Archive for the ‘Switzerland’ Category
Tuesday, July 5th, 2011
The eighth marcus evans Elite Summit, held in Montreux this past May, maintained its position as the cornerstone of cutting edge networking for the financial advisors of Europe’s wealthiest families and UHNWI. An unparalleled programme delivered best practices from superior PWM expertise and in-depth one-on-one networking with top asset/fund managers and service providers.
It was kicked off by Chairman Gideon Rachman, of the Financial Times, with a concise global economic overview that unified all of the event sessions. Provocative keynotes spoke of looking inward to empower client portfolio potential by strengthening service structures, transparency and inter-family communication. It was a message aimed at stabilising family concerns and frustrations following the global crisis. The Founder of Lowenhaupt Global Advisors embodied this message by sounding a call to Family Offices for standards development aimed at the protection of both advisors and clients.
A series of in-depth case studies ranged all over the topic spectrum from integrated planning to behavioural finance. Clavis Family Office presented cutting edge research on a comprehensive system to pinpoint customised platforms for consolidation, administration and reporting. The audience got a neuroscience lesson from Wellershoff & Partners that clarified how brain physiology affects the investment decisions we make and what that can mean for performance.
The most stimulating and dynamic portion of the event were the two interactive panel forums. An assembly of leading economic experts, including the Chief Economist of Swiss Bankers Association and the Global Chief PWM Investment Strategist at Deutsche Bank, led the Global Economic Forum, which agreed that our financial future is still largely unknown. Following a lengthy debate over China, Greece and the US Dollar the concensus for buffering against the uncertainty to come was diversification and direct investment. Alternatively, the Family Office Forum, including Executive Director for Arkion’s MFO and Partner & CEO of Cape Capital, agreed that investment education is the biggest change affecting FO structure as post-crisis families attempt to take the reins of their own wealth management destiny.
The overall tone of the event was clear. The global financial sector is in a state of economic, regulatory and social transition. The key to riding out this storm will be strong balance of both fiscal and family oriented diversification, education and transparency that will achieve the governance and investment strategies to preserve performance into the post-crisis world.
And this is precisely what the ninth Elite Summit, this November 2011, will explore as it continues to advance Europe’s leading wealth managers into the new age of financial services with it’s powerful and holistic platform of innovative best practices and investment opportunities.
For more information please contact Daniela Trojakova at summits@marcusevanscy.com or visit the event website: http://www.elitesummit.com/GTMpr
Posted in Finance, Management, Switzerland, wealth management | No Comments »
Thursday, November 4th, 2010
News Release : October 21, 2010
Elite Summit 2010
Fairmont Le Montreux Palace, Montreux, Switzerland, 15 – 17 November 2010
www.elitesummit.com
Marc Moret, a keynote speaker at the marcus evans Elite Summit 2010 discusses the restructuring of the private wealth management sector.
Montreux, Switzerland, November 3, 2010 – FOR IMMEDIATE RELEASE
The traditional business model of private wealth management is rapidly becoming obsolete, according to Marc Moret, Founder of Lobnek Wealth Management. Wealth managers need to adapt to a new paradigm based on independence, full transparency, and cost efficiency. There has to be a complete alignment between the interests of the client and those of the wealth manager. A keynote speaker at the upcoming marcus evans Elite Summit 2010 in Switzerland, 15 – 17 November, Moret shares his thoughts on how the sector should restructure itself and which strategies are likely to perform well in the coming years.
What is challenging the wealth management sector right now?
Marc Moret: Coming out of the 2008 crisis, wealth managers are faced with a very difficult investment environment where producing and maintaining positive performance is challenging. In addition, a number of common practices such as kickbacks and cascading fees that have had a negative impact on performance are increasingly being questioned by clients. It is urgent for wealth managers to address these issues and be creative.
Do you have any suggestions on how they can be creative?
Marc Moret: There needs to be a complete alignment between client and wealth managers’ interests. In the new environment, the choice of products will play a key role – wealth managers should be actively seeking a number of broadly diversified best in class investments. A portion of the portfolio should also be dedicated towards investment products that are uncorrelated to the rest of the market. Successful managers will increasingly shift focus from chasing performance to better risk control.
Last but not least, a core/satellite approach to investing seems particularly well suited to generating alpha all the while tracking the broader markets.
