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Speakers 
Kristina Anspach,
Head of Structured Products,
BNP Paribas
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Mr Attila Bálint,
Head of Private Banking Department,
Raiffeisen Bank
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Eric Breckwoldt Vivas,
Marketing Officer,
Odyssey Financial Technologies
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 Dr Gregor Broschinski,
Head of Wealth Management,
Bremer Landesbank
Dr. Gregor Broschinski (42) is Head of Wealth Management at Bremer Landesbank.
He earned a number of international commendations and awards for the successful restructuring of the operations since 2003. Before he held key positions at Allianz/Dresdner Bank Group and Hypo-Vereinsbank Group. He holds a master and a PhD. in Business Management. Dr. Broschinski also joined a General Management Program in European Private Banking. He is a frequent speaker at Wealth Management conferences and also published about 20 publications mostly on issues of European Private Banking, e.g. a book on opportunities in Emerging EU Wealth Markets.
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 Mr Martin Burda,
Head of Investment Products,
Ceska Sporitelna
Martin Burda became the director of the newly established Investment Product Section of Ceská sporitelna in early 2005. He is responsible not only for the open-end mutual funds of the entire financial group but also for other investment products such as hedged funds, bonus deposits and mortgage bonds. The area of retail banking and brokerjet (on-line broker of Ceská sporitelna) is also included in the scope of his responsibilities.
Before that, Martin has held the position of a member of the Board of Directors and the Deputy to the Chief Executive Officer of Investicní spolecnost Ceské sporitelny (since 2001). He is also a member of the Ethical Committee of the Union of Investment Companies and, in 2004, he was appointed as the first Czech representative in the advisory team of CESR (The Committee of European Securities Regulators).
Before coming to Investicní spolecnost Ceské sporitelny, Martin Burda worked as the Chief Portfolio Manager at ING Investment Management.
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Mr Simon FT Cox,
Partner,
Norton Rose
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Adam Dakowicz,
Deputy Director, Private Banking Department,
BRE Bank S.A. Poland
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 Mr Christian de Juniac,
Senior Vice President and Director, World-Wide Head of Asset Management and Private Banking,
The Boston Consulting Group
Christian de Juniac is a Senior Vice President and Director in BCG’s London office. Christian has been
responsible for BCG’s Financial Services Practice in London, Amsterdam and Zurich and has worked for
domestic clients in most European countries as well as in the US, Mexico, Latin America, SE Asia, India
and Japan. Christian specialises in strategy development, mergers, post merger integration and change
management in Asset Management and Private Banking organisations
Selected Financial Services experience:
• Private Banking and HNWI Wealth Management in US, Europe and Asia
• Asset Management, both Retail andf Institutional in US, US and Asia
• Investment Banking Sales & Trading and brokerage
• Sales force productivity and effectiveness in Europe and US
• Cost reduction and process reengineering in asset management and wealth management
• Life insurance, non-life insurance and asset management distribution
• Retail banking strategy, network configuration and post merger integration
• Merger support and post merger integration in Europe and in Asia
• Corporate finance and capital markets in the UK, US, France and Switzerland
Christian received an MBA with distinction from Harvard Business School, his License en Droit from the
Université de Paris, and an MA in Economics and Law from University of Cambridge. He was admitted to
the Inner Temple as a Barrister (subsequent specialization at the Tax Bar).
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Andrea Drescher,
Market Group Manager Luxembourg, Italy and Iberia,
Dexia
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 Mr Harald Friedrich,
Executive Vice President Private Banking, Head of Private Banking Central and Eastern Europe,
Sal. Oppenheim
Harald Friedrich joined Sal. Oppenheim Austria in February 2001 and took reponsibility for the bank´s Private Banking department. In Private Banking Sal. Oppenheim provides comprehensive services and tailor-made solutions to high-net-worth individuals, trusts and foundations from Austria and abroad with the aim of preserving and continuously increasing the value of their assets.
In addition Harald Friedrich has been appointed Head of Private Banking for Central and Eastern Europe at the beginning of 2006 and is responsible for the development of Sal. Oppenheim´s Private Banking activities in this region.
Before 2001 Harald Friedrich was responsible for the Private Banking department of ABN Amro N.V., Vienna Branch.
In 1994 Harald Friedrich graduated from the Vienna University of Economics and Business Administration where he had studied „Commercial Sciences“ (Mag. rer.soc.oec) and had majored in „Finance and Financial Markets“.
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 Mr Vladimir Gligorov,
Staff Economist,
The Vienna Institute for International Economic Studies (WIIW)
Vladimir Gligorov is a staff economist at the The Vienna Institute for International Economic Studies. He is in charge of research on the Balkan countries, in particular Serbia and Montenegro and Macedonia; long-term growth in transition countries; macroeconomic analysis and financial markets.
