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	<title>IAI Review.org &#187; Marcus Evans</title>
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	<link>http://www.iaireview.org</link>
	<description>Alternative Investment Industry</description>
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		<title>Lord North Street: Getting Private Wealth Management Right</title>
		<link>http://www.iaireview.org/2011/10/lord-north-street-getting-private-wealth-management-right/</link>
		<comments>http://www.iaireview.org/2011/10/lord-north-street-getting-private-wealth-management-right/#comments</comments>
		<pubDate>Fri, 07 Oct 2011 12:57:05 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Business Opportunities - Global Investments]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=6295</guid>
		<description><![CDATA[
William Drake: Manager selection is the next important step. Once the portfolio has been designed, the question is how to execute it.
We prefer to find talented fund managers who can add some value over the indices, but manager selection is not as critical as getting the risk profiling and asset allocation right. If we cannot find talented managers in a particular mandate, we use trackers to get exposure to the asset class until we do. 
As the economy rebounds, investors are trying to immunise their portfolios against future crises and market fluctuations.
How can they achieve this to some degree?
Not all families are risk averse at the moment; some are taking advantage of the current markets and buying undervalued assets that will perform well in five or ten years.
For very risk averse families, we choose a mix of asset classes with some protection built in, so assets will compensate each other if ...]]></description>
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		<slash:comments>0</slash:comments>
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		<item>
		<title>European institutional investors to discover fresh approaches to alpha generation despite uncertainty in global financial markets.</title>
		<link>http://www.iaireview.org/2011/09/european-institutional-investors-to-discover-fresh-approaches-to-alpha-generation-despite-uncertainty-in-global-financial-markets/</link>
		<comments>http://www.iaireview.org/2011/09/european-institutional-investors-to-discover-fresh-approaches-to-alpha-generation-despite-uncertainty-in-global-financial-markets/#comments</comments>
		<pubDate>Thu, 15 Sep 2011 14:06:32 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=6222</guid>
		<description><![CDATA[
marcus evans, the producer of high-level business events for the world’s leading business decision-makers, has announced the Alternative Investments Europe Summit, taking place from 4-5 October 2011 in the Fairmont Le Montreux Palace, Montreux, Switzerland.
“Once again, a superbly organised summit offering first class speakers and unique networking opportunities” Motor Industry Pension Fund 
Offering much more than any conference, exhibition or trade show, the Alternative Investments Europe Summit 2011 gathers the region’s forefront institutional investors to explore the next generation investment strategies in private equity, infrastructure, real estate, hedge funds and emerging market classes.
Key Speakers include:
•	Benjamin Alimansky, MD &#38; Director Manager Research Group, Glenmede Investment &#38; Wealth Management
•	Peter Wallach, Head of Pension Fund, Merseyside Pension Fund
•	Hannes Ambacher, MD, Private Equity, Bank Gutmann
•	Martin Mlynár, CEO, Corestone
•	Bernard Walsh, Head of Pensions, Bank of Ireland Life
The primary objective of the Alternative Investments Europe Summit 2011 is to explore the key aspects and issues in attaining true ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2011/09/european-institutional-investors-to-discover-fresh-approaches-to-alpha-generation-despite-uncertainty-in-global-financial-markets/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Pension executives come together in order to ensure their investment strategies deliver strong returns even in the most challenging financial markets.</title>
		<link>http://www.iaireview.org/2011/09/pension-executives-come-together-in-order-to-ensure-their-investment-strategies-deliver-strong-returns-even-in-the-most-challenging-financial-markets/</link>
		<comments>http://www.iaireview.org/2011/09/pension-executives-come-together-in-order-to-ensure-their-investment-strategies-deliver-strong-returns-even-in-the-most-challenging-financial-markets/#comments</comments>
		<pubDate>Thu, 15 Sep 2011 14:00:32 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Succession Planning and Family Business]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=6218</guid>
		<description><![CDATA[
marcus evans, the organiser of high-level business events for the world’s leading business decision-makers, hereby announces  the UK Pension &#38; Investments Summit, taking place from 6-7 October 2011 at the Wyndham Grand London Chelsea Harbour Hotel, London, UK.
