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10:15 11:00 - Lugano Fund Forum

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th
November
monday
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PROGRAM – Monday 24th November
Conference Room A (Auditorium)
9:45
10:15
Welcome & introduction on the opportunities of the Ticino financial center
FRANCO CITTERIO (President - Ticino for Finance)
10:15
11:00
Risk Factor Allocation: A New Investment Paradigm?
THOMAS MERZ (Head ETF Europe - UBS)
11:00
11:45
Rethinking Fixed Income
AHMED TALHAOUI (Head of the EMEA Fixed Income Strategy - Blackrock)
11:45
13:00
Economic, Fiscal and Financial governance of the Euro Area. What went
wrong? What did we do to fix it? What should we do in the medium long
term ? JEAN-CLAUDE TRICHET (former President – European Central Bank)
LUNCH BREAK
ETPD
Stream
by SIX
Welcome speech
ALAIN PICARD (Head Product Management - SIX Swiss Exchange)
ANDRÉ BUCK (Head Sales - SIX Structured Products)
Sponsored Funds
OLIVER HEUSSER (Head Funds Secondary Trading – Bank Julius Baer & Co.)
14:00
16:00
Pension solutions
MICHAEL KOELLIKER (Structured Asset Management - Leonteq Securities)
PANEL: Challenges, innovations & trends associated with passive
investment products
Moderator: MARTIN RAAB (Managing Editor - Derivative Partners)
-CLAUDIO TOPATIGH (Head Sales Structured Products-Notenstein Privatbank)
- REDA ZEBDI (Vice President - iShares)
- BENOIT GARCIA (Head of Sales ETF & Indexing, Switzerland – Amundi)
-ERIC BLATTMANN (Head of Public Distribution Fin. Products -Bank Vontobel)
Where are the world economy and financial markets going?
DOMINICK SALVATORE (Professor of Economics - Fordham University in NY)
Simultaneous translation
provided by
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PROGRAM – Monday 24th November
Conference Room A (Auditorium)
16:00
16:45
Asset Backed Securities
ROBERT WAKIYAMA (Fund Manager - Credit Suisse)
16:45
17:15
Opportunities in the Hybrid Bond space
JOËL SUTER (Chief Investment Officer - Crossinvest)
SERGIO ATTILI (Investment Advisor - Independent Capital Advisor)
17:15
18:15
18:15
19:30
PANEL: Risk Parity and Beyond: how to best capture return premiums in a
risk-balanced diversified portfolio?
-Moderator: ANDREAS STEINER (Andreas Steiner Consulting GmbH)
-PETER SCHLAGBAUER (Fund Manager Multi Asset Solutions - Raiffeisen CM)
-PAOLO CAVATORE (Fund Manager - Banca Zarattini & Co.)
-AURÈLE STORNO (Head of the Asset Allocation Team – Lombard Odier
Investment Managers)
-URS SCHUBIGER (CIO - 1741 Asset Management)
LFF Cocktail sponsored by
Simultaneous translation
provided by
3
PROGRAM – Monday 24th November
Conference Room B
9:30
10:10
PANEL: Luxembourg Funds, Services and Solutions: Opportunities for Italy and
Ticino
Moderator: WALTER SNYDER (Ticino Representative for Finimmo Lux. &FLAG)
MARGHERITA BALERNA BOMMARTINI (CFO - Casa4Funds)
LUCA P. COMPARATO (Managing Partner - Phoenix Investment Managers)
MICHEL LEGLER (Partner - Crédit Privé de Placement e d`Intermédiation)
10:10
10:45
PANEL: Perchè domiciliare fondi a MALTA? I vantaggi e la testimonianza di un
operatore del Ticino
Moderatore SIMONE MENEGHINI (Head Repr. Office, Milan - Bank of Valletta)
