Peer Reviews Of New FundForum International, July 2010… And Forward To 2011

Notes From The July Frontline:The World's Leading Asset Management Event In Perspective

With a new energy, 1100 top asset managers and distributors passionately discussed critical asset management issues.  With a fresh diversity of external opinion formers, launch of a CEO Regulator session, plus a cornerstone Product Innovation Thinktank, innovative Fund Selector sessions + Speednetworking the New FundForum International 2010 conference broke new ground.

2010 Synopsis

Over 35 Asset Management CEOs Attended NewFundForum International 2010 from Europe, US & Asia

35+ CEOS, many of who whom are new to FundForum such as

Jamie Broderick, CEO, Europe, J.P. MORGAN AM

John Flint, CEO, HSBC ASSET MAN.

Tom Rampulla, CEO UK, VANGUARD INV.

Nils Bolmstrand, CEO, SKANDIA INV. GROUP

Allan Polack, CEO, NORDEA SAVINGS & AM

not forgetting old friends such as

Philippe Marchessaux, CEO, BNP PARIBAS

INVESTMENT PARTNERS

Dominique Carrel-Billiard, CEO, AXA I.M.

Juan Alcaraz, Head, SANTANDER A.M

More Distributors & Fund Selectors Attended Than At Any Other Event

More Fund Selectors Than At Any Other Event

With 50+ Speaking, 200 Attending, connect with many new names as well as established distributor faces such as:

SKANDIA INVESTMENT, DEUTSCHE BANK, BARCLAYS WEALTH, MORGAN STANLEY PRIVATE WEALTH, EURIZON, HSBC MULTIMANAGER, UNICREDIT, TOWRY LAW, ABN AMRO PRIVATE BANK, LONDON PENSION AUTHORITY, PKA PENSION, ALLFUNDS, ARCHITAs, STOREBRAND, LGT ...

 

Special Focus On Building A Customer-Centric Business From The Boardroom Out

Special Focus Thursday: Bringing the customer to the heart of boardroom strategy, ensuring you stay relevant for the customer of the future

1. Five Pieces Of New Research: From IBM Institute for Business on plugging the trust gap to VODW on the new B2C marketing model

2. Plus Six Fresh Case Studies: Innovation In Transparency, Customer Advocacy And Web 2.0: FIDOR BANK, CAJA NAVARRA, ABN AMRO, T.ROWE PRICE …

3. Plus All-Day Top Boardroom Analysis: Massimo Tosato, Exec. Vice Chairman, SCHRODERS; Philip Warland, Head Of Public Policy, FIDELITY INTERNATIONAL

Regaining Trust: Discussion On Which Investment Approaches Will Investors Will Be Prepared To Adopt

How Must You Adapt Your Products & Distribution Strategy? Gain indepth knowledge, the hard details consumer group by consumer group.  For the first time at any major mutual fund event we present a deep focus on the consumer and their changing drivers, behaviour and product preferences.

New Thinktank On The Product Of Future That Delivers What It Says

Tomorrow’s Products, Tomorrow’s Customer: The Technical Do’s And Don’ts Of What is Going To Get Your Products Selected In the Future

Hear the latest thinking from hard-nosed product development experts, from PIONEER, ALLIANCE BERNSTEIN, SWIP, FIDELITY, PRINCIPAL GLOBAL INVESTORS, ROBECO, GAM...

2ND July 2010

Whole Day Special Focus On The Changing Distributor / Manufacturer Relationship At The Distribution Summit

Known for its intense discussion and high levels of interaction we present more Fund Selectors than ever before for 2010. With a whole new range of speakers drawn from sub-advisory, wholesale, private banks, wealth management and retail intermediaries or end distributors we will be intensely discussing one of the most critical practical issues facing asset management today - Redrawing The Distributor / Manufacturer Relationship For A New Era: Compensation, Partnerships, Transparency, Collaboration

