Agenda

Pre-Conference Day, September 18th 2011

16:00: Registration desk open
20:00: Dinner at the hotel, "Spalatum" Restaurant
22:00: Evening Program

Day One, September 19th 2011

08:00

Registration

09:00

Opening Comments

Mr. Dubravko Štimac, Head of Croatian Association of Pension Funds
Mrs Martina Dalić, M.Sc., Minister of Finance

10:00

Global Macro View

Bernd Weidensteiner, responsible for Commerzbank's US forecast, Commerzbank

10:30

Eurozone Problems (PIIGS)

Alexander Koch CFA, senior Economist, Unicredit Munich

11:00

Interest Rate Developments and Its Influence on Fixed Income Instruments

Mohit Kumar, Head of Euroland and UK Interest Rates Strategy, Deutsche bank

11:30

Coffee Break

12:00

Global Asset Allocation

Christian Mueller-Glissmann CFA, senior European Equity Portfolio strategist at Goldman Sachs

12:30

Global Equity Markets Outlook

Mislav Matejka CFA, Head of European Equity Strategy, J.P. Morgan

13:15

Lunch

14:30

Rise of Cross-Asset Correlations

Dr. Marko Kolanović, Global Head of Equity Derivatives and Delta One Strategies, J.P. Morgan

15:00

Investing in European Equities: Mind the Pitfalls

Gerhard Schwarz CEFA, Head of Equity Strategy at Baader Bank

15:30

Pension Fund Panel; "Cross country comparison: "new" and "old" pension reform models"

Moderator:
Dinko Novoselec, President of Management Board of Allianz ZB, Mandatory Pension Fund

Panellists:
Crinu Andanut, Board Member of Romanian Pension Fund Association, CEO of Allianz Tiriac Pension Fund
James Walsh, Senior Policy Adviser, Workplace Pensions, National Association of Pension Funds (NAPF), United Kingdom
Ing. Machanec Thomas, MBA, Ministry of Social Affairs, Adviser to the Minister, Czech Republic

20:00

Dinner at the hotel, "Spalatum" Restaurant

22:00

Evening Program

Day Two, September 20th 2011

10:00

Ahead of Parliament Elections – Political Party Strategist Debate on Economy

Dr. Branko Grčić, SDP, Croatian Social Liberal Party
Domagoj Ivan Milošević Deputy Prime Minister, HDZ, Croatian Democratic Union
Dr. Dragan Kovačević, HNS, Croatian People's Party - Liberal Democrats

11:00

Coffee Break

11:30

CEE Equity Outlook

Henning Eßkuchen, Co-Head Erste Equity Research

12:00

Commodity Outlook - Metals and Mining

Klaus Küng, Head of Metals & Mining, Raiffeisen Centrobank

12:30

Commodity Outlook - Key Drivers for Oil, Gold and Agriculture

Stefan Meinhold, Senior Product Specialist, DWS Investments

13:00

Emerging Markets

Adam Lessing, Head of Austria and EEM, Fidelity International

13:30

Lunch

14:30

Investors Future in Transition Economies

Moderator:
Josip Jagić, business hr

Panellists:
Tomislav Ridzak, Senior Advisor at Croatian National Bank
Dušan Munđar, Assistant, Faculty of Organization and Informatics, Varaždin
Renata Gecan Milek, CEO, Raiffeisen Invest d.o.o.
Andraž Grahek, Head of Asset Management, KD Skladi družba za upravljanje, d.o.o.
Mag. Christa Bernbacher, Head of CEE, Raiffeisen Capital Management

16:00