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:
Manuel Leuthold Chairman of the board Swiss Federal Social Security Funds - compenswiss
Felix Schlumpf Head of Strategic Asset Allocation Zurich Insurance Company
Marcus Storr Head of Alternative Investments FERI Trust
Dr. Fariba Hashemi Partner & Lecturer Salus Partners and ETH Zurich
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
Jacques Lemoisson Chief Executive Officer GATE Capital Management
Raymond Hamersma Senior Consultant Ortec Finance
Natalia Voychuk Managing Director Corum Vermögensverwaltung
Michael Simmeth Head of Manager Selection LGT Capital Partners
Philipp Langeheinecke Owner & Managing Partner Finance-Doc
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.
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.
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.|