RISK MORE ASSETS! Conference on 9 October 2014, Falkenstein Grand Kempinski, Königstein im Taunus

Transcription

1 RISK MORE ASSETS! Conference on 9 October 2014, Falkenstein Grand Kempinski, Königstein im Taunus

2 RISK MORE ASSETS! Asset management is challenging. The (in retrospect) comfortable time of the years and decades up to 2007, when it was possible to use of almost every setback on the financial markets for purchases, is over. It will not come back. Nonetheless the markets continue to offer attractive investment and yield opportunities.»risk more assets!«is, therefore, the title of the first Fund Experts Forum in Königstein im Taunus near Frankfurt am Main. International top speakers and fund managers and select decision makers from private wealth management will discuss in an exclusive setting about the situation on the capital markets and will examine where the ratio of risk to return is still fine and where caution needs to be exercised. With the Fund Experts Forum, Frankfurter Allgemeine Zeitung launches an exclusive information and networking platform, which started in Switzerland and is now staged for the first time in Germany. The Fund Experts Forum is supported by fundinfo and many renowned investment companies. PARTNER ab IN COOPERATION WITH

3 THE SPEAKERS Stephen Attenborough, First Employee and Commercial Director at Virgin Galactic Norman Boersma, Chief Investment Officer Global Equity Group at Franklin Templeton Investments Pierre Drach, Managing Partner of Independent Research GmbH, Germany s largest independent firm of analysts Aymeric Forest, Head of Multi-Asset Investments at Schroder Investment Wolfgang Kuhn, Head of Pan-European Credit at Aberdeen Asset Management Alexander Leisten, Country Head Germany at Fidelity Worldwide Investment Dr. Martin Lück, European Economist at UBS Investment Bank Ingo R. Mainert, Managing Director and CIO Balanced Europe at Allianz Global Investors Europe Luca Paolini, Chief Strategist at Pictet Asset Management Prof. Dr. Tomáš Sedláček,»Shooting Star«amongst the economists and author of the bestseller»economics of the Good and the Evil«. Chief Macroeconomic Strategist at Československá obchodní banka, a.s. (ČSOB) and advisor to the EU Commission Prof. Dr. Didier Sornette, risk researcher and founding member of the Risk Center as well as initiator of the Financial Crisis Observatory at ETH Zurich Jens Spudy, Founder and Managing Partner of Spudy & Co. Family Office GmbH, the largest multi-client family office in Europa Prof. Dr. Dr. h.c. Martin Weber, Professor of Finance focussing on Asset Allocation and Behavioral Finance THE GROUP TALKS John W. Beck, Senior Vice President and Director of London Fixed Income, Franklin Templeton Fixed Income Group Raphaelle Moysan, CFA Investment Specialist Director, Aviva Investors Alex Crooke, Head of Global Equity Income, Henderson Global Investors Andrew Dreaneen, Head of Schroder GAIA Business Development, Schroder Investment Christian von Engelbrechten, Portfolio Manager, Fidelity Worldwide Investment Gregor Hirt, CIO, Global Investment Solutions, UBS Global Asset Management Xavier Hovasse, Fund Manager, Carmignac Steven Nicholls, Head of Fixed Income Product Specialists, Aberdeen Asset Management Hans Peter Portner, Senior Investment Manager, Pictet Asset Management Dr. Manfred Schlumberger, Portfolio Manager and Spoekesperson of the Board, BHF-TRUST Jörg de Vries-Hippen, Managing Director and CIO European Equities, Allianz Global Investors Europe Lutz-Peter Wilke, Director and Portfolio Manager, BlackRock The Presenters Heike Buchter, Wall Street Correspondent, New York German Press Manfred Köhler, Editor, Frankfurter Allgemeine Zeitung Dyrk Scherff, Editor, Frankfurter Allgemeine Sonntagszeitung

