SFI International Wealth Management Retreat. September 1 4, 2013, St. Moritz, Switzerland Badrutt s Palace Hotel, St. Moritz

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1 SFI International Wealth Management Retreat September 1 4, 2013, St. Moritz, Switzerland Badrutt s Palace Hotel, St. Moritz

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3 Welcome Welcome to the SFI International Wealth Management Retreat We are very pleased to invite you to this year s retreat in St. Moritz, from September 1 to 4, While you can certainly expect stimulating input from our speakers, it is you, the participants, who will lay the foundations for lively and challenging debates. We hope this retreat, which focuses on key topics for dealing with wealthy clients in the banking field, surpasses your expectations and provides you with enriching and stimulating input. To help you with the day-to-day schedule, we have compiled this guide, which includes the detailed program and some general information about the venue. We are looking forward to an enjoyable and productive time in St. Moritz. Yours faithfully, Dr. Gabriela Maria Payer Head of Education Member of the Management Board

4 The SFI International Wealth Management Retreat 2013 Objective The SFI International Wealth Management Retreat 2013 focuses on the business and relationship challenges specific to UHNW (ultra-high-net-worth) wealth management around the world with a particular emphasis on China. The retreat functions as a platform for senior executives who want to better understand how to shape their business and who want to test their views against research findings and the experience of their peers. The current environment for banking remains challenging, requiring new answers to numerous questions and raising new ones. That is why this year s retreat looks at where to find solutions beyond wealth management. We specifically focus on three main topics: How to engineer wealth management in an environment of change, how to address the wealth dislocation from the West to the East, and how to engage with the wealthiest clients at the top level of banks. The retreat targets senior executives, enabling them to: understand the strategic, organizational, and individual aspects of adapting to or better anticipating new challenges in wealth management; discuss specific ideas and emerging best practices with top researchers, industry leaders, and distinguished peers from around the world; strengthen their international network Concept The retreat provides a framework within which participants are able to openly address key issues faced in wealth management. Methods and tools specific to managing individual wealth, and based on world class research and empirical evidence, are presented within this framework. CEOs and the most senior executives and board members put these concepts into the contexts of the market and institutional culture. Challenging discussions then add to the individual experience of each participant so that true insights can be developed. Group work, case discussions, and social events are all finely tuned to achieve a maximum of mutual learning. Participant Profile: Who Will You Meet? The retreat is specifically designed for senior executives from private banking and wealth management institutions, typically on a managing-director level or above. Admittance is selective, and Swiss Finance Institute takes great care to ensure an international mix of peers. Typically, two-thirds of participants are CEOs of a business area or sit on executive committees. Around two-thirds of participants come from outside Switzerland.

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6 Sunday, September 1 Beyond Wealth Management The wealthiest Opens 5:00 p.m. Connecting to the World Ultra Wealth David Leppan, Chairman, Wealth-X, Singapore Monday, September 2 Wealth Management Engineering for Change 8:30 10:00 a.m. The World Economy Prof. Philippe Bacchetta, the University of Lausanne and Swiss Finance Institute 10:30 midday Where Will Regulation Stop? Martin Naville, CEO, Swiss-American Chamber of Commerce, Zurich 1:30 3:00 p.m. Asset Management and Optimization Prof. Karl Schmedders, the University of Zurich and Swiss Finance Institute 3:30 5:00 p.m. Regulation and Litigation: Increase and Globalization Dr. Thomas Werlen, Quinn Emanuel and the University of St. Gallen 5:00 6:00 p.m. Panel: Wealth Engineering Are There Recipes for Success? Selected speakers from the day 7:00 11:00 p.m. Social Event in the St. Moritz region

7 Tuesday, September 3 The challenge of wealth dislocation from west to east 08:30 10:00 a.m. Insights into Swiss and Asian Investment Behaviors Associate Prof. Annie Koh, Singapore Management University 10:30 midday Sharing High Growth Across Generations in China Prof. Fabrizio Zilibotti, the University of Zurich 1:30 2:15 p.m. Understanding China Douwe van den Oever, DomainShift, Shanghai Dr. Liqun Wang, QSC Foundation, Lugano 2:15 3:00 p.m. How to Engage with the Wealthiest Clients in Asia Joe Stadler, Global Head UHNW, UBS, Zurich 3:30 4:15 p.m. Banking in Asia Stephen Richards Evans, Standard Chartered, London 5:00 6:00 p.m. Panel: Wealth Dislocation How to Grow with The East Selected speakers from the day 7:00 11:00 p.m. Social Event in the St. Moritz Region Giovanni Segantini, La natura, , Segantini Museum St. Moritz

8 Wednesday, September 4 New paradigms for top client relationships a.m. Behavioral Finance in Client Behavior Prof. Thorsten Hens, the University of Zurich and Swiss Finance Institute midday Client Relationship for CEOs and Board Members Interactive Workshop midday 2.00 p.m. Plenary Discussion (including light lunch): What s Beyond Wealth Management? Dr. Gabriela Maria Payer, Swiss Finance Institute 2.30 p.m. Retreat ends Program subject to change Swiss Finance Institute is a private foundation created in 2006 by Switzerland s banking and finance community in cooperation with leading Swiss universities. It supports and advances research, doctoral training, and education in banking and finance. The institute is supported by the Swiss banks, the Swiss stock exchange, Swiss universities, and the Swiss federal government.

9 Schedule and Fees Schedule The retreat runs from 5:00 p.m., Sunday, September 1, to 2:30 p.m., Wednesday, September 4. Lectures take place between 08:30 a.m. and 6:00 p.m. Evenings are reserved for special events. Venue As is to be expected of a five-star luxury hotel in the heart of the Swiss Alps, Badrutt s Palace Hotel offers every conceivable service and comfort, all in a house of great lineage and tradition. The well-being of each guest is paramount, and this is a maxim that has made this noble house in the heart of Engadin famous worldwide with both young and old. Detailed information can be found at St. Moritz is one of the world s most famous holiday resorts. Chic, elegant, and exclusive with a cosmopolitan ambiance, it is located at 1,856 meters above sea level in the heart of the Upper Engadin lake landscape. The dry, sparkling champagne climate is legendary and the celebrated St. Moritz sun shines for an average of 322 days a year. Application To register for the SFI International Wealth Management Retreat, please complete the enclosed registration form and return it to Swiss Finance Institute by July 31, Early registration is recommended. Fees The fees are CHF 8, (incl. VAT) which covers tuition, course material, lunches, dinners, refreshments, and special events. Hotel accommodation (incl. breakfast) is charged separately. Language The retreat is conducted in English. Certificate On completion of the retreat, participants will receive a Certificate of Attendance. Further Information and Inquiries More detailed information can be found on our web site or contact Carmen Gantenbein: T +41 (0) , Carmen.Gantenbein@sfi.ch

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12 Walchestrasse 9 CH Zurich T +41 (0) F +41 (0) Carmen.Gantenbein@sfi.ch