Finanz-und-Wirtschaft-Forum: Inseln der Aufmerksamkeit

Program

Speakers

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  Tina Fordham Founder and Geopolitical Strategist Fordham Global Foresight

  Tina Fordham is on a mission to transform how the C-Suite, multinationals andinstitutional investors think about geopolitics and social change. A trailblazer in the field of geopolitical risk, Fordham was Wall Street’s original Chief Global Political Analyst, created Eurasia Group’s groundbreaking financial markets research business, was appointed to the United Nations’ first High-Level Panel on Women’s Economic Empowerment, and has served as an adviser to the U.K. prime minister and 3-star generals during her 25-year executive career. Tina founded her independent geopolitical strategy firm, Fordham Global Foresight, in the weeks after Russia’s invasion of Ukraine in 2022. Her clients, mainly financial institutions, law firms and MNCs, as well as readers of her column for Forbes, are familiar with her signature thesis on The New Geopolitical Risk Super cycle and concept that business leaders need to raise their PQ --Political Quotient--in order to be prepared for the challenges and opportunities ahead in the coming decade of dislocation. Tina Fordham is a dual US-U.K. citizen living in London. She is a member of the International Advisory Board for the Columbia University School of International and Public Affairs, her alma mater, and a member of the board of Roots of Peace, an agricultural charity that works in post-conflict zones. She frequently appears on Bloomberg, CNBC, CNN and Monocle Radio, and is the host of The Navigator, a global affairs video series, produced in collaboration with the London Stock Exchange Group.

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  Fabienne Hockenjos-Erni CIO Basellandschaftliche Kantonalbank

  Fabienne Hockenjos-Erni ist seit 2016 im Investment Center der Basellandschaftlichen Kantonalbank tätig und leitete ab 2017 das Investment Research der Bank. Als Chief Investment Officer verantwortet sie seit August 2020 die nachhaltige Vermögensverwaltung. Sie spezialisiert sich auf langfristige Anlagethemen mit Schwerpunkten im Bereich ESG und treibt die Integration von ESG-Kriterien im Anlageprozess voran. Vor ihrer Tätigkeit bei der Basellandschaftlichen Kantonalbank war sie von 2013 bis 2016 bei Notenstein La Roche (früher Bank La Roche) als Mitglied der Direktion verantwortlich für das Management des europäischen Aktienfonds sowie für die Asset Allokation der verschiedenen Vermögensverwaltungsmandate. Fabienne Hockenjos-Erni war 2008 bis 2013 als Investor Relations Manager bei der Baloise Group tätig. Zu ihrer Verantwortung zählte die Kapitalmarktkommunikation der Baloise Group, der tägliche Dialog mit Investoren und Analysten sowie das Mitwirken bei diversen Corporate Finance-Aktivitäten. Fabienne Hockenjos-Erni studierte Wirtschaftswissenschaften an der Universität Basel und ist CFA® Charterholderin am CFA Institute.

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  Retired Lieutenant General Ben Hodges US Army, Commander US Army Europe 2014-2017

  Lieutenant General (Retired) Ben Hodges, the former Commanding General of US Army Europe (2014-2017), currently serves as NATO Senior Mentor for Logistics, he consults for several companies on Europe, NATO, and the European Union, and he is co-author of the book, Future War and the Defence of Europe, published by Oxford University Press. Hodges has a regular media presence on CNN, MSNBC, Fox, BBC, Times Radio, ZDF, Frankfurter Allgemeine Zeitung, Deutsche Welle, The Daily Telegraph and other media on NATO, US and European security, the Russian War against Ukraine, the greater Black Sea Region, geopolitical issues and regional security, governance, human rights, and other topics. He was most recently Senior Advisor to Human Rights First, a non-profit, nonpartisan international human rights organization based in New York, Washington D.C., and Los Angeles. Prior to joining Human Rights First, he held the Pershing Chair in Strategic Studies at the Center for European Policy Analysis (CEPA). A native of Quincy, Florida, General Hodges graduated from the United States Military Academy in May 1980 and was commissioned as an Infantry Officer in the US Army. After his first assignment as a Lieutenant in Garlstedt, Germany, he commanded Infantry units at the Company, Battalion, and Brigade levels in the 101st Airborne Division, including the First Brigade Combat Team “Bastogne” in Operation IRAQI FREEDOM (2003-2004). His other operational assignments include Chief of Operations for Multi-National Corps-Iraq in Operation IRAQI FREEDOM (2005-2006) and Director of Operations, Regional Command South in Kandahar, Afghanistan (2009-2010). General Hodges has also served in a variety of Joint and Army Staff positions. From 2012-2014 he served as Commander, NATO Allied Land Command in İzmir, Turkey. His last military assignment was as Commanding General, United States Army Europe in Wiesbaden, Germany from 2014 to 2017. He retired from the U.S. Army in January 2018 and lives today with his wife in Frankfurt, Germany.

