PIMS International: an outstanding environment for new pan-European business opportunities!
Diane Jacobs
Castlestone Management LLC
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Conference programme
Research for the 2010 conference programme is now underway. Information is featured below on the sessions which are currently confirmed.
For an example of the many sessions which have taken place at Victoria Jungfrau, please visit our 2009 final conference programme or event review below:
2009 Conference Programme
2009 Event Review
If you would like to contribute or have any specific questions on 2010 conference sessions then please email the Conference Manager, Victoria Coles who would be delighted to hear from you.
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Opening Address 2010
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| The Global Economic Outlook |
| Dr. Klaus W. Wellershoff, CEO Wellershoff & Partners Ltd, Zurich |
Current economic development is still dominated by the aftershocks of the world financial crisis of 2008. With fiscal deficits at record highs and interest rates at record lows there is little room for governments to further stimulate the economy. On the contrary policy makers are struggling to find a way back to normality as private demand does not seem to be sufficiently strong to cope with a full-blown policy reversal. What will the new normal look like? And how will we get there? These are two questions that Dr. Wellershoff will attempt to answer.
Dr. Wellershoff is CEO of Wellershoff & Partners Ltd, an international consultancy specializing in macroeconomic and financial research.
Until spring 2009 Dr Wellershoff has had a long-standing career with UBS serving as its Chief Economist for 12 years. During the last six years with UBS he has also held the position as Global Head of Wealth Management Research and Chairman of the Investment Committee of its wealth management business. From 2006 until 2009 he additionally served as a member of the Group Managing Board of UBS.
He started his career with an apprenticeship with Sal. Oppenheim jr. & Cie. in Cologne. Thereafter, he graduated from the University of St. Gall with a major in economics and business administration. During his PhD studies at the University of St. Gall, he was invited by the Department of Economics at Harvard University, as a visiting fellow.
Dr Wellershoff is Member of the Board of Schindler Holding AG, the Institute of Economics at the University of St. Gallen, and the board of trustees of the World Demographic Association. |
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Keynote Address: Friday Afternoon
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| The TIDES of Change |
| Dr. Graeme Codrington, Co-Founder, TomorrowToday |
The recent financial crisis has been more than just an economic downturn. Major shifts are taking place in almost every industry around the world as new rules for success and failure are written. There are five key forces that will shape the business landscape over the next decade more than any others. And they threaten to disrupt the world of work as we know it. They are the TIDES of Change: Technology, Institutional upheaval, changing Demographics, the Environment and shifting Societal values.
Dr Graeme Codrington, renowned futurist, researcher, author and international presenter, will explain why these trends are disrupting business and provide a framework to show you how to respond effectively and take advantage of the turbulent times ahead. The presentation includes well researched insights into the near future, packaged together with key trends, relevant and interesting facts, case studies and multi-media clips. It will provide the context necessary for you to set a strategic agenda that will ensure your success in the next decade. It has application for your organisation, your department and your personal career development.
It is a guaranteed paradigm shaker and conversation starter as you and your team develop your strategies. The content challenges commonly held assumptions about business and how the world works. Consequently, it invites strategic insights, understanding and discussion, and is laced with a practicality and a gently rebuking humour that makes it immediately applicable and highly memorable.
Dr. Graeme Codrington is a prolific writer, international speaker and expert on multi-generational workplaces and the new world of work. Graeme lectures at four business schools, including the London Business School. He has a DBA and three best-selling books published by Penguin. His work experience includes KPMG and an entrepreneurial IT startup, ensuring that his blend of insight and practical experience, laced with humour, always adds value. |
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After Dinner Address
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| The Space Adventures of Claude Nicollier |
| Claude Nicollier, Switzerland’s first astronaut |
Claude Nicollier was Switzerland’s first astronaut. Until recently he was working at NASA. As a veteran of four space flights, Claude has logged more than 1000 hours in space. He is also the former Captain of the Swiss Air Force.
