26 - 28 June 2007, Millennium Mayfair Hotel, London, United Kingdom
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Calendar of Events
Islamic Finance & Investment World Africa 2008 ~ Johannesburg
Real Estate World Africa 2008 ~ Sandton, Johannesburg
Serviced Apartment Asia 2008 ~ China
Hedge Funds World Asia 2008 ~ Hong Kong
Electronic Trading Asia 2008 ~ Hong Kong
Real Estate Investment World Latin America 2008 ~ Coral Gables
Quant Invest 2008 ~ London, UK

More events >

Speakers      

Sulaiman T. Al-Abduljader,
Vice President, Corporate Finance & Investment Services,
Coast Investment and Development Company


Sulaiman oversees the company and client portfolio investments with an amount totaling 2.4 billion USD. Heading the Investment Services function, Sulaiman is currently responsible for creating the first ETF in the GCC to allow foreign investors a flexible vehicle to gain exposure to the previously untapped region. As an emerging market, Sulaiman confronts the global markets with the potential gains and diversification benefits many portfolio have long been waiting for. Sulaiman understands the various concerns global investors face when dealing with the region and is willing to enlighten the way of bridging the investment divide.

Assad Amin,
Global Head of Delta One Trading,
Abn Amro


Assad is responsible for ABN AMRO’s Delta One business, which includes programme trading, ETFs, swaps, index and quantitative trading. Prior to joining ABN AMRO, Assad ran JP Morgan’s European Programme Trading. His vast expertise makes for a very insightful presentation comparing ETFs with other investment vehicles.

Christine Brentani,
Asset Management Sector Team,
FSA


Christine is responsible for dealing with a variety initiatives regarding regulatory coherence for the asset management sector, which encompasses the ETF market. Prior to joining the FSA, Christine held the position of equity fund manager for SEB and Perpetual. The FSA is at the forefront of the regulatory landscape and it is vital for you not to miss her presentation if you want to understand the current stance of the FSA and the direct implications for you.

James Clunie,
Programme Director,
Edinburgh University


As Programme Director for the MSc in Finance and Investment, James lectures on Financial Markets and Portfolio Management & Investment Analysis. He previously held the position of Head of Asset Allocation at Murray Johnstone International, where he was responsible for investing in country allocation portfolios using ETFs. The combination of first-hand experience and academic insight makes him the ideal speaker on country, sector and style-specific ETFs.

James Cripps,
Partner,
Slaughter and May


James' practice is concentrated on asset management, including the structuring of investment, hedge and mutual funds as well as other types of collective investment vehicles, including ETFs. He regularly advises listed investment companies and investment trusts on compliance, regulatory and custody matters, making his expert thoughts on UCITSIII a must-hear for all investors.

Dan Draper,
Head of UK & Ireland,
Lyxor ETF


Prior to joining Lyxor, Dan held the position of UK & Ireland Director of Business Development for iShares, BGI’s ETF division. His extensive experience in the investment industry, which also includes roles at UBS and Goldman Sachs, makes for a not to be missed presentation on the true costs of ETFs.

Gary Dugan,
Managing Director, Head of Research and Investment Strategy,
Barclays Private Bank


Gary leads the department that manages the investment content of private client portfolios. Having used ETFs for both strategic and tactical allocation, he faces the challenge of rationalising their use. Gary’s experiences both at Barclays Private Bank and JPMorgan Asset Management place him in an excellent position to share his knowledge on best practice asset allocation with ETFs from the private banking perspective.

Frank Fiesinger,
Head of Fund of Funds,
Warburg Invest


As Head of Fund of Funds at Warburg Invest, Frank manages 8 portfolios with a combined volume in the region of €310m. Despite seeing ETFs as an efficient investment vehicle, he faces the challenge of overcoming large bid/ask spreads in less liquid markets. His presentation is set to provide you with invaluable insight into the challenges and successes surrounding ETFs from a fund of fund perspective.

