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Speakers 
 Jahangir Aka,
Director – Private Banking & Wealth Management,
SEI Investments
Jahangir joined the SEI team in February 2006. He is responsible for the sales and marketing of SEI’s asset management offering, targeting strategic partnerships with Private Banks, Wealth Managers and Family Offices in the UK and Middle East.
Before joining SEI, Jahangir was Head of Product, Sales and Marketing for International & Private Banking at Standard Chartered Bank. In this role he was responsible for Standard Chartered’s product offering for clients in Europe, Middle-East, Africa and South Asia. Additionally he has held roles in segmentation, strategy and relationship management.
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Alexei Aleksandrov,
Director Private Banking,
UkrSibbank
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 Imre Balogh,
Deputy Chief Executive, Head of Strategy and Retail,
MKB Bank
Joined Hungarian Foreign Trade Bank Ltd. (MKB) in 1988. Member of the Board of Management since 1990, member of the Board of Directors of MKB Bank since 2004. 1994-2004: Chief Financial Officer, since 2004 Deputy CEO.
Current responsibilities cover strategic planning, economic research, participations, implementation of group CEE strategy, private banking, retail business. Board memberships include Vice Chairman of the Supervisory Board MKB Unionbank Bulgaria, Member of the Board MKB Euroleasing Ltd. and MKB Insurance Ltd. and member of MasterCard’s Central and Eastern Europe Customer Advisory Forum.
Holds degree from Budapest University of Economics, and attended executive education at Wharton School, Philadelphia and Harvard Business School, Boston.
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 Jan Barta,
Chief Executive Officer,
CSOB Investment Fund (KBC Group)
Jan Barta, currently the CEO of the CSOB Investment Co the fund management arm of KBC Group in Prague, Czech Republic, has been involved in the investment business for more then 13 years already – almost since the very beginning of this industry in Eastern Europe. Jan has been active in custody business first establishing this service for global securities services providers. Later, he was one of the founders of investment fund business at CSOB, one of the 3 biggest banks in the Czech Republic. As core to the strategy he was leading the team introducing structured/capital guaranteed products in the Czech Republic: Jan has gone through different positions being responsible for mainly sales and product development. Last year he was appointed as a CEO of the company.
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Sergey Beletskiy,
Head of Private Banking,
Nomos Bank
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 Adam Dakowicz,
Deputy Director, Private Banking Department,
BRE Bank SA
Adam Dakowicz has been involved in various areas concerning wealthy customers’ investments since 2000. Before he joined BRE Bank he worked for BRE Asset Management and Skarbiec Asset Management Holding. Currently he holds a position of Deputy Director in Private Banking Department, BRE Bank, where he is responsible for sales strategy and implementation of new products.
He graduated with an MA in Economics from the University of Bialystok and is in the middle of his studies for a doctorate in Finance at the Warsaw School of Economics. Adam is also a licensed securities broker and financial markets analyst.
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 Christian de Juniac,
Senior Partner and Managing Director, World-Wide Head of Asset Management and Private Banking,
The Boston Consulting Group
Christian de Juniac is a Senior Partner and Managing 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 and 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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Mr Stephen Dertnig,
Senior Partner and Managing Director,
Boston Consulting Group (Russia)
Stephan Dertnig is the head of financial services and consumer goods operations in CIS and an active member of BCG worldwide Financial Services practice. He has performed a wide range of strategy, due diligence, post-merger integration, and efficiency improvement programs for leading companies in Russia, Kazakhstan, and Ukraine, working across consumer oriented businesses in telecommunications, banking and consumer goods. Stephan Dertnig has also worked for the Kazakh Government on supporting the Regional Financial Center in Almaty.
Mr. Dertnig joined BCG’s Munich office in 1990 and later moved to open up our Vienna office in 1997 before relocating to Moscow in 2002. As the leader of BCG Russia, he has taken the Moscow office onto a steep growth path and played a crucial role in the founding of the newly opened Kiev office.