“Professionally organised event with high caliber speakers ” Telefonica O2
Offering much more than any conference, exhibition or trade show, the UK Pension &#38; Investments Summit 2011 is a unique industry event bringing together the gate keepers of the UK pension funds and leading asset managers working towards a new era of pension scheme models.
Keynote Speakers include:
•	Allan Johnston, Chairman of the Trustees, British Steel Pension Scheme
•	Jeannie Drake, Baroness, House of Lords
•	David Adkins, CIO, The Pensions Trust
•	Dr Amlan Roy, Head of Global Demographics &#38; Pensions Research, Credit Suisse
•	Mark Fawcett, CIO, National Employment Savings Trust 
The primary objective of the UK Pensions &#38; Investments Summit 2011 is to explore the key topic areas and issues related to ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2011/09/pension-executives-come-together-in-order-to-ensure-their-investment-strategies-deliver-strong-returns-even-in-the-most-challenging-financial-markets/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Smoothing Transitions: Guiding Private Wealth Management Professionals into the Post-Crisis World of Finance</title>
		<link>http://www.iaireview.org/2011/07/smoothing-transitions-guiding-private-wealth-management-professionals-into-the-post-crisis-world-of-finance/</link>
		<comments>http://www.iaireview.org/2011/07/smoothing-transitions-guiding-private-wealth-management-professionals-into-the-post-crisis-world-of-finance/#comments</comments>
		<pubDate>Fri, 08 Jul 2011 14:58:07 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Private Equity]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=5912</guid>
		<description><![CDATA[
The eighth marcus evans Elite Summit, held in Montreux this past May, maintained its position as the cornerstone of cutting edge networking for the financial advisors of Europe’s wealthiest families and UHNWI. An unparalleled programme delivered best practices from superior PWM expertise and in-depth one-on-one networking with top asset/fund managers and service providers.
It was kicked off by Chairman Gideon Rachman, of the Financial Times, with a concise global economic overview that unified all of the event sessions. Provocative keynotes spoke of looking inward to empower client portfolio potential by strengthening service structures, transparency and inter-family communication. It was a message aimed at stabilising family concerns and frustrations following the global crisis. The Founder of Lowenhaupt Global Advisors embodied this message by sounding a call to Family Offices for standards development aimed at the protection of both advisors and clients. 
A series of in-depth case studies ranged all over the topic spectrum ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2011/07/smoothing-transitions-guiding-private-wealth-management-professionals-into-the-post-crisis-world-of-finance/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>graymatter STRATEGIES, LCC:  Family Dynamics in Private Wealth Management</title>
		<link>http://www.iaireview.org/2011/03/graymatter-strategies-lcc-family-dynamics-in-private-wealth-management/</link>
		<comments>http://www.iaireview.org/2011/03/graymatter-strategies-lcc-family-dynamics-in-private-wealth-management/#comments</comments>
		<pubDate>Tue, 01 Mar 2011 15:10:05 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Family Office and Wealth Management]]></category>
		<category><![CDATA[Elite Summit 2011]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=5035</guid>
		<description><![CDATA[
Lisa Gray, a keynote speaker at the marcus evans Elite Summit 2011, discusses the role that family dynamics play in private wealth management.
Interview with: Lisa Gray, Founder &#38; Managing Member, graymatter STRATEGIES, LLC.
“The biggest risks to family wealth emanate from the family itself. Market risks pale in comparison to the role that family dynamics can play,” says Lisa Gray, Founder &#38; Managing Member, graymatter STRATEGIES, LLC. A keynote speaker at the marcus evans Elite Summit 2011 in Montreux, Switzerland, 25 &#8211; 27 May, the author of “The New Family Office: Innovative Strategies for Consulting to the Affluent” and “Generational Wealth Management: A Guide for Fostering Global Family Wealth” talks about family dynamics, and generational and behavioural biases.   
What is missing in private wealth management today?
Lisa Gray: Family dynamics have a direct impact on the conversations taking place between family members and their advisors. However, nobody seems to recognise this. For advisors ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2011/03/graymatter-strategies-lcc-family-dynamics-in-private-wealth-management/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Keeping the Focus on Future Pension Needs</title>
		<link>http://www.iaireview.org/2011/01/keeping-the-focus-on-future-pension-needs/</link>
		<comments>http://www.iaireview.org/2011/01/keeping-the-focus-on-future-pension-needs/#comments</comments>
		<pubDate>Wed, 19 Jan 2011 08:24:09 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Business Opportunities - Global Investments]]></category>
		<category><![CDATA[European Pensions & Investments Summit 2011]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=4675</guid>
		<description><![CDATA[
Ángel Martinez Aldama, a speaker at the marcus evans European Pensions &#38; Investments Summit 2011, delivers his thoughts on pension investments.
