SESSIONS 6 - 8 June 2016 Intercontinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

Late Registration and Earlybird Networking and Opening Grand Plenary: Chairman’s Welcome Technology Trends & Talent Hub 1 - UK Special Focus Insight Stages INNOVATE FINANCE 09:15 - 09:25 08:00 - 09:15 Main agenda 10:40 - 11:10 Main agenda Technology Trends & Talent Hub Delivering the outcomes our end customers need for their long-term financial security Hear & meet four talented innovators discuss the Intermediary Investors Invitation Only APFI benefits of their innovations for investment Participants management. Summit - The Digital Future of Fund Selection Tom Brown, Chair, KPMG 08:15 - 09:00 Participants Networking - By Invitation Only Lawrence Wintermeyer, Moderated by, INNOVATE Participants Out-of-Industry Keynote 2016: Do You Know FINANCE The Customer Of The Future, How To Engage Jon 'JB' Beckett, Panellists, GEMINI INVESTMENT James Stickland, Asset management technology, RED With Them & What Investment Products Asset MANAGEMENT DEER SYSTEMS They Will Want To Buy? Jauri Häkkä, WIDHABY ADVISORS Yan Gloukhovski, Information exchange platform, 09:25 - 10:00 ZEROFLOWS Mussie Kidane CFA, BANQUE PICTET & CIE Main agenda Leo Gasteen, Bridging the data gap between investors Roland J Meerdter, PROPINQUITY The Former Chief Scientist Of Amazon & Expert On Big and managers , EDGFOLIO Data and The Future Impact of Machine Learning On Charles Pardue, Connect financial data!, PROPHIS Our World TECHNOLOGIES Asset Manager & CEO and CIOs Invitation Only Exclusive Breakfast With The Former Chief Participants Science Officer Of mazA on Andreas Weigend , Former Chief Science Officer, Investment Trends & Talent Hub - Goes 08:15 - 09:00 AMAZON; Director, SOCIAL DATA LAB and Lecturer, Experiential! Meet Frontier Markets Networking - By Invitation Only UNIVERSITY OF BERKELEY Entrepreneurs Live From Five Continents

Participants 10:40 - 11:10 Investment Trends & Talent Hub Andreas Weigend , Former Chief Science Officer, The Vision Of The Major Distributors 2020 AMAZON; Director, SOCIAL DATA LAB and Lecturer, 10:00 - 10:30 A live-link up with direct investors from five key UNIVERSITY OF BERKELEY Main agenda emerging & frontier markets: New ways of investing and accessing global talent 10.00-10.10 How major intermediaries are preparing Technology Trends & Talent Hub - for 2020: an infographic survey in ten pictures Participants Cybersecurity & New Uses of Predictive Baldwin Berges, B-D INSIDER Intelligence in Counter-Terrorism Key decision makers from major retail & wealth distributors around the world on how they intend to 08:30 - 09:00 deliver the right solutions to the end client - and still Technology Trends & Talent Hub have a successful business: responding to digital Investor Insight Hub - From Today’s APFI disruption, index-huggers, mega-funds, boutiques and Investor Only Summit: The Digitalisation of Participants the move to open architecture in the new environment Fund Selection Jamie Woodruff, Certified Ethical Hacker 10.10-10.30 Leaders Feedback: Discussion with top 10:40 - 11:10 distribution partners representing millions of retail Investor Insight Hub customers around the world Investment Trends And Talent Hub Goes Participants

Experential! - Wisdom Of The Crowd Investing Participants Mussie Kidane CFA, BANQUE PICTET & CIE

08:30 - 09:00 Albert Reiter, Presentation, E-FUNDRESEARCH.COM Roland J Meerdter, PROPINQUITY Investor Insight Hub DATA GmbH & InvestRFP Jauri Häkkä, WIDHABY ADVISORS Experiential! A live experiment in crowd sourced Emma Walden, Moderator, FUNDFORUM LIVE investment strategy.The research shows that people Björn Jesch, Panellists, UNION INVESTMENT working together to forecast outcomes in thefuture PRIVATFONDS GMBH Investment Strategy Forum - Welcome produce far more accurate results than experts. Find out if this is truein our new experiential programme Michael O'Sullivan, CREDIT SUISSE 11:15 - 11:20 Investment Strategy Forum Participants Jaime Martínez, CFA, BBVA ASSET MANAGEMENT

Mike Halsall, SINGULARITY UNIVERSITY Morning Coffee and Networking and Special Focus Stages Welcome To The FundForum 2016 10:30 - 11:15 09:10 - 09:15 Main agenda Main agenda

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

Global Distribution Day - Chairman's Welcome What Will The Distribution Winners Look Like Preparing For The Distribution Landscape In 2020? New ThoughtLeadership 2016-2020 11:15 - 11:20 Business Leaders Forum 11:20 - 11:45 11:45 - 12:25 Business Leaders Forum Business Leaders Forum Exploring New Business Models For Asset Managers & Intermediary Investors What the winning individual-focussed investment Who will be best placed to win the battle to manage management business of the future will look like: end customer portfolios across different markets Participants Moving from generic product-push to personalised –and why? Banks, wealth managers , IFAs, direct robo/ Christian Staub, Chair, BLACKROCK customer-pull strategies platforms, life companies or tied agents? Participants Participants

FutureFinance Forum - Chairman's Welcome Ben Phillips, CASEY QUIRK Nils Bolmstrand, Moderator, NORDEA LIFE AND and Investment Management ThoughtLeaders PENSIONS Scene Setting Guendalina Bolis, Panellists, INVERSIS GESTION FutureFinance Keynote: Responding To 11:15 - 11:20 Disruption Stéphane Pouchoulin, FUNDQUEST FutureFinance Forum Richard Lepère, FUND CHANNEL 11:20 - 12:10 Introducingthe first set of leading investment FutureFinance Forum Mark Cipollina, STANDARD CHARTERED BANK management thoughtleaders who will be commentingthroughout the FutureFinance Forum on 11.20 - 11.40 New ThoughtLeadership: Defining Silvia Bocchiotti, AMUNDI ASSET MANAGEMENT the implications of new trends on thefuture business disruption in financial services: if only 10% of financial services have been disrupted what does the future Participants look like? Reliable Returns In A Low Yield Environment

Alex Birkin, Chair, EY 11.40 - 12.10 Panel discussion: How to respond to 11:50 - 12:25 Furio Pietribiasi, MEDIOLANUM ASSET MANAGEMENT these tectonic shifts impacting asset management: Investment Strategy Forum how do leading institutions inside and outside Martin Gilbert, Investment Management investment management organise to understand and 11.50 - 11.55 Global Savers’ Behavioural Briefing: How ThoughtLeaders, ABERDEEN ASSET MANAGEMENT embrace trends in technology, customers and product does the saver on the street deal with volatility? innovation that may only be in their infancy: setting the 11.55 - 12.25 Panel Discussion: How can we protect key questions for the next three days investors from shocks that deter them from Investment Shock Waves 2016 Participants participating In the market? 11:20 - 11:50 Investment Strategy Forum Samantha Ghiotti, New ThoughtLeadership, Participants ANTHEMIS GROUP Craig Phillips, Global Savers' Behavioural Briefing, 11.20 - 11.30 Global Macro Scene Setting: The biggest COREDATA RESEARCH risks in the global economy not yet priced in the Sven Korschinowski, Moderator, KPMG GERMANY market Nuala Walsh, Panellists, STANDARD LIFE Amin Rajan, Moderator, CREATE RESEARCH INVESTMENTS 11.30 - 11.50 Panel discussion Pia Hagen, Panellists, NAVIGERA Matthias Niklowitz, e-foresight (Swisscom think tank) Saker Nusseibeh, HERMES INVESTMENT Participants Samantha Ghiotti, ANTHEMIS GROUP MANAGEMENT Dr Michael Hasenstab, PH.D., Global Macro Scene Matthias Knecht, FUNDING CIRCLE CE Pascal Blanqué, AMUNDI ASSET MANAGEMENT Setting, TEMPLETON GLOBAL MACRO, FRANKLIN TEMPLETON INVESTMENTS Lorna Martyn, FIDELITY INVESTMENTS Andy Brown, PRUDENTIAL PORTFOLIO MANAGEMENT GROUP Megan Greene, Moderator, MANULIFE ASSET MANAGEMENT Stuart Mathieson, BABSON CAPITAL MANAGEMENT

Margaret Harwood-Jones, Panellists, STANDARD CHARTERED

Alexander Iniechen, CAIA ASSOCIATION

Wei Li, CFA, BLACKROCK

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

Security And The Future Of Intelligence Winning Third-Party Product Partnerships Technology Trends & Talent Hub 2 - BERLIN Keynote 2016 12:25 - 13:00 13:25 - 13:50 12:10 - 12:50 Business Leaders Forum Technology Trends & Talent Hub FutureFinance Forum New partnerships between distributor and investment Hear & meet four talented innovators discuss the 12.10 - 12.30 Security of the State Keynote 2016: From manager to create better outcomes for end clients: benefits of their innovations for investment the former Director of GCHQ & Global Expert on Data, bespoke product structures and wrappers management. Counter-Terrorism and the Security of the State 12.25 - 12.30 New research briefing Participants 12.30 -12.50 Discussion 12.30 - 13.00 Panel discussion Susanne Krehl, Host, GERMAN STARTUPS Participants ASSOCIATION Participants Erik Podzuweit, Digital Investment Manager, Professor Sir David Omand, Security of the State SCALABLE CAPITAL Keynote, Commissioner, GLOBAL COMMISSION ON Mr Nigel Birch, NewResearch Briefing & Moderation, SPENCE JOHNSON INTERNET GOVERNANCE & Visiting Professor in the Thomas Bloch, Robo Advice Platform, VAAMO Department of War Studies, KING’S COLLEGE, London Mussie Kidane CFA, Panellists, BANQUE PICTET & CIE Dr Dominik Steinkühler, Global Lending Platform, & Former Director of GCHQ Enrique Pardo Fernandez, ALLFUNDS BANK LENDICO Troels Oerting, Moderator, BARCLAYS Bernard Aybran, INVESCO Joachim Wimmers, Early Warning System for Markets, Ronan McGuiness, Panellists, PINEBRIDGE YUKKA LAB INVESTMENTS Chris Ralph, ST JAMES'S PLACE

