1. www.flemingeurope.com
Private Banking
& Wealth Management
Russia
22-23 October 2015
Radisson Blu Belorusskaya Hotel, Moscow
silver sponsorGold sponsorS
General Media PartnerBronze sponsor

2. Fleming Europe
Serving the need for information and
knowledge sharing for over six years,
Fleming Europe has become one of the
most important business intelligence
companies delivering quality B2B
events world-wide. Due to our global
presence and ever-growing product
portfolio we are able to meet all the
expectations of business clients seeking
strategic knowledge in today’s business
environment of rapid change. We focus
on organizing prestigious international
conferences in Europe, North America
and the GCC region, providing
groundbreaking strategies and proven
technical expertise in both business
functional areas and vertical markets:
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• Energy
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Our Mission and vision
At Fleming Europe we share a passionate
belief in the power of knowledge. Our
mission is to optimize the intellectual
capital of our business partners by
effectively communicating key strategic
information. As for our vision, we will be
the company of choice for organizations
worldwide seeking strategic knowledge
in a rapidly changing business
environment.
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To meet the various requirements of our
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development.
Fleming Europe Conferences
Conferences are carefully designed to
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a part of a premium community discussing
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of a five star event. We focus on delivering
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networking, thus enabling direct contact
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Internationally recognized experts facilitate
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These coveted focused, in-depth sessions
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3. Dear Participant,
On behalf of Fleming Europe, we would like to welcome you to the Private Banking &
Wealth Management Russia. We have carefully selected top industry experts to speak
at this event, giving you the opportunity to hear first-hand experience from industry leaders
and share solutions for overcoming the latest challenges in the field.
Through case study presentations and interactive panel discussions, Fleming Europe
conferences aim at bringing together business with intelligence to provide your company
with a competitive advantage.
We hope that your attendance at this Fleming Europe Conference is just the beginning
of our business relationship and that we will have the opportunity to make a continuing
contribution to your company‘s profitability and success.
If you would like to offer any comments related to the content or format of the program, or
would like to contribute to a future platform we would be very pleased to hear from you. To
that end, we ask that you please fill in and return the conference evaluation form.
Thank you for attending and we hope to see you again.
Private Banking & Wealth
Management Russia
22-23 October 2015 | Moscow Radisson Blu Belorusskaya Hotel, Moscow
Ekaterina Zinina
Conference Producer
Jaroslava Ferencikova
Event Coordinator

4. Listed below are some administrative details for your information:
1. There are a few changes to the conference program. You can find the updated version
in your Documentation folder or look at the board next to the registration desk.
2. All coffee breaks will be served in the Foyer & lunches in the Hotel restaurant.
If you have any dietary requirements please inform our Registration desk during the
welcome coffee break.
3. Name tags have been provided to help you identify fellow delegates. Easy
identification also helps the conference staff when delivering messages.
4. Please do not be late after breaks as we have a very intensive program and our
chairman will do his best not to delay the beginning of each session.
5. If you have questions - please wait until the end of the speech, the Chairman will give
you an opportunity to ask your question and please do not forget to introduce yourself
by name and company.
6. Please keep your mobile phones on silent mode during the session, messages can be
taken at the registration desk.
7. Again, please do not forget to fill in the Conference evaluation forms and return it
to the Registration desk. It will be a great help in our future work.
If you have any questions during the conference, we will be more than happy to assist you.
Private Banking & Wealth
Management Russia
22-23 October 2015 | Moscow Radisson Blu Belorusskaya Hotel, Moscow
Media partners:

