Seminars

Seminar session 1 : 12.15 – 12.55

Option 1	*Simon Hedger* Managing Director Portfolio Management Property Securities Principal Global Investors	Opportunities and risks in the current property securities market environment. A review of the current market environment highlighting the risks and opportunities for investors. Answering questions such as: What has led to the current downturn in listed property markets? What trends have emerged in the down cycle? Is current pricing justified? How long is it likely to last/catalysts for a recovery? What should we expect from the listed property sector in the long term? How does this fit into a balanced investment strategy?
Option 2	*Rolf Banz* Chief Investment Architect Pictet Asset Management & *Dany Kapetaneas* Senior Product Specialist Pictet Funds	Absolute Return at Pictet Asset Management The financial crisis launched in the summer of 2007 is continuing to bring strings of bad news. Most market participants still predict troubles ahead with the US economy slowing down and sky-rocking commodity prices. Mitigated between concerns over future growth and inflation fears, investors are more and more drawn to investment vehicles allowing them to benefit from market upsides while limiting losses during periods of falling stock markets. Pictet Asset Management has a unique approach to Absolute Return combining portable alpha to a set of diversified risk premiums. During these sessions we will present our investment approach and how the strategy of our Absolute Return Global Diversified fund performed.
Option 3	*Khiem Do* Chair of Asia Multi Asset Group Baring Asset Management	Best growth markets of Asia Recession might be looming in the West, but the Asian economies still have strong momentum behind them. A decade on from the Asian financial crisis of 1997, Asia’s Tigers are ready to pounce again. In our view some of the markets with the greatest potential can be found amongst the members of the Association of South-East Asian Nations (ASEAN), in fast-growing countries such as Singapore, Malaysia, the Philippines and Vietnam.
Option 4	*Kier Boley* Investment Manager GAM	Which hedge fund strategies are attractive post the current stressed environment? This session will cover the time horizon for new investment strategies and identify the opportunities within: Credit strategies quality Equity strategies Trading strategies attributes both discretionary and systematic

Seminar session 2 : 14.00 – 14.40

Option 1	*Reyer Kooy* Director, Alternative Investments Credit Suisse	Credit Suisse Tremont: Hedge Fund index tracking products In this seminar we give an overview of Credit Suisse's available Hedge Fund index tracking products and focus particularly on how we have addressed the growing need for a retail product. We then take a look at how Credit Suisse's Hedge Fund Index products can be used as part of a diversified portfolio.
Option 2	*Sandra Curtis* Vice President Senior Portfolio Manager – AllianceBernstein Fixed Income AllianceBernstein	Advantages of Global Opportunity Set Hedged into Local Currency The discussion highlights strategies that illustrate how maintaining a flexible investment approach can provide attractive opportunities in globally diversified portfolios. It also assesses the basic requirements needed to take advantage of these opportunities.
Option 3	*Dilek Capanoglu* Portfolio Manager RCM	Allianz RCM BRIC Equity Allianz RCM BRIC Equity takes full advantage of the in-depth resources of Allianz Global Investors, one of the largest asset managers in the world. The fund is managed by investment professionals from RCM, the dedicated global equity platform within Allianz Global Investors, and offers the opportunity to take part in the exciting economic development in the BRIC countries – Brazil, Russia, India, and China.
Option 4	*Richard Urwin* Head of Asset Allocation and Economics BlackRock	Tracking and evaluating global credit conditions The credit crunch has been a particular focus of market attention and will remain so. In this session, we will explore the areas where the stresses have been greatest, where they have been less relevant, the circumstances in which the crisis will ease and indicators which tell us the extent to which this is happening.