www.cyprusfundssummit.com 2nd Announcement presents the 4th 11-13 November 2018 Hilton Park Hotel | Nicosia | Cyprus Speakers Include chairman Paul Forsyth Peter De Proft Jake Moeller Managing Partner, Director General, Head of Lipper UK & Ireland Apache Partners, EFAMA, Belgium Research, Refinitiv, UK UK Robert Parker Bernard Tancré Harris Georgiades Senior Adviser, Head of Business Solutions, Minister of Finance, International Capital Investment Fund Services, Republic of Cyprus Markets Association & Clearstream, Luxembourg Asset Management, UK Xavier R. Rolet Bernadette Leuzinger Stéphane Janin Former CEO, London Head of Operations, Crypto Head of Global Regulatory Stock Exchange Group, Fund AG, Switzerland Development, AXA Investment UK Managers, France Angelos Gregoriades, Peter Ivankay Stuart Corrigall Chairman, Project Manager, Blockchain Head of Product CIFA, Cyprus Lead, UBS Global Wealth Structuring EMEA, Management Innovation, BlackRock, UK Switzerland platinum Sponsor Gold Sponsors Silver Sponsors Driving partner Coffee Break Supported by Sponsor Summit Secretariat Media partners Under the Auspices Organizer The president of the Republic, Mr. Nicos Anastasiades Very professional from start to finish. The level of debate was excellent. Bishop & Sewell LLP, London Introduction The 4th International Funds Summit welcomes leading fund managers and administration specialists to evaluate the changing competitive landscape in the asset management services sector while collectively addressing international standardization, regulatory and legal compliance fulfillment criteria and challenges. 4th International Funds Summit The 4th International Funds Summit in Cyprus has been meticulously structured with the professionals’ needs and wants in mind, by providing ample time and natural situations for networking, all fostered by the Mediterranean island’s generous hospitality. Our objective is to provide the perfect environment for our delegates for knowledge and experience transfer through intimate conversations, interactive panel discussions, and first- class presentations by a world-renowned gathering of industry professionals and thought leaders on topics such as: • Regulatory Developments in Cyprus • Current Developments in the Funds Industry • Alternative Investment Funds • Key Considerations Relating to the Formation and Operations of Family Office by Fund Managers • Africa and Middle East • Brexit • The Fintech Revolution – Blockchain Cyber Security • Cross Border Distribution, Custody and Depositaries The Summit is organized by the Cyprus Investment Funds Association (CIFA) and IMH and is under the patronage of the President of the Republic. Summit Audience The Summit will be attended by senior finance and investment professionals representing funds based in Europe, the Middle East, North Africa, Asia, Russia and the USA. Specifically: Representing: • Chief Financial Officers (CFOs) • Investment Fund and Asset Management Companies • Chief Operations Officers (COOs) • Accounting, Audit and Tax Advisory firms • Asset and Fund Managers • Investment Banks and other Financial Institutions • Custodians • private Equity Firms • Family Offices • Fund Administrators • pension Funds • Legal Advisors specialising in the Funds Industry • Insurance Companies • International Media • Endowment Trusts • Tax Lawyers • Sovereign Wealth Funds Summit Details • 11-13 November 2018, Hilton Park Hotel, Nicosia • The Summit language will be English • The summit will be a three-day event. It will include a welcome cocktail, coffee breaks, networking lunches, dinner and optional activities • It will be attended by 450+ delegates • It will include keynote addresses, panel discussions, workshops and a parallel exhibition area where sponsors will have the opportunity to network with the delegates, promote their services and hold one to one meetings. Reasons to attend Customize your experience with Hear funds experts discuss networking breaks and lunches in order 1 the industry’s future to make the most out of the Summit 4 Gain insight into the industry Explore the political implications by hearing Europe’s top regulators 2 5 on the industry and learn how analyze the latest developments to move ahead Debate the latest tech developments Rub shoulders with an unmatched and what they mean for the funds speaker line-up of decision makers 3 industry and experts in the field 6 For further information, contact: IMH, Tel: +357 22 505663, e-mail: [email protected], www.cyprusfundssummit.com 3 Event Structure Day 1 (Sunday, 11 November 2018) 09:00-19:30 Delegates Arrival “ 19:30-21:30 Welcome cocktail for all delegates Extremely Day 2 (Monday, 12 November 2018) 08:30-09:00 Registration & Coffee renowned & 09:00-09:05 Introduction