Which strategies do you think will perform particularly well in the next few years?
Marc Moret: In the present uncertain environment, I would advise investors to position themselves cautiously by implementing strategies that hedge against various scenarios.
I recommend to put emphasis on ensuring a high degree of de-correlation between asset classes in order to avoid a repeat of the 2008 experience when practically all asset classes suffered substantial losses simultaneously.
The emerging markets are set to outperform the developed markets over the next few years. However, one has to bear in mind that the growth of the emerging markets by themselves will not suffice to lift up the global economy.
Posted in Finance, Investments, Switzerland | No Comments »
Tuesday, October 12th, 2010
12 October 2010
marcus evans Summits, is pleased to announce Daniel Mateos as the Keynote Speaker at the Elite Summit, on the 15 – 17 November 2010, taking place at the prestigious Fairmont Le Montreux Palace, Montreux, Switzerland.
The Elite Summit addresses the most current wealth management trends and provides attendees with fresh perspectives on adapting effectively to global changes and opportunities to sustain, grow and preserve family wealth. Over three days, a carefully scheduled series of presentations, case studies and one-to-one business meetings will provide you with strategic advice as well as networking opportunities with key decision makers from the most prominent family offices, trusts, foundations and endowments in Europe.
Daniel Mateos, Director of Werner Capital will be presenting on Why Emerging Market Wealth is Invested in Real Estate. Also adding to this year’s cutting edge programme, we have some of leading family office professionals in Europe offering their insight on Strategic Partnerships, Portfolio Safeguarding, Optimal Governance Structures and Growing, Protecting & Transferring Wealth amongst other key issues. Summit Chairman Todd Benjamin, Former Financial Editor, CNN International will be joined by keynote speakers including Constantinos G. Grigoriadis, CIO, Alpanco; Alexander Arnbäck, Manager, Passive Management and Russell Prior, Executive Director, Enterprise & Philanthropy Development, Charities Aid Foundation.
This year’s Elite Summit audience includes Presidents, Chairmen, Chief Executive Officers, Chief Investment Officers, Vice Presidents and Directors of Single-Family Offices, Multi-Family Offices, Trusts, Foundations and Endowments as well as Sponsors offering a wide range of products including Wealth & Asset Management, Integrated Planning, Lifestyle Planning, Legal Services, Insurance and Philanthropic Services.
marcus evans Summits (www.marcusevans.com), produces high level business platforms for the world’s leading decision-makers. These dynamic and innovative forums initiate and develop business relationships one to one between director and C level practitioners from the world’s most influential organisations and with leading product and service suppliers. marcus evans Summits guarantees an exclusive format which enables participants to achieve the maximum amount of business and knowledge interaction over a three day event in a stimulating environment.
Please note that the Elite Summit is a closed business event and the number of participants is limited.
For more information
Daniela Trojakova
Marketing Manager
Tel: +357 22 849 380
Email: summits@marcusevanscy.com
www.elitesummit.com/GTMpr
www.marcusevans.com
Posted in Europe, Family, Finance, Investments, Switzerland | No Comments »
Monday, July 12th, 2010
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Karl Hennessee, a speaker at the marcus evans European Corporate Counsel Summit 2010 explores the relationship and cultural factors Counsel should consider.
Interview with: Karl Hennessee, Vice President – Litigation & Regulatory Affairs, Airbus SAS |
FOR IMMEDIATE RELEASE
It is not total war from day one until the date of the award, says Karl Hennessee, Vice President – Litigation and Regulatory Affairs at Airbus SAS. Counsel have to realise that a relationship will grow and change over time, and be sensitive enough to recognise and understand when a win-win outcome is more likely. A speaker at the marcus evans European Corporate Counsel Summit 2010, taking place in Switzerland, 26 – 28 September, Hennessee identifies the common mistakes Counsel make, when settlement is more likely and the cultural factors that should be considered during a dispute resolution.
What best practices would you recommend?
Karl Hennessee: One thing to keep in mind is that any relationship grows and changes over time. The first mistake that Counsel make is allowing themselves to be persuaded that the state of the relationship is static, in other words that the relationship at the time the contract (or the moment the dispute commences is) representative of how the relationship will always be. For example, during tough negotiations, Counsel may worry that a dispute is just around the corner, and be too cautious, thereby adding too many contingencies into the contract. The fact is that a relationship will grow and change over time.