5. DAY 1
8:40 Registration and greetings
9:10 Opening and welcome note from the
Chair
9:15 Special Feature: ‚Business Card Meet & Greet‘
In order to get to know one another right from the
beginning, delegates will have several minutes to
introduce themselves and exchange business cards
with the person sitting beside them.
Block: Legislation
9:20 An overview of the current market state
• Russian positioning in the Global picture
• Latest development and trends
• Search for a sustainable Russian market model
Vasily Solodkov | National Research University
„Higher School of Economics“, Russia
Director of the Banking Institute
9:50 Legislation amendments: consequesnces for
HNWIs and business
• Controlled foreign corporation law - is repatriation
of capital happening?
• Capital amnesty - who wins?
• Case studies
10:30 Open discussion:
Ways out and reciprocation of business
This session will facilitate dialog between top
experts, moderator and audience on ways out of
the tightened legislation framework and following
strategic business moves.
Experts:
Tom Road | Barclays Bank, UK
Vice President, Wealth and Investment Management
Katerina Mileeva | Friedrich Wilhelm Raiffeisen
Executive Director, BD, Private Banking Raiffeisenbank
11:00 COFFEE
Block: Forming a sustainable
investment portfolio
11:30 Global insight on attractive sectors for Russian
investments from Goldman Sachs
• Sectors review and analysis
Tim Talkington | Goldman Sachs, Russia
Managing Director
12:00 International wealth structuring and wealth
management in today’s global and fast
changing world
• How to orientate in the myriad of different
structures
• How to choose the most relevant investment path
• Which part and type of wealth to invest in locally
and internationally
• How to be a “first choice“ wealth management
provider
Kristel Meos | Zenith Capital management,
Estonia | Partner Wealth Management
12:30 Contemplating alternative business investment
opportunities
• Increasing global demand for alternative
investment opportunities
• Evaluation of alternative investment opportunities
• Innovative investment opportunities
Vera Loseva | M2M Private Bank, Russia
Head of Corporate Finance department
13:00 LUNCHEON
14:30 Advantages of adding Frontier Markets to a
portfolio in a World of highly correlated assets
• Benefiting from markets with low global growth
and low global interest rates
Riccardo Milan | Capital Strategies Partners,
Switzerland | Partner
15:00 International investment advisory standards
implementation in Russia
• “Pros” and “cons” assessment by Unicredit Bank
Igor Ryabov | UniCredit Bank, Russia
Head of Private Banking
15:30 COFFEE and networking
16:00 Investment destination – Cyprus
• Unique Investment Opportunities in CY Real Estate.
• Advantages of being property owner in CY. New
provisions in law abolishing or reducing taxes
• EU Citizenship as strategic step to obtain
confidence and global markets exposure
Sergey Filatov | Pafilia Property Developers,
Cyprus
Head of Representative Office, Russia CIS
16:30 Involvement of experts to work on the
portfolio, division of areas of employment
• Importance of goal-setting in the formation of
investment strategy, role of tactical ideas
• Differentiated calculation approach of return on
investment
Michael Gromov | Citibank, Russia
Head of Investment consulting
17:00 Successors of Russian capital: second generation
of capital owners - opportunities and challenges
for private banking
• Private capital owners: current situation in Russia
and forecast for next years
• Plans of parents on succession of businesses and
wealth
• Qualities of new generation in Russia
• Key conclusions for private banking
Veronika Misyutina | SKOLKOVO Wealth
Transformation Centre, Russia | Head
17:30 Summarizing Day1
17:40 Cocktails reception

