June 13-15 Prague, Czech Republic • June 16-18 Paris, France
The Prague & Paris leg of the 2010 series is generously sponsored by Wells Fargo Bank
Conference Itinerary
Sunday, June 13th
9:30AM Walking tour of Prague with Dr. Peter Steiner, Professor, Slavic Languages & Literatures, University of Pennsylvania
Delegates to meet at Prague Marriott Hotel - V Celnici 8, at 9:15AM
1:00PM Lunch at Palffy Palace: Delegates will enjoy lunch on the terrace with a stunning view of Prague Castle, the Pálffy
Gardens and Small Furstenberg Palace. • $50 USD payable to GIC
Monday, June 14th
Program at The Center for Economic Research and Graduate Education of Charles University (CERGE)
This meeting is generously sponsored by Wells Fargo.
Address: Politických vězňů st. 7
This meeting is closed to the media and the Chatham House Rule will apply.
8:45AM Registration
9:00AM Session I: The Changing Borders of Europe: An Historical Overview
Presentation by Peter Steiner, Professor of Slavic Languages & Literature, University of Pennsylvania.
10:00AM Session II: Central Banking in the Post Greece Crisis Period and Dealing with Euro and Non-euro Countries Within the
European Union Speakers include Zdenek Tuma, President of the Czech National Bank View presentation, Ferenc Karvalits, Deputy Governor View presentation,
Magyar Nemzeti Bank (the central bank of Hungary), Luc Reidweg, Head of Financial Stability and Market Research Division at
Banque de France View presentation, and Herb Taylor, Vice President and Corporate Secretary of the Federal Reserve Bank of Philadelphia.
12:00PM Lunch
1:30PM Session III: Grischa Kahlen, CEO, Millennium Technologies: Case study of a Czech Company View presentation
New technology for waste incineration and energy and environmental policy in the EU.
2:10 PM Session IV: “Post-Crisis Ties Between China and European Union”
Hubert Fromlet, Linnaeus University and Jönköping International Business School
3:00 PM Coffee Break
3:20 PM Session VI: “How the Crisis and Its Aftermath Looks to Me” Moderated by James Kelly, Kelly Capital Management, LLC
- Tanel Ross, Ministry of Finance of Estonia View presentation
- Jan Mladek, The Czech Institute of Applied Economics, Ltd. View presentation
4:10 Conclusion
Tuesday, June 15th
Private Roundtable Discussion at CERGE: An Outlook on Post-Crisis Central Europe generously sponsored by Wells Fargo
Address: Politických vězňů st. 7
This meeting is closed to the media and the Chatham House Rule will apply.
8:45AM Registration
9:00AM Session I: “How to Get Out of This Mess” Moderated by Michael Drury, McVean Trading & Investments, LLC
- Manuel Balmaseda del Campo, CEMEX
- Stephen Sexauer, Allianz Global Investors Solutions View presentation
9:45AM Session II: Constance Hunter, Chief Economist, Aladdin Capital – “More Views on China” View presentation
10:15 AM Session III: “Post-crisis Status Report on Banking in CE and Baltic Region”
- Cecilia Hermansson, Chief Economist Swedbank, “An Update on Current Issues in Banking for CE and Baltics”
- Timo Tyrväinen, Aktia Bank, “Post Crisis Monetary Policy in Central Europe: An Outlook for the ERM and
Expansion of Euro Zone.” View presentation
11:00 AM Session IV: Andrew Hodge, “US Multinationals--Focus Europe”
11:45 AM Conclusion: David Kotok, CIO Cumberland Advisors & GIC Delegation Chair
12:00 PM Lunch
Afternoon and evening at leisure.
Wednesday, June 16th
Delegates will travel to Paris, France followed by a Welcome Bistro Dinner at Aux Anysetiers du Roy at 7PM.
Address: 61, rue St. Louis en L’Isle • Metro: Sully Morland or Pont Marie • $60 USD payable to GIC • Attire: Business casual
Thursday, June 17th
GIC will partner with Banque de France for our full day conference, open to the public. Metro stop: Bourse • Attire: Business
Please enter the bank at 3 Rue de la Vrillière.