Interview with: Ángel Martinez Aldama, Director, INVERCO (Spanish Association of Investment and Pension Funds) &#38; Chairman of the Board, EFRP (European Federation for Retirement Provision)
Pension fund investment strategies need to be based on the age demographics of the scheme members, advises Ángel Martinez Aldama, Director, INVERCO (Spanish Association of Investment and Pension Funds) &#38; Chairman of the Board, EFRP (European Federation for Retirement Provision). Although no investment is immune to market volatility, some investments are not recommended if most members in the scheme are nearing retirement. A speaker at the marcus evans European Pensions &#38; Investments Summit 2011 in Montreux, Switzerland, 16 &#8211; 18 May, Martinez Aldama talks about the pension regulatory environment in Europe and what assets are less of a gamble when managing pension investments. 
What are your ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2011/01/keeping-the-focus-on-future-pension-needs/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Marcus Evans Summits announces Wolfgang Seidel, PhD, Keynote Speaker at the Private Wealth Management Summit 2010 &#8211; December 1-3, 2010</title>
		<link>http://www.iaireview.org/2010/11/marcus-evans-summits-announces-wolfgang-seidel-phd-keynote-speaker-at-the-private-wealth-management-summit-2010-december-1-3-2010/</link>
		<comments>http://www.iaireview.org/2010/11/marcus-evans-summits-announces-wolfgang-seidel-phd-keynote-speaker-at-the-private-wealth-management-summit-2010-december-1-3-2010/#comments</comments>
		<pubDate>Tue, 23 Nov 2010 14:14:28 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Private Equity]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=4211</guid>
		<description><![CDATA[marcus evans Summits, is pleased to announce Wolfgang Seidel as the Keynote Speaker at the Private Wealth Management Summit, taking place at the prestigious Red Rock Casino Resort &#38; Spa, Las Vegas, NV.
The Private Wealth Management Summit (www.privatewealthsummit.com), provides a unique forum for service providers to gain access to leading investors and family offices. Over three days, service providers will meet and interact with senior executives through a number of one-on-one business meetings and many networking activities. 
Wolfgang Seidel, one of the world’s most reputable Finance Professors, will be presenting on “The Macroeconomic Environment and its Implications on Asset Returns/Asset Allocation.”  Also adding to this year’s cutting edge program, we have some of investment’s leading minds speaking on relevant topics such as reducing tax on investment portfolio returns, capital preservation and family governance and investment policy coordination for multi-generational families; among other key topics.  These presentations will be delivered by ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2010/11/marcus-evans-summits-announces-wolfgang-seidel-phd-keynote-speaker-at-the-private-wealth-management-summit-2010-december-1-3-2010/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Alternative Investments Summit North America</title>
		<link>http://www.iaireview.org/2010/11/alternative-investments-summit-north-america/</link>
		<comments>http://www.iaireview.org/2010/11/alternative-investments-summit-north-america/#comments</comments>
		<pubDate>Tue, 23 Nov 2010 14:10:37 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=4209</guid>
		<description><![CDATA[marcus evans Summits, is pleased to announce the successful conclusion of the annual Alternative Investments Summit 2010 (www.alternativeinvestmentssummit.com); held at the Red Rock Casino Resort &#38; Spa in Las Vegas, NV.
The annual Alternative Investments Summit 2010 was an opportunity for leading Institutional Investors and Family Offices to join together, discuss key issues, and cultivate new business, in an exciting and unique setting.  The marcus evans forum provided over 325 one-on-one business meetings between CEO’s, Chief Investments Officers, and Partners from the most reputable firms globally. 
