Roularta Seminars

Introduction

Trends/MoneyTalk and Morningstar are pleased to invite you to the sixth Fund Summit in Brussels on 8 February 2012.

The New Normal
Two major economic shocks in three years’ time have shaken the perspectives of the fund sector. At the same time, traditional risk boundaries have been severely challenged in the fixed income asset class. Risk averse customers continue to demand more secure investments products, but still with a return above inflation. The banking and insurance sector as a whole will have to meet to meet with new regulations (transparency, Basel II, Solvency II,…) in order to comply with the effort of the supervisors to restore financial stability and, by doing so, equally restore the confidence of customers. The restructuring of the financial sector will have an impact on the fund sector as well, with both positive and negative aspects.

Key discussion topics

  • The macro-economic and regulatory context.
  • Lessons learned from major economic shocks (2008-2011).
  • How will funds be managed and distributed in the future ?
  • How will the players adapt to The New Normal ?
  • What are the new investment opportunities ?

Keynote speakers

Claude Kremer Richard Romer-Lee Hugo Lasat Philippe Marchessaux Edwin Meysmans
Claude Kremer
President of Efama
Richard Romer-Lee
Joint Managing Director, OBSR - a Morningstar company
Hugo Lasat
Vice President BEAMA
Philippe Marchessaux
CEO, BNP Paribas Investment Partners
Edwin Meysmans
Vice President of the Belgian Association of Pension Institutions

Why you should attend

  • Inspiring keynote presentations on strategic topics
  • Breakout sessions for distribution and institutional markets
  • MoneyTalk Awards gala dinner

The MoneyTalk & Morningstar Fund Summit will bring together asset and fund managers, pension fund managers, private bankers, industry experts, CFOs and CEOs on key topics of concern for the industry in 2012.

Main partners MoneyTalk & Morningstar Fund Summit Cocktail partner MoneyTalk Awards
Amundi Asset Management  Axa Investment Managers BLI 
BNP Paribas Investment Partners
  Edmond de Rotschild Asset Management Benelux  Financiere de l´Echiquier
Henderson Global InvestorsInvesco  Oddo Asset Management  
Robeco - The Investments Engineers
NYSE Euronext  

Demo booth partners MoneyTalk & Morningstar Fund Summit
Bank of New York Mellon   Lazard Frères Gestion   Legg Mason

Citibank
Octo Technology
 The MoneyTalk & Morningstar Fund Summit and the MoneyTalk Awards are supported by
BeAMA   Pension Institutions

MoneyTalk is the leading Belgian personal finance weekly.
Morningstar Inc. is a leading provider of independent investment research.