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Programme Monday, 3 September 2012
Macro view
Macro-economic challenges in established markets
8.15 – 9.00
Registration
9.00 – 9.20
Welcome address Christian A. Katz, SIX Swiss Exchange; Björn Zern, NZZ
Future of the Swiss financial centre: Common strategies and opportunities
9.20 – 9.50
Challenges for Switzerland as a financial centre
Thomas J. Jordan, Swiss National Bank
9.50 – 10.20
Capital markets in turmoil – Global regulatory, political and economic
challenges Walter B. Kielholz, Swiss Re
10.20 – 10.50
Impact of regulation on the successful future of the Swiss financial centre
Patrick Raaflaub, Swiss Financial Market Supervisory Authority FINMA
10.50 – 11.20
Coffee & networking
11.20 – 11.50
Changes and challenges in the Swiss financial centre
Urs Rohner, Credit Suisse Group
11.50 – 12.50
ebate: How do we reposition the financial centre? Implications for the
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financial and industry sectors: Roland Abt, Georg Fischer; Gerold Bührer,
Economiesuisse; Peter Gomez, SIX; Patrick Odier, Swiss Bankers Association;
Patrick Raaflaub, Swiss Financial Market Supervisory Authority FINMA;
Pierre Wauthier, Zurich Insurance Group; Moderation: Markus Spillmann, NZZ
12.50 – 14.15
Lunch & networking
14.15 – 14.45
T he outside view: Financial centres in radical change – The perspective
of Luxemburg Luc Frieden, Government Luxemburg
14.45 – 15.15
T he outside view: Defining factors for the private banking industry – Taking the
long-term perspective H.S.H. Prince Max von und zu Liechtenstein, LGT Group
15.15 – 15.30
Interview with Luc Frieden and H.S.H. Prince Max von und zu Liechtenstein
Currency effects – Euro: quo vadis?
15.30 – 16.00
The US view on currency effects Edward Yardeni, Yardeni Research
16.00 – 16.30
Coffee & networking
16.30 – 17.00
Euro crises and the economic outlook for the eurozone Pier Carlo Padoan, OECD
17.00 – 17.30Lessons learned from the Nordic countries Marcus Wallenberg, SEB, Investor AB
17.30 – 18.15
Debate: Europe and the euro at a crossroads: Implications for policymaking,
banking and investors: Philipp M. Hildebrand, Former Governor, Swiss National
Bank; Axel A. Weber, UBS; Moderation: Peter A. Fischer, NZZ
from 18.15
Aperitif with snacks & networking
Equity view & perspective
Small-cap presentations
10.20 – 10.50 Carlo Gavazzi Holding
10.50 – 11.20
Coffee & networking
Coffee & networking
11.20 – 11.50
Cosmo Pharmaceuticals
11.50 – 12.20 Schaffner Holding
12.20 – 12.50
Orell Füssli
Going & being public
Welcome (SIX Swiss Exchange)
IPO readiness Philipp Hofstetter, PwC
Going public the Swiss way Marco Estermann,
SIX Swiss Exchange
IPO process Patrick Treuer, Credit Suisse
Post-IPO Dieter Gericke, Homburger
12.50 – 14.15
Lunch & networking
14.15 – 14.45 Schmolz & Bickenbach
14.45 – 15.15 Mobimo Management
15.15 – 15.45 Starrag Group
16.00 – 16.30
Coffee & networking
16.30 – 17.00
Siegfried Holding
17.00 – 17.30 SHL Telemedicine
Programme modifications reserved
Workshops
Legal, Tax, Consulting
Lunch & networking
Bank lending and capital markets – both in
retreat?