6. 9:00 Check-in
9:20 Opening of day2
9:30 Best practice from Sberbank Private Banking:
Inheritance and capital succession
• Succession of family capital
• Educational program „Academy of Successor“
Anna Matveyeva | Sberbank, Russia
Deputy Head of Private Banking
10:00 8% fixed income short term investments
secured by London real estate
Dmitry Khenkin | Consulco Group, Cyprus
Director, Co-founder
10:30 Asset management trends for HNWI in Russia
Karapet Lulukyan | VTB Capital
Investment Management, Russia | Head of
HNWI Department
11:00 KNOT SLOT:
Knit a knot between speakers, vendors, and delegates.
Forty minutes for connecting, exploring and mingling
over a cup of coffee.
In their welcome kit, each delegate will find a list of
business success facts about participants of the event.
It is exciting to find out to whom each success story
belongs! The first delegate to submit all the correctly
matched pairs of success stories and their owners will
take away a prize!
11:40 Open discussion: Future of sustainable
investment portfolios
A facilitated dialog between top experts, moderator
and audience on vision and practicality of sustainable
investment portfolios
Experts:
Karapet Lulukyan | VTB Capital
Investment Management
Kristel Meos | Zenith Capital Management
Block: Striving for excellence
12:10 Family Office of the year 2015 - Case study from
Oracle Capital Group
• Challenges of family offices in the time of uncertainty
• Formulation of differentiated strategy to build
unique global wealth consultancy
• „One-stop-shop“ delivery model based on deep
client relationships, as a key to business success
• Ensuring Global presence by stricking strategic
alliances
Martin Graham | Oracle Capital Group,
UK | Chairman of the board
12:40 HNWI Lifestyle management – necessary part of
Private Banking and Wealth Management
• Evolution of the sector and future development
forecast
• Implementation and management of lifestyle
management in synergy with wealth management
• Latest desired “products”
Kamal Bushi | Russian Standard Bank,
Russia | Board member
13:10 LUNCHEON
14:30 Achieving excellence in client experience
• Evolution from „selling products“ to „crafting
solutions“
• Ways to understand the client
• Trends in client demand
Olga Degtyareva | URALSIB Private Bank,
Russia | Chief Executive Officer
15:00 Private banking School - best practice by
Gazprombank
• Human Capital as competitive advantage
• Modern upgrade from „HR LD“ to „Private
Banking Club“
• Module Approach in building an in-house training
system
• Assessing and maintaining proper knowledge and
skills level
Ruslan Snegur | Gazprombank Private
Banking, Russia | Head of LD
15:30 Strength of trustworthy brand
• Trust- as a key to successful wealth management
• Perception of the brand in a changing economic
environment
• Examples of previous years and trends of modern
times
Alexey Ischenko | Promsvyaz Asset
Management, Russia | Managing Director, CEO
16:00 Modern Wealth Management: expanding the
boundaries
Andrey Babiyan | Alfa Capital, Russia
Alfa Capital Wealth Director
16:30 Summarizing day2 and closing.
Note from the Chair
16:40 Award ceremony.
The most proactive delegate will be awarded with a
certificate and the title of “Top Delegate Contributor”
of the “Russian summit on Private banking and
Wealth management” 2015.
16:45 Farewell Refreshments and snacks
*All information shared at the summit will remain secured and
confidential, unless guided otherwise by the disclosing party.
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APP.
Ask questions
Vote in polls
See the up–to–date agenda
View slides in real time
and download them
Discuss topics via
the interactive wall
Network with other
delegates on-line
DAY 2

