Swiss Pensions Conference 2022 - Zurich | CFA Society Switzerland | 13 June 2022 | The Dolder Grand, Kurhausstrasse 65, 8032 Zürich, Switzerland

The year 2022 will be characterized by sharp structural breaks: Since the beginning of the year, the USA in particular and, in a second step, also the European countries have been forced to abandon their ultra-loose monetary policy due to noticeable inflation. Since the end of February, the geopolitical tensions triggered by the Russian attack on Ukraine and the unprecedented sanctions that have followed have caused major dislocations across all markets. The scenario of a new "iron curtain" through Eastern Europe together with a price shock for raw materials, especially in the energy sector, not only suggests increased volatility in the short term, but also a fundamental regime change in both the financial markets and the real economy.

Due to this new situation, it seems necessary to question the existing investment strategies, to reflect on the "investment beliefs" behind them and, if necessary, to adapt the implementation of the investment processes.

The CFA Society Switzerland invites you to discuss these issues with peers from Swiss pension fund management and international specialists. As part of this event, we would like to discuss the following questions:
• How does the strategy process of a large Scandinavian pension fund (AP1) work?
• How does this compare to the Swiss perspective?
• How can currency and climate risks be integrated into the investment strategy?
• How are private equity and real estate doing in this new environment?
• Does the Chinese stock market offer opportunities for diversification? How do you successfully select managers for this market and what experiences have been made in the selection process?
• How can modern methods of risk management be integrated into innovative multi-asset investment strategies using the example of a specific internal pension fund solution for a reinsurance company?
• What effects does the inflation macro regime have on investment and risk management?
• Which geopolitical risks exist for pension funds in the future and how are they to be classified?

This conference would like to offer a forum for the participants to form their opinions on strategy development. This requires a close exchange.

2022 Speakers

MODERATOR:

Christian Fitze, PhD
Senior Investment Consultant, ECOFIN Investment Consulting

SPEAKERS:

Mikael Angberg
Chief Investment Officer, AP1 (First National Swedish Pension fund)

Majdi Chammas
Portfolio Manager, AP1

Vera Kupper Staub, PhD
President, Supervisory Commission for Occupational Pensions (OAK BV)

Stephen Leger
Head of asset management at the federal pension fund PUBLICA

Andreas Dänzer, CIIA
Chief Investment Officer, Credit Suisse Pension Fund

Nigel Rayment
Currency Senior Investment Specialist, J.P. Morgan

Roger Hallam
Roger Hallam
Currency Chief Investment Officer, J.P. Morgan

David Walsh
Managing Director in Alternatives Capital Markets and Strategy, Goldman Sachs

Markus Henz, CFA
Head Manager Selection, Suva

Markus Jaeger, PhD
Senior Investment Expert for Munich Re Markets

Gerrit Hein
Managing Director, Munich Re Markets in the DACH, Nordics and Eastern Europe regions

Rod Vogel
Senior Managing Director, Head of Private Equity Production, Principal Real Estate Investors

Kenneth Robertson
Client Portfolio Manager Sustainable Investing, Robeco

Vineer Bhansali, PhD
Founder and CIO, LongTail Alpha, LLC

Marko Papic
Partner and Chief Strategist, Clocktower Group

2022 Sponsors

PLATINUM SPONSORS:
• J.P. Morgan
• Principal
• Robeco
• Goldman Sachs Asset Management

GOLD SPONSORS:
• PICTET Asset Management
• HSBC
• Swiss Life
• Ninety One