Switzerland Institutional Forum 2018 | Markets Group | 28 February 2018 | SIX ConventionPoint, Pfingstweidstrasse 110, 8005, Zürich, Switzerland

The Switzerland Institutional Forum is an educational meeting designed through close coordination with the country’s leading institutional investors to build peer communities that merge global best practices with local expertise.

The program’s agenda will cover
• smart beta
• pension fund management
• multi-asset allocation trends
• fund operational issues
• global equity market landscape
• alternative investments
• interest rates
and more.

The meeting is specially designed to bring together investment officers, board members, and trustees from the most active institutional investors in Switzerland.

KEY DISCUSSION TOPICS:

OBLIGATION BASED DECISION-MAKING
Actively Making decisions for pension plans can be very complicated, involving endless conversations among staffs, trustees, advisers, actuaries and managers. But for some, there's a different way of looking at pension plans, and that is by focusing on the obligations, or some might choose to call liabilities.

MAJOR FORCES AND TRENDS FOR 2018
As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods?

PRACTICAL STEPS TOWARDS ESG INTEGRATION
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?

PRIVATE MARKETS
With low expected returns in many public markets, investors are increasingly looking to private markets for total return, income and diversification.

2018 Speakers

Felix Schlumpf
Head of Strategic Asset Allocation, PhD, CFA, Zurich Insurance Company

Juerg Traber
Scheme Manager, Hilti Pension Fund

Ursula Gross Leemann
President, Pensionskasse Küsnacht

Dr. Mirjam Staub-Bisang
Chairwoman, Profond Pension Fund

Mirko Santucci
Head of Fixed Income, Suva

Sven Rump
Chief Investment Officer, la Mobiliere

Reto Niedermann
Vice President Foundation Board, Steiner Investment Foundation

Beat Kunz
Chief Executive Officer & Founder, Portas Capital

Johan Schotte
Chairman, Johan Schotte Foundation

Marcus Storr
Head of Hedge Funds, Feri Trust GmbH

Jeannette Leuch
Partner, invalue AG

Nicolas von der Schulenburg
Managing Director, Portfolio Advisors

Stefan Hess
Investment Consultant, Mercer

Raymond Hamersma
Senior Consultant, Ortec Finance

Frédéric Jauffret
Founder and Chief Executive Officer, Consultiva

Pierre Sauvagnat
Member of the Investment Committee, CERN Pension Fund

Peter Meier
Board and Investment Committee Member, SV Stiftungen

Tom Niemans
Senior Portfolio Manager, Altis

2018 Sponsors

TITLE SPONSORS:
• Scientific Beta

PLATINUM SPONSORS:
• American Century Investments
• Amundi Asset Management
• Comgest
• SYZ Asset Management

GOLD SPONSORS:
• One Asset Management
• Candriam
• Capital Group
• Fundana
• GAM Investments
• J.Safra Sarasin
• Old Mutual Global Investors
• Storebrand