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