- Post Retirement Investment Strategies, Grassano Pietro
- Evolution Trends In Funds Industry, Megliani Licia
- Asset allocation revisited in a post-crisis world, Phillipson Daniel, CFA
- Investing in the aftermath of the Credit Crunch,
Handjinicolaou George, Ph.D.
- Active Asset Management with ETFs, Klein Simon
- Liquidity Strategies - Corporate Treasury Investments in a highly risky environment, Tammaro Silva, Patricia
Topic: Post Retirement Investment Strategies
Speaker: Grassano Pietro
Following the developments of the Credit Crisis, today the 1 million dollars question for the years to come seems to be: inflation or deflation?
Whilst the atmosphere seems to proceed towards positivity, we have to continuously redefine the best way to combine expectations of risk and returns.
Through the analysis of the specific Italian experience, and some probabilistic simulations, this presentation tries to focus on the post retirement investment strategies for High Net Worth Individuals, given the specific set of targets and constraints they face today.
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Topic: Evolution Trends In Funds Industry
Speaker: Megliani Licia
MIFID rules and the recent market crisis have radically changed the Fund Industry appearance and structure.
The international scenario appears to be driven mainly by a strong focus on transparency, funds monitoring and investments reporting.
Risk reduction has become one of the main targets for the financial sector.
In this environment, risks do not come only from investments issues but also from the operational ones that have a heavy impact on cost efficiency structures.
We're facing a deep change in product range offers and selling propositions, being the business more and more focused on Advisory Services.
This evolution process is still developing and adapting on different needs, depending on specific Client targets.
Financial Services Distribution has to show its maximum effort in finding and offering not only the best performing products but also the best solutions to prevent or at least to reduce exposure to eventual future market crisis.
A joint effort is requested to Fund Providers, Intermediaries and Distributors to give the funds industry new energy - after being so badly perceived and promoted during last years - thanks to the high intrinsic value that Mutual Funds still maintain as one of the most efficient investment products.
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Topic: Asset allocation revisited in a post-crisis world
Speaker: Daniel Phillipson, CFA
Many investors are questioning the ongoing effectiveness of traditional asset allocation methods, particularly whether asset class diversification is an effective risk diversifier. We will discuss forward-looking approaches to risk allocation in order to help investors along the bumpy road to the new destination.
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Topic: Regulation and Investments in the New Era
Speaker: George Handjinicolaou, Ph.D.
Two years almost after the credit crunch, capital markets move into a new framework of regulation and business.
What does it mean and what are the challenges for the new architecture of the financial system and the regulators worldwide?
What is the impact on the European and the Greek capital market?
What are the positions of the Hellenic Market Commission in the new era?
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Topic: Active Asset Management with ETFs
Speaker: Simon Klein
- The next level of ETF structuring
- Strategic and tactical Asset Allocation with ETFs
- Core Satellite Strategies
- Different ways to hedge portfolios with ETFs (shorting vs short ETFs)
- ETFs vs Futures
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Topic: Liquidity Strategies - Corporate Treasury Investments in a highly risky environment
Speaker: Tammaro Silva, Patricia
Money Market funds have played an important role in the recent financial crisis, hence a detailed look into the development of the money market fund business is worthwhile. Particular focus should be paid to the evolution of the liquidity business in the US and Europe. What types of money market funds were in the market before the Summer of 2007 and what happened afterwards? The money market funds have evolved to weather the credit crisis, the investors have changed their investment behavior and the industry is moving on to a more regulated environment. What's next? A closer look into the Money Market Funds in Europe.
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