Secondly, understanding the tactical aspects of litigation or arbitration is very important. It is not total war from day one until the date of the verdict or award. There are process steps and process irritants, which if understood well, can be exploited by Counsel to the advantage of the client. More importantly, a business relationship can be put back on track. There are certain points when a settlement may be more likely than at other times, and if those points are not recognised, the opportunity for a win-win outcome may be squandered when not put forward at the right time.
How can Counsel identify those points in time when a settlement may be likely?
Karl Hennessee: The first thing to understand is the dynamics of the business relationship. A business relationship that has just begun has different levels of trust compared to one which has been ongoing for a long time.
Cultural factors (national and even the culture of a given relationship) can also be important in understanding how different cultures approach litigation, arbitration, or dispute. In one culture, dispute may be more or less a way of life, and settlements may be around the corner at any given time, whereas in other cultures, a dispute may have to run its course before a settlement decision is taken.
Having good lawyers on both sides of the dispute who counsel their clients realistically is one of the strongest indicators of a potential settlement. It will be very difficult to achieve a settlement if the lawyers on one side are unrealistic or overly aggressive. You always need to look for the best interests of the business relationship.
What should Counsel consider when deciding between litigation and arbitration?
Karl Hennessee: Those who are in favour of arbitration over litigation, or vice versa, are ignoring the reality that we are always dealing with both. While the choice of arbitration makes sense in a long term contractual relationship with a business partner, one may find that parallel litigation, for either the suppression of claims that may be made by others or the litigation to enforce an arbitration award, may actually be a necessary component of the arbitration process.
Lastly, do you have a final message for General Counsel in Europe?
Karl Hennessee: General Counsel must understand that there are unique cultural factors in practice in Europe, but the availability of tools used is not unique to Europe. Europe is part of a global legal economy, and evermore so today than before, but fundamentally, there are unique elements about practicing in Europe that we must recognise and take into account.
I see an unfortunate trend amongst some of my European colleagues who try to be more and more Anglo Saxon in their field of practice. While I applaud the rigour of Anglo Saxon lawyers, I believe we need to take what is good about the Continental European legal culture and preserve that, whilst trying to learn from other legal cultures.
Contact:
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com
About the European Corporate Counsel Summit 2010
This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, Switzerland, 26-28 September 2010. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The summit includes presentations on competition laws, mergers and acquisitions and compliance programmes.
For more information please send an email to info@marcusevanscy.com or visit the event website at www.eccsummit.com
Please note that the summit is a closed business event and the number of participants strictly limited.
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit www.marcusevans.com
All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com |
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Posted in Corporate Counsel, Law, Switzerland | No Comments »
Thursday, March 25th, 2010
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Jean Brunel, a speaker at the marcus evans Elite Summit 2010 considers the most profitable investment opportunities for family offices in Europe.
Interview with: Jean Brunel, Managing Partner, Brunel Associates; Editor, Journal of Wealth Management; Author of Integrated Wealth Management |
FOR IMMEDIATE RELEASE
Creating lasting wealth continues to dominate the agendas offamily office investment officers and directors, but evaluating risks and ensuring investments prove profitable require cautious planning and long-terms strategies. Breaking the portfolio into different components and designing each to meet a goal set by the wealthy client is one strategy that Jean Brunel, Managing Partner at Brunel Associates recommends for safeguarding the family against possible economic nightmares. A speaker at themarcus evans Elite Summit 2010 taking place in Switzerland 26 – 28 May 2010, Brunel shares his thoughts on goal-based based allocation and investing in emerging markets.
What are some of the challenges facing family offices in Europe and what solutions would you recommend?
Jean Brunel: This is the single most challenging investmentenvironment that I have ever seen, and I am not entirely sure that investors today fully appreciate what they are facing. This is not a forecast that markets are about to crash, but an observation that the range of possible outcomes are exceptionally wide. There appears to be a significant gap between perception and reality. Governments are loaded with debt, but it is not obvious to me why countries such as Spain and Portugal are considered to be in a worse shape than the US. How are we going to address the challenges if we are not willing to acknowledge that we are facing any?
Some of our wealthy clients have a more negative investment outlook; I try to make them realise how silly it would be to have their entire wealth in cash, considering the opportunities they could miss and the risk of losing purchasing power. Other families have a more rosy perception; there, I try to give them a more balanced view focusing on the risk.