by the Summit Chairperson well informed 09:05-10:20 Official Welcome Addresses/Keynote presentations 10:20-11:20 Presentations and Q&A speakers 11:20-12:10 Networking Coffee Break “ 12:10-14:05 Presentations and Q&A ATG Fund Services, Cyprus 14:05-15:00 Networking Lunch 15:00-17:30 Presentations and Q&A 17:30-18:00 Closing Remarks - End of Day 1 19:30-22:30 Dinner at the presidential palace for Internation Delegates Day 3 (Tuesday, 13 November 2018) 08:30-09:00 Registration & Coffee 09:00-09:05 Introduction by the Summit Chairperson 09:05-10:30 Presentations and Q&A 10:30-11:15 Networking Coffee Break 11:15-12:10 Presentations and Q&A 12:10-13:00 Networking Lunch 13:00-13:55 presentations and Q&A 13:55-14:00 Closing Remarks 14:00-15:30 CIFA – Clearstream Workshop - Updates 4 Featured Speakers chairman Jake Moeller Xavier R. Rolet Angelos Gregoriades, Head of Lipper UK & Ireland Former CEO, London Chairman, Research, Refinitiv, UK Stock Exchange Group, UK CIFA, Cyprus Patrik Karlsson Harris Georgiades, Marianna Costea Director, Market Practice Minister of Finance, Compliance Manager, and Regulatory Policy, Republic of Cyprus Alter Domus (Cyprus) International Capital Limited Markets Association, UK Bernadette Leuzinger Bernard Tancré Hadi Al Alawi Head of Operations, Crypto Executive Director, Chairman and Founder, Fund AG, Switzerland Investment Fund Services, Al Hayat Group, Clearstream Banking, Kingdom of Bahrain Luxembourg Kyriacos Charalambides Julie Patterson Peter Ivankay Chief Investment Officer, Head of Asset Management, Project Manager, Blockchain Hanseatic Capital Regulatory Change, Lead, UBS Global Wealth Management Limited KPMG’s Regulatory Centre Management Innovation, of Excellence EMA, UK Switzerland Peter De Proft Stuart Corrigall Nitai Utkarsh Director General, Head of Product Structuring Lead - Investment EFAMA, Belgium EMEA, BlackRock, UK Strategy & Chairman’s Family Office, India Agathi Pafili, Antonis Rouvas Dr Antonis Houry Senior Regulatory Policy Board Member, Manager, Strategy and Advisor, European Fund Asset Management, Business Development, and Asset Management, Advisory Services, Wealth Management, Belgium KPMG Cyprus Eurobank Cyprus Cyprus Audit Committee Institute Robert Parker Demetra Kalogerou, Panikos Teklos Senior Adviser, Chair, Cyprus Partner, Risk Advisory & International Capital Securities Wealth Advisory Services Markets Association & and Exchange Leader, Deloitte Ltd Asset Management, UK Commission For further information, contact: IMH, Tel: +357 22 505663, e-mail: [email protected], www.cyprusfundssummit.com 5 Featured Speakers Stéphane Janin Andreas Yiasemides, Adi Divgi Head of Global Partner, In charge of President & CIO, EA Regulatory Development, Fund Services, Global LLC, USA AXA Investment PwC Cyprus Managers, France Alexios Kartalis, Andrey Movchan, Antonis Anastasiou, General Manager, CEO / Economic Program Managing Director, Alter GMM Global Money Fellow, Movchan’s Group / Domus Management Managers Ltd Carnegie Foundation for Peace Company, Luxembourg and Prosperity, Russia Paul Forsyth George W. SAMS, Itay Ruschkewitz, Managing Partner, CEO, Wealth Fund Partner and Complex Apache Partners, Services Finance Leader, PwC Israel UK Suresh V Swamy, Neofytos Neofytou, Tatiana Fafaliou, Partner – Financial Chairman / Managing CEO / Director, Folloe Services, PwC India Director, CIFA Tax Capital Investors Sam / Committee / Redimus Folloe Fund Vcic Services Ltd Gill Lofts, Memos Kotrozos, Robert Kingsmill, Partner and Leader, Chief Executive Partner, Resolute Asset Wealth and Asset Officer, Eurobank Fund Management, UK Management Practice, Management Lux, EY, UK Luxembourg Dimitri Tsopanakos Christos Kalogeris, Konstantinos Xanthis Head of Investment General Manager, Head Wealth Management Management Data & BOC Asset Operations, Eurobank Risk Analytics, Deloitte Management Ltd Cyprus LLP, UK Omeros Nishiotis Shelley Young George P. Nicolaou MSTA Chief Executive CEO and Founder, Senior Manager, Treppides Director and Chief InvesTAO, UK Funds Services Investment Officer, Fortified Capital Ltd Savvas Rigas Ayman Abouhend Partner, Treppides Funds CFA, CIO, Advisable Services Wealth Engines, USA 6 Agenda (Monday, 12 November 2018) 08:30-09:00 Registrations and Coffee 09:00-09:05 Chair’s Introduction Jake Moeller, Head of Lipper UK & Ireland Research, Refinitiv, UK 09:05-09:20 Welcome Address Angelos M. Gregoriades, President, Cyprus Investment Funds Association 09:20-09:30 Welcome Address Peter De Proft, Director General, EFAMA - European Fund and Asset Management Association, Belgium 09:30-09:45 Keynote Address The State of the Cyprus Economy Harris Georgiades, Minister of Finance, Republic of Cyprus 09:45-10:00 Keynote Address Financing the rise of Africa and