Agenda
Day One: October 19, 2008
Day Two: October 20, 2008
Day One: October 19, 2008
8:00 Registration and welcome coffee
9:00 Chairman’s Opening Address
John Gilchrist
Head of Communications, Marketing & Research
Abu Dhabi Securities Exchange
9:10 Opening Keynote:
- An Overview of the Abu Dhabi markets
- Importance of ETFs to the development of the Gulf capital markets
Mr. Tom Healy
Chief Executive
Abu Dhabi Securities Exchange
9:40 Understanding ETF and their Use within your Portfolio
- An overview of ETFs globally on equity, fixed income and commodity indices
- Who are the users of ETFs
- How are ETFs used
- How do ETFs compare to alternative beta products
- Projections for the future
Deborah Fuhr
Managing Director
Global Head of ETF Research and Implementation Strategy
Barclays Global Investors
10:25 ETFs 2.0 - the next frontier for ETFs
- The new improved way of index tracking
- How ETFs can help active fund managers
- Product innovations in the ETF market
- Why the ETF market is about to take off globally
- Case studies and examples of DB experience of creating superior index tracking products and product innovations
Manooj Mistry
Head of db x-trackers structuring
Deutsche Bank
11:10 Morning Coffee Break
11:30 ETFs – Friend or Foe? A Compliance Perspective
- An overview of the Regulatory Landscape
- 5 key test of ‘good’ regulation
- The suitability of ETF’s for Investors
- Responsibilities of the Product Provider
Colm O’Donnell
Compliance Officer, Asset Management Group
NBAD
12:15 Prospects for listing ETFs in the Gulf region - Abu
Dhabi Securities Exchange’s Experience (ADX)
- The benefits of ETFs to the Gulf markets
- Rules and regulations governing ETFs
- Listing an ETF: ADX’s experience
Elie Michel Ghanem
Head of Market & Product Development
Abu Dhabi Securities Exchange
1:00 Lunch
2:15 Importance Of Indexes for ETFs
- Indexes: The DNA of ETFs
- Index Construction Issues for Muslim countries
- Islamic Index Construction Issues for Islamic ETF
- Indexes for tomorrow's ETFs
Rushdi Siddiqui
Global Director Islamic Indexes,
Dow Jones Indexes
3:00 Shariah Compliant ETF’s listed on US Exchanges
- The Regulatory Environment in USA regarding Exemptive Relief from SEC
- The Tax Advantages of ETF versus the traditional mutual funds
- What is the criteria for a Sharia index?
- How do Shariah compliant ETF’s compare to conventional ETF’s?
- The correlation of Shariah Compliant Index with conventional indexes (i.e.: S&P 500 and International equity Indexes)
- Cross listing ETF: Opportunities and Challenges
Saeid Hamedanchi
Founder & CEO
Florentez Investment Management (ShariahShares ETF)
3:45 Afternoon Tea break
4:10 Taiwanese Case Study: Roles and Responsibilities of Participating Dealers
- Benefits of participating dealers
- Understanding the ETF creation and redemption process
- Successful ETF trading strategies
- Creating arbitrage
- Development of new financial products related to ETFs
Rudi Tung
Head, Global Business Development
Polaris International Securities Investment Trust
4:55 Chairman’s Closing Remark
5:00 End of Day One
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Day Two: October 20, 2008
8:30 Welcome coffee
9:00 Chairman’s Opening Remarks
John Gilchrist
Head of Communications, Marketing & Research
Abu Dhabi Securities Exchange
9:15 Understanding ETF based on Islamic Principles
- Brief history of Islamic ETF
- What makes up an Islamic ETF
- What are the shariah considerations
- Who are the current players
- Future growth
Ibrahim Mardam-Bey
Co-founder and CEO
Siraj Capital
10:00 The first ETFs on Middle East underlyings Focusing on Islamic ETFs
- Asset allocation and portfolio diversification
- Why ETFs as an allocation tool?
- Thematics and asset classes for diversification
- Zoom on Islamic ETF management
Danièle Tohme Adet
Head ETFs and Indexed Funds,
BPPAM Co Head of EasyETF Platform
BNPP Asset Management
10:45 Morning Coffee Break
11:10 Understanding ETF from Malaysian perspective
- Introduction of ETFs in Malaysia
- Benefits of listings ETFs in Malaysia
- Primary and Secondary Market of ETFs in Malaysia
- Malaysia Case Studies - (bond and Equity ETF)
- Potential Growth of ETFs in Malaysia
Sak Moi Yong
Head, Exchanges Development
Bursa Malaysia
12:00 ETF Trends & Developments – Across Regions
Moderator – Rudi Tung, Polaris International Securities Investment Trust (Taiwan)
Panelist:
Zainal Izlan Zainal Abidin, i-Vcap Management (Malaysia)
Saeid Hamedanchi, Florentez Investment Management (USA)
Daniele Tohme Adet, BNPP Asset Management (France)
1:00 Lunch
2:15 Asia’s First Shariah Exchange Traded Fund: MyETF Dow Jones Islamic Market Malaysia Titans 25
(“MyETF-DJIM25”)
- Summary Information on MyETF-DJIM25
- Structuring of MyETF-DJIM25
- Seeding and Subscription Processes
- Listing and Trading-related Issues
- Ongoing Monitoring and Compliance
- Specific Features of MyETF-DJIM25 being a Shariah ETF
Zainal Izlan Zainal Abidin
CEO
iVCAP Management Sdn Bhd
3:00 The DFSA's Collective Investment Funds regime in the Dubai International Financial Centre (DIFC)
- Key considerations in developing the funds regime
- Investment vehicles
- Operating a collective investment fund in the DIFC
- Regulation of funds
- Public and Private funds
- Listing of funds
- Marketing of foreign funds
- Specialist funds
Simon Gray
Director, Supervision
Dubai Financial Services Authority
3:45 Afternoon Tea Break
4:05 Inverse and Leverage Inverse Exchange Traded Funds : Trade your Way to Big Profits
- Understanding inverse and leverage inverse ETFs
- Possible reasons to short an index
- Tax advantages for inverse and leverage inverse ETF
- Strategies for minimizing risk
Sameer Meralli
Head of Middle East and North Africa
ETF Securities
4:50 Chairman’s Closing Remark
5:00 End of Conference
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