Inside industry knowledge was presented at the annual Alternative Investments Summit by leaders such as Caleb Sevian, W3 Family Offices; Dan Kim, Hewitt&#124;EnnisKnupp and Andrew Mehalko, GenSpring Family Offices.  The response to these presentations was overwhelming.  The events Chairman, Christian Menegatti presented his own Keynote Presentation, “This Time is Different.  It’s Worse…” Menegatti’s presentation was referred to buy attendees as “Excellent!”  Menegatti himself was referred ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2010/11/alternative-investments-summit-north-america/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Chief Investment Officers Shared Ideas at the Nordic Pensions &amp; Investments Summit 2010, organised by marcus evans</title>
		<link>http://www.iaireview.org/2010/11/chief-investment-officers-shared-ideas-at-the-nordic-pensions-investments-summit-2010-organised-by-marcus-evans/</link>
		<comments>http://www.iaireview.org/2010/11/chief-investment-officers-shared-ideas-at-the-nordic-pensions-investments-summit-2010-organised-by-marcus-evans/#comments</comments>
		<pubDate>Mon, 08 Nov 2010 13:38:43 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=4093</guid>
		<description><![CDATA[The Nordic Pensions &#38; Investments Summit (www.nordicpensions-summit.com/IAIpr), provided a unique interactive forum for the Nordic pension and investments community to explore common challenges and share experiences on key investment strategies. The dynamic programme was combined with one-to-one business meetings with leading service providers. A series of insightful presentations, case studies and thought-provoking discussions were led by high-profile speakers, knowledgeable in their respective fields. 
The summit attendees followed a personalised agenda designed to maximise their limited time and to effectively meet their business needs and interests. Keynote Speakers included:

Daniel Barr, Chair, Swedish Solvency II Inquiry
Dr James Gifford, Executive Director, UN Principles for Responsible Investment
Peter Hansson, CEO, SPK (Sparinstitutens Pensionskassa)
Dr Edward Palmer, Professor of Social insurance Economics, Uppsala University, Research Director &#38; Senior Advisor, Swedish Social Insurance Agency, Advisor to Governments on Pension Policy &#38; Institutions, World Bank
Dr Amlan Roy, Head of Global Demographics &#38; Pensions Research, Credit Suisse Securities
Cecilia Thomasson Blomquist, ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2010/11/chief-investment-officers-shared-ideas-at-the-nordic-pensions-investments-summit-2010-organised-by-marcus-evans/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Chief Investment Officers Shared Ideas at the UK Pensions &amp; Investments Summit 2010, organised by marcus evans</title>
		<link>http://www.iaireview.org/2010/11/chief-investment-officers-shared-ideas-at-the-uk-pensions-investments-summit-2010-organised-by-marcus-evans/</link>
		<comments>http://www.iaireview.org/2010/11/chief-investment-officers-shared-ideas-at-the-uk-pensions-investments-summit-2010-organised-by-marcus-evans/#comments</comments>
		<pubDate>Mon, 08 Nov 2010 13:36:48 +0000</pubDate>
		<dc:creator>staff</dc:creator>
				<category><![CDATA[Alternative Investments]]></category>
		<category><![CDATA[Marcus Evans]]></category>

		<guid isPermaLink="false">http://www.iaireview.org/?p=4091</guid>
		<description><![CDATA[The UK Pensions &#38; Investments Summit (www.ukpensions-summit.com/IAIpr), provided a unique interactive forum for the UK’s pension and investments community to share ideas and experiences on minimising existing pension fund deficits, hedging liabilities and maximising assets wherever possible with an optimal amount of risk involved. The dynamic programme was combined with one-to-one business meetings with leading service providers. A series of insightful presentations, case studies and thought-provoking discussions were led by high-profile speakers, knowledgeable in their respective fields. 
The summit attendees followed a personalised agenda designed to maximise their limited time and to effectively meet their business needs and interests. Keynote Speakers included:

Brian Bailey, Director of Pensions, West Midlands Metropolitan Authorities
John Chilman, Group Pensions Director, FirstGroup Pension Schemes
Chris Hitchen, Chief Executive, Railway Pension Scheme
Allan Johnston, Chairman of the Trustees, British Steel Pension Scheme
Kevin O’Boyle, Group Head of Pensions, BT Pension Scheme

Testimonials
“Professionally organised event with high caliber speakers. Good debates on the ...]]></description>
		<wfw:commentRss>http://www.iaireview.org/2010/11/chief-investment-officers-shared-ideas-at-the-uk-pensions-investments-summit-2010-organised-by-marcus-evans/feed/</wfw:commentRss>
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