PRIVATE FINANCE AND WEALTH MANAGEMENT CONFERENCE
4 December 2007, Vilnius, Lithuania, Radisson SAS Astorija (Didžioji 35/2)
8.30-9.00 Registration
9.00-9.10 Welcome address
9.10-9.30 A s h o r t i n t r o d u c t i o n i n t o t h e l o n g - t e r m s t r a t e g y
o f L i t h u a n i a n e c o n o m y
Dr. Eduardas Vilkas, professor, Lithuanian Academy of Sciences
• Lithuanian economy within the next 5 to 10 years
• Insights into such areas as macro-economy, exports and investment, etc.
9.30-10.20 G l o b a l p r i v a t e b a n k i n g a n d w e a l t h m a n a g e m e n t s u r v e y :
i n s i g h t s a n d t r e n d s
Alla Romanchuk, Performance Improvement Manager, PricewaterhouseCoopers (Russia)
• The situation in wealth management and its prospects
• Growth potential of private banking sector
• Overview of business models
• Latest services and products
10.20-10.40 Coffee break
10.40-11.30 R e c e n t d e v e l o p m e n t s i n f i n a n c i a l m a r k e t s :
r i s k s , e x p e c t a t i o n s a n d p r o s p e c t s
Mindaugas Leika, Head of Financial Stability Department, Bank of Lithuania
• Transfer of risks
• Recent developments in the housing mortgage market
• Emerging market trends
• Expectations of Lithuanian market players
11.30-12.20 H i s t o r y o f b u b b l e s : l e s s o n s f o r s u c c e s s f u l i n v e s t m e n t
Saulius Racevičius, CEO and Chairman, Sindicatum Capital International (Lithuania)
• Share market bubbles
• The anatomy of bubbles
• Examples from the global history of investing practice
12.20-13.30 Lunch
13.30-14.20 A r t a s i n v e s t m e n t
Donatas Juškus, Director, Stasys Juškus Gallery
• Art as a profitable investment
• History and strategies of investment in art
• Comparing art and other investment instruments
• The current situation in Lithuania and globally
14.20-15.10 T a x a t i o n o f i n v e s t m e n t i n s t r u m e n t s . T a x o p t i m i z a t i o n
Kristina Bartusevičienė, Head of Tax Services
Jūratė Stulgytė, Senior Tax Manager, PricewaterhouseCoopers (Lithuania)
• Taxation of income from investments
• The choice of investments from the tax point of view
• Direct investments vs. investments via a company
15.10-15.40 Coffee break
15.40-16.30 P r i v a t e b a n k i n g : a g e n e r a l i n t r o d u c t i o n w i t h e x a m p l e s
f r o m e v e r y d a y p r a c t i c e o f a S w i s s b a n k
Carlo Azzi, Senior Vice President and Member of the Management Committee, Finter Bank Zurich (Switzerland)
• Standard banking solutions vs. custom solutions
• The bank and family welfare related issues
• How Swiss banks operate - an eye-opener presentation
16.30-17.30 Farewell wine and refreshments