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 Ms Elena Goitini,
Head of Retail and Private Banking, New Europe Division,
Unicredit
University degree in Economics and Business Administration, 37 years old, married with two children, she has been working in UniCredit since 1994, building experience in the commercial and marketing areas of Corporate and Retail, both in the network, as Outlet and Branch Manager, and in the Head Office, as Segment and Product Manager. Among her main achievements, she counts the set up and launch of the Affluent Business Model (DEDICATO) in the UNICREDIT Group, the launch of the Development Project aiming to introduce call centers as main actors in the acquisition activities and the implementation of a Sales Force Automation system (“Enterprise Information Portal)
From 2000 to 2004 she was in charge of the organizational start up of UNICREDIT PRIVATE BANKING leading the inter-functional coordination among Business, Operations, IT, and Human Resources
Since the end of 2004, she has been working in the New Europe Division, where as Head of Retail and Private Banking she was in charge of supporting the strategic development of New Europe (NE) banks in the Retail market by defining and promoting the business model benchmark.
She is also member of the Supervisory Board of UNIBANKA (Slovak Republic), ZIVNOSTENSKA BANK (Czech Republic) and UNICREDIT ASSICURA (Italy) and member of the Board of Directors of UNICREDIT ROMANIA (Romania)
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 Mr Alexei Gusev,
Deputy Director of Private Banking Department,
Bank "Petrocommerce"
Alexei Gusev, chief expert of Russian Academy of State Service under the President of the Russian Federation, top-manager of Private banking unit at a known Russian bank, author of first book about specifity of Russian Private banking market.
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 Ms Susanne Höllinger,
Head of Private Banking,
Erste Bank
Susanne is Head of Private Banking at Erste Bank Austria responsible for heading the following private banking units: Corporate Assets advising corporations, executives, business owners, and public entities; Wealth Management advising family offices, ultra high net worth individuals, family trusts and foundations, charity institutions, special and institutional funds; Private Assets advising private affluent and high net worth individuals. All units are offering client-specific investment solutions including investment advisory and management, structured investments, trusts, support of legal and fiscal aspects of the investments, and more.
Susanne also taught banking and finance at the University of Applied Banking and Finance Sciences in Vienna and is a co-author of several publications. She has an MBA from University of Vienna.
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 Mr Larry Human,
Manager, Personal Tax,
Deloitte
Larry is a Manager in the Tax Department of Deloitte Czech Republic. Larry has been living and working in the Czech Republic since 2002. Prior to that he was based in our Johannesburg office in South Africa. Larry specialises in tax planning for individuals, including high net worth individuals and internationally mobile employees.
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Mr Philippe Jouard,
Head of Private Banking,
Dexia
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 Mr Claus Korner,
Head of Private Wealth Management,
Deutsche Bank
Claus Korner has been Head of Private Wealth Management Deutsche Bank Ltd since 2004. Claus has more than 15 years experience in banking activities in the international and Russian financial markets. Since 1992 he has been responsible for developing Private Banking and Asset Management in Eastern Europe and Russia. At that time, Claus Korner provided private banking services to leading financial institutions, such as Bank Leu Europe, Discount Bank and Trust, CIBC Switzerland, Credite Agricole Switzerland, United Zuerich Finance and FM Limited.
Claus Korner has an MA from University Bonn in Economic History with special emphasis on Bank History.
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Alexander Kotchoubey,
Deputy CEO,
Renaissance Investment Management
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Tomasz Krowicki,
First Vice President Investments,
Merrill Lynch International Bank
Tomasz Krowicki, First Vice President Investments, joined Merrill Lynch Global Private Clients in 2004 to develop the bank's Central European business, with particular emphasis on the Polish Market.
Based in London, Tomasz is working with Merrill Lynch clients from Central European region on their asset alocation and wealth optimisation strategies, focusing on the HNW and UHNW segments. He is regarded as one of the pre-eminent practitioners and experts in the private banking field by the Polish financial press.
Before joining Merrill Lynch, Tomasz worked for 15 years in investment banking in the CEE region, covering key corporate clients in the telecommunications and media, aviation, commodities and other sectors for JPMorgan and in Deutsche Bank in London.
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 Mr Lubomír Lorencovic,
Vicechairman of the Board of Directors and Executive Director of Private and Corporate Banking,
Privatbanka
Mr. Lorencovic graduated from University of Matej Bel in Banska Bystrica, Faculty of Economy, Finance major.
In 1996 he started to work in Vseobecna Uverova Banka, a. s. in Bratislava, at Investment banking division, on a position of Foreign and Domestic Securities Manager. He was responsible for management of securities portfolio.