Ralph Frank,
Senior Investment Consultant,
Mercer Investment Consulting


Ralph is responsible for research into investment strategy setting, evaluating risk and capital allocation. With many years of experience in the pensions and investment industry, Ralph is skeptical regarding ETFs as he believes that less costly investment vehicles exist. Don’t miss Ralph’s panel discussion as it is not often that a heretic is prepared to stand up and share his views.

Tomas Franzen,
Chief Investment Strategist,
AP2


AP2 is one of four buffer-funds within the recently reformed Swedish national pay-as-you-go pension system. As Chief Investment Strategist, Tomas is responsible for issues related to Investment Policy and Strategic and Tactical Asset Allocation. With $30bn in assets under management of which 60% is invested in equities this end-user insight should not be missed.

Ms Deborah Fuhr,
Managing Director,
Morgan Stanley


Deborah is a managing director in the Investment Strategies Group, which is responsible for product marketing and sales of Delta 1 products including ETFs. In 2006 she was honored with the Exchangetradedfunds.com award for Meritorious Service to the ETF Industry, which recognizes her as one of the earliest strategists to cover exchange-traded vehicles. Ensure you don’t miss her key presentation as she is widely considered one of the global thought-leaders in this field.

Riccardo Gandini,
Co-Head of Financial Division,
Inarcassa


Inarcassa is an Italian pension fund with €3.5bn under management. Riccardo has been involved in the fund’s transition to a new investment philosophy based on risk budget and strategic asset allocation. ETFs are at the heart of this philosophy. Riccardo’s long-standing use of ETFs will make for another key end-user case study.

Hartmut Graf,
Head of Issuer Data & Analytics,
Deutsche Börse


Hartmut Graf is responsible for the index business within Deutsche Börse Group. He and his team develop, maintain and market equity, fixed income, derivative and commodity indices, among which the DAX blue chip index is the most prominent example. Prior to joining Deutsche Börse Group in 2004, Hartmut was a consultant at Roland Berger, an international management consultancy, where he focused on the financial services industry. He started his career in product management and research at the Commerzbank investment banking division within the fixed income department.

Hartmut holds a PhD in Theoretical Physics.


Matthieu Guignard,
Co-Head of EasyETF Development,
AXA Investment Managers


Matthieu is in charge of developing the EasyETF range for AXA Investment Managers.
He joined AXA Investment Managers in 1999 as Head of Products Engineering, in charge of the Project Management of all new products launches for AXA IM.
Within the organisation Matthieu held several positions as fund manager for Index Funds and ETFs and Chief Operating Officer for Investment Solutions.
Before joining AXA, Matthieu held a sales position at Société Générale.
Matthieu graduated from EDHEC School of Management in 1993.


Emmanuel-Frederic Henrion,
Partner,
Linklaters


Since being made partner in the investment management group, Emmanuel has developed a specialist funds practice for setting up UCITS III structured funds, which includes ETFs. This makes him an ideal speaker to share his thoughts on how UCITS III will impact the use of ETFs.

Conor Howell,
ETF Specialist Sales Trader,
Societe Generale Corporate Investment Banking


Conor Howell is an ETF specialist sales trader with SG in London, responsible for UK, Ireland and Nordic ETF sales. Prior to that, he was Head of Sales Trading for Susquehanna International Group Ireland, a proprietary trading firm and one of the largest ETF market makers in the world. Conor worked for Susquehanna for 5 years in numerous roles from research to ETF and stock futures market making. He holds a Masters Degree in Accounting and MIS from University College Cork, Ireland.

Dan Kemp,
Fund Manager, Head of Fund Research,
Williams de Broe


Williams de Broe was a pioneer in the use of ETFs as both a core element of client portfolios and a tactical asset allocation tool. As a fund analyst, Dan is acutely aware of the challenges facing active managers and has long recommended the use of ETFs for gaining broad equity market exposure.

Hector McNeil,
Director,
ETF Securities Ltd


Hector McNeil is a director at ETF Securities group of companies where he has grown the sales and marketing team across the UK and Europe, and set up the ETC market making and liquidity provision model. ETF Securities Limited is the leading pioneer in developing Exchange Traded Commodities (ETCs) whose securities have attracted almost US$2 billion in assets. Hector’s wide knowledge of ETCs and the fact that he was heavily involved in ETF Securities recent listing of 19 individual commodities and 10 different "baskets" of those commodities, makes him the ideal speaker for this topic.

