SPRECHER SIND U.A./AMONG THE SPEAKERS ARE: Jan Altmann

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1 SPRECHER SIND U.A./AMONG THE SPEAKERS ARE: Jan Altmann Partner, AG Matthias Bart Head of Sales & Communication, SEB Immobilien-Investment GmbH Klaus-Jürgen Baum Managing Director, Fidelity Investment Services GmbH Ulf Baumgarten Head of Product Management Institutional, COMINVEST Asset Management GmbH Axel Benkner Chairman of the Congress; Managing Director, DWS Investment GmbH; Speaker of the Board, BVI Bundesverband Investment und Asset Management Dr. Hanno Beck Editor, Frankfurter Allgemeine Zeitung Andreas Benz Regional Manager, Man Investments Wolfgang Breu Key Account Manager Customized Solutions, European Bank for Fund Services GmbH (ebase) Dr. Rolf-E. Breuer Chairman of the Supervisory Board, Deutsche Bank AG Choy-Soon Chua Head of Investments, SEB Immobilien-Investment GmbH Anne E. Connelly Managing Director, Morningstar Deutschland GmbH Shawn Convery Co-Founder, Almonde Ute Dahremöller Head of Finance, Bundesanstalt für Post und Telekommunikation Matthias Dedio Head of Product Management, Friedemann Derndinger COO, AWD Holding AG Peter Engel Managing Director, Profidata AG Alberto M. Francioni Head of Sales, Europe & Middle East, BlueBay Asset Management Riccardo Gambineri Director, Head of Product Management, Investment Fund Services, Clearstream Banking Edgar Gehrke Service Delivery Manager Banking, Thales Information Systems GmbH Rudolf Geyer Chairman of the Board of Directors, European Bank for Fund Services GmbH (ebase) Stefan Gmür Managing Director, State Street Bank GmbH Dr. Thomas Goergen Head of Product Strategy/Development, Senior Vice President, COMINVEST Asset Management GmbH Dr. Jörn Grimmer Managing Principal, Capco Gerold Hornschu Partner, Audit Financial Services Clients, KPMG Deutsche Treuhand-Gesellschaft Aktiengesellschaft Wirtschaftsprüfungsgesellschaft Bernd Katzenstein Spokesman, DIA Deutsches Institut für Altersvorsorge GmbH Dieter Klein Director Asset Management and Trading, BASF AG Barbara Knoflach Managing Director, SEB Immobilien-Investment GmbH Vincent Kok Principal / Head of International Bonds, State Street Global Advisors Ltd. Dr. Wolfgang Mansfeld President, EFAMA - European Fund and Asset Management Association Christoph Michel Partner, Audit Financial Services Clients, Head Fonds-Analysis, KPMG Deutsche Treuhand Gesellschaft Aktiengesellschaft Wirtschaftsprüfungsgesellschaft Christian Mosel Head of Institutional Marketing, COMINVEST Asset Management GmbH Ingo Narat Senior Financial Correspondent, Asset Management, Handelsblatt Julian J. H. Presber Managing Director, State Street Bank Luxembourg S.A. Martina G. Reichl Speaker of the Board, J. P. Morgan Fonds Services GmbH Dietmar Roessler Business Manager, BNP PARIBAS Securities Services Brian Rohan Business Development Director for Investment Management, Thomson Financial Nikolaus Schmidt-Narischkin Head of Pension Solutions, Dr. Friedrich Schmitz Global Head of Asset Management, Commerzbank AG Stefan Seip Director General, BVI Bundesverband Investment und Asset Management e.v. Dr. Dirk Söhnholz Managing Director, FERI Trust GmbH Peter J. Sullivan Managing Director, Global Head of Equity Research, State Street Global Markets Carola von Schenk Editor, dpn deutsche pensions- & investment-nachrichten Financial Times Business Thomas Voecking Portfolio Manager Overlay, Bernd Wagner Managing Director, Universal-Investment-Gesellschaft mbh Klaus-Jürgen Baum Axel Benkner Andreas Benz Dr. Rolf-E. Breuer Choy-Soon Chua Anne E. Connelly Ute Dahremöller Friedemann Derndinger Peter Engel Alberto M. Francioni Riccardo Gambineri Stefan Gmür Dr. Thomas Goergen Dr. Jörn Grimmer Gerold Hornschu Bernd Katzenstein Dieter Klein Barbara Knoflach Vincent Kok Dr. Wolfgang Mansfeld Christoph Michel Julian J. H. Presber Martina G. Reichl Dr. Friedrich Schmitz Stefan Seip Dr. Dirk Söhnholz Peter J. Sullivan Bernd Wagner

