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Day One: Monday 27 October 2008
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08.30 | Registration and welcome coffee
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08.50 | Chairman’s opening address
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| | Mr Richard Kang, Independent Investment & Risk consultant and Editor, TheBetaBrief.com
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| GLOBAL DEVELOPMENTS – THE RISE OF PASSIVE INVESTMENTS |
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09.00 | The proliferation of new indexes and ETFs
- Overview of the ETFs and ETCs/ETNs around the world
- What is fuelling the growth in passive investments versus active management?
- Indexing and ETFs – the watershed moments
- Market predictions for 2009
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| | Ms Deborah Fuhr, Managing Director and Global Head of ETF Research and Implementation Strategy, Barclays Global Investors
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09.40 | A global macroeconomic overview of ETFs and Index Funds
- The Phantom Recession and how it faded away
- The falling dollar, rising inflation and easy global money
- Technology and transition: From the industrial revolution to ETFs
- Constant change and creative destruction
- Economic and financial market forecast
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| THE EMERGENCE OF ETFs IN MENA: IS THE MARKET READY? |
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10.20 | Emerging markets driving global growth ETFs and Index funds
- Benefits of using ETFs to access emerging markets
- Examining the ‘emerging market’ trend and identifying the hottest opportunities
- Identifying ETFs that offer emerging market exposure where other options are limited and assessing their success
- 2009 predictions: what is the future for emerging markets?
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10.50 | Morning Tea
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11.25 | ETFs and the Quest for Efficient Beta
- Analysing exchange traded funds within the context of the development of modern portfolio theory
- The role ETFs are playing as classical beta is being transformed into a continuum of new betas
- Enabling investors to create more efficient portfolios and better customise risk budgets and preferences.
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11.55 | Spotlight on MENA
- MENA’s development into the next major financial hub and the role ETFs can play
- The challenges of managing a high growth economy
- Assessing the investment landscape outside of oil: Property, infrastructure, and tourism
- Assessing the current status of the MENA ETF industry
- Uncovering MENA’s market potential for ETF growth
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12.30 | Networking Lunch
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13.40 | Panel discussion: The regulatory landscape in MENA
- A regulatory snapshot: The development of the ETFs and Index funds framework
- Current procedures for launching a new ETF structure
- The appetite of overseas investors for MENA ETFs? When will investors effectively be able to access the MENA market through ETFs?
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| | Dr Ashraf El Sharkawy, Advisor to CMA Chairman for International Relations, Capital Market Authority Egypt
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| INTERGRATING ETFs INTO YOUR INVESTMENT PORTFOLIOS THROUGH STRATEGIC AND TACTICAL ASSET ALLOCATION |
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14.10 | Asset allocation: searching for efficient frontiers through ETFs
- Asset allocation: de-correlation matrix
- ETFs: ideal tools for dynamic allocation
- An examination of the first ETFs in the Middle East
- Accessing commodities through ETFs
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| | Ms Daniele Tohmé-Adet , Head of Business development, ETF and Indexed Funds BNP Paribas AM and Co Head of the Easy ETF platfrom, Easy ETF
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14.55 | Speed Networking
Bring 100+ business cards!
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15.35 | Afternoon tea
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16.10 | Panel Discussion: Separating alpha from beta through the
employment of a core-satellite strategy
- Assessing how to use ETFs in a core-satellite model
- How to enhance the efficiency of the core through sector or style ETFs
- ETFs role in generating alpha and beta
- Reverse core satellite
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16.50 | Panel Discussion: The adaptability of ETFs in matching the
needs of investors
- The advantages of using ETFs to rebalance your portfolio
- ETFs as a complementary exposure tool to other investment vehicles
- Understanding how ETFs can be used as an effective tool during manager transition
- The ability of ETFs to generate exposure to niche markets
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| | Mr Rehan Syed, Head of Portfolio Management, ABN Amro Private Banking Mr Guillaume Dolisi, Product Manager - Delta One Products Structuration & Investment Soutions CIB, Easy ETF
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17.30 | Chairman’s closing remarks and the end of day one
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17.45 | Networking drinks
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Day Two: Tuesday 28 October 2008
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08.30 | Welcome coffee
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09.00 | Opening remarks and welcome address from chair
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| COMPARING ETFs TO ALTERNATIVE INSTRUMENTS |
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09.10 | ETFs: A new and disruptive investment vehicle
- Are ETFs threatening the survival of alternative instruments?