7. Dmitry Khenkin is
Director and Co-founder of
Consulco Group.
Dmitry Khenkin graduated
from Adelphi University, New
York with a BBA, Major in Accounting
in 1989. Member of ACCA since 2012.
Advanced Certificate, Cyprus Securities
and Exchange Commission(CYSEC),
2014. Dmitry’s career started in 1985 with
Ricoh copiers followed by Manufacturers
Hanover Trust Bank and KPMG, all in
New York. In Cyprus since 1990, Dmitry
worked for Coopers Lybrand and Bank
of Cyprus at the Treasury. Director of the
Consulco group of Companies since it’s
foundation in 1993, overall responsible
for the CIS market and business
development of the group.
Personally manages HNWI client
portfolios and relations with partner
financial companies.
Olga Degtyareva, Head
of Private banking UralSIB
from 2012.
She started her career in
URALSIB, OJSC as a head of
customer service department
in 2005. Later she was appointed to the
position Head of Private Banking.
She hold the vice-president post of
customer service in Investment banking
group NIKoil, joint stock bank from 2003
till 2005.
Before that she was stock-exchange
analyst in YUKOS-INVEST Investment
company and financial director in PS
LEASING, LLC also.
She graduated from Moscow State
Academy of Food Technology in 1991
and from Financial Academy under the
Government of Russian Federation with a
degree in finances and credit in 199
Her cumulative professional experience is
20 years.
Married, has 2 children.
Area of interests: yachting traveling,
skiing, classic theater, „collecting“ of
wedding ceremonies.
Vera Loseva is a director of
corporate finances in M2M
Private Bank, PJSC.
She graduated with honors
from Russian Foreign Trade
Academy in 2002. She got her
MBA degree in University of Liverpool
in 2013. From 2000 she worked in the
lending management of International
Saint-Petersburg Bank, OJSC. From 2002
managed treasury department of United
Heavy Machinery Plants, OJSC; from
2005 managed treasury department
of SIBUR, OJSC; from 2007 managed
corporate finances department in NAFTA
Group of Moscow. From 2009 she
performs mergers and acquisitions deals
organization and currently is Head of
Corporate Finances Department in M2M
Private Bank, PJSC
Kristel Meos is a Partner at
Zenith Capital Management
responsible for wealth
management. ZCM is an
independent family office
based in Estonia and with
international client base and focus on
wealth management, real estate
investments, corporate finance and
strategic advisory for corporates. Kristel
has extensive background in private
banking and financial sector being the
creator and manager of private banking
at Swedbank Estonia for more than 10
years. She is active member of society -
Chairman of the Board at Estonian
Aviation Museum, Member of the Board
of Directors at Estonian Chess Association
and Reval Ladies Tennis Club.
Igor Ryabov, Head of
Private Banking Department
at UniCredit Bank Russia since
May 2011.
Igor is in charge of the effective
development and leveraging
of Private Banking Department in
UniCredit Bank. Private Banking services
in UniCredit include bespoke financial
counseling, lending and banking services,
trust, estate planning, investment advice
and management, treasury services and
brokerage.
Mr. Ryabov joined UniCredit Bank from
the position of the Head of Business
Development at Alianz ROSNO Asset
Management. He started his career
in finance sphere at CitiBank in 2002,
where he gained a wide experience of
operating with private equity. In 2005
from the position of Senior Citi Gold
Executive Mr. Ryabov assumed his new
responsibilities as Mutual Funds Sales
Director at UFG Asset Management
where in 2008 he was transferred to the
position of Director at Deutsche UFG
Capital Management.
Vasiliy Mikhailovich
Solodkov, CEO of the
Banking Institute, National
Research University, Higher
School of Economics.
He graduated from the PMD
Executive MBA program of Harvard
Business School, Ph.D. in Economics.
He is a lecturer from 1983, works in
Higher School of Economics from 1995.
He created Department of Banking and
Institute of Banking, which he has been
heading for almost 20 years. Now he is a
member of Board at Association ‘Russia”
in financial regulation and monetary
policy; member of expert-analytics
committee under State Corporation
Deposit Insurance Agency of Russia;
member of Board at Russian micro
financial Center; member of expert
committee of business journal “Bank
Review”.
Aleksey Ishenko headed
Trust Management
Department of Promsvyaz
Managing Company in 2011.
Since Aleksey became Head in
Promsvyaz Managing
Company, the total sum of assets under
his management raised from several tens
of millions to 40 billions of rubles. Assets
increased twofold for the last year,
number of clients is still growing – gain
over 50% for the year. Company is
efficiently developing. Promsvyaz
Managing Company entered TOP-10
Russian Management Companies of Trust
Management and was ranked 4th.
Before that Aleksey was managing
director, head of Wealth Management
in Aton Asset Management. He headed
Private Banking division in investment
company Troika-Dialogue and Wealth
Management division in investment
management company Renessans.