Professor Sir David Omand, Commissioner, GLOBAL Antoinette Valraud, GENERALI INVESTMENTS COMMISSION ON INTERNET GOVERNANCE & Visiting Investment Trends & Talent Hub - Informal Professor in the Department of War Studies, KING’S Boutique Fund Showcase With Live Investor COLLEGE, London & Former Director of GCHQ Investment Management ThoughtLeaders Feedback: Six Funds Talk Best New Ideas Feedback & Open Q&A 13:25 - 13:55 12:50 - 13:00 Investment Trends & Talent Hub Outcome Orientated Investing FutureFinance Forum Participants 12:25 - 13:00 Participants Investment Strategy Forum Antony John, Moderator, ILEX ASSOCIATES Martin Gilbert, Investment Management Adam Choppin, Commentator, FIS GROUP A global review of current best practice in combining ThoughtLeaders, ABERDEEN ASSET MANAGEMENT income generation and decumulation aspects in new Ole Rollag, Commentator, MURANO SYSTEMS product solutions Furio Pietribiasi, MEDIOLANUM ASSET MANAGEMENT

VIP & Priority Access: Meet The Keynote - Lunch and Networking Sessions and Special Participants Machine Learning And Asset Management Focus Stages Q&A Amin Rajan, Moderator, CREATE RESEARCH 13:00 - 14:30 13:30 - 14:00 Stephen Jones, Panellists, KAMES CAPITAL Main agenda Main agenda John O’Toole, PIONEER INVESTMENTS Anticipating the pros and cons of how machine Wayne Bowers, NORTHERN TRUST GLOBAL Investor Insight Hub - Which Selectors Make learning will impact investment management: from INVESTMENTS The Most Effective Fund-Selections? new data strategy to customer- centricity and investment insight to several key vulnerabilities. An Clémence Dachicourt, INVESTMENT MANAGEMENT 13:20 - 13:50 exclusive master session with today’s keynote. GROUP, MORNINGSTAR Investor Insight Hub David Vickers, RUSSELL INVESTMENTS Participants Strategies for under-represented cross-border firms and boutiques Andreas Weigend , Former Chief Science Officer, AMAZON; Director, SOCIAL DATA LAB and Lecturer, Participants UNIVERSITY OF BERKELEY Bella Caridade-Ferreira, FUNDSCAPE

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

Technology Trends & Talent Hub 2 - BERLIN Chair Investment Strategy Forum Blockchain & Transparency Keynote

13:30 - 14:00 14:30 - 14:30 14:30 - 15:45 Main agenda Investment Strategy Forum FutureFinance Forum

Hear & meet four talented innovators discuss the Participants 14.30 - 14.55 New Research: Sharing ledgers for benefits of their innovations for investment sharing economies: what are the most impactful Jon 'JB' Beckett, Chair, GEMINI INVESTMENT management. Catch them again in one of our blockchain uses throughout the wider economy from MANAGEMENT focussed Technology Trend sessions where we focus public sector to financial services on three key areas: fintech innovations for improving investment; fintech innovations for improving risk, 14.55 - 15.25 Discussion: What is the most useful transparency and compliance and thirdly fintech Factor Investing & Smart Beta application that can help to drive the next era of asset management? innovation for improving B2C end investor 14:30 - 15:10 engagement and decision making Investment Strategy Forum 15.25 - 15.45 Investment Management ThoughtLeaders Feedback & Open Q&A Participants How can we ensure that smart beta products do not risk misleading investors? Comparing different Susanne Krehl, Host, GERMAN STARTUPS approaches to applying factor & smart beta ASSOCIATION Participants Erik Podzuweit, Digital Investment Manager, Participants SCALABLE CAPITAL Michael Mainelli, New Research, Z/YEN Jon 'JB' Beckett, Moderator, GEMINI INVESTMENT Thomas Bloch, Robo Advice Platform, VAAMO MANAGEMENT Dieter-Thilo Fischer, Moderator, EURO ADVISOR SERVICES Joachim Wimmers, Early Warning System for Markets, Joop Huij PHD, Panellists, ROBECO YUKKA LAB Ann Doherty, Panellists, JP MORGAN Clive Hale, FUNDCALIBRE & ALBERMARLE STREET Dr Dominik Steinkühler, Global Lending Platform, PARTNERS Akbar Sheriff, STATE STREET CORPORATION LENDICO Bruno Monnier, OSSIAM Stephen Bayly, HSBC SECURITIES SERVICES AND MARKETS OPERATIONS

Investor Insight Hub - Next Generation Fund Philippe Denis, BNP PARIBAS SECURITIES SERVICES Trends In Fund Selector Decision Making Selection & The Disintermediation Of Value Furio Pietribiasi, Investment Management Chain 14:30 - 15:10 ThoughtLeaders, MEDIOLANUM ASSET Business Leaders Forum MANAGEMENT 13:55 - 14:25 Investor Insight Hub From mega funds to boutiques and ETFs, what is the Martin Gilbert, ABERDEEN ASSET MANAGEMENT latest hard/soft factor analysis on fund selector Participants attitudes impacting decision making Philip Kalus, Moderator, ACCELERANDO ASSOCIATES The Rise Of Absolute Return Investing Participants Slim Feriani, Panellists, GULF CENTRAL AGENCY 15:10 - 15:45 (GCA) WEALTH & ASSET MANAGEMENT Shiv Taneja, Introduction & Moderator, Investment Strategy Forum MARKETMETRICS Tom Caddick, SANTANDER ASSET MANAGEMENT Addressing the shortage of supply of effective Andrew Summers, Panellists, INVESTEC WEALTH products: unconstrained fixed income, infrastructure, Salvatore Cordaro, TAGES CAPITAL MANAGEMENT property & hedge funds in maintaining a portfolio in Tina Byles Williams, FIS GROUP Matthias Weber, IFUND volatile times Stephane Corsaletti, A.A.ADVISORS Richard Philbin, HARWOOD WEALTH Participants Juan Luis Garcia Alejo, ANDBANK Amin Rajan, Moderator, CREATE RESEARCH Investment Trends & Talent Hub - Too Hot To Christian Hyldahl, Panellists, NORDEA ASSET Handle: CLINTON Vs TRUMP & The Wisdom Of MANAGEMENT The Crowd Sonja Uys FIA, INSIGHT INVESTMENT 14:00 - 14:25 Investment Trends & Talent Hub Philip Watson, CITI PRIVATE BANK Amy Bensted, PREQIN Who will win the US General Election and was the 19th Century Economist Alexis De Tocqueville correct about Peter Vincent, FRANKLIN TEMPLETON INVESTMENTS the American “tyranny of the majority”? Björn Siegismund, LARANSA PRIVATE WEALTH Participants MANAGEMENT GmbH

John Hulsman, U.S. COUNCIL ON FOREIGN RELATIONS

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

Seed Investment, Building Scale & Managing Meet The Investor High Tables Global UCITS Distribution Capacity 15:50 - 16:20 16:30 - 17:20 15:10 - 15:45 Investor Insight Hub Business Leaders Forum Business Leaders Forum 10 intermediary investors host informal hightables to Update on the latest strategies for expanding UCITS New ways of establishing scale in new or existing discuss their strategies. Move freely between the distribution worldwide products with platforms, buyers and providers tables. Participants Participants Participants Ed Moisson, Moderator, IGNITES EUROPE, FINANCIAL Tom Caddick, Introduced and Moderator, SANTANDER Carsten Mumm, German Language High Table, TIMES ASSET MANAGEMENT DONNER REUSCHEL PRIVATE BANK Richard Garland, Panellists, INVESTEC ASSET Borja Largo, Panellists, ALLFUNDS BANK MANAGEMENT Mr Toby Vaughan CFA, SANTANDER ASSET Technology Trends & Talent Hub 3 - Chris Edge, HSBC SECURITIES SERVICES MANAGEMENT STARTUPBOOTCAMP Peter Preisler, T. ROWE PRICE Richard Royds, BLACKROCK 15:50 - 16:20 Matt Oomen, BNY MELLON ASSET MANAGEMENT Technology Trends & Talent Hub Chair's Introduction to Investment Daniel Page, KPMG IRELAND Hear & meet four talented innovators discuss the Management ThoughtLeaders benefits of their innovations for investment management. 16:30 - 16:35 FutureFinance Forum Afternoon Coffee and Networking Sessions Participants and Special Focus Stages Introducing the next set of Investment Management Elizabeth Lumley, Host, STARTUPBOOTCAMP ThoughtLeaders known for their insight into how 15:45 - 16:30 future finance is shaping the next generation of Main agenda Thomas Beevers, Crowdsourced Equity Research, investment management, they will share their views STOCKVIEWS LTD after each set of discussions on Technologies To Drive Gareth Lewis, Institution-Driven Private Markets, DELIO Participation & Trust In Investment Management Investment Trends & Talent Hub - The RFP Process Re-engineered and The Implications Ido Pickel, Empowers Fixed Income Managers, for Fund Selection BONDIT Lazar Radenovic, Democratises Investor Relations Participants 15:45 - 16:15 Technology, OBSIDIAN SOLUTIONS Investment Trends & Talent Hub Amin Rajan, Chair, CREATE RESEARCH Participants