There have been times in the past several decades when investors were able to have a reasonably clear view of how investments could perform, but we are not in such a situation now. Humility and identifying between when you know something and when you do not, is one of the most important attributes to have. Sir John Templeton once said that he had never seen an investment manager who was right more than 65 per cent of the time; that means that even good investors can be wrong 35 per cent of the time.
What investment strategies would you recommend?
Jean Brunel: We have developed the concept of goal-based allocation whereby the portfolio is broken down into different components so that each piece can be designed to meet one of the family’s goals. This is against the argument that families have only one goal. With this concept, it is easier to put some of the family’s assets into a series of strategies meant to protect the family against economic nightmares, some of it in strategies to provide for lifestyle expenses and some of it focused on long term growth. Having a clear goal for each sub-portfolio makes it easier for families to understand why their portfolio looks the way it does.
I would recommend investors to divide their portfolio into various components and goals. Thus, they recognise that they cannot afford to invest into long-terms strategies in the index managed or actively managed private equities, fund of hedge funds, commodities, bonds, and so on for the sub-portfolios geared to income generation. Though a portion of the portfolio would be for the shorter term, some might well have a longer term orientation. It is important to divide the wealth to help identify where liquidity is needed and where they can afford a long-term strategy.
What are some of the attractive opportunities to invest in?
Jean Brunel: I do not have confidence in any individual investment opportunity, but if I think on a ten to 15 year time frame, there are areas likely to see significant gains. Asia (excluding Japan), parts of Latin America, such as Brazil have learnt that they need to create domestic wealth for their people. Given a longer time frame where any volatility in that period would not be an issue and I could go to an island for ten years without anyone asking me how the portfolio is performing, I think investing in those countries would probably be as good an idea as any.
As these countries develop, we may well also experience a super commodity cycle. The increase in demand and consumption of commodities could well cause prices to go up. If in ten years half of the world goes from poverty to an average standard of living, the demand for commodities will be enormous. The combination of investing in commodities and investing in those countries looks to me as a winning combination.
Contact:
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com
About the Elite Summit 2010
This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, Switzerland, 26 – 28 May 2010. Offering much more than any conference, seminar or trade show, this exclusive meeting will bring together esteemed wealth management industry thought leaders and solution providers to a highly focused and interactive networking event. The summit includes presentations on establishing an effective governance framework, tax optimisation strategies, managing risks and maximising investment returns.
For more information please send an email to info@marcusevanscy.com or visit the event website at www.elitesummit.com
Please note that the summit is a closed business event and the number of participants strictly limited.
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit www.marcusevans.com
All rights reserved. The above content may be republished or reproduced “ kindly inform us by sending an email to press@marcusevanscy.com |
Posted in Europe, Family, Finance, Investments, Switzerland | No Comments »
Wednesday, March 24th, 2010
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Fransis Griesmar, a speaker at the marcus evans IP Law European Summit 2010 offers his insight into the critical issues facing IP Counsels in Europe today.
Interview with: Fransis Griesmar, IP Lawyer, Bacardi |
FOR IMMEDIATE RELEASE
With budget cuts across the board, Intellectual Property (IP) protection departments have not necessarily been spared. Leaving trademarks vulnerable to competitors, however, could prove harmful to the business in the long run therefore IP Counsels need to identify their company’s core assets and ensure they are not left exposed to infringers, says François Griesmar, IP Lawyer at Bacardi. A speaker at marcus evans IP Law European Summit 2010 taking place in Switzerland, 11 – 13 April 2010, Griesmar highlights some cost efficient tools for protecting IP in Europe.
What are the most prominent IP issues challenging IP Counsels in Europe at the moment and what solutions would you recommend?
François Griesmar: There is a growing imbalance due to an overdevelopment of the Community Trade Mark (CTM). The CTM is a fantastic tool but increasingly being used by trademark applicants inappropriately – not only in view of their current or long-term needs, but because of CTM’s low-cost profile and privileged status due to its use requirements.
