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Schedule

08.30 Registration & Coffee

08.50 Chairman's Introductory Speech
Welcome and comments on the agenda
Pierre Lavaud, Founder & CEO, JetFin, CH

Pierre Lavaud, Founding Partner and CEO of JetFin.

Mr. Lavaud is currently CEO of JetFin, responsible for the strategy and the development of the company.

From 1999 to 2002, Mr. Lavaud was head of sales and marketing for Capital Fund Management (CFM) a fund manager with close to $4 Billion under management in Long/Short arbitrage, CTA and volatility arbitrage funds.

From 1996 to 1999, Mr. Lavaud worked as European Sales Manager for UBITRADE. A leader in derivative capital markets (futures and options), UBITRADE provides cutting-edge software for the capital market industry.

From 1992 to 1996, he worked as Sales Engineer in the Industrial Automation department of BOSCH, one of the 10 largest German industrial conglomerates, in Germany, Italy and the United Kingdom. Mr. Lavaud is fluent in French, English, Italian and German. He graduated from Grenoble Ecole de Management.


THE BIG PICTURE

09.00 The Asian Macro Picture

  • Asian Markets Overview
  • Opportunities and risks for international investors
  • Dollar moves v/s Asian currencies and consequences for international investors
Andrew Ballingal, Fund Manager, Ballingal Investment Advisors, Hong kong
  • Global Geopolitical Risks rising - Impact on Asia
Christian Takushi, Economist - Fund Manager, Swisscanto Asset Mgmt, CH

FIXED INCOME

09.30 Debt in Asia

  • What are the best debt strategies in Asia?
  • Corporate liquidity issues. Hedging possibilites.
  • Sovereign debt and corporate bonds in Asia
  • How are investors trading the Asian credit markets ?
Roel Barnhoorn, Global Head Debt Capital Markets, ABN AMRO Bank, CH
Polina Kurdyavko, Senior PM EM Corp, BlueBay Asset Management, UK
  • Debt and infrastructure financing in Asia.
  • Perspective with other emerging markets
David G. Creighton, CEO, Cordiant Capital, Canada

10.20 Coffee Break


EQUITY STRATEGIES

10.50 Equity Strategy

  • Where are the best opportunities in Asia.
  • Pre IPO, M&A and event driven strategies
  • Is long only the best strategy to invest in Asia in 2011?
  • Value or growth, high dividends, stock picking, what tools and technique to apply when investing in equities in Asia ?
Mark Konyn, CEO, RCM Asia Pacific Limited (Allianz Global Investors), Hong Kong

COMMODITIES

11.10 Commodities

  • How to benefit from Asia’s strong appetite for commodities?
  • Asian opportunties related to commodities
  • Australia, Commodities’ supplier of Asia
Pieter Van Putten, Partner, APAC Asset Management, Australia
  • Asia Commodity trade finance
Christian Stauffer, Partner, EuroFin Asia Group, Singapore

COUNTRY SPECIFIC STRATEGIES

11.40 China

  • How to play the China story ?
  • Is China's growth sustainable ? What strategies should be applied to protect against the possibility of a correction of the Chinese market ?
  • Equities investment strategies applied in China
Gustav Rhenman, Fund Manager, East Capital, Sweden / China

12.10 Networking Lunch

01.30 Central Asia

  • Investment opportunities and risks in Kazaksthan, Ouzbekistan and other central asian countries.
Alimardon Yusupov, Director, Ansher Fund Management, Kazakhstan

01.50 Mongolia

  • Is Mongolia the next Eldorado ?
  • Opportunities in PE, Pre-IPO and future privatizations
James Passin, Fund Manager, Firebird Management, Mongolia / USA

2.20 Japan

  • What is the outlook for the Japanese economy ?
  • How relevant is Japan when investing in Asia ?
  • How is the Japanese government addressing its debt obligations ? What is the risk of default?
  • Japan, as investment opportunity
David Baran, Co-CEO, Symphony Financial Partners Co Ltd, Japan
Yashwant Bajaj, Fund Manager, Juggernaut Capital Management, Japan

03.00 India

  • India : Growth story intact?
  • Risks and opportunities
  • Sectors and stocks
Deepak Lalwani OBE, Director, Lalcap, United Kingdom
Ian McEvatt, Chairman, Himalayan Fund N.V., The Netherlands

03.40 Afternoon Tea Break

04.10 South East Asia

  • Vietnam, risks and opportunities
Min-Hwa Hu Kupfer, Chairlady, VietNam Holding, Vietnam

04.30 Korea

  • Korea as a diversifying Asia Investment Strategy
  • Specificites of Korean Investment Opportunities
Won J Choe, Fund Manager, Spectrum Advisors, Singapore

THE INVESTOR PERSPECTIVE

04.50 Allocators

  • Hear directly from investors. What are they looking for in Asia? How to build an Asian allocation? What is the best mix to acheive absolute performance? How will their Asian allocation look in the Future?
  • Diversified allocation in Asia
Stephane Pizzo, Partner, Lotus Peak Capital, Singapore
Didier Tosi, Partner CIO, Siglo Capital Advisors AG, Switzerland

05.20 Pension Funds

  • Pension Fund perspectives for Investments in Asia.
  • Convergence of alternative and traditional investments.
  • Impact of Yuan on Investment decisions.
Theodore Economou, CEO, CERN Pension Fund, Switzerland
Gregoire Haenni, CIO, CERN Pension Fund, Switzerland
Christoph Mueller, Chairman IC, NEST Pension Fund, Switzerland

06.00 Chairman's closing remarks
Pierre Lavaud, Founder & CEO, JetFin, CH

Pierre Lavaud, Founding Partner and CEO of JetFin.

Mr. Lavaud is currently CEO of JetFin, responsible for the strategy and the development of the company.

From 1999 to 2002, Mr. Lavaud was head of sales and marketing for Capital Fund Management (CFM) a fund manager with close to $4 Billion under management in Long/Short arbitrage, CTA and volatility arbitrage funds.

From 1996 to 1999, Mr. Lavaud worked as European Sales Manager for UBITRADE. A leader in derivative capital markets (futures and options), UBITRADE provides cutting-edge software for the capital market industry.

From 1992 to 1996, he worked as Sales Engineer in the Industrial Automation department of BOSCH, one of the 10 largest German industrial conglomerates, in Germany, Italy and the United Kingdom. Mr. Lavaud is fluent in French, English, Italian and German. He graduated from Grenoble Ecole de Management.



EVENING EVENT

06.15 Networking Cocktail
At the Dolder Grand Hotel. Ideal for networking in a good atmosphere.

07.00 End




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