Albert Reiter, Moderator, E-FUNDRESEARCH.COM Spotlight German Institutional Investor Chair Investment Strategy Forum DATA GmbH & InvestRFP Strategy 16:30 - 16:30 Jon 'JB' Beckett, Panellists, GEMINI INVESTMENT 16:30 - 17:00 Investment Strategy Forum MANAGEMENT Investment Strategy Forum Participants Bruno Guy-Waiser, AXA INVESTMENT MANAGERS German institutional investors: how they are thinking Allan Polack, Chair, PFA, DENMARK about matching supply and demand Don Gerritsen, UNPRI

Iain McAra, CFA INSTITUTE

Participants

An Audience With The Former Director of Oliver Roll, Moderator, 4ALPHADRIVERS GCHQ On His Latest Book “Securing The State” Joachim Köhne, Savings Bank, HAMBURGER 15:45 - 16:05 SPARKASSE AG Main agenda Hans Wilhelm Korfmacher, Pension, WPV

'Sir David Omand's brilliantly insightful and Uwe Siegmund, Insurance, R+V INSURANCE GROUP authoritative Securing the State is one of the most important studies on the role intelligence services play Wolfram Gerdes, Pension Fund, KIRCHLICHE in crafting successful counter terrorism measures.' -- VERSORGUNGSKASSEN KZVK UND VKPBd The Washington Times

Participants

Professor Sir David Omand, Commissioner, GLOBAL COMMISSION ON INTERNET GOVERNANCE & Visiting Professor in the Department of War Studies, KING’S COLLEGE, London & Former Director of GCHQ

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

Out-Of-Industry Insight: How Enterprise Risk Best Practice Fund Marketing Review Investment Management ThoughtLeaders Can Increase Participation & Trust Feedback & Open Q&A 17:10 - 17:50 16:35 - 17:15 Business Leaders Forum 17:50 - 18:00 FutureFinance Forum FutureFinance Forum 17.10 – 17.25 What do selectors need from client Why we should be optimistic about creating a culture communications– but often do not get? Six strategies Participants of participation & trust in investment: how behavioural to raise your distribution profile in 2016 Nick Lyster, Investment Management ThoughtLeaders, insights from big data has changed the nature of risk PRINCIPAL GLOBAL INVESTORS (Europe) forever 17.25 – 17.50 In discussion with expert fund marketers Furio Pietribiasi, MEDIOLANUM ASSET MANAGEMENT 16.35 – 16.55 From the zero tolerance industries expert and the human factors specialist in behavioural Participants change: what would investment management look like Mauro Baratta, Presentation, MACKAY WILLIAMS FundForum Day One Drinks Reception - Soho as a zero tolerance industry such as nuclear or House Berlin aviation? Diana Mackay, Moderator, MACKAY WILLIAMS Clay Hagland, Panellists, BLACKROCK 18:00 - 20:00 16.55 - 17.15 How to apply this thinking to investment Main agenda management? Rob Sanders, ABERDEEN ASSET MANAGEMENT Join us with your new and old connections at Soho Mauro Baratta, MACKAY WILLIAMS Participants House Berlin Trudie Taylor, Zero Tolerance Presentation, TAYLOR Jean-Francois Hautemulle, JP MORGAN ASSET FARRINGTON, formerly Culture and Behavioural MANAGEMENT Change Lead, NETWORK RAIL

Amin Rajan, Moderator, CREATE RESEARCH RegTech As A Tool For Growing And Protecting Nick Lyster, Investment Management ThoughtLeaders, AUM PRINCIPAL GLOBAL INVESTORS (Europe) 17:15 - 17:50 Furio Pietribiasi, MEDIOLANUM ASSET MANAGEMENT FutureFinance Forum

Michelle Scrimgeour, M&G INVESTMENTS The strategic and regulatory implications transforming the culture between front and back office

A Premium Fund Showcase Participants

17:00 - 17:30 Catherine Doherty, Moderator, INVESTIT Investment Strategy Forum Taras Chaban, Panellists, SYBENETIX

A fund showcase of four diverse new funds: each fund James Stickland, RED DEER SYSTEMS will speak for 6 minutes followed by 3 minutes Q&A by a panel of investors Sheenagh Gordon-Hart, 2020 REGULATORY CONSULTING Participants

Antony John, Moderator, ILEX ASSOCIATES Special Focus: Industry Leaders On Andy Brown, Investor, PRUDENTIAL PORTFOLIO Governance And The Increasing Importance Of MANAGEMENT GROUP Social Responsibility To The Business

William Smead, Fund 1: Smead US Value UCITS Fund, 17:30 - 18:00 SMEAD CAPITAL MANAGEMENT Investment Strategy Forum Neil Goddin, Fund 2, KAMES CAPITAL How governance & CESG is increasingly driving Markus Breitenmoser, Fund 3, ALPORA investment strategy

Participants

Allan Polack, Moderator, PFA, DENMARK

Saker Nusseibeh, Panellists, HERMES INVESTMENT MANAGEMENT

Sasja Beslik, NORDEA ASSET MANAGEMENT

Mike Judith, DNB

Paul Robinson, ALQUITY

Thomas Seale, LUXFLAG

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

TIME MAIN AGENDA BUSINESS FUTUREFINANCE INVESTMENT INVESTMENT INVESTOR INSIGHT NETWORKING - BY TECHNOLOGY LEADERS FORUM FORUM STRATEGY FORUM TRENDS & TALENT HUB INVITATION ONLY TRENDS & TALENT HUB HUB

08:00 08:00 - Late 08:30 - Investment 08:15 - Intermediary 08:30 - Technology Registration and Trends And Talent Investors Invitation Trends & Talent Hub - Earlybird Networking Hub Goes Experential! Only APFI Summit - Cybersecurity & New and Special Focus - Wisdom Of The The Digital Future of Uses of Predictive Insight Stages Crowd Investing Fund Selection Intelligence in Counter-Terrorism 08:15 - Asset Manager & CEO and CIOs Invitation Only Exclusive Breakfast With The Former Chief Science Officer Of Amazon

09:00 09:10 - Welcome To The FundForum 2016 09:15 - Opening Grand Plenary: Chairman’s Welcome 09:25 - Out-of- Industry Keynote 2016: Do You Know The Customer Of The Future, How To Engage With Them & What Investment Products Asset They Will Want To Buy?

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

10:00 10:00 - The Vision Of 10:40 - Investment 10:40 - Investor 10:40 - Technology The Major Distributors Trends & Talent Hub - Insight Hub - From Trends & Talent Hub 1 2020 Goes Experiential! Today’s APFI Investor - UK INNOVATE Meet Frontier Markets Only Summit: The FINANCE 10:30 - Morning Entrepreneurs Live Digitalisation of Fund Coffee and From Five Continents Selection Networking and Special Focus Stages

11:00 11:15 - Global 11:15 - FutureFinance 11:15 - Investment Distribution Day - Forum - Chairman's Strategy Forum - Chairman's Welcome Welcome and Welcome Investment 11:20 - What Will The 11:20 - Investment Management Distribution Winners Shock Waves 2016 ThoughtLeaders Look Like In 2020? Scene Setting 11:50 - Reliable New Returns In A Low Yield ThoughtLeadership 11:20 - FutureFinance Environment Keynote: Responding 11:45 - Preparing For To Disruption The Distribution Landscape 2016-2020

12:00 12:25 - Winning Third- 12:10 - Security And 12:25 - Outcome Party Product The Future Of Orientated Investing Partnerships Intelligence Keynote 2016 12:50 - Investment Management ThoughtLeaders Feedback & Open Q&A

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

13:00 13:00 - Lunch and 13:25 - Investment 13:20 - Investor 13:25 - Technology Networking Sessions Trends & Talent Hub - Insight Hub - Which Trends & Talent Hub 2 and Special Focus Informal Boutique Selectors Make The - BERLIN Stages Fund Showcase With Most Effective Fund- Live Investor Selections? 13:30 - VIP & Priority Feedback: Six Funds Access: Meet The 13:55 - Investor Talk Best New Ideas Keynote - Machine Insight Hub - Next Learning And Asset Generation Fund Management Q&A Selection & The Disintermediation Of 13:30 - Technology Value Chain Trends & Talent Hub 2 - BERLIN

14:00 14:30 - Trends In Fund 14:30 - Blockchain & 14:30 - Chair 14:00 - Investment Selector Decision Transparency Keynote Investment Strategy Trends & Talent Hub - Making Forum Too Hot To Handle: CLINTON Vs TRUMP 14:30 - Factor & The Wisdom Of The Investing & Smart Crowd Beta

15:00 15:45 - Afternoon 15:10 - Seed 15:10 - The Rise Of 15:45 - Investment 15:50 - Meet The 15:50 - Technology Coffee and Investment, Building Absolute Return Trends & Talent Hub - Investor High Tables Trends & Talent Hub 3 Networking Sessions Scale & Managing Investing The RFP Process Re- - and Special Focus Capacity engineered and The STARTUPBOOTCAMP Stages Implications for Fund Selection 15:45 - An Audience With The Former Director of GCHQ On His Latest Book “Securing The State”