In his after dinner speech he will give the audience an insight into what it is like to be in space and share with them his first hand experiences. |
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The supertrends of the coming decades - and how investors can benefit from them
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| Industry Focussed Session |
| Lars Tvede, Author and Co-Founder, CarryQuote AG |
The world is now facing staggering change. Our population will grow, age and urbanize, and global purchasing power will have quadrupled by 2050. We will soon experience computers that exceed human intelligence, ubiquitous robots, “unmanned science”, and a biotechnological revolution enabling personalized medicine, fourth generation clean biofuels, exponential growth in farm yields, and even the recreation of extinct species. The construction of real estate will soar, and so will the demand for energy and commodities - as well as for luxury, story-telling and adventure. In his speech, Lars Tvede will explain how and why all this will happen, and he will outline the greatest long term investment opportunities it creates.
Lars Tvede holds a Master´s degree in Engineering, a Bachelor's degree in International Commerce, and is a certified derivatives trader. After spending 11 years as trader, banker and portfolio manager, Lars moved to the high tech business area in the mid 1990s, where he co-founded and seed-funded a number of award-winning startup companies in the satellite communication, Internet and mobile spaces. He is also founder of Beluga, a highly profitable investment and derivative trading company.
Most recently, he co-founded CarryQuote, a financial information company which won the coveted Red Herring Global 100 Award in 2009 and the IMD Startup Competition in 2010.
Over the years Lars has authored or co-authored many books covering financial trading, marketing research, marketing planning, general economics, crisis theory, and telecommunication/software, including The Psychology of Finance and Business Cycles - History, Theory and Investment Reality. Lars has been listed in The Guru Guide to Marketing as one of the World's 62 leading thinkers of marketing. In 2010 he published Supertrends - Winning Investment Strategies for the Coming Decades - his view of how the world will evolve towards year 2050.
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Risk management for UHNW, HNW & private clients - adding value and strengthening the client relationship
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| Industry Focussed Session |
| Heiner Weber, Executive Vice President, Lombard Odier Darier Hentsch & Cie |
Heiner Weber is an Executive Vice President at Lombard Odier Darier Hentsch & Cie, where he advises private clients. Prior to this Heiner, 45, was responsible for a team of UHNW bankers at one of the leading global wealth managers.
Before joining UHNWI banking, Heinrich was active in the area of derivatives trading, and is a cofounder of the pan-European options market-making firm Servisen Trading AG, where he served as CEO.
Heiner is also Professional Risk Manager, a Certified Alternative Investment Analyst, holds the Certificate of Quantitative Finance and IMD’s Certificate of Lifelong Executive Learning. He participated in the Advanced Management Programme at Instituto Empresa business school.
Heiner has also published three books in the field of finance and banking, the most recent being “The UHNW banker’s handbook”.
Session synopsis to follow shortly. |
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Current opportunities of the Swiss Alternative Investments industry
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| Industry Focussed Session |
| Dr. Matthäus Den Otter, Managing Director, Swiss Funds Association (SFA) |
This session will provide an overview of the Swiss Fund of Hedge Funds & Single Manager Hedge Funds markets and the latest trends and developments within it. It will then move onto outlining the regulation of Fund of Hedge Funds in Switzerland in the past, present and future.
It will conclude by providing an insight into Switzerland will respond to the challenges of the AIFM-Directive.
Matthäus Den Otter, born in 1952, received a doctorate in law from the University of Zurich and also graduated from the Swiss Finance Institute. With effect from April 1, 2005, he has been appointed Managing Director of the Swiss Funds Association (SFA).
He is also a Vice-Chairman of Swiss Fund Data Ltd., Zürich, and a Member of the
Board of Directors of Efama, the European Fund & Asset Management Association
Efama, Brussels.
After finishing his legal training and a 2-year apprenticeship at Swiss Bank Corporation, Mr. Den Otter spent almost his entire career in the fund industry. From 1987 - 1994 as an Authorization Officer at the Swiss Federal Banking Commission. From 1994 – 1996 he was a Managing Director of the Swissca Funds Management Ltd., Bern. 1996, he returned to the Swiss Federal Banking Commission in order to become Deputy Head of the Authorizations/Investment Funds department. He has also published numerous articles and several books, including “Investmentfonds” (published by NZZ-Verlag) and a commentary on the Investment Fund Act. Until leaving the SFBC, he was also involved in the drafting of the new Swiss Federal Act on Collective Investment Schemes (‘CISA’).
