The Next Frontier for Asset Management Thursday 2018, 22Nd November, 1 to 7 Pm, Park Hyatt Zürich

13. SWISS FUND DAY 2018 FundTech: The next frontier for Asset Management Thursday 2018, 22nd November, 1 to 7 pm, Park Hyatt Zürich

Conference Theme The “uber moment” hasn’t arrived yet in the Funds and Asset Management sector. Never less the developments in financial technology, and the innovation pioneered by fintech companies comprising the asset management sector, have the potential to make a big difference to the value chain. Increased competition can bring lower costs across the investment process. Cou- pled with better distribution and greater efficiency, one could arguably expect that to be trans- lated into higher net returns and better margins. But recent reports show that only 10% of raised start-up capital flows into start-up investment in Asset Management, but 73% in Re- tail/SME, especially payment fintechs. Will the so called 4th industrial revolution pass by and let our industry in peace? Our speakers of this conference strongly believe the potential of the fintech revolution can be used as enabler for our industry. Exciting case studies from leading companies, practitioner and fintechs are presenting their use cases in the field of back office, processes, point-of-sales and compliance. And our traditional panel will controversially discuss is the final frontier has arrived in Asset Management already.

Event Agenda

13:30 Welcoming remarks by Damian Tobler, Partner Kendris AG

13:45 Introduction by Markus Fuchs, Managing Director SFAMA

14:00 How do New Technologies Impact the Strategy of a Global Asset Manager?, Joseph Pinto, Global Chief Operating Officer, AXA Investment Managers

14:30 State Street’s Investment in Advanced Technologies, Kirk Wylie, Principal Risk Architect, Senior Vice President, State Street

15:00 The Opportunity for Big Data & Machine Learning in Equity Investing, David Wright, EMEA Head of Product Strategy for the Systematic Active Equity (SAE), BlackRock

15:30 Coffee Break

16:00 Managing Complexity and Risk in Systematic Investing, Tom Howat, Chief Technology Officer, GAM – CANTAB Capital Partners, Cambridge

16:30 Blockchain Innovation and Artificial Intelligence for the Fund and Asset Management Industry, Zabrina Smith, VP Market Advocacy & Innovation Research, Northern Trust

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17:00 Panel discussion (will be held in German): "Millenials vs Dinosaurs – haben die Asset Manager den Anschluss verloren?". English: „ Millenials vs Dinosaurs – Did Asset Manager lose touch?“

Moderation: Anke Dembowski, Co-Founder & Managing Director Fondsfrauen GmbH

Confirmed Participants:

§ Stephanie K. Wickihalder, Credit Suisse (Schweiz) AG, Head Digital Initiative, Partnership & Control § Dr. Ella Rabener, Co-Founder & CMO Scaleable Capital § Jana Ebner, Senior Consultant Digital Banking, TME AG § Iwan Deplazes, Chairman of Asset Management Platform Switzerland

18:00 Aperitif and networking

More information is available under www.swissfundday.ch

About Swiss Fund Day Founded 2005 by several visionary industry representatives for having an own platform for IT, back- and middle office, and regulations topics. The main audiences are CxO, Head Operations and/or Head IT, or management responsible like Chief Data Officer, Chief Technology Officer etc. The event is an established community platform with over 150 attendees each year. The organisation committee chooses and select the advisory board. The main activities of the organisation committee are the fund raising, event planning and the financial anchor responsibility. It consists of two ExB members of State Street Global Exchange und Quartal Financial Solutions AG. The event is under the patronage of Swiss Fund und Asset Management SFAMA.

Target audience CxO, Head Operations and/or Head IT, or management responsible like Chief Data Officer, Chief Technology Officer

Number of Attendees 150 to 200

Language German (speeches can be held in English)

Organisation committee The organisation committee chooses and selects the advisory board. The main activities of the organisation committee are the fund raising, event planning and the financial anchor responsibility. It consists of two ExB members of State Street Global Exchange und Quartal Financial Solu- tions AG. The event is under the patronage of Swiss Fund und Asset Management SFAMA.