Participants in the debate:
Roland Abt, Georg Fischer; Stefan Frischknecht,
Schroder Investment Management; Marco Illy,
Credit Suisse; Christian A. Katz, SIX Swiss
Exchange; Hélène Weber-Dubi, Orior
Moderation: Stephan Klapproth, 10vor10 – SRF
pportunities for asset managers in
O
Switzerland
Christian Soguel, Ernst & Young
Olaf Toepfer, Roland Berger Strategy Consultants
Convertible bonds
Marc Klingelfuss, Dominik Meyer, Tolga Yildirim
Bank Vontobel
Programme Tuesday, 4 September 2012
Macro view
Impact of emerging markets and demographic changes on capital markets
8.15 – 9.00Registration
9.00 – 9.30
Megatrends
Giles Keating, Credit Suisse
Emerging consumer / Soft commodities
9.30 – 10.00
Navigating in the age of structural reform: The role of consumers
Olin Liu, China International Capital Corporation (CICC)
10.00 – 10.30
The power of the Asian consumer
Jean-Claude Biver, Hublot
10.30 – 11.00
Coffee & networking
11.00 – 11.30
11.30 – 11.40
11.40 – 12.00
12.00 – 12.15
The impact of growing emerging markets on logistics
Reinhard Lange, Kuehne + Nagel International
The current situation in Africa
Markus M. Haefliger, NZZ
Sub-Saharan Africa – The tipping point
Aly-Khan Satchu, East African Financial Portal Rich Group
Markus M. Haefliger interviews Aly-Khan Satchu
12.15 – 13.30
Lunch & networking
13.30 – 14.00Hard and soft commodities – Will these asset classes protect you against
inflation? Thorsten Polleit, Degussa Goldhandel
14.00 – 14.30
Soft commodities markets – Drivers, impacts and challenges for big players
Margarita Louis-Dreyfus, Louis Dreyfus Group
14.30 – 15.00
Sustainable cocoa – From belief to business
Andreas Jacobs, Jacobs Holding, Barry Callebaut
15.00 – 15.30
Coffee & networking
Demographic changes / Aging societies
15.30 – 16.00
The global impact of demographic change Laurence J. Kotlikoff, Boston University
16.00 – 16.30
Increasing longevity and the coming paradigm shift for investing
Quintin Price, BlackRock
16.30 – 17.00
Aging of the European population and its effects on financial markets
Bruno Pfister, Swiss Life Group
17.00 – 17.15
Conclusion
17.15End
Equity view & perspective
The financial industry in transition
9.30 – 10.00Investment strategy in a challenging global environment
David Blumer, Swiss Re
Workshops
Investment strategies & ideas
From a balance sheet recession to
financial repression
Asoka Wöhrmann, DWS Investments
10.00 – 10.30
A new era for private banking
Zeno Staub, Vontobel Group
The big short fantasy
Jonathan Wilmot, Credit Suisse
10.30 – 11.00
Coffee & networking
Coffee & networking
11.00 – 11.30The future of the US wealth
management market
Stephen N. Potter, Northern Trust
Global Investments
Why the Asian consumer matters
Kevin Lyne-Smith, Credit Suisse
11.30 – 12.15
Debate: The financial industry in transition D. Blumer, Z. Staub, St. Potter
Moderation H. Baumann, AIC-SFA
12.15 – 13.30
Lunch & networking
Lunch & networking
Expansion into new markets
Growth of population & aging societies
13.30 – 14.00What old Europe can learn
from China
Michael Buscher, OC Oerlikon
The case for high income equities
Quintin Price, BlackRock
14.00 – 14.30Autoneum – Mastering noise and
heat in automotives
Urs Leinhäuser, Autoneum
Infrastructure investing in Europe
– an attractive albeit not risk-free
investment opportunity Serge-Alexandre
Lauper, Swiss Re Asset Management
14.30 – 15.00 Capturing growth through market
diversification
Thomas Bucher, Gategroup
lobal demographics: How do they
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affect GDP growth, asset prices and
fiscal sustainability?
Amlan Roy, Credit Suisse
15.00 – 15.30
Coffee & networking
Coffee & networking
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