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Endowments And Asset Management in Germany - Panel In Frankfurt

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Open discussion: Endowments And Asset Management in Germany - input, ideas and suggestions are always welcome! Panel discussion (participants are foundation representatives and Markus Hill, moderated by the leading magazine DIE STIFTUNG in Germany) on topic "Foundations and Asset Management in Germany" (interest rates, assets, creative solutions for endowments to survive), Germany on 3 July 2013 On establishing many foundations in Germany banks are advising it. Currently they are facing great problems in identifying attractive investment opportunities in the low interest rate. It is interesting to acquire information how foundations from foreign countries deal with this crisis, since the purpose of the foundation must be a secure long term guarantee. The following questions could be an example to stress the points on a panel with a professional commentary: 1) Currently which investment alternatives are there for foundations ? 2) What role do banks abroad play concerning foundations? 3) What is the values of an external consultants for foundations? 4) What role can independent asset managers play? 5) Does foreign foundations conduct professionally than the German foreign foundations in asset management? 6) What creative possibilities are there in fundraising in the long term to fulfill the purpose of the foundation? 7 Is international know-how networks functioning (exchange of ideas) in which small and medium-sized foundations can also benefit? Many of the questions asked above is familiar to me in German speaking Europe. Nonetheless it is stimulating to know how German foundations can improve their angle from foreign foundations.

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Page 1: Endowments And Asset Management in Germany - Panel In Frankfurt

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Open discussion: Endowments And Asset Management in Germany - input, ideas and

suggestions are always welcome!

Panel discussion (participants are foundation representatives and Markus Hill, moderated by

the leading magazine DIE STIFTUNG in Germany) on topic "Foundations and Asset

Management in Germany" (interest rates, assets, creative solutions for endowments to

survive), Germany on 3 July 2013

On establishing many foundations in Germany banks are advising it. Currently they are facing great

problems in identifying attractive investment opportunities in the low interest rate. It is interesting

to acquire information how foundations from foreign countries deal with this crisis, since the

purpose of the foundation must be a secure long term guarantee. The following questions could be

an example to stress the points on a panel with a professional commentary:

1) Currently which investment alternatives are there for foundations ?

2) What role do banks abroad play concerning foundations?

3) What is the values of an external consultants for foundations?

4) What role can independent asset managers play?

5) Does foreign foundations conduct professionally than the German foreign foundations in asset

management?

6) What creative possibilities are there in fundraising in the long term to fulfill the purpose of the

foundation?

7 Is international know-how networks functioning (exchange of ideas) in which small and medium-

sized foundations can also benefit?

Many of the questions asked above is familiar to me in German speaking Europe. Nonetheless it is

stimulating to know how German foundations can improve their angle from foreign foundations.

Additional information (asset management, endowments, family offices etc.)

Events and asset management:

InterviewIPEInstitutionalInvestmentMarkusHillMonaco

Page 2: Endowments And Asset Management in Germany - Panel In Frankfurt

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Events, networking and Frankfurt, Germany:

FrankfurtAssetManagementNetworkingFinancialIndustry

For additional information about the event mentioned above visit the following link (GERMAN):

FrankfurtGermanyFUNDSEXCELLENCE

Paneldiskussion: „Stiftungen: Im Spannungsfeld zwischen Niedrigzins und Zweckerfüllung“

Panelteilnehmer:

Moderation - Tobias Karow, Verlagsleiter von „Die Stiftung“

Markus Hill, unabhängiger Asset Management Consultant

Reinhold Kube, Vorsitzender des Vorstands der Fasel-Stiftung

Dr. Claudia Klümpen-Neusel, RA/StB PricewaterhouseCoopers AG

Wirtschaftsprüfungsgesellschaft

Kathrin Hartkopf, Leitung Plan Stiftungszentrum

Feedback, additional thoughts, experience or any kind of dialogue on such context is most welcome; please

contact [email protected] or Mary Daute (Asst. Manager). Phone: + 49 17 66 33 66 094

Markus Hill

Markus Hill (MSc in Economics) is an independent asset management consultant based in Frankfurt, Germany

Professional experience includes SEB Bank and Credit Suisse Asset Management. In addition, he worked as head of

sales and PR for a German fund boutique. Since 2005 he specialized in the management of mandates, sales, marketing,

and PR (consulting, "introducing"). Markus is also involved in selecting themes in the specialist areas of target funds

with a multi-management aspect, fund boutiques and mutual funds for institutional investors (product scouting, fund

selection). Furthermore he is actively engaged in cooperation with the market-leading Private Label Funds/Master KAG

in Germany (Universal-Investment) promoting the idea of independent asset management and was the Co-Initiator of

the first all-German Consultant survey in 2005 and the first "UCITS-survey" in 2003. Market entry into Germany,

behavior of fund selectors and fund providers in German asset management industry are often discussed by him, e.g. in

his asset-management-publication MH-Focus. Through many articles, columns and presentations (national and

international) he has become a highly recognized expert in the German asset management industry. "Industry

multiplier" is a term often used by journalists and clients to describe his style and personality. (Markus Hill/ MH

Services assigned in the role of Media Partner for: UCITS Alternatives Conference in Zürich, September 2011)

Markus Hill MH Services

email: [email protected]

website: www.markus-hill.com

phone: 0049 (0) 69 280 714 mobile: 0049 (0) 163 4616 179

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