Venue
GDI Gottlieb Duttweiler Institute
GDI Gottlieb Duttweiler Institute, Langhaldenstrasse 21, 8803 Rüschlikon, Switzerland

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Event Date Tue Jul 13 CEST (3 months ago)
In your timezone (EDT): Tue Jul 13 2:30am - Tue Jul 13 11:15am
Location GDI Gottlieb Duttweiler Institute
Langhaldenstrasse 21, 8803 Rüschlikon, Switzerland
Region EMEA
Details

As is well known, crises and difficult times do not always only harbor threats and uncertainty, but also opportunities - opportunities for change and immediate change. One factor in this change is crucial: resilience. We are not only talking about the resilience of investment behavior, but also about society and the economy in general. The Fund Experts Forum 2021 is also about resilience. How can we successfully defend ourselves against the prevailing external influences and turn them inside out to our benefit so that adapted investment strategies make the portfolio shine?

It is of great importance that risks and dangers for the portfolio can be recognized at an early stage using the right indicators and that they can be mastered through mature decisions in such a way that the construction of the portfolio can withstand external shocks. In addition to individual investment behavior, the event will also focus on global macro trends and the role of Europe in a post-Covid world.

Speakers

2021 Speakers

SPEAKER:

Jane Buchan PhD CAIA
Chief Executive Officer, Martlet Asset Management

Sigmar Gabriel
Former Federal Foreign Minister and Chairman, Atlantik-Brücke eV

Andrea Gerst
Managing Director of Pension Fund, Opernhaus Zürich AG

Fabienne Hockenjos-Erni
CIO, Basellandschaftliche Kantonalbank

Christa Janjic-Marti
Head of Investment Services, WPuls AG

Lawrence G. McDonald
CNBC Contributor, Founder and Editor, The Bear Traps Report

PARTNER SPOKESPERSON:

Jenna Barnard
Co-Head of Strategic Fixed Income, Portfolio Manager Janus Henderson Investors

Hortense Bioy
Director Sustainability Research EMEA & APAC, Morningstar

Stéphane Decrauzat
Head of Total Return Fixed Income, J. Safra Sarasin Sustainable Asset Management

Sacha El Khoury
Director and Portfolio Manager European Equities, BMO Global Asset Management

Andrew Harvie
Client Portfolio Manager, Columbia Threadneedle

Thomas Leys
Investment Manager, Aberdeen Standard

Stephen Li Jen
CEO & Co-CIO, Eurizon Capital SLJ

Gergely Majoros
Member, Carmignac Investment Committee

Samuel Manser
Member of the management and senior portfolio manager Swisscanto Invest by Zürcher Kantonalbank

Blaise Roduit
Head Fixed Income, Baloise Asset Management AG

Dr. Agim Xhaja
CIO Fixed Income, Banque Cantonale Vaudoise

MODERATION:

Jan Schwalbe
Editor-in-Chief, Finanz und Wirtschaft

Sylvia Walter
Editor in Finance and Economics

ADVISORY BOARD:

Marco Bagutti
Head of Capital Investments Foundation, BVG

Nadja Bleuler
Chief Economist & Partner, Marcuard Family Office

Matthias Geissbühler
Chief Investment Officer Raiffeisen Switzerland Cooperative

Andrea Gerst
Managing Director of Pension Fund Opernhaus Zürich AG

Prof. Dr. Thorsten Hens
Member of the Board of Directors of the Institute for Banking and Finance, University of Zurich

Maximilian Kunkel
Ultra High Net Worth Investment Strategist, UBS

Natascha Retzler-Tavoletta Head Marketing CH & EMEA (Switzerland, Europe, Middle East & Africa) Julius Bär & Co AG

Christoph Schenk
CIO, Zürcher Kantonalbank

Laurent Schlaefli
CEO, Profond Pension Fund

Christine Schmid
Head Strategy, additive

Georg Schubiger
Head, Wealth Management Bank Vontobel AG

Jan Schwalbe
Editor-in-Chief, Finanz und Wirtschaft

Eric Syz
CEO, Bank SYZ AG

Matthias Weber
Founder, alpha-optimum

Sponsors & Partners

2021 Partners

PARTNER:
• Aberdeen Standard Investments
• Baloise Asset Management AG
• BCV
• BMO Global Asset Management
• Carmignac
• Columbia Threadneedle Investments
• Eurizon
• Janus Henderson
• J. Safra Sarasin Group
• Morningstar Switzerland GmbH
• Swisscanto Invest

COOPERATION PARTNER:
• FE fundinfo
• IGUV
• Swiss Financial Analysts Association
• SwissFinTechLadies
• Kantonal Bank
• Zurich Bankers Association