Better regulation Clearer information More protection

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Rudolf Barnett
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1 alfi spring conference Better regulation Clearer information More protection centre de conférences kirchberg, luxembourg march 13th & 14th, 2012

2 floor plan exhibitors BOOTH N COMPANY BOOTH N COMPANY BOOTH N COMPANY 30 acarda S.à r.l. 29 Actuate 8 ALFI Info Desk 24b Allianz Global Investors 24 Arendt & Medernach 46 BNP Paribas Securities Services 1 BNY Mellon 12 BoardVantage 40 Bonaire Software Solutions LLC 47 Bonn & Schmitt Avocats 23 CACEIS 4 CADIS 7 Clearstream Banking 41 Confluence 38 Credit Suisse 36 Diamos 22 Ernst & Young 51 Finesti S.A. 52 fundinfo AG 13 Funds Europe Limited 31 GAMBIT Financial Solutions S.A. 42 HSBC Securities Services 27 IDS GmbH - Analysis and Reporting Services 14 IFBL Institut de Formation Bancaire 15a IFE 43 Ignites Europe 18 ING Luxembourg 49 KNEIP 9 KPMG 10 Loyens & Loeff 45 MDO Services 37 Milestone Group 26 Morningstar Luxembourg S.à.r.l 32 much-net financial software & services S.à r.l. 20 Multifonds 35 Newsmanagers 17 Northern Trust 44 PricingDirect Inc. 33 Princeton Financial Systems 39 Profidata Group 50 PwC 11 RBC Dexia 28 RBS (Luxembourg) S.A. 53 RR Donnelley 25 SimCorp 48 Société Générale Securities Services 16 Sowatec AG 21 State Street 2 SunGard 19 Swiss & Global Asset Management Ltd. 3 Thomson Reuters 5 TransPerfect Translations 15b Trendiction 34 UBS 6 VP Fund Solutions

3 programme day 1 Better regulation tuesday 13th march 2012

4 programme day 1 a.m. - tuesday 13th march Registration & breakfast Status of the industry and ALFI s response Marc Saluzzi, Chairman, ALFI, Luxembourg Chairperson s introduction José-Benjamin Longrée, Co-Chairman, ALFI Conferences & Communication Committee The role of ESMA in the upcoming supervision of the fund industry Claude Kremer, President, European Fund and Asset Management Association (EFAMA), Brussels Steven Maijoor, Chairman, European Securities and Market Authority (ESMA), Paris CEO interview: evolving investment appetite and behaviour in times of uncertainty Interviewee: Nigel Fielding, Country Chief Executive Officer, HSBC, Luxembourg Interviewer: Keith O Donnell, Managing Partner, Atoz, Luxembourg Refreshment break and visit of the exhibition area Fund governance in turbulent times Moderator: Henry Kelly, Independent Director, KellyConsult, Luxembourg Denise Voss, Conducting Officer, Franklin Templeton Investments, Luxembourg Graham Goodhew, Director and Conducting Officer, JPMorgan Asset Management, Luxembourg Alain Guérard, Managing Director, ManagementPlus, Luxembourg Jordan Kitson, Head of Finance, Bluebay Asset Management Ltd., London Apocalypse is not for tomorrow Bruno Tertrais, Senior Research Fellow, Fondation pour la recherche stratégique, Paris Chairperson s wrap up and closing remarks Lunch kindly hosted by Allianz Global Investors and Arendt & Medernach