Before starting his consulting career, Mr. Dertnig worked with a leading engineering company in Vienna. He studied mechanical engineering at Technical University Vienna and holds an MBA from INSEAD
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 Sebastian Dovey,
Managing Director,
Scorpio Partnership
Sebastian Dovey heads consulting services at Scorpio Partnership, an eight-year old firm that acts as a wealth management solutions consultant between financial services firms and family offices and high-net-worth individuals. The firm has worked with family offices whose combined wealth exceeds $3 billion, and with vendors including UBS Private Banking, Capital International, Credit Suisse, HSBC Republic, JP Morgan Private Bank, Citigroup Private Bank, Deutsche Bank, ABN Amro, BNP Paribas, Lloyds TSB, Barclays, SEI Investments, Merrill Lynch, Bessemer Trust, UBP and Lombard Odier Darier Hentsch. As well, he has direct input into business development of competitive intelligence surveys and business solutions. He is also actively building education-based solutions for various client initiatives.
Dovey has been an advisory board member of the Wealth Congress since 2003. He is also the creator and faculty director of the International Wealth Management Academy, developed in association with the Financial Times group. Before establishing the firm in mid-1998, Dovey was the London based managing editor of Global Private Banking.
Dovey holds a first class BA (Hons) degree in modern history from University College London, and was awarded an MSc (Econ) from the London School of Economics.
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Selim Elgen,
Managing Director,
Citigroup Private Bank
Selim H. Elgen is a Managing Director of The Citigroup Private Bank in Europe, responsible for the CPB’s activities in Central and Eastern Europe, including Russia. He first joined Citigroup as a Management Associate in 1995 and completed Citigroup’s graduate programme by 1996. Subsequently, Selim joined the Emerging Markets department of the CPB with a primary focus on Central and Eastern European markets.
The Emerging Europe team has been growing under his leadership since 2005, when he was promoted to Head of the Central and Eastern Europe region.
Mr. Elgen is a proponent of a unique approach to private banking based on the concept of private investment banking and an entrepreneurial outlook to the future of wealth management. He has been a distinguished guest speaker at leading finance, capital markets and private wealth management events, including conferences of the Adam Smith Institute, the Russian Economic Forum and others.
Mr. Elgen graduated from the London School of Economics in 1994 with a BS in Management. A dual British/Turkish citizen, he is married with 1 child.
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 Rolf Frehner,
Head of Private Banking CEE,
Liechtensteinische Landesbank
Originally educated in Mathematics at the Swiss Fedral Institute of Technology he joined Credit Suisse in 1985. There he first worked for the Controlling and Accounting Departement, where he developed a new model the managment information system on a detailed base and introduced this concept within the company. Later he was responsable for the integaration of the Swiss Volksbank, a bank, which was in trouble and beeing bought by Credit Suisse. For the next five years Mr Frehner was Head of the Treasury and Finance division, rank of Managing Director, responsable for achieving sustainable trading contribution to the bank`s ROE target. His latest job within Credit Suisse Group was at Winterthur Insurance, a Credit Suisse company, where he was responsable for managing all assets of Winterthur Group abroad as Head Asset Management International. He was member of the Board of several Winterthur subsidiaries abroad Switzerland as well as Chairman of the Board of WIMCO (Winterthur Investment Company, New York).
In 2005, Rolf moved to Liechtensteinische Landesbank, located in Vaduz, where he took responsibility fort he newly created department „Private Banking CEE“.
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 Harald Friedrich,
Managing Director 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 Felipe Godard,
Managing Director, Head of European Offshore Business, Members of Management Committee,
JP Morgan Private Banking
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 Michel Jongen,
General Manager, Central and Eastern Europe,
Odyssey Financial Technologies
After graduating Michel Jongen joined the Banque Internationale à Luxembourg in 1985 to set up and operate their interest rate derivatives trading and hedging activities. Four years later he joined BIS Banking Systems (BIS), where he built its European business and implementation consultancy team. Focussing on Treasury Management, Capital Market, Portfolio Management and MIS related projects, Michel's team first covered Continental Europe and later expanded to encompass the UK.
Michel left BIS (now Misys) in 1995 to join Odyssey as a co-founder. After an initial focus on the Benelux countries he successfully managed the development of Odyssey’s activities in Germany and Austria. Since January 2007 he is in charge of the Central and Eastern Europe region with the aim to establish Odyssey as the leading asset and wealth management platform supplier to this fast developing part of the world.
Michel Jongen holds a masters degree in economics and business administration from the University of Namur (B).