Thorsten Michalik,
Director, CIB Global Markets, db x-tracker,
Deutsche Bank


Thorsten graduated from the polytechnic in Constance with a degree in business and management administration. He started his career with a Swiss Bank in Zurich, as a trader for foreign exchange warrants, and later moved to the marketing of warrants & certificates in Germany. He joined Deutsche Bank in 2000, structuring and marketing equity derivatives, and in 2001 became responsible for marketing and press relations for warrants and certificates in Germany. He moved to Asia in 2004 and ran the warrants and certificate business for Deutsche Bank out of Hong Kong. Since mid-2006, Thorsten has been the head of the equity exchange traded funds business at Deutsche Bank

Manooj Mistry,
Vice President, CIB Global Markets, db x-tracker,
Deutsche Bank


Par Nurnberg,
Portfolio Manager,
Handelsbanken Asset Management


Handelsbanken Asset Management started out using ETFs as a vehicle to handle liquidity within their passive mandates, but now create global ETF products. Par has been involved in developing satellite products with ETFs at their core. His first-hand experiences of using ETFs within his portfolio will make for a very exciting panel discussion.

Stefano Pighini,
Pension Fund Director,
ENEL Pension Fund


As pension fund director and board member Stefano is responsible for investment strategy setting and asset allocation. Having used a wide variety of investment vehicles Stefano’s is an ideal speaker to critically compare such products with ETFs. His first-hand perspectives are not to be missed.

Pietro Poletto,
Head of ETF, Fixed Income & Securitised Derivatives Markets,
Borsa Italiana


Martial Rouyere,
Head of Delta One,
Societe Generale Corporate Investment Banking


As Head of Delta One Trading & Structuring, Martial’s insights regarding the factors affecting the liquidity of an ETF must not be missed. Having worked for the Equity Derivatives Division of SG for over 10 years he is considered an expert in the field.

Brian Tora,
Independent Consultant,
The Tora Partnership


Brian recently held the position of Investment Communications Director at Gerrard Investment Management Limited, part of Barclays Wealth and one of the largest firms serving the Private Client market in the UK. He has previously served on the boards of both investment trusts and unit trust management companies and having run one of the first discretionary management services utilising investment trusts, his thoughts on closed-end funds must not be missed.

Justin Urquhart Stewart,
Director, Co-Founder,
Seven Investment Mangement


Seven Investment Management has $3bn in assets under management, with 25% of their holdings in ETFs. Justin is involved in the promotion and practical application of ETFs. He sees ETFs as a vital part of breaking down investment barriers and charges and is set to share his views on ETF investment strategies with you.

Erik Valtonen,
Chief Risk Officer,
AP3


As well as holding the position of Chief Risk Officer, Erik is a member of the Executive Management Committee at AP3, a Swedish public pension fund with €21bn under management. The fund uses ETFs for tactical asset allocation and regards fundamental indices as a natural way of adding value to their portfolio. His first-hand pension fund perspective will add invaluable insight to the fundamental index panel discussion.

Thomas Voss,
Associate,
Norton Rose


Norton Rose is a leading law firm in the ETF arena, providing advice for top-level clients, including the Frankfurt Stock Exchange, IndexChange and Lyxor. Thomas’ practice focuses on the tax structuring of cross-border financing and the development of investment funds, including ETFs. With ETFs continuing to play a large role in the investment funds markets, understanding the tax implications is critical for all investors.

Tobias Welin,
Head of Structured Asset Mangement Group,
Handelsbanken Asset Management


Since Handelsbanken Asset Mangement’s acquisition of XACT in 2004, Tobias has become increasingly involved in ETF product development and has developed the first leveraged long and leveraged short ETFs in the world as well as the first Fundamental Index ETF product in Europe. His cutting edge expertise makes for an exciting presentation.

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