Innovative products and investment solutions in international private banking

Transcription

1 To Register T: +44 (0) E: structuredproductsonline.com/spswitzerland October 2008, Hôtel Beau-Rivage, Geneva Innovative products and investment solutions in international private banking Co-sponsor: Exhibitors:

2 T: +44 (0) E: This year, Structured Products Private Banking, the third Swiss event for Structured Products magazine, widens its focus to look at the position of structured products in the international private banking arena within which Switzerland plays a central role. EXPONENTIAL GROWTH Switzerland is one of the oldest and largest markets for structured products, dominating Europe in terms of sales. Despite difficult circumstances, overall activity remains at a high level, driven by demand from international clientele for new products, and foreign issuers increasing their efforts in the private banking market. PRIVATE BANKING VALUES Private banking professionals are distinguished by the manner in which they look after their clients assets and understand their risk/return profiles. Traditional models don t always fit, and internationally, private bankers are looking at structured products as innovative investment solutions. GENERATING ALPHA In order to meet the demands of an increasingly sophisticated and international client base, private banking professionals are finding that they must be armed with a working knowledge of how to generate significant alpha using innovative investment solutions. ACCESS TO NEW MARKETS There is a strong focus on the strategic role of new markets such as Russia, Asia, the Middle East and the Americas, and what strategies and products will gain access to new wealth centres for private bankers in competitive and global private banking and wealth management markets. Event benefits: v Intensively researched agenda with local and international input from structured products market experts v The only structured products event in Switzerland designed to actively educate distributors and advisors about innovative investment solutions v Expert speakers will actively encourage interaction and Q&A in their presentations ensuring that debate and discussion ensues v Extensive networking opportunities include an exhibition, catered lunch and breaks, champagne roundtable finale and the popular interactive business networking session Structured Products events schedule 2008 Structured Products Ireland 17 September 2008 IRELAND Structured Products West Coast USA September 2008

3 structuredproductsonline.com/spswitzerland2008 Speakers: Alexander Kotchoubey, Head of International Business Development for Eastern Countries, LOMBARD ODIER DARIER HENTSCH & CIE Serge Lignot, Director, Structuring & Advisory - Capital Market Products Europe & North America, LANDSBANKI ISLANDS HF Adrien Manset, Vice President, Advisor Equities, Interest rates and Funds, Structured Products Solutions, SG PRIVATE BANKING Dr Fabio Oreste, Chief Executive Officer, HF FIRST FINANCIAL Hughes Pirotte, Professor of Finance, SOLVAY BUSINES SCHOOL & Academic Expert, LUXEMBOURG SCHOOL OF FINANCE Samir Raslan, General Manager, GMM Central, Eastern, Northern Europe and Africa, CITIBANK (SWITZERLAND) Markus Ruffner, Partner, NPB NEUE PRIVAT BANK AG Mathieu Sevestre, Associate Local Head, Structured Products Solutions Switzerland, SG PRIVATE BANKING Who should attend? Chiefs, Global Heads, Heads, Managing Directors, Directors, Senior Vice Presidents & Vice Presidents of: v Family offices v Independent asset managers v Wealth managers v Private banks v Hedge funds v Institutional advisors v Private client advisors v Portfolio managers Your questions answered: Speakers are expecting to answer your questions about the structured products market v Is it possible to generate significant alpha during times when markets are volatile? v How are international banks adjusting their strategies to the requirements of Russian and CIS investors? v Valuation, pricing and suitability of structured products: is there a comprehensive approach? v Can inflation-linked products meet end-investor expectations in today s market conditions? v What strategies and products will gain access to new wealth centres? Structured Products Asia September 2008 Structured Products Italia October 2008 Structured Products Europe November 2008 Interested in other regional events? Visit structuredproductsonline.com/events

