th November monday 1

Transcription

1 th November monday 1

2 PROGRAM Monday 24 th November Conference Room A (Auditorium) 9:45 10:15 10:15 11:00 11:00 11:45 11:45 13:00 ETPD Stream by SIX 16:00 Welcome & introduction on the opportunities of the Ticino financial center FRANCO CITTERIO (President - Ticino for Finance) Risk Factor Allocation: A New Investment Paradigm? THOMAS MERZ (Head ETF Europe - UBS) Rethinking Fixed Income AHMED TALHAOUI (Head of the EMEA Fixed Income Strategy - Blackrock) Economic, Fiscal and Financial governance of the Euro Area. What went wrong? What did we do to fix it? What should we do in the medium long term? JEAN-CLAUDE TRICHET (former President European Central Bank) Welcome speech ALAIN PICARD (Head Product Management - SIX Swiss Exchange) ANDRÉ BUCK (Head Sales - SIX Structured Products) Sponsored Funds OLIVER HEUSSER (Head Funds Secondary Trading Bank Julius Baer & Co.) Pension solutions MICHAEL KOELLIKER (Structured Asset Management - Leonteq Securities) PANEL: Challenges, innovations & trends associated with passive investment products Moderator: MARTIN RAAB (Managing Editor - Derivative Partners) -CLAUDIO TOPATIGH (Head Sales Structured Products-Notenstein Privatbank) - REDA ZEBDI (Vice President - ishares) - BENOIT GARCIA (Head of Sales ETF & Indexing, Switzerland Amundi) -ERIC BLATTMANN (Head of Public Distribution Fin. Products -Bank Vontobel) Where are the world economy and financial markets going? DOMINICK SALVATORE (Professor of Economics - Fordham University in NY) Simultaneous translation provided by 2

3 PROGRAM Monday 24 th November Conference Room A (Auditorium) 16:00 16:45 Asset Backed Securities ROBERT WAKIYAMA (Fund Manager - Credit Suisse) 16:45 17:15 17:15 18:15 Opportunities in the Hybrid Bond space JOËL SUTER (Chief Investment Officer - Crossinvest) SERGIO ATTILI (Investment Advisor - Independent Capital Advisor) PANEL: Risk Parity and Beyond: how to best capture return premiums in a risk-balanced diversified portfolio? -Moderator: ANDREAS STEINER (Andreas Steiner Consulting GmbH) -PETER SCHLAGBAUER (Fund Manager Multi Asset Solutions - Raiffeisen CM) -PAOLO CAVATORE (Fund Manager - Banca Zarattini & Co.) -AURÈLE STORNO (Head of the Asset Allocation Team Lombard Odier Investment Managers) -URS SCHUBIGER (CIO Asset Management) 18:15 19:30 LFF Cocktail sponsored by Simultaneous translation provided by 3

4 PROGRAM Monday 24 th November Conference Room B 9:30 10:10 10:10 10:45 10:45 11:15 11:15 12:00 PANEL: Luxembourg Funds, Services and Solutions: Opportunities for Italy and Ticino Moderator: WALTER SNYDER (Ticino Representative for Finimmo Lux. &FLAG) MARGHERITA BALERNA BOMMARTINI (CFO - Casa4Funds) LUCA P. COMPARATO (Managing Partner - Phoenix Investment Managers) MICHEL LEGLER (Partner - Crédit Privé de Placement e d`intermédiation) PANEL: Perchè domiciliare fondi a MALTA? I vantaggi e la testimonianza di un operatore del Ticino Moderatore SIMONE MENEGHINI (Head Repr. Office, Milan - Bank of Valletta) JOSEPH CAMILLERI (Head Business Development - Valletta Fund Services) ANDREW MANDUCA (Chairman - Deloitte Malta) MASSIMO PAOLO GENTILI (Founder - Gentili & Partners) LETIZIA GRAZIANI (Investment Compliance and Risk Manager - Pharus Mgmt ) PANEL: Amicorp Fund Services: Domiciles for Funds and Fund Managers Key challenges and opportunities GIANLUCA TADIELLO - Introduction RUDOLPH PSAILA - Malta - Pole position for funds and fund managers CLAUDIO CECCHINI - Why Asset Managers should consider Caribbean jurisdictions GIUSEPPE RIZZO - Luxembourg - Launch your own fund within an AIFMD compliant platform Representation of Foreign Collective Investment Schemes in Switzerland WALTER KELLER (Head of Foreign Fund Representation - BNP Paribas) 4

5 PROGRAM Monday 24 th November Conference Room B SFAMA Session 16:15 16:15 16:55 Swiss Asset Management Initiative Where we are, where we go MARKUS FUCHS (Managing Director SFAMA) Federal Financial Services Act (FFSA) + Financial Institutions Act (FinIA) Wrapping the asset management DIANA IMBACH HAUMÜLLER (Senior Legal Counsel SFAMA) SFAMA Directive on Transparency + SFAMA Directive on Distribution - Impact on representatives and distributors THOMAS ZIMMERLI (Senior Legal Counsel SFAMA) Casa4Funds third party management company: your gateway to Luxembourg MARGHERITA BALERNA BOMMARTINI (Swiss Branch Manager Casa4Funds) 16:55 17:40 Dubai a true financial centre Cyprus for International Business SAVVAS SHIATIS (Director - Oneworld, Cyprus) COSTAS IOANNOU (CEO - Oneworld MidEast, Dubai) 18:15 19:30 LFF Cocktail sponsored by 5

