Join us for this exclusive event Sovereign Wealth Fund Forum 2011 When & Where October 23 – 25, 2011 Fairmont Le Montreux Palace Grand Rue 100 Montreux Switzerland The SWF Forum will be held in late October in Switzerland. The Sovereign Wealth Fund Institute has created the SWF Forum for Sovereign Wealth Funds, State Investment Corporations, Sovereign Wealth Enterprises, State Owned Enterprises, Central Banks, Government Funds, and Governmental Pension Funds to meet and discuss relevant topics in the Sovereign Wealth Space. We propose an information-driven, marketing-free forum where attendees share insights, engage in forward-looking discussions and learn relevant, timely market intelligence. This is an exclusive event for institutional investors and C-Level Investment Executives who want to interact and build relationships. Discussions and presentations are purely educational. Significant emphasis is placed on peer to peer interactions, with sufficient networking time built into each engagement. The SWF Forum is a private event. No press is allowed. Sovereign Attendees* are not required to pay a registration fee. *The SWFI reserves the right to designate who can qualify as a Sovereign Attendee. Register Today! Seating is Limited +1 (415) 717-6912 [email protected]Our last event had representation from 18 countries and over $920 Billion in capital October 23 - 25, 2011 Fairmont Le Montreux Palace - Switzerland To register online: http://www.swfforum.com Material Dated: 6/23/2011 - For the latest version, please visit www.swfforum.com hosted by the Sovereign Wealth Fund Institute FORUM SWF
Transcript
Preliminary Agenda
Early Arrivals Check-In & Cocktails Hors d’ouevres & Canapés
Sunday, October 23, 2011
Join the Sovereign Wealth Fund Institute and fellow attendees for cocktails, hors d’ouevres, and canapés at 6:00pm. We understand that traveling can be exhausting; therefore, to accommodate everyone’s schedule, the event will be held on an open-flow basis.
General Sessions Monday, October 24, 2011
7:30 - 8:30am Breakfast
8:30 - 9:00am Sovereign Wealth Fund Institute: Welcome & Introductions
9:00 - 9:30am Opening Keynote Address
9:30 - 10:30am Investment Strategies & Asset Allocation for 2011 and Beyond
10:30 - 11:00am Networking / Break
11:00 - 12:00pm Private Equity & Co-Investments
12:00 - 1:00pm Lunch / Break
1:00 - 2:00pm Institutional Real Estate Current Environment and Trends
A. Institutional Investor-Only Session moderated by Michael Maduell (SWFI)
B. Investment Manager-Only Session moderated by Carl Linaburg (SWFI)
2:00 - 3:00pm Blended Session: An exchange of viewpoints between investors and investment managers - moderated by Michael Maduell & Carl Linaburg (SWFI)
3:00 - 6:30pm Afternoon Networking Event: Lawn Games
6:30 - 7:30pm Cocktail Reception
7:30 - 9:00pm Welcome Dinner - Sponsored by Wilshire Associates
General Sessions Tuesday, April 5, 2011
7:00 - 8:00am Breakfast
8:00 - 8:15am Welcome Remarks
8:15 - 8:45am The Landscape & Opportunities in Developed and Emerging Markets
Alfred Evans, Founder and Chief Executive Officer
Islan Asset Management
Phil Cooper, Co-Founder and Managing Partner
Lincoln Vale
10:00 – 10:30am Keynote Speaker
10:30 – 11:00am Networking / Break
11:00 – 12:00am Special Opportunities: Direct Investments and Other Alternatives
12:00 - 1:00pm Luncheon
1:00 – 2:00pm Risk Management, Geopolitics, and Tail Risks
2:00 – 3:00pm Lessons Learned & Advice for the Future
3:00 – 3:45pm Market Intelligence: Group Discussion & Wrap Up
Register Online @
www.swfforum.com
Seating is on a first-come first-serve basis
Network, Learn, and GrowThe Sovereign Wealth Fund Institute (SWFI) is the leading research institution dedicated to studying, publishing, and analyzing the sovereign wealth fund space.
Register today to reserve your spot for this rare opportunity to learn, network, and build relationships with sovereign funds, governmental pension funds, and other unique investors in an exclusive resort setting.
Airport Travel
Geneva-Cointrin – Geneva International Airport is the nearest airport to the Fairmont Le Montreux Palace.
Limited Amount of Seats
Once we reach our number of attendees, we will close the event to prevent further registration.