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 1 - 06/06/2016 Berlin

16:00 16:30 - Global UCITS 16:30 - Chair's 16:30 - Spotlight Distribution Introduction to German Institutional Investment Investor Strategy Management 16:30 - Chair ThoughtLeaders Investment Strategy 16:35 - Out-Of- Forum Industry Insight: How Enterprise Risk Can Increase Participation & Trust

17:00 17:10 - Best Practice 17:15 - RegTech As A 17:00 - A Premium Fund Marketing Tool For Growing And Fund Showcase Review Protecting AUM 17:30 - Special Focus: 17:50 - Investment Industry Leaders On Management Governance And The ThoughtLeaders Increasing Feedback & Open Q&A Importance Of Social Responsibility To The Business

18:00 18:00 - FundForum Day One Drinks Reception - Soho House Berlin

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

Earlybird Networking and Special Focus Insight Investment Trends And Talent Hub - Five Expert Industry Insight Stages Paradigm Shifts In [Geo] Politics: The 10:40 - 10:50 Consequences For Investors 08:00 - 09:15 Main agenda Main agenda 08:30 - 09:00 The presence of asset management groups on social Main agenda media Participants Asset Managers CEO & CIO Exclusive Participants Breakfast With The Renowned Global Marko Papic, BCA RESEARCH Economist Joe Saliba, CACEIS

08:15 - 09:00 Opening Grand Plenary: Chairman’s Welcome Networking - By Invitation Only Morning Coffee and Networking and Special 09:10 - 09:15 Participants Focus Stages Main agenda Mohamed El-Erian, Chief Economic Advisor, ALLIANZ 10:50 - 11:40 Participants & & Chair of President Obama’s Global Development Main agenda Council Julie Patterson, Chair, KPMG UK

Technology Trends & Talent Hub 4 - IRELAND VIP Investor Only Breakfast Workshop - The FundForum Global Investment Manager 10:55 - 11:25 Innovations In Portfolio Risk “Nowcasting” Keynote 2016 Technology Trends & Talent Hub 08:30 - 09:00 09:15 - 09:55 Hear & meet four talented innovators discuss the Networking - By Invitation Only Main agenda benefits of their innovations for investment Exploring the pros and cons of the economic discipline The global vision of the future from the world’s largest management. of determining a trend or a trend reversal objectively in asset manager real time to manage real time portfolio risk Participants Participants Keith Fingleton, Moderator, IDA IRELAND Participants Rob Fairbairn, BLACKROCK Alan Meaney, Funds Reconciliation Software, FUND Alexander Iniechen, CAIA ASSOCIATION RECS

Geraldine Gibson, Integrated Compliance and Responding To The Global Regulators 2016 Surveillance, AQMETRICS Technology Trends & Talent Hub - Who Is 10:00 - 10:40 Buying Whom? Peter Cripwell, Integrating risk analysts, data analysts Main agenda and proprietary analytics, RISKSYSTEM 08:30 - 09:00 Technology Trends & Talent Hub How regulation is fundamentally reshaping investment Emmett Kilduff, Alpha from Alternative Data, EAGLE management and what this means for client and ALPHA An exploration of latest Fintech corporate finance business trends in Europe developments for Investment Management 10.00 - 10.10 Regulatory influencers Investment Trends & Talent Hub - The Participants 10.10 - 10.40 The industry leaders feedback Reluctant Investor - Winning Alternatives Samarth Shekhar, TECHFLUENCE discussion: the implications for client and business Business In The Low Rates Environment trends Michael Mellinghoff, TECHFLUENCE 10:55 - 11:25 Participants Investment Trends & Talent Hub

Investor Insight Hub - Content, Clarity, Julie Patterson, Introduction & Moderator, KPMG UK Panel Discussion: The forces driving demand for alternatives and how they are shaping and impacting Charisma! Jean-Marc Goy, Regulatory Influencers, COMMISSION business DE SURVEILLANCE DU SECTEUR FINANCIER 08:30 - 09:00 Investor Insight Hub Patrick Colle, Panellists, BNP PARIBAS SECURITIES SERVICES How not to market your fund - and what you should do Participants instead! Oliver Bilal, UBS ASSET MANAGEMENT Tony Griffiths, Moderation, CERULLI ASSOCIATES Alexander Schindler, EFAMA, Member of The Board (EUROPE) Participants UNION INVESTMENT Oliver Hagedorn, Panellists, AVESCO FINANCIAL Baldwin Berges, Moderator, B-D INSIDER Guy Sears, THE INVESTMENT ASSOCIATION SERVICES Clémence Dachicourt, Panellists, INVESTMENT Volker Gillhaus, BVAI MANAGEMENT GROUP, MORNINGSTAR Daniel Durrer, GAM Martin Bürki, MARTINVESTMENTS Chris Dawe, SCHRODERS Antony John, ILEX ASSOCIATES

Adam Choppin, FIS GROUP

Ole Rollag, MURANO SYSTEMS

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

Investor Insight Hub - Too Hot To Handle: Live Fintech Innovations To Improve B2C Investor Insight Hub - Know Your Client: Brexit Debate. Are Investors Too Relaxed? Engagement & Decision Making: Financial Investor Buying Trends In Transition Inclusion: A Trends & Technology Talent Hub 10:55 - 11:25 13:30 - 14:10 Main agenda Hosted By ALFI FITECH LUXEMBOURG Investor Insight Hub Participants 11:40 - 12:20 Participants FutureFinance Forum John Hulsman, Chair, U.S. COUNCIL ON FOREIGN Barbara Wall, Introduction & Moderator, CERULLI RELATIONS Participants ASSOCIATES (EUROPE)

Gina Miller, Pro Brexit , SCM DIRECT Serge Weyland, Moderator, ALFI DIGITAL/FITECH Thomas Abel, Panellists, HONORIS TREUHAND FORUM Marko Papic, Pro UK Staying In EU, BCA RESEARCH Thomas Bloch, VAAMO Nejc Kodrič, E-Money Institution:, BITSTAMP EUROPE Björn Siegismund, LARANSA PRIVATE WEALTH Dagmar Bottenbruch, Peer To Peer Lending:, MANAGEMENT GmbH Chair Investment Strategy Forum CROSSLEND

11:35 - 11:35 Investment Strategy Forum Priority Access Programme - An Exclusive Tomorrow’s Talent Bank: Today’s Audience With Today’s Keynote Speaker Participants entrepreneurs, global leaders of the 13:30 - 14:00 Frank Schnattinger, Chair, INSTITUTIONAL businesses you will invest in tomorrow Main agenda INVESTMENT 12:20 - 13:00 Investment Strategy Forum Participants Participants Mohamed El-Erian, Chief Economic Advisor, ALLIANZ FX Innovations In Product Development & & & Chair of President Obama’s Global Development Managing Portfolio Risk Mike Halsall, Moderator, SINGULARITY UNIVERSITY Council 11:40 - 12:20 Karoli Hindriks, Panellists, JOBBATICAL Investment Strategy Forum Hajo Van Beijma, TTC MOBILE Investment Trends & Talent Hub - Too Hot To How to create new opportunities and diversify Handle: The Multi-Asset End Game investment products using FX hedging: master your currency risk in volatile markets Global Economic Keynote 13:40 - 14:10 Investment Trends & Talent Hub Participants 12:20 - 13:00 Business Leaders Forum An APFI FundForum exclusive discussion on the Frank Schnattinger, Interviewer, INSTITUTIONAL growing clash between multi-asset fund managers and INVESTMENT 12.20 – 12.40 The World Renowned Global Thinker fund selectors and Economist, Mohamed El Erian Marc Tuehl, Interviewee, HSBC GLOBAL MARKETS Participants 12.40 - 13.00 In discussion with Philipp Vorndran Roland J Meerdter, PROPINQUITY Shaping The Future Participants

11:40 - 12:20 Mohamed El-Erian, Chief Economic Advisor, ALLIANZ Technology Trends & Talent Hub 5 - UK Business Leaders Forum & & Chair of President Obama’s Global Development Council INNOVATE FINANCE PART 2 Industry leaders on meeting the long term savings 13:55 - 14:25 needs of the end customers: the core factor in Philipp Vorndran , FLOSSBACH VON STORCH Technology Trends & Talent Hub sustaining a viable asset management business Hear & meet four talented innovators discuss the Participants A Trends & Technology Talent Hub: THE WILD benefits of their innovations for investment CARDS Michael Ferguson, Moderator, EY management. 12:20 - 13:00 Euan Munro, FIA, Panellists, AVIVA INVESTORS Participants FutureFinance Forum Andreas Utermann, ALLIANZ GI Clare Flynn Levy, Software For Fund Managers, Participants Jim McCaughan, PRINCIPAL GLOBAL INVESTORS ESSENTIA ANALYTICS Sylvain Forté, Trading Indicators Based On Big Data Husayn Kassai, Intelligent Background Checking, Robert Higginbotham, T. ROWE PRICE Social Media Analysis:, SESAMM ONFIDO Jamie Hammond, AB Richard Maton, Enterprise Behavioural Analytics, Lunch - Hosted by Pinebridge Investments. SYBENETIX Plus Networking Sessions and Special Focus Andrew White, Compliance Made Simple, FUNDAPPS Insight Stages