6 PROGRAM Monday 24 th November Conference Room C 9:40 10:20 10:20 11:00 11:10 11:45 14:35 14:35 15:10 15:10 15:45 15:45 16:20 16:20 17:00 17:00 18:00 18:15 19:30 Il lato oscuro dei benchmarks GIOVANNI BOTAZZI (Author of studies concerning market statistical topics) European Economy between deflation risk and stimulus hope: what strategy for European Equity Market? ALESSANDRO GUZZINI (CEO - Finlabo) Outlook 2015 on the main currencies PETER ROSENSTREICH (Market Strategy Swissquote) L'approccio sistematico EBPA (Evidence Based Portfolio): casualità no grazie! RICCARDO AMBROSETTI (CEO & Founder - Ambrosetti AM) Target Strategy: a practical application to ETFs and ETCs DANIELE BERNARDI (Chairman - Diaman Sicav) Beta intelligente o diversificato? Da una monarchia a una democrazia degli indici Come e perché ROBERTO E. FORTE (Director Institutional Clients Asset Management) FIDAworkstation: strumenti di gestione portafoglio e controllo del rischio LUCA LODI (Head of Research - FIDA Finanza Dati Analisi) Megatrend Forex Robot PIETRO PACIELLO (Founder - Uptrend Advisory) Sponsored by ActivTrades Bitcoin e blockchain-technologies: una nuova economia? GIACOMO ZUCCO (Bitcoin consultant) LFF Cocktail sponsored by 6

7 th November tuesday 7

8 PROGRAM Tuesday 25 th November Conference Room A (Auditorium) 9:30 10:15 10:15 11:00 11:00 11:45 11:45 13:00 14:45 14:45 15:30 15:30 16:15 16:15 17:15 Emerging Market Debt: Smoke But No Fire EDWIN GUTIERREZ (Head of Emerging Market Sovereign Debt- Aberdeen AM) Active asset allocation why now? GREGOR HIRT (Chief Investment Officer Europe & Switzerland, Global Investment Solutions - UBS Global Asset Mgmt) Credit Suisse Market Outlook ANJA HOCHBERG (CIO Switzerland & Europe - Credit Suisse) PANEL: The Euro and the future equilibrium with other currency systems Moderator: DOMINICK SALVATORE (Professor of Economics - Fordham University in NY) - JEAN-CLAUDE TRICHET (former BCE President) - EDWIN GUTIERREZ (Senior Investment Manager - Aberdeen AM) - BRUNO ROVELLI (Head of Investments Advisory, Milan - BlackRock) - ANJA HOCHBERG (CIO Switzerland & Europe - Credit Suisse) - GREGOR HIRT (CIO - UBS Global Asset Mgmt) Not All Emerging Emerging Markets are Created Equal! MARK MONSON (Senior Fund Manager Emerging Markets - Raiffeisen Capital Mgmt) Rates & FX: Double Digit Returns in a Low Yield Environment ADRIAN OWENS (Investment Director - GAM) The best of both worlds - seeking superior opportunities in High Grade and High Yield Credit: The crossover segment BBB-BB (5B) KEVIN CORRIGAN (Head of Credit Mgmt - Lombard Odier) PANEL: The online trading market in Switzerland Introduction: MARIO VALENTINO GUFFANTI (Vice President - SAMT) Moderator: ALBERTO VIVANTI (Vice President - SAMT) VITTORIO CORNARO (Executive Vice President - CornerTrader) CARLO ALBERTO DE CASA (Senior Analyst - ActivTrades) FOUAD BAJJALI (CEO - IG Bank) Simultaneous translation provided by 8

9 PROGRAM Tuesday 25 th November Conference Room B 9:30 10:10 10:10 10:50 11:10 11:40 11:40 12:20 14:45 14:45 15:30 15:30 16:15 Mitigating risk and downside protection JEROME NUNAN (Investment Director Multi-Asset and Equities - Aviva Investors) Be ready to face any interest rate environment ALAN CAUBERGHS (Investment Director Fixed Income Schroders) JB Absolute Return Europe Equity: un vero e proprio fondo equity market neutral DÉSIRÉE MÜLLER (Portfolio Manager - Swiss & Global Asset Management ) Italia a passo di lumaca per quanto ancora la ripresa rimarrà un miraggio? LUCA MEZZOMO (Head of Macroeconomic & Fixed Income Research - Intesa Sanpaolo) A positive yield potential for all market environments BLAISE RODUIT (Senior Portfolio Manager - Swisscanto) L uso di Fondi UCITS Alternativi nella Gestione del Portafoglio FEDERICO FOGLIETTA (Vice President - Morgan Stanley) PANEL: Absolute Return Strategies Moderator: GIANLUCA BALDINI (Managing Editor - Blue Financial Communication) - ENRICO CAMERA (Senior Fund Manager - GAM) - WILL NEF (Fund Manager UBP) - DANILO CALVI (Founding Partner - Portfolio Lab Investments) 9

10 PROGRAM Tuesday 25 th November Conference Room C 9:45 10:30 10:30 11:15 11:15 12:00 14:40 14:45 15:30 Dukascopy Bank SA - Swiss FX Marketplace JACQUES SALE (Head of Sales for the Italian Market Dukascopy Bank) CLAUDIO GATTA (Business Development Manager Dukascopy Bank) VLAD YERMAKOFF (Institutional & Business Dev. Manager Dukascopy Bank) Asset allocation conditional to business cycle and macro uncertainty MAURIZIO LUISI (Market Specialist - Bloomberg) L utilizzo delle opzioni nelle gestioni patrimoniali: copertura dei rischi o altre opportunità? STEFANO ZANCHETTA (CEO Cube Finance) Investire nella Rivoluzione Energetica Americana SIMONA GAMBARINI (Research Analyst - ETF Securities) Ottimizzazione di portafoglio antifragile, a prova di "cigni neri" RICCARDO DONATI (Founder - Redexe Risk & Finance) Sponsored by ActivTrades 10