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  Sebastian Kurz Ehemaliger Bundeskanzler der Republik Österreich

  Sebastian Kurz is a former prime minister of the Republic of Austria and now globally operating entrepreneur, investor and consultant with a geographic focus on Europe & the Middle East. Born in 1986, he started his political career at an early age in the youth organization of the Conservative party in Austria. In 2011 he entered the federal government as State Secretary for Integration. In 2013, he became the youngest foreign minister of the Republic of Austria at the age of 27. In 2017, he was elected as head of the Austrian People’s Party, won the national election in the same year, and became the youngest Federal Chancellor in the country’s history and also the youngest Prime Minister in the world at this time. In 2019, he was leading the party in another successful national election campaign and managed to increase the consent of the voters for his party even further. The outcome of the election enabled him to form a government a second time under his leadership as federal chancellor of the Republic of Austria. In December 2021, Sebastian Kurz left politics and is now, together with his team at SK Management, working as a globally operating consultant. Together with partners, he has invested in a range of companies in various sectors and also co-founded the cybersecurity company “Dream”, which is based in Tel Aviv, Israel.

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  Christoph Schenk CIO Zürcher Kantonalbank

  Christoph Schenk (CFA) ist Chief Investment Officer der Zürcher Kantonalbank und verfügt über mehr als 25 Jahre Erfahrung in der Vermögensverwaltung und in Pensionskassen. Er verfügt über einen Master-Abschluss in Betriebs- und Volkswirtschaft der Universität Bern, Schweiz. Darüber hinaus ist er Chartered Financial Analyst (CFA) und hat einen Abschluss des CFA Institute in Charlottesville (Virginia), USA. Christoph war Gründer und Mitglied des Verwaltungsrates der Avadis Vorsorge Ltd. (vormals ABB Vorsorge AG), Managing Director der UBS und der Alstom Power Pensionskasse, Chief Investment Officer bei Credit Suisse Asset Management und UBS Wealth Management. Er war auch Mitglied mehrerer Stiftungsräte und Verwaltungsräte. Daneben war er als Dozent an der Hochschule Luzern tätig und führte Prüfungen durch. Zurzeit ist er Mitglied der Expertenkommission Sustainable Finance von Swiss Banking, Vizepräsident des Verwaltungsrats der Swisscanto Fondsleitung AG und Mitglied des Beirats Banking & Finance der Zürcher Hochschule für Angewandte Wissenschaften in Business Administration. Darüber hinaus verfügt er über eine grosse Erfahrung als Moderator und Referent an Kundenveranstaltungen und als Interviewpartner in Live-Fernsehen, Radio und Internet.

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  Michael Strobaek Global CIO Lombard Odier Private Bank

  Michael Strobaek is Global Chief Investment Officer and Head of Investment Solutions of Bank Lombard Odier, which he joined in November 2023. Previously, he was Global Chief Investment Officer and Head of Investment Solutions Sustainability at Credit Suisse. In that role, he chaired the Credit Suisse Investment Committee, which determined the House View the bank’s official opinion on the global economy, financial markets, and investment strategy. Mr Strobaek joined Credit Suisse in May 2013 from a Swiss Family Office, where he was the Chief Executive Officer, CIO and a Managing Partner. Between 1996 and 2009 Mr Strobaek was with UBS, where he was the Head of Investment Management for UBS Wealth Management and, prior to that, the Global Head of Investment Solutions. He became a member of the UBS Group Managing Board in 2007. Mr Strobaek has more than 25 years of financial markets and managerial experience, overseeing international investment management operations. He started his business career as an Equity Analyst at Swiss Bank Corporation. Mr Strobaek holds a M.Sc. degree in Economics and Business Administration from Copenhagen Business School, Denmark, and a CEMS Master degree in Finance from the University of Cologne, Germany He is a CFA Charterholder and holds a CEFA / AZEK diploma.

