Join us for an exclusive Chief Investment Officer (CIO) Roundtable in Basel, where key leaders from the financial sector - including a Kantonalbank, a Private Bank and an independent Wealth Manager - will come together for insightful discussions on the global economy and financial markets.
This roundtable offers a unique opportunity to gain expert perspectives, share ideas, and engage in high-level dialogue on emerging trends, challenges, and strategies shaping the financial landscape. Don't miss this chance to connect with top decision-makers and industry innovators.
Registration
Opening by Adrian Schatzmann, CEO AMAS, and Mirjana Wojtal, PhD, CEO CFA Society Switzerland
CIO Panel discussion with
- Fabienne Hockenjos, CFA, BLKB,
- Daniel Witschi, CFA, Dreyfus Banquiers, and
- Simon Lutz, CFA, Tareno AG
moderated by Jean Keller, Quaero Capital, Q&A
Apéro riche
Speakers
Fabienne Hockenjos-Erni, CFA
CIO, BLKB
Fabienne Hockenjos-Erni, CFA
Fabienne Hockenjos-Erni has been Chief Investment Officer at Basellandschaftliche Kantonalbank (BLKB) since June 2020.
She was previously Head of Investment Research at the company. She previously worked at Notenstein La Roche Private Bank and the Baloise Group, among others.
Education: Studies in Finance, Controlling & Banking at the University of Basel, CFA Chartered Financial Analyst.
Daniel Witschi, CFA
CIO, Dreyfus Söhne & Cie AG, Banquiers
Daniel Witschi, CFA
Dr. Daniel Witschi, member of the Executive Committee since 19 March 2013. Head of Clients & Investments. Joined the Bank in 2001 and held posts of Chief Economist and CIO.
Previously Head of Global Economic & Financial Market Research at UBS Brinson in Basel, Zurich and Chicago.
Education: Studies in Economics at the University of Basel, CFA Chartered Financial Analyst.
Simon Lutz, CFA
CIO, Tareno AG
Simon Lutz, CFA
In February 2024 Simon Lutz joined Tareno as Chief Investment Officer. Prior to that, he managed the investment strategy of the private bank Baumann & Cie as a portfolio and fund manager for five years.
From 2006, he gained further experience as an investment advisor and portfolio manager in Basel, Zurich and London at the asset managers UBS, Morgan Stanley and Bank am Bellevue.
Simon Lutz is a CFA® Charterholder and holds a degree in business economics thanks to continuous professional development.
Jean Keller
Quaero Capital SA, CEO
Jean Keller
Jean Keller joined Quaero Capital SA in 2011 as CEO.
He was previously CEO of 3A (Alternative Asset Advisors), the alternative asset management arm of Group Syz&Co in Geneva and was also responsible for the development of the group in Asia.
Prior to this, Jean Keller spent 11 years assuming various responsibilities within the Lombard Odier Group.
From 1988 to 1992, he was Investment Manager and Investment Analyst with Baring Asset Management in London and Hong Kong
Jean Keller holds a MBA from the Wharton School of Business of the University of Pennsylvania and an Ms in International Relations from the Graduate Institute of International Studies in Geneva.
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