5 programme day 1 p.m. - tuesday 13th march Chairperson s introduction Michael Ferguson, Partner, Asset Management Leader, Ernst & Young, Luxembourg Cross-border product strategy in the post UCITS IV era Thomas Wiesemann, Member of the Global Executive Commitee, Allianz Global Investors Holding GmbH, Frankfurt am Main UCITS IV: 9 months later Moderator: Freddy Brausch, Partner, Linklaters LLP, Co-Chair of the ALFI Legal and Regulatory Committee, Member of the ALFI Board, Luxembourg Stephen Crocombe, Managing Director, Product Development and Range Management, BlackRock, London David Glassey, Head of Legal & Compliance, Pioneer Asset Management S.A., Luxembourg Martin Jufer, Member of the Executive Board, Chief Operating Officer, Swiss & Global Asset Management Ltd., Zurich KIID statistics in Luxembourg Jean-Paul Heger, Deputy Head of Investment Fund Supervision, Commission de Surveillance du Secteur Financier, Luxembourg Dominique Valschaerts, Director, Finesti, Luxembourg KIID implementation: the practitioners experience Moderator: Chris Stuart Sinclair, Director, Enterprise Risk Services, Deloitte, Luxembourg Guy Dauger de Caulaincourt, Head of UCITS IV Project, AXA Investment Managers Paris, Paris la Défense Bob Kneip, Chief Executive Officer, KNEIP, Luxembourg Dominique Valschaerts, CEO, Director, Finesti, Luxembourg Steven Wicki, Executive Director, Head of UCITS IV Project, Vontobel Asset Management, Zurich Refreshment break and visit of the exhibition area Complex UCITS a new category of UCITS born? Moderator: Olivier Carré, Partner in the Financial Services Consulting Practice, PwC, Luxembourg Heike Hövekamp, Head of Investment Funds Transaction Structuring CM-EMC, Commerzbank AG, Frankfurt am Main Maria Koch, BCFS, Head of Fund Structuring for Europe and Asia, Barclays Capital Fund Solutions, London Alain Dubois, Chairman, Lyxor Asset Management, Paris David Moroney, Global Head of Retail Structuring, Fund Structuring and Structured Funds, RBS, London Clemens Reuter, Head UBS ETFs, Zurich Chairperson s closing remarks from Alfi Gala Dinner at "Cercle Cité", Place d'armes. Not included in the conference registration. Bus transport at 18:15 and 18:30 outside conference centre. Don't forget your gala dinner badge!

6 programme day 2 Clearer information wednesday 14th march 2012

7 programme day 2 a.m. - wednesday 14th march Registration & breakfast Chairperson s introduction Martin Dobbins, Managing Director, State Street Bank Luxembourg S.A., Luxembourg EFAMA s agenda and priorities Claude Kremer, President, European Fund and Asset Management Association (EFAMA), Brussels Current status of IRS FATCA guidance Keith Lawson, Senior Counsel - Tax Law, Investment Company Institute, Washington FATCA: what do we do now? Moderator: Christophe Wintgens, Partner, Financial Services Advisory Leader, Ernst & Young, Luxembourg Geoffroy Bazin, Chief Operating Officer, Investment Solutions Division, BNP Paribas, Paris Roger Exwood, Head of product Tax EMEA, BlackRock, London Jon P. Griffin, Managing Director, JPMorgan Asset Management, Luxembourg Keith Lawson, Senior Counsel - Tax Law, Investment Company Institute, Washington Refreshment break and visit of the exhibition area How can your operational platforms cope with the information flow? Moderator: Vincent Koller, Partner, KPMG, Luxembourg Pierre Cimino, Managing Director, CACEIS Bank Luxembourg, Member of the CACEIS Executive Committee, Luxembourg Eric Mansuy, CIO, RBC Dexia Investor Services Bank, Luxembourg Jean-Marc Verdure, Director of Information Technology and Organisation, Member of Executive Committee, European Fund Administration (EFA), Luxembourg Investing in music royalties Johan Ahlström, CEO Kobalt Capital Ltd, a division of Kobalt Music Group, London Chairperson s wrap up and closing remarks Lunch kindly hosted by Ernst & Young and State Street

8 programme day 2 p.m. - wednesday 14th march Chairperson s introduction Lou Kiesch, Partner, Advisory & Consulting, Deloitte, Luxembourg Trends in funds impact of the new regulations Alexander Schindler, Member of the Executive Board, Union Asset Management Holding S.A., Frankfurt am Main OTC derivatives reform: are you ready for the new era? Pascal Scatozza, Global Product Manager, BNP Paribas Securities Services, Luxembourg Marcus Schüler, Managing Director, Head of Regulatory Affairs, Markit, London Richard Walker, Executive Director, SwapClear Sales & Marketing Europe, LCH Clearnet, London Refreshment break and visit of the exhibition area A look through the upcoming regulatory challenges Nathalie Dogniez, Partner, Head of Investment Funds, KPMG, Luxembourg Michèle Eisenhuth, Partner, Investment Funds, Arendt & Medernach, Luxembourg Francine Keiser, Investment Management Group, Of Counsel, Linklaters LLP, Luxembourg Regulators interview Interviewee: Simone Delcourt, Director, Commission de Surveillance du Secteur Financier, Luxembourg Tim Shakesby, Policy Officer, Asset Management, European Commission - DG Internal Market and Services, Brussels Interviewer: Jacques Elvinger, Partner, Elvinger Hoss & Prussen, Luxembourg Chairperson's closing remarks

Better regulation Clearer information More protection

alfi spring conference Better regulation Clearer information More protection www.alfi.lu centre de conférences kirchberg, luxembourg march 13th & 14th, 2012 floor plan exhibitors booth n company booth