Programme Tuesday 21 May 17.3019.00-
WINE & CHEESE TASTING RECEPTION
An informal and relaxed get together the evening before the main conference begins. All delegates of the EuroHedge Summit are invited to taste a selection of French wines and a variety of regional cheeses. The evening also gives you the opportunity to pick up your badge before the crowds on Wednesday morning!
Wednesday 22 May 08.00 09.05
10.05
10.50 11.20
Registration, breakfast and welcome MACRO: IS THE WORST OF THE CRISIS NOW BEHIND US?
• Is the Eurozone now holding together permanently? • Can the US keep patching things up – and avoid the fiscal cliff? • Can China and emerging markets continue to drive growth? • Can macro managers start making better returns? Moderator: Nick Evans. editor, EuroHedge Speakers include: >> Anatole Kaletsky, economic columnist, Reuters and International Herald Tribune, and partner and co-chairman, GaveKal Dragonomics >> George Papamarkakis, co-founder, managing partner and chief investment officer, North Asset Management >> Lucrezia Reichlin, founder, Now-Casting Economics, and professor of Economics, London Business School
HEDGE FUND CEOS: CHARTING THE WAY FORWARD
• What is the main opportunity set for hedge fund firms today? • Coping with the new demands from regulations and investors • ...while retaining the entrepreneurial edge Moderator: Robert Mirsky, partner and global head of hedge funds, KPMG Speakers: >> Stuart Bohart, president of liquid markets & senior managing director, strategy, Fortress Investment Group >> Martin Estlander, chief executive officer and founder, Estlander & Partners >> Jonathan Lourie, founder and chief executive officer, Cheyne Capital Management >> Sir Paul Ruddock, chief executive officer, Lansdowne Partners*
Coffee break INVESTORS: WILL THEY KEEP THE FAITH WITH HEDGE FUNDS?
• Hedge funds have underperformed equities by a long way in recent years, yet investors do not seem to be pulling money from them – can and will that continue? • Is ‘non-correlation’ better than beta? How long is it a substitute for absolute returns? • Is there just too much money in the industry already? • Where do investors think are the best opportunities this year? Moderator: Neil Wilson, managing editor, HedgeFund Intelligence Speakers: >> Penny Aitken, investment manager, FQS >> Alexandre Col, head of investment funds, Banque Privée Edmond de Rothschild >> Martin Källström, portfolio manager, hedge funds, First Swedish National Pension Fund (AP1) >> Max von Bismarck, partner and chief executive officer-Europe, SkyBridge Capital
KEYNOTE ADDRESS: CHRIS HOHN, The Children’s Investment Fund Management (UK) LLP www.eurohedgesummit.com