8. Martin Graham -
Chairman of Oracle Capital
Group
Martin has enjoyed a
distinguished career in the
financial services industry.
He has achieved significant success
in creating transformational growth
strategies through leading teams with
deep client focus.
In addition to Oracle Capital Group
Martin has been appointed to a number
of Boards including Otkritie Capital
International, where he chairs the Board
Risk Committee, the Moscow Stock
Exchange and Piton Capital. He also
provides specialist consultancy services
to some of the world’s leading financial
organisations.
Between 2003 and 2009 Martin was
Director of Markets and Chairman of AIM
at London Stock Exchange PLC where he
had direct responsibility for over $500m
of revenues and 75% of group profits.
Martin personally led the exchange’s
transformational growth strategy
focussed on driving market efficiency
and resulting in a fivefold increase in
market size between 2003 and 2008.
In addition he was instrumental in
building the company’s international
franchise, significantly outperforming
all other major competitors. Martin has
been closely involved in the flotation of
numerous companies both on the LSE’s
Main Market and AIM.
Prior to joining the London Stock
Exchange, Martin held a series of senior
positions in the global financial services
industry including Head of Pan European
Equities and Global Head of Equity Sales
at Dresdner Kleinwort Benson. Martin
started his career as an asset manager.
He graduated from the London School
of Economics and has also studied at
Stanford University.
Veronica Misiutina is
Head of SKOLKOVO Wealth
Transformation Centre, Russia
PricewaterhouseCoopers
Partner until 2013.
Former Head of International
Tax and Legal Structuring group in
PwC Russia advising Russian and CIS
entrepreneurs on cross-border corporate
and private matters including succession
planning.
Member of the State Expert Board on
Taxation Matters.
Lectures in various Russian universities.
Tim Talkington is head of
the Securities Franchise for
Russia/CIS. He first joined
Goldman Sachs in 2000 in
London, where he headed
New Markets Equity Research
and was a multi-industry conglomerates
and special situations analyst through
2002. Tim rejoined the firm in Moscow
as a managing director in 2007.
Prior to joining the firm, Tim worked at
Global Securities in Istanbul, Turkey, from
1993 to 1997, covering multi-industry
conglomerates and managing the equity
research department. From 1997 to 1999,
he worked as an EMEA Emerging Markets
sales specialist at UBS in London. Tim
returned to a research role at Donaldson,
Lufkin Jenrette International from 1999
to 2000, covering special situations and
multi-industry conglomerates in EMEA
Emerging Markets. In early 2003, he
joined UBS in Moscow as head of equity
products and subsequently became head
of equity distribution for Russia/CIS.
Tim earned a BBA, with honors, from The
University of Texas at Austin.
Karapet Lulukyan is
Head of HNWI, VTB Capital
Investment Management.
Karapet Lulukyan joined
VTB Capital Investment
Management in January 2015. He is
responsible for relationship management
with high-net-worth private investors.
Prior to VTB Capital IM Karapet worked
at Raiffeisen Asset Management as Head
of Discretionary Asset Management
Department.
Karapet graduated from finance and
banking faculty of the Russian Presidential
Academy of National Economy and
Public Administration. He is FFMS 1.0
and 5.0 certified.
Anna Matveyeva -
Deputy Head of Sberbank
Private Banking, Head of
Product Development and
Business Processes
Technology.
Anna Matveyeva joined the Sberbank
Private Banking team in April 2012.
Her responsibilities include developing
business infrastructure and interacting
with various divisions of the Sberbank
Group. Anna joined Sberbank in 2009
as Project Director of the Strategy and
Development Department. Prior to
this she spent over ten years working
in the investment banking industry at
companies such as Troika Dialog and
Renaissance Capital, and was a Senior
Analyst at Standard Poor’s. Anna
graduated from the People’s Friendship
University of Russia with a major in
Mathematics. She is a Candidate of
Physical and Mathematical Sciences and
also holds a master’s degree with a major
in Economics from the Higher School of
Economics.
Sergey Filatov, lawyer,
MBA. Head of Representative
Office of the Cyprus largest
privately owned developing
company Pafilia Property
Developers LTD since 2012. Sergey
advises on property purchase,
maintenance and taxation matters. He
specializes in EU citizenship through
investment programs, including
recommendations on investments,
property acquisition, citizenship
application process and the documents
required for the application.
In March 2014 the Cyprus Government
announced changes to the legislation
that enables foreign investors to become
Cypriot (EU) citizens. Pafilia has 100%
approval rate in submitting investor
groups and provides legal guarantees.
At the moment the Cyrus citizenship
program is the easiest and the fastest in
Europe. Pafilia appreciates its clients’ time
and money and provides services of the
highest level. Founded in 1977, Pafilia is
the largest privately owned residential
developer in Cyprus, dedicated to
delivering the best in concept, design,
quality and service. The company offers
a diverse and innovative portfolio of
property types and styles. Pafilia is
also a market leader in the permanent
residency and citizenship through real
estate investment programs. The Pafilia
promise is to provide first-class properties
with exemplary and contemporary

