The Great Deleveraging: Making Sense of it All in Reevaluating and Selecting Strategies and Managers

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The U.S. Sub-Advisory Roundtable will bring together leading sub-advisory participants to examine what lessons the market fallout can offer, and to appraise the ways in which sub-advisors can best serve the needs and demands of the sub-advisory marketplace going forward.

To what extent must those selecting sub-advisory managers rethink and reassess their approach to selecting strategies and managers as a result of the economic crisis? How valid will the traditional tools used to measure risk continue to be when the market upheaval has resulted in extreme correlations across styles, strategies, asset classes, managers, regions and sectors? How should newer strategies with limited track records such as 130/30 approaches be judged? What criteria should be used to evaluate those managers with similar performance who were part of a sub-advisory program? These are a few of the key questions that will be probed at Institutional Investor’s 4th Annual U.S. Sub-Advisory Roundtable as it seeks to examine and define the role of sub-advisors in the context of events that have had a profound and unprecedented impact on the financial markets.

Insurance Companies and Banks (e.g., heads of asset management, chief executives, chief investment officers, chief operating officers, portfolio managers, or heads of manager-selection) who have outsourced or who are looking to outsource assets to third parties and who would like to be considered for an invitation to the Roundtable should contact Ann Cornish at 212-224-3877 or acornish@iiconferences.com.

For more information about participating at the Roundtable as a sponsor and the attendant speaking opportunities, please contact Kristin Zammit at 212-224-3063 or kzammit@iiconferences.com.

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Liquidity has trumped leverage, as even the country’s best-run corporations adjust to what may be a very long financial drought. As hopes for a quick rebound in the economy dwindle, the most nimble CFO’s and treasurers are taking drastic measures to conserve cash, ride out the equity collapse and prepare for a brighter day that actually may bring them competitive advantages.

At this year’s Corporate Financial Executive Roundtable in Washington, DC, on September 13-15 at The Four Seasons Hotel some of the shrewdest financial minds in the US will share their insights and strategies for dealing with problems that are unprecedented in modern times.

You are invited to be our guest at this year’s Roundtable. This is a private meeting and by invitation only. Registration requires no fee; therefore, attendance is limited to 50-60 senior financial executives representing a diverse group of industries from America’s leading companies. For 30 years this has been a must attend event for Chief Financial Officers and Treasurers from the Fortune 1000 seeking new insights into important strategic issues. Participants and speakers are able to develop new contacts, exchange views and compare experiences in informal, focused discussions and debates, as well as during social activities. Our purpose is to equip participants with information that can be utilized for both immediate decision-making and forward planning of strategies, administrative policies and operating procedures. We encourage you to join your peers this September for what will be an exciting and educational event.

As with all Institutional Investor events, this meeting is by invitation only. Senior financial executives who would like to be considered for an invitation should contact Ann Cornish at (212) 224-3877 or via email at acornish@iiconferences.com.

Service providers that would like to speak in front of this exclusive audience should contact Stephanie Hunt at (212) 224-3895 or via email at shunt@iiconferences.com.

Institutional Investing After the Shock

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Investment priorities and strategies among institutional funds can vary markedly, reflecting such factors as levels of solvency, governance structures, historical attitudes towards different asset classes, past performance, access to expertise, and the regulatory regimes in which different funds operate, to name a few.

But whichever way you cut it, the last twelve months have been a shock for all investors. Equities have nosedived, while many other assets have behaved in abnormal and unexpected ways, generating significant losses in many cases and shaking confidence in pre-existing investment policies.

The questions which investors are now asking are no longer confined to which assets and strategies look most promising, but whether the very framework and core methodologies of their investment policies, which may have been in place for many years, are in need of fundamental re-examination.

Asset allocation structures and models have been almost universally based on the principles that markets are efficient, at least over a reasonable time frame, that investor behaviour is rational and, hence, predictable to a significant degree, and that investment risk is measurable and controllable. The jury is out on whether these tenets remain valid, and the degree to which they do.

Yet even the most committed laissez-faire disciple cannot avoid the fact that the power of the market, however efficient it may once have been, will now be much diminished. Banks and other financial institutions have been nationalised or part-nationalised, the price of government bailout packages will be further curbs on market activity, and regulators worldwide are stepping up financial oversight in the face of severe criticism.