Den Otter also participated in Missions organised by Multilateral Institutions providing for Technical Assistance in Kiew (1993) and Karachi 1994 (IMF; on Banking Supervision), Jordan & Palestina 1998 (IFC; Mutual Fund Regulation), in Beirut (to the Central Bank of Lebanon 1999 (IMF); and Baku 2001 (IMF; Central Bank).
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The Unstoppable shift to transparency and opportunities for the wealth management industry - a business transformation case study
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| Industry Focussed Session |
| Philip Marcovici, CEO, LawInContext and Dr. Stephan Ochsner, CEO Trust Services Division, Kaiser Ritter Partner |
A session loking at:
- A Liechtenstein and Swiss Perspective on growing global transparency: anticipating change and helping responsible wealth owners to navigate a changing world.
- The Kaiser Ritter Story: embracing transparency and influencing its environment.
- Kaiser Ritter and the Liechtenstein Disclosure Facility: an example of how a wealth manager can create change.
- Global transparency and client needs: enhancing the toolbox and developing the "Cup Holders".
- The transformation process: a case study.
- Handling client exits asociated with rigorous policies on tax compliance.
- The role of education and training in the transformation process.
Philip Marcovici:
Philip is the founder and CEO of LawInContext, the interactive knowledge venture of global law firm, Baker & McKenzie. Philip Marcovici retired from the practice of law at the end of 2009. Philip was a partner of Baker & McKenzie, a firm he joined in 1982, and practiced in the area of international taxation throughout his legal career. Philip was based in the Hong Kong office of Baker & McKenzie for twelve years, relocating to the Zurich office of Baker & McKenzie in 1996. Philip has also practiced law in each of New York and Vancouver, British Columbia.
Dr. Stephan Ochsner:
Dr. Stephan Ochsner (born 1967) has been Executive Director of the Trust Services Division in Liechtenstein since January 2009. In this capacity, he is responsible for expanding the trust services business for private and institutional clients. He also serves as Member of the Board of Directors of Kaiser Ritter Privatbank AG.
The doctor of law (University of Zurich) with Swiss legal training also completed post-graduate studies in international business law. He already served as CEO of the Management Services Division of the Kaiser Ritter Partner Group from May 2008.
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Increasing expectation management: challenges for the fund industry and its investors
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| Industry Focussed Session |
| Lorenz Altwegg, Head Fund Solutions, Bank Julius Baer |
This session will explore the following areas:
- The reputation of the fund industry suffered substantially during the crisis: major lessons learned and traps to be avoided for the future.
- Active versus passive management: the analysis of investment needs, liquidity considerations, investment horizons and the managers' opportunity-sets are key for suitable investment solutions.
- The importance of fund universe oversight: due diligence and monitoring, after-sales support and education as well as regulations and tax implications are getting more complex.
- The way forward: dustomized fund solutions are crucial to meet clients' investment expectations and comply with regulations.
As Head of Fund Solutions at Bank Julius Baer, Lorenz K. Altwegg is responsible for the general management of the bank’s fund research business as well as for the development of the global fund strategy and fund advisory functions. Together with his team of dedicated fund specialists, he handles the analysis and selection of traditional and alternative funds as well as the development of customised fund solutions and mandates. The bank’s clients thus benefit from independent advice and access to a large number of carefully selected investment funds. Prior to joining Bank Julius Baer in April 2010, Lorenz K. Altwegg held several leading positions at other Swiss private banks, including Head Hedge Funds at Bank Clariden Leu and Head Hedge Fund Investments at Bank Sarasin. Lorenz K. Altwegg holds an honours degree in economics from the University of Zurich.