- Evaluating ETFs as an alternative to derivatives – futures, forwards, options and swaps
- What advantage to gaining broad exposure do ETFs have over alternatives?
- Mutual funds and closed end funds vs. ETFs
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| THE ROLE OF ETFs AND INDEXES IN ACCESSING EMERGING/FRONTIER MARKET OPPORTUNITIES |
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09.40 | Panel Discussion: Investment opportunities in MENA
– market by market breakdown
- United Arab Emirates
- Egypt
- Oman
- Kuwait
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| | Mr Aly El Tahry, Director and Co-Founder of Beltone Financial , Beltone Financial
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10.30 | Morning tea
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| WHY ETFs? FEES AND TRANSPARENCY |
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11.05 | An assessment of fees
- Comparison of fees with alternative instruments
- Should fees be reduced for institutional investors with large allocations?
- Will alternative and exotic ETFs collapse if mainstream ETFs lower fees?
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| INNOVATIVE INDEXING AND ETF PRODUCTS |
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11.35 | Market cap v fundamentals and quantitative weighted
indexing
- The advantages of innovative Indexes over market cap
- Comparing the risks, weightings, and returns of fundamental weighted indexes to market
- Does fundamental Indexing hold the solution to market-cap weighted issues?
- Fundamental weighted indexes - a marketing buzzword or the next big thing for ETFs?
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12.05 | Networking Lunch
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13.15 | Panel Discussion: Shariah compliant Indexing and ETFs
- The emergence of Shariah compliant indexing and ETFs– the resulting expansion of the products and asset classes
- Responsible and ethical investment through Shariah and Islamic indices
- The importance of Shariah compliant vehicles in reaching investors
- An examination of the products: currently availability and future outlook
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| | Mr Nik Thani, Executive Director of Islamic Finance, Dubai International Financial Centre Authority
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| ROUNDTABLES |
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13.45 | Interactive roundtable discussions allow delegates to meet and discuss issues relevant to their job functions.
Round Table 1: Shariah compliance
Moderator: Majid Dawood, CEO, Yassar
Round Table 2: ETFs, ETNs and ETCs
Moderator: Deborah Fuhr, Managing Director abd Global Head of ETF Research and Implementation Strategy, Barclays Global Investors
Round Table 3: Legal and regulatory innovation for successful products
Moderator: Andrew Henderson, Senior Associate, Head of Financial Regulation and Products Group, Clifford Chance
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14.25 | Afternoon tea
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15.00 | How and why hedge funds use ETFs
- Simultaneous expansion of ETFs and Hedge Funds: How and why this is happening
- Ambiguity between “Alternative Investments” and “Hedge Funds”
- Evolution of the ETF and Hedge Fund
- Some empirical results
- The challenge for hedge funds: The ongoing convergence story of alpha and beta
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| | Mr Richard Kang, Independent Investment & Risk consultant and Editor, TheBetaBrief.com
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15.30 | ETFs: Alpha generation and the argument for leverage
- The explosive growth in leveraged ETFs buoyed by the current market environment
- ETFs as an investment vehicle for leveraged strategies
- Generating alpha: Quantitative funds, predictive factor selection, repeatability, and merit based weighting
- Benefits of strategies utilising 130/30
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| | Mr Dave McGarel, Senior Vice President, Quantative Strategu Research, First Trust Advisors LP
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16.00 | Chairman’s closing remarks and close of conference
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Pre-Conference Workshop: Sunday 26 October 2008
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