Organized by

An event by:

November 21st – 22nd, 2011Hotel De La Paix Free entrance upon registration on:Via Cattori, 18 – LUGANO www.LuganoFundForum.ch

PROGRAM

Program – Monday, 21st November(morning session)

Program – Monday, 21st November(afternoon session)

• 9.00-9.05 Opening ceremony

• 9.05-9.30 PAOLA BISSOLI (Saint George Capital Mgmt)

• 9.30-10.30 ANDREW COHEN, Business Manager (Bloomberg)

" Risk & Return: Looking around the corner" (ENG)

• 10.30-11.00 MIKE TURNER, Head of Global Strategy & Asset Allocation (Aberdeen AM)

“Macro-Analysis” (ENG)

• 11.00-11.15 Coffee break

• 11.15-12.15 Meeting with successful entrepreneurs:

- LIRIO PARISOTTO (Top Brazilian investor)

- ERNESTO PREATONI (Real Estate entrepreneur)

- Name to be disclosed

• 12.15-12.45 EMMANUEL HAUPTMANN, Sr. Fund Manager, (Reyl AM)

“Emerging markets inefficiencies and bottom-up opportunities” (ENG)

• 12.45-13.15 JONATHAN STANFORD, Partner and PM (Arkos Capital)

“Convertible Bonds Today” (ITA/ENG)

• 13.15-14.15 Buffet

• 14.15-14.45 CHRISTEL RENDU DE LINT, Head of Fixed Income Team (UBP-Geneva) “Fixed Income - How to navigate in a period of uncertainty and illiquidity” (ENG)

• 14.45-15.45 PANEL – ”Behind the Crisis: Are Emerging Markets Ready for Decoupling?” (ENG) MIKE TURNER (Aberdeen AM); François Savary, CIO (Reyl & CIE); Enrico Camera (Arkos Capital)

• 15.45 -16.15 ANTONIO FOSSETTI (Deloitte)

“Introduzione sulla nuova LICol” (ITA)

• 16.15-16.30 Coffee break

• 16.30 -17.00 SAMUELE LA ROCCA, (ActivTrades)

“The multi-account management offer for independent asset managers” (ITA)

FOREX SECTION

• 17.30-18.00 ANTONIO CARNEVALE (Forex trader)

“La strategia  “barbell” nella gestione di un portafoglio di investimento: come sfruttare la leva e la liquidità del forex” (ITA)

-Sponsored by ActivTrades-

• 18.00-18.30 ERIK SCHAFHAUSER, Vice President Client Trading Services (Saxo Bank)

“Trends in FX and our view of what is to come” (ENG)

• 18.30-20.00 SAXOBAR - PR cocktail sponsored by Saxo Bank

Program – Tuesday, 22nd November(morning session)

Program – Tuesday, 22nd November(afternoon session)

• 9.00-9.30 Opening

• 9.30-10.00 SAMUELE LA ROCCA (ActivTrades)

“The multi-account management offer for independent asset managers” (ITA)

• 10.00—10.30 KENNETH AKINTEWE, Fixed Income PM - Asia Pacific team (Aberdeen AM) “Analysis on Emerging markets: investing in bond in Asia” (ENG)

• 10.30-11.00 LIRIO PARISOTTO (Top Brazilian investor) “Analysis on Emerging markets: LATAM” (ITA)- Sponsored by LUX CAPITAL-

• 11.00-11.15 Coffee break

• 11.15-12.00 EUGENIO NAMOR (Chairman Anthilia Capital Partners SGR)

“Opportunità e sfide per l'industria dell'Asset Management in Italia” (ITA)

-Sponsored by RISKART-

• 12.00-13.15 PANEL – “Impact of new regulations (LICol., Fatca …) on Asset Management in Switzerland” (ITA)Marianne Volontè (Law&Finance); Antonio Fossetti (Deloitte), Matthaeus Den Otter (Swiss Fund Association), Gianluca Tadiello (Amicorp Fund Services)

• 13.15-14.15 Buffet

COMMODITY SECTION• 14.15-14.45 ANDREA GENTILINI, PM fund precious metals

(UBP)“Analysis on gold and other precious metals” (ITA)

• 14.45-15.15 MATHIEU VINSON, Head of Distribution Romandie & Ticino (iShares)“Investing in Commodity Producers made Easy – Agribusiness / Oil & Gas / Gold” (ENG)

• 15.15-15.30 Coffee break

• 15.30-16.00 MAURIZIO MAZZIERO (Independent commodity analyst) “Analysis on crude oil, natural gas, industrial metals” (ITA)

• 16.00-17.00 PANEL – “Risk and opportunities in investing in commodities”M. Mazziero; A. Gentilini (UBP); Angelo Ciavarella (ActivTrades)

• 17.30-18.00 End of works

N.B.: This program is a draft only. Schedule, speakers and topics are subject to changes. In order to be updated on eventual amendments, please register yourself on www.LuganoFundForum.ch or visit the website at the “Seminars&Panels” section.

Espositori & Sponsor

Media Partner

Organized by

“The  Lantern” Research  SaglCorso Elvezia, 106900 – Lugano (CH)

Contact:Riccardo Esposito (CEO)Tel. +41 (0)91 224 72 50email: events@LanternResearch.comwebsite: www.LanternResearch.com

November 21st - 22nd

Hotel De La PaixVia Cattori, 18 - LUGANO