13:00 - 14:30 Main agenda

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

Chair Business Leaders Forum: Crossborder Leaders’ Investment Strategy: Experiential - Intermediary Investor Insight - German Distribution Back By Popular Demand - The Scenario Speaking Europe – Wholesale Planning War Games: How Will The Refugee 14:25 - 14:25 14:30 - 15:10 Business Leaders Forum Crisis Play Out On The Geo-Political Stage & Business Leaders Forum Will This Lead To The Break-Up of The EU? Participants 14.30 - 14.40 New ThoughtLeadership 14:30 - 15:45 Keith Hale, Chair, MULTIFONDS Investment Strategy Forum 14.40 - 15.10 Panel discussion

Join teams captained by six investment experts Participants Chair Business Leaders Forum: Intermediary representing Germany, Russia, USA, ISIS, Greece and Simon Weiler, New ThoughtLeadership and Moderator, Investor Insight Turkey. E-FUNDRESEARCH.COM DATA GmbH & InvestRFP 14:25 - 14:25 Using unique social data from our #FFWarGames Thomas Romig, Panellists, ASSENAGON Business Leaders Forum features, measure how your scenario planning on this issue compares to that of the crowd before and after Bernd Poegel, DEKABANK Participants the WarGame. How does that change your thinking? Philip Schifferegger, ERSTE SPARINVEST Simon Weiler, Chair, E-FUNDRESEARCH.COM DATA GmbH & InvestRFP Manuela Thies, ALLIANZ GLOBAL INVESTORS Participants Johanna Handte, DEUTSCHE BANK ASSET MANAGEMENT Chair Investment Strategy Forum: New John Hulsman, Moderator, U.S. COUNCIL ON FOREIGN Investment Products RELATIONS Andrew Summers, Your Captains 2016, INVESTEC 14:25 - 14:25 Predictive Analytics & Machine Learning In WEALTH MANAGEMENT Investment Strategy Forum Finance - Chairman's Welcome & Members Of Marko Papic, BCA RESEARCH The Investment Management ThoughtLeaders’ Participants Scene Setting Jean-Marie Mercadal, OFI ASSET MANAGEMENT Deborah Fuhr, Chair, ETFGI 14:30 - 14:40 Richard Garland, INVESTEC ASSET MANAGEMENT FutureFinance Forum Paul Carr, EAST CAPITAL ASSET MANAGEMENT New Active Investment Products - ETFS & Investment Management ThoughtLeaders on service Passive Funds Slim Feriani, GULF CENTRAL AGENCY (GCA) WEALTH and product implications of FutureFinance Day 2. & ASSET MANAGEMENT Leaders known for their insight into how future finance 14:30 - 15:10 is shaping the next generation of investment Investment Strategy Forum management will set the strategic scene for Day2’s Crossborder Distribution - Next Gen themes and comment after each set of discussions 14.30 – 14.40 Research Briefing: Market Trends in the on the implications across the ecosystem growth and application of ETFs: What are the micro Technology Platforms: How Asset Managers and macro risk implications of this growth and how Can Enhance Transparency And Distribution Participants can we manage this for the benefit of our customers Efficiency orF Intermediary And End Investors and market stability? Roy Stockell, Chair, EY 14:30 - 15:10 14.40 - 15.10 Expert discussion with leading ETF Business Leaders Forum Massimo Tosato, Investment Management players ThoughtLeaders, SCHRODERS Panel Discussion With Experts from Asset Management, CSD and New Market Infrastructure Fiona Frick, UNIGESTION Participants Platforms Luke Ellis, MAN GROUP Deborah Fuhr, Research Briefing & Moderator, ETFGI Participants Howie Li, Panellists, ETF SECURITIES Jean Devambez, New ThoughtLeadership and Machine Learning And Big Data In Financial Nizam Hamid, WISDOMTREE EUROPE Moderator, BNP PARIBAS SECURITIES SERVICES Services Michael Gruener, BLACKROCK Jan Vandendriessche, Panellists, VPLUX, part of VP 14:40 - 15:00 Detlef Glow, Thomson Reuters SECURITIES (Danish CSD) FutureFinance Forum Thomas Albert, OPPENHEIM ASSET MANAGEMENT, Moving Predictive Analytics Out Of The Lab And Into DeAWM Deutsche Fund Platforms The Business – How This Is Implemented & What It Olivier Portenseigne, FUNDSQUARE Looks Like In Terms Of New Products

Borja Largo, ALLFUNDS BANK Participants Valérie Letellier, SWIFT Dr Anthony Ledford, MAN AHL RESEARCH LABORATORY, OXFORD UNIVERSITY

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

Big Data In Financial Services Intermediary Investor Insight - Global PWM & Meet The Investor High Tables The Digital Challenge 15:00 - 15:35 15:50 - 16:25 FutureFinance Forum 15:10 - 15:45 Investor Insight Hub Business Leaders Forum When will predictive analytics move out of the lab and 10 intermediary investors host informal high tables to into the trading room - how would this be implemented 15.10 - 15.20 New ThoughtLeadership: shifting discuss their strategies. Move freely between the & what would it look like in terms of new products business models in digital WM tables.

15.00 - 15.10 Insurance case study 15.20 - 15.45 How are the world's leading PWMs & Participants digital innovators responding? 15.10 – 15.35 Where are we in the evolution of the use Stefan Martyris, SEB WEALTH MANAGEMENT of big data in Investment Management? Participants Jens Gammelmark, MiFIDII, NORDEA Participants Seb Dovey, New ThoughtLeadership, SCORPIO AON

Valter Trevisani, Insurance Case Study, GENERALI Yuri Bender, Moderator, FINANCIAL TIMES Chair Business Leaders Forum: Crossborder GROUP Jonathan Polin, SANLAM UK Distribution Pascal Denis, Moderator, KPMG LUXEMBOURG Alan Miller, SCM PRIVATE 16:25 - 16:25 Ben Kelly, Panellists, BLACKROCK Business Leaders Forum Alan Higgins, COUTTS Dr Anthony Ledford, MAN AHL RESEARCH Participants James Bevan, CCLA INVESTMENT MANAGEMENT LABORATORY, OXFORD UNIVERSITY Keith Hale, Chair, MULTIFONDS Seb Dovey, SCORPIO AON Thanh-Long Huynh, QUANTCUBE TECHNOLOGY

Lars Hamberg, AFAM Chair Business Leaders Forum: Fund Selector Investment Management ThoughtLeaders Insight Feedback & Open Q&A New Investment Products - Multi Asset Funds 16:25 - 16:25 15:35 - 15:45 Business Leaders Forum 15:10 - 15:45 FutureFinance Forum Investment Strategy Forum Participants Participants Jauri Häkkä, Chair, WIDHABY ADVISORS 15.10 - 15.15 New research briefing Fiona Frick, Investment Management ThoughtLeaders, UNIGESTION 15.15 - 15.45 Panel discussion Luke Ellis, MAN GROUP Chair Investment Strategy Forum: Leaders' Participants Massimo Tosato, SCHRODERS Investment Strategy Amin Rajan, New Research Briefing & Moderator, 16:25 - 16:25 CREATE RESEARCH Investment Strategy Forum Jan Straatman, Panellists, LOMBARD ODIER Afternoon Coffee and Networking and Special INVESTMENT MANAGERS Focus Insight Stages Participants

David Bint, STANDARD LIFE INVESTMENTS 15:45 - 16:30 Liesbet Peeters, Chair, D CAPITAL PARTNERS Main agenda Martyn Hole, CAPITAL GROUP

Peter Fitzgerald, CFA, AVIVA INVESTORS New Active Investment Products - New Equity Motivational Tales From A Footballing Products Superstar 16:30 - 17:15 Crossborder Distribution - Germany 15:50 - 16:05 Investment Strategy Forum Distribution Models Main agenda Where and how do we find growth in global equities? 15:10 - 15:45 With his famous 'bubble' perm, the Yorkshire-born Business Leaders Forum 16.30-16.40 Global equities trend briefing striker was an icon both for Liverpool and England. 15.10 - 15.20 New ThoughtLeadership: what models Two UEFA Cups, three league titles, a European and FA 16.40 -17.15 Discussion with experts work best for which distribution channels and investor Cup and a tally of 100 goals: the number seven left the attitudes Kop with a multitude of magical memories… even when every Liverpudlian's worst nightmare was 15.20 - 15.45 Expert panel confirmed when eeganK served notice of his intention Participants to quit the club and join Bundesliga outfit Hamburg… Participants Andrea Cicione, Global Equities Trend Briefing & Hosted by STANDARD CHARTERED Moderator, LOMBARD STREET RESEARCH Georg Redlbacher, New ThoughtLeadership & Lucy Macdonald, ASIP (CFA UK), Panellists, ALLIANZ Moderator, MBMS Participants GLOBAL INVESTORS GmbH Daniel Häfele, Panellists, ACOLIN CONNECT Kevin Keegan Dale MacLennan, STANDARD LIFE INVESTMENTS Alexandra von Kalnein, HYDE PARK Martyn Hole, CAPITAL GROUP Holger Sepp, CACEIS Tawhid Ali, AB Alexander Laurich, IPCONCEPT (Luxemburg) S.A.