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 Gabor Kacsoh,
Vice President,
Experta Corporate and Trust Services
Mr. Gabor Kacsoh is member of the Executive Committee of Experta Luxembourg, a leading service company for the incorporation and management of corporate and investment structures in the Grand Duchy of Luxembourg. He spent nearly a decade focusing on business development with special attention to the geographic region of Central and Eastern Europe, as well as the management of business relationships with institutional clients, particularly in terms of structuring real estate and venture capital investments. Mr. Kacsoh began his career at Dexia Banque Internationale à Luxembourg working in the International Structuring Unit of the Business Line Corporate Engineering.
He graduated from Institut Catholique des Hautes Ecoles Commerciales in Brussels with a Bachelor of Arts (BA) in Finance and holds a Master of Law (LLM) degree specializing in international tax law from Vienna University of Economics and Business Administration. In addition to his native Hungarian, he is fluent in English, French and German.
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 Petteri Karttunen,
Head of Wealth Management in Finland and Eastern Europe,
SEB
Petteri Karttunen, b. 16.06.1960, has worked within Gyllenberg and asset management since 1988. He started as a portfolio manager, later senior portfolio manager, and was appointed CEO in 1999 in connection with SEB’s acquisition of the company.
Besides his responsibilities as CEO of SEB Gyllenberg Petteri Karttunen has also been responsible for SEB Wealth Management in Finland since 1999. Since 2001 he has been a member of the divisional management group for SEB Asset Management acting as Head of Global Product Management 2003-2005 and from 2005 onwards he is Head of WM Eastern Europe.
Petteri Karttunen will assume a new position in September this year when he will become Country Manager in Finland for SEB.
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 Christoph Kossmann,
Executive Vice President,
SGG
Christoph N. Kossmann is holding a position in the management board of
Services Généraux de Gestion S.A. based in Luxembourg, a Trust company
that is an affiliate of Sal. Oppenheim jr. & Cie. S.C.A. (Luxembourg).
He gratuated from the Law School of the University of Freiburg/Germany,
after his studies at the law school of the Universitiy of Lausanne, with
a specification in the field of international private law.
Prior to joining SGG, Christoph N. Kossmann hold a management position
in the Sal. Oppenheim Group and was a member of the executive board
of a Trust Company of Dexia-BIL in Luxembourg.
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 Alexander Kotchoubey,
Deputy CEO,
Renaissance Investment Management
Prior to joining Renaissance Investment Management as Head of Wealth Management and Deputy CEO, Mr. Alexander Kotchoubey was Head of the Investment Strategy team within Merrill Lynch & Co.’s Investment Wealth Management & Insurance (IWMI) group in New York and responsible for strategic investment advice on global equities while integrating fixed income, F/X and commodity Research into portfolio strategies for ML’s 15,000 global Financial Advisors and their clients. Mr. Kotchoubey was a member of ML’s Global Research and Management’s Investment Strategy Group. Previously, Mr. Kotchoubey was a Director at Medley Global Advisors (founded by George Soros’s ex-Quantum Fund partner Richard Medley) where he led the launch of MGA’s equity product offerings. Mr. Kotchoubey began his career at Brown Brothers Harriman (BBH) in New York and spent nearly a decade at America’s oldest and largest Private Bank. He graduated from Middlebury College with a Bachelor of Arts (BA) in Russian and East European Area Studies. He studied briefly at Moscow State University and is fluent in Russian and French and conversant in Spanish.
Alexander is also Head of Global Asset Allocation and investment strategy for Wealth Management at 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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 Arnaud Leclercq,
Partner, Head of Eastern Countries,
Bank Lombard Odier Darier Hentsch & Cie
Arnaud Leclercq, 40 years old, is a Partner of the Group Holding of private Swiss bank Lombard Odier Darier Hentsch. He dedicated the last 15 years to emerging markets. Having both an industry and banking background, Arnaud Leclercq had several development and executive positions, including at Credit Suisse where he was appointed in Zurich to the committee of most senior Managing Directors and member of the Board of Credit Suisse Monaco. Initial education was in international private and tax law, rounded off with an MBA at HEC (France) and at Harvard Business School.
