PROGRAMME FOR THE DAY
08:30 Registration and Coffee
09:00 Chairman's Opening Address
James Mawson, Editor, Private Equity News
09:05 Keynote: ETFs in changing times
- Industry outlook for the next 5 years
- Defining the most crucial challenges ahead
- How to generate maximum Alpha with limited resources
- How to manage the challenges of the credit crunch and changing spending patterns
Speaker: Deborah Fuhr, Global Head of ETF Research and Implementation Strategy, Barclays Global Investors
09:30 Panel discussion: New products and trends - where is the market headed?
- Top three products - according to the amount of allocated assets
- Investor's advice in changing times - how to measure effectively product transparency
- Defining and measuring investor interest through growing market exposure and tax efficiency
- Fundraising trail and special client binding measures
Moderator: John Redwood, Chairman, Evercore Pan-Asset Capital Management
Panellist: Jim Wiandt, Publisher, Index Publications
Panellist: Karl Olbert, Senior Consultant, Funds@Work
Panellist: Simon Gleeson, Partner, Clifford Chance
10:10 Morning coffee and Networking Break
10:40 Panel discussion: Who manages your money?
- The importance of knowing who manages your investment
- How to keep your money in good hands - indentifying the right Asset Management firm
- From an investors point of view - Defining the overall importance of talent retention within Asset Management companies
- Protect your money - How to securely identify problems before its too late
- What are the appropriate counter-measures when things do go wrong
Moderator: Markus Hill, Independent Asset Management Consultant
Panellist: Jim Kandunias, LLM, CPA, Chief Operating Officer, Esemplia Emerging Markets
Panellist: Giles Crewson, Head of Asset Management practice, Korn Ferry
11:20 Social and responsible European investing in ETFs
- Which influence does the green finance industry with its estimated £2 Billion under management exceed upon the ETF development?
- Defininthe sustainable investment and finance associationg the beauty of green and ethical - are ETFs the right Asset class for conscious and value driven investors?
- What are green investors looking for when choosing their ETFs?
- Which are currently the most important products on the market and is there any significant role being played by Islamic Finance in this Asset class?
- Considering the instrument of microfinance for FTF investments - valuable portfolio addition or financial Fata Morgana with no real value?
Speaker: Penny Shepherd, CEO, UKSIF - the sustainable investment and finance association
12:15 Networking Lunch kindly sponsored by 
13:25 Panel discussion: What should investors be looking for when choosing the right ETF?
- What are investors looking at when choosing the right ETF for them?
- Defining a successful pre - investment checklist
- Where to find the right Asset Management firm for your specific needs
- How to avoid pitfalls and make your investment a success
- What are the UK tax issues arising on investment in an ETF?
Moderator: David Bennett, CEO, Association of Private Clients & Stockbrokers
Panellist: Paolo Giulianini, Head of ETF Trading & Advisory, UniCredit HVB
Elizabeth Stone, Partner, Tax, PricewaterhouseCoopers
14:05 Fundamental weighted indexes
- Do share prices fairly represent the fair value of companies?
- Are fundamentally weighted indices just a value play?
- In what markets or sectors do they work best?
Speaker: Tim Mitchell, Head of Investing Institution, Invesco - PowerShares
14:30 How to find the right Index
- Defining the quality of different indices used by ETFs
- Does unknown territory automatically refer to a lack of quality?
- How to test new indices effectively without loosing money
- What are the prime index quality criteria for ETFs?
- Is there a tendency for newer ETFs to list with unknown indices?
- How to avoid the pitfalls of betting on the wrong horse
Speaker: Hartmut Graf, Director, Head of Issuer Data & Analytics,
Deutsche Börse
15:10 Coffee and Networking Break
15:45 Panel discussion: Challenging common misunderstandings about ETFs
- Rightly managed, why is short term speculation actually a gain for markets, shareholders and investors?
- How to successfully explain growing trading expenses to small portfolio investors with huge product choice?
- The evils of insufficient diversification - overestimated by the media? How to establish a healthy portfolio
- Defining the dependence on arbitrage mechanisms
- What are the key advantages over index funds?
- Making money against the trend - how to out-manoeuvre the Credit Crunch
Moderator: James Mawson, Editor, Private Equite News
Panellist: John Godden, CEO, IGS Hedge Fund Advisory
Panellist: Jacob H. Schmidt, CEO, Schmidt Research Partners Ltd.
Panellist: Tom Lydon, Editor, ETF Trends
16:25
Chairman's Closing Remarks
Networking Drinks Reception
