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For Qualified Investors and Financial Professionals Only Organized by dŚĞŵĞĞƟŶŐƉŽŝŶƚĨŽƌ^ǁŝƐƐĂŶĚ/ƚĂůŝĂŶƐƐĞƚDĂŶĂŐĞŵĞŶƚ &ŽƌƋƵĂůŝĨŝĞĚŝŶǀĞƐƚŽƌƐĂŶĚĨŝŶĂŶĐŝĂůƉƌŽĨĞƐƐŝŽŶĂůƐŽŶůLJ SPECIAL GUEST SPEAKER: JEAN-CLAUDE TRICHET PROJECT NOVEMBER 24th - 25th PALAZZO DEI CONGRESSI - LUGANO A Company of the Austrian Raiffeisen Banking Group Pioneers in Emerging Markets Equities since 1994 Great changes are taking place in Ticino, the third most important financial center in Switzerland and the one with the greatest potential for further development. Bank secrecy is giving way to transparency while financial professionals are concentrating on their clients’ needs. The best thing for Lugano and Ticino is certainly not to block this process of transition, which some are trying to do, but to promote change, progress and competition. Several companies and funds have already set up new offices here, and this has the result of increasing the availability of a whole range of ancillary services, such as legal and compliance offices, data “The Lantern” Research providers, security, accountancy and auditing, software (www.LanternResearch.com) is a fast- solutions for middle and back office and so forth. growing international network founded in 2009, with a database of In this connection, the role of the Lugano Fund Forum (LFF) is 120,000+ finance professionals to support this radical change. Indeed, the event is a unique (Financial Analysts, Economists, platform for players to present their products and services. In Portfolio Managers, Corporate Finance a particularly rich environment participants can meet other Advisors, Private Equity, Research high-level professionals that can help them coordinate and Boutiques, Commodity Traders …) from develop their own business. The LFF is an example of how all over the world. The network’s aim is Ticino is making progress. In only three years, starting to support its professionals’ activities and to increase their visibility in the practically from nothing, the LFF has become an important international financial community. event in the agenda of investors and those working in Wealth “The Lantern” Research has rapidly Management, with speakers who are famous throughout the achieved leadership in the organization world: Marc Faber (2012), Nouriel Roubini (2013) and this of events in the financial and year Jean-Claude Trichet (former ECB President) and commodity sector in the Canton of Dominick Salvatore (IMF advisor). The importance and Ticino and Milan area and through its significance of the Lugano Fund Forum is also shown by the network of partners, can organize fact that it has become a really unique opportunity for road-shows, 1-on-1 meetings, fairs, meeting professionals from Zurich and Milan, two great presentations, seminars and courses in financial centers that usually do not have much contact with Geneva, Zurich, Paris, Montecarlo, Munich, Frankfurt, London and New each other and consequently have not developed much York, as well. synergy between them, at least up until the present time. “The Lantern” Research is also the That is the challenge that LFF has to meet. promoter of: I wish all of you a pleasant and rewarding experience in the hope that you may take benefit from this event, increase your visibility and develop new business relationships … Welcome to LFF 2014! Riccardo Esposito CEO & Founder at “The Lantern” Research SA Promoter of the Lugano Fund Forum 3 Summary Welcome from Riccardo Esposito, Promoter of LFF ……………….……….….......................................... 3 Welcome from Ticino Authorities by Franco Citterio ……………..……………………………………............... 8 Welcome to Lugano Fund Forum by Jean-Claude Trichet ………………………………………….……….……. 12 Welcome to Lugano Fund Forum by Dominick Salvatore .……………………………………….…………….…. 14 Program …………………………………………………………………………………………………………………………………… 17 Speakers ……………………………………………………………………………………………………………………….…………… 30 Lugano Fund Forum Exhibition Map …………………………………………………………………………………….………. 47 Company Profiles: - "The Lantern" Research ……………………………………………………………………………….. 54 - 1741 Asset Management ……………………………………………………………………………… 56 - Aberdeen …………………………………………………………………………………………………….. 58 - ActivTrades ………………………………………………………………………………………………….. 60 - AllX Broker ………………………………………………………………………………………………….. 62 - Alpha Value Management …………………………………………………………………….………… 64 - Aviva Investors ..…………..………………………………………….…………………………………… 66 - Banca IMI ……………………………….……….………………………………………….………………… 68 - Banca Zarattini ……………………………………………………………………………………………… 70 - Banor Capital ……………………….