World Zurich is not to be missed!
Key speakers & topics include:
OUTLOOK FOR 2009
Peter Clarke, Chief Executive Officer, Man Group plc
Hear first-hand how a seasoned pro has read the recent market conditions and the predictions he's making for 2009.
ROLE OF CENTRAL BANKS
Philipp Hildebrand , Vice-Chairman, Swiss National Bank
One of Europe's most respected central bankers comment on the challenges facing the global banking system and the role of central banks in the current environment.
HEDGE FUNDS & PRIVATE EQUITY
John Studzinski, Member of the Executive Committee, Blackstone Group
Hear why the marriage between private equity and hedge funds could be such a big deal for end-investors!
ALPHA GENERATION IN PRACTICE
Gerlof de Vrij, Head of Global Tactical Asset Allocation, APG Investments
Learn how Europe's largest pension fund is generating pure alpha through dynamic and diversified top-down investment strategies across all assets and risk factors.
ALPHA-BETA SEPARATION
Jaap van Dam, Chief Strategist, PGGM Investments
Understand the investment and fund selection thinking behind PGGM's construction of an alpha-beta separation strategy.
Date & Location:
1 – 4 December 2008
The Dolder Grand, Zürich , Switzerland
Please visit the website
www.terrapinn.com/2008/zurich
or e mail julia.wallace@terrapinn.com
Organiser:
Terrapinn Ltd
www.terrapinn.co.uk
www.terrapinn.com/2008/IIAUK/
Investing in Infrastructure Assets Europe has demonstrated year after year that it is able to bring together the industry's key investor and fund decision makers in one place, at Europe's leading infrastructure conference. As the first ever event to focus exclusively on examining infrastructure as an asset class, Investing in Infrastructure Assets Europe has become a globally recognised brand.
• 3 year track record of over 300 delegates annually
• 11 hours of pension fund and end investor case studies
• All the major European infrastructure funds in one place
Key speakers include:
- Ken Livingstone, Former Mayor of London
- Muhammad Ahmed, Director-General, PenCom (Nigerian Government Pension Scheme)
- Nick Ashmore, Head of Private Equity, Irish National Pensions Reserve Fund
- Peter Hofbauer, Global Head of Infrastructure, Babcock & Brown
- Phil Garling, Global Head of Infrastructure, AMP Capital Investors
- Macky Tall, Vice-President, Investments – Infrastructure, Caisse de dépôt et placement du Québec
- Kayte Alexander, Head of Alternative Investments, British Airways Pension Investment Management
- Henrik Nohr Poulsen, Head of Equities, Industriens Pension
Key topics include:
- The infrastructure cycle: who, why and what next?
- Market forces and their impact on infrastructure
- Investor choices: does the infrastructure manager still add value?
- Project finance: a brave new world?
- Risky business: what do investors need to look out for?
- East is east but west is best?
- Infrastructure: the same in all investor's eyes?
- Eyes wide shut? The essential factors that funds need to be aware of
- Protecting our infrastructure interests
- BRIC boom: urbanisation and the potential for western investors
- Investing in the American dream
- Investing in the energy boom
Date & Location:
17 – 20 November 2008
Hotel Russell, Russell Square, London , UK
Please visit the website
www.terrapinn.com/2008/IIAUK/ or
email julia.wallace@terrapinn.com
Organiser:
Terrapinn Ltd
www.terrapinn.co.uk
http://www.parmevent.com
24 - 26 November 2008
Victoria Park Plaza Hotel, London
"This remains the industry event to attend.
It is an absolute must for risk & performance professionals
in today's fast moving environment"
...not our words, but those of our attendees at last year's PARM event. We are pleased to announce the dates and venue for this year's forum. PARM16 will be taking place between the 24 - 26 November at the Victoria Park Plaza Hotel, London.
The event will once again focus on the strategic innovations being implemented and adopted by many of your peers. This year's event will include a fantastic format containing breakout roundtables, new streams and keynote out of the box guest speakers. We are currently researching the event and the draft programme will be available shortly.
We are pleased to have the following sponsors and exhibitors already confirmed for the 2008 event:
Milestone Group, Eagle Investment Systems, VPD, Orfival and Sungard.
Financial Times Global Events, The Banker and HSBC Amanah are pleased to announce the 2nd annual Islamic Financial Intelligence Summit.
This market leading event, to be held on Thursday 6th November at London’s Victoria Park Plaza, will bring together key economic players and high-profile Islamic Finance specialists to lead discussion and debate on the core issues and latest research in the world of Islamic Finance.
The event will feature specialist presentations and analysis of the findings from
The Banker Top 500 Islamic Financial Institutions Report, which ranks the Top 500 Islamic Financial Institutions by Shariah compliant assets.
