Paris Fund Industry Forum INVITATION

Transcription

1 INVITATION Zurich, Wednesday 29th May 2013 Park Hyatt Hotel

2 Share innovative solutions to face global concerns The first annual forum held in Switzerland will focus primarily on answering the needs of professional investors. It will highlight how to find dynamic players along the whole fund value chain and how to stay ahead of the curve when looking for innovative asset management opportunities, both in long-only and alternative investments. The issue of choosing the most appropriate fund domicile will also be tackled and the French authorities will present their views on how Paris is dealing with the changing landscape of European regulation. With a combination of keynote addresses, lively panel discussions and informative case studies, attendance is essential for those professionals seeking detailed analysis for choosing the best fund and asset management solutions. Visitors will become acquainted with a host of highranking management companies, French boutiques, auditors, custodians and data providers to find European answers to global questions. The forum will also give you the opportunity to connect with French asset managers and custodians to discuss on specific topics during personal meetings. We are looking forward to meeting with you in Zurich! Paul-Henri de La Porte du Theil Chairman AFG (French Asset Management Association) Romain Guizard International Development Manager AFG (French Asset Management Association) Personal Meetings The forum will give you the opportunity to connect with event partners during three 30-minute personal meetings throughout the day (alone or in small groups, depending on the particular demand). Please use the backside of the registration form to let us know the parties which are of interest for you. Please disclose as well the time preference (morning or lunch session respectively lunch or afternoon session). The registration forms with your requests will be collected and handled according to desire. Every visitor will get his personal program by separate mail approx. ten days before the forum takes place (taking into account every preference made, as far as possible on a «first registered» basis).

3 Program Registration and Coffee Welcome address by Paul-Henri de La Porte du Theil, Chairman, AFG Opening address by His Excellency Michel Duclos, French Ambassador to Switzerland How to benefit from a dynamic fund industry in a (post-)crisis environment Round table with Stéphane Toullieux (Chief Executive Officer, Financière de l Echiquier), Eric Dérobert (Group Head of Public Affairs, CACEIS), Didier Saint- Georges (Member of the Investment Committee, Carmignac Gestion), Delphine Charles-Péronne (Tax Director, AFG) and Emmanuel Doumas (Deputy Head of Savings and Financial Markets Division, French Treasury). Moderator: Patrice Berge-Vincent, Partner, PwC Asset Management Regulatory Coffee Break & Personal Meetings Innovative asset management: what are the key trends? Round table with Henri Chabadel (Head of Investment Solutions, Groupama Asset Management), Jean-Marie Mercadal (Deputy Chief Executive Officer, OFI Asset Management), Patrick Rivière (Managing Director, La Française Group), Nicola Vasta (Chief Executive Officer, CCR Asset Management) and Muriel Faure (Chief Executive Officer, FOURPOINTS Investment Managers and Vice-Chairperson, AFG). Moderator: Jean-François Bay, Chief Executive Officer, Morningstar France Address by Raoul Wuergler, Deputy Secretary General, Association of Foreign Banks in Switzerland Lunch Break followed by Personal Meetings How to strike a balance between transparency, innovation and risk? Round table with François Bonnin (Chief Executive Officer and Founding Partner, John Locke Investments), Gilles Guérin (Chief Executive Officer, THEAM, BNP Paribas Investment Partners), Stéphane Mauppin-Higashino (Head of the Investment Specialists Team, Amundi), Alain Leclair (Chairman, EMERGENCE the French Emerging Asset Manager Seeding Platform) and Natasha Cazenave (Head of Asset Management Regulation Policy Division, Autorité des Marchés Financiers, AMF). Moderator: Valérie Lazaro, Head of Fund Analysis and Reporting Production, EuroPerformance a SIX Company Address by Ed Moisson, Head of UK & Cross-Border Research, Lipper Coffee Break & Personal Meetings End of Paris Fund Industry Forum 3rd edition

