CONFERENCE - Sustainable Finance Geneva

Thursday September 17th 2009
CONFERENCE
JetFin Green 2009
With Obama’s Green New Deal, volatile oil prices
and global warming, the environment is becoming
an important focus for investors around the globe.
This event brings together investors and fund
managers in this field to examine investment
strategies and risks in these areas.
“Jetfin green 2009 CONFERENCE” is the ultimate
meeting point for investors and managers in
search of real returns in Green Investments.
Leading successful managers specialized in Green
Strategies present and explain their investment
strategies.
Fund of Funds managers and investors share their
views on current strategic and tactical allocations.
Qualified investors, portfolio managers and private
bankers compare solutions and examine the
issues facing Green investments opportunities,
enabling them to take the right decisions in Green
investing.
Don’t miss this unique opportunity to participate
in “Jetfin green 2009 Conference”.
All About Renewable Energy, Climate Change, Water, Carbon
Trading, Agro and Clean Tech Funds.
Special Focus : Emerging Markets.
Where Investors meet with Green business’s Best Fund Managers.
Grand Hotel Kempinski Geneva Switzerland
Confirmed Speakers
• Pierre-François Unger, Minister of Economy and Health, Republic and State of
Geneva, CH
• Paul Clements-Hunt, Head, UNEP Finance Initiative, United Nations Environment
Programme, CH
• François Perrin, Senior PM Green Funds, Fortis Investments, Germany
• Johnny el Hachem, Head of Environmental Finance, La Compagnie Benjamin de
Rothschild S.A., CH
• Juan Sartori, Partner, Union Agriculture Group, CH
• Tom Murley, CIO, HG Capital, UK
• Deirdre Cooper, Fund Manager, Ecofin Ltd, UK
• Andrew Musters, Managing Partner, Robeco Private Equity, Netherlands
• Robin Batchlor, New Energy Fund Manager, BlackRock Investment Management, UK
• Roberto Cominotto, Transition Energy Fund Manager, Julius Baer, CH
• Dominique Candrian, MD, EIC Partners, CH
• Christoph Butz, Fund Manager, Pictet Funds SA, CH
• Olivier Buffle, Equity Analyst Water Fund, SAM Sustainable Asset Management, CH
• Hans Peter Portner, Water Fund Manager, Pictet Funds SA, CH
• Anthony Wilkinson, Founder, Clean Resources Asia, Singapore
• Anric Blatt, Founding Partner, Global Fund Exchange Ltd., USA
• Christophe de Dardel, Executive Director, Unigestion, CH
• Caroline Schum, Director, Nest Pension Fund, CH
And many others…
Jetfin Conference’s Preliminary Agenda / last issue 04.05.09

Why attend “Jetfin green 2009 Conference” ?
Unique Event
“Jetfin green 2009 Conference” is the only event where institutional and
private investors can meet with top Emerging Markets Green fund managers to
learn and debate all issues surrounding Green fund investments in Emerging
Markets.
Networking Opportunity
Networking Lunch. Enjoy lunch among your peers with the chance to candidly
discuss the concerns, challenges and opportunities of the coming months.
Cocktail Reception
During the Cocktail reception we invite you to re-connect with your peers in a
relaxed informal environment where you will meet influential investors, allocators
and alternative investment managers.
JetFin Conferences Testimonials
‘Congratulations on a fine conference! I really enjoyed attending, and found
the handouts very complete and informative.’
Juergen Solms, Fund of Funds Manager, LGT Capital Management, Zürich,
Switzerland
‘It was a great pleasure to participate in the conference. It was one of the
best conferences I have been so far. Very well organized and with good
speakers and audience.’
Luis Ribeiro, Fund Manager, HSBC, Sao Paulo, Brazil
‘I very much appreciated the selection of fund managers present.’
Pierre Mirabaud, Partner, Banque Mirabaud, Geneva, Switzerland
‘Thank you very much for organizing such a brilliant event, which we found
extremely useful. Our investors at the conference said it was one of the
most productive conferences they’ve attended.’
Oksana Kuchura, Partner, UFG Asset Management, Moscow, Russia
Thursday September 17th 2009 Preliminary Agenda
08.00 Registration & Coffee
08.30 Welcome address
Pierre-François Unger, Republic and State
of Geneva, CH
08.40 THE GREEN BIG PICTURE
Obama Green New Deal :
Outlook for 2010
• World energy and climate change trends
and scenarios for green and carbon
investments
• Assessing the impact of sustainability on
business models
• Renewable energy, clean-tech and
carbon trading - where is the best scope
for investments?
• Impact of new Green policies on
Emerging Markets
Keynote speeches:
David Blood, Generation Investment
Management, UK*
Paul Clements-Hunt, UNEP Finance
Initiative, CH
09.10 SRI FUNDS
• Can SRI funds deliver performances ?
• SRI cross-over with Green Funds
• Are SRI investments comptible with
developing countries ?
Panel Discussion:
Thierry Deheuvels, ODDO Asset
Management, France*
Gunnar Friede, Deutsche Bank, Germany*
09.45 Morning coffee break
10.15 CLIMATE CHANGE FUNDS
• Climate change as an investment strategy
• Building investment portfolios focused on
climate change opportunities
• Examining long-term growth weather
strategies for investors
• How to incorporate carbon in investment
portfolios ?
• Carbon emission challenges in India and
China.
Moderator:
Neil Eckert, CEO, Climate Exchange, UK*
Panel Discussion:
Francois Dossou, HSBC Sinopia Asset
Management, France*
Simon Webber, Global & EAFF Equities,
Schroders Investment Management, UK*
François Perrin, Fortis Investments,
Germany
Johnny el Hachem, La Compagnie
Benjamin de Rothschild S.A., CH
MSCI World Energy Index
(source : Bloomberg)
11.00 AGRO AND BIO FUEL FUNDS
• Food and Bio Fuels : the dilemna
• Bio Fuels opportunities in Latin America
• Estimating the Risks in Bio Fuels
investments
• Timber opportunities
Moderator:
Jane Goodland, Watson Wyatt, UK*

