2025-05-19T00:00:00-0400

2025-05-21T00:00:00-0400

DACH Investors Retreat 2025 Chiemsee | May 19 - 21, 2025 Request Agenda


The Premier Closed-Door Forum for the DACH Region’s Leading Investors. 

The DACH Investors Retreat is the leading invitation-only event for family offices, private banks, pension funds, insurance companies, wealth managers, and foundations from Germany, Austria, and Switzerland. This exclusive forum is crafted to deliver high-value, actionable investment insights while advancing the private wealth and institutional investment landscape in the DACH region. The agenda explores key topics including: 

    • Strategic Asset Allocation  
    • Equity & Fixed Income Markets 
    • Alternative Investments 
    • ESG Integration 
    • Global Economic & Market Outlooks 

The retreat offers a confidential space for peer-to-peer exchange, networking, and idea sharing among senior decision-makers from institutions such as Bayerische Versorgungskammer, Bank J. Safra Sarasin, Generali Switzerland, CPEG, and Reichmuth & Co Privatbankiers,

Featured speakers include top industry thought leaders like: 

    • Philipp E. Bärtschi, Chief Investment Officer, Bank J. Safra Sarasin 
    • Grégoire Haenni, Chief Investment Officer, Caisse de Prévoyance de l'État de Genève - CPEG 
    • Kathrin Kalau-Reus, Head of Private Equity, Infrastructure & Timber, Bayerische Versorgungskammer 
    • Thomas Wille, Chief Investment Officer, Copernicus Wealth Management 


Join the DACH region’s most influential investors for an unforgettable experience. Register Now! 

banner


REQUEST AGENDA

Please note only corporate email addresses will be accepted.

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.

Key Discussion Topics

KEY DISCUSSION TOPICS

 

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK

With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?

NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING

Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2025 and beyond?

EQUITIES AND THEIR IMPACT ON PORTFOLIOS

Huge opportunities remain available for investors making predictions for 2025. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?

EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING

Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

FIXED INCOME INVESTMENTS

Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES

With volatility expected to continue throughout 2025 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.

LEADERSHIP DECISION MAKING IN DISRUPTIVE TIMES

Leading institutional investors shed light on the most pressing investment and management issues facing their organizations for example, how have global developments shifted priorities and what are reasonable expectations for investment returns in 2025?

 

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

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

Click HERE to a book your stay at the Hotel Das Achental!

PRICING

Event Registration - Managers & Service Providers 5,000.00 USD 05/22/25

VENUE


Das Achental am Chiemsee
Mietenkamer Str. 65
Grassau im Chiemgau
Germany 83224
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]