As the only ranking of its kind, this authoritative research establishes just how fast the Islamic Finance sector is growing and provides a verifiable benchmark for the industry, and demonstrates both the robust size and strong growth of Shariah compliant assets.
The 2008 report shows that the Shariah compliant assets of the Top 500 have grown by 27.6% since the report of November 2007 to reach $639.1bn, continuing the healthy expansion of Islamic institutions of recent years.
Highlights of the 2008 report include:
- Number of countries: 47
- Number of registered institutions: 614
- Number of institutions reporting assets: 372
- Number of institutions reporting Shariah assets: 280
- Percentage of industry reporting assets: 60.6%
- Percentage of industry reporting Sharia assets: 45.5%
- Percentage of reporting institutions reporting Sharia assets: 75.1%
- Number of Shariah institutions: 420
- Number of conventional institutions with Shariah windows: 194
Featuring keynote speeches from some of the leading lights in Islamic Finance, such as: Mukhtar Hussain, Global CEO of HSBC Amanah, CEO Global Banking and Markets (Middle East and Africa) MENA; Dr Nasser Saidi, Chief Economist, DIFC Authority; Dr. Mohamed Nedal Alchaar, Secretary General, AAOIFI and Badlisyah Abdul Ghani, CEO, CIMB Islamic, a packed programme of quality conference content will be augmented by ample networking opportunities at an exclusive Islamic Art Exhibition and Gala Dinner.
Looking ahead to the event, Stephen Timewell, The Banker’s Editor-in-Chief, commented: “This is a must attend event for those wishing to pinpoint the latest trends and investment opportunities in this fast-evolving financial sector and hear first-hand from the researchers and contributors who compiled the authoritative Top 500 Islamic Financial Institutions Ranking and Research Report.”
Speaking about the value of the Top 500 Ranking and Research, Nabeel A Shoaib Global Head of HSBC Amanah commented: "The listing has become a viable benchmark setting the standards for an industry that has rapidly evolved from a niche to a mainstream in the global financial landscape. We are excited to join hands again with FT Global Events and The Banker for this high-profile Islamic finance summit."
The Islamic Financial Intelligence Summit is organised in association with HSBC Amanah and sponsors and partners include Dubai International Finance Centre
(strategic partner), Oracle i-flex solutions (technology partner), FTfm (media partner),
FT mandate, Professional Wealth Management and Foreign Direct Investment (official publications).
For more information on the Islamic Financial Intelligence Summit, including a full agenda, please go to: www.ftglobalevents.com/islamicsummit2008
For more information on the Top 500 Islamic Financial Institutions Report, please go to: www.thebanker.com/islamicfinance
For all media and press enquiries, including press accreditation, interviews, or media partnerships, please contact:
In London
Martin Duffy
Head of Marketing
Financial Times Global Events
Email: martin.duffy@ft.com
Tel: +44 (0) 207 775 6339
Mobile: +44 (0) 7912 188 709
In Dubai:
Luke McGreevy
Associate Publisher
Financial Times Business
Email: luke.mcgreevy@ft.com
Tel: +971 (0) 43914398
Mobile: +971 (0) 508763027
The EDHEC Alternative Investment Days in London on December 9 and 10 will feature not only EDHEC's academic experts and industry-based research associates, but also a distinguished line-up of speakers representing institutional investors, regulatory authorities and industry players.
The theme of this year's Hedge Fund Roundtable, in partnership with CNBC Europe and the International Herald Tribune, will be 'Shareholder activism: an incentive or a threat to better governance and value creation?'.
Moderator Martin Baccardax, News Editor with CNBC Europe will be joined by Niall Bohan, Head of Unit, Asset Management, European Commission; Antonio Borges, Chairman, Hedge Fund Standards Board; Paul Frentrop, Head of Corporate Governance, APG Investments; Stephan Howaldt, Chief Executive, Hermes Focus Asset Management Europe; and Anne Simpson, Executive Director, International Corporate Governance Network.
