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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 2021
KEYNOTES 2021
  • Global Markets Outlook

    Burkhard Varnholt, Chief Investment Officer at Credit Suisse Switzerland, Vice- Chairman of the Global Investment Committee
    Implications for stocks, bonds, currencies and alternative assets as well as asset allocators.
    What are the less considered opportunities and risks?
     
     

    How to convert wealth into well-being?

    Meik Wiking, Chief Executive Officer at The Happiness Research Institute
    Are richer people happier? How can we create a happiness return on investment? And how can you measure something as intangible as happiness? Meik Wiking is one of the world´s leading researchers on happiness and will shed light on how to work with happiness from a scientific perspective and...
     

INDUSTRY SESSIONS 2021
INDUSTRY SESSIONS 2021
  • “FinSA” and “FinIA”: How clear do we see by now

    Nicolas Ramelet, Partner at Mercury Compliance AG
     

    How to use data and algorithms to make consistent and unbiased investment decisions

    Mads N.S. Pedersen, Partner at Human Edge
     
     

  • How marketplaces are accelerating open banking in the private market segment

    Max J. Heinzle, Founder, Board Member & CEO at area2invest
    Two major market trends are impacting the financial industry: the move from public market transactions towards private and also the opening of financial markets due to digital marketplaces. Max Heinzle, CEO of area2invest, will provide insights on the latest movements and how the financial market...
     

    Sustainable Investing: looking beyond the basics

    René Nicolodi, Head of Equities & Themes at Swisscanto Invest by Zürcher Kantonalbank
    Sustainable investing has moved in the center stage due to a combination of key drivers. These drivers will continue to shape the further evolution of this investment area as ESG data is now rapidly integrated along the investment value chain and becomes 'mainstream'. Asset managers should pay at...
     

DISCUSSION GROUPS 2021
DISCUSSION GROUPS 2021
  • Corona Notkredite: Steht nun die grosse Inflation bevor?

    Dr. Thomas Steinemann, Chief Investment Officer at Privatbank Bellerive AG
    - Aufgrund des Lockdowns wurden umfangreiche Stimulierungs- und Kreditpakete durch die Regierungen und Zentralbanken vergeben. Alleine in der Schweiz wurden 30 Mrd CHF an Krediten gesprochen.  
    - Geht so der Geldschöpfungsprozess von den Notenbanken zu den Regierungen ü...
     

    Crisis management in the financial industry – challenges of today?bevor?

    David Küttel, Head Legal & Compliance Investments, CEO at Fortuna Investment AG
    What are your current challenges? 
    Monetary, climate and epidemic crisis – is your financial institute ready for that?
     

  • Getting started with ESG – a nightmare or a booster?

    Hélène-Sophie Renneboog, Consultant at B.Spoke, former VP Special Projects at Bank J. Safra Sarasin AG

    ESG is becoming mainstream. Whether you like it or not, this “not so new” trend has got so much traction – and regulatory attention – that you cannot ignore it.

    But how should you get started?
     
    What do clients wa...
     

    Wie kann ein Portfolio Manager sein Produkt dem Endkunden ohne Wirkungsverluste über Dritte übermitteln?

    Bruno Berther, Senior Portfolio Manager at Zuger Kantonalbank
     
     
     
     
     

SUPPLIER PRESENTATION 2021
SUPPLIER PRESENTATION 2021
  • The programme is currently in progress ...

    All suppliers have the chance to submit a supplier presentation. Delegates will evaluate and choose those presentations of most interest and relevance to them. The highest-rated presentations will be included in the conference programme.
     
     
     

OUT OF THE BOX 2021
OUT OF THE BOX 2021
  • Making Differences Visible and Tangible with Lego Serious Play

    Daniel Osterwalder, Certified Professional Facilitator, LEGO SERIOUS PLAY-Facilitator, Design Thinker, Visual Facilitator and Graphic Recorder, trainer competitive sports
    With Lego Serious Play Facilitating we achieve three things:
    - we take the desire for differences, change, transformation very seriously and dedicate ourselves fully to these challenges
    - we do it in a playful way and with a lot of humor
    - we use storytell...
     

    “The Limits of my Language are the Limits of my World” – Ludwig Wittgenstein

    Travis Simlinger, CEO and Teacher at Progressive English Zurich
    To kick-start the workshop, you will learn an 8-minute routine guaranteed to have you starting your day with more energy, composure and focus than most people on the planet!
     
    The session then segues into its main topic: to greatly enhance participant’s “busines...
     

ACTIVITY 2021
ACTIVITY 2021
  • Wine Cellar Tour with Tasting

    Sommelier of the Grand Resort Bad Ragaz
    Wine tour by sommeliers of the Grand Resort Bad Ragaz.
     

SPEAKER TESTIMONIALS
SPEAKER TESTIMONIALS

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