Agenda - Private Banking Summit 2009

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Tuesday, 27th October 2009

14:15	Registration and Refreshments

14:45	Welcome from FT Business

15:00	OPENING REMARKS BY THE CHAIRMAN Brian Caplen, Editor in Chief, THE BANKER, FINANCIAL TIMES GROUP

15:10	KEYNOTE ADDRESS: BUILDING THE NEW MODEL Prospects for wealth management after the crisis The importance of ‘Swissness’ in private banking Identifying the values of a new generation Defining your service proposition A socially responsible offering Burkhard Varnholt, Head of the Asset Management, Products & Sales Division and Chief Investment Officer, BANK SARASIN

15:40	PANEL DISCUSSION: GOING BACK TO BASICS Effective risk management Dealing with unusual economic conditions Operational and regulatory challenges for wealth managers Counterparty risk and due diligence Latest asset allocation techniques The future of actively managed portfolios Panel Moderator: Yuri Bender, Editor in Chief, PWM, FINANCIAL TIMES GROUP Panelists: Venky Venkatesh, Head of Wealth Management, ORACLE FINANCIAL SERVICES Ray Soudah, Founder, MILLENIUM ASSOCIATES Eric Syz, Founding Partner, Banque SYZ & CO Serge Robin, CEO, MERRILL LYNCH BANK (SUISSE) Rémy Bersier, Member of the Executive Board, BANK JULIUS BAER

16:15	INSTITUTIONAL TECHNIQUES FOR PRIVATE CLIENT PORTFOLIOS Weighing up the core-satellite approach The power of beta and ETFs Absolute return versus liability-led investing Use of derivatives and structured products as risk management tools Risk-grading private client portfolios Frank Schubert, Head of Cash Equity Sales, Switzerland, Deutsche Bank / db x-trackers, DEUTSCHE BANK

16:45	REFRESHMENT BREAK

17:00	MANAGING ALTERNATIVE ASSETS Rational versus emotional approaches to investing Private banks after Madoff: re-addressing due diligence The end of the efficient portfolio A Private Banker’s guide to interpreting risk analytics Dr. Damian Handzy, Chief Executive, INVESTOR ANALYTICS

17:30	PANEL DISCUSSION: INVESTING FOR A NEW GENERATION OF CLIENTS Assessing the investment needs of the 21st century family Communicating and reporting investment performance and asset allocation Comparing discretionary and advisory investment models Thematic investments have been heavily promoted by Swiss banks, but do the figures stack up? Identifying long-term trends: alternative energy, water scarcity, socially responsible investments, nanotechnology Performance versus the feel-good factor The use of structured products, mutual funds, alternatives and direct investing Panel Moderator: Yuri Bender, Editor in Chief, PWM, FINANCIAL TIMES GROUP Panelists: Richard Wohanka, CEO Asset Management and Alternative Investments, UNION BANCAIRE PRIVÉE Alexandre Zimmerman, Deputy Chief Investment Officer, SG HAMBROS BANK Hansjoerg Herzog, Head of Relationship Management Europe, VONTOBEL ASSET MANAGEMENT Stephen Barber, Group Managing Director and Group Head of Communications, PICTET Lars Kalbreier, Head of Global Equity and Alternatives Research, Credit Suisse Private Banking

18:00	CLOSING REMARKS FROM CHAIRMAN Brian Caplen, Editor in Chief, THE BANKER, FINANCIAL TIMES GROUP

18:10	COCKTAIL RECEPTION

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