Other distinguished panel experts participating at the EDHEC Alternative Investment Days will include:
- Nigel Labram, Head of Pension Fund Management, Hermes
- Arjan Berkelaar, Lead Investment Strategist, Asset Allocation and Quantitative Strategies, The World Bank
- Terry Raby, Operational Risk Manager, Universities Superannuation
Scheme
- Michaela Attermeyer, Head of Asset Management, VBV Pensionskasse
- Frederic Methlow, Chief Investment Officer, AVS-AHV
- Martin Källström, Senior Portfolio Manager, Alternative Investments,
- Tony Worth, Investments Officer, Avon Pension Fund
- Boris Ashavsky, Chief Risk Officer, Zurich Alternative Asset Mgt
- Sarah Fromson, Head of Investment Risk and Performance,
- Theo Jeurissen, Chief Investment Officer, PMT
- Sally Bridgeland, Chief Executive Officer, BP Pension Trustees
- Pranay Gupta, Deputy Chief Investment Officer, Pearl Group
- Fons Lute, Managing Director, Alternative Strategies, PGGM
- Jaap Maassen, Director of Pension Administration, APG
- Frans De Wit, Senior Investment Manager, Beta Portfolios, PGGM
- Wouter Pelser, Chief Investment Officer, Mn Services
- Robert Johnson, Deputy Chief Executive Officer, CFA Institute
- Stephan Wrobel, Partner, Diapason Commodities Management
- Erik Valtonen, Chief Investment Officer, AP3
- Jan Baars, Head of Actuarial Policy and Research, PGGM
- Rob Schreur, Head of Investments, Philips Pension Fund
- Colin Lawrence, Director of the Prudential Risk Division, Financial Ser
Authority
- Robina Barker-Bennett, Head of Structured Products, Bank of Scotland
- Robert McAdie, Global Head of Credit Strategy, Barclays Capital
You will find the conference programme here. To register online, please visit http://www.regonline.com/eaid2008.
For any further information, please contact Mélanie Ruiz at EAID2008@edhec-risk.com or by telephone: +33(0)4 93 18 78 19.
NB: To coincide with the new publication dates of the RDR, Osney Media will host the 2nd Annual Financial Services Distribution Summit on the 9th and 10th December 2008. Book your place today and join the discussion about the future impact of the RDR and network with the industry's leaders.
The two-day programme is jam-packed and has been designed to focus specifically on the business-critical issues that matter to the industry.
Key discussion points include:
* The importance of effective relationships with advisers
* Could remuneration changes minimise client turnover?
* Lessons from IFAs in building long-term relationships with customers
* Is there a mis-match between the value of advice and the price a consumer is willing to pay?
* Can the average consumer differentiate between sales and advice?
* Will the banks dominate the mass market and become a main competitor?
* A life company's survival options post RDR - evolution or revolution?
The full programme is available online at www.FSDS.co.uk
Furthermore: If that's not enough, you will have the opportunity to pass your key questions to the chairman at the beginning of the event (anonymously!) and time has been scheduled into the programme for relaxed discussions, meaning that you can drive the content of the event on the day!
Our expert speaker panel includes:
* Amanda Bowe, Head of Retail Distribution Review, Financial Services Authority
* Mike Wilson, Chairman, St. James's Place
* Jasper Berens, Head of Intermediary Sales, JPMorgan
* Chris Cummings, Director General, Association of Independent Financial Advisers
* Alan Easter, Group Head of Strategy Distribution, The Money Portal
* Andrew Fisher, Chief Executive Officer, Towry Law Group
* Robert Fletcher, Strategic Director, Scottish Widows
* Stephen Gay, Director of Distribution Development, Norwich Union Life & Pensions
* Peter Jolly, Head of Distribution Policy, Standard Life Financial Services
* Dominic Lindley, Policy Adviser, Which?
* Peter Mann, Chief Executive Officer, Bankhall
* Gareth Marr, Director, The Red House
* Trevor Matthews, Chief Executive Officer, Friends Provident
* Lee Robertson, CEO, Investment Quorum
Please take the time to view the online programme to find out more about the speaker line up and agenda. Places are limited, so register online today on www.FSDS.co.uk or alternatively, for a PDF brochure, send an email to mariame_lindell@osneymedia.com .
May 26-28, 2009
Carton House, Maynooth, Co. Kildare
Ireland
Tuesday 25.11.08 - Wednesday 26 November 2008
New venue: Centre de conférences, Luxembourg-Kirchberg
59, Boulevard Royal
L - 2449 Luxembourg
Phone : +352 22 30 26 - 1
Fax : +352 22 30 93
Thursday 15.01.09
Chamber of Commerce, Luxembourg-Kirchberg
Association of the Luxembourg Fund Industry - ALFI
59, Boulevard Royal
L - 2449 Luxembourg
Phone : +352 22 30 26 - 1
Fax : +352 22 30 93
Phone: +353.1.607.3900
Fax: +353.1661.5663
Website: http://www.ocallaghanhotels.com/dublinmain/davenport.aspx
IQPC
January 27 - 29, 2009
· Venue to be confirmed, Stockholm, Sweden
0800 652 2363 or +44 (0) 20 7368 9300 or email enquire@iqpc.co.uk
http://www.iqpc.com/ShowEvent.aspx?id=132350
Implementing Operational Excellence to achieve cost reduction, build value for your customer, and drive productivity
December 08 - 10, 2008
The Café Royal, London, UK
0800 652 2363
http://www.iqpc.com/ShowEvent.aspx?id=134338
Following the success of ICMA's 2007 Primary Market Forum, this year's event will replicate the same format, bringing together the international fixed income community including, borrowers, issuing banks and law firms to debate the business issues and regulatory developments affecting the issuance of international debt.