10 Cutting Edge New Academic Research pieces were presented with 5 from research houses never before seen at FundForum
• Dr. Randolph B. Cohen, MIT SLOAN on the New Asset Allocation
• Suzanne Duncan, IBM INSTITUTE FOR BUSINESS VALUE on Plugging The Trust Gap
• Shiv Taneja, CERULLI ASSOCIATES on Forecasts And Trends 2010-2011:
• Hans Jürgen Schmolke, METRINOMICS on Distributor Preferences & Country Biases
• Benjamin Phillips, CASEY, QUIRK & ASSOCIATES LLC on New Metrics For Profitability:
• Lee Bryant, HEADSHIFT on Web 2.0 Innovation In Customer-Facing Financial Platforms
• Christophe Langlois, VISIBLE BANKING.COM on Customer Advocacy
• Patrick Dixon, Europe’s Leading Futurist, GLOBAL CHANGE LTD on New Consumer Behaviour, New Competitors, New Asset Management Rules:
• Roger Peverelli, VODW Marketing on Changing Drivers of Consumer Behaviour
Speednetworking and Other Brand New Structured Networking Featured Across The Event

In -Advance Peer To Peer Networking

NEW FEATURE MYFUNDFORUM ADVANCE E-NETWORKING Four Weeks Of Pre- Event Meeting Planning

At The Event: Four Days Intensive Face To Face Networking Opportunities

NEW: THE SECURE ELECTRONIC DELEGATE LIST STREAMED ONTO YOUR BLACKBERRY OR IPHONE: To Help Identify, Connect, on the day

NEW: FUND SELECTOR ASSET MANAGER SPEEDNETWORKING Day 1 15.50– see page 2

NEW: GENERAL MEET THE INDUSTRY SPEEDNETWORKING – Day 2 13.10 See page 2

NEW INFORMAL COUNTRY BY COUNTRY ROUNDTABLES WITH FUND SELECTORS Hear insights on France, German- Speaking Europe, Italy, Spain, BeNelux, Nordic Region & UK see page 3 & 4

NEW: FUND SELECTORS CLOSED DOOR PORTFOLIO SESSIONS: Top Portfolio Managers’ Showcase.

NEW: CEO/REGULATOR CLOSED DOOR BOARDROOM SESSION: Asset Manager CEOs and Regulators On Policy & Practice – in association with EFAMA and The Presidents’ Council. Contact Programme Director, Jenny Adams at Jadams@icbi.co.uk to inquire – See page 4 & 13

MORE SMALL GROUP CEO LUNCHES Every Day: Sign Up on the day

MORE CLOSE UP, INFORMAL Q&A WITH AN AUDIENCE WITH OUR KEYNOTE SPEAKERS & BOOKSIGNING: Every lunchtime have the unique opportunity to ask those awkward questions and get that booked signed from New FundForum's keynote speakers. Meet Lehman Insider. Lawrence McDonald on Day 1 lunch , and Hedge Fund Star and Football Activist Paul Marshall of Marshall Wace on Day 2 Lunch

Groundbreaking Launch Of The First Ever Asset Manager CEO and Regulator Summit Provided Much Food For Thought

A Unique First For The Industry. An Exclusive CEO Boardroom Summit With EFAMA: “Overcoming The Obstacles To Creating The Appropriate Europe-Wide Retirement Product That The Market Needs & Can Trust”  See EFAMA Industry Report April 2010

Glamourous Social Events Provided Another Key Focal Point of The Largest Gathering of Asset Manager Players and Leading Distributors.  

....and you still can't beat the Cote D'Azur for a location.

With our newly launched Fund Selector Only Dinner and VIP Drinks Reception, we also will be making sure that our famous evening socials are as attractive and effective as ever at enabling business to be done in the most informal and enjoyable way possible.

For further information please contact Ed Jones ejones@icbi.co.uk

The New FundForum 2011 Ideas Thinktank: We Are Always On The Look Out For New Innovations From Asset Managers And Distributors To Augment Our Annual One To One Objective Research. Let Us Know - Get In Touch With Jenny Adams, Programme Director, New FundForum International;  jadams@icbi.co.uk