JULIUS BAER
NEXT GENERATION
SUMMIT
LONDON
PROGRAMME
JULIUS BAER HOST
Boris F.J. Collardi, CEO of Julius Baer Group Ltd.
Boris F.J. Collardi is one of the most influential
personalities in global private banking, widely
recognized and respected for establishing Julius
Baer as one of the premier addresses in the
wealth management industry. He has been Chief
Executive Officer of Julius Baer Group since 2009,
previously having acted as Chief Operating
Officer of the company for three years.
After Julius Baer’s acquisition of three private
banks and GAM at the end of 2005, Boris
F.J. Collardi played a decisive role in the swift and
successful integration of these banks and the
subsequent expansion into growth markets.
He was also the driving force behind the acquisition of Merrill Lynch’s International Wealth
Management business outside the US from Bank
of America, which was announced in August 2012.
Prior to that, Boris F. J. Collardi gained extensive
leadership experience in various functions during
12 years at Credit Suisse both in Europe and Asia,
Boris F. J. Collardi
including the positions of Chief Financial Officer
and Chief Operating Officer EMEA of Credit
Suisse Private Banking. He is a graduate of the
Executive Programme by IMD, Lausanne.
In recognition of his outstanding track record,
Boris F. J. Collardi has received various industry
accolades, most recently being named ‘Best
Leader in Private Banking’ at the Global Private
Banking Awards 2012 of the renowned Financial
Times Group publications ‘Professional Wealth
Management’ and ‘The Banker’. He is President of
the Association of Swiss Commercial and
Investment Banks, member of the Board and the
Committee of the Governing Board of the Board
of Directors of the Swiss Bankers Association as
well as member of the Advisory Board of the
Lee Kong Chian School of Business – Singapore
Management University. In 2012, Boris F. J.
Collardi’s book ‘Private Banking – Building a
culture of excellence’ was published by Wiley
Finance.
PROGRAMME CONFERENCE
1 OCTOBER 2014
MORNING SESSION
Time
Speaker
Bold Idea
09.00–10.00
Arrival of guests, light breakfast
at the Crystal
10.00–10.15
Start of conference
Introduction by Boris F.J. Collardi, CEO,
Julius Baer Group
Next Generation
10.15–10.25
Presentation by Alejandro Agag, CEO ­Formula E
Formula E
10.25–11.05
Presentation by Michio Kaku, futurist and Prof.
of Theoretical Physics at the City ­College of New York, TV
host, author of three New York bestsellers
Perfect Capitalism
11.05–11.25
Presentation by Sensecore
Data Drives Lives:
Wearable Technology
11.25–11.45
Presentation by Marco Steinberg, Founder of Snowcone
Smart Cities
11.45–12.15
Panel discussion led by Adam Horowitz,
Head Julius Baer International, UK
• Marco Steinberg
•Pedro Miranda, Senior Vice President at Siemens
and Head of Corp. ­Development
Smart Cities (continued)
12.15–14.00
Lunch Break
AFTERNOON SESSION
Time
Speaker
Bold Idea
14.00–14.35
Interview with Prof. R.-D. Heuer,
Director General CERN
No risk, No Progress
14.35–14.55
Burkhard Varnholt, CIO Bank Julius Baer
THINK BIG!
(B)old rules and Current
Themes for Investors
14.55–15.05
Johannes Jooste, Economist,
Julius Baer International Ltd.
Bold Investment Ideas
15.05–15.25
Marc Forster, Film Director
Filming the Future
15.25–15.40
Presentation by Hugh Evans, humanitarian,
co-founder CEO Global Poverty Project
Eradicating Poverty
15.40–16.20
Panel discussion with Hugh Evans, Marc ­Forster,
David Leppan, Burkhard Varnholt
Everyone is Responsible
for Creating a Sustainable
World
16.20–16.30
Gian A. Rossi, Regional Head of Northern, Central &
Eastern Europe, Member of the Executive Board
Julius Baer Group
Close
16.30–18.00
Cocktail
EXTERNAL SPEAKERS
Alejandro Agag
CEO of Formula E Holdings
Alejandro Agag initiated the new FIA Formula E
Championship, the world’s first fully-electric racing
series. He ­started his career in 1999, when he won a
seat in the European Parliament, becoming the
youngest Spanish person to ever do so at the age of
28. After 2001 he decided to leave the world of
politics and move into motorsport where together
with his business partner Flavio Briatore, they
purchased the F1 TV rights in Spain. A few years
later, Agag purchased the Campos Racing GP2
Team, revamping it into the highly successful
Barwa Addax Team. After investing in English
football club QPR, Agag, together with his
business partner Enrique Bañuelos, founded
Formula E Holdings, winning the tender to promote
the new FIA Formula E Championship.
Hugh Evans
CEO Global Poverty Project
Hugh Evans’ passion for poverty eradication was
sparked at the age of 14 whilst on a World Vision
trip in the Philippines. Living with his host family in
a Manila Slum, Hugh Evans was struck by the
injustice of a world in which birthplace determines
your life prospects. The abject poverty he was
exposed to Manila, and his experiences in India the
following year, led him to begin his work challenging the status quo of extreme poverty. In 2008,
with grants from the United Nations, Australian
government and British government, Hugh Evans
built his impact in the aid and development sector,
co-founding the Global Poverty Project (GPP).
GPP is an education and advocacy organization
committed to increasing the number and
effectiveness of individuals taking action to end
extreme poverty.
