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| European Alternative & Institutional Investing Summit |
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| October 2012 |
| Monte Carlo, Monaco |
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Confirmed Participants Include: |
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PRIVATE INVESTOR
Trustee Director, MOTOR INDUSTRY PENSION PLAN
European Partner, MERCER
Management Trustee, MONTREAL REGION TRUCKING INDUSTRY PENSION
Management Trustee, MONTREAL REGION TRUCKING INDUSTRY PENSION
Management Trustee, MONTREAL REGION TRUCKING INDUSTRY PENSION
Labor Trustee, MONTREAL REGION TRUCKING INDUSTRY PENSION
Trustee, MONTREAL REGION TRUCKING INDUSTRY PENSION
Attorney, MONTREAL REGION TRUCKING INDUSTRY PENSION
Administrator, MONTREAL REGION TRUCKING INDUSTRY PENSION
PRIVATE INVESTOR
PRIVATE INVESTOR
Principal, MAJLIS ANALYTICAL RESEARCH
Partner, FLEISCHHAUER, HOYER & PARTNER
Investment & Advisory, METHOD INVESTMENTS and ADVISORY (MFO)
CIO, DHANDSA FAMILY OFFICE
Founder, Managing Director, PANTHERA SOLUTIONS
Managing Director, LOEB PARTNERS
INDEPENDENT TRUSTEE
Director of Investment Research, NEST PENSION SCHEME
Founder& Administrator, FIDULEX-ENGINEERING SA
Founder, BETA MARITIMA INC (SFO)
CEO, RICHARD S. SCHIFFRIN FAMILY OFFICE
Trustee, SAMBA FINANCIAL GROUP-UK PENSION SCHEME
Managing Partner, INFRAEUS PARTNERS
Director, PUBLIC CITIZEN'S ENERGY PROGRAM
CEO- Head Of Investments, WENTWORTH FAMILY OFFICE
Managing Director, NASH FITZWILLIAMS
Principal, NASH FITZWILLIAMS
Director, CAREY GROUP, MONACO
Director, GIULIANI FAMILY OFFICE
Treasurer, HARVARD CLUB Of MONACO
PRIVATE INVESTOR
Senior Consulting Actuary, GOVERNMENT ACTUARY DEPARTMENT (UK)
CIO, MN SERVICES
Director, STICHTING PENSIOENFONDS SCA
Principal Director, Administrator of the Reserve Funds, EUROPEAN PATENT OFFICE
Managing Partner, IMMOBILIS GMBH (FAMILY OFFICE)
Chairman, SPARK VENTURES
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Partner, COX & VERHOEVEN FAMILY OFFICE
Partner, COX & VERHOEVEN FAMILY OFFICE
President & CEO, UNIKOM AG
President, CODIMA- COMPAGNIE D'INVESTISSMENTS MONACO ASIE S.A.M.
Compliance Officer, ROSEMONT MONACO SAM
Investment Director, BAYSTONE GROUP
CEO, THE SOCIAL INVESTMENT CONSULTANCY
Fixed Income Manager, ESPA Financial Advisor, ESPA ADVISORS
Principal, PETSCHEK FAMILY OFFICE
Chairman, FAMILY OFFICE OF RICHARD SCHIFFRIN
Designer of the Ethical Water Exchange, PRANA SUSTAINABLE WATER FOUNDATION
Principal/Investor, ROSE PARK (MFO)
Executive Director, Head Family Office Services, INFIDAR INVESTMENT ADVISTORY LTD.