4 Programme Thursday 2 October 2008 morning 8.30 Registration and refreshments 8.50 Welcome address: STRUCTURED PRODUCTS MAGAZINE 9.00 Opening address: Future trends and opportunities for structured investment products in international private banking 9.30 Masterclass: The evolving art of portfolio management - what s the latest? v Understanding the value of structured products in portfolio management v The value of structured products in portfolio diversification v Investing in new asset classes facilitated by structured products v Complex structured products as new challenge for managing portfolio risks v Avoiding pitfalls with appropriate selection of structured products Markus Ruffner, Partner, NPB NEUE PRIVAT BANK AG Structured products and private banking: preserving Swiss values in an evolving and international private banking landscape v What are the new priorities for private clients? v How are structured products faring in the current volatile markets? v How can structured products generate added value as part of an integrated investment process? Speaker to be confirmed Morning break and an opportunity to visit the exhibition Masterclass: The evolution of structured products in managing investments for CIS clients v Overview of the CIS markets and future opportunities v Correlations to global peers for many sectors is providing new hedging alternatives v Indexing & ETFs as a product alternative v Using structured products as a portfolio management tool Alexander Kotchoubey, Head of International Business Development for Eastern Countries, LOMBARD ODIER DARIER HENTSCH & CIE Masterclass: New developments in the structured FX markets v Diversified exposure to the FX markets v Investments versus funding applications v Why strong curves and volatility make FX-linked products more attractive to investors Speaker to be confirmed Extended session led by expert academic: Valuation, pricing and suitability of structured products: a comprehensive approach v Key building blocks in valuing structured products v Examining standard market-driven structured products: from capital-protected instruments to range accrual swaps v The particular case of credit derivatives: how far can financial engineering go? v From the pure product model to real financial planning and solutions: ensuring suitability, client satisfaction and continuing growth Led by Hughes Pirotte, Professor of Finance, SOLVAY BUSINES SCHOOL & Academic Expert, LUXEMBOURG SCHOOL OF FINANCE 1.00 Lunch and an opportunity to visit the exhibition Co-sponsor Sponsorship Opportunities Celebrating over 120 years of operations, Landsbanki is the leading financial institution in Iceland. The bank provides retail and corporate banking, investment banking, capital markets services, asset management and wealth management for private banking clients. Having built on its strong foundations in Iceland, Landsbanki has successfully expanded to become a modern, universal bank. Today, Landsbanki employs more than 2,500 employees in 17 countries. Based in London, Capital Market Structuring and Advisory Group provides advice and structuring services for all types of asset classes and payoffs. Benefiting from a competitive infrastructure, the Group s success is based on client focus approach, dynamism, and flexibility. To find out how your organisation could benefit from sponsoring or exhibiting at this event, please contact Peter Petkov on: Telephone: +44 (0) peter.petkov@incisivemedia.com

5 Programme Thursday 2 October 2008 afternoon 1.00 Lunch and an opportunity to visit the exhibition 2.00 Masterclass: Searching for Alpha in volatile times: a comparison between FoHFs and structured products v Is it possible to generate significant alpha while keeping the volatility low, even during turbulent times? v Are structured products with underlying hedge funds equally valid to a fund of hedge fund? v What are the entailed advantages or disadvantages? Dr Fabio Oreste, Chief Executive Officer, HF FIRST FINANCIAL 2.30 Masterclass: Opportunities in inflation-linked structured products v Commodity inflation and resulting volatility/correlation opportunities v How inflation-linked products meet end investor expectations in today s market conditions? v Gaining exposure to inflation whilst avoiding risk v Short term versus long term inflation products higher return or the threat of deflation? Serge Lignot, Director, Structuring & Advisory - Capital Market Products Europe & North America, LANDSBANKI ISLANDS HF 3.00 Masterclass: Using structured investments to get exposure to agricultural and soft commodities v Why have softs and ags become so attractive to investors? v Accessing the agricultural and soft commodities markets: what opportunities are now available to investors? v Food vs. fuel how the biofuels debate is driving soft commodities demand and pricing Speaker to be confirmed 3.30 Interactive business networking giving delegates the opportunity to meet everyone in an organised setting (bring plenty of business cards!) The networking will be followed by a short break with refreshments before the next session commences 4.00 Masterclass: Tailor-made structured products linked to hedge funds strategies v Structured products: A different way to access hedge funds v Portfolio management benefits from using a structured product on hedge funds v Creation of dedicated structured products notes v How to structure and adapt your investment constraints by selecting the appropriate structured products Adrien Manset, Vice President, Advisor Equities, Interest rates and Funds, Structured Products Solutions, SG PRIVATE BANKING Mathieu Sevestre, Associate Local Head, Structured Products Solutions Switzerland, SG PRIVATE BANKING 4.30 Champagne roundtable: Conquering new markets in private banking v Frontier markets - tomorrows emerging markets v The strategic role of the Middle East for Swiss private bankers v Private banking in the Americas North and South v Asia what can be learnt from China Moderator: Samir Raslan, General Manager, GMM Central, Eastern, Northern Europe and Africa, CITIBANK (SWITZERLAND) Panellist: Brice Beumo, Director, DANFONDS Further panellists to be confirmed 5.20 Closing remarks 5.30 End of conference 5.40 Cocktail reception Exhibitors Modelity provides financial institutions with state-of-the-art technologies for managing structured products and providing financial advice. The company s Modelity/Structures solution facilitates an advanced relationship between the structurer, the distributor and the client. Modelity/Structures manages all the various aspects of a product throughout its entire lifecycle, such as sales & advice, client support, and back-office operations. Modelity/ Structures bridges the gap between the complexity of structured products and the private client s comprehension. The solution is based upon Modelity s core technology for financial modeling (FiMoML) which significantly shortens the time to market of new products through its ease of use. NASDAQ OMX Global Financial Products (GFP) is engaged in the design, development, calculation, licensing, and marketing of NASDAQ OMX indexes. GFP specializes in the development of indexes focusing on NASDAQ OMX s brand themes of innovation, technology, growth, and globalization. GFP also provides custom index services and design solutions as a third-party provider to selected financial organizations. For more information about NASDAQ OMX indexes, visit Company General Securities Services (SGSS) offers fund managers, private banks, market halls and issuers, a complete range of services for complex derivatives, including independent valuation services, middle office, and management risks for structured products and OTC for all asset classes (rates, foreign exchange, equity, credit, inflation, raw materials and classes hybrids). SGSS Conservative ranks 8th World (Source: globalcustody.net) with * billion euros of assets held. SGSS administers * funds representing 499 billion euros of assets. The conservation activities worldwide SGSS are rated CU2 + and activity trustee TR2 +. Company General Securities Services (SGSS) is present on the main financial markets and has more than 4000 people. * Figures at the end of March STOXX Ltd. is a joint venture of Deutsche Börse AG, Dow Jones & Company and SWX Swiss Exchange. Launched in 1998, in advance of the European Monetary Union, the introduction of the euro and the creation of the Eurozone, the Dow Jones STOXX Indices became Europe s leading equity indices in a fast and impressive success story. By consistently responding to market requirements, STOXX Ltd. further expanded its strategy beyond Europe. Together with Dow Jones Indexes, STOXX Ltd. operates as a globally integrated index provider, covering the world markets developing, maintaining, distributing and marketing a comprehensive global family of strictly rules-based and transparent indices. These are licensed to more than 800* companies around the world as the basis for investment products. *As per November &