9:30AM Welcome: Christian Noyer, Governor of Banque de France & David Kotok,CIO, Cumberland Advisors & GIC Program Chair
10:00AM Session I: Sovereign Debt Panel Moderator: Michael Lewitt, Harch Capital
- Rudy Penner, The Urban Institute - US Federal Deficit View presentation
- Pierre Cailleteau,, Moody’s - Eurozone Ratings and Debt View presentation
- Peter Demirali, Cumberland Advisors 2.8 trillion US State and Local Government Debt Market View presentation
11:20AM Coffee break
11:40AM Session II: Central Bankers Panel Moderator: Pierre Jaillet, Banque de France
Keynote Speech: Athanasios Orphanides, Governor, Central Bank of Cyprus
Response:
- Herb Taylor, Vice President and Corporate Secretary, Federal Reserve Bank of Philadelphia
- Anton Brender, Dexia Asset Management
Followed by Audience Q&A
1:00PM Lunch
2:30PM Session III: International Currency Panel Moderator: Kathleen Stephansen, AIG Asset Management
- Kozo Koide, DIAM Co. – Yen
- John Silvia, Wells Fargo Securities – Dollar
- Gilles Moec, Deutsche Bank - Euro View presentation
- Julian Callow, Barclays Capital - Pound
3:50PM Break
4:00PM Session IV: Investment Panel Moderated by Ross Westgate, CNBC London
- Martin Barnes, BCA Research – The Global Investment Outlook: Back to Basics View presentation
- Martin Jetzer, Bellecapital - The European Crisis: Perspectives of an Investment Strategist and Fund Manager
- John Mauldin, Millennium Wave Investments - Hedge Funds and Their Investment Role in the Post-Crisis Period
- Andrew Boyle, London Capital Investment Partners (LCIP) - Private Equity: Where Are We Now? View presentation
5:20PM Conclusion David Kotok, CIO, Cumberland Advisors & GIC Program Chair & Robert Ophele, Banque de France
Friday, June 18th
Private Roundtable Discussion generously sponsored by Wells Fargo.
Location: Bistro de la Muette at 10, chaussee de la Muette • Metro stop: La Muette • Attire: Business Casual
This meeting is closed to the media and the Chatham House Rule will apply.
9:00AM – 9:30AM - Registration and Continental Breakfast
9:30AM – 9:40 AM: Welcoming Remarks – David Kotok, CIO Cumberland Advisors & GIC Delegation Chair
9:40AM – 10:10AM: “How the Crisis Impacted the Family Office Client”
By Kathi Grace, Excelsior Capital Advisors, LLC (Includes 15 minute Discussion)
10:10AM – 11:05AM “Issues in Washington” Moderated by J. Paul Horne, Independent Economist
(Includes 15 minute Discussion)
- “The Meaning and Implication of the Supreme Court Ruling on Political Contributions by Corporations”
By James Lucier, Capital Alpha Partners
- “Can Washington and Wall street ever get clean hands?”
By Josh Rosner, Graham Fisher & Co., Inc
- “Financial Reform: What’s Needed and Next Steps”
By Andrew Hodge
11:05AM – 11:25AM “State Debt Duration Extension: A Plea for Resurrecting the French Rente Type of Perpetual Consol"
By Francois-Xavier Chevallier, Alpha Mining (Includes 10 minute Discussion)
11:25AM – 12:05PM Off the Record Private Update on Greece and Other Sovereign Debt Issues in the Euro Zone
By Dr Hans Blommestein, Head of Bond Market and Public debt Management Unit, OECD, Paris
Q&A moderated Bill Witherell, Cumberland Advisors (20 Minutes)
The OECD Working Party on Public Debt Management brings together the government officials that are responsible
for managing the debt of the 30 OECD member country central governments. Dr Hans Blommestein’s other
responsibilities include Coordinator OECD Working Party on Public Debt Management, Chairman, Steering
Committee of the OECD Project on African Public Debt Management and Bond Markets, Member Technical Advisory
Group (TAG) of the Debt Management Facility (DMF) of the World Bank.
12:05 PM Conclusion - David Kotok, CIO Cumberland Advisors & GIC Delegation Chair
12:15PM – 12:30PM – Break/Room Set-up
12:30PM – 2:00PM - Lunch
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