The European Commission’s trademark system study conducted by the Max Planck Institute is a unique opportunity to lay aside all habits and tinkered solutions to make an unrestricted and unbiased audit of trademark systems in Europe. We must determine whether all national trademark systems should be merged into the EU system or if the current coexistence should be maintained. I believe it should be reconsidered, and more demanding use requirements for CTMs set up. The existence of hundreds of thousands of CTMs (which are used only in one or a few Member States) unjustifiably block other applicants in other countries, clog the registers and in the long run, represent a serious threat to the sustainability of the overall trademark protection system in the EU.
What strategies to safeguard IP, copyrights and trademarks from the competition would you suggest?
François Griesmar: IP Counsels need to think about their global protection strategy and identify their company’s core assets – the assets that differ from competing products or services, that ensure success to their business, as those will be the first targets for imitation. In our case, the BACARDI Superior (Rum) is our most important brand, therefore we pay much more attention to the IP rightsrelated to that brand than any other. IP Counsels should also simultaneously integrate all available legal tools, and combine them in a pragmatic way. They need to have all tools in mind, but decide which combination to use depending on the importance of the matter and their budget.
If an IP Counsel knows what is of most and least importance to the business, then they can focus their efforts, time and money accordingly. With global trademarks, we have to be broad as regards their geographical protection therefore we make use of tools provided by the WIPO international trademarks, as they are a good way of protecting trademarks in many countries for a reasonable price.
What long-term strategies would you recommend to IP Counsels?
François Griesmar: A close and in-depth cooperation with the operational officers (in particular marketing) is needed, to be certain core IP assets are well-identified and periodically reviewed, for an optimal allocation of resources. That enables a consistent protection and defence policy. Last but not least, do not allow short-term financial constraints to ruin your long-term IP strategy – the time unit for IP strategies should be a decade rather than a quarter.
What are some of the trends that you see playing out in the future?
François Griesmar: The computerisation of all national trademark databases within the EU should soon enable a complete online trademark search in the EU. As regards design protection, if this is confirmed by the accession of new parties in the EU after 2008, the long-awaited rebirth of the international Design Patent system could make design protection strategies much easier and cheaper.
I am hoping that within the coming few years we will see efficient trademark search software for design trademarks that enable a fairly reliable online risk assessment.
The current business context is an incentive to implement extreme short-term cost-cutting measures – IP Counsels are being selected purely on a financial basis, ignoring long-term relationships and what IP management really is all about. This will incur serious problems; immediate difficulties must not lead to such short-term practices which will prove detrimental to the business. It is difficult to restart a trademark protection strategy once it has been stopped. IP lawyers must explain their long-term strategy to management, and make sure they are allocated the budget they require. When a company starts a successful product in Europe and does not protect it in the main markets, their competitors might do so. When the time comes for expanding in the market, they will face a big problem. Sometimes it is necessary to anticipate and protect IP accordingly. Always think long-term. Â
Contact:Â
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email:Â press@marcusevanscy.com
About the IP Law European Summit 2010
This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, Switzerland, 11 – 13 April, 2010. Offering much more than any conference, seminar or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The summit includes presentations on IP litigation, anti-counterfeit activities and IP management best practices.
For more information please send an email to info@marcusevanscy.com or visit the event website at www.iplawsummiteurope.com
Please note that the summit is a closed business event and the number of participants strictly limited.
About marcus evans Summits
marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit www.marcusevans.com
All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com |
Posted in Corporate Counsel, Intellectual Property (IP), Law, Press Release, Switzerland | No Comments »
Monday, March 22nd, 2010
marcus evans is pleased to announce the Elite Summit taking place 26-28 June 2010 at the Fairmont Le Montreux Palace, Montreux, Switzerland.
Preserving wealth even in the most turbulent of financial markets continues to top the priority list of family offices and their investment arms. Mastering the principal drivers of returns, fund selection and asset allocation, holds the key to ultimate portfolio performance. The exclusive Elite Summit brings together investment strategists from prominent family offices, trusts, foundations and endowments with leading asset managers and wealth management professionals to explore lucrative investment potential.
The Elite Summit 2010 offers attendees the perfect opportunity to network with the key decision makers from the most prominent family offices, trusts, foundations and endowments in Europe. A series of insightful keynote presentations and case studies will be delivered by the gate keepers of family wealth. The luxurious settings and conference facilities of the Fairmont Le Montreux Palace in conjunction with an abundance of networking opportunities throughout this exclusive event will provide a unique forum to exchange knowledge and ideas and develop meaningful business relations.