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

Leaders’ Investment Strategy - Impact Robo-Advisory Decision Making Keynote: The New Active Investment Products - Emerging & Investing Unconsious Bias In Markets, Minds & Magic Frontier Markets

16:30 - 17:15 16:30 - 16:55 17:15 - 18:00 Investment Strategy Forum FutureFinance Forum Investment Strategy Forum

How impact investing is becoming scalable and From a behavioural finance leader & expert in When will it be safe to go back into Emerging & expanding into retail investment markets understanding 'Tricks Of the Mind': how to be sure of Frontier Markets – and which ones? designing the best decision-making tools to meet self- Participants directed investors needs? Avoiding the pitfall of the 17:15 - 17:25 New Research: Trends & prospects: unconscious on cognitive processes when designing a which markets are likely to return to growth in the Liesbet Peeters, Moderator, D CAPITAL PARTNERS robo-advisor coming year and why? Jochen Wermuth, Panellists, WERMUTH ASSET 17:25 – 18:00 Panel of experts and funds representing MANAGEMENT Participants diverse emerging and frontier markets Theo Clément, UBS ASSET MANAGEMENT Paul Craven, PAUL CRAVEN PARTNERS and Member of THE MAGIC CIRCLE, formerly of SCHRODERS, Aine Kelly, BIG SOCIETY CAPITAL PIMCO and GOLDMAN SACHS Roland Nobels, MYMICROINVEST Participants

John McKinley, BLACKROCK Cameron Brandt, New Research Briefing & Moderator, Robo Advisors & The Democratisation Of EPFR Investment Adam Choppin, Investor, FIS GROUP Cross-Border Distribution - Market Liquidity, 16:55 - 17:30 David Semple, Experts, VANECK Fund Liquidity and Managing The Potential FutureFinance Forum Mismatch In Running A Business Mark Browning, FRANKLIN TEMPLETON INVESTMENT Implications of the changing nature of guided advice MANAGEMENT LIMITED 16:30 - 17:15 to ensure customers reach the best solutions for Business Leaders Forum themselves Jon Toscano, TRIVÈLLA Ruchit Puri, CFA, KOTAK MAHINDRA 16.30- 16.40 New ThoughtLeadership: Underlying Participants regulatory provisions and global market tools to cope Oliver Bell, T. ROWE PRICE with liquidity Pascal Denis, Moderator, KPMG LUXEMBOURG Romi Savova, Panellists, PENSIONBEE 16.40 – 17.15 Discussion Leaders’ Investment Strategy - Long-Term Rob Sanders, ABERDEEN ASSET MANAGEMENT Participants Total Return Investing In The Economy Andrew Fenton, BARCLAYS Avi Nachmany, New ThoughtLeadership, STRATEGIC 17:15 - 18:00 Frederik Meheus, BLACKROCK INSIGHT Investment Strategy Forum

Stéphane Janin, Moderator, AXA INVESTMENT 17.15 - 17.25 Maverick interview: Why 80% of the FTSE MANAGERS & CHAIR AFG INTERNATIONAL 100 will not exist in 30 years time and how long term COMMITTEE investing is the solution

Brian Reid, ICI GLOBAL 17.25 - 18.00 Introduction & Expert Discussion: How Avi Nachmany, STRATEGIC INSIGHT non-index-benchmarked active can beat the index

Mark McKeon, STATE STREET GLOBAL EXCHANGE Participants

Daniel Godfrey, Interviewer , BIG ISSUE INVEST FUND MANAGEMENT AND THE INVESTOR FORUM Fund Selector Insight - Nordic Region James Anderson, Interviewee, BAILLIE GIFFORD 16:30 - 17:15 Business Leaders Forum Daniel Godfrey, Moderator, BIG ISSUE INVEST FUND MANAGEMENT AND THE INVESTOR FORUM 16.30 - 16.40 New ThoughtLeadership Yves Choueifaty, Panellists, TOBAM 16.40 - 17.15 Panel discussion James Anderson, BAILLIE GIFFORD Participants Daniel von Preyss, IMPAX ASSET MANAGEMENT

Jauri Häkkä, New Research Briefing & Moderator, Eric Suschetet, OAKWOOD GLOBAL ADVISORS LLC WIDHABY ADVISORS

Georg Skare Lund, Panellists, STOREBRAND ASSET MANAGEMENT

Mikael Haglund, SEB WEALTH

Andreas Weilby, KIRSTEIN A/S

Allan Møller, DANSKE CAPITAL WEALTH MANAGEMENT

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

Cross-Border Distribution - Business Response Investment Management ThoughtLeaders To Regulation: Fund Manager & Director Feedback & Open Q&A Strategy 17:30 - 17:40 17:15 - 18:00 FutureFinance Forum Business Leaders Forum Participants

How are different associations responding to pending Fiona Frick, Investment Management ThoughtLeaders, MIFID and other regulations on behalf of their fund UNIGESTION management members and Directors? Luke Ellis, MAN GROUP 17.15 – 17.35 - Part 1 The industry experts on Massimo Tosato, SCHRODERS interpreting the implications

17.35 – 18.00 - Part 2 The leading associations response The Party, FundForum Day Two - Wasserwerk Berlin Participants 20:30 - 23:00 Martin Vogel, Moderator, MDO MANAGEMENT Main agenda COMPANY Join us at Wasserwerk Berlin - one of Berlin's most Michèle Eisenhuth, Industry Experts, ARENDT dramatic venues Nathalie Dogniez, PwC

Silke Bernard, LINKLATERS LLP

Thomas Richter, Germany, BVI

Pierre Bollon, France, AFG (Association Française de la Gestion Financière)

Guy Sears, UK, THE INVESTMENT ASSOCIATION

Marc-André Bechet, Luxembourg, ALFI

Fund Selector Insight - UK IFA & Discretionary Channels

17:15 - 18:00 Business Leaders Forum

17.15 - 17.25 New ThoughtLeadership: Market changes & implications for the future of the UK intermediary market

17.25 - 18.00 Followed by panel discussion with IFAs and Discretionary Investors

Participants

Craig Phillips, New ThoughtLeadership & Moderator, COREDATA RESEARCH

Robert Jukes, Panellists, CANNACCORD GENUITY WEALTH MANAGEMENT

Stuart Finlayson APFS, AVN WEALTH MANAGERS LLP

Steve Laird, CARRINGTON WEALTH MANAGEMENT

Joe Parkin, BLACKROCK

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

08:00 08:00 - Earlybird 08:30 - Investor 08:15 - Asset 08:30 - Technology Networking and Insight Hub - Content, Managers CEO & CIO Trends & Talent Hub - Special Focus Insight Clarity, Charisma! Exclusive Breakfast Who Is Buying Whom? Stages With The Renowned Global Economist 08:30 - Investment Trends And Talent 08:30 - VIP Investor Hub - Five Paradigm Only Breakfast Shifts In [Geo] Workshop - Politics: The Innovations In Consequences For Portfolio Risk Investors “Nowcasting”

09:00 09:10 - Opening Grand Plenary: Chairman’s Welcome 09:15 - The FundForum Global Investment Manager Keynote 2016

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

10:00 10:00 - Responding 10:55 - Investment 10:55 - Technology To The Global Trends & Talent Hub - Trends & Talent Hub 4 Regulators 2016 The Reluctant Investor - IRELAND - Winning Alternatives 10:40 - Expert Business In The Low Industry Insight Rates Environment 10:50 - Morning Coffee and Networking and Special Focus Stages 10:55 - Investor Insight Hub - Too Hot To Handle: Live Brexit Debate. Are Investors Too Relaxed?

11:00 11:40 - Shaping The 11:40 - Fintech 11:35 - Chair Future Innovations To Investment Strategy Improve B2C Forum Engagement & 11:40 - FX Innovations Decision Making: In Product Financial Inclusion: A Development & Trends & Technology Managing Portfolio Talent Hub Hosted By Risk ALFI FITECH LUXEMBOURG

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

12:00 12:20 - Global 12:20 - A Trends & 12:20 - Tomorrow’s Economic Keynote Technology Talent Talent Bank: Today’s Hub: THE WILD entrepreneurs, global CARDS leaders of the businesses you will invest in tomorrow

13:00 13:00 - Lunch - 13:40 - Investment 13:30 - Investor 13:55 - Technology Hosted by Pinebridge Trends & Talent Hub - Insight Hub - Know Trends & Talent Hub 5 Investments. Plus Too Hot To Handle: Your Client: Investor - UK INNOVATE Networking Sessions The Multi-Asset End Buying Trends In FINANCE PART 2 and Special Focus Game Transition Insight Stages 13:30 - Priority Access Programme - An Exclusive Audience With Today’s Keynote Speaker

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

14:00 14:25 - Chair Business 14:30 - Predictive 14:25 - Chair Leaders Forum: Analytics & Machine Investment Strategy Crossborder Learning In Finance - Forum: New Distribution Chairman's Welcome Investment Products & Members Of The 14:25 - Chair Business 14:30 - New Active Investment Leaders Forum: Investment Products - Management Intermediary Investor ETFS & Passive Funds ThoughtLeaders’ Insight Scene Setting 14:30 - Leaders’ 14:30 - Crossborder Investment Strategy: 14:40 - Machine Distribution - Next Experiential - Back By Learning And Big Data Gen Technology Popular Demand - The In Financial Services Platforms: How Asset Scenario Planning Managers Can War Games: How Will Enhance The Refugee Crisis Transparency And Play Out On The Geo- Distribution Efficiency Political Stage & Will For Intermediary And This Lead To The End Investors Break-Up of The EU? 14:30 - Intermediary Investor Insight - German Speaking Europe – Wholesale

15:00 15:45 - Afternoon 15:10 - Crossborder 15:00 - Big Data In 15:10 - New 15:50 - Meet The Coffee and Distribution - Germany Financial Services Investment Products - Investor High Tables Networking and Distribution Models Multi Asset Funds 15:35 - Investment Special Focus Insight 15:10 - Intermediary Management Stages Investor Insight - ThoughtLeaders 15:50 - Motivational Global PWM & The Feedback & Open Q&A Tales From A Digital Challenge Footballing Superstar

