The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices (FOs) and Family Foundations as well as asset owners. Generations Conference 2021 offers a one day programme to a select number of principals and professionals working for Family Offices to connect with like-minded thought leaders and peers in the industry and discuss challenges, leading practices and trends in Family Office private investing and much more.
Family (business) succession, investing, and preserving wealth in an increasingly uncertain future, impacted by far-reaching consequences of the coronavirus pandemic, dominate the agenda of the CFA Society Switzerland 2021 Generations Conference.
Less than one in five family businesses makes it into the hands of the third generation. While conceptually, most aging business owners like the idea of having the next generation taking over the keys one day, they often struggle in practice. The business owners have built the business around them, so why would they leave activities they enjoy, are good at, and perfectly fit who they are as individuals? Even if the family head is willing to pass on leadership, the next generation may lack interest in getting involved. Lamberto Frescobaldi, heading the Florentine noble family in the 30th generation, shares in an opening keynote his insights on the family governance based on 800-year family history. Professor Eric Clinton of the Cambridge Family Enterprise Group has studied the Millennial generation in the context of family businesses. He will discuss challenges and best practices for preparing that particular generation to embrace change and preserve traditions. An expert group of panel speakers will further talk about family succession aspects.
After a decade of strong market performance, investors are still grappling with the disruptive force of the pandemic. Massive central bank interventions further distorted asset prices, and investors struggle to find sustainable returns, particularly in conservative asset classes such as fixed income. As economies re-open and markets normalize, we are dealing with a new fear: Inflation.
In the afternoon session of the conference, a panel of Family Office CIOs will discuss current investment themes and challenges. We will discuss alternative ideas on uncorrelated strategies with an advisor to some of the wealthiest families and hear the latest developments in impact investing. Further, a family will share its global real estate development journey for 40 years, inviting other families to co-invest along the way.
The event culminates with André Hoffmann, whose great-grandparents had founded Roche, and his keynote on investing in the future with nature-based solutions.
We warmly invite you to participate, connect with thought leaders, and network with family office peers in a sales-free environment at the Dolder Grand in Zurich.
The Generations Conference welcomes principals and professionals from the Family Office (FO) industry across the globe, representatives, or asset owners, and encourages attendance from:
To register members and guests must set up and login with a CFA Institute Id#.
CFA Society Switzerland members can record PL credit for their participation using the online tracking tool (CFA Institute login required).
Early Bird Special 740 CHF (ends on 30 June 2021; afterwards 925 CHF)
Members of CFA Society Switzerland and other Societies (Passport Program):
Early Bird Special 520 CHF (ends on 30 June 2021; afterwards 650 CHF)
Additional discounts are available for Family Offices and group registrations (more than 2);
please inquire by sending us an email .
Full reimbursement - cancellation is made by the registrant online and is possible until 10 business days before a conference.
In case of the postponement, participants could decide if their tickets should be transferred to the new date or fully reimbursed.
The Dolder Grand , situated high above Zurich, not far from the city centre and yet in beautiful natural surroundings, provides the ideal location for all kinds of first-class events.
Registration and Refreshments
Marius Holzer, CFA, Conference Chairperson and Sheila Ohlund, CFA, CEO, CFA Society Switzerland
Leonardo Frescobaldi, Thirtieth Generation and Head of Prominent Florentine Noble Family
Family Governance: Perspectives from the 30th Generation
Dr. Eric Clinton, Senior Advisor and Associate Partner at Cambridge Advisors to Family Enterprise
Preparing the Millennial Generation
Panelists: Christina Pamberg, Managing Partner at Alcyon Holding, Per Lorange, Managing Director and co-owner of S. Ugelstad Invest, Dr. Andreas Müller, CEO and CIO, Single Family Office and Reinfried Pohl, Member of the DVAG Shareholder Family; Moderator: Guy Hudson, Head of Marketing for the Stonehage Fleming Group
Family Succession Panel
Jerome Muller, CIO, Stable Asset Management
Absolute Return - Alternative Sources of Income and Returns
Peer Bender, CEO and Delegate of the Board of Directors, ACRON
Club Deals in Real Estate
Dr. Mattia Rattagi, Chairman and Lead Advisor at FiCAS
Digital Assets as a New Asset Class
Dr. Rainer Ender, CFA, Head of Schroders Private Equity and CEO of Schroder Adveq
Responsible Investing with Private Equity
Panelists: Dr. Torsten von Bartenwerffer, Head of Multi-Asset and Innovative Solutions at FERI (Schweiz) AG, Manuel Salvisberg, CFA, Managing Director of Sigg Family Office and Dr. Oussama Himani, CIO and Managing Partner, Parkview AG
Family Office CIO Panel
André Hoffmann, Vice Chairman of Roche Holding AG, President of MAVA Foundation and Fondation Tour du Valat
Investing in the Future with Nature-based Solutions
Marius Holzer, CFA, Conference Chairman
Thirtieth Generation and Head of Prominent Florentine Noble Family
Vice Chairman of Roche Holding AG, President of MAVA Foundation and Fondation Tour du Valat
Senior advisor and associate partner at Cambridge Advisors to Family Enterprise
Managing Partner, Alcyon Holding
CEO and CIO, Single Family Office
Member of the DVAG Shareholder Family
Managing Director and co-owner of S. Ugelstad Invest
CIO, Stable Asset Management
CEO and Delegate of the Board of Directors, ACRON
Head of Schroders Private Equity and CEO of Schroder Adveq
Chairman and Lead Advisor, FiCAS
CIO and Managing Partner, Parkview AG
Managing Director, Sigg Family Office
Head of Multi-Asset and Innovative Solutions, FERI (Schweiz) AG
Head of Marketing for the Stonehage Fleming Group
Head Global Asset Allocation, UBS GWM CIO