4 PARIS FUND INDUSTRY FORUM We are pleased to invite you and your colleagues to the first event held in Switzerland. The primary purpose of this event is to show how Paris domiciled companies can optimize your future investment strategies. This comprehensive and exclusive platform of Paris-based players will help to exchange knowledge, experience and views on investment strategies. It will feature experts from both the theoretical and practical fields, as well as representatives from industry, fund associations and public authorities. AFG (the French Asset Management Association) and Paris Fund Industry will focus on the following key themes: regulation, perspectives, products and performance. There will be first-rate speakers and specialist moderators with experience in various fields. The event is aimed at employees of asset management companies, independent financial advisors, pension funds and other qualified investors, fund of funds managers, fund distribution platforms as well as third party marketers, private banks, insurance companies, wealth managers and investment bankers. Cordially invited are also industry-related service providers like attorneys, consultants in tax, legal or financial structuring or business consultants as well as media representatives. Are you interested? Then register as soon as possible using the attached registration form or via the dedicated website Additional forms are available upon request. Please note that the number of attendees is limited and thus registrations will be treated in chronological order. Further information is available: AFG (French Asset Management Association) Sensus Communication Consultants Mr Romain Guizard Mr Jan Gregor 31, rue de Miromesnil, F Paris Bederstrasse 51, CH-8002 Zürich Phone: Phone: info@parisfundindustry.com parisfundindustry@sensus.ch Lead sponsors Investing together

5 Registration Title Last name Job title First name Company Address I would like to participate in the following «personal meetings» (max. 3 to choose): Choice Morning or lunch session Lunch or afternoon session q q Low volatility management Gilles Guérin, Chief Executive Officer, THEAM, BNP Paribas Investment Partners q q AIFM and Switzerland: a view from both sides EU and Switzerland Philippe Bens, Managing Director, CACEIS (Switzerland) SA q q Positive returns in difficult markets: Carmignac Patrimoine range Marco Fiorini, Head of Country Switzerland, Carmignac Gestion q q Volatility management Hatem Dohni, Co-Chief Investment Officer, and Régis Gaston-Breton, Head of International Sales, CCR Asset Management q q Which potential for quality growth stocks in the current low growth environment? Franz Weis, Senior Portfolio Manager, COMGEST q q European best picks: where is the hunt? Stéphane Toullieux, Chief Executive Officer, and Jérôme Blanc, Head of International Development, Financière de l Echiquier q q Systematic asset management: is it of any value? François Bonnin, Chief Executive Officer and Founding Partner, John Locke Investments q q Investing in French commercial real estate: what are the opportunities in 2013? Philippe Lecomte, Chief Executive Officer, La Française AM International and Marc Bertrand, Managing Director, La Française Real Estate Managers q UCITS credit arbitrage strategy Stanislas Grenet, Portfolio Manager, and Charles Soullard, Head of Sales, OFI Asset Management q US Equities Market, time to invest! Jean-Marie Mercadal, Deputy Chief Executive Officer, and Charles Soullard, Head of Sales, OFI Asset Management q q How sector allocation can be a genuine source of performance Tristan Abet, Head of Portfolio Management, OpenMind Asset Management q q Investing in the leaders benefiting from global growth Muriel Faure, Chief Executive Officer and Michel Raud, Chief Investment Officer, FOURPOINTS IM q q How to get access to a performing Paris fund marketed internationally: Rouvier Evolution Albert Veyrenc, Deputy Managing Director, CM-CIC Securities, and Philippe Lang, Fund Manager, Partner and Head of the Swiss Branch, Rouvier Associés q q Investing in European infrastructure and real estate debt René Kassis, Managing Director, Head of Infrastructure and Real Estate Debt Fund, La Banque Postale Asset Management

6 AFG (the French Asset Management Association) and Paris Fund Industry are happy to invite you to the first PARIS FUND INDUSTRY FORUM in Switzerland. Attendance is free of cost. To register, please complete the backside of this talon including your requests for the short personal meetings. Additional forms are available upon request. Please note that the number of attendees is limited and thus registrations will be treated in chronological order. After having registered, you will get a quick note. Two weeks before the forum takes place, every visitor will also get his personal program by separate mail. You can also register on the dedicated website: A Sensus Investor & Public Relations GmbH Herrn Jan Gregor Bederstrasse 51 CH 8002 Zürich