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Mr Rafal Madej,
Head of Sales and Product Offer,
BRE Private Banking and Wealth Management
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 Erez Maharal,
Managing Director,
Corporate Alliance
Since 1992, specializes in International Corporate & Tax Planning. He is a founder of Meridian Companies House, one of the leaders in company formation in the Russian-speaking markets. In 1999-2000 he was Director for Direct Sales of Rietumu Banka (Latvia). Since 2005 he is a key consultant for Corporate Alliance AG, providing International Corporate and Tax Planning for large corporations and Wealth Management and Asset Protection services for High Net Worth Individuals. He is residing in Israel and Switzerland, has Masters Degree in Theoretical Physics, and diplomas from Cleveland and Los Angeles Institutes of Gestalt Therapy. Author of publications in professional and general press.
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 Mr Michael Maslinski,
Managing Director,
Maslinski & Co
Michael is an expert in the private banking and wealth management sector, in which he has been working as a specialist consultant since 1995, after 22 years practical experience in the sector. He has advised a wide variety of institutions on the development of their private client business, ranging from large retail and investment banks to wealth management boutiques and family offices. He was formerly Head of Marketing and Business Development at Coutts & Co.
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 Stefan Maxian,
Head of CEE Company Research,
Raiffeisen Centrobank
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 Andrea McEwen,
Country Head CEE Retail & Private Banking,
Raiffeisen Capital Management
Raiffeisen Capital Management
12 years sales and marketing experience in the financial sector in CEE countries. Since 2002 in Raiffeisen Capital Management responsible for cross border distribution of investment funds in CEE, with special focus on Private Banking and Retail business. Since 2006 Country Head CEE.
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Christopher Mouravieff-Apostol,
Senior Vice President,
Banque Pictet & Cie
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 Michael Nagy,
Director of Private Banking,
Meinl Bank
Since 2001: Meinl Bank AG, Vienna, Head of Private Banking
1999-2001: Institut for Industrial Research, Head of the division for Internationalisation/Financial Markets
Education:
1999-2001: Vienna University of Economics and Business Administration, Institut Univ.-Prof. DDr. Werner Clement, PhD studies
1994-1999: Vienna University of Economics and Business Administration/University of North Carolina, Master in Economics and Business Administration
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Dina Nurpeisova,
Deputy Director Almaty Branch,
Kazkommertsbank
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Atul Patel,
Chief Investment Officer, Public Equities,
Compass Asset Management
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 Irina Polyakova,
Deputy Director of Almaty Branch,
Bank TuranAlem
Prior to joining Bank TuranAlem as Deputy Director of Almaty Branch Mrs. Irina Polyakova was Head of Private Banking in Kazkommerts Bank. Previously, Mrs. Polyakova was Head of Strategic business-planning Section of Marketing Department in Kazkommerts Bank. She began her career at Bank TuranAlem in 1995. She graduated from Kazakh National Technical University (BA in Management in industrial production) and from The Academy of Social Relations and Labor of St. Petersburg (BA).
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Rein Raätsep,
Deputy Head,
SEB Wealth Management Eastern Europe
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 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 Jeroen Rijpkema,
Chief Executive Officer,
ABN Amro Bank (Switzerland)
1995 – 1999, Deputy Manager ABN AMRO Corporate Banking Rotterdam Regional Office
1999 – 2000, Senior Vice President/Manager ABN AMRO International Corporate Group and Trade & Commodity Finance AA New York
2001 – 2005, Executive Vice President ABN AMRO Corporate Clients South West Region, based in Rotterdam
2005 – 2005, Managing Director ABN AMRO Private Clients The Netherlands
2006 – present, Managing Director CEMELA (as of 1.07.2007 Switzerland and Brazil), CEO ABN AMRO (Switzerland)
2006 – present, Country Executive Switzerland
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 Alexis Rodzianko,
Head of Private Banking,
Credit Suisse
Alexis O. Rodzianko is heading Private Banking Department of Bank Credit Suisse (Moscow). He is a highly experienced banker with an outstanding track record in the establishment of onshore businesses in Russia.
Alexis joined Credit Suisse from Deutsche Bank, where he was most recently CEO and Chief Country Officer of Russia with responsibility for the onshore Private Wealth Management and Asset Management businesses. He began his career at Arthur Andersen, following 14 years at Manufacturers Hanover/Chemical Bank in New York, where he held a variety of senior positions. He was subsequently appointed President of ZAO JP Morgan Bank in Russia and then CEO of United City Bank in Moscow. Alexis holds a degree in Russian Language and Literature, Mathematics and Natural Sciences and an MBA from Columbia University, with Honors in Finance.
