The 2nd Annual DACH Investors Forum is the leading conference for family offices, high net worth wealth managers, private banks, pension funds, insurance companies and foundations from Germany, Austria & Switzerland. The forum’s content was developed to facilitate the dissemination of actionable investor content, coupled with supporting the continued development of the private wealth and institutional investment industry in the DACH Region.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, ESG strategies and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth & institutional community.
Thomas Spellitz Head of Division - Chief Investment Office Bank Gutmann
Birgit Niessner Director of Economic Analysis and Research Department OeNB
Maximilian Clary Head of Private Banking & Wealth Management Erste Bank
Nicole Strebinger Managing Director & Senior Investment Advisor - Sustainable Investing LGT Bank
Thorsten Weinelt Chief Investment Officer Commerzbank
Anja Hochberg Head Multi-Asset Solutions Zürcher Kantonalbank
Helmut Siegler Chief Executive Officer Schoellerbank
Vera Economou ESG Competence Center Lead Raiffeisen Bank
Martin Friedrich Head of Economic & Market Research – Portfolio Manager Lansdowne Partners Austria
Birgit Fleischmann Head Private Banking Österreich Kathrein Privatbank
Chris-Oliver Schickentanz Chief Investment Officer Capitell
Angelika Delen Global Head of Impact Investing and Europe (ex UK) Strategic Research Director Mercer
Charles J.F. van Erp Senior Partner Kronos Advisory Multi Family Office
Christian Tury Chief Investment Officer FINAD
Eduard Pomeranz Chief Executive Officer Magenhouse Family Office
Ekaterina Andersen Partner Turigum Family Office
Stefan Kirsch Managing Director Bergos Bank
Dr. Marcel Morschbach Chief Executive Officer & Board Member Westend Bank
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.
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 2024 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2023. 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 2024 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 2024?
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.
|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.|