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  Dr. Burkhard Varnholt UBS Chief Investment Office

  Burkhard ist ehemaliger Global Chief Investment Officer bei der Credit Suisse und derzeit Leiter Investments bei der Credit Suisse, eine UBS-Konzerngesellschaft. Er verfügt über rund 30 Jahre Anlageerfahrung und berät Grossanleger weltweit. Burkhard ist ein regelmässiger öffentlicher Redner, Autor von Büchern und veröffentlicht regelmässig Marktkommentare. Er erwarb seinen Doktortitel in Wirtschaftswissenschaften an der Universität St. Gallen und wurde mit dem Ehrendoktortitel (Dr. h.c.) in International Relations der Geneva School of Diplomacy ausgezeichnet. Im Jahr 2004 gründete Burkhard die Kinder-Wohltätigkeitsorganisation «Kids of Africa», die ein Dorf für obdachlose Kinder in Uganda betreibt (www.kids-of-africa.com). 2006 wurde er mit dem Swiss Re Civil Services Prize ausgezeichnet. Burkhard war früher Mitglied des Tate Modern Acquisition Committee und ist derzeit Trustee des Verwaltungsrats des Museum Haus Konstruktiv in Zürich sowie der Freunde des Kunsthaus Zürich.

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Partner Speakers

• 
  Louis Citroën Analyst & Portfolio Manager Comgest

  Louis Citroën joined Comgest in 2019 and is an Analyst and Portfolio Manager specialising in US equities. Louis co-leads the management of the US Equity strategy and contributes strongly to idea generation, researching US companies across a broad range of sectors. Prior to joining Comgest, he was an Equity Analyst covering telecoms and media stocks at Arete Research in London for five years. Louis previously worked from 2011 as a Small Cap Equity Analyst at Financière de l’Echiquier and began his career in 2009 as a management consultant at Oliver Wyman in Paris. He holds a Master’s degree in Management from ESCP Business School (France, UK, Germany) and is a CFA® charterholder.

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  Bruce Crochat Head of Institutional Portfolio Management Banque Cantonale de Genève

  Bruce Crochat joined BCGE Asset Management in 2016 as a Swiss equity fund manager and is based in Geneva. He is in charge of the Institutional Portfolio Management team and the lead fund manager for the Synchrony Swiss Equities active strategies. Mr. Crochat started his professional career in institutional management at IAM Independent Asset Management SA. He first held a role as a financial analyst on European equities for 5 years, then was in charge of the management of a European equity fund. He holds a Master’s degree of Science in Finance from HEC Geneva and HEC Lausanne and is a CFA® Charterholder.

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• 
  Rob Fawn Principal and Portfolio Manager PGIM Fixed Income

  Rob Fawn is a Principal and Portfolio Manager in the European Leveraged Finance Team at PGIM Fixed Income, based in London. Mr. Fawn is responsible for managing high yield bonds and bank loans across multiple mandates. He manages the European investments in PGIM Fixed Income’s Credit Opportunities strategy, and is also responsible for managing the European Leveraged Finance sleeves within the Global High Yield and Multi Sector portfolios. Previously, Mr. Fawn was a credit analyst in the European Leveraged Finance Credit Research Team where he covered the chemicals, food, metals & mining and paper & packaging sectors. Prior to joining the Firm in 2017, he spent 12 years at Citigroup, most recently as a credit analyst on their European High Yield Credit Trading desk, having also spent 6 years in M&A. Mr. Fawn received a Bachelor of Science in Business Administration from The University of Bath.

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• 
  Andrew Harvie Client Portfolio Manager Columbia Threadneedle Investments

  Andrew Harvie ist Client Portfolio Manager innerhalb des Global Equities-Teams. Seine Aufgabe besteht darin, die Ansichten und Fähigkeiten des Teams in Bezug auf Investitionen gegenüber bestehenden und potenziellen Kunden, Beratern und Vermittlern zu erläutern. Andrew Harvie kam 2018 von Schroders, wo er als Client Portfolio Manager und Produktleiter im QEP-Investmentteam tätig war, wieder zum Unternehmen und dem Team zurück. Zuvor arbeitete er als Client Portfolio Manager bei Man AHL, der quantitativen Anlageabteilung der Man Group, nachdem er ursprünglich 2007 als Anlageanalyst eingestiegen war. Vor seiner Arbeit im Asset Management arbeitete Andrew als Aktien-Kapitalmarktanalyst bei Bloomberg und begann seine Karriere im Wealth Management. Andrew hat einen BSc (Hons) in Wirtschaftswissenschaften mit Statistik von der Universität Bristol.