Marc Forster
Film Director
Marc Forster most recently directed the Paramount
tent pole and box office success World War Z,
starring and produced by Brad Pitt. Marc Forster’s
other films include The Kite Runner (Oscar
nomination for Original Score), Stranger Than
Fiction (Golden Globe nomination – Will Ferrell,
Best Actor Comedy Motion Picture), Finding
Neverland (7 Oscar nominations, DGA nomination
and 4 Golden Globe nominations), and Monster’s
Ball (2 Oscar nominations). Marc Forster also
directed the 22nd James Bond franchise’s
Quantum of Solace, starring Daniel Craig, and it
was the first Bond film ever to be completed ahead
of schedule and under budget, and became one of
the highest grossing films in the franchise’s history,
with a worldwide box office of more than $586
million.
Alexandros Giannakis
CEO and founder of SenseCore
Alexandros Giannakis has 13 years of experience
in innovation and risk management. In 2008,
he founded SenseCore – a unique wearable
technologies company, leading it through capital
raising, hardware/software development
and to a commercial product in the sports and
preventive healthcare domains. Alexandros
Giannakis’ goal is to enable applications through
SenseCore that will benefit the quality of life
of population groups that are in need, such as
the elderly or people suffering from chronic
diseases.
Prof. Rolf-Dieter Heuer
Director General CERN
Most of Prof. Heuer’s scientific work has focused
on the study of electron-positron reactions, the
development of experimental techniques, as well
as the construction and operation of large detector
systems. From 1984 to 1998, Prof. Heuer was
a staff member at CERN, working for the OPAL
experiment at the electron-positron storage ring
LEP. During his 15 years at CERN, Prof. Heuer
occupied the highest managerial positions in the
OPAL experiment and was the OPAL’s spokes­
person in 1994-1998. From 2004 to 2008,
Prof. Heuer was research director for particle and
astroparticle physics at the DESY laboratory,
where he oriented the particle physics groups at
DESY towards LHC by joining both large
experiments, ATLAS and CMS.
Michio Kaku
Futurist and Prof. of Theoretical Physics
Michio Kaku’s goal is to complete Einstein’s dream
of a ‘theory of everything’, to derive an equation,
perhaps no more than one inch long, which will
summarise all the physical laws of the universe.
He is the co-founder of string field theory, a major
branch of string theory, which is the leading
candidate today for the theory of everything. Michio
Kaku is the author of several international best-sellers and a regular television personality. Among a
long line up, he hosted a 3 part BBC documentary
about the future of science and a Discovery-TV
series about the next 50 years, called 2057.
David Leppan
Investor and philanthropist
David Leppan is chairman of Billionaire.com,
a publication and platform focused on luxury,
craftsmanship, philanthropy and social conscience;
Travelshark, a travel planning and destination
information provider; and Gatehouse Publishing,
which produces ‘The Hunt’ travel guides. David
Leppan is also the co-founder and former chairman
of Wealth-X, the leading provider of qualified
prospects and ­intelligence on ultra-high net worth
individuals; and World-Check. He is a passionate
philanthropist (notably, as a board member
of Happy Hearts Fund and a major supporter of
the Global Poverty Project).
Pedro Miranda
Senior Vice President at Siemens and Head of
Corporate Development
Pedro Pires de Miranda is Executive Head of the
Global Center of Competence Cities in London,
overseeing business development in 70 cities
worldwide, focusing on intelligent infrastructure in
the domains of Buildings, Energy and Transportation. Between 1994 and 2008 responsible at
Siemens for Project Management and International
Sales for large Infrastructure Projects in Qatar,
Portugal and the Middle-East and headed several
General Management and Executive positions in
the Industry Sector and was member of the CEC
in Portugal.
Marco Steinberg
Founder of Snowcone
Marco Steinberg’s lifework focuses on helping
governments and leaders transform public sectors.
He believes that there is a solution to the complex
challenges that governments, societies and
environments face. There is a need to shift from
trying to improve the efficiency of past models, to
shaping new approaches. His passion is in helping
leaders find the pathway to these strategic
improvements. From 1999-2009 Marco Steinberg
served an Associate Professor at the Harvard
Design School leading several significant research &
innovation efforts including work on Stroke care
reform. He has extensive experience advising the
public sector on strategic transformations.
INTERNAL SPEAKERS
Gian A. Rossi
Gian A. Rossi is the Head of Bank Julius Baer
Northern, Central and Eastern Europe, he is a
member of the Executive Board and Chairman of
the Board of Julius Baer International Ltd. Prior
to joining Bank Julius Baer in 2006, Gian A. Rossi
was Regional Head Private Banking Germany
at Credit Suisse.
Dr Burkhard P. Varnholt
Dr Burkhard P. Varnholt is Head Investment
Solutions Group, CIO and Member of the Executive
Board of Bank Julius Baer. Prior he has been CIO
and Member of the Group Executive Board of
Bank J. Safra Sarasin. He taught at Massachusetts
Institute of Technology and Stern School of
Business, New York University and has published
4 books.
Adam Horowitz
Adam Horowitz is Head Julius Baer UK. He joined
Bank Julius Baer from Merrill Lynch where he
worked for twelve years. There Adam Horowitz
most recently performed the role of Head UK,
Ireland and Israel Wealth Management. Prior
to Merrill Lynch, Adam Horowitz was a member
of the Johannesburg Stock Exchange and worked
for food production groups of the Vestey Group.
Johannes Jooste
Johannes Jooste is responsible for the Investment
Office in London and specialises in the formulation
of asset allocation and fixed income strategy for
discretionary and high net worth client portfolios.
Previous roles include; Chief Market Strategist
for Europe, Middle East and Africa at Merrill Lynch
Wealth Management.