WORKSHOP PROGRAMME
ROOM A
DAY ONE - 4th DECEMBER 2007
08.30 Breakfast & Registration
09.15 Opening Remarks
Chairperson: John D. Robertson, Director, The Synergy Partnership
09.30
10.00
Money Makes the World Go Round. Financials Guy de Blonay, Fund Manager, New Star Global
Form more than 25% of Major Global Indices. Financials Fund, New Star Asset Management
But just How Much Diversity is There within
the Sector? Can it Deliver Strong Returns at
all Stages of the Market Cycle?
Event Driven - Still the Most Attractive Hedge Fund Style?
Sven Lidén, Head of Business Development and Client Services, RMF Investment Management
10.30 Jupiter’s Expertise in Green Investing and the Jupiter Climate Change Solutions SICAV
Charlie Thomas, Fund Manager, Director and Emma
Howard Boyd, Head of Socially Responsible Investment and Governance, Jupiter Asset Management Limited
11.00 Winning or Losing with Option Trading
Marco Bartolucci, Head of Structured Products, Clariden Leu PB, Clariden Leu Ltd.
11.30 Correlation as an Asset Class Olivier Bill, Head of Adequity Switzerland, Société Générale Corporate & Investment Banking
12.00 Higher Yield or Higher Risk Buffer. Why Swiss Dr. Wolfgang Gerhardt, Managing Director, Investors Love Worst of Structured Products Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd.
12.30 BREAK
14.15 Afternoon Chairperson: Myret Zaki, Financial Journalist, Le Temps
14.30 Client-centric Platforms for Effective Structured Product Sales
Christophe Magnin,Vontobel Investment Banking, Advisor Financial Products, Bank Vontobel Genève SA
15.00 Advantages of Structured Products for Wealth Management
Marceline Try, Structured Products Sales, Director, Private Investor Products, ABN Amro Bank
15.30 Structured Products - Panel Discussion
Chairperson: Myret Zaki, Financial Journalist,
Le Temps
Panelists from Banque Vontobel Genève SA, Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd., ABN Amro Bank, Société Générale Corporate & Investment Banking
17.15 Cocktail Reception sponsored by:
DAY TWO - 5th DECEMBER 2007
08.30 Breakfast & Registration 09.15 Opening Remarks
Chairperson: Simon Denton, Managing Director,
Sovereign Corporate and Fiscal Services Limited
09.30 Structuring Real Estate Business in Europe: Fiscal, Legal and Financial Approach in Order to Secure Real Estate Assets Investments
Moysee Dargaa, Fund Manager, Fortis Intertrust / Fortis Direct Real Estate Fund S.C.A
10.00 Corporate Conversions - Adapting to Change
Brad L. Berman, President & Jill Keohane, Chief Corporate Counsel, Liberian International Ship and Corporate Registry
10.30
11.00
11.30
Doing International Business in British Columbia: The Competitive Advantage
Robert Fairweather, President of International
Financial Centre British Columbia
Andrew Parkinson, Director of Van Arbor Asset Management Ltd. US Tax Pitfalls of Investing in US Real Estate and Complex Issues Faced by US Beneficiaries of Fund Trusts
Darlene Hart, Chief Executive Officer, US Tax & Financial Services Ltd. Suspicion on the Money Laundering: How to Prove You Are Innocent Dr.Vladislav V. Mudrych, Head of Eastern Europe, Hypo Investment Bank, (Liechtenstein) AG
12.30 BREAK
14.15 Afternoon Chairperson:
Simon Denton, Managing Director,
Sovereign Corporate and Fiscal Services Limited
14.30 The 2007 Global Private Banking /
Wealth Management Survey of PwC
Dr. Philipp Hofstetter, Partner, Head of Financial Services Industry and Head of Mergers & Acquisitions PricewaterhouseCoopers AG
15.00
International Tax Planning - Panel Discussion
Chairperson: Simon Denton, Managing Director, Sovereign Corporate and Fiscal Services Limited
Panelists from NZ Securities Limited trading as NZ Securities Trusts, US Tax & Financial Services Ltd., Liberian International Ship and Corporate Registry 16.00
Onshore Offshore Financial Centres -
Panel Discussion
Chairperson: Michael Wyler, Managing Director, IRI Corporate & Maritime Services (Switzerland) AG
Panelists from International Registries, Inc., Convention of Independent Financial Advisors, CIFA, International Financial Services London, International
Financial Centre British Columbia
17.15 Cocktail Reception sponsored by: