• Assessing the driving factors behind Taiwan’s robust economy and is it sustainable
• Understanding the historical strengths of the domestic fundsand capital markets
• Detecting the obstacles in the development of a growing offshore funds market
• Learning from experiences of other regional markets in Asia

• Taking a closer look at the evolving Taiwanese funds industry
• Understanding the benefits of the recent reforms and how to transform these into industry best practices
• Examining how domestic managers can innovate and stay competitive amidst increasing international competitors
• Predicting how the future could look like – best and worst case scenarios

• The expanding horizon – Analysing the new competition
• How can domestic funds hold their own stance against global rivals
• Examining how fund managers can tailor their products to better suit the needs of their investors
• Which fund raising strategies will prevail

• Examining the key forces and trends driving the global fund industry
• Assessing how shifts in foreign markets can affect Taiwan
• Comparing Taiwan to other financial markets in Asia

• Examining how the DIFC is embracing the global funds industry
• Understanding what benefits the DIFC is offering managers in the region and abroad
• Exploring how Dubai can become the gateway for distributing fund products within the Middle East

• How managed accounts address challenges in risk management, asset allocations and product design
• Implementing tactical asset allocations on alternative assets in managed accounts
• Implementing structured investment policy within the alternative asset allocation framework for managed accounts

• Navigating through the evolving Taiwanese hedge fund landscape
• Identifying and managing strategy specific risks for Taiwan
• Generating alpha in volatile markets
• Which strategy will fare best in the coming year?

A Terrapinn innovation, this is the revolutionary, exciting, quick and nonpressured
way to meet fellow conference delegates and industry peers in one 30-min session. These brief meetings are the starting point for conversation and networking
throughout the conference. This is where long-lasting and profitable business relationships begin.

• Meet... Move on... meet... move on... meet!
• Exchange business cards with fellow conference delegates and industry peers
• Don’t forget to bring lots of business cards

• Examining the hottest trends in funds management
• Creating a high performance portfolio and applying it to a traditional portfolio
• How alpha and beta might be re-mixed
• Will implementation of portable alpha lead to better returns?

• Examining the different approaches of capital protected funds
• Examining the latest trends and opportunities of structured products in Asia
• Investors’ expectations and perceptions of structured products
• Investor Case Studies

• How to enter this asset class – An investors guide
• Assessing private equity deal sourcing strategies
• Examining ROI and the typical obstacles in portfolio diversification
• Comparing exit strategies – MBO, Trade Sale, IPO

• Identifying global proven strategies for portfolio diversification
• Examining how much return to expect for taking risk
• Diversifying risk through international investments
• Alternative investments - Expectations and application best practices

• Understanding the core principles of the process
• Preventing unnecessary harm to either party involved in a transaction
• What if the result of the due diligence is not as expected?
• How subjective is the evaluating institution?

• New era of local SITE's reform to enhance competitiveness
• Examining what are the advantages for domestic and international managers
• Assessing the success factors of product design for domestic funds to raise more capital
• Onshore investments – dinosaur or phoenix?

• Latest on Asia Pacific fund flows and markets
• Servicing the booming growth in Asia HNW individuals
• Rise of the "Financial Factories": efficient production, distribution and servicing
• Invest Asia; vision 2010 and beyond

• How will the landscape change after the relaxation of the law towards distribution?
• Examining the opportunities for global players entering the Taiwanese market
• Will Hong Kong as the traditional offshore centre lose ground?
• Introducing modern strategies and tools for distribution

• Achieving your investment objectives
• Optimising the risk-return trade-off
• Alpha or beta – Examining the future goals of asset allocation
• Where are additional returns coming from?

• Refreshing the institutional asset allocation model
• Global differences in allocations and drivers for future change
• Strategic and tactical asset allocation
• Innovation through fund level alpha beta separation

• What are your risks?
• Risk and return profiles a comparison of Long-Only vs. Long-Short
• Managing risk & return in changing economic environments
• Navigating the markets and investment opportunities 2007/08

• Introducing new portfolio risk measuring techniques
• Designing and implementing risk strategies
• Innovative Strategies In Operational Risk
• Risk management in relation to geographic specialties

• Introducing the three pillars framework of Basel II
• Examining the impact on the Taiwanese market
• The importance of rating in credit risk

Workshop Facilitator:
Prof. John E. Dunn III, Founding Principal
UBK Alternative Investments, Switzerland

The workshop will focus on how to launch and market a successful fund and on what world-class investors want to see in order to consider including your fund in their portfolio. This would apply to managers wanting to learn “best practices” in order to get their funds noticed by major domestic and international investors.

Workshop objectives

• Gaining insights to the variety of funds classes
• How funds upon launch can differentiate themselves from their competitors and gain assets under management
• Starting a fund in the Asian context
• Selecting appropriate service providers, the role they play and how they can help grow your business
• What investors are looking for when they conduct due diligence on funds: avoiding common mistakes

Who should attend

• Fund Managers growing assets under management
• Bank traders and portfolio managers desirous of launching funds
• Product structures looking at the variety of funds
• Potential investors whom want to understand which funds are most suitable
• Service providers to the fund business, administrators, prime brokers

Workshop agenda

09.00 Examining the funds landscape

• The history of traditional mutual funds
• Opportunities of alternative investments - Hedge Funds, Private Equity Funds, Structured Products
• Differences in the structure of investment cycles and return
• How funds in Asia differentiate themselves from Europe and the US

10.30 Coffee Break

11.00 What makes a great fund offering?

• Characteristics of good funds
• Absolute return instruments or parts from the asset allocators toolbox
• Trading methodology: A major source of returns in a fund
• Keeping the returns, the operational infrastructure needed
• The institutional buy side: The fund sales cycle

12.30 Lunch

1.30 Further details of starting a fund

• Creating the pitch book and identifying your particular edge
• Putting together a well thought out infrastructure
• The prime brokerage assistance and services
• The role of good administration and setting up valuation
• Understanding the legal aspects and requirements
• Electronic platforms

2.00 How to get under the institutional radar and raise capital

• How to differentiate your offer
• How to raise capital
• Distribution best practices and choosing the right partners
• Non-traditional methods of raising capital
• The effort of marketing: getting your single fund on the radar
• Understanding the core principles of the due diligence

3.15 Coffee Break

4.00 Case studies of setting up Asian hedge funds

• A presentation from a Hedge fund of fund investors
• Case Study of a startup hedge fund

Seminar wrap up:

• The winning Checklist > Starting a successful fund
• Question and answer perioD

5.00 End of seminar

About your Workshop Facilitator:
Prof. John E. Dunn III currently divides his time as part time Professor of Finance at the renowned graduate business school Thunderbird, The Garvin School for International Management, www.t-bird.edu, and as Founding Principal of UBK Alternative Investments, an alternative investment advisory shop which advises a variety of institutional investors on their Alternative Asset allocations. He is a frequent speaker at hedge fund conferences around the world, and is an advisory board member to Infiniti Capital, a large global fund of hedge fund.

Workshop Facilitator:
Prof. John Blin, Chief Executive Officer
Advanced Portfolio Technologies (APT), USA

According to recent academic studies up to 80% of the investment success of a fund is based on the right asset allocation strategy. This high level workshop by a renowned industry expert will educate participants in the best practices of using asset allocation methodologies to achieve superior returns and outperform the market. The unique workshop format will provide a complete overview of all asset allocation tools and strategies that will help you to outperform and differentiate your fund from your competitors. Examine the most common products as well as the most recent strategies and learn how to integrate these into your portfolio and day-2-day business.

Workshop objectives

• Learning about traditional and modern asset allocation tools
• Understanding the importance of a well structured portfolio
• Steps and traps – how to avoid common mistakes
• Selecting appropriate service providers, the role they play and how they can help grow your business
• Integrating new asset allocation theories into your business

Who should attend

• Fund Managers looking for more effective strategies to outperform the market
• Investors looking to achieve superior returns by understanding effective asset allocation techniques and methodologies
• Banks and portfolio managers looking to launch successful new funds
• Service providers to the fund business

Workshop agenda

9.00 The opportunities of asset allocation

• Where returns come from – systematic vs. specific choices
• How to determine your threshold yield: Liabilities, planning horizon and minimum yield
• How to determine your asset allocation – a “quant” approach
• How to “tilt” your performance to the max: Tilting portfolio and the risk-return trade-off
• How to build a simple excel spread sheet to run your applications: optimized portfolio construction

10.30 Coffee Break

11.00 New trends in asset allocation and benchmarking

• Examining the new methodologies in asset allocation for specific markets and institutions
• How does this apply to Asian investor, corporate or portfolio manager?
• Understanding of what benchmarking has proved in the past?
• Do benchmarks restrict gaining from opportunities in Asia?

12.30 Lunch

1.30 Strategic and tactical asset allocation

• What is the strategic case for investing in Asia?
• Maximising your alpha with the use of latest structured products
• Modern tactical asset allocation and its implementation
• Identifying GTAA in the context of real return
• Tactical asset allocation using pair strategies

3.15 Coffee Break

4.00 Assessing investors needs and trends

• Achieving consistently high returns through alternatives
• Determining the optimal investment mix
• Guiding institutional investors on investment selections
• When do you need to reassess investor’s goals and needs?

5.00 End of seminar

About your Workshop Facilitator:
Before he founded APT, John was a professor of mathematical economics, econometrics and international finance at Northwestern University's Kellogg Graduate School of Management. He then served as senior vice president of the New York Futures Exchange, a wholly-owned subsidiary of the New York Stock Exchange, focusing on the trading of financial derivatives. John has also served as a consultant to governments, leading corporations, securities firms and exchanges in the U.S. and abroad. He has published more than 70 articles and books in mathematical economics, econometrics, statistics and finance.