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

16:00 16:25 - Chair Business 16:30 - Robo-Advisory 16:25 - Chair Leaders Forum: Decision Making Investment Strategy Crossborder Keynote: The Forum: Leaders' Distribution Unconsious Bias In Investment Strategy Markets, Minds & 16:25 - Chair Business 16:30 - New Active Magic Leaders Forum: Fund Investment Products - Selector Insight 16:55 - Robo Advisors New Equity Products & The 16:30 - Cross-Border 16:30 - Leaders’ Democratisation Of Distribution - Market Investment Strategy - Investment Liquidity, Fund Impact Investing Liquidity and Managing The Potential Mismatch In Running A Business 16:30 - Fund Selector Insight - Nordic Region

17:00 17:15 - Cross-Border 17:30 - Investment 17:15 - New Active Distribution - Business Management Investment Products - Response To ThoughtLeaders Emerging & Frontier Regulation: Fund Feedback & Open Q&A Markets Manager & Director 17:15 - Leaders’ Strategy Investment Strategy - 17:15 - Fund Selector Long-Term Total Insight - UK IFA & Return Investing In Discretionary The Economy Channels

18:00

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 2 - 07/06/2016 Berlin

19:00

20:00 20:30 - The Party, FundForum Day Two - Wasserwerk Berlin

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

Early Bird Knowledge & Networking FundForum Asia On Tour 2016 Investor Insight Hub - European Insurers With Flux Comes Opportunity For Asset Managers 08:45 - 09:25 09:55 - 10:35 Main agenda Main agenda 11:05 - 11:35 Investor Insight Hub Exploring the rise of leading Chinese asset managers Participants Investor Insight Hub - Maverick Insights Into A on the global stage with senior representatives from the most dynamic Chinese asset Managers and New Fund Order: Dysfunctions and Disrupters David Walker, CERULLI ASSOCIATES (EUROPE) Advisors In The City Ed Moisson, IGNITES EUROPE, FINANCIAL TIMES 08:45 - 09:15 Investor Insight Hub Participants Investment Trends & Talent Hub - Asia Investor Participants Roy Stockell, Moderator, EY Insight - Understanding The Investment Tom Chatfield, Interviewer , Gamification, Engagement Gian Luigi Costanzo, Panellists, CHINA UNIVERSAL Attitudes Of the New Generation of Chinese & Financial Inclusion ASSET MANAGEMENT Entrepreneurs & Sophisticated End Investors

Jon 'JB' Beckett, Interviewee, GEMINI INVESTMENT Miller Guo, GF INTERNATIONAL ASSET 11:10 - 11:35 MANAGEMENT MANAGEMENT Investment Trends & Talent Hub Mike Wittich, STANDARD CHARTERED BANK Participants

Opening Grand Plenary: Chairman's Welcome Yang Du, YAOZHI ASSET MANAGEMENT CO. LLP Jack Wang, CSOP ASSET MANAGEMENT

09:25 - 09:30 Gerald Yeung, CIFM ASSET MANAGEMENT HK Seb Dovey, SCORPIO AON Main agenda Jessie Lam, E FUND MANAGEMENT (HK) CO. LTD Participants Chair Investment Strategy Forum Roy Stockell, Chair, EY Powerhouse Elite In Motion 2016: New Metrics 11:35 - 11:40 For Success Or Relegation Main agenda Leadership, Talent & Remuneration In The 10:30 - 10:55 Participants Agile Business Main agenda Will Mayne, Chair, SPENCE JOHNSON 09:30 - 09:55 From robust product lines to digital facing structures, Main agenda what will define the winners of the future? Next Generation Income Products & Solutions: Recruiting & promoting new talent: new pay & 10.35 - 10.45 New Research: The new powerhouse The New Fixed Income Portfolio: How structures for winning business of the future metrics unwrapped: combining selector perceptions Traditional Fixed Income, Unconstrained and with deep analysis of Broadridge data, Participants MackayWilliams set seven critical metrics necessary Hedge Funds Are Now Making The New Mix Joel Davies, MCLAGAN (part of Aon Hewitt, a business for future asset management success. In a market 11:40 - 12:20 unit of Aon plc) that supports over 1,700 groups, the evidence shows Investment Strategy Forum that there is plenty of scope for change in the current Mark Miles, MCLAGAN (part of Aon Hewitt, a business powerhouse elite. Analysing success metrics such as Participants unit of Aon plc) product diversification, innovation, sales consistency, Will Mayne, New Research Briefing & Moderator, brand and distribution strength highlights those mid- SPENCE JOHNSON size groups that are rising stars or have the potential to join this powerhouse elite – and highlights areas of Omar Gadsby, Fixed Income Fund Buyer, CREDIT structural weakness that could result in relegation. SUISSE AG

10.45 - 11.00 League leaders and ones to watch Aristomenis Papageorgakopoulos, Experts, EUROBANK ASSET MANAGEMENT MFMC

Participants Mark Cernicky, CFA, PRINCIPAL GLOBAL INVESTORS Chris Chancellor, New Research, MACKAY WILLIAMS LLP

Chris Newlands, Moderator, FTFM

Laurent Ramsey, Panellists, PICTET ASSET MANAGEMENT

Charles Goodman, EDMOND DE ROTHSCHILD ASSET MANAGEMENT UK

Justin Urquhart Stewart, SEVEN INVESTMENT MANAGEMENT (7IM)

Morning Coffee and Networking Sessions

11:00 - 11:40 Main agenda

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

CMU, The Pan European Pension & Long Term Innovations On The Digitalisation Of The Technology Trends & Talent Hub - Ways Of Investment Strategy Wholesale Investment Value Chain Using Innovative Technology To Increase Financial Inclusion 11:40 - 12:20 12:20 - 13:00 Business Leaders Forum FutureFinance Forum 13:25 - 14:10 Technology Trends & Talent Hub Capital markets union, the dawn of loan origination for Front office, fund selection and the impact of digital retail markets and the overarching implications for the on end users, selectors and asset managers: From With the finalists of the Almanis Financial Inclusion future of the pensions and investment management end customer D2C online model portfolios, and new Challenge industries risk assessments to new compliance and fund governance tools, distribution & user experience focus Participants 11.40 – 11.50 DG briefing interview and new B2B interaction between fund managers and fund buyers Mike Halsall, Moderator, SINGULARITY UNIVERSITY 11.50 - 12.20 Panel discussion Gabriela Isas, Finalists, SCORE ACADEMY Participants Participants Niall Haughey, OUTGRO Jon 'JB' Beckett, Moderator, GEMINI INVESTMENT Michael Cole-Fontayn, Moderator, BNY MELLON MANAGEMENT Eddie Litonjua, UNIVERSITY COLLEGE LONDON

Olivier Guersent, DG Briefing Interview, EUROPEAN Gina Miller, Panellists, SCM DIRECT Genevieve Leveille, AGRILEDGER COMMISSION David Ferguson, NUCLEUS Pritam Basu, BANK IN A BOX Roderick Munsters, Panellists, EDMOND DE Ritesh Singhania, OXFORD UNIVERSITY ROTHSCHILD GROUP Patrick Murphy, PUREGROUP

Urban Funered, FIDELITY INTERNATIONAL Oren Kaplan, SHARINGALPHA

Andrea Beltratti, EURIZON CAPITAL SGR Paul Resnik, FINAMETRICA Investor Insight Hub - The Digital Masterclasses - How To Build Online Pier Luigi Gilibert, EUROPEAN INVESTMENT FUND Reputation : Tell Your Corporate Story And Win Combining Behavioural Science And Military New AUM Decision Making For Business Agility Peer To Peer & Equity Crowdfunding 13:25 - 13:55 12:20 - 13:00 Main agenda 12:20 - 13:00 Business Leaders Forum Investment Strategy Forum Participants Bringing behavioural battlefield insight to the The growth of equity crowdfunding and the Gay Flashman, FORMATIVE CONTENT boardroom: An experiential workshop which integrates opportunities & threats of peer to peer lending for the thinking from behavioural science and military strategy end investor and established asset management and planning to help improve decision making under stress. Military planning takes seriously the dictum ‘no A Booksigning And An Informal Q&A With… Participants plan survives first contact with the enemy’, which is 13:30 - 14:00 Chris Sier, Moderator, FiNEXUS also when our behavioural and emotional biases are Networking most likely to impair decision making. This session Goncalo de Vasconcelos, Panellists, draws on Colonel Tootal’s battlefield experiences, and Participants SYNDICATEROOM Dr Davies behavioural perspective on behavioural Greg B. Davies, CENTAPSE Brian Bartaby, PROPLEND - SECURED P2P LENDING decision science to examine how we can learn from both to improve decisions at many levels, from in-the- Stuart Tootal, Military Decision Making Expert, Former Christopher Grätz, KAPILENDO AG moment individual investment decisions, to high level Lt Commander 3 Para, BRITISH ARMY & Author Johannes Laub, CROWDDESK GmbH corporate strategy and planning. The focus is on how ”Danger Close: Commanding 3 Para in Afghanistan” we can build practical tools and processes to combat Fear, lack of Focus, and lack of Faith, for better performance in uncertain and stressful environments. Investment Trends & Talent Hub - New Fund Showcase With Live Intermediary Investor Participants Feedback Stuart Tootal, Military Decision Making Expert, Former 13:30 - 14:10 Lt Commander 3 Para, BRITISH ARMY & Author Investment Trends & Talent Hub ”Danger Close: Commanding 3 Para in Afghanistan”

