This conference programme aims to give senior industry professionals access to new ideas, solutions and innovations to help take their departments and companies forward. The agenda is pitched at a high level and we endeavour to present new case studies and new thinkers on the programme each year.

Keynote and seminar sessions give a high-level view of the  industry, offering predictions and insights to help delegates form their future strategies. The interactive workshops and discussion groups complement the larger sessions by drilling down into specific issues, allowing delegates to share their collective experiences and to learn how their peers are dealing with similar situations.

Take part in the programme

If you would like to participate in the programme or recommend any speakers or topics please get in touch.
  • The cocktail of GEM and ESG - be ready to be stirred and shaken!

    Ajit Dayal, founder of Quantum Advisors
     Global Emerging Markets have alternatively been seen as fool’s gold - or the next El Dorado. As we enter an era of higher interest rates in much of the developed world, will GEMs catch a cold because the US sneezed? Or will GEMs fall into an extended coma because of an impending trade...

    Financial Markets: Shocking Times Ahead? For Sure!

    Dr. Erwin Heri, Professor of Financial Theory at the University of Basel and Adjunct Professor at the Swiss Finance Institute, founder of Fintool AG
    • This is not about forecasting.
    • The long-term trends – Academia.
    • The long-term trends – real life experience.
    • Why people shy away from higher returns, or: trends versus events in the   stock market.
    • “…but the music plays in the short run. In the long run we’re all dead, anyway.”
    • But what is short/what is long?
    • And where are we today?
    • Shocking times ahead? Sure.
    • Learnings.

  • Combining Swiss private banking with risk-based portfolio management

    Luc Filip, Head of Discretionary Portfolio Management at Banque SYZ SA
     - Market situation (low or rising rates and expensive equities) forces us to change our investment paradigms
    - Swiss banking must adapt portfolio management techniques to market conditions and to client needs
    - Key innovation : bring institutional “risk-based” approach to private clients
    - Risk-based portfolio management brings more agility as portfolio’s asset allocation is driven by a higher quality of inputs


    New strategies for the upcoming financial system

    Philipp Keller, Head Financial Risk Management at Deloitte
     We discuss the impact of automation and AI on society, labor and the financial market.

    Increasing unemployment, the use of big data to analyze and influence behavior and the shifting geopolitical situation will lead to changes not ...


  • Auf Augenhöhe!

    Ralph Frey, Head of Zurich Branch at VSV ASG (Swiss Association of Asset Managers SAAM) Alexander Rabian, Chairman of the Executive Board SRO at VSV ASG
     Mit der neuen Finanzmarktregulierung FIDLEG/FINIG werden die unabhängigen Vermögensverwalter durch das Gesetz anerkannt. Das eröffnet der erfolgreichen Branche neue Türen: In Zukunft sehen sich die im Verband Schweizerischer Vermögensverwalter VSV zusammengeschlossenen kleinen und mittleren...

    How tokenization of assets is challenging Wall Street

    Felix Simon, Business Development Director at SMART VALOR Peter Ruchatz, Chief Growth Officer at SMART VALOR
    - Can Blockchain technology help to overcome the liquidity problem in Alternative Assets?
    - Does security tokenization increase access to & for new investors, allowing them to increase diversification?

  • Crypto Currencies - A showcase on how to tame the beast

    Philippe Ramsebner, Partner Crypto Investment Strategies at acture capital GmbH & Founding Partner at alphra partners AG
    Crypto currencies have started as a rebellion against traditional monetary systems and have attracted drug traffickers, dictators and other criminals along its way. Besides the intriguing technology and a steadily developing regulatory environment, direct investments still impose significant risk...

    Die Zukunft der Qualifizierungsnachweise: Blockchain für Vermögensverwalter

    Stefan Toetzke, Managing Director of mmSuisse GmbH
    - Zertifizierungen werden im Finanzbereich durch die ansteigenden Anforderungen der Regulatoren immer wichtiger. Ausserdem werden immer mehr Zertifikate geschaffen.
    - Wie können Qualifikationsnachweise und Zertifikate fälschungssicher, effizient und langfristig verwaltet werden?<...

  • "In the long run we're all dead" Wrong: In the long run we're all pensioners!