Panel Discussion:
Lionel Errera, LCF Rothschild, France*
Gaetan Henrickx, Dexia, Belgium*
Juan Sartori, Union Agriculture Group, CH
Lionel Motière, Diapason Commodities
Management, CH*
Christoph Butz, Pictet Funds SA, CH
Gilbert Brunner, Fair Energy, CH*
11.45 SOLAR AND WIND FUNDS
• Special Opportunities in Asia
• India wind market, Asia solar market
• Solar : the future of Africa energy supply ?
Panel Discussion:
Dominique Candrian, EIC Partners, CH
Robin Batchlor, BlackRock Investment
Management, UK
Roberto Cominotto, Julius Baer, CH
12.30 Networking Lunch
02.00 WATER FUNDS
• Opportunities and Risks in Water
strategies
• India irrigation challenges
• Asian water infrastructure future ?
• Potential for Sharia water funds in
muslim countries
Panel Discussion:
Hans Peter Portner, Pictet Funds SA, CH
Olivier Buffle, SAM Sustainable Asset
Management, CH
Panel Discussion:
Anthony Wilkinson, Clean Resources Asia,
Singapore
Tom Murley, HG Capital, UK
Deirdre Cooper, Ecofin Ltd, UK
Andrew Musters, Robeco Alternative
Investments, Netherlands
03.15 GREEN REAL ESTATE
• Green : Real Estate new paradigm
• Is Green the route to recovery in Real
Estate sector ?
Panel Discussion:
Gerard Wagner, SwissCanto, CH*
Jean-Claude Maissen, Credit Suisse, CH*
03.45 Afternoon tea break
04.15 ETF V/S FUNDS V/S PRIVATE EQUITY
• Liquidity issues in Green
• Passive or active investments ?
• How to achieve good portfolio
diversification ?
Panel Discussion:
Marino Brasso, Lyxor, CH*
Simon Drury, Climate Change Capital, UK*
Anric Blatt, Global Fund Exchange Ltd., USA
05.00 FUNDS OF FUNDS
• Green diversification in a FoF
• Correlation of Green Funds
Moderator:
Michael Herbst, Morningstar, UK*
Panel Discussion:
Virginia Parker, Parker Global Strategies,
USA*
Marc Goodman, Kenmar, USA*
Sarah Allen, Ermitage Group, UK*
Christophe de Dardel, Unigestion, CH
05.40 Final Investors
• Including Green funds and funds of funds
in a diversified portfolio
• Green funds seem to face difficulties to
raise assets. What are the reasons?
• What can we expect in 2009-2010?
Panel Discussion
Melchior de Muralt, De Pury Pictet
Turrettini, CH*
Caroline Schum, Nest Pension Fund, CH
06.10 Chairman’s closing remarks
06.20 End
EVENING EVENTS
06.30 Cocktail Reception
Open for all conference participants. The
cocktail reception is a unique opportunity
to network
INSTITUTIONAL PARTNERS
Member of
ORGANIZER
02.40 CLEAN INFRASTRUCTURE FUNDS
• Waste Management, clean
infrastructures, clean transport :
• What are the investment opportunities ?
• Clean transport in China : the challenges
• Waste management in Asia special focus
* to be confirmed
Jetfin Green 2009 CONFERENCE

Registration form
Jetfin Green 2009 CONFERENCE
Please fill in and fax back to + 41 22 839 80 89 or register by phone : +41 22 839 80 80
or by post : JETFIN Events - Route de Malagnou, 6 - 1208 Geneva - Switzerland
or online : www.jetfin.com
Thursday september 17th 2009 - Grand Hotel Kempinski - 19, Quai du Mont-Blanc 1201 - Geneva, Switzerland - Tel.: +41 22 908 9081
Delegate Details
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Fu l l d ay Conference & Cocktail Reception :
Fu l l d ay Conference Early Bird 1 (before May 15th) : -15%
Fu l l d ay Conference Early Bird 2 (before August 17th) : -10%
About the Organizer
“Jetfin green 2009“ is a Jetfin initiative, a leading fund adviser and investment
conference organizer.
Jetfin : Phone : +41 22 839 80 80 / Fax : +41 22 839 80 89
Web site : www.jetfin.com / E-mail : jetfin@jetfin.com
Post mail : Jetfin, Route de Malagnou, 6 - 1208 / Geneva / Switzerland
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Extra Details
Hotel accommodation : the official hotel for speakers, sponsors and delegates is the Grand Hotel
Kempinski. Delegates staying at Grand Hotel Kempinski are entitled to a special rate.
To book, please call + 41 22 908 90 81 and mention that you are attending a Jetfin conference.
For other hotels with negotiated rates please contact Jetfin.
Special rates : for group booking or for multi Jetfin conferences, please do not hesitate to contact us directly.
Invoice : will be sent after registration.
Payment : must be received before Event’s date to guarantee admission.
Substitution : a substitute delegate is welcome at no extra charge. Alternatively, your registration can
be credited to a future JetFin Event conference.
Cancellation : within one week prior event’s date 100% charged – Cancellation within two weeks prior
event’s date : 50% refund (minus CC transaction fees if applicable) - cancellation two weeks and more
prior to event : total refund (minus CC transaction fees if applicable).