The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing asset owners, their businesses, Family Offices (FOs) and Foundations. The Generations Conference 2024 offers a one day program 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.
Our world is changing at an unprecedented pace, and families dedicated to preserving their wealth face numerous challenges, from geopolitical volatility and climate change to technological advancements. This year's conference is dedicated to maintaining stability amid these uncertainties, leveraging the wisdom of past generations and identifying core values to guide the future.
Our program extends beyond traditional financial topics. Esteemed speakers, including members of successful multi-generational families, distinguished academics, family office CIOs, and leading family office practitioners, will share their insights through keynote speeches and engaging panel discussions.
This event is also an exceptional networking opportunity. Connect with fellow family officers, asset owners, and service providers, forging valuable relationships that will last beyond the conference.
Whether you are part of a single-family office, multi-family office, or a trusted advisor to families, this conference is designed for you. Gain the tools, insights, and connections necessary to navigate the evolving financial landscape. Together, we will explore strategies to enhance performance, mitigate risks, and address the dynamic requirements of wealth preservation in today's ever-changing markets.
The Generations Conference welcomes principals and professionals from the Family Office (FO) industry across the globe, representatives, or asset owners, and encourages attendance from:
Limited number of tickets is available for:
Business development roles are generally excluded from participation. All registrations are subject to approval.
To register, members and guests must set up and login with a CFA Institute Id#.
CFA Institute's/CFA Societies' members can record PL credit for their participation using the online tracking tool (CFA Institute login required).
Free (registration is subject to approval)
Price for CFA Society Switzerland Members
100 CHF (ends on 19 August 2024; afterward 150 CHF; registration is subject to approval)
Price for non-CFA Members
200 CHF (ends on 19 August 2024; afterward 250 CHF; registration is subject to approval)
Additional discounts are available for group registrations (more than 2); please inquire by sending us an email .
Full reimbursement - cancelation is made by the registrant online and is possible until 10 business days before a conference.
In case of postponement, participants could decide if their tickets should be transferred to the new date or fully reimbursed.
Swiss Re Center for Global Dialogue
Gheistrasse 37, 8803 Ruschlikon
Shuttle buses from Zurich HB, 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.
SFO Breakfast (registration by invitation only)
Systemic Investing & Polycapital – Discussion on the Key Frontier in the Impact-Debate with Dr. Falko Paetzold, Initiator and Managing Director of the Center for Sustainable Finance and Private Wealth (CSP) at University of Zurich
Registration and Refreshments
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Welcome Address
- Mirjana Wojtal, PhD, CEO of CFA Society Switzerland
- Marius Holzer, CFA, Partner at Parkview Group (MFO), Conference Chairman
Heritage and Succession: Navigating Generational Legacy at Audemars Piguet
- Olivier Audemars, Vice Chairman of the Board of Directors
Case Study - Systemic Investing & Polycapital – Discussion on the Key Frontier in the Impact-Debate. Case study of the US-based Fink family tackling food-waste systemically in the US
- Dr. Falko Paetzold, Initiator and Managing Director of the Center for Sustainable Finance and Private Wealth (CSP) at University of Zurich
- Dominic Hofstetter, Executive Director of the TransCap Initiative
Networking Break
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Parallel Session I Plenary Room: Navigating Income Management: Adapting to Market Volatility
- Frank Lipowski, Portfolio Manager and Analyst Flossbach von Storch
Parallel Session I Breakout Room: The impact of GLP-1 drugs on obesity, public health, and the economy
-Stefan Larson, Venture Partner, Sectoral Asset Mgmt
GLP-1 drugs like Ozempic & Mounjaro have taken the medical world and popular press by storm. But how do they actually work? How well do they drive and maintain weight loss in obese patients? Can they really drive widespread change in population level health outcomes, medical practice, and the broader economy? We will delve into the latest research and findings on the real-world usage of these drugs and explore emerging answers to these complex questions.
The Swiss Single Family Office Landscape
- Kurt Moosmann, SFOA President
- Felix Oeschger, SFOA Board Member
Networking Lunch
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Family Office CIO Panel
- Moderator: Maria Obrecht, CFA, UBS Wealth Management
- Philipp Fertig, CFA, Head of Securities, Silence Family Office AG (SFO)
- Malgosia van Zyl, CFA, Former Chief Investment Officer at Chenor AG (SFO)
- Marc Buchli, Co-CEO and Executive Board Member Flick Family Office & Privatstiftung (SFO)
Parallel Session I Plenary Room I Financials Credit in an uncertain rates environment
- Luca Evangelisti - Investment Manager & Head of Credit Research, Jupiter Asset Management.