Greg B. Davies, CENTAPSE Participants Antony John, Moderator, ILEX ASSOCIATES

Adam Choppin, Commentator, FIS GROUP Lunch and Networking Sessions

13:00 - 14:30 Main agenda Chair FutureFinance Forum

14:10 - 14:10 Main agenda Participants

Amin Rajan, Chair, CREATE RESEARCH

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

Chair Business Leaders Forum Making It Happen: Hybrid Robo-Advisory Out Of Industry Mindshift 2: Towards A Version 2.0 Demand Driven Industry 14:10 - 14:10 Main agenda 14:35 - 15:15 15:15 - 15:35 FutureFinance Forum FutureFinance Forum Participants

Markus Hill, Chair Bring Your Own Algorithm: Combining new thinking in From The Author, Digital Futurist And SERIOUS GAMES digital robo advisory, millennial attitudes and active DESIGNERT management: the future of advice for wealth The Serious Game Of Customer Engagement: management and private banking Gamification, Financial Inclusion And Getting People Out Of Industry Mindshift 1: The Rise Of Social Saving Selling & The Death Of Traditional Asset 14.35 – 14.45 New Research: Hybrid Robos: how Management combining human and automatedwealth advice could Participants deliver superior tailored investor outcomes and 14:15 - 14:35 enableintermediaries to gain and retain market share Tom Chatfield, Gamification, Engagement & Financial FutureFinance Forum Inclusion 14.45– 15.15 Expert Discussion: What does this Understanding how millennials are influencing how all development mean for the whole investment people thinking about money across different industry ecosystem from intermediary investors to asset FundForum 2016 Conclusion sectors: what this means for traditional asset managers and services providers? management and how to rethink about capture the 15:35 - 15:40 intergenerational wealth transfer happening worldwide Participants FutureFinance Forum

Participants Steffen Binder, New Research, MYPRIVATEBANKING We asked you to comment on the most urgent RESEARCH challenges facing fund management Brian Byrne, AVIADOR GROUP Hermin Hologan, Moderator, EY • What is the future role of passives?: implications Brian Lincoln, Panellists, IBM for the industry, investors and global economy as Fund Selector Insight - German Speaking they become inefficient and risky Europe HNW & Family Offices Erik Podzuweit, SCALABLE CAPITAL • How do we play in illiquid assets and longer time Steffen Binder, MYPRIVATEBANKING RESEARCH horizons to create better returns and reliable 14:15 - 14:55 outcomes? Business Leaders Forum Pierre Mendelsohn, ALPIMA • How can active funds survive without being active trackers? 14.15 - 14.25 New ThoughtLeadership Antonio Banda, FEELCAPITAL • What to do when over 75% of assets go to 10 14.25 - 14.55 Panel Discussion houses? Fund Selector Insight - Switzerland Distribution Participants Special Focus Investment Management Thoughtleaders Markus Hill, New ThoughtLeadership & Moderator 14:55 - 15:35 Discussion: Which business models are best Christian Hammes, CFP, CFEP, Panellists, ETA FAMILY Business Leaders Forum placed to deliver investment solutions that OFFICE ensure end investors lifetime financial needs 14.55 - 15.05 New ThoughtLeadership: Major changes Antje Biber, FERI TRUST in Swiss distribution on the horizon and security– and who will be their business partners of choice in order to reach new Marcel Müller, HQ Trust 15.05 - 15.35 Expert panel customers? Jakob von Ganske, Ph.D, DEUTSCHE OPPENHEIM FAMILY OFFICE AG Participants 15:40 - 16:15 FutureFinance Forum Magnus von Schlieffen, BREIDENBACH VON Philip Kalus, New ThoughtLeadership & Moderator, SCHLIEFFEN & CO ACCELERANDO ASSOCIATES Participants

Erich Lang, Panellists, BANK JULIUS BAER & CO LTD Amin Rajan, Moderator, CREATE RESEARCH

New Products - Real Assets - New Thinking Neil Carnegie, CARNEGIE FUND SERVICES SA Oliver Bilal, Investment Management ThoughtLeaders, UBS ASSET MANAGEMENT Around Investment in Natural Assets, Energy, Michele Malingamba, BSI BANK Oil, Commodities & Gold Pascal Duval, RUSSELL INVESTMENTS, EMEA

14:15 - 14:55 Kamal Bhatia, CFA, OFI GLOBAL Investment Strategy Forum New Credit Products - Next Generation Guillaume Dufour, DASSAULT SYSTÈMES Alternative Financing Takes Off Where are we in the latest real assets and Peter Chambers, CASEY QUIRK 14:55 - 15:35 commodities supercycle? How is this cycle different Investment Strategy Forum to others, what is driving it and what is the likely supply and demand reaction on the horizon Participants Participants Alan Kerr, Panellists, GSO BLACKSTONE

Shawn Reynolds, Natural Resources & Gold, VANECK Tara Doyle, MATHESON

Mark O'Byrne, Gold, GOLDCORE Massimo Figna, TENAX

Eric Suschetet, OAKWOOD GLOBAL ADVISORS LLC Gavin Nangle, STATE STREET GLOBAL SERVICES

finance.knect365.com/fundforum-international FundForum International SESSIONS 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

INVITATION ONLY - EFAMA CEO & Regulators Session

14:15 - 15:45 Networking - By Invitation Only

Leading Regulators & Leading CEOS

Participants

Peter de Proft, EFAMA

Christian Dargnat, Formerly BNP PARIBAS ASSET MANAGEMENT

The FundForum 2016 Future Of Asset Management After Party

16:15 - 18:30 Main agenda

• Wind-down from an incredible FundForum and discuss the controversial conclusions of our show- stopping finale. • Join investment management leaders for great drinks, food and informal networking among FundForum’s experiential features and unique film footage. Compare notes on the future direction of your business and assess the implications for yourself on the shape that next era of investment management has to take in order to grow and flourish. • Sign up for contributing to one of our 365 Research projects following the key findings • Raise your profile, contribute ot our video gallery of thoughtleaders and record your views on the future for global distribution across our media channels.

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

TIME MAIN AGENDA BUSINESS FUTUREFINANCE INVESTMENT INVESTMENT INVESTOR NETWORKING NETWORKING - TECHNOLOGY LEADERS FORUM STRATEGY TRENDS & INSIGHT HUB BY INVITATION TRENDS & FORUM FORUM TALENT HUB ONLY TALENT HUB

08:00 08:45 - Early Bird 08:45 - Investor Knowledge & Insight Hub - Networking Maverick Insights Into A New Fund Order: Dysfunctions and Disrupters In The City

09:00 09:25 - Opening Grand Plenary: Chairman's Welcome 09:30 - Leadership, Talent & Remuneration In The Agile Business 09:55 - FundForum Asia On Tour 2016

10:00 10:30 - Powerhouse Elite In Motion 2016: New Metrics For Success Or Relegation

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

11:00 11:00 - Morning 11:40 - CMU, The 11:40 - Next 11:10 - Investment 11:05 - Investor Coffee and Pan European Generation Income Trends & Talent Insight Hub - Networking Pension & Long Products & Hub - Asia Investor European Insurers Sessions Term Investment Solutions: The New Insight - With Flux Comes Strategy Fixed Income Understanding The Opportunity For 11:35 - Chair Portfolio: How Investment Asset Managers Investment Traditional Fixed Attitudes Of the Strategy Forum Income, New Generation of Unconstrained and Chinese Hedge Funds Are Entrepreneurs & Now Making The Sophisticated End New Mix Investors

12:00 12:20 - Combining 12:20 - Innovations 12:20 - Peer To Behavioural On The Peer & Equity Science And Digitalisation Of Crowdfunding Military Decision The Wholesale Making For Investment Value Business Agility Chain

13:00 13:00 - Lunch and 13:30 - Investment 13:30 - A 13:25 - Technology Networking Trends & Talent Booksigning And Trends & Talent Sessions Hub - New Fund An Informal Q&A Hub - Ways Of Showcase With With… Using Innovative 13:25 - Investor Live Intermediary Technology To Insight Hub - The Investor Feedback Increase Financial Digital Inclusion Masterclasses - How To Build Online Reputation : Tell Your Corporate Story And Win New AUM

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

14:00 14:10 - Chair 14:15 - Fund 14:15 - Out Of 14:15 - New 14:15 - INVITATION FutureFinance Selector Insight - Industry Mindshift Products - Real ONLY - EFAMA CEO Forum German Speaking 1: The Rise Of Assets - New & Regulators Europe HNW & Social Selling & Thinking Around Session 14:10 - Chair Family Offices The Death Of Investment in Business Leaders Traditional Asset Natural Assets, Forum 14:55 - Fund Management Energy, Oil, Selector Insight - Commodities & Switzerland 14:35 - Making It Gold Distribution Special Happen: Hybrid Focus Robo-Advisory 14:55 - New Credit Version 2.0 Products - Next Generation Alternative Financing Takes Off

finance.knect365.com/fundforum-international FundForum International SCHEDULE 6 - 8 June 2016 InterContinental MAIN CONFERENCE DAY 3 - 08/06/2016 Berlin

15:00 15:15 - Out Of Industry Mindshift 2: Towards A Demand Driven Industry 15:35 - FundForum 2016 Conclusion 15:40 - Investment Management Thoughtleaders Discussion: Which business models are best placed to deliver investment solutions that ensure end investors lifetime financial needs and security– and who will be their business partners of choice in order to reach new customers?

16:00 16:15 - The FundForum 2016 Future Of Asset Management After Party

finance.knect365.com/fundforum-international