Inevitably the central focus of the forum will be on the market turbulence and its impact on the issuing trends of convertibles, equity hybrids and covered bonds as well as on the future of structured products. The Forum will also include a session on the changing regulatory landscape, touching on proposed changes to the Capital Requirements Directive, the UK Special Resolution Regime, EU rating agency regulation and Prospectus Directive gold plating, amongst other initiatives. The need for global regulatory harmonisation & cooperation will also be considered. The Primary Market Forum will take place in London on the afternoon of November 11, 2008 and is open to both members and non-members of the Association. The event will be of interest to compliance officers, lawyers, syndication teams, borrowers, issuers and investors in the global capital markets.
Registration
Registration for this event is free of charge. To register please e-mail your Name, Job Title and Company name to katy.butler@icmagroup.org . ICMA would also like to remind you that the Primary Market Certificate (PMC) will take place on November 17-21, 2008 in London, a week following the Primary Market Forum. Please click here for more information and registration details.
LDI Europe 2009 - De-risk your fund without sacrificing returns, by taking home the latest, most efficient techniques the industry has to offer The credit crisis and the ongoing turbulence in capital markets have brought risk avoidance and managing volatility to the fore. As a result, there is an ever greater need to balance these with meeting increases in liabilities and increasing returns. This has contributed to 40% of European funds planning to implement LDI, double the number one year ago. Finance IQ's 5th annual Liability Driven Investment Europe 2009
http://www.ldisummit.com/nl/ldi/enewsletter will explore the latest strategies to maximise returns whilst executing a risk-controlled portfolio. Discover how to close your liability deficits and re
turn to the office with practical advice
from our leading speaker faculty, including:
* Richard Grottheim, Chief Executive & CIO, AP7
* Jaap van Dam, Chief Strategist, PGGM
* Brian Zuro, Chief Counsel, Vivendi Universal
* Dick Kamp, Director, Super de Boer
* James Davis, Investment Strategy & Innovation Director, Ontario Teachers' Pension Plan
* Martin Clarke, Executive Director of Financial Risk, Pension Protection Fund
* Gerlof de Vrij, Head of Global Tactical Asset Allocation, APG Investments * Olivier Poswick, Head of Portfolio Management, GDF Suez
* Professor Gordon L Clark, co-author of 'Best-practice pension fund governance', Oxford University
* Gareth Derbyshire, Chairman, National Association of Pension Funds Accounting Standards Working Group
Call: +44 (0)207 368 9300 Fax: +44 (0)207 368 9301
Email: enquire@iqpc.co.uk/
Visit: www.ldisummit.com/nl/ldi/EFM
27th-29th January 2009 Beau-Rivage Palace,
Laussanne, Switzerland EPID 2009: Surviving The Credit Crisis
Shaping Pensions & Investment Strategy to Withstand
Financial Volatility Risk and Socio-Economic Uncertainty
How valuable is the opportunity to hear real and honest opinions regarding the deterioration of global financial security and the future prospects of the European and Global pensions and investment sector?
Email: eventsmarketing@efinancialnews.com
Website: www.efinancialnewsevents.com/conference/etffrankfurt/
Date: 5 November 2008
Location: Hilton Frankfurt, Germany
Contact: Anna or Cordelia
Phone: + 44 (0) 20 7426 3333
Early Bird discount: £395 if you sign up before 12 September
Please quote IIETF.EFM in all correspondence
Institutional investors and family offices may apply for a complimentary attendance!
Hear the views on….
- Current markets trends and predictions for 2009 and beyond
- Most popular ETFs and the reasons behind it
- ETFs structure and listing as well as portfolio characteristics
- Different sectors overview
- Relation between product providers and investors
- Institutional and private investors approach towards investing in ETF
- Effective asset allocation using ETFs from a provider and an investor perspective
Investing in ETF’s – October/November 2008, Frankfurt
Technology for the Sell Side – 14 October 2008, London
India Summit 2009, London
London Marriott West India Quay
Financial Services Outsourcing European Summit 2009, presented by FSO Knowledge Xchange, is a premier one day summit focused specifically on outsourcing in the financial services industry (banking, capital markets and insurance). This summit will bring together senior decision makers, leaders and practitioners from the financial providers services industry, service, law firms, regulators and outsourcing enablers in an interactive environment. Financial Services Outsourcing Annual Summit 2009 will focus on the emerging trends, analysis, executive perspectives and enterprise case studies in the domain of financial services outsourcing with a special focus on European investment management industry.
For more information and registration information, please visit:
www.events.fsokx.com
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