The key challenge for investment officers at institutional funds will be to determine which long-held investment principles will continue to stand the test of time, and which need to be abandoned in the light of recent experience. The answers will be far from easy. Delegates to the roundtable will gain privileged insights into how radically major funds across Europe are re-inventing their investment methodologies, and into the roles which different assets and strategies will play in the construction of institutional portfolios in the future.

Service providers interested in sponsoring this by-invitation-only meeting should contact Stefanie Sables at +44 (0) 207 303 1712 or ssables@iilondon.com.

Investors wishing to register to attend the Roundtable should contact Magda Cyran at telephone +44 (0) 207 303 1796 or via email at mcyran@iilondon.com .

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India’s most prestigious global investment forum returns to New York in 2009 as a 1 ½-day private event for portfolio and direct investors seeking to leverage investment opportunities in one of the world’s fastest-growing markets. The India Investment Forum 2009 is co-sponsored by Bank of Baroda, a leading financial institution in India, and it continues our tradition of enabling institutional investors to engage with Indian corporations and senior government officials.

Despite the current global economic crisis, the Indian economy has been relatively resilient. After growing at close to 9% per year for four years, the growth rate is expected to slow down to between 7% to 7.5% in 2008/09. To ensure that the government’s Millennium Development Goals are achieved, there is a need to ensure that growth in this developing economy is not drastically affected. Fortunately, unlike most of the developing world, much of India's growth is internally driven. Does this mean that we can expect India to maintain a fairly strong pace of growth in the coming years?

During these uncertain times, Indian corporations need to actively reach out to institutional investors, to reiterate their strengths and highlight the business opportunities available. The India Investment Forum 2009 is the ideal platform for reinforcing investor communications and re-engaging with partners and stakeholders.

Forum Highlights

• Newly elected government of India officials platform in addressing global investors on India’s growth strategies and sustainability
• Corporate-Investor 1-1 Meetings; Meet India's leading industrialists and emerging companies
• Pre-arranged private meetings with government and regulatory officials

Recovering from the Economic Aftermath: The Next Phase for Affluent Families

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The extreme economic upheaval has severely damaged the portfolios of many affluent families and raised fundamental questions about the utility of basic asset allocation models, along with the general theoretical underpinnings of Modern Portfolio Theory. Indeed, diversification, global investing, the inclusion of alternative investment strategies, as well as the seemingly tested ability to consistently select talented asset managers to reduce volatility and provide greater portfolio protection — all have been found wanting in this environment. As a result, trust itself has in numerous ways been damaged to a degree few expected or could have predicted.

Were the theories and models wrong all along? Was easy — too easy — credit the stealthy culprit that gave us economic good times for far too long and blinded us to inherent and systemic risks? Is it time to get back to basics and be grateful for average index-like returns? Must new theories and ideas be put forth before affluent families again consider constructing their portfolios in ways that until recently seemed as if it is was the only prudent thing to do? Can managers who have not only integrity and high ethical standards, but talent as well, be identified with any degree of certainty?

Instead, have we experienced anomalies so great that they must be considered but not incorporated fully into our established way of looking at things in order to maintain a reasonable view of the risks and opportunities that lie ahead? Is the more reasonable outlook that the market dislocations have created immense opportunities to acquire many valuable assets at a discount for those who can properly assess them and who have a longer time horizon? What must families do to both take advantage of potential opportunities and protect themselves from the downside risks that are expected to persist for some time to come?

The 10th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will examine these and other essential issues families must consider as they attempt recover from losses they have suffered and avoid further damaging their financial positions. In doing so we will review a wide variety of investment options to discover what other families are doing or considering and to help determine what realistic performance prospects are for different strategies involved in private equity, distressed securities, emerging markets, real estate and the full host of options available.

In addition, through a series of presentations, workshops, panel discussions and appearances by special guest speakers, we will examine issues of concern to the nation and the world associated with domestic public policy, geopolitics, philanthropy, intergenerational wealth education, personal security, property protection and the complete range of topics affluent families must grapple with and deliberate as they conduct their lives pursue better results at all levels.

With the participation of numerous experts, experienced family office executives and family members, the 10th Annual Institutional Investor/Lido Consulting Family Office Wealth Conference will provide a forum to discuss and debate the issues most crucial for affluent families seeking to make well-informed decisions guided by their personal ideals, values, goals and family dynamics

Qualified family office directors and family members who are interested in attending the Family Office Wealth Conference, which is by invitation only, should contact Usha Bhate at (212) 224-3429 or at email ubhate@iiconferences.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at (212) 224-3429 or email ubhate@iiconferences.com.