………………………………………………………………….….… 72 - BlackRock ………………………………………………………………………..………………………….… 74 - Bloomberg .………..………………………………………………………………………………………… 76 - BNP Paribas Securities Services .………………………………………………………………….… 78 - Bonn Steichen & Partners …..…….………………………………………………………..………… 80 - Boost ETP ……………………………………………………………………………………………………... 82 - Candriam ………………………………………………………………………………………………………. 84 - Capital Strategies .................……................................................................…….... 86 - Carmignac Gestion . …………….…………………………………………………………………..….… 88 - Casa4Funds ………..……………………….…………………………………………………………..…… 90 - CEE Stock Exchange Group …………………………………….……………………………………… 92 - City Fund Management ……………………………………………………………………………..… 94 - CornerTrader …………………………………………………………………………………………….….. 96 - Credit Suisse ………………………………………………………………………………………..….….… 98 - Dalma Capital ..………………………………………..……………………………………………………. 100 - Diaman Sicav …………………………………………………………………..…………………………… 4 102 Our 5-star funds for gourmet investors. 5he Europe-wide performance evaluator Morningstar awards its 5-star top ranking* to those funds that are the best performers in their peer group during the period under review. Here are our shining 5-star funds: Fund Name Securities no. UBS European Opportunity Equity Fund 595736 UBS European Opportunity Unconstrained Equity Fund 14543379 All awarded funds: www.ubs.com/fundawards-ch ab TUBSTUPQ¾CFTUBTPG+VMZ PGBOBMZ[FEGVOETGSPNUIFQFFSHSPVQTUBSTOFYUTUBSTNJEEMFTUBSTOFYUTUBSŗPQ¾CPUUPN For marketing and information purposes by UBS. UBS funds under Luxembourg law. UBS (Lux) Equity Fund - European Opportunity (EUR) P-acc, UBS (Lux) Equity SICAV - European Opportunity Unconstrained (EUR) P-acc. Representative in Switzerland for UBS funds established under foreign law: UBS Fund Management (Switzerland) A(, P.O. Box, C)- Basel. Paying agent: UBS A(. Prospectuses, simpliŖed prospectuses or ,ey investor information, the articles of association or the management regulations as well as annual and semi-annual reports of UBS funds are available free of charge from UBS AG, P.O. Box, CH-4002 Basel or from UBS Fund Management (Switzerland) AG, P.O. Box, CH-4002 Basel. Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all Kurisdictions or to certain categories of investors and may not ošered, sold or delivered in the United States. 5he information mentioned herein is not intended to be construed as a solicitation or an ošer to buy or sell any securities or related Ŗnancial instruments. Past performance is not a reliable indicator of future results. 5he performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a Ŗnancial product or Ŗnancial service is dišerent from your reference currency, the return can increase or decrease as a result of currency ŗuctuations. 5his information pays no regard to the speciŖc or future investment obKectives, Ŗnancial or tax situation or particular needs of any speciŖc recipient. 5he details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipientÁs personal use and information purposes only. 5his document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. 5his document contains statements that constitute Ãforward-looking statementsÄ, including, but not limited to, statements relating to our future business development. While these forwardlooking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to dišer materially from our expectations. Source for all data and charts (if not indicated otherwise): UBS Global Asset Management h UBS 204. 5he key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. Ins_UBS_5StarFunds_A5_EN.indd 1 14.11.2014 17:55:29 - Directa .……………………………….……….………………………………………………………..…………… 104 - Dukascopy Bank …………..…………………………………………………………………………..….……… 106 - ETF Securities .….……………..……………………………………………………………………..…..……… 108 - Factset ……………………………………………………………..…………………………….……...……… 110 - FIDA - Finanza Dati Analisi ……….………………………………………………………………………….. 112 - Finimmo ………………………………………………………………………………………………………………. 114 - Finlabo ………….…………………………….……….……………………………………………………………… 116 - GAM ………………………………………………………………………………………………………………… 118 - Gamma Capital Markets …………………………………………………………………………………… 120 - IG ……………………………..……………………….………………………………………………………..…… 122 - ING Investment Management ……………………………………………………………………………… 124 - LaMiaFinanza.ch …………………………………………....…………………………………………………... 126 - Lapis Asset Management ……………..………………………………………….……………………………. 128 - Lombard Odier Investment Managers …..…………..………………………………………….…… 130 - M&G Investments
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