Highlights of the qualified visitors' day

Wednesday, 1.2.2012, 10.00 - 18.00, Kongresshaus Zurich

Registration

For the Highlights for professional investors and the Speed Workshops a registration (free of charge) is required. The entrance-fee for the fair however remains.

Programme 2012

Contents:
Entire Programme 2012

HIGHLIGHTS
Topics:
- USA (Register)
- Marketoutlook 2012 (Register)
- Energie (Register)

OPEN FORUM
Topics: (No registration required)
- AXA IM Retail Studie
- Fixed Income
- Regulatorische Herausforderungen für den Schweizer Finanzplatz
- Currencies

SPEED WORKSHOPS "FIXED INCOME" FOR QUALIFIED VISITORS
- 14.30 - 15.30 (Register)
- 15.30 - 16.30 (Register)

HIGHLIGHTS

USA

Wednesday, 01.02.2012, Kammermusiksaal
Registration required: Register

10:30-11:00	Keynote Speaker in English	Kammermusiksaal
	The US political stalemate
	Prof. PhD Simon Evenett Professor of International Trade and Economic Development, Universität St. Gallen

11:10-11:30	Speech in English	Kammermusiksaal
	Value versus growth, where in the cycle are US stocks?
	Christophe Foliot Head of International Equities, Edmond de Rothschild Group

11:50-12:10	Speech in English	Kammermusiksaal
	Discovering major growth trends
	Matthew Glaser Chief of Investment Strategies, Turner Investments

12:20-12:40	Referat	Kammermusiksaal
	USA – Bereit für die Zukunft?
	Uwe Röhrig Aktienstratege, UBS AG

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Marketoutlook 2012

Wednesday, 01.02.2012, Kammermusiksaal
Registration required: Register

13:00-14:00	Roundtable in English	Kammermusiksaal
	Marketoutlook 2012
	Philip Poole Global Head of Macro and Investment Strategy, HSBC Global Asset Management
	Vincent Treulet Chief Investment Strategist, BNP Paribas Investment Partners
	Valentijn van Nieuwenhuijzen Head of Strategy STAAG, ING Investment Management
	Keith Wade Chief Economist, Schroders
	Presenter: Mark Dittli Chief Editor, «Finanz und Wirtschaft»

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Energy

Wednesday, 01.02.2012, Kammermusiksaal
Registration required: Register

14:30-15:00	Keynote Speaker	Kammermusiksaal
	Energiestrategie 2050 des Bundesrates
	Dr. oec. publ. Matthias Gysler Chefökonom BFE, Stv. Leiter Abteilung Energiewirtschaft Leiter Sektion Marktregulierung

15:10-15:30	Referat	Kammermusiksaal
	Energiemix der Zukunft und Klimawandel
	Dr. Gerhard Wagner Senior Portfolio Manager Nachhaltige Fonds, Swisscanto Asset Management AG

15:50-16:10	Speech in English	Kammermusiksaal
	Which commodities will play a major role in a long term view? BlackRock's view on the energy sector
	Robin Batchelor Portfolio Manager and joint CIO of the Natural Resources Equity team, BlackRock

16:20-16:40	Speech in English	Kammermusiksaal
	Renewable Energy - The outlook
	Jon Sigurdsen Portfolio Manager, Carlson DNB Asset Management S.A.

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OPEN FORUM

AXA IM Wissensstudie

Wednesday, 01.02.2012, Seezimmer 7
No registration required.

10:30-10:45	Keynote Speaker	Seezimmer 7
	Resultate und Erkenntnisse aus der AXA IM Studie zum Wissensstand und Einstellung der Schweizer Bevölkerung zum Thema Investmentfonds
	André Thali Mitglied der Geschäftsleitung AXA IM Schweiz AG und Head of Distribution Switzerland

10:45-11:30	Roundtable	Seezimmer 7
	Umsetzung der Erkenntnisse im Bank- und Fondsgeschäft
	Markus Signer Vorsitzender des Fachausschusses "Vertrieb & Marketing", Swiss Funds Associations SFA und Country Head Switzerland, Pictet Asset Management
	Reto Tarreghetta Mitglied der Geschäftsleitung der Swisscanto Gruppe
	André Thali Mitglied der Geschäftsleitung AXA IM Schweiz AG und Head of Distribution Switzerland
	Moderation: Franz Schneider Redaktor, «Finanz und Wirtschaft»

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Fixed Income

Wednesday, 01.02.2012, Seezimmer 7
No registration required.