Managing Director, SAINT LEONARDS FAMILY OFFICE
Secretary of State, President & CEO - TOCANTINS STATE DEVELOPMENT BANK, Board Member, BRAZILIAN ASSOCIATION OF DEVELOPMENT BANKS
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Chief Dealer, ESKOM PENSION AND PROVIDENT FUND
Chairman, SPARK VENTURES
Board Member, CERN PENSION FUND
Managing Partner, VICTORIA CAPITAL PARTNERS (SFO)
Dick Kamp, Director, SDB PENSION FUND
Managing Director, WESTMINSTER CAPITAL (MFO)
CEO, IMQUBATOR
PRIVATE INVESTOR
Director Alternative Investments, FERI INSITUTIONAL ADVISORS BMBH (FIA) to Head of Hedge Funds, FERI TRUST GMBH
Founder & Managing Partner, XTAL STRATEGIES
Executive Director, INFIDAR FAMILY OFFICE
Managing Director, ORCHARD HARBOUR
Principal, XOY ADVISORS
Partner & Analyst in European Private Equity, ALBOURNE PARTNERS LIMITED
Partner, XOY ADVISORS
Managing Director, FERGUSON PARTNERS FAMILY OFFICE (MFO)
Managing Partner, BREEDY HENDERSON LLP
Partner, P&C GLOBAL WEALTH MANAGERS S.A
The Duke of Westminster Family Office, GROSVENOR LIMITED- FAMILY OFFICE
Principal, PETSCHEK FAMILY OFFICE
Principal, PRIVATE FAMILY OFFICE
Trustee, BELLEVIE TRUST
Director, INTERNATIONAL UNIVERSITY OF MONACO
President, MONTREAL POLICE PENSION FUND
Vice-President, MONTREAL POLICE PENSION FUND
Director - Technology Investment, GOVERNMENT OF DUBAI
CEO, ETHIX SRI ADVISORS
Principal, KROY FINANCE CORP. BVBA
INDEPENDENT ADVISOR
CEO, AFRICAN GROWTH PARTNERS LTD
Principal, ORBIT PRIVATE ASSET MANAGEMENT
Treasury & Investments, LONDON BOROUGH OF EALING PENSION FUND
Family Board Member, KARL FUERNKRANZ GMBH
Director, HTS FOUNDATION
Partner, LAFAYETTE CAPITAL PARTNERS
Principal, RAIRE FAMILY OFFICE
CIO, ALTERN FUND
Manager, Investment Manager, ABTS & PARTNERS GMBH
ABTS & PARTNERS GMBH
Assistant Director of Finance, LONDON BOROUGH OF HOUNSLOW
PRIVATE INVESTOR
PRIVATE INVESTOR
Senior Advisor, GENERATION THREE (MFO)
Principal, H & H FAMILY TRUST
PRIVATE INVESTOR
Director, MONACO SPORTS & MANAGEMENT S.A.M.
Director, MONACO SPORTS & MANAGEMENT S.A.M.
Head of Institutional Investment Consulting, WASSUM INVESTMENT CONSULTING AB
Trustee, SHOREHAM PORT AUTHORITY
Family Office Manager, COCHILAS SAM
Partner, IJ PARTNERS FAMILY OFFICE
Partner, EDGAR BRANDT ADVSORY SA
PRINCIPAL/ ESQ, PHIDIAS RECHTSANWALTE
Principal, CIV INVESTMENTS
Executive Vice President, NORTHWOOD FAMILY OFFICE
Principal, SFA - STERN FERMON ASSOCIES
Commodities and Financial Risk Advisory, VON-WERTH-MANAGEMENT- CONSULTING
CEO, COMSTOCK ADIVSORS LLC
Director, PARKERLlOYD FAMILY OFFICE
Family Office Advisor - Investment Office, COGES S.A.
Trustee, BOCA RATON (FL) POLICE & FIRE RETIRMENT ASSOCIATION
Principal, ALENA SA |
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| 10:00 |
Exhibit Set-up |
| 12:30 |
Registration |
| 13:10 |
Co-Chair Opening Remarks
Managing Director, SAINT LEONARDS FAMILY OFFICE
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| 13:15 |
Making Money in 2011-2012: What to Invest in Next
- Greed and need....or fear? Equities, fixed income or commodities?
- A permanent short term environment for returns or will trends re-emerge?
- Black swan risks in 2012: China, India, Europe or the US?
