FX Week is proud to host its 3rd annual FX Invest Europe congress

Complimentary
attendance
for qualified
buy-side delegates
please see registration
page for details
9 March 2010, Zurich
fxinvesteurope.com
FX Week is proud to host its 3rd annual
FX Invest Europe congress
Foreign exchange is the most liquid asset in financial markets. This thriving
environment has continued to appeal to institutional investors with an
escalating number embracing currency management as an investment
strategy. FX Invest Europe is specifically designed to bring you valuable
insight into the latest developments and initiatives in currency trading.
Through a series of in-depth presentations and interactive panel discussions,
FX Invest Europe will equip investors with essential knowledge to stay
ahead in the FX market.
Keynote Address:
Marcel Zimmermann
General Manager,
SNB Stab-Fund, SWISS
NATIONAL BANK
Speaker sponsor
See inside for more leading practitioners
Editor’s Letter
Who should attend?
Dear colleague,
FX Invest Europe will be of value for any
investor wishing to stay at the cutting edge of
the FX market. It will be of particular benefit to
investment executives working in the following:
With the currency markets continuing to attract interest from institutional investors, it is critical for
portfolio managers to anticipate how forex markets will develop over the next year as the global
economy recovers, and how to position themselves to take advantage of the opportunities that
will arise.
By Institution:
By Job Responsibility:
Asset & Investment
Management
Investment
Management
Hedge Fund
Management
Asset Management
Life & Pension
Provision
FX Trading
This will be followed by a series of cutting edge presentations and panel discussions which will
help you to better understand the implications of the changing macroeconomic backdrop on foreign
exchange management. Similarly, leading industry experts will share their experience in applying
innovative investment strategies to exploit current market trends.
Endowments
Currency
Management
Mutual Funds
Foreign Exchange
As the leading weekly newsletter delivering the latest insider news in the global business of
foreign exchange, FX Week is perfectly positioned to offer the most comprehensive programme in
the industry.
Family Offices
Portfolio
Management
Fund Manager
Fixed Income
Funds of Funds
FX Strategy
Corporations
Risk
Central Banking
Fund Management
Institutional
Investment
FX Product
Management
Financial
Consultancy
Treasury
Rating Agency
Brokers
Investment &
Commercial Banking
Consultants
Specifically designed for the investor community, FX Week’s third annual FX Invest Europe congress
will address the most pressing issues facing buy-side firms including the outlook for G10 and emerging
market currencies and the impact of central bank responses to the crisis; the performance of trading
strategies including range, trend and carry; how to develop overlay strategies to meet your risk return
expectations; and using algorithms to effectively tap new market opportunities.
We are delighted to announce Marcel Zimmermann, General Manager of the SNB Stab-Fund at the
Swiss National Bank as our Keynote Speaker. Marcel will discuss the prominent role of central banks in
shaping the FX landscape.
I look forward to welcoming you in March for what is the must-attend event for FX investors in Europe.
Best wishes,
Saima Farooqi, Editor, FX Week
Hear from leading practitioners:
Paul Chappell
Chief Investment
Officer, C-VIEW
Jean-Marc Guillot
Senior Vice President, Head
of Foreign Exchange Overlays
Asset Management, UNION
BANCAIRE PRIVEE
Paul Lambert
Director of Macro Strategies,
POLAR CAPITAL LLP
Monica Fan
Senior Currency Product
Engineer, STATE STREET
GLOBAL ADVISORS
Pierre Lequeux
Chief Investment Officer,
Currency Management,
FORTIS INVESTMENTS
Thanos Papasavvas
Head of Currency
Management, INVESTEC
ASSET MANAGEMENT
Benefits of attending include:
Participating in the CIO roundtable: Exploring the FX outlook for 2010
and beyond
Investigating the optimum strategy for alpha generation
Identifying the hurdles of trade automation in the FX market
Examining the opportunities in non-G10 currencies
Quizzing industry experts on the state of play in global FX markets
Exchanging ideas with senior currency and investment professionals
across Europe
Networking opportunities:
FX Invest Europe offers a great opportunity to network with
FX investors and other FX buy and sell-side senior executives.
This congress offers a unique opportunity to meet your peers
and future clients.
Sponsorship opportunities:
To find out how your organisation could benefit from sponsoring
or exhibiting at FX Invest Europe, please contact Katie Palisoul on
+44 20 7968 4513 or by email: [email protected]
fxinvesteurope.com
9 March 2010
Morning Agenda
8.20
Registration and breakfast
8.45
Welcome address: Saima Farooqi, Editor, FX Week
8.50
Chairperson’s opening remarks: Momtchil Pojarliev, Independent Advisor
9.00
Keynote Address: Understanding how central banks have shaped the FX landscape
Evaluating the outcome of central bank’s responses to the crisis
The consequences of intervention on the level of volatility
Examining the impact of 0% interest rates on FX
Exploring the outcome of EU and non-EU country policies
Marcel Zimmermann, General Manager, SNB Stab-Fund, SWISS NATIONAL BANK
9.40
Panel discussion: FX and the evolving market landscape
The drivers behind the changing market
The new liquidity environment and how your priorities have changed
Impact of the lack of credit availability Managing settlement risk
How has FX performed during the recession and what is likely to happen post-crisis?