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  Roland Hausheer Mitglied der Direktion, Head Credit Specialities Zürcher Kantonalbank

  Roland Hausheer ist Mitglied der Direktion und leitet das Fixed Income Team Credit Specialities bei der Zürcher Kantonalbank. In seinem Team werden unsere High Yield sowie Convertible Strategien verwaltet. Roland Hausheer ist zusätzlich Lead Portfolio Manager des Swisscanto (CH) Pension Bond Fund Responsible Global High Yield sowie des Swisscanto (LU) Bond Fund Responsible Secured High Yield. In seiner Funktion als Kreditanalyst deckt er den Energie-, Automobil, Telekom- sowie Medien-Sektor ab. Vor seinem Eintritt in Swisscanto in 2011 war Herr Hausheer für eine Private Equity-Firma tätig, welche sich auf erneuerbare Energien fokussiert. Zuvor arbeitete er im Global Proprietary Trading Team der Credit Suisse in London als Portfolio Manager für High Yield und Investment Grade Portfolios. Herr Hausheer begann seine Karriere in der Finanzindustrie als Kreditanalyst bei RMF Investment Management in der Schweiz und London. Seine Studien in Rechts- und Wirtschaftswissenschaften (lic.iur./lic.oec.) schloss Roland Hausheer an der Universität St. Gallen ab.

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• 
  Frédéric Leroux Head of Cross Asset, Fund Manager Carmignac

  Frédéric Leroux ist Head of the Cross Asset Team und Fondsmanager bei Carmignac. Er kam 1995 als Fondsmanager zu Carmignac. Er gründete einen FCIMT (Managed-Futures-Fonds) und arbeitete anschließend für BNP Paribas Equities und HSBC CCF als Wertpapierberater für Aktienmarkt-Derivatestrategien. 2003 kehrte er zu Carmignac zurück und wurde zum Global Fund Manager, Head of Cross Asset ernannt, wo er für makroökonomisches Research und Absicherung zuständig ist. Er studierte am Institut d’Economie Scientifique et de Gestion (IESEG) in Lille, Frankreich.

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• 
  Seth Meyer Head of Fixed Income Strategy, Portfolio Manager Janus Henderson Investors

  Seth Meyer is Head of Fixed Income Strategy at Janus Henderson Investors, a role he has held since 2022. In this role, Seth informs on the strategic direction and ESG strategy of the fixed income platform, and leads the client portfolio manager team. Additionally, he has been is a portfolio manager on the Corporate Credit and US Fixed Income Teams since 2015. Seth was promoted from an analyst to assistant portfolio manager supporting in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst in 2005. Prior to Janus, he was a consultant relations manager at OppenheimerFunds.

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  Anne Opitz Senior Portfolio Manager, Institutional Multi Asset Bank J. Safra Sarasin

  Anne Opitz stiess im September 2020 als Senior Portfolio Managerin im Multi Asset & Systematic Team zum Asset Management der Bank J. Safra Sarasin AG. Zuvor war Anne Opitz von 2017 bis 2020 Portfolio Managerin im Multi Asset Dynamic Solutions Team von Vontobel Asset Management in Zürich. Davor war sie von 2007 bis 2017 Portfoliomanagerin bei Insight Investment in London. Anne begann ihre Karriere bei der Bank of Tokyo-Mitsubishi UFJ im Jahr 2005. Anne schloss ihr Studium an der Bayes Business School (ehemals Cass) City, University of London, mit einem Bachelor of Science in Investment and Financial Risk Management mit Auszeichnung ab. Anne ist CFA Charterholder.