- Currency assessment - a panorama of the key FX crosses for 2012
- Direct Investment: a better grip on value creation
Moderator:
CEO- Head Of Investments, WENTWORTH FAMILY OFFICE
Panelist:
Managing Director, SAINT LEONARDS FAMILY OFFICE
Principal, RAIRE FAMILY OFFICE Partner, EDGAR BRANDT ADSIVORY SA
President, FOCUS ASSET MANAGERS
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| 14:15 |
Investment Styles and Strategies- Next generation default investment options for DC plans
- Static lifecycles versus dynamic lifecycles
- Next generation investment defaults
- Effects on Investment Products
Moderator:
Group Manager, Treasury & Investments, LONDON BOROUGH OF EALING PENSION FUND
Panelist:
European Partner, MERCER
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| 15:00 |
Protecting purchasing power: The case for multi-strategy currency investing
Head of Fundamental Economic Research, RECORD CURRENCY MANAGEMENT LIMITED
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| 15:20 |
Identifying Emerging Talent- Identifying Strategies for Changing Markets
- Small doesn't necessarily equate to niche: which are the small funds that are pursuing genuinely unique strategies that are uncorrelated to the rest of the market?
- As the best small funds attract more and more interest, what measures are in place to ensure their niche strategy doesn't become main stream?
- Discovering and Seeding Emerging Talent
Moderator:
CIO, DHANDSA FAMILY OFFICE
Panelist:
Managing Partner, ABACI INVESTMENT MANAGMENT
Partner, AMATI GLOBAL INVESTORS
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| 16:20 |
Afternoon Refreshment Break
Sponsored by:
RECORD CURRENCY MANAGEMENT LIMITED |
| 16:40 |
ROCK SOLID INVESTMENTS
- Why Natural Colored Diamonds are investor's and funds best friends.
- Recession proof, preservation and growth track History.
- What the world has to say about it as the awareness is spreading.
President, ELITE DIAMS
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| 17:00 |
The Change of Classic Investment To Modern Capital Enhancement
- Venture Capital Investments
- Mezzanine Investments
- Buy-Out Investments
- Turn Around Investments
- Business Angels
- IPO
Executive Director Business Development, DE MICCO & FRIENDS GROUP |
| 17:20 |
How Fixed is Fixed Income- How Safe is Fixed Income
- What is the role of the rating agencies and do they make a fair assessment of risk or just follow the herd.
- To what extent is the speculative market distorting the attraction of fixed income for the pension fund with long horizon?
- How much fixed income should a fund aim for and are good quality corporate bonds now preferable to public debt
Moderator:
General Counsel, NYC POLICE PENSION FUND
Panelist:
Director, INTERNATIONAL UNIVERSITY OF MONACO
Chairman, SPARK VENTURES
INDEPENDENT TRUSTEE
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| 18:00 |
New governance rules on Investing in Alternatives: Fiduciary Control and Client Demands
- Fiduciary Management, Governance in the Netherlands
Moderator:
Director, STICHTING PENSIOENFONDS SCA
Panelist:
CIO, MN SERVICES
Chairman, FAMILY OFFICE OF RICHARD SCHIFFRIN
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| 18:30 |
Welcoming Cocktail Reception
Sponsored by:
Bombardier |
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Wednesday, 19 October 2011 |
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| 8:45 |
Continental Breakfast |
| 9:45 |
Co-Chair Opening Remarks
Trustee, BOCA RATON (FL) POLICE & FIRE RETIRMENT ASSOCIATION |
| 9:50 |
Mis-Behavioral Finance – Algorithmic Trading in Turbulent Times
President & CEO, Dominion Capital Management, INC. |
| 10:10 |
SPACs As a Re-Emerging Asset Class: Principal Protection with Equity Upside
Partner & Chief Investment Officer, VANTAGE GLOBAL INVESTMENTS |
| 10:30 |
Emerging Markets: The Next BRIC Thing
- Looking ahead which markets are poised to outperform and why
- What are the risks of emerging market investing that persist
- What are the macro factors suggesting structural change within the emerging markets
- Emerging, sub-merging or re-emerging
- The Next 11, Civets or BRICS
- Diversification or the 'consumer' concentration- where to look and why
Moderator:
Principal, MAJLIS ANALYTICAL RESEARCH
Panelist:
CEO, AFRICAN GROWTH PARTNERS LTD
Head of Portfolio Investments, VTB CAPITAL
CIO, SG ALPHA |
| 11:30 |
Morning Refreshment Break
Sponsored by:
DOMINION CAPITAL MANAGEMENT, INC.
