Tuesday, May 17, 2011

B&M Theocharakis
Foundation for the
Fine Arts and Music
9 Vas.Sofias Av. & 1 Merlin Str.
106 71, Athens

organized by


Financial Academy

About the Forum

After the success of the 1st Wealth Management Forum in 2010, Derivatives.gr presents the 2nd forum that will bring together top minds and professionals within the wealth management and private banking sector from Europe and USA to help wealthy investors to make the most of their wealth management decisions.

The forum will provide a comprehensive networking platform for businessmen, wealthy investors, professional investors & advisors and meanwhile it will deliver knowledge updates from leading industry professionals locally and abroad.

Some of the questions that participants will have the opportunity to answer and interact with the speakers of the panels are the following:

On the Wealth Management point of view:
  • How high-net-worth families can find competent fund managers?
  • What are the criteria for managers' selection?
  • Quantitative and Qualitative selection methods.
  • What is the secret to select the "best" fund manager?
  • What type of portfolio manager is best suited for a family office?
  • How important are fees in selecting the portfolio managers?
  • Is performance fee more effective than management fee or a balance of them?
  • How could wealthy investors monitor & evaluate their Private Bankers' services?
  • Do high net worth individuals get the right investment plan and advice?
  • Portfolio diversification approach using commodities
  • Traditional, non-benchmark asset management
  • The benefits of investing in Gold and Natural Resources
  • Investing in emerging markets
  • Have Wealth Investor's scope/strategies been altered/adjusted in the difficulties and new opportunities for the new decade?
  • How should Private Bankers manage effectively high net worth individuals' portfolios in the current risky environment?
  • Evaluation of the current situation in Greece and opportunities for wealthy investors.
On the Investment Outlook-Macro point of view:
  • Global Market Outlook. Sentiment surveys and high-frequency economic indicators over the last few months indicate that the global economic recovery is gathering pace. But risks linger in the face of high unemployment rates, elevated commodity & energy prices, the persisting euro area sovereign debt crisis.
  • Who is going to finance the US Budget Deficit?
  • What are the effects of the North African & Middle East up rise as well as the Japanese earthquake aftermath on the global markets?
  • Global rates & FX outlook. Increased inflation risks and policy normalization by major central banks point to higher market & policy rates in the period ahead.
  • Recent policy initiatives and implications to address the euro area sovereign debt crisis.
  • Greece and its Stabilility Programme. Overview of the Greek economy. EU/IMF adjustment programme, a baseline scenario and debt sensitivity analysis.
  • New Europe: Country outlook for 2011 and beyond
  • Can European Union overcome its own political deficiencies and ultimately its fiscal turmoil?
Diffusion and exchange of knowledge among high calibrate speakers will give you an insight about the current situation and the road ahead.