9. facilities and service that offer
exceptional choices for both living and
investing. Pafilia selects world renowned
partners to complement its skills and
achieve its innovative project visions.
Our extensive and high-quality portfolio,
strong partner network and professional
personalized service make Pafilia the
ideal immigration and property partner
in Cyprus.
In 2009 Riccardo Milan
joined Capital Strategies
Partners opening the office in
Italy, in Milan and later in
Lugano as a Director of
business development in Italy,
Switzerland, Greece and Luxembourg. In
2014 Mr Milan has become Partner of
the company enlarging his coverage in
Russia and CIS related countries.
Mr Milan is also part of the internal
commitee of Capital Strategies, aim
to analyse and select new investment
products with great potential to be
introduced to existing and potential new
clients.
Prior to that Mr Milan has been working
several years for important companies
like Schroder and Morgan Stanley IM
as a responsible for sales activity in few
countries., but began his professional
career working for JP Morgan as fixed
income sales and later in WestLB AM as
institutional sales.
Riccardo Milan obtained his Master
Degree in Finance at Bocconi University,
in MiIan.
Ruslan Snegur is
responsible for Private
Banking employees’
evaluation and development
in Gazprombank and has
integrated Complex
Education System to the department.
Ruslan has great professional experience
in private and institutional clients in
financial market and he was in charge for
VIP clients’ managers preparation within
Citibank Academy, performed education
for Russian Sberbank, Bank of Moscow,
Nordea Bank, SDM Bank, financial group
BrokerCreditService employees. He
headed customer departments in such
companies as: Citibank, CJSC; Deutshe
UFG Capital Management Asset;
Lider, CJSC on account of additional
academic experience in Moscow State
University of Foreign Affairs and Higher
School of Economics. That provides his
decisions with business applicability and
consistency.
Mikhail Gromov, Head of
investment consulting
department in CitiBank, JSC.
Mikhail Gromov is Head
of investment consulting
department including
portfolio advisors and analysts team.
Investment consulting team covers
HNWI segment and issues investment
data, reflecting Citi assets type opinions,
regularly market reviews.
Mikhail has more than 10 years of
professional experience in financial
markets. He worked as a trader for 5.5
years in derivative financial instruments
markets on interest rates, indexes,
currencies and commodity positions
(including energy and grains). He worked
for 3 years in the company Refco Inc
(now – Man Financial Plc.) and for 2.5
years in Russian Investment Company
Solid as a head of foreign derivative
instruments trading department.
From 2008 to 2011 Mikhail was
investment manager in HSBC Private
BankinRussia.Hegaverecommendations
on investment portfolios of wealthy
clients, made financial markets analysis,
developed investment products
platform.
Prior to joining HSBC, from 2005 to
2008 he worked in Citi Russia – firstly
as a senior investment products sales
manager and later as an investment
products development manager in
Russia.
Mikhail graduated from the Information
systems in Economics Department of
Moscow State University of Economics,
Statistics and Informatics in 2003, he
received qualification certificate of FFMS
series 1.0 after studying Theoretical
physics in Moscow Institute of Steel and
Alloys in 1987-1992.
Andrey Babiyan, Director,
HNWI clients department,
Director of Alfa Capital
Wealth. He graduated from
the Higher School of
Economics (HSE), Department
of „Finance and Credit, Banking“. Andrey
received his MBA from the Higher School
of Economics (Investment Management).
Diplomatic Academy of the Russian
Foreign Ministry - Investments in English
style. Prior to joining MC „Alfa Capital“
has worked in a number of major
insurance and financial companies
Kamal Boushi, has spent
the last 30 years in financial
services primarily working in
the payments sphere. While
at American Express, Kamal
was responsible for some of
their world first innovations and worked
in many areas of the world including
Europe, Middle East, Africa, South East
Asia and Latin America. After spending
16 years at American Express Kamal then
was one of the founders of MasterCard
Advisors in Europe, Middle East, Africa
and South East Asia. A division of
MasterCard worldwide, MasterCard
Advisors rapidly became one of the
leading management consulting firms
specializing in payments and under
Kamal’s leadership it served many Blue
chip banks, including Citibank, Royal
Bank of Scotland, ABN Amro, Deutsche
bank, Santander and many others. After
spending 6 years at MasterCard Advisors,
Kamal moved on in 2006 to become a
member of the board of directors of
Russian Standard Bank, a leading retail
consumer finance bank in Russia where,
over 6 years, he has held numerous roles
shaping the bank’s Payments Strategy
leading the bank to become one of the
largest 5 Privately held banks in Russia
with 32 Million customers. In Oct 2011
Kamal joined BN bank as a member of
the board and First Vice President. In
BN bank, he was in charge of assisting
the president of the bank modernise the
bank and launch innovative new banking
services both in Russia and abroad. Since
joining the bank, he launched a Direct
Bank, Elixirbank.ru, a very innovative
Direct Banking platform and a new VIP
Private Bank, BN Exclusive
(Binexclsuive.ru) in addition to numerous
other initiatives that propelled the bank
more than 10 positions in the overall
Russian banks ranking. In 2014 – Kamal
re-joined RSB as a member of the Boards
and advisor to the Chairman. Kamal is a
British National, born in London, lives in
Moscow and is a Bonsai artist.