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| 12:00 |
Hedge Funds: Hedge Hogging
- Are investors' expectations of returns excessive in this environment of excessive risk
- Many niche strategies can offer portfolio diversification and generate higher returns, but what are the risks and opportunities
- Investment portfolios as it relates to sourcing managers and strategies across asset classes and regions of the world.
Moderator:
Managing Director, LOEB PARTNERS
Panelist:
CEO, TELLURIDE ASSET MANAGEMENT LLC
Trustee, BOCA RATON (FL) POLICE & FIRE RETIRMENT ASSOCIATION
Chief Executive Officer/Chairman, WENTWORTH HALL CONSULTANCY |
| 12:45 |
Luncheon |
| 14:00 |
UCITS hedge fund - How to use them in a hedge fund portfolio context and are they useful?
- What do investors require/expect from UCITS hedge funds?
- Can UCITS hedge fund perform as good as the offshore vehicles?
- Which hedge funds strategies make sense - stretching the regulatory boundaries?
- Are there any unknown risk?
Moderator:
Head of Hedge Funds, FERI TRUST GMBH
Panelist:
Director, HTS FOUNDATION
Senior Consulting Actuary, GOVERNMENT ACTUARY DEPARTMENT (UK) |
| 14:45 |
Opportunities and Solutions in the European Debt Crisis
CIO, ALTANA WEALTH |
| 15:15 |
Meet the Manager Showcase
In this session seven investment managers will present their individual investment strategies to the congregation. Each manager will have ten minutes to speak about their background, strategy, methodology and performance of their funds. It is suggested that they present for eight minutes and have a Q&A session from the audience for the following five minutes. The manager is not allowed to use PowerPoint or any other interactive presentations.
Moderator:
Trustee Director, MOTOR INDUSTRY PENSION PLAN
Panelist:
Portfolio Manager, RAB CAPITAL
Strategic Development, EMANCIPATION CAPITAL
Head of Institutional Plantation Sales, TFS CORPORATION LTD
Partner, TREE CAPITAL, LLC
Managing Director, First Growth Bordeaux Ltd (UK) |
| 16:15 |
Afternoon Refreshment Break
Sponsored by:
VANTAGE GLOBAL INVESTMENTS |
| 16:30 |
Private Equity: Is it Time to Increase your Allocation?
- What impact do business cycles have on PE investing?
- Does PE belong in an Alternative Investment portfolio and how may it succeed or fail in contributing to broader, portfolio-wide investment objectives?
- What are some techniques in managing risk in a PE portfolio?
- Does the current position of the business cycle provide good timing to add to your PE position?
- What PE strategies are currently producing the best returns? Venture vs Buyout?
- How appropriate is it to include direct investments in emerging markets in a PE fund?
- PE Fund-of-Funds(FoF)-do they really add value?
- Views on appropriate asset allocation within a PE fund.
Moderator:
Trustee, SAMBA FINANCIAL GROUP-UK PENSION SCHEME
Panelists:
Partner, PARISH CAPITAL ADVISORS, LLP
Managing Director, FERGUSON PARTNERS FAMILY OFFICE (MFO)
Partner & Analyst in European Private Equity, ALBOURNE PARTNERS LIMITED |
| 17:30 |
Commodities and Precious Metals
- "Gold and silver: commodities or currencies?"
