Paris Fund Industry Forum

Paris Fund Industry Forum
INVITATION
Zurich, Wednesday 29th May 2013
Park Hyatt Hotel
Paris Fund Industry Forum
Share innovative solutions
to face global concerns
The first annual forum held in Switzerland will focus primarily on answering the needs of professional investors. It will highlight how to find dynamic players along the whole fund value
chain and how to stay ahead of the curve when looking for innovative asset management
opportunities, both in long-only and alternative investments. The issue of choosing the most
appropriate fund domicile will also be tackled and the French authorities will present their
views on how Paris is dealing with the changing landscape of European regulation.
With a combination of keynote addresses, lively panel discussions and informative case studies,
attendance is essential for those professionals seeking detailed analysis for choosing the best
fund and asset management solutions. Visitors will become acquainted with a host of high-­
ranking management companies, French boutiques, auditors, custodians and data providers
to find European answers to global questions. The forum will also give you the ­opportunity to
connect with French asset managers and custodians to discuss on specific topics during personal
meetings.
We are looking forward to meeting with you in Zurich!
Paul-Henri de La Porte du Theil
Romain Guizard
Chairman
International Development Manager
AFG (French Asset Management Association) AFG (French Asset Management Association)
Personal Meetings
The forum will give you the opportunity to connect with event partners during three
30-minute personal meetings throughout the day (alone or in small groups, depending on
the particular demand). Please use the backside of the registration form to let us know the
parties which are of interest for you. Please disclose as well the time preference (morning
or lunch session respectively lunch or afternoon session).
The registration forms with your requests will be collected and handled according to
­desire. Every visitor will get his personal program by separate mail approx. ten days before
the forum takes place (taking into account every preference made, as far as possible – on a
«first registered» basis).
Paris Fund Industry Forum
Program
08.30 – 09.00 Registration and Coffee
09.00 – 09.10 Welcome address by Paul-Henri de La Porte du Theil, Chairman, AFG
09.10 – 09.20 Opening address by His Excellency Michel Duclos, French Ambassador to
Switzerland
09.20 – 10.20 How to benefit from a dynamic fund industry in a (post-)crisis environment
Round table with Stéphane Toullieux (Chief Executive Officer, Financière de
l’Echiquier), Eric Dérobert (Group Head of Public Affairs, CACEIS), Didier Saint-­
Georges (Member of the Investment Committee, Carmignac Gestion), Delphine
Charles-Péronne (Tax Director, AFG) and Emmanuel Doumas (Deputy Head of
Savings and Financial Markets Division, French Treasury). Moderator: Patrice
Berge-Vincent, Partner, PwC Asset Management Regulatory.
10.20 – 11.00 Coffee Break & Personal Meetings
11.00 – 12.00 Innovative asset management: what are the key trends?
Round table with Henri Chabadel (Head of Investment Solutions, ­Groupama
Asset Management), Jean-Marie Mercadal (Deputy Chief Executive Officer, OFI
Asset Management), Patrick Rivière (Managing Director, La Française Group),
Nicola Vasta (Chief Executive Officer, CCR Asset Management) and Muriel Faure
(Chief Executive Officer, FOURPOINTS Investment Managers and Vice-Chairperson, AFG). Moderator: Jean-François Bay, Chief Executive Officer, Morningstar
France.
12.00 – 12.20 Address by Raoul Wuergler, Deputy Secretary General, Association of Foreign
Banks in Switzerland
12.20 – 13.50 Lunch Break followed by Personal Meetings
13.50 – 14.50 How to strike a balance between transparency, innovation and risk?
Round table with François Bonnin (Chief Executive Officer and Founding Partner, John Locke Investments), Gilles Guérin (Chief Executive Officer, THEAM,
BNP Paribas Investment Partners), Stéphane Mauppin-Higashino (Head of the
Investment Specialists Team, Amundi), Alain Leclair (Chairman, E
­ MERGENCE –
the French Emerging Asset Manager Seeding Platform) and ­Natasha C
­ azenave
(Head of Asset Management Regulation Policy Division, Autorité des ­Marchés
­Financiers, AMF). Moderator: Valérie Lazaro, Head of Fund Analysis and Reporting Production, EuroPerformance – a SIX Company.
