23 March, London Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry This conference will equip delegates with the knowledge and expertise to select appropriately from the myriad of available indices in order to optimise portfolio management, diversify investments across a range of asset classes, and gain access to promising niche markets. Map out the future of ETF trading and liquidity management Discuss changing regulation and what it means for your investment strategy Explore the use of ETFs in asset allocation Identify the most lucrative opportunities for investing in emerging markets indices Understand how to evaluate ETFs in risk models Generate new contacts in record time in our Speed Networking session To reserve your place contact: T: +44 (0)870 240 8859 E: conf@incisivemedia.com Media Partners: Hosted by:
The Eurozone debt crisis further necessitates the need for investors and their advisers to look for new opportunities to enhance the value of their indexing and ETF investments. Following the launch event in Frankfurt in 2010, Structured Products magazine is pleased to bring The Art of Indexing & ETF Investment Europe Summit to London in 2011. As an established meeting point for all professionals working within this sector, this event will help you keep abreast of the latest, regulation, liquidity and risk management issues that surround indexing and ETF investments. Who should attend? Global Heads, Directors, Risk and Fund Managers from: CFPS, CTFAS, CFAS High Net Worth Individuals CIOs and CEOs High Net Worth RIAs Directors of Fixed Income/Equity Investment Consultants Endowments/Foundations Pension Fund Advisors ETF Providers/Marketers IFAs Hedge Fund Managers Pension Fund Trustees
Speakers KEYNOTE SPEAKER Prof. Max Otte Professor of corporate finance FACHHOCHSCHULE WORMS Laurent Kssis Head of ETF Market Making Advisory and ETF Sales Trading Specialist, LABRANCHE STRUCTURED PRODUCTS EUROPE John Redwood Chairman EVERCORE PAN-ASSET CAPITAL MANAGEMENT Dr. Christoph Kind Head of Asset Allocation FRANKFURT-TRUST Ronan O Houlihan Head of Asset Allocation DAVY Daniel Broby Chief Investment Officer SILK INVEST LTD Richard Stott Partner CONNECTUM Daan Potjer Managing Partner and Fund Manager AETHRA ASSET MANAGEMENT Attending this key industry event will allow you to: Hear a macroeconomic view of the European ETF and Indexing market Explore the new products that the providers are planning in response to the challenging markets and which would best suit your needs Discover opportunities for risk based asset allocation and ETF selection for 2011 and beyond Join the debate on ETFs vs mutual funds which comes out on top?
Programme 23 March 2011 8.00 Registration and breakfast 9.00 Welcome address Structured Products Magazine 9.05 Chairman s welcome address 9.10 Keynote address A macroeconomic overview of the European ETF and indexing market The Global economy and its impact on the indexing and European ETF markets The evolving European model; opportunities and challenges A comparison of the US and European markets Regulatory innovation and the implications for the indexing and ETF industry Prof. Max Otte, Professor of corporate finance, FACHHOCHSCHULE WORMS 9.50 New developments in commodity products Identify new opportunities and solutions for financial advisers entering the market A look at the evolution of commodity indices Unique ways that you can gain exposure to the commodity markets Speaker to be confirmed, please visit artofindexing.com/europe for updates 10.30 INTERACTIVE NETWORKING SESSION Giving delegates the opportunity to meet eachother in record time 10.50 Morning break 11.20 ETF trading and liquidity management How is liquidity within an ETF portfolio managed? Best practice in ETF trading Trading strategies and important factors to consider Finding liquid and cheap ETFs ETFs on illiquid assets The use of ETFs to provide a balanced portfolio and to alter asset allocations John Redwood, Chairman, EVERCORE PAN-ASSET CAPITAL MANAGEMENT 12.00 The use of ETFs in asset allocation How are investors using ETFs in their portfolio in 2011? Choosing the right ETFs and the right mix of indices Are speciality ETFs useful in active asset allocation? Achieving true diversification in the current market Daan Potjer, Managing Partner and Fund Manager, AETHRA ASSET MANAGEMENT 12.40 Lunch and opportunity to visit the exhibition 13.40 Investing in emerging market indices in 2011: benefits and challenges The value of investing in emerging markets Evaluating the risks and opportunities of emerging market equity investments Emerging market indices: how have they involved? Speaker to be confirmed, please visit artofindexing.com/europe for updates 14.20 Panel discussion ETFs vs. mutual funds A performance contest: which comes out on top? Differences in analyzing mutual funds and ETFs Mutual fund accounts vs. managed accounts; how managed accounts provide the framework for ETF products Should investors be wary that ETFs are being used to wrap sophisticated, complicated products? Richard Stott, Partner, CONNECTUM Ronan O Houlihan, Head of Asset Allocation Head of Asset Allocation, DAVY Further speakers to be confirmed, please visit artofindexing.com/europe for updates 15.00 The use of indexing in a pension fund portfolio: the pension fund manager s view Opportunities and challenges of index investment in the context of pension funds The demand for new and innovative indices to support ETFs; what are pension fund managers looking for? What are the practical considerations when selecting the underlying for an ETF? Speaker to be confirmed, please check the website for updates 15.40 Afternoon break 