Moderator:
Managing Director, SAINT LEONARDS, FAMILY OFFICE

Panelists:
Principal, MAJLIS INVESTMENT
President, Pepper International
Chairman & CEO, INTEGRAL INVESTMENT HOLDINGS GROUP CO, LTD
Board Member, Director, BELESTA AG

• Which asset classes and strategies have the most potential for stable returns for the rest of 2011?
• Dynamic Asset Allocation Strategies
• Risk and Rewards to adding alternative assets as volatility hedges
• Style selection criteria - how to decide what works best for your Family Office

Moderator:
Founder, BEZEMER BEHEER

Panelists:
Co-Founder & Fund Manager, RATIO ASSET MANAGEMENT  
President and Founder, TITAN ADVISORS
Founder & President, YORKVILLE ADVISORS
Founder & Chief Investment Officer, DASHEVSKY & PARTNERS  

Chairman:
Partner & Analyst in European Private Equity, ALBOURNE

Panelists:
Executive Vice President, LOMBARD ODIER

• Emerging Market currencies: EM currency as a way to protect the purchasing power of your assets in a world where traditional fiat currencies EUR, USD are increasingly called into question.
• Currency as an asset class: Allocation to currency betas (e.g. carry, momentum, value) as a way to diversify your portfolio returns at a time when traditional betas may be exhausted or increasingly crowded
• Equities: increasingly volatile, and cycle needs to be timed.
• Bonds: at risk of an unwind?
• Opportunities in structured credit products and the US mortgage market
• Sustainable Plantation Forestry with exposure to emerging markets, a high return low correlation strategy.

Moderator:
President & Founder, MACK INTERNATIONAL, LLC

Panelists:
Head of Fundamental Economic Research, Record Currency MANAGMENT
Founder, CYGNA NEGRA
Chief Executive Officer, WYETREE ASSET MANAGEMENT LIMITED
Head of Institutional Plantation Sales, TFS CORPORATION LTD

Investment Director Listed Equities, CYRTE INVESTMENTS

Sponsored by: PIMCO

• How to stay on top of new strategies
• Manager selection; insuring that an affective process is in place
• Due diligence best practices
• Do outsourced managers provide the transparency you need?
• Are the fee's worth the risk profile?
• Is brining a consultant on board a good option?

Moderator:
Family Officer and Investment Strategies Advisor, GUYNEMER INVESTMENTS

Panelists:
Chief Investment Officer, HALKIN INVESTMENTS LLP
COO, Telluride Asset Management, LLC
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Head of Funds Due Diligence, Mediobanca-  Banca di Credito Finanziario S.p.A

• Which strategies provide the best clarity for their investors?
• Disappointing Hedge Funds returns in 2010 ; same in 2011?
• How can ownership strategies create and preserve long term value for Family Offices?

Moderator:
President & Founder, FRICK CAPITAL SA

Panelists:
Managing Partner & Chairman, Golden Peaks Capital
Chief Investment Officer, DHANDSA FAMILY OFFICE
Portfolio Manager, COLLARD CAPITAL
Founding Partner & Portfolio Manager, BLACK ANT INVESTMENT MANAGEMENT

• Proprietary rating tools vs. Rating Agencies
• Forecasting default and recovery rates
• Historical outlook on distressed debt
• A look at the difference between bonds and structured product. 
• Managing your credit risk

Moderator:
PRIVATE INVESTOR

Panelists:
Managing Member & Portfolio Manager, SCHULTZE ASSET MANAGMENT
Portfolio Manager, LOMBARD ODIER INVESTMENT MANAGERS
Senior Portfolio Manager, CAPSTONE CREDIT ADVISORS, LLC
Managing Partner & CIO, IRONSHIELD CAPITAL MANAGMENT

Sponsored by:
Golden Peaks Capital

Opening Remarks

Principal, MAJLIS INVESTMENT management

• Moving into an era of increasingly scarce energy
• New energy technologies can. unlock new sources of energy, improve the productivity of existing energy resources and reduce the environment footprint of energy usage How investors can profit from innovations in energy.

Partner, ALTIRA GROUP LLC

• Venture Philanthropy
• Sustainable giving options
• Micro Charity vs. Micro Finance
• The right vehicle for your philanthropic endeavors; charitable trusts and Foundations

Moderator:
Philanthropy Advisor, KING BAUDOUIN FOUNDATION

Panelists:
Executive Officer and Founder, INSAAN GROUP
Key Client Manager, WISE PHILANTHORY ADVISORS
Senior Philanthropy Advisor, FONDATION DE LUXEMBOURG
Founder & Administrator, FIDU-LEX ENGINEERING SA

• How can a managed account protect your investment?
• How to best use the information provided by a managed account
• How can investing in a managed account maximize you due diligence efforts?
• What are the benefits and drawbacks to managed accounts?
• Do managed accounts trade pari passu? How significant are the differences.