JOSEPH CAMILLERI (Head Business Development - Valletta Fund Services)
ANDREW MANDUCA (Chairman - Deloitte Malta)
MASSIMO PAOLO GENTILI (Founder - Gentili & Partners)
LETIZIA GRAZIANI (Investment Compliance and Risk Manager - Pharus Mgmt )
10:45
11:15
PANEL: Amicorp Fund Services: Domiciles for Funds and Fund Managers – Key
challenges and opportunities
GIANLUCA TADIELLO - Introduction
RUDOLPH PSAILA - Malta - Pole position for funds and fund managers
CLAUDIO CECCHINI - Why Asset Managers should consider Caribbean jurisdictions
GIUSEPPE RIZZO - Luxembourg - Launch your own fund within an AIFMD
compliant platform
11:15
12:00
Representation of Foreign Collective Investment Schemes in Switzerland
WALTER KELLER (Head of Foreign Fund Representation - BNP Paribas)
LUNCH BREAK
4
PROGRAM – Monday 24th November
Conference Room B
SFAMA Session
Swiss Asset Management Initiative – Where we are, where we go
MARKUS FUCHS (Managing Director – SFAMA)
14:00
16:15
Federal Financial Services Act (FFSA) + Financial Institutions Act (FinIA) –
Wrapping the asset management
DIANA IMBACH HAUMÜLLER (Senior Legal Counsel – SFAMA)
SFAMA Directive on Transparency + SFAMA Directive on Distribution - Impact on
representatives and distributors
THOMAS ZIMMERLI (Senior Legal Counsel – SFAMA)
16:15
16:55
Casa4Funds third party management company: your gateway to Luxembourg
MARGHERITA BALERNA BOMMARTINI (Swiss Branch Manager – Casa4Funds)
16:55
17:40
Dubai a true financial centre
Cyprus for International Business
SAVVAS SHIATIS (Director - Oneworld, Cyprus)
COSTAS IOANNOU (CEO - Oneworld MidEast, Dubai)
18:15
19:30
LFF Cocktail sponsored by
5
PROGRAM – Monday 24th November
Conference Room C
9:40
10:20
Il lato oscuro dei benchmarks
GIOVANNI BOTAZZI (Author of studies concerning market statistical topics)
10:20
11:00
European Economy between deflation risk and stimulus hope: what strategy for
European Equity Market?
ALESSANDRO GUZZINI (CEO - Finlabo)
11:10
11:45
Outlook 2015 on the main currencies
PETER ROSENSTREICH (Market Strategy – Swissquote)
LUNCH BREAK
14:00
14:35
L'approccio sistematico EBPA® (Evidence Based Portfolio): casualità no grazie!
RICCARDO AMBROSETTI (CEO & Founder - Ambrosetti AM)
14:35
15:10
Target Strategy: a practical application to ETFs and ETCs
DANIELE BERNARDI (Chairman - Diaman Sicav)
15:10
15:45
Beta intelligente o diversificato? Da una monarchia a una democrazia degli
indici – Come e perché
ROBERTO E. FORTE (Director Institutional Clients - 1741 Asset Management)
15:45
16:20
FIDAworkstation: strumenti di gestione portafoglio e controllo del rischio
LUCA LODI (Head of Research - FIDA Finanza Dati Analisi)
16:20
17:00
Megatrend Forex Robot
PIETRO PACIELLO (Founder - Uptrend Advisory) Sponsored by ActivTrades
17:00
18:00
Bitcoin e blockchain-technologies: una nuova economia?
GIACOMO ZUCCO (Bitcoin consultant)
18:15
19:30
LFF Cocktail sponsored by
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November
tuesday
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PROGRAM – Tuesday 25th November
Conference Room A (Auditorium)
9:30
10:15
Emerging Market Debt: Smoke But No Fire
EDWIN GUTIERREZ (Head of Emerging Market Sovereign Debt- Aberdeen AM)
10:15
11:00
Active asset allocation – why now?