Moderator:
Founder & Administrator, FIDULEX-ENGINEERING SA
Panelist:
PRIVATE INVESTOR
Commodities and Financial Risk Advisory, VON-WERTH-MANAGEMENT- CONSULTING |
| 18:30 |
Cocktail Reception
Sponsored by:
EFG BANK (MONACO) |
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Thursday, 20 October 2011 |
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| 8:00 |
Continental Breakfast |
| 8:45 |
Co-Chair Opening Remarks
Managing Director, LOEB PARTNERS |
| 8:50 |
Agriculture macroeconomics, what the big numbers are really showing?
Secretary of State, President & CEO - TOCANTINS STATE DEVELOPMENT BANK, Board Member, BRAZILIAN ASSOCIATION OF DEVELOPMENT BANKS
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| 9:15 |
Successful Real Estate Investment Strategies in Today's Time
- Property as Inflation Hedge
- A new bubble at property prices
- Major errors in managing real estate
- New Opportunities in Real Estate Investments
Moderator:
Managing Partner, IMMOBILIS GMBH (FAMILY OFFICE)
Panelists:
Partner, COX & VERHOEVEN FAMILY OFFICE
Managing Partner, VICTORIA CAPITAL PARTNERS (SFO)
Duke of Westminster Family Office, GROSVENOR LIMITED- FAMILY OFFICE
Vice President, FINIMMO WEALTH MANAGEMENT
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| 10:15 |
Alternative Asset Allocation Models for Institutional Portfolios in Times of Academic Re-orientation
- Asset allocation beyond Markowitz's MPT
- Swenson's revised Yale model still the leading MAC (multi-asset-concept)?
- Will Solvency II force (re-)insurance companies and pension plans to change their allocation profiles?
Moderator
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Panelist:
Founder, Managing Director, PANTHERA SOLUTIONS
PRIVATE INVESTOR
Chief Financial Officer, TRANSCLICK INC.
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| 11:15 |
How to design and implement a realistic Risk management Strategy?
- Are investors managing the risks they are truly exposed to? Or the risks the market or the competition is creating for them?
- Who to rely on when implementing a Risk Management strategy? Consultants? Banks? Asset Managers? How to assess the risk of Fraud?
- Can risk management be made simple? Or at least simpler?
Moderator:
Director of Investment Research, NEST PENSION SCHEME
Panelists:
Managing Partner, BREEDY HENDERSON LLP
Director, SDB PENSION FUND |
| 12:00 |
Luncheon
Sponsored by:
DE MICCO & FRIENDS GROUP |
| 13:00 |
Art as an Alternative Asset Class
- Volatility, Opacity, Irrationality and Illiquidity of the art markets: Art's low correlation with the equities market and desirable risk and reward ratio makes it an attractive investment
- Art Investment Funds - Risks, Chances, Returns and Business Models: How to treat art as an asset class from an investor's perspective
- Trends around the rise of art as an alternative asset class: Incorporation into diversified portfolios - with special reflection on chances and risks collecting photography
- Financial or Emotional asset: Legacy with Art and Foundations - National and International Strategies
Moderator:
Florian Mercker, Principle/ESQ, PHIDIAS RECHTSANWALTE
Panelist: |
| 13:20 |
What is Socially Responsible Investment (SRI)? Identifying the industry's goals and the different strategies adopted when deciding whether to invest.
- What are ESG factors and how are they evaluated? What are the different criteria used when measuring ESG? The significance of the UN-backed Principles for Responsible Investment.
- How does SRI connect with emerging markets investments?
- Has the financial crisis moved SRI into mainstream debate or made it too much of a luxury?
- Where does SRI meet social investment and even philanthropic grants into social enterprise? What is the difference between finance first and impact first investing?
Moderator:
CEO, THE SOCIAL INVESTMENT CONSULTANCY
Panelist:
CEO, ETHIX SRI ADVISORS
Designer of the Ethical Water Exchange, PRANA SUSTAINABLE WATER FOUNDATION
Trustee, SHOREHAM PORT AUTHORITY
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| 15:15 |
Closing Remarks |
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Untitled Document
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