6 th Annual Middle East Institutional Investor Summit April 29, 2014 Emirates Palace, Abu Dhabi

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2 The Summit brings together a select group of global economists and CIOs with the Middle East s investment community to discuss global investment strategies, themes and risks in international markets. The event will follow a very private format that promotes dialogue and debate between investors. It will be by invitation only and limited in numbers. Tuesday, April 29, :00-09:00 Registration and Continental Breakfast 09:00-09:05 Opening Remarks 09:05-09:30 Interview: Achieving Sustainable Returns This interview will bring to light how George Washington University are achieving sustainable returns while protecting their portfolio from downside risks. How are you structuring your portfolio to achieve stability, and capture both growth and opportunities in the market? How important are direct coinvestment deals with other end investors to your overall strategy? Do you think it is possible to get truly uncorrelated returns with a portfolio? Are alternative strategies in fixed income necessary to obtain yield? Do most alternative strategies mean taking on a higher level of risk within the fixed income portfolio? Where are the best opportunities for investors at the moment? Donald W. Lindsey, CFA Chief Investment Officer The George Washington University 09:30-09:50 Presentation: Alternative Sources of Returns in Fixed Income Christopher Iggo Global CIO, Fixed Income AXA Investment Managers 09:50-10:30 Panel Discussion Capturing Investment Opportunities: Is it Time for New Strategies? Recent years have shown us how interconnected and complex markets are and how investment models once thought dependable can be dangerous and unreliable. This panel will debate if investors should be adopting new strategies in order to capture opportunities, or if sticking with past investment techniques and managing return expectations are the real answer. How is direct investment enabling sophisticated investors to capitalize on opportunities? Should active managers be back in favour? What alternative fixed income strategies can be adopted without taking on additional risk? Which hedge fund strategies are best suited for today s markets? What are the challenges with multi asset strategies? How nimble do investors need to be in order to make the most of new investment strategies? Where are the best investment opportunities in the year ahead? Tom Joy Director of Investments Church Commissioners for England

3 10:30-11:00 Coffee Break 6 th Annual Middle East Institutional Investor Summit Tomas Franzén Chief Investment Strategist Second Swedish National Pension Fund (AP2) Christopher Iggo Global CIO, Fixed Income AXA Investment Managers 11:00-11:40 Panel Discussion Preparing for the Next Big Risks To capture investment opportunities many investors are adopting new strategies and changing their internal structures. A return of confidence has also meant investors are reducing costly hedges against perceived risks. Do we risk forgetting past lessons? Is the return of inflation the most important risk for investors in the near future? How should investors manage currency risk in emerging markets? Are the biggest risks this year going to be political? How will the Fed s policy to ease back monetary stimulus impact markets? What risks would rising interest rates in the US and UK pose for investors? How is the trend towards direct investing going to mitigate risks? Is financial regulation around the world reducing risk for investors? To what extent can risk be reduced by having uncorrelated investments within your portfolio? Timothy Hayes Chief Global Investment Strategist Ned Davis Research Donald W. Lindsey, CFA Chief Investment Officer The George Washington University Patrick Daniels Managing Partner Robbins Geller Rudman & Dowd LLP 11:40-12:30 Breakout Sessions Each Breakout Session will start with a 10 minute presentation on a subject matter chosen by investors. This will be followed by 30 minutes of Q&A. Breakout A: How Investors Can Maximize Recoveries from LIBOR, CDS and Forex Global Regulatory Actions Chaired by: Patrick Daniels Managing Partner Robbins Geller Rudman & Dowd LLP Breakout B: US Politics and Fed Policy Chaired by: Timothy Hayes Chief Global Investment Strategist Ned Davis Research

4 12:30-13:50 Lunch 6 th Annual Middle East Institutional Investor Summit Guest Speaker: Simon Copleston General Counsel and Board Secretary Abu Dhabi Commercial Bank 13:50-14:20 Guest Speaker Impact of Investor Behaviour on Markets and Risk Peter Stanyer Author The Economist Guide to Investment Strategy 14:20-15:00 Panel Discussion Increasing Your Allocation to Europe: A Good Idea? This session will discuss the investment opportunities available in Europe and determine if there is still value to be had. Where is value to be found in Europe? How is the political landscape in Europe impacting the performances of businesses on the ground? What are the biggest opportunities and short term risks for investors in Europe? To what extent are banking and fiscal union happening in the Eurozone? Are the banks well capitalized? Are investors returning to fundamental analysis when deciding on their exposure to European markets? How will a slowdown in China impact European companies? How is the situation in Ukraine expected to impact investors in Europe? Stephen Saint-Leger Managing Director, Head of Investment Strategy Research, Europe Cambridge Associates Adrian Cunningham Company Secretary European Parliament Pension Fund Peter Stanyer Author The Economist Guide to Investment Strategy Joanne Perez Co-Head of Policy and Markets UK Debt Management Office 15:00-15:50 Breakout Sessions Each Breakout Session will start with a 10 minute presentation on a subject matter chosen by investors. This will be followed by 30 minutes of Q&A. Prominent local and international investors will be invited to moderate the Q&A.

5 Breakout C: The Health of the UK Gilt Market and Post Budget Funding Strategies Breakout D: to be confirmed 15:50-16:20 Coffee Break Speaker: Joanne Perez Co-Head of Policy and Markets UK Debt Management Office 16:20-17:00 Panel - Outlook for the Middle East This panel will provide a unique insight into the outlook for Middle East economies. Where are the best growth opportunities in the region? How are markets expected to perform? What is the outlook for countries still struggling to cope following the Arab Spring? How concerned should investors be with the situation in Syria and Egypt? Do you see American and European influence in the region changing? Could youth unemployment destabilize countries? How is social media going to impact political reform over the next five years? How is social media contributing to economic growth? Panelists to be confirmed 17:00-18:00 Cocktail Reception