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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.
KEYNOTES 2018
KEYNOTES 2018
  • Keynote

    Dr. Erwin Heri, Professor of Financial Theory at the University of Basel and Adjunct Professor at the Swiss Finance Institute, founder of Fintool AG
     

INDUSTRY SESSIONS 2018
INDUSTRY SESSIONS 2018
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    Luc Filip, Head of Discretionary Portfolio Management at Banque SYZ SA
     
     

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    Philipp Keller, Head Financial Risk Management at Deloitte
     

    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

    Olga Feldmeier, CEO of SMART VALOR, founding member of the Crypto Valley community
     

    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...
     

DISCUSSION GROUPS 2018
DISCUSSION GROUPS 2018
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    Dr. Erwin Heri, Professor of Financial Theory at the University of Basel and Adjunct Professor at the Swiss Finance Institute, founder of Fintool AG

     

    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...
     

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    Nicolas Peter, Head Asset Management at Aquila & Co. AG
     

    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 ...
     

SUPPLIER PRESENTATION 2018
SUPPLIER PRESENTATION 2018
  • 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 Group
     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 ...
     

OUT OF THE BOX 2018
OUT OF THE BOX 2018
  • A watch tells more than just time - learn about the value of timepieces

    Patrick Steiner, Expert in the Swiss Watch Industry

    Toda...

     

    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
     

SPEAKER TESTIMONIALS
SPEAKER TESTIMONIALS

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