Attire
During the event, it is expected for attendees to dress in professional business attire. Also bring casual clothes, shorts, and comfortable shoes for other activities.Hotel Reservations
The Sovereign Wealth Fund Institute has a limited number of discounted guest rooms available at the Fairmont Le Montreux Palace. These rooms will be available on a first-come-first-serve basis. The negotiated package will not be available after they are filled either/or before late August 2011.
After registering for the Sovereign Wealth Fund Forum 2011, we will send out the hotel link. We have a web portal set up to book the discounted guest rooms.
Peter J. Eichler, Jr, Founder and Chief Executive Officer
Aletheia Research and Management Inc.
Ted M. Leary, President
Crosswater Realty Advisors
2:15 - 3:30pm Market Intelligence: Group Discussion & Wrap-up
What Makes the SWF Summit Unique?
Panel discussions with various professionalsInsightful dialogue by industry leaders and expertsInteractive sessions engaging all attendeesIndustrious networking event
Less than 20 seats remain, secure your spot by registering todayThe Sovereign Wealth Fund Institute (SWFI) is the leading research institution dedicated to
studying, publishing, and analyzing the sovereign wealth fund space.
Register today to reserve your spot for this rare opportunity to learn, network, and build
relationships with sovereign funds, governmental pension funds, and other unique investors in
an exclusive resort setting.
Join us for this exclusive eventSovereign Wealth Fund Forum 2011
When & Where
October 23 – 25, 2011Fairmont Le Montreux Palace
Grand Rue 100
Montreux
Switzerland
The SWF Forum will be held in late October in Switzerland. The Sovereign Wealth Fund Institute has created the SWF Forum for Sovereign Wealth Funds, State Investment Corporations, Sovereign Wealth Enterprises, State Owned Enterprises, Central Banks, Government Funds, and Governmental Pension Funds to meet and discuss relevant topics in the Sovereign Wealth Space.
We propose an information-driven, marketing-free forum where attendees share insights, engage in forward-looking discussions and learn relevant, timely market intelligence. This is an exclusive event for institutional investors and C-Level Investment Executives who want to interact and build relationships. Discussions and presentations are purely educational. Significant emphasis is placed on peer to peer interactions, with sufficient networking time built into each engagement.
The SWF Forum is a private event. No press is allowed.
Sovereign Attendees* are not required to pay a registration fee.*The SWFI reserves the right to designate who can qualify as a Sovereign Attendee.
Our last event had representation from 18 countries and over $920 Billion in capital
October 23 - 25, 2011Fairmont Le Montreux Palace - Switzerland
To register online:http://www.swfforum.com
Material Dated: 6/23/2011 - For the latest version, please visit www.swfforum.com
hosted by the Sovereign Wealth Fund Institute
FORUMSWF
Preliminary Agenda
Early Arrivals Check-In & Cocktails Hors d’ouevres & Canapés
Sunday, October 23, 2011
Join the Sovereign Wealth Fund Institute and fellow attendees for cocktails, hors d’ouevres, and canapés at 6:00pm. We understand that traveling can be exhausting; therefore, to accommodate everyone’s schedule, the event will be held on an open-flow basis.
General Sessions Monday, October 24, 2011
7:30 - 8:30am Breakfast
8:30 - 9:00am Sovereign Wealth Fund Institute: Welcome & Introductions
9:00 - 9:30am Opening Keynote Address
9:30 - 10:30am Investment Strategies & Asset Allocation for 2011 and Beyond
10:30 - 11:00am Networking / Break
11:00 - 12:00pm Private Equity & Co-Investments
12:00 - 1:00pm Lunch / Break
1:00 - 2:00pm Institutional Real Estate Current Environment and Trends
A. Institutional Investor-Only Session moderated by Michael Maduell (SWFI)
B. Investment Manager-Only Session moderated by Carl Linaburg (SWFI)
2:00 - 3:00pm Blended Session: An exchange of viewpoints between investors and investment managers - moderated by Michael Maduell & Carl Linaburg (SWFI)
3:00 - 6:30pm Afternoon Networking Event: Lawn Games
6:30 - 7:30pm Cocktail Reception
7:30 - 9:00pm Welcome Dinner - Sponsored by Wilshire Associates
General Sessions Tuesday, April 5, 2011
7:00 - 8:00am Breakfast
8:00 - 8:15am Welcome Remarks
8:15 - 8:45am The Landscape & Opportunities in Developed and Emerging Markets
Alfred Evans, Founder and Chief Executive Officer
Islan Asset Management
Phil Cooper, Co-Founder and Managing Partner
Lincoln Vale
10:00 – 10:30am Keynote Speaker
10:30 – 11:00am Networking / Break
11:00 – 12:00am Special Opportunities: Direct Investments and Other Alternatives
12:00 - 1:00pm Luncheon
1:00 – 2:00pm Risk Management, Geopolitics, and Tail Risks
2:00 – 3:00pm Lessons Learned & Advice for the Future
3:00 – 3:45pm Market Intelligence: Group Discussion & Wrap Up
Register Online @
www.swfforum.com
Seating is on a first-come first-serve basis
Network, Learn, and GrowThe Sovereign Wealth Fund Institute (SWFI) is the leading research institution dedicated to studying, publishing, and analyzing the sovereign wealth fund space.