11:45-12:00	Keynote Speaker in English	Seezimmer 7
	Policy Actions – Implications for Fixed Income Investments
	Andrew Balls Managing director in the London office, member of the Investment Committee and head of European portfolio management, PIMCO (Schweiz) GmbH

12:00-12:45	Roundtable in English	Seezimmer 7
	Offering solutions to a Fixed Income dilemma in a Low - Yielding World
	Andrew Balls Managing director in the London office, member of the Investment Committee and head of European portfolio management, PIMCO (Schweiz) GmbH
	Michael Krautzberger CIO and head of the Euro fixed income team, BlackRock
	David Oliphant Managing Director Fixed Income & Head of Investment Grade Credits,Threadneedle Investments
	Presenter: Christian Trixl Executive Director Head Switzerland and European Absolute Return Distribution, Threadneedle Investments

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Regulatorische Herausforderungen für den Schweizer Finanzplatz

Thrusday, 02.02.2012, Seezimmer 7
No registration required.

10:30-11:00	Keynote Speaker	Seezimmer 7
	Masshalten beim Regulieren
	Daniel Senn Partner, Head Financial Services Switzerland, KPMG

11:00-11:45	Roundtable	Seezimmer 7
	Regulatorische Herausforderungen für den Schweizer Finanzplatz
	Hans Kaufmann Verwaltungsratspräsident der Kaufmann Research AG und Nationalrat
	Matthias Schaad Geschäftsführer, PolyReg Allg. Selbstregulierungs-Verein
	Markus Staub Leiter Bankenpolitik und Bankenregulierung, Schweizerische Bankiervereinigung (SBVg)
	Moderation: Daniel Senn Partner, Head Financial Services Switzerland, KPMG

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Currencies

Thursday, 02.02.2012, Seezimmer 7
No registration required.

13:30-14:00	Keynote Speaker in English	Seezimmer 7
	Emerging Currencies in 2012: the victory of hope over experience?
	Bart Turtelboom Portfolio Manager and Co-Head of Emerging Markets, GLG Partners, member of Man Group

14:00-14:45	Roundtable in English	Seezimmer 7
	Impact of sovereign debt crisis on currency management
	Elsa Goldberg Vice President, Senior Product Manager, Franklin Templeton Investments
	Bart Turtelboom Portfolio Manager and Co-Head of Emerging Markets, GLG Partners, member of Man Group
	Christopher Wyke Product Specialist Currencies, Schroders
	Presenter: Felix L. Adam CEO and Founder, ACT Currency Partner AG

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SPEED WORKSHOPS "FIXED INCOME" FOR QUALIFIED VISITORS

Wednesday, 01.02.2012, Seezimmer 7

To permit more in-depth coverage of the topic of «Fixed Income» in the Open Forum, Speed Workshops are being held which you, as a professional investor, can take part in. Speed Workshops function as follows:

• Five tables are set up for people to stand around. There is one facilitator per table.
• The facilitator briefly outlines the topic and announces the aspects and/or questions that are to be discussed for a period of 15 minutes with the 4-5 participants.
• After 15 minutes, the participants change tables while the facilitators remain at their tables.
• Participants change tables two times in all. They can thus engage in discussions at three of the five tables.
• After an hour (three changes of table plus a break), the exhibitors/facilitators are also changed, and the workshop continues with five new exhibitors/facilitators.

*Wednesday, 01.02.2012, Seezimmer 7*
Registration required: Register

14:30-15:30	Speed Workshops	Seezimmer 7
	Investment Opportunities in a changing Fixed Income Environment
	Facilitators: Andrew Balls und Jürg Rimle PIMCO (Schweiz) GmbH
	Drohende Hyperinflation: Auswirkungen der Verschuldungspolitik auf Anleihen
	Facilitator: Juerg Schwab Head Trading, Swissquote Bank AG
	Emerging Markets Debt Local Currency
	Facilitator: Neal Kutner Managing Director, BNY Mellon Asset Management
	Corporate Credits - a must have asset class in your fixed income portfolios
	Facilitator: David Oliphant Managing Director Fixed Income & Head of Investment Grade Credits, Threadneedle Investments
	Brauchen Schweizer Pensionskassen noch CHF-Obligationen?
	Moderation: Hans-Jörg von Euw Account Manager Institutionelle Kunden, Swisscanto

*Wednesday, 01.02.2012, Seezimmer 7*
Registration required: Register

15.30-16.30	Speed Workshops	Seezimmer 7
	Inflationsgekoppelte Obligationen und Dänische Hypothekenanleihen als 2te Priorität
	Moderation: Stig Brammer Produkt-Spezialist, Danske Invest
	Corporate Bonds als neue Alternative zu Staatsanleihen
	Moderation: Roland Fischer Institutional ETF Sales Switzerland & Liechtenstein, Société Générale/Lyxor Asset Management
	Inflationsgeschützte versus nominelle Obligationen - Speed Edition
	Moderation: Alex Froschauer Client Portfolio Manager, LGT Capital Management AG
	Chancen und Risiken im Tiefzinsumfeld
	Moderation: Maurizio Pedrini Co-Head Fixed Income, Credit Suisse Asset Management
	Alpha generation with excellent risk-return ratio for corporate bonds, especially financials in the Eurozone
	Facilitator: Konstantin Nikiteas, Managing Director & Christophe Peyraud, Fixed Income Manager, Rothschild & Cie Gestion, Paris

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