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Topic
|
Size
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File
|
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Opening Address
Josef Landolt, ISSA Chairman |
445 kB |
PDF
-f |
|
Introduction to the Symposium
Theme
Josef Landolt, ISSA Chairman |
376 kB |
PDF
-f |
|
Customers - Trends and Needs
|
| Dr. Peter Mathias, Mathias and Co.
(moderator) |
481 kB |
PDF -f |
| - Catherine Weir, Citigroup |
197 kB |
PDF
-s |
| - Christoph Schenk, Pension Fund
of UBS |
112 kB |
PDF
-s |
|
Products and Product Development
|
| Dr. Peter Mathias, Mathias and Co.
(moderator) |
651 kB |
PDF -f |
| - Alan Brown, Chief Investment Officer,
Schroders |
|
|
| - Michael Strobaek, UBS AG |
226 kB |
PDF
-s |
| - Linda S. Moore, Citi Global Consumer
Bank |
138 kB |
PDF
-s |
| - Prof. Amin Rajan, CREATE-Research
|
424 kB |
PDF
-s |
|
Operational Challenges
|
| Dr. Peter Mathias, Mathias and Co.
(moderator) |
484 kB |
PDF -f |
| - Jimmy Gambill, Franklin Templeton
Investments Services LLC |
250 kB |
PDF
-s |
| - Dean Chisholm, Invesco Asset Management
Pacific Limited |
189 kB |
PDF
-s |
Wrap-up at end of afternoon:
Dr. Peter Mathias, Mathias and Co. |
232 kB |
PDF -f |
| - Jeffrey Tessler, Clearstream International
SA |
130 kB |
PDF
-s |
| - Neeraj Sahai, Citigroup |
133 kB |
PDF
-s |
|
Brief Summary of Day 1
Jacques-Philippe Marson, BNP Paribas Securities Services |
214 kB |
PDF |
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Focus Sessions
|
Focus Session: Mutual Funds
Report on Funds Working Group
Edouard-François de Lencquesaing, Chairman ISSA Fund WG |
7.8 MB
537 kB |
PDF
-f
PDF
-s |
Focus Session: OTC Derivatives
Report on OTC Derivatives Working Group
Jon Lloyd, JPMorgan Worldwide Securities Services |
156 kB |
PDF
-s |
Focus Session: Tax issues
Update on G30 ISSA Tax Model, OECD project
|
2.1 MB |
PDF
-f |
| - Christopher Gilbert, JPMorgan
Chase |
140 kB |
PDF
-s |
| - Patricia Brown, OECD Centre for
Tax Policy and Administration |
224 kB |
PDF
-s |
|
| Q&A, Member Feedback, Floor discussion |
96 kB |
PDF |
John Gubert, Adviser,
HSBC Holdings plc (moderator)
- Patricia Brown, OECD Centre for Tax Policy and Administration
- Edouard-François de Lencquesaing, Chairman ISSA Fund WG
- Christopher Gilbert, JPMorgan Chase
- Jon Lloyd, JPMorgan Worldwide Securities Services |
|
|
Keynote: The Rise of the Middle
Kingdom - Old Risks and New Challenges, Global and Domestic
Threats to China's Economic Development
Dr Urs Schöttli, China Correspondent Neue Zürcher Zeitung |
88 KB |
PDF |
|
A regional clearing and settlement
infrastructure for Asia?
Taketoshi Mori, The Bank of Tokyo-Mitsubishi UFJ |
458 kB |
PDF
-s |
|
ISSA Forum: Member Expectations,
ISSA's Future
Urs Stähli, ISSA Secretary |
132 kB
124 kB |
PDF
-f
PDF
-s |
|
Chairman's Closing Remarks
Josef Landolt, ISSA Chairman |
59 KB |
PDF |
|
| f: full presentation, s: slides only |