Register today to reserve your spot for this rare opportunity to learn, network, and build relationships with sovereign funds, governmental pension funds, and other unique investors in an exclusive resort setting.
Airport Travel
Geneva-Cointrin – Geneva International Airport is the nearest airport to the Fairmont Le Montreux Palace.
Limited Amount of Seats
Once we reach our number of attendees, we will close the event to prevent further registration.
Attire
During the event, it is expected for attendees to dress in professional business attire. Also bring casual clothes, shorts, and comfortable shoes for other activities.Hotel Reservations
The Sovereign Wealth Fund Institute has a limited number of discounted guest rooms available at the Fairmont Le Montreux Palace. These rooms will be available on a first-come-first-serve basis. The negotiated package will not be available after they are filled either/or before late August 2011.
After registering for the Sovereign Wealth Fund Forum 2011, we will send out the hotel link. We have a web portal set up to book the discounted guest rooms.
Peter J. Eichler, Jr, Founder and Chief Executive Officer
Aletheia Research and Management Inc.
Ted M. Leary, President
Crosswater Realty Advisors
2:15 - 3:30pm Market Intelligence: Group Discussion & Wrap-up
What Makes the SWF Summit Unique?
Panel discussions with various professionalsInsightful dialogue by industry leaders and expertsInteractive sessions engaging all attendeesIndustrious networking event
Less than 20 seats remain, secure your spot by registering todayThe Sovereign Wealth Fund Institute (SWFI) is the leading research institution dedicated to
studying, publishing, and analyzing the sovereign wealth fund space.
Register today to reserve your spot for this rare opportunity to learn, network, and build
relationships with sovereign funds, governmental pension funds, and other unique investors in
an exclusive resort setting.
Join us for this exclusive eventSovereign Wealth Fund Forum 2011
When & Where
October 23 – 25, 2011Fairmont Le Montreux Palace
Grand Rue 100
Montreux
Switzerland
The SWF Forum will be held in late October in Switzerland. The Sovereign Wealth Fund Institute has created the SWF Forum for Sovereign Wealth Funds, State Investment Corporations, Sovereign Wealth Enterprises, State Owned Enterprises, Central Banks, Government Funds, and Governmental Pension Funds to meet and discuss relevant topics in the Sovereign Wealth Space.
We propose an information-driven, marketing-free forum where attendees share insights, engage in forward-looking discussions and learn relevant, timely market intelligence. This is an exclusive event for institutional investors and C-Level Investment Executives who want to interact and build relationships. Discussions and presentations are purely educational. Significant emphasis is placed on peer to peer interactions, with sufficient networking time built into each engagement.
The SWF Forum is a private event. No press is allowed.
Sovereign Attendees* are not required to pay a registration fee.*The SWFI reserves the right to designate who can qualify as a Sovereign Attendee.
Our last event had representation from 18 countries and over $920 Billion in capital
October 23 - 25, 2011Fairmont Le Montreux Palace - Switzerland
To register online:http://www.swfforum.com
Material Dated: 6/23/2011 - For the latest version, please visit www.swfforum.com
hosted by the Sovereign Wealth Fund Institute
FORUMSWF
Preliminary Agenda
Early Arrivals Check-In & Cocktails Hors d’ouevres & Canapés
Sunday, October 23, 2011
Join the Sovereign Wealth Fund Institute and fellow attendees for cocktails, hors d’ouevres, and canapés at 6:00pm. We understand that traveling can be exhausting; therefore, to accommodate everyone’s schedule, the event will be held on an open-flow basis.