4 PROGRAM CONFERENCE ON 9 OCTOBER 2014 RISK MORE ASSETS! 9:30 am Registration and distribution of the documentation for participants 10:00 am Welcome 10:05 am KEYNOTE Money and meaning: Is Europe more than sum of its economies? Der Sinn des Geldes: Ist Europa mehr als die Summe seiner Ökonomien? Prof. Dr. Tomáš Sedláček, Tschechoslowakische Handelsbank 10:30 am PANEL Beyond uncertainty? The return to euphoria and risk. Jenseits der Unsicherheit? Die Rückkehr zu Euphorie und Risiko. Pierre Drach, Independent Research Alexander Leisten, Fidelity Worldwide Investment Dr. Martin Lück, UBS Investment Bank Jens Spudy, Spudy & Co. Family Office Prof. Dr. Dr. h.c. Martin Weber, University of Mannheim Presenter: Dyrk Scherff, F.A.S. 11:30 am KEYNOTE Take smart risk! Wagen Sie das Risiko! Ingo R. Mainert, Allianz Global Investors Europe 12:00 noon Lunch

5 RISK MORE ASSETS! CONFERENCE ON 9 OCTOBER :00 pm GROUP TALKS Fund Managers answer questions by the participants in three rounds. 1 Emerging Markets Debt* Steven Nicholls, Aberdeen Asset Management 2 European Equities Jörg de Vries-Hippen, Allianz Global Investors Europe 3 Global Convertibles Absolute Return/Absolute Winners* Raphaelle Moysan, Aviva Investors 4 Multi-Asset Lutz-Peter Wilke, BlackRock 5 Emerging Markets Equities* Xavier Hovasse, Carmignac 6 German Equities Christian von Engelbrechten, Fidelity Worldwide Investment 7 Flexible Allocation Dr. Manfred Schlumberger, BHF-TRUST 8 Fixed Income* John W. Beck, Franklin Templeton Fixed Income Group 9 Global Equity Income* Alex Crooke, Henderson Global Investors 10 Thematic Investing Hans Peter Portner, Pictet Asset Management 11 Alternative Investments* Andrew Dreaneen, Schroder Investment 12 Overall Asset Allocation Gregor Hirt, UBS Global Asset Management 1:15 to Group Talks 2:00 pm Round 1 2:15 to Group Talks 3:00 pm Round 2 3:15 to Group Talks 4:00 pm Round 3 * Marked talks will take place in English.

6 PROGRAM CONFERENCE ON 9 OCTOBER 2014 RISK MORE ASSETS! 4:00 pm Coffee Break 5:00 pm Welcome to the evening event 5:05 pm KEYNOTE Systemic risks and financial bubbles: The foreseeability of crises. Systemische Risiken und Spekulationsblasen: Die Vorhersehbarkeit von Krisen. Prof. Dr. Didier Sornette, ETH Zürich 5:30 pm PANEL Investment trends: Get out of the comfort zone! Trends in der Kapitalanlage: Raus aus der Komfortzone! Norman Boersma, Franklin Templeton Investments Aymeric Forest, Schroder Investment Wolfgang Kuhn, Aberdeen Asset Management Luca Paolini, Pictet Asset Management Presenter: Heike Buchter, new york german press 6:30 pm KEYNOTE OUT OF THE BOX The adventure of commercial space travel. Das Abenteuer der privaten Raumfahrt. Stephen Attenborough, Virgin Galactic from 7:00 pm Flying Dinner Simultaneous interpreting will be available for all marked programme items.

7 VENUE Falkenstein Grand Kempinski Debusweg Königstein im Taunus Built by Emperor Wilhelm II, surrounded by a large park of landscape architect Heinrich Siesmayer, the Falkenstein Grand Kempinski boasts a luxurious setting and a unique blend of tradition and modernity. Located in the forest of a historical nature park overlooking Königstein, the 5 star property offers a spectacular view of the skyline of the metropolis of Frankfurt and the Rhein-Main region up to the Odenwald. OVERNIGHT ACCOMMODATION AND TRAVEL If you book by 22 August, a limited quota of hotel rooms will be available for this event at special rates, together with a shuttle service between the Falkenstein Grand Kempinski and Frankfurt am Main main station as well as the airport. CONTACT If you have any questions, please contact us! Infoline: fundexpertsforum.com CONCEPT AND CONTENT Panagiotis Siskos, Director Finance and Banking Further information and registration

8 Frankfurter Allgemeine Forum Forum Executive GmbH Hellerhofstraße Frankfurt am Main Photo title and back: Protasov AN Shutterstock