After a steep rise in interest rates from mid-2022, banks across Europe and US are now facing the possibility of multiple rates cuts and the prospects of slowing economic growth. What is the impact of these dynamics to banks’ balance sheet and is subordinated debt such as CoCos/AT1s still a good investment opportunity in this environment?
Parallel Session I Breakout Room I Listed Small Caps vs Private Equity Mid-Market: A Valuation Mismatch?
- Philip Best, Fund Manager, Marc Saint John Webb, Fund Manager, Laurent Stöckli, Equity Research Analyst at Quaero Capital. Listed Small Caps vs Private Equity Mid-Market: A Valuation Mismatch? Fund flows have driven up prices in competitive auctions across the P.E. mid-market asset class, the opposite has occurred in quoted small caps, where valuations have dropped to levels not seen since the GFC. By emulating PE strategies, small cap investors can take cheap companies and help them become best in class
Networking Break
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Building and Running a Portfolio of Private Equity and Private Debt Funds
- Carl Wieandt, CEO SUSCAP (SFO), will share his experience in building and running a portfolio consisting of a high double-digit number of Private Equity and Private Debt Funds. He will highlight practical challenges encountered and discuss the solutions chosen. The focus of Carl’s speech will be on the programmatic and managerial aspects of investing in Private Equity and Private Debt Funds from a single-family office perspective.
Alexa Firmenich, Investor, consultant and facilitator on the climate crisis: The Climate and Biodiversity Nexus: Investing in Nature-Based Solutions
In the closing keynote, we will explore scientific and political advancements highlighting the need to address climate change and biodiversity crises together. The talk will emphasize increased private sector investment in nature-based solutions like reforestation, restoration, sustainable agriculture, and bioeconomics. Alexa will present case studies from her portfolio, showcasing tangible investments that support nature and offer frameworks to scale up nature-based solutions
Closing Remarks
- Marius Holzer, CFA, Partner at Parkview Group (MFO), Conference Chairman
Apéro Riche
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Olivier Audemars, Vice-Chairman of Audemars Piguets Board of Directors
CSP Initiator and Managing Director
Executive Director of the TransCap Initiative
Investor, consultant and facilitator focused on climate and biodiversity.
Head of Securities, Silence Family Office AG
Carl Wieandt, CEO and Delegate of the Board of Directors of Suscap Advisors AG (SFO)
Former Chief Investment Officer, Philanthropic Co-Founder Making Sustainable Impact and VC Entrepreneur
Partner at Parkview Group
Co-CEO, Flick Family Office & Foundation
Moderator, UBS Wealth Management
President of Switzerland’s Single Family Office Association (SFOA)
Board Member Switzerland’s Single Family Office Association (SFOA)
Venture Partner, Sectoral Asset Management
Portfolio Manager and Analyst, Flossbach von Storch
Investment Manager and Head of Credit Research at Jupiter Asset Management
Fund Manager at Quaero Capital
Fund Manager at Quaero Capital
Equity Research Analyst at Quaero Capital
Marius Andre Holzer, CFA, Partner, Parkview Group, Generation Conference Committee Chair
Walter Bareiss, CFA, Head Compliance & Risk Control, VI VorsorgeInvest
Stefan Bohren, CFA, Co-Founder, FAHAMU
Marc Buchli, Executive Board Member, Flick Family Office & Foundation
Stefan Bühler, CFA, Chief Executive Officer, Fincerta AG
Claudia Eftimie, CFA, Head of Business Development German-speaking Switzerland at QUAERO Capital
Tomoko Kobayashi, CFA, Wealth Management Advisor
Elena Klassova, CFA, Relationship Manager, UBP
Sascha Czerwenka, CFA, Investment and Wealth Advisory
Andrew Douglas, CFA, Institutional Programs Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich
Matthias Schulthess, CFA, Managing Partner, Schulthess Zimmermann & Jauch
Louise Bergholtz, Event Manager, CFA Society Switzerland