At the Elite Summit, attendees will follow a personalised agenda designed to maximize their limited time and to effectively meet their business needs and interests. The speakers include: Jeffrey R Lewis, President,Heinz Family Philanthropies; William Drake, Director & Co-Founder, Lord North Street;Daniel de Fernando, Founding & Managing Partner, MdF Achievers and Juan Jesus Gomez Cubillo, Family Office Director, Tressis.
For More Information Please Contact:
Kirsten Helders
+357 22 849 378
summits@marcusevanscy.com
http://www.elitesummit.com/GTMpr
www.marcusevans.com
Posted in Finance, Funding, Investments, Management, Switzerland | No Comments »
Monday, October 5th, 2009
The fifth annual European Corporate Counsel Summit, which took place on the 23 – 25 October 2009 at the prestigious Fairmont Le Montreux Palace, Montreux, Switzerland, was an immense success again.
The ECC Summit attendees followed a personalised agenda designed to maximise their limited time and to effectively meet their business needs and interests.
A great panel of speakers shared their views on the current Pharmaceutical market;
Nicola Walter Palmieri, General Counsel, Parmalat S.p.A., shared his views on the global economic crises.
Dr Richard Wessman, Professor, Uppsala University,talked about the protection of well known marks in the EU and US.
Ignacio de Castro, Deputy Director, WIPO Arbitration and Mediation Center, presented the alternative dispute resolution of IP and Technology Disputes.
Besides the strategic summit sessions led by some of the most prominent thinkers in Europe and beyond, the ECC Summit has been designed to provide a unique interactive forum for sponsors to present their products and services directly to key decision makers from Europe’s leading legal companies. Over three days, sponsors meet and interact with senior-level corporate counsels, through a number of business one-to-one meetings and many networking activities.
One week after the summit, 35% of the sponsors companies have already decided to participate in next year’s ECC Summit, which will take place in September 2010.
To quote the Partner of Oppenhoff & Partner, one of the Summit sponsors; The summit is a great opportunity to meet many interesting business contacts in a very efficient, but also enjoyable way.
marcus evans Summits (www.marcusevans.com), produces high level business platforms for the world’s leading decision-makers. These dynamic and innovative forums initiate and develop business relationships one to one between director and C level practitioners from the world’s most influential organisations and with leading product and service suppliers. marcus evans Summit’s guarantees an exclusive format which enables participants to achieve the maximum amount of business and knowledge interaction over a three day event in a stimulating environment.
Please note that the European Corporate Counsel Summit is a closed business event.
For more information
Kirsten Helders
Marketing Manager
Email: summits@marcusevanscy.com
www.eccsummit.com
www.marcusevans.com
Posted in Corporate Counsel, Europe, Europoe, Switzerland | No Comments »
Monday, August 3rd, 2009
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Amidst global financial uncertainty, it is vital for wealthy families to enhance their economic environment awareness and keep abreast of the latest wealth management developments for informed investment choices. At the exclusive Elite Summit, key investment decision makers from prominent family offices, trusts, foundations and endowments mingle with leading asset managers and specialists, exploring fresh perspectives on preserving and growing wealth.
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The Event
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| In the current volatile economic landscape family offices must first and foremost understand the associated risks affecting the wealth. It is imperative to partner with the right experts to pursue newly emerged opportunities and diversified investment strategies. Achieving successful portfolio management, optimised tax structuring, governance best practices, legacy planning for future generations and engaging in philanthropic activities with positive social returns remain high priorities for family offices on the quest of wealth preservation and growth.Elite, the leading private wealth management event in Europe aims to address the key challenges related to wealth management and provide family offices with original insights on global investment strategies and expert advice on their increasing demands and complex needs. The event focuses on critical issues, including obtaining accurate investment information considering the current economic landscape, the new risks and opportunities introduced, and securing the long-term protection of family assets, wealth and financial stability of the family members.
The Elite Summit 2009 offers the perfect setting for sponsors to meet with the key decision makers from the most prominent family offices, trusts, foundations and endowments in Europe and the Middle East during the one-to-one business meetings. Sponsors will have the opportunity to attend a series of insightful keynote presentations and case studies delivered by the gate keepers of family wealth. The luxurious settings of the Fairmont Le Montreux Palace and an abundance of networking opportunities throughout this exclusive event provide a unique forum to exchange knowledge and ideas and develop meaningful and valuable business relations.