Jean-Marc Guillot, Senior Vice President, Head of Foreign Exchange Overlays Asset Management, UNION BANCAIRE PRIVEE
Paul Lambert, Director of Macro Strategies, POLAR CAPITAL LLP
Bill Muysken, Fund Manager, THAMES RIVER CAPITAL LLP
10.30
Morning break
11.00
Presentation: The art of Global Tactical Asset Allocation and how it relates to FX
How FX fits in with the world of asset allocation
Fundamental changes in asset allocation
Managing cross-asset class risk
Dealing with increasing currency volatility
Global macro versus FX only funds
Gulamabbas Lakha, Chief Executive Officer and Chief Investment Officer, PROVIDENTIA CAPITAL
11.30
Panel discussion: Using algorithms to exploit FX opportunities
Integrating algorithms into your trading strategy
Looking at the emerging trend for cross-asset class algorithms and its impact on FX trading
Exploring how the events of 2009 have helped the development of algos that perform during stressed environments
What does high frequency trading mean for the buy-side?
Identifying the hurdles of trade automation in the FX market
Anne Sanciaume, Founding Partner, BLACKTREE INVESTMENT PARTNERS
Other panellists to be confirmed shortly – Please visit website for updates
9 March 2010
12.20
13.20
14.10
14.40
15.10
Afternoon Agenda
Lunch break
Panel discussion: Optimal trading - Implementing flexible strategies that adapt to the changing FX environment
Technical versus fundamental analysis
Evaluating strategies: Range, trend and carry
Achieving alpha with active currency management
Preparing for the long-run: Ensuring a flexible strategy
Monica Fan, Senior Currency Product Engineer, STATE STREET GLOBAL ADVISORS
Pierre Lequeux, Chief Investment Officer, Currency Management, FORTIS INVESTMENTS
Thanos Papasavvas, Head of Currency Management, INVESTEC ASSET MANAGEMENT
Presentation: Exploring opportunities in emerging markets
Performance of non-G10 currencies during the global slowdown
Carry trades in emerging markets currency pairs: How have they performed?
Managing FX risk in emerging markets
Anthony Chung, Senior Quantitative Research Analyst, ALLIANCE BERNSTEIN
Afternoon break
Presentation: Adopting a currency overlay strategy
Passive versus active
How has overlay management changed in the past year?
Overlay management tools
Successfully hedging your exposure
Ensuring overlay strategies meet your risk return expectations
Charles Goodman, Head of Institutional Sales, LA COMPAGNIE BENJAMIN DE ROTHSCHILD SA
15.40
Presentation: Building a robust portfolio in today’s market
The role of FX in an investment portfolio
Understanding cross-asset class correlations
Using FX to achieve returns that fit your risk appetite
Patrik Safvenblad, Investment Partner, HARMONIC CAPITAL PARTNERS LLP
16.10
CIO roundtable: Exploring the FX outlook for 2010 and beyond
New strategies for 2010: Applying flexible and opportunistic tools
Looking at the impact and viability of a central clearing house for trade in OTC FX
2009’s unprecedented levels of volatility: What’s in store for 2010?
Felix L. Adam, Chief Executive Officer, ACT CURRENCY PARTNERS AG
Paul Chappell, Chief Investment Officer, C-VIEW
Gareth Fielding, Chief Executive Officer, QUANTUM GLOBAL WEALTH MANAGEMENT AG
Bob Noyen, Chief Investment Officer, RECORD CURRENCY MANAGEMENT
Mikkel Thorup, Founding Partner and Chief Investment Officer, CAPRICORN ASSET MANAGMENT
17.00
Chairperson’s closing remarks
17.10
Drinks reception
fxinvesteurope.com
Speaker sponsor
UBS Investment Bank is one of the world’s leading investment banking and securities firms, providing a full range of products and services.
The firm is a pre-eminent global provider of foreign exchange, precious metals, cash and collateral trading products.
As a leading provider of global FX liquidity we offer innovative services, dedicated relationship management and a comprehensive range of products and
tools across the full front to back value chain. Our business is structured around our clients’ objectives to meet the individual needs of hedge funds, asset
managers, banks, corporates and private clients.
www.ubs.com
How to book:
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Post:
Conference Administration,
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Haymarket House,
28–29 Haymarket,
London, SW1Y 4RX, UK
Post:
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New York,
NY 10271, USA
Hilton Zurich Airport
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CH 8151
Opfikon-Glattbrug
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Cancellation: A refund (less 10% administration fee) will be made if notice of cancellation is received in writing three weeks before the event.
We regret that no refunds can be given after this period. A substitute delegate is always welcome at no extra charge.
Disclaimer: The programme may change due to unforeseen circumstances, and Incisive Media reserves the right to alter the venue and/or speakers.
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fxinvesteurope.com
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fxinvesteurope.com
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Full Price
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hedge funds and pension funds.
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