10. NOTES
DAY
9:20 An overview of the current market state
• Russian positioning in the Global picture
• Latest development and trends
• Search for a sustainable Russian market model
Vasily Solodkov | National Research University „Higher School of Economics“, Russia
Director of the Banking Institute

11. NOTES
DAY
9:50 Legislation amendments: consequesnces for HNWIs and business
• Controlled foreign corporation law - is repatriation of capital happening?
• Capital amnesty - who wins?
• Case studies

12. NOTES
DAY
10:30 Open discussion:
Ways out and reciprocation of business
This session will facilitate dialog between top experts, moderator and audience on ways out of the tightened
legislation framework and following strategic business moves.
Experts:
Tom Road | Barclays Bank, UK
Vice President, Wealth and Investment Management
Katerina Mileeva | Friedrich Wilhelm Raiffeisen
Executive Director, BD, Private Banking Raiffeisenbank

13. NOTES
DAY
11:30 Global insight on attractive sectors for Russian investments from Goldman Sachs
• Sectors review and analysis
Tim Talkington | Goldman Sachs, Russia
Managing Director

14. NOTES
DAY
12:00 International wealth structuring and wealth management in today’s global and fast changing world
• How to orientate in the myriad of different structures
• How to choose the most relevant investment path
• Which part and type of wealth to invest in locally and internationally
• How to be a “first choice“ wealth management provider
Kristel Meos | Zenith Capital management, Estonia | Partner Wealth Management

15. NOTES
DAY
12:30 Contemplating alternative business investment opportunities
• Increasing global demand for alternative investment opportunities
• Evaluation of alternative investment opportunities
• Innovative investment opportunities
Vera Loseva | M2M Private Bank, Russia
Head of Corporate Finance department

16. NOTES
DAY
14:30 Advantages of adding Frontier Markets to a portfolio in a World of highly correlated assets
• Benefiting from markets with low global growth and low global interest rates
Riccardo Milan | Capital Strategies Partners, Switzerland | Partner