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Summit Programme
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The key topics of this Elite Summit are:
- Navigating in Turbulent Waters – Reevaluating risk exposures and exploring rewarding opportunities
- Keeping it in the Family – Ensuring wealth growth and preservation for generations to come
- Balancing Risk & Return – Fulfilling your investment goals by achieving superior, risk-adjusted returns
- Exploring Alternatives – Achieving successful portfolio diversification by pursuing optimum investment opportunities globally
- Real Estate Assets – Identifying the potential of this primary investment vehicle with respect to established strategies and future developments
- Cross-Border Investing – Demystifying the theory of emerging market decoupling to pursue solid investment strategies
- Family Office Governance – Establishing a common family office mission by implementing accountability and transparency best practices
- Effective Tax Strategies – Optimising tax structuring to reduce the effect on wealth
- Strategic Philanthropy – Demanding a social return on investment to establish a sustainable society
- Seeking Talented Professionals – Attracting and retaining specialists with diverse skills to secure the long-term stability and growth of the family office
- Relationship Dynamics – Inspiring confidence and building trust among stakeholders by aligning family values with family office objectives
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| One of the world’s leading business information companies, marcus evans is dedicated to the provision of global business intelligence and information to assist in strategic and effective decision-making. Our aim is to provide first class business information, through a variety of media, which enables clients to sustain a valuable competitive advantage while making a positive contribution to their success. Each year marcus evans produces more than 150 of the world’s leading business and economic summits for senior decision-makers. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings to provide an effective, highly focused interactive event. …a dominant force in the delivery of strategic business information
www.marcusevans.com |
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Kirsten Helders
Marketing Manager
marcus evans
summits@marcusevanscy.com |
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Posted in Finance, Investments, Switzerland | No Comments »
Sunday, August 2nd, 2009
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23-25 September 2009Â
Fairmont Le Montreux Palace, Montreux, Switzerland |
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 Today corporate counsels are expected to take on more responsibilities and redefine their role and influence throughout the enterprise. This demands more creative thinking and a holistic approach in overcoming challenges such as, controlling costs, finding the right technology to increase productivity, efficiency and compliance, as well as building a strategic partnership with law firms.
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Corporate counsel today must have an excellent understanding of today’s most pressing corporate legal issues, including governance and ethics, protection of their company’s IP, privacy compliance, labour and employment challenges, regulatory developments and litigation management. The leadership that General Counsel must now take has never been greater or more crucial.Delegates representing all major industries will discuss how to evolve their role through an interactive agenda of conference sessions, business meetings and networking activities. A select group of leading law firms, represented by their senior decision-making officers will join the delegates in executive level meetings and closed discussions.
The European Corporate Counsel Summit is a unique event created specifically for senior legal executives across all major industry sectors. Over three days and two nights, the European Corporate Counsel Summit offers the perfect setting to interact with the high-profile General Counsel from some of the largest corporations. |
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The summit programme for the European Corporate Counsel Summit 2009 is determined by continuous research with our delegates and leading industry professionals. The three-day programme addresses the key issues faced by corporate counsel and provides insight into such areas as:
- The Global Economic Crisis: The Impact and Effect it has had on Legal Teams within Businesses
- How to Form Legal Teams: Who to Bring in and How to Develop Peoples’ Competencies
- Integrating the Legal Department with the Rest of the Corporation
- Talent Management: Lawyers to Leaders
- Building a Strategic Partnership with Law Firms: Getting Value for Money
- Implementing a Best Practice Compliance Programme
- Protecting Company Data
- Legal Risk Management
- Alternative Means to Resolve Disputes: Reducing the Cost of Litigation
- Effects of US Legislation in Europe
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One of the world’s leading business information companies, marcus evans is dedicated to the provision of global business intelligence and information to assist in strategic and effective decision-making. Our aim is to provide first class business information, through a variety of media, which enables clients to sustain a valuable competitive advantage while making a positive contribution to their success.Each year marcus evans produces more than 150 of the world’s leading business and economic summits for senior decision-makers. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings to provide an effective, highly focused interactive event.
…a dominant force in the delivery of strategic business information
www.marcusevans.com |
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