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.
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.
The Generations Conference welcomes principals and professionals from the Family Office (FO) industry across the globe, representatives, or asset owners, and encourages attendance from:
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).
Members of CFA Society Switzerland and other Societies (Passport Program):
99 CHF (ends on 31 August 2022; afterward 149 CHF)
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 .
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.
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.
Registration and Refreshments
- Marius Holzer, CFA, Partner, Parkview Group, Conference Chairman
- Sheila Ohlund, CFA, CEO, CFA Society Switzerland
Development. What Else?
Prof. Dr. Monica Zwicky, CEO, Zwicky & Co
Representing and Aligning the Interests of the Swiss SFO Industry
Dr. iur. Kurt Moosmann, President, Single Family Office Association (SFOA)
Governance of Impact Investments
- Matthias Schulthess, CFA, Managing Partner, Schulthess Zimmermann & Jauch
- Hannes Frey, Principal, Tigurian Atlantic Company
- Pascal Fröhlicher, Manager, Single Family Office
Parallel Session I Plenary Room I Energy Transition: a Compelling Investment Opportunity
- Maria Teresa Zappia, Chief Impact & Blended Finance Officer, Deputy CEO, BlueOrchard (Schroders Group)
- Bertrand Gautier, Partner, Greencoat Capital (Schroders Group)
- Mark Lacey, Head of Global Resource Equities, Global Thematics, Schroders
Parallel Session I Breakout Room I Long/short Bond Strategies for Rising Inflation and Interest Rates
Huw Davies, Assistant Fund Manager, Fixed Income Alternatives, Jupiter Asset Management
The Do’s and Don’ts of Succession Planning (VIRTUAL): Thorny Succession Planning – Harvard Business School Case Discussion
Prof. Lauren Cohen, L.E. Simmons Professor in the Finance & Entrepreneurial Management Units, Harvard Business School
Parallel Session I Plenary Room I Key Trends Reshaping Healthcare
- Vincent Duhamel, Independent Director, Sectoral Asset Management
- Jérôme Pfund, CFA, Co-founder, Chairman & Partner, Sectoral Asset Management
- Dr. Mina Marmor, CFA, Senior Portfolio Manager, Sectoral Asset Management
Parallel Session I Breakout Room I Maximising Returns Throughout the Credit Cycle
Ryan Kelly, CFA, Principal and Lead Portfolio Manager, PGIM Fixed Income’s Credit Opportunities Strategy
Family Office CIO Panel
- Manuel Salvisberg, CFA, CAIA, Managing Director, Office Dr. Uli Sigg
- Patrick Stutz, CFA, CIO, Bayshore Capital Advisors
- Torsten de Santos, CEO, Principalis
- Laura Prina Cerai, CFA, Co-Portfolio Manager, Altrafin
ENTREPRENEURS INVEST IN ENTREPRENEURS: Growth Capital for Established SMEs
- 16:30 – 17:00 Part 1:
Investor Perspectives with Jan Kollros, Executive Board Member, Bellevue Group
- 17:00 – 17:30 Part 2:
Portfolio Company Perspective with Dr. Manuel Aschwanden, CEO and Co-founder, Optotune
Marius Holzer, CFA, Partner, Parkview Group, Conference Chairman
CEO, Zwicky & Co
President, Single Family Office Association (SFOA)
Principal, Tigurian Atlantic Company
Manager, Single Family Office
Managing Partner, Schulthess Zimmermann & Jauch
Chief Impact & Blended Finance Officer, Deputy CEO, BlueOrchard (Schroders Group)
Partner, Greencoat Capital (Schroders Group)
Head of Global Resource Equities, Global Thematics, Schroders
Assistant Fund Manager, Fixed Income Alternatives, Jupiter Asset Management
L.E. Simmons Professor in the Finance & Entrepreneurial Management Units, Harvard Business School
Independent Director, Sectoral Asset Management
Senior Portfolio Manager, Sectoral Asset Management
Co-founder, Chairman & Partner, Sectoral Asset Management
Principal and Lead Portfolio Manager, PGIM Fixed Income
Managing Director, Office Dr. Uli Sigg
CIO, Bayshore Capital Advisors
CEO and Co-founder, Optotune
Executive Board Member, Bellevue Group
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