6 For more than 3 delegate bookings, please contact Customer Services to discuss a group discount on tel: + 44(0) October 2008, Hôtel Beau-Rivage, Geneva Code: Please do not cover this box as it contains important marketing information Register now For European office registration Post: Complete this form and send it to Conference Administration at: Incisive Financial Publishing Ltd Haymarket House, Haymarket, London, SW1Y 4RX, UK Telephone: +44 (0) Fax: +44 (0) conf@incisivemedia.com VIP No: Booking Details Registration Details Please complete your details below in BLOCK CAPITALS t i t l e f i r s t n a m e l a s t n a m e j o b t i t l e/p o s i t i o n d e pa r t m e n t a d d r e s s c i t y For buy-side institutions*: VAT For other institutions** (apply for a place at VAT * Buy-side institutions include private banks, asset managers, institutional investors, and family offices c o u n t r y t e l e p h o n e c o m p a n y p o s t/z i p c o d e fa x Quote this VIP number to save 100! ** Other institutions include sell-side institutions: structuring asset managers, consultants, technology vendors and law firms. For US & Canada office registration Post: Complete this form and send it to Conference Administration at: Incisive RWG Inc, 270 Lafayette Street, Suite 700, New York, NY 10012, USA Telephone: +1 (212) E-Fax: +1 (646) conf@incisivemedia.com Book online structuredproductsonline.com/spswitzerland2008 Visit the Incisive Media web site for an update on our forthcoming conferences, courses and for information on our magazines/books at incisive-events.com In order that we process your registration with maximum efficiency, we request that a copy of this booking form accompanies your payment. Your registration fee includes morning refreshments, lunch, afternoon refreshments, your conference/seminar materials and the conference cocktail party. If you require an invoice please inform us stating whether you need an original or a fax copy. We accept company cheques, credit cards and bank transfers. Please allow a minimum of seven working days for a bank transfer to reach us and phone or fax us when it has been sent. Please state the event name and delegate name to which it relates. e m a i l a p p r o v i n g m a n a g e r training m a n a g e r Payment Details I enclose a cheque payable to Incisive Financial Publishing Ltd. Please debit my amex visa maestro i s s u e n u m b e r : 4809/08 Hôtel Beau-Rivage, Geneva 13 Quai du Mont-Blanc 1201 Genève- Suisse Tel: +41 (0) Fax: +41 (0) c a r d n o account address if different from above mastercard diners club v a l i d f r o m d a t e: e x p i r y d a t e A limited number of rooms at special discounted rates have been reserved at Hôtel Beau-Rivage for Structured Products Private Banking attendees. You are advised to make your reservation as early as possible as rooms are in high demand. To make a booking, please contact the Hotel directly and quote Incisive Media to obtain the group rate. s i g n a t u r e d a t e Incisive Finanicial Publishing Ltd. VAT No: GB For companies in EU member states only: Please write your VAT/TVA/BTW/IVA/ MCMS/MWST/FPA number here Warning: Structured Products is a registered trademark, and the titles, contents and style of this brochure are the copyright of Incisive Media. We will act on any infringement of our rights anywhere in the world. Incisive Media. Cancellation: A refund (less 10% administration fee) will be made if notice of cancellation is received in writing three weeks before the event. We regret that no refunds can be given after this period. A substitute delegate is always welcome at no extra charge. Disclaimer: The programme may change due to unforeseen circumstances, and Incisive Media reserves the right to alter the venue and/or speakers. Incisive Media accepts no responsibility for any loss or damage to property belonging to, nor for any personal injury incurred by, attendees at our conferences, whether within the conference venue or otherwise. Data Protection: By registering for Structured Products Private Banking Incisive Media will send you further information relating to this event. In addition we will send you information about our other relevant products and services which we believe will be of interest to you. If you do not wish to receive other relevant information from Incisive Media via a particular medium please tick the following relevant boxes: mail ; phone ; fax ; . Incisive Media will also allow carefully selected third parties to contact you about their products and services. If you do not wish to receive information from third parties via any of the following media please tick the relevant boxes: mail ; phone ; Please tick if you are happy to receive relevant information from carefully selected third parties by and fax.