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Sponsoring packages

Benefits Premium Gold Platinum

Logo on the homepage www.swissfundday.ch X X X Logo on the official print invitation X X X Logo on the event brochure X X X Logo on screen during break X X X Catering X X X Numbers of attendees included 1 2 3 + Booth in the foyer (including an extra banner (max. X size 80cm) + Booth at the sideways X + Sponsor logo and company description (80 words) in X the event brochure

+ Booth in the foyer (including an extra banner (max. X size 80cm) + Banner in the entry X + Sponsor logo and company description (120 words) X in the event brochure

Fee excl. MWST 1‘950 2‘950 3‘950 CHF CHF CHF

Additional to the Gold and Platinum package: • Personalised invites per post or save-the-date/reminder emails • Registration process with logo of sponsor All addresses are kept and maintained by sponsor, the organization committee sees only the final invited person and company (reason: creation of name tag on the day of event) Up to 100 contacts = CHF 165 Up to 200 contacts = CHF 230 Up to 300 contacts = CHF 295 Up to 400 contacts = CHF 360 Up to 500 contacts = CHF 425

Location plan

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Extract of attendees list of the recent years 1741 Asset Management AG, Alliance Bernstein Suisse SA, Anassa Partners, Anlagestiftung und Vorstandsmitglied KGAST, Aquila & Co. AG, Aviva Investors Schweiz GmbH, AXA Investment Managers Schweiz AG, Baloise Asset Management, Bank am Bellevue, Bank J. Safra Sarasin Ltd, Bank Julius Baer & Co. Ltd., bank zweiplus ag, Banque Cantonale de Genève Asset Management, Black Rock Switzerland, Bank am Bellevue Banque Cramer & Cie, Banque Pictet & Cie S.A., Citibank (Switzerland) AG, compenswiss (Ausgleichsfonds AHV/IV/EO), Carnegie Fund Services, Credit Suisse AG, Cornèr Banca SA, Credit Suisse Funds AG, DZ PRIVATBANK, Deutsche Bank Asset Management, Dominicé & Co Asset Management, Eidg. Finanzmarktaufsicht, Falcon Privat- bank, Franklin Templeton Switzerland Ltd, Fisch Asset Management, Flossbach von Storch AG, Fondsdepot Bank GmbH, Fortuna Investment AG, FundPartner Solutions (Suisse) SA, GAM Invest Management (Schweiz) Ltd, Helvetica Property Investors, Henderson Global Investors, HSBC Global Asset Management (Switzerland) Ltd, IFM Independent Fund Management AG, ifsam Luxemburg, Jefferies (Switzerland) Ltd., JP Morgan, Jupiter Asset Management, LB(Swiss) Investment AG, LGT Fondsleitung AG, Morningstar Switzerland GmbH, Leonteq, LFG Holding SA, LUKB Expert Fondsleitung AG. Migros Bank, Partners Group AG, Pictet & Cie, Polleo Capital AG, RBC Investor Services Bank S.A., RobecoSAM AG, Sberbank (Switzerland), Schweiz. Mobiliar Asset Management AG, Schweizerische Nationalbank, Schroder Investment Management (Switzerland) AG, SCM Strategic Capital Management AG, SIX Financial Information Ltd., Skënderbeg Asset Management, Société Générale, State Street Bank GmbH, Munich, Zurich Branch, Swiss & Global Asset Management Ltd., Swiss Life Asset Managers, Swisscanto Asset Management Ltd., SYZ Asset Management, Threadneedle International Investments GmbH, UBS AG Global Asset Management, UBS Fund Management (Switzerland) AG, Vanguard Investments Schweiz GmbH, Vontobel Asset Management AG Zürich, zam asset management, Zurich Invest AG, Zürcher Kantonalbank

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