1. technology and computing
2. mp3 and midi







Accredited Investment Fiduciary®(AIF®) certification course prior to the conference on
th
th
November 13 and 14 .
120 Father Duenas Avenue Suite 102 Hagatna, Guam 96910 | Tel: 1 671 477-0808 | Website: www.apafs.org
Dear Fellow Fiduciary,
Earn the Accredited Investment Fiduciary™ (AIF™) designation from the Center for Fiduciary Studies™, facilitated by fi360
Pacific and hosted by Asia Pacific Association for Fiduciary Studies (APAFS), in conjunction with the 12th Annual Pacific
Region Investment Conference being held at the same location, on November 15 and 16, 2012.
What: AIF™ Training Program
When: Tuesday November 13 and Wednesday November 14, 2012
Where: New World Hotel, Makati, Manila, Philippines
Who Should Attend:






Public and private sector plan trustees, administrators, executive directors and managers
Endowment and foundation trustees, administrators, executive directors and managers
Legislators responsible for the oversight and funding of public pension funds and sovereign trust funds
Third-party administrators and benefits design consultants
Attorneys/accountants/actuaries
Investment managers and consultants
Why You Should Attend:
The AIF™ Training Program offers attendees the ability to earn the AIF ™ Designation, which is the first, and most globally
recognized, designation that demonstrates knowledge and competency in the area of fiduciary responsibility. The AIF™
Designation represents a thorough knowledge of fiduciary standards and the application through the execution of “best practices”
for investment policy and procedures, and is the most sought-after investment credential and designation of global standard for
fiduciaries.
How: Visit www.apafs.org to download a Training Program Brochure and Registration Form.
Attendance for the AIF™ Training Program is limited to the first 40 paid registrants. Based on the experience last year at the
same venue, we expect seats to fill up quickly. We would recommend registration and payment on or before June 30, 2012.
Expect to hear more updates from us as the day draws near.
Feel free to contact me directly at [email protected] or Daniel A. Roland, CIMA™, AIF™, our executive director at
[email protected] with any questions, comments or suggestions you might have.
See you there!
Sincerely,
AIF™
120 Father Duenas Avenue Suite 102 Hagatna, Guam 96910 | Tel: 1 671 477-0808 | Website: www.apafs.org
presents
2 Back to Back Fiduciary Events of the Year
in association with
The Future Steward:
Promoting Global Sustainability
through Social Responsible Investing
Accredited Investment Fiduciary® Training
November 13 -14, 2012
New World Hotel,
Manila, Philippines
The 12th Annual Pacific Region
Investment Conference
November 15-16, 2012
New World Hotel,
Manila, Philippines
The 12th annual Pacific Region Investment Conference will
be keynoted by Alexandra Tracy, Chairman of Association for
Sustainable & Responsible Investment in Asia (ASrIA). On the first
day of the Conference, she will be focusing on “The Challenges
and Opportunities for Sustainable Investing in Asia”.
Alexandra Tracy
Keynote
REGISTER NOW via URL www.apafsevents.brandspeakasia.com today!
PLATINUM SPONSORS
BRONZE Sponsors
Gold Sponsors
Media
Partners
SILVER SPONSORS
Official
Airline Partner
12th PRIC Secretariat | Leigh De Armas | Email:[email protected] | www.apafs.org
The Future Steward:
Promoting global sustainability
through social responsible
investing
PROGRAM FLOW
November 15 & 16, 2012
New World Hotel,
Makati City, Philippines
Thursday, 15th of November 2012
Mistress of Ceremonies: Issa Litton - Garrido
Investment Savvy TV Host, Lifestyle Personality
7:00 AM
Breakfast and Registration
8:30 AM
Welcome Remarks
8:45 AM
Session 1: Global & Emerging Markets Fixed Income
Adam Grotzinger, CFA, Franklin Templeton Investments (Asia) Ltd.
9:45 AM
Coffee and Refreshment Break
10:00 AM
Session 2: Low Volatility Investing
Carl Moss, MBA, Janus Capital
11:00 AM
Session 3: Corporate Governance Reform: Using Shareholder Litigation to Fix a System Gone Awry
Darren J. Robbins, Robbins Geller Rudman & Dowd
12:00 PM
Featured Luncheon Speaker: GIPS UPDATE: Best Practices in Performance Management
Trevor Persaud, GIPS RIPS
1:00 PM
Session 4: Sustainable Investing: How to combine responsible investing and financial returns
Gaëtan Obert, BNP Paribas Investment Partners
2:00 PM
Keynote: Session 5: The Challenges and Opportunities for Sustainable Investing in Asia
Alexandra Tracy, ASrIA
3:00 PM
Q&A with Keynote Speaker
3:15 PM
Session 6: Panel: Sovereign Ratings, What it is and how it is assessed; Costs and Benefits to Emerging Nations
Claro Fernandez, Banko Sentral ng Pilipinas / Agost Benard, Standard & Poor’s / Bradley Schluter, Pacific Income Advisors /
David J. John, Guam Economic Development & Commerce Authority
4:30 PM
Closing Remarks: Summary of Day 1 and Invitation to 2nd Day of Conference
4:40 PM
End of Program
Friday, 16th of November 2012
Mistress of Ceremonies: Trish Cabral
Radio Station DJ and Host
7:00 AM
Breakfast and Registration
8:30 AM
Welcome Remarks: Recap Day 1 & Intro to Day 2
8:45 AM
Session 1: Perspectives on the State of Regional Retirement Systems
David J. John, ASC Trust Corporation
9:45 AM
Session 2: Investing with Impact: Creating Financial, Social and Environmental Value
Jason B. Miyashita,CRPS®, AIFA®, FPS , Morgan Stanley Wealth Management
10:45 AM
Coffee and Refreshment Break
11:00 AM
Session 3: The Return Portfolio of the Future: Lessons for Institutional Investors
Trevor Persaud, ACMA, DFICP, Russell Investments
12:00 PM
Featured Luncheon Speaker: Doing Well by Doing Good; Investment Opportunities in the Age of Social
Responsibility
John Edwards, Newgate Capital Management LLC
1:00 PM
Session 4: Panel: Regional Conservation & Sustainable Development Initiatives
William N. Kostka, Micronesia Conservation Trust / Elbuchel Sadang, Palau Conservation Society /
Ricky Carl & Umilch Sengebau, The Nature Conservancy Micronesia Program
2:30 PM
Coffee and Refreshment Break
2:45 PM
Session 5: Panel: Global Equity and Fixed Income Markets Update
Jeffrey D. Detwiler, CFA, AAMS, Garcia Hamilton & Associates / Joe G. Bruening, CFA, Renaissance Investment
Management / Eric Lynch, MBA, Scharf Investments / Kamani B. Kuala’au, Atalanta Sosnoff
3:45 PM
Closing Remarks and APAFS Roadmap to 2013
Gerard A. Cruz, APAFS
4:00 PM
End of Program
www.apafs.org