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  Henrietta Pacquement Senior Portfolio Manager, Head of Global Fixed Income, Head of Sustainability Allspring Global Investments

  Henrietta Pacquement is a senior portfolio manager and the head of both the Global Fixed Income team and the Sustainability team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Henrietta joined WFAM as a quantitative analyst before becoming a portfolio manager and, subsequently, the Head of the European investment-grade business for the Global Fixed Income team in London. She has extensive buy-side experience in portfolio and risk management. Prior to joining WFAM, Henrietta was a quantitative analyst at Barclays Global Investors. Earlier, Henrietta worked in Paris for AXA Investment Management in a similar role. She began her investment career in 2001. Henrietta earned a master’s degree in astrophysics from Cambridge University. She has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

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  Jürgen Pinker Senior Managing Director Blackstone Private Equity

  Jürgen Pinker ist Senior Managing Director in der Private-Equity-Gruppe und hat seinen Sitz in London. Herr Pinker ist Head of Private Equity für Blackstone in Deutschland und konzentriert sich in erster Linie auf die Sektoren Industrie, Chemie und Baustoffe. Darüber hinaus leitet er die Investitionsaktivitäten von Blackstone im Bereich Energie und natürliche Ressourcen in Europa, dem Nahen Osten und Afrika. Darüber hinaus beaufsichtigt Herr Pinker die Investitionsaktivitäten von Blackstone in den deutschsprachigen Regionen. Seit seinem Eintritt bei Blackstone im Jahr 2011 war Herr Pinker an der Durchführung der Blackstone-Investitionen in Intertrust, ATC, Elian, Scout24, Armacell, Cerdia, Schenck Process, Stow Group (alias Averys), BME Group, Desotec, Huws Gray und Array Technologies Inc. und Enstall (früher bekannt als Esdec Solar Group) beteiligt. Bevor er zu Blackstone kam, arbeitete Herr Pinker als Direktor bei Strategic Value Partners und konzentrierte sich auf „Distressed Situations“. Davor war Herr Pinker Associate Director bei The Carlyle Group, wo er an der Leitung und Durchführung von Investitionen in verschiedenen Sektoren beteiligt war. Herr Pinker ist ein Verwalter und Mitglied des Finanzausschusses von FareShare. Herr Pinker hat einen Master-Abschluss in Volks- und Betriebswirtschaft von der WHU-Otto Beisheim School of Management. Herr Pinker ist derzeit Mitglied des Verwaltungsrats von Cerdia, Schenck Process, Stow Group, BME Group, Desotec, Huws Gray und Enstall (früher bekannt als Esdec Solar Group).

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• 
  Mark Seeber Director of Product Management Direct Morningstar

  Herr Mark Seeber arbeitet für Morningstar im Product Management und leitet das Team der EMEA Region für Direct, Data und Reporting Solutions. Darüber hinaus verantwortet er die Themenbereiche ESG und Regulierung global innerhalb der betreuten Produkte. Herr Seeber ist Teil des globalen Productleadershipteams, dass unsere Produkte für unsere Kunden für die Zukunft aufstellt und entsprechende Neu- und Weiterentwicklungen priorisiert. Vor seiner Tätigkeit bei Morningstar war Herr Seeber mehr als ein Jahrzehnt bei Infront im Bereich der quantitativen und regulatorischen Lösungen tätig und verantwortete zum Schluss in leitender Position das regulatorische Angebot rund um PRIIPs, Fair-Value Pricing und Feeds für den Gesamtkonzern.

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Moderation

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  Jan Schwalbe Editor-in-chief Finanz und Wirtschaft

  Jan Schwalbe is the Editor-In -Chief of the Swiss Business paper «Finanz und Wirtschaft». He has covered business and the economy for more than 20 years and has conducted countless interviews with international business leaders, economists and strategists. He has been published in Businessweek, Bloomberg News, “Finanz und Wirtschaft” and The Daily Telegraph. Before taking his role as Editor-in Chief he was the Head of the Zurich Bureau of Bloomberg News and was working for CNN Money. Jan Schwalbe was on the Board of the Foreign Press Association in New York and a correspondent in New York and London for over a decade.

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Advisory Board

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  Marco Bagutti Leiter Kapitalanlagen Stiftung Auffangeinrichtung BVG

  Marco Bagutti leitet seit Dezember 2008 den Fachbereich Kapitalanlagen der Stiftung Auffangeinrichtung BVG. Bei der ASGA und PK ABB ist er Mitglied des Anlagekomitees, bei der «Schweizer Personalvorsorge» hat der die Fachverantwortung für das Ressort Kapitalanlagen. Vor 2008 war er 15 Jahre im Bereich der Institutionellen Vermögensverwaltung als Portfoliomanager und Kundenverantwortlicher für Pictet & Cie und andere Vermögensverwalter tätig. Ende der Achtzigerjahre gehörte er zu den ersten Optionenhändlern an der neugegründeten SOFFEX. Marco Bagutti ist seit 1992 CFA Charter Holder. Er ist Gründungsmitglied der CFA Society Switzerland und diente während 10 Jahren in deren Vorstand, 3 davon als deren Präsident.