GREGOR HIRT (Chief Investment Officer Europe & Switzerland, Global
Investment Solutions - UBS Global Asset Mgmt)
11:00
11:45
Credit Suisse Market Outlook
ANJA HOCHBERG (CIO Switzerland & Europe - Credit Suisse)
11:45
13:00
PANEL: The Euro and the future equilibrium with other currency systems
Moderator: DOMINICK SALVATORE (Professor of Economics - Fordham
University in NY)
- JEAN-CLAUDE TRICHET (former BCE President)
- EDWIN GUTIERREZ (Senior Investment Manager - Aberdeen AM)
- BRUNO ROVELLI (Head of Investments Advisory, Milan - BlackRock)
- ANJA HOCHBERG (CIO Switzerland & Europe - Credit Suisse)
- GREGOR HIRT (CIO - UBS Global Asset Mgmt)
LUNCH BREAK
14:00
14:45
Not All Emerging Emerging Markets are Created Equal!
MARK MONSON (Senior Fund Manager Emerging Markets - Raiffeisen Capital
Mgmt)
14:45
15:30
Rates & FX: Double Digit Returns in a Low Yield Environment
ADRIAN OWENS (Investment Director - GAM)
15:30
16:15
The best of both worlds - seeking superior opportunities in High Grade and
High Yield Credit: The crossover segment BBB-BB (5B)
KEVIN CORRIGAN (Head of Credit Mgmt - Lombard Odier)
16:15
17:15
PANEL: The online trading market in Switzerland
Introduction: MARIO VALENTINO GUFFANTI (Vice President - SAMT)
Moderator: ALBERTO VIVANTI (Vice President - SAMT)
VITTORIO CORNARO (Executive Vice President - CornerTrader)
CARLO ALBERTO DE CASA (Senior Analyst - ActivTrades)
FOUAD BAJJALI (CEO - IG Bank)
Simultaneous translation
provided by
8
PROGRAM – Tuesday 25th November
Conference Room B
9:30
10:10
Mitigating risk and downside protection
JEROME NUNAN (Investment Director Multi-Asset and Equities - Aviva
Investors)
10:10
10:50
Be ready to face any interest rate environment
ALAN CAUBERGHS (Investment Director Fixed Income – Schroders)
11:10
11:40
JB Absolute Return Europe Equity: un vero e proprio fondo “equity market
neutral”
DÉSIRÉE MÜLLER (Portfolio Manager - Swiss & Global Asset Management )
11:40
12:20
Italia a passo di lumaca – per quanto ancora la ripresa rimarrà un miraggio?
LUCA MEZZOMO (Head of Macroeconomic & Fixed Income Research - Intesa
Sanpaolo)
LUNCH BREAK
14:00
14:45
A positive yield potential for all market environments
BLAISE RODUIT (Senior Portfolio Manager - Swisscanto)
14:45
15:30
L’uso di Fondi UCITS Alternativi nella Gestione del Portafoglio
FEDERICO FOGLIETTA (Vice President - Morgan Stanley)
15:30
16:15
PANEL: Absolute Return Strategies
Moderator: GIANLUCA BALDINI (Managing Editor - Blue Financial
Communication)
- ENRICO CAMERA (Senior Fund Manager - GAM)
- WILL NEF (Fund Manager – UBP)
- DANILO CALVI (Founding Partner - Portfolio Lab Investments)
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PROGRAM – Tuesday 25th November
Conference Room C
9:45
10:30
Dukascopy Bank SA - Swiss FX Marketplace
JACQUES SALE (Head of Sales for the Italian Market – Dukascopy Bank)
CLAUDIO GATTA (Business Development Manager – Dukascopy Bank)
VLAD YERMAKOFF (Institutional & Business Dev. Manager – Dukascopy Bank)
10:30
11:15
Asset allocation conditional to business cycle and macro uncertainty
MAURIZIO LUISI (Market Specialist - Bloomberg)
11:15
12:00
L’utilizzo delle opzioni nelle gestioni patrimoniali: copertura dei rischi o altre
opportunità?
STEFANO ZANCHETTA (CEO – Cube Finance)
LUNCH BREAK
14:00
14:40
Investire nella Rivoluzione Energetica Americana
SIMONA GAMBARINI (Research Analyst - ETF Securities)
14:45
15:30
Ottimizzazione di portafoglio antifragile, a prova di "cigni neri"
RICCARDO DONATI (Founder - Redexe Risk & Finance) Sponsored by ActivTrades
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