16.00 Risk-based portfolio management Asset allocation with ETFs: what are the risks? Risk-based asset allocation: minimum risk, target risk and equal contribution to risk Risk-based ETF selection: how to track error, index risk and liquidity Risk-based portfolio management: from theory to practice Dr. Christoph Kind, Head of Asset Allocation, FRANKFURT-TRUST 16.40 Champagne roundtable The future of the European indexing and ETF industry What kind of products are the providers planning? Are they planning more complex products that don t follow the idea of simple index tracking? The new generation of ETFs and how they fit into portfolio myth What is the outlook for fixed income indices? Physical versus synthetic replication What new asset classes and funds are on the horizon for 2011 and beyond? Moderator: Daniel Broby, Chief Investment Officer, SILK INVEST LTD Laurent Kssis, Head of ETF Market Making Advisory and ETF Sales Trading Specialist, LABRANCHE STRUCTURED PRODUCTS EUROPE Ronan O Houlihan, Head of Asset Allocation Head of Asset Allocation, DAVY 17.20 Chairman s closing remarks 17.30 Close of conference and drinks reception
For more than 3 delegate bookings, please contact Customer Services to discuss a group discount on tel: +44 (0)870 240 8859 23 March, London Code: Please do not cover this box as it contains important marketing information Register now For European office registration Post: Complete this form and send it to Conference Administration at: Incisive Financial Publishing Ltd Haymarket House, 28-29 Haymarket, London, SW1Y 4RX, UK Telephone: +44 (0)870 240 8859 Fax: +44 (0)20 7484 9797 Email: conf@incisivemedia.com Booking Details Registration Details Please complete your details below in BLOCK CAPITALS title first name last name job title/position department address city country VIP No: WEB Complimentary: Institutional investors, pension funds, hedge funds, asset managers, private banks, retail banks, wealth managers, insurance companies, wrap platforms, IFAs telephone Sell-side rate: 1,999 + vat* *Sell-side rate includes consultants, technology vendors, law firms, investment banks, ETF issuers please note restrictions on permitted attendance. company post/zip code fax For US & Canada office registration Post: Complete this form and send it to Conference Administration at: Incisive Media 120 Broadway, 6th floor New York, NY 10271-1101 USA Telephone: +212 457 9400 Fax: +646 417 7705 Email: conf@incisivemedia.com Book Online Visit the Incisive Media web site for an update on our forthcoming conferences, courses and for information on our magazines/books at incisive-events.com In order that we process your registration with maximum efficiency, we request that a copy of this booking form accompanies your payment. Your registration fee includes morning refreshments, lunch, afternoon refreshments, your conference/seminar materials and the conference cocktail party. If you require an invoice please inform us stating whether you need an original or a fax copy. We accept company cheques, credit cards and bank transfers. Please allow a minimum of seven working days for a bank transfer to reach us and phone or fax us when it has been sent. Please state the event name and delegate name to which it relates. email approving manager training manager I enclose a cheque payable to Incisive Financial Publishing Ltd. 4835/11 Please debit my amex visa maestro mastercard issue number: valid from date: expiry date card no security code account address if different from above signature date Incisive Financial Publishing Ltd. VAT No: GB 756978165 For companies in EU member states only: Please write your VAT/TVA/BTW/IVA/ MCMS/MWST/FPA number here Warning: Structured Products is a registered trademark, and the titles, contents and style of this brochure are the copyright of Incisive Media. We will act on any infringement of our rights anywhere in the world. Incisive Media. Cancellation / Substitution: A refund (less 10% administration fee) will be made if notice of cancellation is received in writing three weeks before the conference. Regrettably, no refunds will be available for cancellations received less than three weeks before the event start date. If you do not attend the event or notify us of your intention to cancel, the full fee will still be payable. A substitute delegate is welcome but the organiser MUST be notified in advance of the conference to avoid incurring a charge. Substitutions may NOT be made at the conference. Disclaimer: The programme may change due to unforeseen circumstances, and Incisive Media reserves the right to alter the venue and/or speakers. Incisive Media accepts no responsibility for any loss or damage to property belonging to, nor for any personal injury incurred by, attendees at our conferences, whether within the conference venue or otherwise. Data Protection: By registering for The Art of Indexing & ETF Investment Europe Summit Incisive Media will send you further information relating to this event. In addition we will send you information about our other relevant products and services which we believe will be of interest to you. If you do not wish to receive other relevant information from Incisive Media via a particular medium please tick the following relevant boxes: mail ; phone ; fax ; email. Incisive Media will also allow carefully selected third parties to contact you about their products and services. If you do not wish to receive information from third parties via any of the following media please tick the relevant boxes: mail ; phone ; Please tick if you are happy to receive relevant information from carefully selected third parties by email and fax.