CHALLENGING GROWTH. Conference on 4 and 5 April 2017 Gottlieb Duttweiler Institute, Ruschlikon

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1 CHALLENGING GROWTH Conference on 4 and 5 April 2017 Gottlieb Duttweiler Institute, Ruschlikon

2 OUR PARTNERS IN COOPERATION WITH

3 FUND EXPERTS FORUM CHALLENGING GROWTH Whether in monetary politics, fiscal politics and particularly since the election of Donald Trump as President of the United States geo politics: investors experience of the global financial markets is increasingly turning into a journey into the unknown. Over recent years central banks have continued to fail to stimulate growth and to increase inflationary expectations. Will they now succeed with the help of a government financed public infrastructure investment offensive? And how will the markets react if interest rates do surge suddenly contrary to expectations? The only thing that is certain is that no more than a handful of investors across the world s financial markets have ever experienced a similar situation. These and other issues will be discussed at the Fund Experts Forum 2017 «Challenging Growth». Finanz und Wirtschaft, Fundinfo and a wide range of leading asset management companies are pleased to invite you to this year s forum which will take place in the inspiring surroundings of the Gottlieb Duttweiler Institute. Take a step back from everyday business and reflect on potential solutions to the challenges now facing us and find out from visionaries in their fields how apparent obstacles can be removed. We look forward to welcoming you. Mark Dittli Editor-in-chief Finanz und Wirtschaft KEY TOPICS»»» Emerging political drifts: effects on investment behaviour» Europe: a continent at the crossroads» The new reality in monetary politics: national banks and their glut of money, the formation of bubbles and the risks and boundaries of monetary politics» Ways out of the current low interest environment generating a yield: growth markets, alternative investments, short vs. long-term investments and the risk behaviour of the market and its effects on the real economy THE TARGET GROUP The Fund Experts Forum is aimed at leaders in the private wealth sector (banks, family offices, independent portfolio managers) as well as representatives from institutional investment companies (insurance providers, public pension schemes, foundations) from Switzerland and Liechtenstein. Please see the short videos of previous events from the Fund Experts Forum. Simoultaneous interpreting (German/English) will be provided throughout (exept parallel group discussions).

4 SPEAKERS Joschka Fischer Former Vice-Chancellor and Foreign Minister of Germany José Manuel Barroso Former President of the European Commission and non-executive chairman Goldman Sachs International Dr. Bertrand Piccard Founder, President and pilot of Solar Impulse FURTHER SPEAKERS Marco Bagutti, Head of Capital Investment, Auffangeinrichtung BVG Foundation Prof. Dr. Peter Bofinger, Economics University of Würzburg Prof. Dr. Jean-Pierre Danthine, President PSE-Ecole d économie de Paris Dietrich Domanski, Deputy Head of Monetary and Economic Department and Head of Economic Analysis Bank for International Settlements Dr. Klaus Hommels, Founder Lake Star Manuel Leuthold, Chairman compenswiss Ausgleichsfonds AHV/IV/EO Prof. Dr. Bernd Lucke, Member of the European Parliament Christoph Schenk, CIO Zürcher Kantonalbank Michael Strobaek, Global CIO Credit Suisse MODERATION Mark Dittli, Editor-in-chief Finanz und Wirtschaft

5 Alfred Gantner Co-Founder Partners Group Adair Lord Turner Chairman of the Institute for New Economic Thinking and former Chairman United Kingdom Financial Services Authority Gian Rossi CEO Region Switzerland, Member of the Executive Board Bank Julius Bär & Co. AG PARTNER SPEAKERS James Clunie, Head of Strategy, Absolute Return Jupiter Asset Management Kevin Daly, Senior Investment Manager, Fixed Income EMEA Aberdeen Asset Managers Switzerland AG Clive Emery, Product Director, Multi Asset Invesco Perpetual, Henley-on-Thames Roland Hausheer, Senior Portfoliomanager Swisscanto Invest by Zürcher Kantonalbank Jean Médecin, Member of the Investment Committee Mark Munro, Portfolio Manager Total Return Credit Standard Life Investments Jorry Rask Nøddekær, Head of Emerging Markets / Lead Portfolio Manager Nordea Asset Management Stuart O Gorman, Head of Global Technology Equities Henderson Global Investors Nick Samouilhan, Senior Fund Manager Multi-Asset Aviva Investors Willem van Dommelen, Lead Portfolio Manager Multi Asset Factor Opportunities NN Investment Partners

6 PROGRAM CONFERENCE 4 AND 5 APRIL 2017 CHALLENGING GROWTH Tuesday, 4 April pm Registration and welcome coffee 5.00 pm Welcome by the evening s moderation Mark Dittli, Finanz und Wirtschaft 5.15 pm KEYNOTE What is wrong with the global economy: too much debt, or secular problem? Adair Lord Turner, Institute of New Economic Thinking and formerly United Kingdom Financial Services Authority 6.00 pm PODIUM The big picture: emerging political drifts and their effects on investment behaviour Marco Bagutti, Auffangeinrichtung BVG Foundation Prof. Dr. Bernd Lucke, European Parliament Christoph Schenk, Zürcher Kantonalbank Gian Rossi, Bank Julius Bär & Co. AG 6.45 pm KEYNOTE Brexit, the US and the future of Europe: a continent at the crossroads Joschka Fischer, Former Vice-Chancellor and Foreign Minister of Germany 7.30 pm Dinner and Networking