17. NOTES
DAY
15:00 International investment advisory standards implementation in Russia
• “Pros” and “cons” assessment by Unicredit Bank
Igor Ryabov | UniCredit Bank, Russia
Head of Private Banking

18. NOTES
DAY
16:00 Investment destination – Cyprus
• Unique Investment Opportunities in CY Real Estate.
• Advantages of being property owner in CY. New provisions in law abolishing or reducing taxes
• EU Citizenship as strategic step to obtain confidence and global markets exposure
Sergey Filatov | Pafilia Property Developers, Cyprus
Head of Representative Office, Russia CIS

19. NOTES
DAY
16:30 Involvement of experts to work on the portfolio, division of areas of employment
• Importance of goal-setting in the formation of investment strategy, role of tactical ideas
• Differentiated calculation approach of return on investment
Michael Gromov | Citibank, Russia
Head of Investment consulting

20. NOTES
DAY
17:00 Successors of Russian capital: second generation of capital owners - opportunities and challenges for
private banking
• Private capital owners: current situation in Russia and forecast for next years
• Plans of parents on succession of businesses and wealth
• Qualities of new generation in Russia
• Key conclusions for private banking
Veronika Misyutina | SKOLKOVO Wealth Transformation Centre, Russia | Head 9:00 Check-in

21. DAY
NOTES
9:30 Best practice from Sberbank Private Banking: Inheritance and capital succession
• Succession of family capital
• Educational program „Academy of Successor“
Anna Matveyeva | Sberbank, Russia
Deputy Head of Private Banking

22. DAY
NOTES
10:00 8% fixed income short term investments secured by London real estate
Dmitry Khenkin | Consulco Group, Cyprus
Director, Co-founder

23. DAY
NOTES
10:30 Asset management trends for HNWI in Russia
Karapet Lulukyan | VTB Capital Investment Management, Russia | Head of HNWI Department

24. DAY
NOTES
11:40 Open discussion: Future of sustainable investment portfolios
A facilitated dialog between top experts, moderator and audience on vision and practicality of sustainable investment
portfolios
Experts:
Karapet Lulukyan | VTB Capital Investment Management
Kristel Meos | Zenith Capital Management

25. DAY
NOTES
12:10 Family Office of the year 2015 - Case study from Oracle Capital Group
• Challenges of family offices in the time of uncertainty
• Formulation of differentiated strategy to build unique global wealth consultancy
• „One-stop-shop“ delivery model based on deep client relationships, as a key to business success
• Ensuring Global presence by stricking strategic alliances
Martin Graham | Oracle Capital Group, UK
Chairman of the board

26. DAY
NOTES
12:40 HNWI Lifestyle management – necessary part of Private Banking and Wealth Management
• Evolution of the sector and future development forecast
• Implementation and management of lifestyle management in synergy with wealth management
• Latest desired “products”
Kamal Bushi | Russian Standard Bank, Russia | Board member

27. DAY
NOTES
14:30 Achieving excellence in client experience
• Evolution from „selling products“ to „crafting solutions“
• Ways to understand the client
• Trends in client demand
Olga Degtyareva | URALSIB Private Bank, Russia | Chief Executive Officer

28. DAY
NOTES
15:00 Private banking School - best practice by Gazprombank
• Human Capital as competitive advantage
• Modern upgrade from „HR LD“ to „Private Banking Club“
• Module Approach in building an in-house training system
• Assessing and maintaining proper knowledge and skills level
Ruslan Snegur | Gazprombank Private Banking, Russia | Head of LD

29. DAY
NOTES
15:30 Strength of trustworthy brand
• Trust- as a key to successful wealth management
• Perception of the brand in a changing economic environment
• Examples of previous years and trends of modern times
Alexey Ischenko | Promsvyaz Asset Management, Russia | Managing Director, CEO

30. DAY
NOTES
16:00 Modern Wealth Management: expanding the boundaries
Andrey Babiyan | Alfa Capital, Russia
Alfa Capital Wealth Director