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Vietnam continues to be seen as one of Asia’s fast emerging economies, despite the financial turmoil that grips global developed economies. As member of the WTO, Vietnam’s reforms in financial and banking sectors, transparency and sustained growth in various industries continue to attract global institutional and direct investors.

The Inaugural Institutional Investor’s Annual Vietnam Investment Forum, to be held alongside the annual United Nations General Assembly (UNGA) in New York on 21 September 2009, will provide fresh perspectives on Vietnam’s economic growth, financial markets and key industries in the year ahead.

With full support of the Ministry of Planning and Industry (MPI) and Vietnam Chamber of Commerce and Industry (VCCI) as Forum Partner, The Inaugural Institutional Investor’s Annual Vietnam Investment Forum will be attended by Vietnam the Prime Minister (pending official confirmation), as official leader of Vietnam delegation to the annual United Nations General Assembly. He will be joined by other senior ministerial leaders and business leaders.

The Forum will present a platform for investors to gain market intelligence in order to excel in investment decision-making to better access the investment opportunities to be found in Vietnam’s key sectors. Investors will gain first-hand knowledge of new regulatory and legal developments in Vietnam, analysis of size and growth potential for the most attractive sectors and a keen realization of investment value represented by Vietnam assets.

The Annual Vietnam Investment Forum will aim to be the most credible platform for Vietnam’s government and business leaders in presenting the country’s policies and industries’ growth strategies.

Working closely with the MPI and VCCI, select large and mid-cap companies Chairmen and CEOs will be invited to speak and present at the Forum.

Delegates interested in attending the Forum as our complimentary guests (there is no registration fee for delegates) should contact: Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.com.

Firms interested in participating at the Vietnam Investment Forum should contact: Ana Sharp, President - Asia Pacific, Global Head - Country Conferences, Institutional Investor at +852 2842 6943 (Hong Kong) or via email at ana.sharp@iiconferencesasia.com.

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The Abu Dhabi Investment Forum will be held in partnership with the Department of Economic Development — Abu Dhabi. It will bring together international investors with Abu Dhabi’s key industry leaders, financial intermediaries and top-level policy makers.

H.E. Nasser Ahmed Alsowaidi, Chairman, Department of Economic Development has confirmed to open the Forum and lead the delegation of Abu Dhabi policy makers and business leaders.

The Forum will showcase the impressive range of investment opportunities now available in Abu Dhabi. It will highlight Abu Dhabi’s role as a centre for industry, finance, tourism, arts and culture. It will also discuss Abu Dhabi’s rising status as a global leader in property, infrastructure, healthcare, clean energy and sustainable development.

The Forum is free of charge to global investors, by invitation only and will be attended by the media. For further information please contact Charlie Floyd at +44 (0)20 7303 1734 or via email at cfloyd@iilondon.com.

Building Sustainable Economies

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Emerging economies offer unique opportunities despite continuing global economic crisis. They need to stay on track in meeting their infrastructure development goals to sustain their growth. In particular, Asia Pacific offers viable opportunities to global investors and companies seeking alternative destination of their investment dollars, products and services. Political stability, transparency, financial and economic reforms are visible in countries such as Vietnam, Malaysia, Philippines, Indonesia, China, and India. Pakistan, Nepal, and the Maldives offer new frontiers. Central Asia’s Mongolia, Turkmenistan, and Kazakhstan see increased capital flow with China and the rest of region.

Following on the success of Institutional Investor’s individual country investment forums, Institutional Investor will hold the first Annual Emerging Markets Infrastructure Summit: Building Sustainable Economies in Mumbai on December 2009.

Investors and issuers who are interested in attending the Summit as our complimentary guests (there is no registration fee for delegates) should contact: Bonnie Tse at +852 2842 6956 (Hong Kong) or via email at bonnie.tse@iiconferencesasia.com.

Firms interested in participating at the Emerging Markets Infrastructure Summit should contact: Ana Sharp, President - Asia Pacific, Global Head - Country Conferences, Institutional Investor at +852 2842 6943 (Hong Kong) or via email at ana.sharp@iiconferencesasia.com.