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  André Bantli Managing Director is Head Investments, Distribution & Client Management Vontobel Wealth Management

  André Bantli, Managing Director is Head Investments, Distribution & Client Management for Vontobel Wealth Management. He is in charge for the overall investment offering, service and distribution of investment solutions and structured products, Swiss Equity Research and marketing services within Wealth Management. This includes the new launch of investment solutions, the overall investment product life cycle management including communication and aftersales, research distribution & event management for Wealth Management clients. Prior to joining Vontobel in June 2020, André Bantli was at BlackRock for almost 7 years. He was in charge for the Continental Europe distribution and deputy Country Head Switzerland. Before that, he spent more than 23 years at Credit Suisse in different capacities across Asset Management, Investment Banking and Private Banking. His last position was Regional Head Investment & Portfolio Management Asia Pacific and Country Head Asset Management Singapore. André Bantli is an investment professional, whose international career has included positions in Singapore, Beijing, Dubai, New York and Zurich. Mr. Bantli started his career in 1992. Mr. Bantli earned an M.B.A from The University of Chicago and a BA degree in Business Administration from the University of Applied Science Zurich.

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  Nadja Bleuler Chief Economist, Head of ESG & Partner bei Marcuard Family Office

  From 2011 to 2013, Nadja worked as a Senior Economist at Wellershoff & Partners, a consultancy specializing in the fields of macroeconomic and investment research and the design of macro- based investment processes. At Wellershoff, Nadja helped clients to implement investment strategies and researched macroeconomic and financial market topics with a special focus on fixed income markets. Before joining Wellershoff, Nadja worked as a fund manager and researcher in the asset management department of Wegelin Private Bank. She managed a multi-strategy fund and together with her team, she was responsible for the tactical asset allocation within the Wegelin funds and the portfolios of private clients. She later joined the research team, where she contributed to the development of quantitative investment strategies. Nadja holds a master’s degree from the University of St. Gallen in quantitative economics and finance and a Bachelor of International Affairs and Governance. Nadja has a special interest in winemaking and topics related to sustainable agriculture. Before joining Marcuard, she spent a year at Mas Martinet, a boutique winery located in Spain’s Priorat, where she worked in the cellar and the vineyards and gained insights into various aspects of viticulture and winemaking.

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  Matthias Geissbühler CIO Raiffeisen Schweiz

  Matthias Geissbühler was born in 1975 in Bern, Switzerland. In 2000 he completed his studies in economics at University of St. Gallen (lic. oec. HSG). After working as a financial analyst and fund manager for ATAG Asset Management, Armand von Ernst & Co. and Bank CIAL (Switzerland), he took over as Chief Investment Officer (CIO) at Bank La Roche & Co. in 2010. He has been responsible for Investment Strategy & Research at the newly created Notenstein La Roche since completion of the merger with Notenstein Private Bank in 2016. In October 2018 he was named CIO of Raiffeisen Switzerland. Matthias Geissbühler is both a CFA (Chartered Financial Analyst) and a CMT (Chartered Market Technician) charter holder.

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  Andrea Gerst Baumann Geschäftsführerin Pensionskasse Opernhaus Zürich AG

  Andrea Gerst ist Geschäftsführerin der Pensionskasse des Opernhauses Zürich. Sie ist zuständig für alle operativen Abläufe sowie die Überwachung der Vermögensanlagen. Zuvor war sie 20 Jahre im Aktienbereich tätig, 10 Jahre als aktive Portfolio Managerin bei Julius Baer (später GAM) und davor als Analystin bei Julius Baer und Bank Rothschild und Portfolio Managerin für passive Anlagen bei UBS Asset Management. Sie ist eidgenössisch diplomierte Pensionskassenleiterin, CFA Charterholder und hält ein Diplom der Betriebswirtschaftslehre von der Universität Mannheim.