2 ALLGEMEINE INFORMATIONEN/GENERAL INFORMATION VI. European Asset Management Congress Veranstaltungstermin/Date of Event Montag, 11. April 2005 Beginn: 9.00 Uhr Monday April 11, 2005 Start: 9.00 a.m. Veranstaltungsort/Congress location Hotel InterContinental, Wilhelm-Leuschner-Straße 43, Frankfurt am Main Kongressprache/Congress language Teilnahme/Participation Englisch/Deutsch (Simultanübersetzung) English/German (Simultaneous translation) 650,00 (plus 16% MwSt) 650,00 (plus 16% VAT) Projektleitung/Project management Kontakt/Contact Gila Fascher Programm/Programme Parkmöglichkeiten/Parking Maleki Group Financial Communications & Consulting Wiesenau Frankfurt am Main Phone: +49(0) Fax: +49(0) Internet: g.fascher@malekigroup.com Programmänderungen aus dringendem Anlass behält sich der Veranstalter vor The organizers reserve the right to alter the programme as necessary. Garage Hotel InterContinental Vorschlag für Hotelunterbringung/ Suggested accommodation Hotel InterContinental Wilhelm-Leuschner-Straße Frankfurt am Main Phone: +49(0) Fax: +49(0) Im Hotel steht eine begrenzte Anzahl von Zimmern unter dem Reservierungscode»European Asset Management Congress«zu speziellen Konditionen zur Verfügung. Bitte nehmen Sie für Reservierungen/ Zahlungen direkt mit dem Hotel Kontakt auf. A limited number of rooms at a special rate is available at the hotel. For reservation and payment options, please contact the hotel directly and refer to the reservation code»european Asset Management Congress«to obtain the special rate. Please reserve the date for next year s VII. European Asset Management Congress Monday, April 24, 2006

3 PROGRAMM/PROGRAMME»Den Wohlstand im dritten Jahrtausend bewahrensecuring Wealth in the Third Millennium«Eine Initiative von / An initiative of: Hauptsponsoren / Main Sponsors Co-Sponsoren / Co-Sponsors April 11, 2005 Hotel InterContinental Frankfurt am Main Förderer / Supporter Hauptmedienpartner / Main Media Partner Sonstige Medienpartner / Media Partner

4 09.00 a.m. Registrierung / Registration a.m. Begrüßung / Welcome Axel Benkner Reden / Speeches Chairman of the Congress; Speaker of the Board, BVI Bundesverband Investment und Asset Management e.v.; Speaker of the Board, DWS Investment GmbH Die zukünftige Rolle der deutschen Banken im globalen Wettbewerb / The international perspectives of German banks past, present, future Dr. Rolf E. Breuer Chairman of the Supervisory Board, Deutsche Bank AG Die zukünftige Rolle der deutschen Fondsgesellschaften im globalen Wettbewerb / The international perspectives of German investment companies Axel Benkner Chairman of the Congress; Speaker of the Board, BVI Bundesverband Investment und Asset Management e.v.; Speaker of the Board, DWS Investment GmbH Wieviel Integration verträgt ein Asset Management-Konzern? / What is the perfect level of integration for an asset managment company? Dr. Friedrich Schmitz Global Head of Asset Management, Commerzbank AG a.m. Kurze Unterbrechung / Short break a.m. Podiumsdiskussionen / Panel Discussions (Parallele Diskussionen / Parallel sessions) PANEL DISCUSSIONS I II Die Rolle Deutschlands im