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2022-05-18T00:00:00-0400

2022-05-18T00:00:00-0400


5TH ANNUAL SWITZERLAND INSTITUTIONAL SPRING FORUM ZÜRICH | MAY 18, 2022 REQUEST
AGENDA

5TH ANNUAL SWITZERLAND INSTITUTIONAL SPRING FORUM
 * OVERVIEW
 * SPEAKERS
 * SPONSORS
 * AGENDA
 * VENUE
 * CONTACT
 * REGISTER
 * REQUEST AGENDA








The 5th Annual Switzerland Institutional Forum is the region's leading
conference for pension funds, insurance companies, foundations & endowments,
hospital plans sovereign wealth funds and consultants from throughout the
region. The forum’s content is developed through hundreds of one-on-one meetings
with the institutional investment community and the program's speaker faculty is
primarily comprised of leaders in the sector across Switzerland.

Our agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional private wealth community.

We're committed to the health and safety of all of our attendees. At each of our
events the following COVID-19 related protocols will be in place to ensure a
safe and comfortable experience for all guests:

 * All attendees are required to be *fully vaccinated
 * Modified room set up and seating arrangements
 * Temperature check upon entry
 * Enhanced cleaning and sanitation stations
 * Limited touch food and beverage service

* Fully vaccinated means two weeks after the second dose in two-dose vaccine or
two weeks after the first dose in a one dose vaccine.






SPEAKERS

Manuel Leuthold President & Chairman of the board Swiss Federal Social Security
Funds - compenswiss

Felix Schlumpf Head of Strategic Asset Allocation Zurich Insurance Company



Michael Simmeth Head of Manager Selection LGT Capital Partners



Marcus Storr Head of Alternative Investments FERI Trust




Théodore Economou Investment Advisory Committee (IAC) Member Virginia Retirement
System

Matthieu Mougeot Switzerland Investment Solutions Leader Mercer





Peter Ibbotson Partner Swisscom Ventures

Véronique Tischhauser-Ducrot CEO Pro Senectute Kanton Zürich




Philippe Luethy Head of Investment Switzerland Aon Schweiz



Serge Ledermann Founder & Managing Director 1959 Advisors



Olivier Ferrari Founder & Chief Executive Officer CONINCO Explorers in Finance

Lucia Waldner Head of Family Office CC Trust Group






Adriel Jost Chief Executive Officer and Chief Economist WPuls AG

Dr. Fariba Hashemi Partner, Member of Investment Committee & Head of Economics
Research Salus Partners



Jacques Lemoisson Chief Executive Officer Gate Advisory



Raymond Hamersma Senior Consultant Ortec Finance




Philipp Langeheinecke Owner & Managing Partner Finance-Doc

Felipe Piton Executive Director, Head Investment Specialists Latam International
UBS Global Wealth Management






TITLE SPONSORS




PLATINUM SPONSORS




GOLD SPONSORS





REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered
financial professional.

First Name *
Last Name *
Email *
Phone *
Title *
Company *
Company Type * -- Please select company type Hedge funds Private equity fund
Placement agent Investment bank Immigration Rating agency Energy / infra /
construction Jurisdiction Consultant Offshore services Law firm Audit
Hospitality / developer / commercial services Technology Fund administrator Real
estate Asset manager Insurance Other
Yes, I'd like to view the agenda. By submitting an email, I agree to receive
emails from Markets Group.



KEY DISCUSSION TOPICS

ASSET ALLOCATION AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT TWELVE MONTHS

The panelists will look at the overall picture and provides context for the rest
of the sessions during the event.

ESG NOW AND THEN: RECENT TRENDS IN ESG IMPLEMENTATION AND LONG-TERM STRATEGIES

Environmental, Social, and Governmental discussions continue to evolve rapidly,
the panel explores how investors are assessing ESG’s longer-term strategies
within their portfolios.

FIXED INCOME: REALISTIC EXPECTATIONS AND WAYS TO ENHANCE RETURNS

This session will look at specific and general conditions for the debt markets,
including addressing the best strategies to identify underlying opportunities.

GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS

As other asset classes provide lower returns, but less volatile conditions, the
greatest challenge is to find the best and safest ideas to invest.

EMERGING MARKETS: PUBLIC AND PRIVATE INVESTMENTS CONTINUE TO EVOLVE

Emerging market countries remain drivers of global growth and are expected to
deliver higher relative returns.

HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS

As allocations from investors continue to rise into alternative investments,
such as private debt, infrastructure and real estate, the session addresses the
best ways to access these markets.

EVALUATING REAL ASSETS AND REAL ESTATE INVESTMENT STRATEGIES

Investors’ challenges lay in the sheer breadth of investment opportunities now
available, as well as the inherent complexities surrounding asset allocation,
market timing and risk management.

CHIEF INVESTMENT OFFICE ROUNDTABLE

Chief Investment Officers will focus on the key investment and management issues
facing their funds and their responsibilities to their clients.

--------------------------------------------------------------------------------


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email
IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all
asset managers and service providers.




PRICING

Sponsorship is only available upon invitation and Markets Group reserves the
right to refuse sponsorship from any organization or individual deemed by
Markets Group to be incompatible with the event. Markets Group forum sessions
are closed to all media/press and video/audio recording is explicitly prohibited
within the venue.


VENUE

Zum Verschieben drückst du die Pfeiltasten entsprechend.


SIX Convention Point
Pfingstweidstrasse 110
8005.

Zürich
Switzerland




Karte
 * Gelände

Satellit
 * Beschriftungen












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SIX Convention Point
Pfingstweidstrasse 110
8005
Zürich
Switzerland 8005
CLICK TO VISIT VENUE WEBSITE


CONTACT

SPONSORSHIP OPPORTUNITIES & REGISTRATION

+1 212-804-6220

Sales@marketsgroup.org

ALLOCATOR ATTENDANCE

+1 347-778-2568

IR@marketsgroup.org

MEDIA PARTNERSHIPS

+1 212-600-8631

John.Zajas@marketsgroup.org




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