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  Prof. Dr. Thorsten Hens Mitglied des Direktoriums Institut für Banking und Finance Universität Zürich und Präsident Stiftungsrat Rentenfabrik
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  Maximilian Kunkel Chief Investment Officer - Global Family & Institutional Wealth UBS

  Maximilian is Chief Investment Officer Germany and Austria as well as Ultra High Net Worth (UHNW) investment strategist within the UBS Chief Investment Office Global Wealth Management. In this capacity, he represents the UBS House View in Germany as well as Austria and together with his colleagues formulates investment strategy, themes and trades for UBS UHNW- and Family Office clients globally. Maximilian holds a Master`s of Science in Management with distinction from the London School of Economics, a CEMS Master in International Management (London School of Economics and ESADE), and a first class honours Bachelor of Science in Business Management from King`s College London.

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  Natascha Retzler-Tavoletta Marketing Executive und Independent Board Member Bank Vontobel

  Natascha Retzler is Global Head of Marketing Wealth Management in Zurich at Bank Vontobel. She
  has been in the financial industry for more than 20 years and has held various senior management
  positions in marketing & communications at Julius Baer and Credit Suisse. She has led strategic projects aiming to change and transform marketing organizations aligned with business growth strategies. During her time at Julius Baer she was also responsible for International Relations with a great focus on the development of the key client strategy.

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  Christoph Schenk CIO Zürcher Kantonalbank

  Christoph Schenk ist seit 2014 Chief Investment Officer bei der Zürcher Kantonalbank. Der studierte Betriebs- und Volkswirtschafter (Universität Bern) und Chartered Financial Analyst (CFA) blickt auf eine 20-jährige Erfahrung im Anlagegeschäft zurück und bekleidete Führungspositionen unter anderem bei ABB, UBS und Credit Suisse. Neben einigen Mandaten im Stiftungs- und Verwaltungsrat, doziert Christoph Schenk nebenamtlich im Fach Wirtschaft an der Hochschule Luzern.

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  Laurent Schlaefli CEO Profond Vorsorgeeinrichtung

  Laurent Schlaefli, Geschäftsführer Profond; eidg. dipl. Betriebsökonom und EMBA der HEC Paris; über 25 Jahre Erfahrung in der Versicherungsbranche, unter anderem in leitenden Positionen bei der Winterthur, Zurich, Swiss Life und Generali in verschiedenen Führungs-, Strategie- und Vertriebsfunktionen.

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  Christine Schmid-Frey Vice Chair Investment Committee Swisscanto Anlagestiftungen und Deputy CEO, Head Strategy additiv

  Christine is Vice Chair Investment Committee Swisscanto Foundations and Investment Committee Member Cambiata Foundation. Additionally, she is Head Strategy at additiv, an embedded finance company covering wealth, insurance and credit solutions globally. Before she held various senior positions at Credit Suisse in Global Research and Asset Management. She holds a Master’s Degree in Economics from the University of Zürich, is a CFA charterholder and an Alumni of the Young Leaders of the Swiss American Foundation. Christine was a board member of Swiss Sustainable Finance and InvestLab AG.

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  Jan Schwalbe Editor-in-chief Finanz und Wirtschaft

  Jan Schwalbe is the Editor-In -Chief of the Swiss Business paper «Finanz und Wirtschaft». He has covered business and the economy for more than 20 years and has conducted countless interviews with international business leaders, economists and strategists. He has been published in Businessweek, Bloomberg News, “Finanz und Wirtschaft” and The Daily Telegraph. Before taking his role as Editor-in Chief he was the Head of the Zurich Bureau of Bloomberg News and was working for CNN Money. Jan Schwalbe was on the Board of the Foreign Press Association in New York and a correspondent in New York and London for over a decade.

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  Nicolas Syz Head of Private Banking Bank Syz AG

  Nicolas Syz is Head of Private Banking for Banque Syz. He joined the Syz Group in 2017 as Head of Business Development for Syz Private Banking, where he made some significant changes to the structure of the bank’s service offering, including the mortgage and pension planning offering and the implementation of a new pricing governance process. Nicolas started his career with Firmenich where he held a number of management positions across Switzerland, the UK and France. In 2015, he joined UBS as equity strategist with the CIO Wealth Management Global investment Office. Nicolas holds a Bachelor from HEC Lausanne and a double Master degree from HEC Lausanne and Sciences Po Paris in both Marketing, and Finance and Strategy respectively.

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  Matthias Weber Founder alpha-optimum and President of the Investment Committee and Member of the Board of Directors The Swiss Federal Pension Fund PUBLICA

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• Fund Experts Forum 2013

  Beyond Uncertainty

  11. April 2013