globalen Asset Management / Germany s role in global asset management Die Zukunft Deutschlands als Produktionsstandort / The future of Germany as an asset management production base Deutschland nur Verkaufsstandort für ausländische Asset Manager? / Germany reduced to the role of a sales outlet? Grenzüberschreitende Expansion von Asset Managern in Europa / Cross-border expansion by asset managers in Europe Klaus-Jürgen Baum Managing Director, Fidelity Investment Services GmbH Dr. Wolfgang Mansfeld President, EFAMA - European Fund and Asset Management Association Dr. Friedrich Schmitz Global Head of Asset Management, Commerzbank AG Dr. Dirk Söhnholz Managing Director, FERI Trust GmbH Dr. Hanno Beck Editor, Frankfurter Allgemeine Zeitung Zukunftsmarkt Altersvorsorge / Prospects of the German pension market Position und Perspektive der Investmentbranche / Status-quo and outlook with respect to the investment industry Alterseinkünftegesetz: Wettbewerb oder Kooperation zwischen Fondsgesellschaften und Versicherungen? / Retirement income act (Alterseinkünftegesetz) "level playing field" for all participants Zeitwertkonten als sechster Durchführungsweg? / Working time accounts an alternative for company pension plans Friedemann Derndinger Chief Operating Officer, AWD Holding AG Dieter Klein Director Asset Management and Trading, BASF AG Nikolaus Schmidt-Narischkin Head of Pension Solutions, Stefan Seip Director General, BVI Bundesverband Investment und Asset Management e.v. Bernd Katzenstein Spokesman, DIA Deutsches Institut für Altersvorsorge GmbH a.m. Kaffeepause / Coffee break Möglichkeit zum Besuch der Ausstellung / Possibility to visit the exhibition

5 12.00 a.m. Podiumsdiskussionen / Panel Discussions (Parallele Diskussionen / Parallel sessions) WORKSHOPS PANEL DISCUSSIONS III IV Vortrag / Lecture Die Immobilie als Asset Klasse / The asset class real estate Barbara Knoflach Managing Director, SEB Immobilien-Investment GmbH Anschließend / following : Die Chancen spezieller Asset Klassen / Prospects for special asset classes Hedge Funds: Good bye or good buy? Immobilienfonds: Bricks and Clicks! / Real estate funds: Bricks and clicks! Aktien Aussichten und das Verhalten institutioneller Investoren / Equity Market Prospects a behavioral approach Andreas Benz Regional Manager, Man Investments Barbara Knoflach Managing Director, SEB Immobilien-Investment GmbH Peter J. Sullivan Managing Director, Global Head of Equity Research, State Street Global Markets Carola von Schenk Editor, dpn deutsche pensions & investment-nachrichten, Financial Times Business Wachsende Überschneidungen zwischen Spezial- und Publikumsfonds / Growing overlapping between Spezial Fonds and mutual funds Publikumsfonds für institutionelle Anleger / Mutual funds for institutional investors Zukunft der Spezialfonds / The future of Spezial Fonds Anforderungen an das institutionelle Reporting / State-of-the-art institutional reporting Ute Dahremöller Head of Finance, Bundesanstalt für Post und Telekommunikation Matthias Dedio Head of Product Management, Dr. Thomas Goergen Head of Product Strategy/Development, Senior Vice President, COMINVEST Asset Management GmbH Jan Altmann Partner, Funds@Work AG p.m. Mittagessen / Lunch (Mit freundlicher Unterstützung von / Sponsored by Union Investment) Möglichkeit zum Besuch der Ausstellung / Possibility to visit the exhibition p.m. Workshops (Parallele Veranstaltungen / Parallel sessions) Deutsche Asset Management Multi-Manager-Fonds als Master KaG für kleinere institutionelle Kunden Matthias