In 1999, he worked in a private investment and consulting company.
In 2000, he became a Chairman of the Board of Directors and General Manager of VUB Asset Management, správ. spol. a. s.
After privatization of Banka Slovakia, a.s., in August 2003 (Privatbanka, a.s. from November 2005) he became a Vice-Chairman and Director of Private and Corporate Banking. Nowadays, he is still on this position, and he is responsible for Private Banking, Asset Management, Treasury and Retail Banking.
He undertook several trainings and internships focused on capital markets, asset management and private banking in Credit Suisse Asset Management in Zürich; Deutsche Bank, Frankfurt; Franklin Templeton, USA; Bank Vontobel, Zürich; Czech Finance Academy, Prague.
Lubomír Lorencovic (born in 1972) speaks English, German, and Russian.
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Otto Lucius,
Director,
Austrian Society for Bank Research
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Michael Maslinski,
Managing Director,
Maslinski & Co
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 Mr Petr Merežko,
Head of Private Banking,
Živnostenská Banka
Petr is a Managing Director Private Banking of Zivnostenska banka, the oldest Czech bank known for its traditional individual banking services. He is responsible for the management of a team of 20 professionals serving the bank´s private clients and high net worth individuals. Prior to that, he had been a manager Structured Finance of Zivnostenska banka. He has been with the bank for more than 15 years.
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 Mr Alain Mestat,
Director, Head of International Marketing & Corporate Communications,
Banque Privée Edmond de Rothschild Europe
1999 - current, Director, Head of International Marketing and Corporate Communication, Banque Privee Edmond de Rothschild Europe.
Former:
1992 - 1999 Founder and Managing Director, Advena Management, Boston, USA: International Multiclient Family Office representing the interests of Arab Gulf Families in the USA.
Education:
Bachelors of Arts,Political Science, Brandeis University,USA Masters of Arts, International Finance and Economics, Brandeis University, USA
Extra job:
Luxembourg Bankers Association: President of the Commission in charge of the promotion of the Luxembourg Financial Center.
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 Mr Robert Mocek,
Private Banking Manager,
Raiffeisenbank
obert Mocek began his financial career in 1993 as an Equity Analyst for one of the largest Czech banks, CSOB. After two years of analytical work he accepted an offer from ING Bank to develop the Portfolio Management for Private Banking clients of the ING Bank in Czech Republic, as well as to participate on building of Private Banking. In 2000 the ING Bank became the leader of Private Banking business in the Czech Republic. In 2003 he accepted the offer to became a Private Banking Manager for the Raiffeisenbank a.s., Czech Republic. Robert Mocek graduated University in Žilina, Faculty of Economy in 1985. During his professional career he has passed a lot of trainings abroad, mainly in the Netherlands, focused for investment skills.
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 Andrei Movchan,
Chief Executive Officer,
Renaissance Investment Management
Investment management as an independent business, and the Renaissance Investment Management within Renaissance, were developed from scratch by Mr. Movchan. Within a period of just three years, RIM has developed to become the acknowledged leader of Russia's investment management market. Mr Movchan has wide experience in the Russian investment industry. Before joining Renaissance, his most recent post, held from 1997, was as Executive Director of the investment bank Troika Dialog, where his particular responsibility was for corporate finance and special client operations. Before that, Mr Movchan worked for the commercial bank Rossiysky Credit as Department Head for financial services and analysis. Andrei Movchan holds a Master of Science degree from the Moscow State University and the Russian State Academy of Finance. He received his MBA from the University of Chicago Graduate School of Business. Forbes magazine called Andrei Movchan the most successful CEO of the Asset Management Company in Russia in 2006.
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 Mr Wilfried Pototschnig,
Head of Mergers and Acquisitions and Private Equity,
KPMG
Wilfried is the head of KPMG Corporate Finance in Russia and CIS Region with direct responsibility for corporate finance services in
• Mergers and Acquisitions
• Disposals
• Private Equity
In 2002 Wilfried joined KPMG Russia and CIS Region from a leading European bank active in central and east Europe as well as Russia, Ukraine and Central Asia. As professional in M&A, capital raising and privatisations Wilfried has gained dedicated experience in a variety of industry sectors including financial institutions and has led teams in local and cross-border transactions and privatisations in CEE as well as CIS over the past 13 years.
Wilfried holds an MBA and PhD from the University of Economics & Business Administration, Vienna, Austria.
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Mr Jan Prachar,
Director of Private Banking,
Sal.Oppenheim
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 Mr Sebastian Rheindorf-Zaorski,
Head of Private Banking,
Bank Pekao
Director of Private Banking Division in Bank Pekao S.A., Member of Polish Visa Executive Board.