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Looking at Newcits
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| Industry Focussed Session |
| Kate Hollis, Global Head of Fixed Interest and Alternatives, Standard & Poor’s Fund Research |
A session looking at:
- What new investment powers can investment managers can use under UCITS III?
- Why are hedge funds different from Absolute Return funds and why are they coming onshore?
- What types of funds fit easily into UCITS III format and which do not and why?
- Why do investors like UCITS III funds?
- What are the views of hedge fund managers and funds-of-hedge fund managers?
- Who is getting involved, who is not and why?
- How might the market develop in future
Kate joined Standard & Poor’s in 2004. She held positions in private client and corporate finance teams before working in fixed-income sales and trading in London and New York from 1983-1998. She then worked for funds-of-hedge-funds from 1999-2004. Her previous employers include leading financial groups such as Schroders, Deutsche Bank and Daiwa Securities. Kate has an MA in Mathematics from Oxford University.
At S&P Kate heads up the fixed-income team and is sector specialist for Absolute Return, Enhanced Money Market, Europe Fixed Interest & Emerging Debt books.
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Rock Star Reputation: how wealth managers can build one
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| Industry Focussed Session |
| Steven Loepfe, Founder and Chief Strategist, Peoplebrand |
In his conference session "Rock Star Reputation" peoplebrand strategist, author and speaker Steven Loepfe teases his audience with hands-on practical "stuff" on how wealth managers can build a strong reputation for amazing excellence from the inside out.
"Rock Star Reputation" - what wealth managers can learn from the Grateful Dead, Madonna, and Southwest Airlines.
"Rock Star Reputation" Topics:
• Where's the beef!? - Doing things of value that clients find memorable.
• Reputation is "you" - Why Southwest hires a smile, and trains for skills.
• Excellence, always! - Madonna's reputation: Great work, well told.
• Long tail vs. short term - What the Grateful Dead can teach a wealth manager.
• From fame to shame - Never ever let "it" happen and what to do if it still does.
Steven Loepfe is the founder and chief strategist at peoplebrand. He graduated in Zurich and Montreal in marketing, finance and service design. He worked with and led PR consultancies such as Knobel/Hill & Knowlton, Burson-Marsteller and PBC. Steven Loepfe teaches at Thunderbird University (AZ) and the Zurich University of Applied Sciences. He's the Author of various books and articles and hosts Switzerland's leading reputation excellence blog named spitzenruf.ch
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A fresh take on talent: how the recession has changed your top people and what you can do to get the most out of them
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| Professional / Career Development Session |
| Dr Graeme Codrington, Co-Founder, TomorrowToday |
This session will show you five essential strategies for attracting, retaining and engaging your talented staff.
The recession has been more than an economic downturn – it has served to accelerate a shift in expectations and attitudes among your top staff and customers. As the upturn begins, we’ll discover that we are not going to “go back to normal”. A new normal is emerging. The decade ahead is likely to be one of the most turbulent business environments we have ever experienced, and many companies are going to experience both a talent exodus and difficulties in keeping their remaining staff focused and engaged.
One of the most important keys to your success in the next 3 to 5 years is your ability to attract, retain and engage talented staff. But we need to learn the lessons of the recession, and the insane approach to the “war for talent” that preceded it. This session will provide a fresh take on talent, showing you how to build a talented company.
A company is only as good as the sum of its individual parts. Together we stand, divided we fall. Success in today’s new and more competitive world of work requires a growing commitment to each other and the goals of the company. This session looks at how leaders can get the collective passion and energy from its entire workforce by nurturing a supportive culture that focuses on innovation, performance and delivery. The session explores how a number of leading companies are getting this right and what talented people can do to build a star company and maximise the opportunities for themselves and their fellow workers.