7 CHALLENGING GROWTH CONFERENCE 4 AND 5 APRIL 2017 Wednesday, 5 April am Registration and welcome coffee 9.00 am Welcome by the day s moderator Mark Dittli, Finanz und Wirtschaft 9.15 am KEYNOTE How to achieve the impossible Dr. Bertrand Piccard, Solar Impulse am PODIUM The new normal in monetary policy Prof. Dr. Peter Bofinger, University of Würzburg Prof. Dr. Jean-Pierre Danthine, PSE-Ecole d économie de Paris Dietrich Domanski, Bank for International Settlements am Coffee and Networking Break

8 PROGRAM CONFERENCE 4 AND 5 APRIL 2017 CHALLENGING GROWTH am PARALLEL GROUP DISCUSSIONS CYCLE 1 1 Emerging markets debt: recognise and capture the positive opportunities Kevin Daly, Aberdeen Asset Managers Switzerland AG 2 Outcome-oriented multi-strategy investing Nick Samouilhan, Multi-Asset Aviva Investors 3 Emerging markets equities Focus on small/mid cap and frontier markets Jean Médecin, Carmignac 4 Technology - investing in creative destruction Stuart O Gorman, Henderson Global Investors 5 Investing in ideas a philosophy to diversify and lower risk Clive Emery, Invesco Perpetual, Henley-on-Thames 6 Liquid alternative strategy is it possible to have an edge? James Clunie, Jupiter Asset Management 7 Factor investing the non-traditional sources of return Willem van Dommelen, NN Investment Partners 8 What kind of growth to expect from emerging markets? Jorry Rask Nøddekær, Nordea Asset Management 9 Unconstrained credit investing: how to generate attractive returns but also reduce drawdowns Mark Munro, Standard Life Investments

9 CHALLENGING GROWTH CONFERENCE 4 AND 5 APRIL Secured high yield leveraging on tighter banking regulation Roland Hausheer, Swisscanto Invest by Zürcher Kantonalbank am Changeover am PARALLEL GROUP DISCUSSIONS CYCLE pm Networking Lunch 1.40 pm PARALLEL GROUP DISCUSSIONS CYCLE pm Changeover 2.25 pm PARALLEL GROUP DISCUSSIONS CYCLE pm Coffee and Networking Break

10 PROGRAM CONFERENCE 4 AND 5 APRIL 2017 CHALLENGING GROWTH 3.30 pm PODIUM Ways out of the current low interest environment generating a yield Alfred Gantner, Partners Group Dr. Klaus Hommels, Lake Star Manuel Leuthold, Ausgleichsfonds AHV/IV/EO Michael Strobaek, Credit Suisse 4.20 pm KEYNOTE The future of the European Monetary Union José Manuel Barroso, former President of the European Commission and non-executive chairman Goldman Sachs International 5.15 pm Summary by the day s moderator 5.30 pm Networking-Apéro Simoultaneous interpreting (German/English) will be provided throughout (exept parallel group discussions).

11 RÜCKBLICK VENUE Gottlieb Duttweiler Institut Langhaldenstrasse Ruschlikon ZH Tel Close to Zurich, Switzerland s business and cultural centre, the GDI is located in the historic «Park im Grüene», an oasis of well-being and creativity overlooking Lake Zurich and offering spectacular panoramic views from Zurich to the Alps this unique location lifts both the mind and spirit. ADMISSION Admission is free. Participation is not an automatic right. CONTACT Event management Sabrina Utzinger, Manager Conferences Conception and content Pascal Novotny, Managing Director Further information and registration Infoline: forum-executive.ch

12 Finanz und Wirtschaft Forum Werdstrasse Zurich Cover Photo: Unconventional shutterstock

13 Registering for the free conference CHALLENGING GROWTH am 4 and 5 April 2017, Gottlieb Duttweiler Institute, Ruschlikon ZH Kindly send your application by fax to: or register online: Yes, I will attend the conference on 4 and 5 April 2017 in Ruschlikon and have chosen to attend the following four group discussions of the partner companies (see brochure): I am interested in receiving additional information from the following partner companies (see brochure) and/or I would like to be contacted by them I agree to subscribe to «Finanz und Wirtschaft» and will receive hard copy and digital access for 3 months: CHF 125. (incl. VAT) The number of participants is limited. Your registration will be dealt with in strict order of receipt of applications. Surname First name Job title Tel Company Street Place incl. post code Sector Date, signature The following colleague of mine is also interested in attending the conference: Surname, first name Company Job title VENUE: Gottlieb Duttweiler Institut, Langhaldenstrasse 21, 8803 Ruschlikon ZH INFOLINE: / forum-executive.ch Finanz und Wirtschaft Forum, Werdstrasse 21, 8021 Zurich / How to participate. To guarantee an open and trusting atmosphere, participation in the conference is limited to decision makers working in private wealth management (banks, family offices, independent asset managers, public pension schemes). The number of participants is limited. Your registration will be dealt with in strict order of receipt of applications. Participation is not an automatic right. Data protection. Every time you put in an order or make use of our events programme, the Verlag Finanz und Wirtschaft AG uses the data collected, within strict legal limits, for the purpose of providing you with a better service as well as sending you information by post about additional services that we or our partners and group companies may offer. As a customer of ours we will send you by , subject to any legal requirements, any offers which are similar to those you have made prior use of. The data given on the application form will also be passed on to the partners of the conference for the purpose of direct marketing and market research. You have the right to stop your data being used for advertising purposes by writing at any time to Finanz und Wirtschaft Forum, Werdstrasse 21, 8021 Zurich, Switzerland.