Concept of Investment Forum 2009 Phoenix September 24 25 2009 Asset Management
Contents 01 02 03 04 Management Content Location/ Program Summary Accommodation 05 06 07 Gala Dinner Social Program Timeline June 2009, Slide 2
01 Management Summary Asset Management
Management Summary Theme Phoenix Forum dates & location two day investment forum in Switzerland September 24 25 Target group 50 top distributor clients from various European countries MACS clients selected top senior management Objectives focus on Swiss values introduce new CS Asset Management emphasize investment capabilities through high impact market strategists and senior portfolio managers demonstrate innovation through new products and success of key strategies deliver networking opportunity for distribution and clients Program: day 1 individual journey to Switzerland social program market outlook 2009 (plenum) presentations (plenum) product work streams guest speaker gala dinner (with special guest) meet the manager Program: day 2 presentations/ meet the manager product work streams key note speaker (plenum) meet the manager individual departure June 2009, Slide 4
02 Content Asset Management
Content Theme Phoenix Products new launches: MENA focus products: AI: ILS, CS Index Fund Capabilities & ETFs, Phoenix Distressed Opportunities FI: Inflation Linked/ Engineered Speakers Dr. Raoul-Philip Bachmann (host) Bob Parker (chairman) Stefan Keitel (market outlook/ asset allocation) external speakers: The Rt Hon Sir John Major KG CH Sir Bob Geldof internal speakers (specialists, portfolio managers) Equities: Value Strategy Workshops one session first day two sessions second day June 2009, Slide 6
03 Location/ Accommodation Asset Management
Location Lucerne Zurich Airport Lucerne Car 1:10 h Train 1:20 h June 2009, Slide 8
Accommodation & Conference Lucerne Palace Luzern (5*) Number of rooms: Wednesday Thursday: 40 rooms Thursday Friday: 80 rooms Conference facilities: plenary session > Ambassadeur for 80 pax classroom style seating, 4 breakout rooms for 20 pax each June 2009, Slide 9
04 Program Asset Management
Program Day 1: September 24 Theme: Phoenix Morning Social program (farmer activities, city tour, Rütli along the trail of Swiss history, boat race) 10.00 13.00 Individual arrival of all participants (transportation from the airport to the hotel will be organized) and check-in 12.30 13.30 Optional lunch 13.00 13.30 Welcome coffee 13.30 13.35 Welcome address from host (Raoul Bachmann) 13.35 14.00 Conference chairman s opening comments & macro outlook (Robert Parker) 14.00 14.40 Investment theme for 2009 and asset allocation strategies (Stefan Keitel) 14.40 15.20 Innovative approach to credit strategies (Maurizio Pedrini) 15.20 15.50 Coffee break 15.50 16.40 Concurrent 50 minutes work streams repeated once: (1) Credit Suisse Equity/Bond Fund (Lux) Brazil (Mauro Bergstein) (2) ILS (Niklaus Hilti) (3) Value (Gregor Trachsel/Sven Sommer) (4) Trends in Index Investing (Valerio Schmitz-Esser) (5) Inflation Linked (Alexandre Bouchardy) (6) Phoenix Distressed Opportunities (Marko Sobic) (7) Credit Suisse SICAV One (Lux) Equity Middle East & North Africa (Farid Samji) 16.50 17.50 Guest speaker: The Rt Hon Sir John Major KG CH 17.50 18.00 Wrap-up (Bob Parker) 18.00 19.30 Leisure time and transport 20.00 22.30 Swiss dinner (Château Gütsch) with special guest: Gerry Hofstetter (Swiss) June 2009, Slide 11
Program Day 2: September 25 Theme: Phoenix 07.00 07.30 Individual breakfast in the hotel & check out 07.30 08.00 Breakfast presentation on Russian opportunities (Elizabeth Eaton) 08.00 08.05 Introduction to day two (Robert Parker) 08:05 08:45 New perspectives in equities (Filippo Rima) 08:45 09.25 Global outlook in real estate (Daniel Tochtermann-Pedio) 09.25 09.55 Coffee break 09.55 11.35 Concurrent 50 minutes work streams repeated twice: (1) Credit Suisse Equity/Bond Fund (Lux) Brazil (Mauro Bergstein) (2) ILS (Niklaus Hilti) (3) Value (Gregor Trachsel/Sven Sommer) (4) Trends in Index Investing (Valerio Schmitz-Esser) (5) Inflation Linked (Alexandre Bouchardy) (6) Phoenix Distressed Opportunities (Marko Sobic) (7) Credit Suisse SICAV One (Lux) Equity Middle East & North Africa (Farid Samji) 11.45 12.25 Our expertise in alternative investments (John Kremer ) 12.30 13.30 Key note speaker: Sir Bob Geldof 13.30 13.45 Wrap-up (Bob Parker) 13.45 14.30 Lunch 14.30 Individual departure of participants transfers to airport will be organized Meet the Manager 1-1 s will be organized on request June 2009, Slide 12
05 Gala Dinner Asset Management
Dinner Locations Lucerne Château Gütsch with a wonderful view over Lucerne transfer time from Palace Luzern: 15 min. June 2009, Slide 14
06 Social Program Asset Management
Social Program Lucerne Farmer activities A guided stroll through the Old Town of Lucerne Boat race on the lake Asset Management May 2009, Slide 16
07 Timeline Asset Management
Timeline Before the event During the event Post event Mai 09 June 09 July 09 Sept 09 Oct/Nov 09 Save the date Homepage Printed Invitation Marketing material Room gift Follow-up pdf file -program - web cast - speakers profiles -hotel -contact -program - speakers profiles - guest speakers - hand-outs with introduction, program, CVs, presentations, fund list June 2009, Slide 18