Moderator:
Partner & Investment Director, MIllTRUST (MFO)

"SPACs as a re-emerging asset class: principal protection with equity upside"

VANTAGE GLOBAL INVESTMENTS

• Investing directly with producers
• Investing in publicly traded assets
• When will the bubble pop? Will it ever?
• Is gold truly an inflation hedge?
• There are many ways to invest in the asset; which is the most appropriate for your portfolio?
• Silver as an alternative to gold

Moderator:
Principal, SFA - STERN FERMON ASSOCIES

Panelists:
PRIVATE INVESTOR
Market Strategist, THE PRECIOUS METALS FUND-LFP PRIME SICAV SIF S.A.
Founder and Managing Partner, MATTERHORN ASSET MANAGEMENT AG
Chief Executive Officer, GOLD TRUST AG
PRIVATE INVESTOR

• Creating a portfolio that can not only withstand the nebulous market outlook
• Building a global diversified portfolio
• Adopting a dynamic strategy that can adapt to unforeseen market movements
• Building a portfolio using ETF and active ETF
• Market timing tools & techniques

Moderator:
President and CEO, HABSBURGO FAMILY OFFICE

• Is distressed debt still available at attractive prices?
• Quantitative vs. Fundamental Strategies
• Opportunities in Fixed Income: how to benefit from rising interest rates for conservative and aggressive investors

Moderator:
Senior Investment Consultant, MERCER

• Fundamental and technical factors impacting the different asset classes within the region; will the exceptional recent performance be sustainable, or has a bubble emerged?
• Current opportunity-set and a candid assessment of risk characteristics for the different asset classes within the region.

Moderator:
Managing Partner, BREEDY HENDERSON LLP

• Publicly traded private equity firms as an alternative
• Smaller mid market strategies; will they continue to outperform the larger ones?
• Is liquidity still an issue for investors?
• Private Equity in Emerging Markets; Tiger vs Dragon
• Are exit strategies viable for 2011 markets?
• Avoid the fees: Co-Invest
• Direct investments: an orphan asset class
• Direct investments: keys to protecting the value of the investment

Moderator:
CEO, SHEPPARD INVESTORS AG

Cocktail Reception

Sponsored by:
Davidoff

Continental Breakfast

Sponsored by:
VANTAGE GLOBAL INVESTMENTS

Chief Executive Officer/Chairman, WENTWORTH HALL CONSULTANCY LTD

• The Road to Famine.
• The kinds of crops grown must be strictly regulated.
• By the year 2050, there are projected to be 9.85 Billion people on the planet.
• Everything on our planet is connected, none more so than water and food.  Without water there is no food.  Without water there is no life!
• Biofuel production must cease forthwith, and those farmlands returned to food production.
• a single authoritative body of knowledgeable people should be placed in charge of food production planning and water usage for all farmland worldwide.

• Compelling investment case for hidden gem of the N-11
• Participating in long term growth
• Investing in uncorrelated market via first UCITS fund
• Unique opportunity in contributing to charitable giving

• Are UCITS structures right for Asset Managers?
• Are UCITS structured investments right for investors?
• What effect will UCITS have on my profitability?

Moderator:
Former Chairman of Virginia Retirement System, FORMER VIRGINIA RETIREMENT SYSTEM

• Key global drives: "The scarcity factor theory and the 4 F's"
• Gaining an exclusive insight into the investment opportunities in LATAM, with a special focus in Brazil.
• Analyzing what are the biggest agricultural infrastructure challenges in Brazil.
• Why Brazil is becoming so attractive for international private investors, banks and Funds.
• Strengths, weaknesses, opportunities and threats of an Agro investment portfolio in Brazil.

• Overview of the current tax and regulatory environment
• Exploring new tax structures that can protect you and you assets
• Offshore structures? Are they right for you and your family office?
• Can relocating be a strategy for you?

Moderator:
Managing Partner, MY GLOBAL ADIVSORS

• Can adding real estate to your portfolio act as inflation hedge
• What type of distressed assets are poised for a recovery?
• CMBS markets are they coming back?
• Executing in an environment with lower valuations and limited liquidity
• Lending at an all time low, how long will this last?
• Where will interest rates go and how will that effect your real estate investment?
• Diversification in real estate, looking into the different subclasses

Moderator:
Principal, RAIRE FAMILY OFFICE

What is Effecting Commodity Markets in 2011:

• What is driving the commodities markets: growing global wealth and it’s middle class, fundamentals, shortage and or surplus of products, weather?
• Who are driving prices up: Speculators, Genuine investors, Fund managers and or Hedgers?
• What are the markets most effected by sudden price rises and why? Crude oil, wheat, corn, rice, sugar, iron ore or what?
• What about the smaller markets like cocoa, rubber, etc? Who and what affects them?
• Who are driving prices down?

Moderator:
INDEPENDENT ADVISOR

Panelists:
Chief Executive Officer/Chairman, WENTWORTH HALL CONSULTANCY LTD
Founder & Managing Partner, XTAL STRATEGIES
CEO- Head of Investments, WENTWORTH FAMILY OFFICE

Moderator:
Managing Member, GRAYMATTER STRATEGIES, LLC

Panelists:
President, GENSPRING FAMILY OFFICES (MFO)
Founder, DENARIUS CONSEILS & GESTION SA
Executive Director, Head Geneva Branch & Deskhead Private Banking Middle East, FALCON PRIVATE BANK LTD
Founder & Managing Partner, AURUM CAPITAL PARTNERS, S.A.

Luncheon