Shorex Wealth Management Forum Geneva 2013

EUROPE'S LEADING WEALTH MANAGEMENT EVENT - 12th ANNIVERSARY

The 11th edition of the Shorex Wealth Management Forum Geneva - sponsored by Lloyds TSB Private Banking, MIG Bank, ActivTrades and Le Temps - was an outstanding success supported by over 50 financial institutions, consulting firms and fiduciary companies. For its 11th Anniversary, the event covered a wide variety of topics ranging from commodities to micro-credits. A comprehensive article on the highlights of the conference was published in the Swiss financial paper L'Agefi: http://www.shorexgeneva.com/more-info/press-releases/138-forum-d-une-remarquable-diversite

The Shorex Wealth Management Forum is the longest standing event in Geneva. Shorex Geneva is widely recognised as the leading European event for international wealth managers. It is also an indispensable networking platform for providers and distributors of financial products and solutions to HNWIs. The programme comprised this year of a two-day conference with a series of panel discussions and roundtables running simultaneously. Designed for the top industry advisors, the conference reflected the recent challenging times and the very dynamic nature of the industry.

For more info on the event please check the testimonials, the press coverage and the programme.

KEY THEMES

The key issues covered this year are HNWI Market, Asian Equity, Forex, Equity Finance Arbitrage, Real Estate Investing, Customized Mobile Applications, Quality in International Wealth Management, Strategic Allocation, ESG Integration, Eurozone Bonds, Microcredits, Commodities, Gold and Precious Metals, Independent Asset Managers Future and Regulations, FATCA, International Tax Planning.

OBJECTIVES

- Provide a comprehensive networking platform for professional investors & advisors
- Enhance distribution channels for financial institutions
- Deliver knowledge updates from leading industry figures
THE AUDIENCE

Independent Asset Managers, Family Offices, Fund of Funds, Professional Investors, Private Banks and Trustees.

JOB TITLE BREAKDOWN

Board Member, CEO, Managing Director, General Manager, Head of Private Banking, Director of Department, Fund Manager, Head of Third Party Fund Selection, Portfolio Manager, Client Relation Manager, Wealth Advisor, Tax Consultant, Estate & Trust Practioner, Broker, Fiduciary & Life Insurance Specialist.

EXHIBITORS & SPONSORS

Investment Banks, Asset Managers, Fiduciaries, Corporate and Trust Companies, Tax Consultancies, Financial IT Companies, Financial Information Providers.


CONFERENCE PROGRAMME 2012


5th December 2012

08.30    REGISTRATION
09.00 – 09.30    High Net Worth Market Overview and Market Sizing
Herbert Hensle, Head Strategy and Transformation, Capgemini Consulting
09.30 – 10.00    The Benefits of Low Volatility Asian Equity Investing
Lay Keong Tan, Director, Investments, Athenaeum Limited
10.00 – 10.30    Equity Finance arbitrage: niche, uncorrelated and market neutral strategy
Alexandre de Vaivre, Partner, Aurium Capital
10.30 – 11.00    COFFEE BREAK
11.00 – 11.30    FX as an Asset Class: Implementing Strategic and Tactical Macro View with Currency ETCs
Martin Arnold, Senior Research Analyst, ETF Securities
11.30 – 12.00    Forex: Profiting from currency investing
Matthew J. Clark, Partner, Currency Capital Management SA
12.00 – 13.00    PANEL DISCUSSION – Forex
Chairman Bijoy Kar, Senior Market Strategist, MIG Bank
Martin Arnold, Senior Research Analyst, ETF Securities
Matthew J. Clark, Partner, Currency Capital Management SA
Ron William, Founder & Principal Market Strategist, RW Advisory (RWA)
13.00 - 14.00    NETWORKING LUNCH
14.00 – 14.30    FATCA and the Voluntary Disclosure process
Darlene Hart, CEO, US Tax & Financial Services Sarl
14.30 – 15.00    Shifting goalposts: International Tax in 2012 and beyond
Kevin Horrocks, Wealth Structuring Solutions Director, Lloyds TSB Private Banking
15.00 – 15.30    Austria in International Tax Planning
Erich Baier, Managing Director & CEO, Bilanz-Data Austrian Taxes
15.30 – 16.00    COFFEE BREAK
16.00 – 17.00    PANEL DISCUSSION – International Tax Planning
Chairman Kevin Horrocks, Wealth Structuring Solutions Director, Lloyds TSB Private Banking
Erich Baier, Managing Director & CEO, Bilanz-Data Austrian Taxes
Olivier Jarny, Partner, Reference Corporate Services
Gregory Dean, Director of US Tax Geneva, US Tax & Financial Services Sarl
17.00 – 17.30    Ultra Prime Central London: Delivering Income in Flat Markets
Sanjay Sharma, Partner, Head Real Estate Development, Aurium Capital
17.30 – 18.00    Customized Mobile Applications – How to Outperform in the Financial World
Viktor Bilyanski, CTO and Board Member, ScaleFocus
18.00    COCKTAIL RECEPTION

6th December 2012

08.30    REGISTRATION
09.00 – 09.30    Quality in International Wealth Management
Dirk Adriaenssens, Managing Director ING Wealth Management & Retail Banking
09.30 – 10.00    Strategic allocations to factor premiums
Dr. Winfried G. Hallerbach, Senior Quantitative Researcher, Robeco
10.00 – 10.30    ESG Integration
Marc-Olivier Buffle, Senior Analyst, SAM – Sustainable Asset Management
10.30 – 11.00    COFFEE BREAK
11.00 – 11.30    Gold: Alternative Investment or Foundation Asset?
David Badham, Investment, World Gold Council
11.30 – 12.00    Commodities Outlook
Frank Schallenberger, Head of Commodity Research, LBBW
12.00 – 13.00    PANEL DISCUSSION – Commodities
David Badham, Investment, World Gold Council
Frank Schallenberger, Head of Commodity Research, LBBW
Claudio Grass, Managing Director, Global Gold AG
13.00 – 14.00    NETWORKING LUNCH
14.00 – 14.30    Microcredits
Marie-Metra Wattez, Western Switzerland Director, Capgemini Suisse SA/Genève
14.30 – 15.00    Bond markets: Eurozone towards stability and growth amid increased transparency
Mirela Vlad, Regional Director, MTS Indices
15.00 – 15.30    COFFEE BREAK
15.30 – 17.30    PANEL DISCUSSION – Significant changes in the Swiss regulatory environment, revision of the Collective Investments Schemes Act: implications for funds managers and independent asset managers? Comparison with European Regulations
Chairman Stéphanie Hodara El Bez, Partner, Attorney-at-law, ALTENBURGER LTD legal + tax
Daniel Glasner, Founder and CEO, Action Finance SA Geneva
Jérôme de Lavenère Lussan, Founder and CEO, Laven Partners
Vincent J. Derudder, President, Fédération Européenne des Conseils et Intermédiaires Financiers (FECIF)