General Sessions Monday, October 24, 2011
7:30 - 8:30am Breakfast
8:30 - 9:00am Sovereign Wealth Fund Institute: Welcome & Introductions
9:00 - 9:30am Opening Keynote Address
9:30 - 10:30am Investment Strategies & Asset Allocation for 2011 and Beyond
10:30 - 11:00am Networking / Break
11:00 - 12:00pm Private Equity & Co-Investments
12:00 - 1:00pm Lunch / Break
1:00 - 2:00pm Institutional Real Estate Current Environment and Trends
A. Institutional Investor-Only Session moderated by Michael Maduell (SWFI)
B. Investment Manager-Only Session moderated by Carl Linaburg (SWFI)
2:00 - 3:00pm Blended Session: An exchange of viewpoints between investors and investment managers - moderated by Michael Maduell & Carl Linaburg (SWFI)
3:00 - 6:30pm Afternoon Networking Event: Lawn Games
6:30 - 7:30pm Cocktail Reception
7:30 - 9:00pm Welcome Dinner - Sponsored by Wilshire Associates
General Sessions Tuesday, April 5, 2011
7:00 - 8:00am Breakfast
8:00 - 8:15am Welcome Remarks
8:15 - 8:45am The Landscape & Opportunities in Developed and Emerging Markets
Alfred Evans, Founder and Chief Executive Officer
Islan Asset Management
Phil Cooper, Co-Founder and Managing Partner
Lincoln Vale
10:00 – 10:30am Keynote Speaker
10:30 – 11:00am Networking / Break
11:00 – 12:00am Special Opportunities: Direct Investments and Other Alternatives
12:00 - 1:00pm Luncheon
1:00 – 2:00pm Risk Management, Geopolitics, and Tail Risks
2:00 – 3:00pm Lessons Learned & Advice for the Future
3:00 – 3:45pm Market Intelligence: Group Discussion & Wrap Up
Register Online @
www.swfforum.com
Seating is on a first-come first-serve basis
Network, Learn, and GrowThe Sovereign Wealth Fund Institute (SWFI) is the leading research institution dedicated to studying, publishing, and analyzing the sovereign wealth fund space.
Register today to reserve your spot for this rare opportunity to learn, network, and build relationships with sovereign funds, governmental pension funds, and other unique investors in an exclusive resort setting.
Airport Travel
Geneva-Cointrin – Geneva International Airport is the nearest airport to the Fairmont Le Montreux Palace.
Limited Amount of Seats
Once we reach our number of attendees, we will close the event to prevent further registration.
Attire
During the event, it is expected for attendees to dress in professional business attire. Also bring casual clothes, shorts, and comfortable shoes for other activities.Hotel Reservations
The Sovereign Wealth Fund Institute has a limited number of discounted guest rooms available at the Fairmont Le Montreux Palace. These rooms will be available on a first-come-first-serve basis. The negotiated package will not be available after they are filled either/or before late August 2011.
After registering for the Sovereign Wealth Fund Forum 2011, we will send out the hotel link. We have a web portal set up to book the discounted guest rooms.
Peter J. Eichler, Jr, Founder and Chief Executive Officer
Aletheia Research and Management Inc.
Ted M. Leary, President
Crosswater Realty Advisors
2:15 - 3:30pm Market Intelligence: Group Discussion & Wrap-up
What Makes the SWF Summit Unique?
Panel discussions with various professionalsInsightful dialogue by industry leaders and expertsInteractive sessions engaging all attendeesIndustrious networking event
Less than 20 seats remain, secure your spot by registering todayThe Sovereign Wealth Fund Institute (SWFI) is the leading research institution dedicated to
studying, publishing, and analyzing the sovereign wealth fund space.
Register today to reserve your spot for this rare opportunity to learn, network, and build
relationships with sovereign funds, governmental pension funds, and other unique investors in
an exclusive resort setting.
Join us for this exclusive eventSovereign Wealth Fund Forum 2011
When & Where
October 23 – 25, 2011Fairmont Le Montreux Palace
Grand Rue 100
Montreux
Switzerland
The SWF Forum will be held in late October in Switzerland. The Sovereign Wealth Fund Institute has created the SWF Forum for Sovereign Wealth Funds, State Investment Corporations, Sovereign Wealth Enterprises, State Owned Enterprises, Central Banks, Government Funds, and Governmental Pension Funds to meet and discuss relevant topics in the Sovereign Wealth Space.
We propose an information-driven, marketing-free forum where attendees share insights, engage in forward-looking discussions and learn relevant, timely market intelligence. This is an exclusive event for institutional investors and C-Level Investment Executives who want to interact and build relationships. Discussions and presentations are purely educational. Significant emphasis is placed on peer to peer interactions, with sufficient networking time built into each engagement.
The SWF Forum is a private event. No press is allowed.
Sovereign Attendees* are not required to pay a registration fee.*The SWFI reserves the right to designate who can qualify as a Sovereign Attendee.