14.50 – 15.10 Address by Ed Moisson, Head of UK & Cross-Border Research, Lipper
15.10 – 15.50 Coffee Break & Personal Meetings
15.50 End of Paris Fund Industry Forum – 3rd edition
Paris Fund Industry Forum
PARIS FUND INDUSTRY FORUM
We are pleased to invite you and your colleagues to the first event held in Switzerland. The primary purpose of this event is to show how Paris domiciled companies can optimize your future
investment strategies. This comprehensive and exclusive platform of Paris-based p
­ layers will
help to exchange knowledge, experience and views on investment strategies. It will feature
experts from both the theoretical and practical fields, as well as representatives from industry,
fund associations and public authorities. AFG (the French Asset Management Association) and
Paris Fund Industry will focus on the following key themes: regulation, perspectives, products
and performance. There will be first-rate speakers and specialist moderators with experience
in various fields.
The event is aimed at employees of asset management companies, independent financial advisors, pension funds and other qualified investors, fund of funds managers, fund distribution
platforms as well as third party marketers, private banks, insurance companies, wealth managers and investment bankers. Cordially invited are also industry-related service providers like
attorneys, consultants in tax, legal or financial structuring or business consultants as well as
media representatives.
Are you interested? Then register as soon as possible using the attached registration form or
via the dedicated website http://forums.parisfundindustry.com. Additional forms are available
upon request. Please note that the number of attendees is limited and thus registrations will
be treated in chronological order.
Further information is available:
AFG (French Asset Management Association)
Mr Romain Guizard
31, rue de Miromesnil, F-75008 Paris Phone: +33 1 44 94 96 66 Email: [email protected]
Sensus Communication Consultants
Mr Jan Gregor
Bederstrasse 51, CH-8002 Zürich
Phone: +41 43 366 55 14
Email: [email protected]
http://forums.parisfundindustry.com
Lead sponsors
Investing together
Registration
Title
First name
Last name
Company
Job title
e-Mail
Address
Choice
Morning or
lunch session
Lunch or afternoon session
I would like to participate in the following «personal meetings» (max. 3 to choose):
q
q
q
q
q
q
q
q
q UCITS credit arbitrage strategy Stanislas Grenet, Portfolio ­Manager, and Charles
Soullard, Head of Sales, OFI Asset Management
q Low volatility management Gilles Guérin, Chief Executive Officer, THEAM, BNP
Paribas Investment Partners
q AIFM and Switzerland: a view from both sides – EU and Switzerland Philippe Bens,
Managing Director, CACEIS (Switzerland) SA
q Positive returns in difficult markets: Carmignac Patrimoine range Marco Fiorini,
Head of Country Switzerland, Carmignac Gestion
q Volatility management Hatem Dohni, Co-Chief Investment Officer, and Régis
Gaston-Breton, Head of International Sales, CCR Asset Management
q Which potential for quality growth stocks in the current low growth environment?
Franz Weis, Senior Portfolio Manager, COMGEST
q European best picks: where is the hunt? Stéphane Toullieux, Chief Executive Officer,
and Jérôme Blanc, Head of International Development, Financière de l’Echiquier
q Systematic asset management: is it of any value? François Bonnin, Chief Executive
Officer and Founding Partner, John Locke Investments
q Investing in French commercial real estate: what are the opportunities in 2013?
Philippe Lecomte, Chief Executive Officer, La Française AM International and
Marc Bertrand, Managing Director, La Française Real Estate Managers
q US Equities Market, time to invest! Jean-Marie Mercadal, Deputy Chief Executive
Officer, and Charles Soullard, Head of Sales, OFI Asset Management
q
q
q
q
q How sector allocation can be a genuine source of performance Tristan Abet, Head of
Portfolio Management, OpenMind Asset Management
q Investing in the leaders benefiting from global growth Muriel Faure, Chief Executive
Officer and Michel Raud, Chief Investment Officer, FOURPOINTS IM
q How to get access to a performing Paris fund marketed internationally: Rouvier ­Evolution
Albert Veyrenc, Deputy Managing Director, CM-CIC Securities, and ­Philippe Lang,
Fund Manager, Partner and Head of the Swiss Branch, Rouvier Associés
q Investing in European infrastructure and real estate debt René Kassis, Managing
Director, Head of Infrastructure and Real Estate Debt Fund, La Banque Postale Asset
Management
http://forums.parisfundindustry.com
You can also register on the dedicated website:
also get his personal program by separate mail.
note. Two weeks before the forum takes place, every visitor will
chronological order. After having registered, you will get a quick
of attendees is limited and thus registrations will be treated in
forms are available upon request. Please note that the number
ding your requests for the short personal meetings. Additional
To register, please complete the backside of this talon inclu-
INDUSTRY FORUM in Switzerland. Attendance is free of cost.
Fund Industry are happy to invite you to the first PARIS FUND
AFG (the French Asset Management Association) and Paris
Sensus Investor & Public Relations GmbH
Herrn Jan Gregor
Bederstrasse 51
CH – 8002 Zürich
A