Generations Conference 2021

5 PL Credit(s)

Event Details

Generations Conference Media Center

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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.

Download conference brochure (pdf)

 

About

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.

 

Overview of Topics

  • Family Governance: From One Generation to the Next, the Taste of Success
  • Investing in the Future with Nature-based Solutions
  • Preparing the Millennial Generation
  • Family Succession Panel
  • Responsible Investing with Private Equity
  • Absolute Return - Alternative Sources of Income and Returns
  • Club Deals in Real Estate
  • Digital Assets as a New Asset Class
  • Family Office CIO Panel

 

Audience

The Generations Conference welcomes principals and professionals from the Family Office (FO) industry across the globe, representatives, or asset owners, and encourages attendance from: 

  • FO principals
  • Single-Family Offices - senior FO professionals and executives
  • Multi-Family Offices –senior FO professionals and executives
  • Trusted investment advisors and specialists working with FOs (consultants or advisors hired by clients to advise on investments)
  • Banking specialists working in dedicated FO or Financial Intermediaries desks and responsible for servicing or advising FOs
Registration is subject to approval.

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).

 

Compulsory COVID Certificate

In order to guarantee the safety of participants, staff and volunteers, COVID certificate will be compulsory for all participants.

Please have your COVID certificate and personal ID ready for identification at the registration desk. 

 

Price

  • Delegates:

           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 .

 

Terms and Conditions

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.

 

Location

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.

Agenda

Speakers

Lamberto Frescobaldi

Lamberto Frescobaldi

Thirtieth Generation and Head of Prominent Florentine Noble Family

André Hoffmann

André Hoffmann

Vice Chairman of Roche Holding AG, President of MAVA Foundation and Fondation Tour du Valat

Dr. Eric Clinton

Dr. Eric Clinton

Senior advisor and associate partner at Cambridge Advisors to Family Enterprise

Christina Pamberg

Christina Pamberg

Managing Partner, Alcyon Holding

Dr. Andreas Müller

Dr. Andreas Müller

CEO and CIO, Single Family Office

Reinfried Pohl

Reinfried Pohl

Member of the DVAG Shareholder Family

Jérôme Müller

Jérôme Müller

CIO, Stable Asset Management

Peer Bender

Peer Bender

CEO and Delegate of the Board of Directors, ACRON

Dr. Rainer Ender, CFA

Dr. Rainer Ender, CFA

Global Head of Private Equity at Schroders Capital and a member of the Private Equity Investment Committee

Ali Mizani Oskui

Ali Mizani Oskui

CEO and CIO of FiCAS AG

Dr. Oussama Himani

Dr. Oussama Himani

CIO and Managing Partner, Parkview AG

Manuel Salvisberg, CFA

Manuel Salvisberg, CFA

Managing Director, Sigg Family Office

Patrick Stutz, CFA

Patrick Stutz, CFA

CIO, Bayshore Capital Advisors

Moderator - Guy Hudson

Moderator - Guy Hudson

Head of Marketing for the Stonehage Fleming Group

Moderator - Mark Andersen

Moderator - Mark Andersen

Head Global Asset Allocation, UBS GWM CIO

Conference Chairman - Marius Holzer, CFA

Conference Chairman - Marius Holzer, CFA

COO, Parkview

Agenda Team

Eugene Skrynnyk, CIPM, CFA Society Switzerland, Generation Conference Committee Chair

Marius Andre Holzer, CFA, Partner, Parkview Group, Conference Chairman

Jaco Geldenhuys, CFA, Director - Swiss Investment Management, Stonehage Fleming

Dominique Braeuninger, CFA, Fund Manager, Schroders Investment Management 

Sanjeev Karkhanis, CFA, Founder and CIO, WIR Advisory

Walter Bareiss, CFA Head Compliance & Risk Control, VI VorsorgeInvest AG

Boris Battistini, PhD, Director, Metellus Private Investment Office

Deniz Erkus, CFA, SiDeMi Business Consulting GmbH, Chairwoman and Managing Partner

Mark van Deelen, CFA, BFI Infinity Inc., Relationship and Portfolio Manager

 

Conference Partners