th November monday 1
PROGRAM: Monday, 24 th November Conference Room A (Auditorium) 9:30 10:15 10:15 ETPD Stream by SIX 16:00 Welcome & introduction on the opportunities of the Ticino financial center FRANCO CITTERIO (Ticino for Finance) Risk Factor Allocation: A New Investment Paradigm? THOMAS MERZ (Head UBS ETF Europe) 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 BCE President) 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 (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 (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
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 19:30 LFF Cocktail Opportunities in the Hybrid Bond space JOËL SUTER (Chief Investment Officer - Crossinvest AG) SERGIO ATTILI (Investment Advisor - Independent Capital Advisor) PANEL: Risk Parity and Beyond: how to best capture return premiums in a risk-balanced diversified portfolio? -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) -URS SCHUBIGER (CIO - 1741 Asset Management) Moderator: ANDREAS STEINER (Andreas Steiner Consulting GmbH) Simultaneous translation provided by 3
PROGRAM: Monday, 24 th November Conference Room B 9:30 10:10 10:10 10:45 10:45 11:15 11:15 12:00 Luxembourg Funds, Services and Solutions: Opportunities for Italy and Ticino Moderator: WALTER SNYDER (Ticino Representative for Finimmo Luxembourg &FLAG) Panel on Malta -Deloitte Malta - Valletta Fund Services (Title to be disclosed) (Amicorp) Representation of Foreign Collective Investment Schemes in Switzerland WALTER KELLER (Head of Foreign Fund Representation - BNP Paribas) SFAMA Session 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 17:35 17:35 19:30 LFF Cocktail Dubai a true financial centre Cyprus for International Business SAVVAS SHIATIS (CEO - Oneworld Ltd, Cyprus) COSTAS IOANNOU (CEO - Oneworld MidEast Ltd, Dubai) 4
PROGRAM: Monday, 24 th November Conference Room C 9:40 10:20 10:20 11:10 14:35 14:35 15:10 15:10 15:45 15:45 16:20 16:20 17:00 17:00 18:00 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) (Title to be disclosed) (1741 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) 19:30 LFF Cocktail 5
th November tuesday 6
PROGRAM: Tuesday, 25 th November Conference Room A (Auditorium) 9:30 10:15 10:15 17:15 Emerging Markets Debt EDWIN GUTIERREZ (Senior Investment Manager - 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) The Euro and the future equilibrium with the other currency systems PANEL - JEAN-CLAUDE TRICHET - EDWIN GUTIERREZ (Senior Investment Manager - Aberdeen AM) - BRUNO ROVELLI (Head of Investments Advisory in Milan - BlackRock) - ANJA HOCHBERG (CIO Switzerland & Europe - Credit Suisse) - GREGOR HIRT (CIO - UBS Global Asset Mgmt) Moderator: DOMINICK SALVATORE 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 Investment Managers) Panel mercato del trading online in CH Introduction: MARIO VALENTINO GUFFANTI (SAMT) Moderator: ALBERTO VIVANTI (SAMT) PATRICK FUCHS (CornerTrader) CARLO ALBERTO DE CASA (Senior Analyst - ActivTrades) FOUAD BAJJALI (CEO - IG Bank) Simultaneous translation provided by 7
PROGRAM: Tuesday, 25 th November Conference Room B 9:30 10:10 10:10 10:50 11:10 11:40 11:40 12:20 12:20 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 on absolute return strategies - ENRICO CAMERA (Senior Fund Manager - GAM) - WILL NEF (Fund Manager UBP) - DANILO CALVI (Founding Partner - Portfolio Lab Investments) Moderator: GIANLUCA BALDINI (Coordinamento redazione - Bluerating) 8
PROGRAM: Tuesday, 25 th November Conference Room C 9:45 10:30 10:30 11:15 11:15 12:00 12:00 14:40 Dukascopy Bank SA - Swiss FX Marketplace JACQUES SALE (Head of Sales for the Italian Market Dukascopy) CLAUDIO GATTA (Business Development Manager Dukascopy) VLAD YERMAKOFF (Insitutional & Business Development Manager Dukascopy) Asset allocation conditional to business cycle and macro uncertainty MAURIZIO LUISI (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 9