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Organized by An event by: November 21 st – 22 nd , 2011 Hotel De La Paix Free entrance upon registration on:

PROGRAM. Organized by An event by: November 21 st – 22 nd , 2011 Hotel De La Paix Free entrance upon registration on: Via Cattori , 18 – LUGANO www.LuganoFundForum.ch. Program – Monday, 21 st November (morning session). Program – Monday, 21 st November (afternoon session).

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Organized by An event by: November 21 st – 22 nd , 2011 Hotel De La Paix Free entrance upon registration on:

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  1. PROGRAM Organized by An event by: November 21st – 22nd, 2011 Hotel De La PaixFree entrance upon registration on: Via Cattori, 18 – LUGANO www.LuganoFundForum.ch

  2. Program – Monday, 21st November(morning session) Program – Monday, 21st November(afternoon session) • 9.00-9.05 Opening ceremony • 9.05-9.30 PAOLA BISSOLI (Saint George Capital Mgmt) • 9.30-10.30 ANDREW COHEN, Business Manager (Bloomberg) "Risk & Return: Looking around the corner" (ENG) • 10.30-11.00 MIKE TURNER, Head of Global Strategy & Asset Allocation (Aberdeen AM) “Macro-Analysis” (ENG) • 11.00-11.15 Coffee break • 11.15-12.15 Meeting with successful entrepreneurs: - LIRIO PARISOTTO (Top Brazilian investor) - ERNESTO PREATONI (Real Estate entrepreneur) - Name to be disclosed • 12.15-12.45 EMMANUEL HAUPTMANN, Sr. Fund Manager, (Reyl AM) “Emerging markets inefficiencies and bottom-up opportunities” (ENG) • 12.45-13.15 JONATHAN STANFORD, Partner and PM (Arkos Capital) “Convertible Bonds Today” (ITA/ENG) • 13.15-14.15 Buffet • 14.15-14.45 CHRISTEL RENDU DE LINT, Head of Fixed Income Team (UBP-Geneva) “FixedIncome - Howto navigate in a period of uncertainty and illiquidity” (ENG) • 14.45-15.45 PANEL – ”Behind the Crisis: Are Emerging Markets Ready for Decoupling?” (ENG) MIKE TURNER (Aberdeen AM); François Savary, CIO (Reyl & CIE); Enrico Camera (Arkos Capital) • 15.45 -16.15ANTONIO FOSSETTI (Deloitte) “IntroduzionesullanuovaLICol” (ITA) • 16.15-16.30 Coffee break • 16.30 -17.00SAMUELE LA ROCCA, (ActivTrades) “The multi-account management offer for independent asset managers” (ITA) FOREX SECTION • 17.30-18.00 ANTONIO CARNEVALE (Forex trader) “La strategia  “barbell” nella gestione di un portafoglio di investimento: come sfruttare la leva e la liquidità del forex” (ITA) -SponsoredbyActivTrades- • 18.00-18.30ERIK SCHAFHAUSER, Vice President Client Trading Services (Saxo Bank) “Trends in FX and our view of what is to come” (ENG) • 18.30-20.00 SAXOBAR - PR cocktail sponsored by Saxo Bank

  3. Program – Tuesday, 22nd November(morning session) Program – Tuesday, 22nd November(afternoon session) • 9.00-9.30 Opening • 9.30-10.00SAMUELE LA ROCCA (ActivTrades) “The multi-account management offer for independent asset managers” (ITA) • 10.00—10.30 KENNETH AKINTEWE, Fixed Income PM - Asia Pacific team (Aberdeen AM) “Analysis on Emerging markets: investing in bond in Asia” (ENG) • 10.30-11.00LIRIO PARISOTTO (Top Brazilian investor) “Analysis on Emerging markets: LATAM” (ITA) - Sponsored by LUX CAPITAL- • 11.00-11.15 Coffee break • 11.15-12.00 EUGENIO NAMOR (ChairmanAnthilia Capital Partners SGR) “Opportunità e sfide per l'industria dell'Asset Management in Italia” (ITA) -Sponsoredby RISKART- • 12.00-13.15 PANEL – “Impact of new regulations (LICol., Fatca …) on Asset Management in Switzerland” (ITA) Marianne Volontè (Law&Finance); Antonio Fossetti (Deloitte), Matthaeus Den Otter (Swiss Fund Association), Gianluca Tadiello (Amicorp Fund Services) • 13.15-14.15 Buffet COMMODITY SECTION • 14.15-14.45 ANDREA GENTILINI, PM fund precious metals (UBP) “Analysis on gold and other precious metals” (ITA) • 14.45-15.15MATHIEU VINSON, Head of Distribution Romandie & Ticino (iShares) “Investing in Commodity Producers made Easy – Agribusiness / Oil & Gas / Gold” (ENG) • 15.15-15.30 Coffee break • 15.30-16.00 MAURIZIO MAZZIERO (Independent commodity analyst) “Analysis on crude oil, natural gas, industrial metals” (ITA) • 16.00-17.00 PANEL – “Risk and opportunities in investing in commodities” M. Mazziero; A. Gentilini (UBP); Angelo Ciavarella (ActivTrades) • 17.30-18.00 End of works N.B.: This program is a draft only. Schedule, speakers and topics are subject to changes. In order to be updated on eventual amendments, please register yourself on www.LuganoFundForum.ch or visit the website at the “Seminars&Panels” section.

  4. Espositori & Sponsor Media Partner

  5. November 21st - 22nd Hotel De La Paix Via Cattori, 18 - LUGANO Organized by “The  Lantern” Research  SaglCorsoElvezia, 106900 – Lugano (CH) Contact:Riccardo Esposito (CEO)Tel. +41 (0)91 224 72 50email: events@LanternResearch.com website: www.LanternResearch.com

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