| Program of Wednesday 3 December 2003 |
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| 09.00 - 10.00 |
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Welcome coffee - Registration |
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| 10.00 - 10.30 |
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"Macroeconomic and Regulatory Trends and their consequences for Private Banking and Asst Management" - René Kästli, Member of the Swiss Federal Banking Commission, (Zürich) - (English) |
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| 10.30 - 11.00 |
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"Trends in Asset and Wealth Management" - Sergio Focardi, Partner, The Intertek Group (Paris): Findings of the Study "Evolving Business Models in Asset and Private Wealth Management" commissioned from the Intertek Group for the Event - (English) |
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| 11.00 - 11.30 |
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Coffee-Break & Networking |
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| 11.30 - 12.00 |
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"Open Architecture solutions for Private Banks" - Shamindra Perera, Director for Funds distribution, Frank Russell Company, (London) - (English) |
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| 12.00 - 12.30 |
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Conference - Giorgio Moretti, Datamat |
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| 12.30 - 14.00 |
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Cocktail and Business Lunch |
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| 14.00 - 14.30 |
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"Free Cash Flow: The Key to Successful Value Investing" - Michael Feldman, Executive Vice President, Private Capital Management, (Florida USA) - (English) |
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| 14.30 - 15.00 |
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"Where is the market going? Fund fees and Assets Analysis" - Ed Moisson, Associate, Communications, Fitzrovia International plc, (London) - (English) |
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| 15.00 - 15.30 |
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Coffee-Break & Networking |
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| 15.30 - 16.00 |
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"Ucits III Directive and the European market of mutual investment funds and investment services" - Massimo Trentino, Partner, McDermott, Will & Emery / Carnelutti Studio Legale Associato (Rome) - (English) |
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| 19.00 - ------> |
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Cocktail and Gala dinner |
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| Program of Thursday 4 December 2003 |
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| 09.00 - 09.30 |
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"Growth & Inflation: near-term prospects and longer-term trends" - Jean-Philippe Cotis, Chief Economist OECD (Paris) - (English) |
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| 09.30 - 10.00 |
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"Fads and Myths in Investment Management: Some (almost) historical Remarks" - Erwin Heri, Chairman of OZ Bankers AG and Professor of Finance at the University of Basle - (English) |
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| 10.00 - 10.30 |
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Coffee-Break & Networking |
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| 10.30 - 11.00 |
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"New Paradigm in Asset Management" - Bruno Müller, former Head Investment Management Private Clients, Member of the Executive Board, Credit Suisse Private Banking (Zürich) - (English) |
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| 11.00 - 11.30 |
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"Growing importance of the Onshore Business" - Luca Soncini, Member of Executive Board, Head of Group Corporate Center, Banca del Gottardo (Lugano) - (Italian) |
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| 11.30 - 12.00 |
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"Quale modello distributivo adottato nel private banking?" - Giuseppe Marsi, Executive Director, Private Banking Schroder Investment Management (Italy) Sim SpA - (Italian) |
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| 12.00 - ------> |
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Cocktail, Business Lunch and closing of the Forum |
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 Click here for the printable version ( .pdf - 35 KB) |