Dedio Head of Product Management European Bank for Fund Services (ebase) Effiziente Abwicklung von Zeitwertkonten mit Fondsrückdeckung Wolfgang Breu Rudolf Geyer State Street Pooling: Ein neuer Ansatz für Pensionskassen Julian J. H. Presber Key Account Manager Customized Solutions Chairman of the Board of Directors Managing Director, State Street Bank Luxembourg KPMG Risk management for investment funds - regulation and current developments in the German fund market Gerold Hornschu, Christoph Michel Partner, KPMG Deutsche Treuhand-Gesellschaft Aktiengesellschaft Wirtschaftsprüfungsgesellschaft SEB Immobilien-Investment Internationale Investmentstrategien Choy-Soon Chua Head of Investments BlueBay Asset Management European High Yield An Absolute Return Type Asset Class? Alberto M. Francioni Head of Sales, Europe and Middle East COMINVEST Asset Management Der Wandel des institutionellen Asset Managements vom Produkt- zum Lösungsanbieter Christian Mosel Clearstream Distributing investment funds across Europe Riccardo Gambineri Head of Institutional Marketing Director, Head of Product Management, Investment Fund Services

6 03.30 p.m. Podiumsdiskussionen / Panel Discussion PANEL DISCUSSION Aufteilung Wertschöpfungskette: Produktion Vertrieb Abwicklung / Segregation of the value chain: production sales backoffice Die Rolle der Global Custodians / The role of global custodians Die deutschen Master KAGen im Wettbewerb / German Master KAGen in competition Master KAGen und Overlay Management / Master KAGen and overlay management Stefan Gmür Speaker of the Board, State Street Bank GmbH Martina G. Reichl Speaker of the Board, J. P. Morgan Fonds Services GmbH Dietmar Roessler Business Manager International Investor Services, BNP Paribas Securities Services S.A. Bernd Wagner Managing Director, Universal-Investment-Gesellschaft mbh Ingo Narat Senior Financial Correspondent, Asset Management, Handelsblatt p.m. Kaffeepause / Coffee break Möglichkeit zum Besuch der Ausstellung / Possibility to visit the exhibition p.m. Workshops (Parallele Veranstaltungen / Parallel sessions) WORKSHOPS V Deutsche Asset Management Master KaG und Overlay Management Thomas Voecking COMINVEST Asset Management Publikumsfonds für institutionelle Anleger: Rahmenbedingungen, Marktentwicklungen, Fallbeispiel Dr. Thomas Goergen Ulf Baumgarten Head of Product Strategy/Development Head of Product Management Institutional State Street Immunization of pension portfolios against inflation and duration risks Vincent Kok Principal, State Street Global Advisors Capco Ahead of the game - Success factors for sustainable profitability in the German Asset Management Industry Dr. Jörn Grimmer Managing Principal SEB Immobilien-Investment Das Target-Return-Konzept bei offenen Immobilienfonds: Warum? Matthias Bart Head of Sales & Communication Thales B2 is a best practice initiative for risk management Edgar Gehrke Shawn Convery Service Delivery Manager Banking, Thales Information Systems GmbH Co-Founder, Almonde Profidata AG XENTIS von Profidata Projekte, die überschaubar bleiben ein System, das wirklich live geht Peter Engel Managing Director Thomson Financial The impact of international financial reporting standards and research unbundling on European asset managers Brian Rohan p.m. Cocktail & Dinner Rede / Speech Europas Fondshäuser im Morningstar Vergleich / Europe's asset managers in a Morningstar comparison Anne E. Connelly p.m. Ende / End Business Development Director for Investment Management Managing Director, Morningstar Deutschland GmbH