Graduate of Economics at the University in Cologne (Germany) and in Salamanca (Spain), certified Bank Controller. From 1998 to 2002 working for HVB Group in Poland in several controlling and strategy related positions; since 2002 with Bank PEKAO S.A. of UniCredit Group, initially as Director of Planning & Controlling and from 2004 on as Head of Private Banking Division.
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 Mr Daniel Scigala,
Director, Private Banking Department,
BRE Bank SA
Daniel Scigala is Head of Private Banking at BRE Bank SA Poland (part of the Commerzbank Group). He graduated from the Warsaw University, Political Science, specialising in International Relations. He also completed postgraduate studies in finance at the Warsaw School of Economics in 2002, while in 2006 completed the International Executive Programme, INSEAD. He has been working at BRE Bank SA since 2000, first in the Corporate Customers Department, from which he moved in 2002 to the Retail Banking Department where he was responsible for the creation and implementation of the personal banking strategy in the newly established retail network. In 2003 he joined the Private Banking Department as Deputy Director, and finally became Director.
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 Mr Batara Sianturi,
Country Business Manager - Consumer Bank,
Citibank
• 18 years of Consumer Bank (Retail & Cards) experience with Citibank Indonesia, Citibank Australia and Citibank Hungary with senior responsibilities as Country Business Manager, Country Marketing Director, Retail Bank Director, Country Distribution & Sales Director and Chief Financial Officer (CFO).
• Double the Retail Bank financials of Citibank Indonesia from between 1999 and 2004.
• Led and executed a 10-month, ten-fold expansion of Retail Bank Distribution Network of Citibank Indonesia from 6 branches at the beginning of 1999 to 64 Sales Outlets (54 ATM Boutiques and 10 branches) at the end of 1999.
• More than double the CitiGold Wealth Management (affluent Priority Banking) business of Citibank Indonesia from between 1999 and 2004.
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 Mr Péter Szabó,
Director Private Banking,
Takarékbank
After finishing his A-Level exams at a German-Hungarian Bilingual High School in 1993, Mr. Szabó studied law at the Faculty of Law of Janus Pannonius University in Pécs (Hungary). He got his degree in law with mention “cum laude” in 1999 and attended MBA courses at Technical and Economic University in Budapest (Hungary) as well at the University Jean Moulin in Lyon (France). He started his career at a financial consulting company then he joined Raiffeisen Private Banking in 2002 and fulfilled tasks of customer relationship management (CRM), acquisitions, advising in personal finance and investment issues, wealth management of ‘high net worth individuals’. In 2005, Mr. Szabó was chosen to set up and to manage the Private Banking Unit of Takarékbank as well as to create its strategy, conception & services.
Mr. Szabó lives in Budapest, beside his mother tongue (Hungarian) he also speaks German, English and French fluently. He is married with 2 children and likes to spend his leisure time with films, sports and outdoor activities.
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 Mr Andras Takács,
Managing Director,
OTP Bank
András Takács graduated with an MSc in Finance and Marketing from Budapest University of Economics, Hungary in 1996. During his study András underwent a special trainee programme at the local CA IB Brokerage Ltd. After graduating he worked at Creditanstalt Ltd. as a product manager, then as Head of Department in product development for retail banking. He gained extensive investment experience as Director of Investment Services at Bank Austria Creditanstalt, Budapest in 1999 – 2001.
He joined OTP Bank in July 2001 as Managing Director of Investment Services Directorate responsible for the bank’s overall securities distribution and for establishing and implementing a business development strategy for OTP’s Private Banking activities.
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 Mr Phanos Theophanous,
General Manager, Private Client Services,
Deloitte
Phanos Theophanous, General Manager, Private Client Services, Deloitte (Cyprus)
Phanos is a General Manager in Deloitte Cyprus and is the Leader of the Private Client Services department. He moved to Deloitte in Cyprus from Deloitte London. Phanos specializes in investment analysis, strategy, tax efficient asset structuring and advises ultra high net worth individuals and families on their wealth management requirements.
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Mr Bruce Weatherill,
Global Leader of the Private Banking/Wealth Management Practice,
PricewaterhouseCoopers
Bruce is a Chartered Accountant with experience gained from over 25 years in London and 3 years in Southern Africa. Bruce works predominantly in the private banking/wealth management area and has led special projects from initial strategy work, the formation of private banks, development of private banking and risk management strategies to advice on product development and other advisory projects. He has also performed a wide range of acquisition and disposal reviews for private banks and wealth managers in the UK, the offshore centres and overseas.
He has assisted in special projects ranging from the implementation of appropriate back office systems, to the launching of specialist funds and various special purpose vehicles in a number of countries and the merger and demerger of financial institutions. Bruce is also author of the in-depth Global Private Banking / Wealth Management Survey.
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