    Dr. Erwin Heri, Professor of Financial Theory at the University of Basel and Adjunct Professor at the Swiss Finance Institute, founder of Fintool AG
    History tells us, that equities as an asset class outperform all other asset classes in the long run. In nominal and in real terms. This means that for portfolios with a long-term investment horizon one should forget about short run volatility, look through the “noise” and concentrate on long-term returns.
    The most obvious candidates are portfolios that cover long run social security and pension liabilities. 
    How do we overcome the obvious attitude of society at large (incl. Politics and Regulators) to concentrate more on short term events rather than the long run and therefore hold predominantly low (if not negatively) yielding assets?
    Or shouldn’t we?   


    Private markets (portfolio)

    Felix Brill, Head of Investment Solutions, Member of Group Executive Management at VP Bank AG
    Recent years have been strong for private markets. And capital keeps flowing in. What are the main motives of investors for allocating capital to private markets? What are the guiding principles for an optimal private markets allocation? This discussion group will look at these and other private ...

    Threats and opportunities in Emerging Markets / Frontier Markets

    Reto Cavelti, Senior Investment Advisor at Maerki Baumann & Co. AG
    - Fundamentals: Where do EM stand in the economic cycle
    - Impact of the trade war USA / China on global EM (e.g. Turkey)
    - USD threat on EM currencies
    - Opportunities/chances for the portfolio
    - What role does China play on global EM
    - Current EM allocation in t...

  • Alternative Investments- a perfect match in the current environment?

    Nicolas Peter, Head Asset Management at Aquila & Co. AG
    - Rising bond yields and high equity valuationspredict lower future returns for traditional              asset classes
    - As a result, the demand for alternative, non-correlated asset classes has started to rise
    - What’s your view? Do...

    How can we reduce the average age of our clients - and keep building our AUM?!

    Philip Portal, Managing Director at ISGAM AG
    Our aim in this session is to benefit from each other’s experience in addressing this issue which is a key to many of our businesses.  
    It will include discussion of the following topics:
    Facing the facts of ...

    Scaling sustainable and impact investing in a digital marketplace

    Louis Toscani, Founder and CEO of Swiss Active Capital

    - What are the main barriers to mainstreaming and scaling sustainable and impact investing in your organization?

    - How do you thin...


  • One Belt and One Road: Connecting China to the world, the beginning of a new geopolitical era

    Pascal Imhof, Head of Sales at the DWS CH AG
     The reason to watch China is that it is simply an unavoidable economic force. This is best evidenced by its incredible rise since the start of the millennium. Since 2000, the economy has grown nine-fold. China is now the second largest economy in the world, accounting for a full 15% of the ...

    Digital Disruption: Investment opportunities in the evolving economy

    Stéphane Lago, Thematic Equity Investment Specialist at AXA Investment Managers

    Changing demographics and technological disruption have accelerated the trend towards thematic investment in recent years as the historical boundaries of sectors have become increasingly less relevant.  Equity investors looking through this thematic lens can clearly iden...


    Grilling the Chief Executive – what they say and what it means

    Michael Fraikin, Global Head of Research at Invesco Quantitative Strategies

    Today human speech can be analysed using sophisticated tools. We will show how we are looking at what managers are saying and what that means for the returns of their stock. Maybe it is not what you say but how you say it…


  • A watch tells more than just time - learn about the value of timepieces

    Patrick Steiner, Expert in the Swiss Watch Industry



    Weniger Stress- mehr Lebensqualität

    Evi Giannakopoulos, Founder and Owner of stress away®
    1. Stress-Analyse
    2. Die drei Stressbewältigungsstrategien
    3. Übungen und Empfehlungen zu den einzelnen Trainingsbereichen (Achtsamkeit, Mentaltraining, Empowerment oder Entspannung)
    4. Tipps zur Umsetzung

    Ihr Auftritt ist eine Sprache - Verstehen und sprechen Sie diese schon?

    Fabienne Steffen, Visagist and Stylist at Face & Style
    -  Kommunikation über Kleidung und Erscheinungsbild
    -  Die Unterschiede der 4 Stil-Typen
    -  Was Kleidung Ihnen über eine Person verrät
    -  Auftritt, Stilsicherheit und Wirkung/geschäftlicher Nutzen 


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