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Brave new world: building competitive advantage in the new world of work
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| Professional / Career Development Session |
| Dean van Leeuwen, Co-Founder, TomorrowToday |
Brave New World uses a combination of the latest business research, humour, multimedia and case studies to reveal challenges coming over the horizon and most importantly what business leaders need to do to ensure competitiveness during what will be a very different decade from the one before. Trust in companies is at an all time low and leaders are going to have to work hard to rebuild relationships. The reality of this new world is that businesses need to become more personal and more values driven. The successful companies will develop deep and intimate connections with customers and partners. The next decade will be driven not by shareholder capitalism but consumer capitalism. Consumers now have more power than ever before and are seeking genuine two-way, mutually beneficial relationships. Using examples taken from yacht racing to life on coral reefs Dean paints a vivid and compelling view of the future of work. He will focus on the importance of vision, values, adaptive strategies, talented tribes, collaboration to show how we need to be rethinking marketing.
Dean spent 17 years working in marketing, innovation and strategy departments for leading global companies before starting TomorrowToday International. By the age of thirty he was Head of Group Strategy for AXA’s insurance business in Southern Africa. Dean was also a senior consultant on the McKinsey led team managing the largest financial services merger in South African corporate history. Because Dean intimately understands both corporate and entrepreneurial life he relates to a mix of audiences and is happy to tailor his approach to meet your audiences needs.
On completing an MBA from Henley Management College, Dean decided to do something typical of someone from his generation (Dean is a Generation Xer), he went off in search of a new adventure. He bought an around the world plane ticket and became an underwater photographer for a team researching Minke whales off the Great Barrier Reef and later undertook the grueling task of cycling around Madagascar raising money for charity. In 2003 Dean moved from South Africa to London and now lives in leafy village of Barnes.
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Highlights from Past Conference Programmes
Highlights form the 2009 Conference Programme
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| Keynotes, Industry & Non-Industry Specific Sessions |
| Sessions & Speakers |
Keynote Addresses:
• Opening Address – David Bodanis, Futurist
• Keynote Address - The Global Economic Picture - Prof. Norbert Walter, Chief Economist of Deutsche Bank Group and Head of Deutsche Bank Research
Industry Sessions:
• Applied Client Economics: measurable return with the right service proposition - Tilmann F. Spohr, Chief Client Officer & Managing Director, Bank Sarasin & Cie (Zurich)
• Advising clients on social investing - Dr Maximilian Martin, Senior Partner and
Chief Strategist, IJ Partners, Geneva
• China in the global financial crisis: great opportunity for investors? - Dr. Daniel V. Christen, Member of the Board of Directors of the Swiss-Chinese Chamber of Commerce & Past-Chairman Swiss-Chinese Chamber of Commerce
• The importance of due diligence: case study on Madoff - Frank Casey, President, Fortune Asset Management (USA)
• The next chapter in banking regulation in Europe: past, present and what the future holds - Dr Martin Maurer, Secretary General, Association of Foreign Banks in Switzerland
• Banking secrecy in Europe: good, bad or ugly? - Dr Martin Maurer, Secretary General, Association of Foreign Banks in Switzerland
Industry Focussed Panel Sessions:
• The ongoing impact of the credit crunch in Europe: next steps & moving forward - Chairman: Jörgen Hoolme, Director of Private Banking, Dresdner Bank Luxembourg S.A.
Panellists: Michel Arni, Chairman, Valartis Wealth Management
Hans-Georg Basilio, Certified Asset Manager, HypoVereinsbank AG
Michael Pechner, Head of Transaction Banking Sales BeLux, BNP Paribas-Fortis
Non-Industry Specific Sessions:
• The new world of work: the connection economy - Dr Graeme Codrington, Co-Founder, TomorrowToday
• Mind the gap: understanding different generations to improve customer service - Dr Graeme Codrington, Co-Founder, TomorrowToday
Investment Forums:
• New emerging markets: economical geography and geopolitical aspects - Thomas Vester Nielsen, Senior Portfolio Manager, BankInvest BISA S.A.
• The comeback of quality and growth stocks - Anko Beldsnijder, Co Head MainFirst Asset Management
Exhibitor Presentations:
• Market efficiency after the credit crunch - Samuel Adams, Head of Financial Adviser Services, Dimensional Fund Advisors Ltd.
• db x-trackers ETFs: active management with passive products - Frank Schubert, Head of Cash Equity Sales, db x-trackers, Switzerland
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