Investment Conference Growth 2011



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Boris F.J. Collardi, Bank Julius Baer

Welcome speech

Yves Robert-Charrue, Bank Julius Baer

Topic introduction

Kai-Fu Lee, Chinese IT executive and
former President Google China

E-Commerce - The next Chinese consumption trend

Christopher Wood, Chief Strategist CLSA

Asia equity strategy in a global context

Christian Gattiker - Stefan Hofer - Andreas Feller
Bank Julius Baer

Growth - Changing business models and improbable world events

Fernando de Arruda Botelho,
Brazilian entrepreneur and
shareholder of Camargo Corrêa

The changing brazilian business environment

Guest speakers

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Sir Bob Geldof

is an Irish singer, businessman and political activist. As the lead singer of The Boomtown Rats, hits included; Rat Trap, I Don't Like Mondays and Do They Know It's Christmas? – One of the best-selling singles of all time. Bob is widely recognised for his anti-poverty efforts in Africa and in particular, for raising funds for charity through the co-organisation of super music events; Band Aid, Live Aid and Live 8. Bob works closely with the ONE Campaign in the fight against extreme poverty and has been nominated for the Nobel Peace Prize on several occasions. He was granted an honorary knighthood by Queen Elizabeth II in 1986 and won the ‘Man of Peace’ title which recognises individuals who have made ‘an outstanding contribution to international social justice’.

Kai-Fu Lee

is the CEO of Innovation Works, a company he founded in September 2009 as a platform to create the next wave of Chinese high-tech companies and to mentor a new generation of entrepreneurs. Prior to that, Lee was the President of Google China during the period its market share almost doubled, from 16% in 2006 to 31% in 2009. Lee has also held senior positions at Microsoft, Silicon Graphics (SGI) and Apple. He received a PhD from Carnegie Mellon University (CMU) in Pittsburgh, Pennsylvania, and is the author of four top-selling books. Lee estimates that he has come into contact with approximately half a million Chinese students.

Fernando de Arruda Botelho

is a Brazilian entrepreneur. He graduated from the Faculty of Economics, Business Administration and Accounting, one of the schools of the University of São Paulo in Brazil, and started his professional career at the then Price Waterhouse & Peat Co. Fernando’s vast experience has seen him performing various roles at firms from Banco de Investimento do Comércio e Indústria to Grupo Camargo Corrêa in São Paulo. Fernando is a member and president of respective non-profit organisations World Children Foundation (WCF) and animal rights Institute Arruda Botelho (IAB).

Christopher Wood

is the Chief Equity Strategist at Credit Lyonnais Securities Asia (CLSA). He is internationally renowned for his weekly greed & fear report and is consistently voted best strategist in Asia’s leading industry polls. Before joining the finance world, he was a journalist with The Economist and is the author of three highly acclaimed books: Boom&Bust, The Bubble Economy and The End of Japan Inc.

Khaled al Khamissi

is an Egyptian author and novelist. He studied political science at Cairo University in Egypt and at the Sorbonne in Paris, France. In 2007, Khaled published his book ‘Taxi’. Taxi is a novel giving a voice to Egyptian cab drivers. Emotion captured in the book resulting from dialogue on the streets of Cairo has made the book a bestseller throughout Egypt and the Arab world.

Larry Jeddeloh

is the Chief Investment Officer and founder of The Institutional Strategist (TIS) Group in Minneapolis, the US. He is an experienced investment management professional with almost 30 years in the business. Previously, Larry has been the Chief Investment Officer of Resource Capital Advisers and the Chief Investment Strategist in the Institutional Global Asset Management Group at UBS in Zürich, Switzerland.

Julius Baer speakers

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Yves Robert-Charrue

is CEO Region Switzerland, Head of Investment Solutions Group (ISG) and Member of the Executive Board of Bank Julius Baer. He began his career with Credit Suisse where he was the Global Head of Single Manager Hedge Funds. He holds a degree in Economics from the University of St. Gallen (lic. oec. HSG) and attended the London Business School as well as Ecole Supérieure de Commerce in Lyon.

Christian Gattiker

Christian Gattiker-Ericsson, CFA, CAIA, is chief strategist and head of Research at Bank Julius Baer & Co. Ltd. Previously, he held positions at Credit Suisse including global equity strategist and equity analyst and worked as an investor relations consultant for domestic and international stock-listed companies at an independent agency. His research has included the analysis of industrial sectors on a pan-European basis, Swiss and European equity strategy, and the U.S. equity market. He holds a degree in economics from the University of Berne.

Stefan Hofer

heads the Emerging Markets Equity Strategy Research at Bank Julius Baer & Co. Ltd. Prior to joining Julius Baer in 2007, Stefan was in charge of country risk assessment at a Swiss government-owned insurance company. He began his career at UBS, where for 4 years he was an emerging market debt strategist, specialising in the analysis of sovereign debt restructurings. In his current position, Stefan also covers Latin America and a number of emerging market currencies. He completed his economics studies in Canada and speaks English, German and Japanese.

Andreas Feller

is Head of Investment Advisory Zurich. Prior to joining Julius Baer, Andreas has been Head of Wealth Management Solutions at Vontobel Private Banking, where he also was a member of the Executive Committee Private Banking and the Investment Policy Board. Andreas began his career with ABN where he co-managed its Swiss Equity Fund and was responsible for building up Structured Products for International Private Banking. He also gained experience in boutique private banking as Head of Portfolio Management at Clariden Leu where he was member of the Investment Committee.