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 Jaroslav Romanchuk,
President,
Scientific Research Mises Center
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Mr Basile Samarine,
Managing Director, Head Private Banking Russia, Ukraine and Central Asia,
Credit Suisse (Switzerland)
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Andreas Schuepbach,
Head of Eastern Europe,
Coutts Bank von Ernst
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Maxim Shahalov,
Director Private Banking,
Alfa Bank
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Krzysztof Spyra,
Member of the Management Board,
Noble Bank
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 Viktar Strachuk,
Senior Manager, Tax & Legal Services Department,
Deloitte
Viktar Strachuk is a Senior Manager in the Tax and Legal Services Department of Deloitte Minsk, Belarus. He has over 9 years of experience in Belarusian and international taxation and commercial law of Belarus. He has been involved in appealing the decisions of tax authorities in court. Currently he focuses on the international tax planning and structuring of inbound investments into Belarus. Viktar holds a Ph.D. in International Law and is a direct member of the International Fiscal Association.
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Michael Streich,
Head of Sales Germany and Austria,
ABN AMRO
Michael Streich has dedicated his (professional) life to derivatives and structured products since working for Commerzbank Securities in Hong Kong and Frankfurt where he performed development and strategic positions.
He joined ABN AMRO in 2004 and heads up the distribution of structured products Germany/Austria and CEE.
Before his professional career he studied economics in Freiburg and Munich where he graduated with a master’s degree in economics. His research focus was financial markets and macroeconomics, and he assisted Prof. H.W. Sinn, President of CES Ifo Institute. Michael is also a licensed trader in securities.
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 Christoph Streule,
Chief Executive Officer, Member of the Executive Committee,
HSBC Private Bank Suisse
Christoph Streule has been with HSBC Private bank (Suisse) SA since 2002 and is both a Member of the Executive Committee and the chief Executive Officer of the Zurich branch. As Head of the Atlantic, Contimental and Eastern Europe Business Unit he has spearheaded HSBC Private Bank’s drive into the Nordic countries and Eastern Europe.
Prior to joining HSBC, Christoph spent more than twenty years with another Swiss bank in various executive positions, with responsibilities renging from portfolio management over investment services to international private banjking in East Asia, Northern Europe and North America. His many assignments have included postings in Basel, Zurich and New York.
Before beginning his banking career, Christoph studied mathematics and law at the University of Basel, from which he graduated with a law degree. He fulfilled and completed his military duty in the Siess Army with a final rank of a Major.
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 Sándor Szalai,
Chief Executive Officer,
OTP Fund Management
Mr. Szalai gained a BA from the College of Foreign Trade in 1993, and completed his studies at the Monetary Regulation Faculty, Janus Pannonius University of Economics Pécs, in 1997. In 1995/6 he worked as a consultant for international consultants Czipin & Partner on corporate projects in Hungary. Mr. Szalai was employed by CIB Fund Management (asset management company of Banca Intesa Group’s Hungarian stake) from January 1998, and became CEO in 1999. In October 2002 Mr. Szalai joined OTP Fund Management as Head of Sales. He was appointed CEO and a member of the Board of Directors of OTP Fund Management Ltd. in March 2005. Currently, Mr. Szalai is also a member of the Training Committee and Ethical Panel of the Hungarian Association of Fund and Asset Managers (BAMOSZ). Mr. Szalai speaks English and German fluently.
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 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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Mr Christof T. Zellenberg,
Director - Head Private Wealth Management CEE,
Deutsche Bank (Austria)
Christof T. Zellenberg has been with DB since 1999. Responsible for offshore Private Wealth Management for clients from Central- & Eastern Europe.Before joining DB, he was an investmentbanker and project manager for the Austrian Raiffeisengroup. He worked on various M&A assignments in Serbia, Montenegro, Bulgaria and Ukraine. Zellenberg started and headed Raiffeisen Investment Ukraine in 1998, the M&A subsidiary of the Austrian group.
He holds a master in Business Administration from the Vienna Business University.
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