Generations Conference 2022

Event Details

 

Conference brochure (pdf)

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 2022 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.

 

Topic

2022 has been a roller-coaster ride so far and was certainly not how we had imagined our awakening from the pandemic. We have suffered two major shocks within just two years, and investors are again reminded how risky "risky assets" really are. As investors, we are not afraid of risks because they are inseparable from returns. Wealth is ultimately created by taking risks, and as Ben Graham taught us almost 90 years ago, that "the essence of investment management is the management of risk, not the management of returns". However, we also understand that the multi-generational success of families not solely relies on sound investment and risk management. Therefore, this year's agenda ranges again from topics such as family governance and succession planning to organizational aspects of running a family office to eventually, the strategic and tactical considerations that drive investment decisions.

What could be a better start than to learn from a 6th generation representative of the Swiss industrial family that became world-famous for manufacturing sewing and silk threads in the 19th and 20th centuries. With Prof. Dr. Monica Zwicky we explore her families windy road of growth and transformation.  The learning continues with Prof. Lauren H. Cohen of the Harvard Business School, where he teaches Family Office Wealth Management amongst other courses. He will guide conference participants through a case of an European family and their challenge of passing the family business to the next generation. Experienced family office executives will share the best governance practices of a family office that focuses on impact investments.

Further, we will discuss new investment trends and opportunities in healthcare and energy transition, successful bond strategies in an inflationary environment and credit selection over the business cycle.

The Family Office CIO Panel is a popular highlight of past events, and also this year, senior economists and investors will share their views on investment strategies and positioning with the audience before the formal part of the conference ends on another high note. With the help of two protagonists on both sides of a transaction, we will gain insights into why and how entrepreneur families invest in entrepreneurs.

As attractive as the program is, many interesting conversations will happen during the various breaks between sessions and we welcome you to connect with thought leaders and network with family office peers in our sales-free environment.

 

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 / Asset owners
  • Single-Family Offices – FO professionals and executives 
  • Multi-Family Offices – 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

Anyone with business development role is excluded from participation. 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).

 

Price

  • Members of CFA Society Switzerland and other Societies (Passport Program):

           99 CHF (ends on 31 August 2022; afterward 149 CHF)

  • Non-members:

    149 CHF (ends on 31 August 2022; afterward 199 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

Swiss Re Center for Global Dialogue

Gheistrasse 37, 8803 Ruschlikon

Shuttle buses from Ruschlikon and Thalwil train stations will be organized. 

Limited number of parking places is available at the venue, we can not guarantee you a space. 

 

Agenda

Speakers

Prof. Dr. Monica Zwicky

Prof. Dr. Monica Zwicky

CEO, Zwicky & Co

Dr. iur. Kurt Moosmann

Dr. iur. Kurt Moosmann

President, Single Family Office Association (SFOA)

Hannes Frey

Hannes Frey

Principal, Tigurian Atlantic Company

Pascal Fröhlicher

Pascal Fröhlicher

Manager, Single Family Office

Moderator: Matthias Schulthess, CFA

Moderator: Matthias Schulthess, CFA

Managing Partner, Schulthess Zimmermann & Jauch

Maria Teresa Zappia

Maria Teresa Zappia

Chief Impact & Blended Finance Officer, Deputy CEO, BlueOrchard (Schroders Group)

Bertrand Gautier

Bertrand Gautier

Partner, Greencoat Capital (Schroders Group)

Mark Lacey

Mark Lacey

Head of Global Resource Equities, Global Thematics, Schroders

Huw Davies

Huw Davies

Assistant Fund Manager, Fixed Income Alternatives, Jupiter Asset Management

Prof. ​​Lauren Cohen

Prof. ​​Lauren Cohen

L.E. Simmons Professor in the Finance & Entrepreneurial Management Units, Harvard Business School

Vincent Duhamel

Vincent Duhamel

Independent Director, Sectoral Asset Management

Dr. Mina Marmor, CFA

Dr. Mina Marmor, CFA

Senior Portfolio Manager, Sectoral Asset Management

Jérôme Pfund, CFA

Jérôme Pfund, CFA

Co-founder, Chairman & Partner, Sectoral Asset Management

Ryan Kelly, CFA

Ryan Kelly, CFA

Principal and Lead Portfolio Manager, PGIM Fixed Income

Manuel Salvisberg, CFA, CAIA

Manuel Salvisberg, CFA, CAIA

Managing Director, Office Dr. Uli Sigg

Patrick Stutz, CFA

Patrick Stutz, CFA

CIO, Bayshore Capital Advisors

Torsten de Santos

Torsten de Santos

CEO, Principalis

Dr. Manuel Aschwanden

Dr. Manuel Aschwanden

CEO and Co-founder, Optotune

Jan Kollros

Jan Kollros

Executive Board Member, Bellevue Group

Conference Chairman - Marius Holzer, CFA

Conference Chairman - Marius Holzer, CFA

Partner, Parkview

Agenda Team

Marius Andre Holzer, CFA, Partner, Parkview Group, Generation Conference Committee Chair

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

Tomoko Kobayashi, CFA, CWMA, Wealth Management Advisor

Elena Klassova, CFA, Senior Relationship Manager, Credit Suisse

Dr. Boris Battistini, Director, Metellus Private Investment Office

Matthias Schulthess, CFA, Managing Partner, Schulthess Zimmermann & Jauch

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

Mark van Deelen, CFA,  Investment Manager, PROSPERIS Sustainable Wealth Management AG

Olivier Tinguely, CFA, Intermediary Sales Manager Switzerland, Schroders Investment Management 

Dr. Mirjana Wojtal, Conference Manager, CFA Society Switzerland

 

Generations Conference Partners