CFA Society Switzerland Panel Discussion at Lugano Finance Forum 2026
Organized by CFA Society Switzerland in collaboration with CAIA Association and 100 Women in Finance.
As evergreen funds gain prominence across the investment landscape and attract increasing attention in the financial press, understanding their underlying structures, valuation mechanisms, and liquidity provisions has become increasingly important for investors.
CFA Society Switzerland, in collaboration with CAIA Association and 100 Women in Finance, invites you to a panel discussion at the Lugano Finance Forum 2026 that moves beyond the headlines to examine the practical applications, structural considerations, and investment implications of evergreen funds.
Bringing together perspectives from across the private markets ecosystem, our expert panel will discuss how these vehicles fit into investment portfolios, the opportunities and challenges they present, and the key factors investors should consider when evaluating evergreen strategies.
What the Panel Will Explore
- Evergreen funds in private markets portfolios: Their role alongside traditional closed-end structures and their potential applications in diversified portfolios.
- Portfolio construction and implementation: Practical considerations for incorporating evergreen vehicles into investment strategies.
- Liquidity and investor expectations: Managing liquidity provisions, redemption mechanisms, and the alignment of investment horizons with long-term objectives.
- Valuation, due diligence, and governance: Assessing valuation practices, fund structures, governance frameworks, and manager selection criteria.
- Lessons from recent market events: Understanding how market conditions can affect liquidity, valuations, and investor confidence.
- The future of evergreen structures: Exploring how these vehicles may continue to evolve within private markets.
The discussion will offer practical insights for investment professionals seeking a deeper understanding of evergreen fund structures and their implications for investment decision-making.
About Lugano Finance Forum
The Lugano Finance Forum returns for its 15th edition on November 24, 2026, bringing together investment professionals, asset managers, institutional investors, and financial industry experts at Palazzo dei Congressi in Lugano.
Organized by FinLantern, the forum features a program of conferences and discussions covering asset management, alternative investments, private markets, fixed income, ETFs, and other developments shaping the investment industry.
Alongside its conference program, the forum offers opportunities for professional networking and engagement with investment industry participants.
Speaker
Claudia Eftimie, CFA
Head of Business Development, German-Speaking Switzerland, QUAERO CAPITAL
Claudia Eftimie, CFA
Claudia Eftimie joined Quaero Capital SA in 2022 and is now Co-Head of Business Development.
She comes with over 30 years of experience in financial markets and 22 years in fund sales. After a career as an investment analyst at Lombard Odier and Julius Baer, she joined Group Syz in 2004, where she contributed to the growth of the Oyster fund range across different markets. In the following years, Claudia has held several senior positions at asset management firms such as Bellevue Asset Management and ODDO BHF.
Claudia holds a Master’s degree in Economic from the St Gallen Hochschule. She is a CFA® charterholder and holds a CAS in sustainability from Zürich University.
Baldric Todeschini
Senior Investment Specialist, Aberdeen Investments
Baldric Todeschini
Baldric is a Senior Investment Specialist at Aberdeen Investments, based in London. He is responsible for driving the growth of Aberdeen’s evergreen, multi-strategy private markets programs and partnering with institutional and wealth investors to design and build bespoke solutions.
He joined Aberdeen’s distribution team before transitioning into his current role. Prior to this, Baldric held a range of sales and relationship management roles across investment banking, private banking and fund services in London, Paris and Dubai.
Baldric holds an MSc in Financial Markets from ICN Business School, France, including an exchange program at Zurich University of Applied Sciences (ZHAW), Switzerland and an MSc in International Relations from Moscow State University of International Relations (MGIMO), Russian Federation. He also holds the CFA UK Level 4 - Investment Management Certificate (IMC).
Natascha Gjergjek
Executive Director, Private Markets, UBS
Natascha Gjergjek
TBA
Registration
Registration for the panel is managed through the Lugano Finance Forum organizer. Participants must register for the forum to attend the session.
Complimentary Passes for Eligible Buy-Side Professionals
CFA Society Switzerland has access to complimentary registration codes for qualified buy-side professionals.
To request a complimentary code, please contact:
Margaret Gouthier, CAIA
margaret.gouthier@cfasocietyswitzerland.org
Complimentary passes are available exclusively to qualified buy-side profiles, including:
- Fund selectors
- Family office professionals
- Independent fee-only advisors
- Wealth managers
- Chief investment officers (CIOs)
- Private bankers
Important Registration Conditions
Complimentary registration codes are valid exclusively for qualified buy-side professionals and are subject to eligibility verification.
All registrations using a complimentary code will be manually reviewed by the forum organizer. Sell-side profiles registering with a complimentary code will not be accepted. Delegates registered with a complimentary code (red badge) are not permitted to promote or sell products or services during the event.
Requesting a code does not guarantee registration or admission. Eligibility and acceptance are determined by the forum organizer.
We look forward to welcoming you to Lugano for an engaging exchange on the evolving role of evergreen funds in private markets.
Thank you to the Sponsors of our Professional Learning events
