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 2025 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 using code GC2025 (registration is subject to approval)
Price for CFA Society Switzerland Members
150 CHF (registration is subject to approval)
Price for non-CFA Members
300 CHF (registration is subject to approval)
Full reimbursement - cancellation 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.
Kurhausstrasse 65, 8032 Zürich
Limited number of parking places is available at the venue, we can not guarantee you a space.
SFO Breakfast (registration by invitation only)
Prof. Dr. Thomas Zellweger - Old Money and its Destroyers: The Safra Case
Registration
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Opening Welcome
- Mirjana Wojtal, PhD, CEO of CFA Society Switzerland
- Marius Holzer, CFA, Partner at Parkview Group (MFO), Conference Chairman
Opening Keynote: The Victorinox Story. From the Swiss Soldier’s Knife to a Global Brand What kind of success builds the future?
- Carl Elsener, CEO and Chairman of the Board at Victorinox
Transgenerational Entrepreneurship: The Science of Family Success
- Prof. Dr. Thomas Zellweger at HSG
Coffee & Networking Break
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Parallel Sponsor Session I Plenary Room
- Quaero Capital
Parallel Sponsor Session I Breakout Room
Toby Warburton, CFA, Head of Active Portfolio Management within the Systematic Equity Team- State Street Investment Management
Networking Lunch
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Single Family Office Investment Panel: Navigating Uncertainty
- Sandro Fröhlich, CFA, CEO Müller-Möhl Group
- Reto Näscher, Co-Founder and Managing Partner of N&V Capital
Moderator - Stephanie Bilgin, CFA, Senior Private Markets Advisor, LGT
Parallel Session I Plenary Room
Stefan Larson, PhD, Venture Partner at Sectoral Asset Management
R&D Rewired: How Modern Drugs are Developed with AI
Parallel Sponsor Session I Breakout Room
Georgios Leontaris, CFA, CIO, HSBC Global Private Banking Switzerland and EMEA
Coffee & Networking Break
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Future-Fit Private Wealth Panel: Redefining Tradition & Legacy
Speakers:
-Frederic Hoffmann, President at Unearthodox
- Andrea La Mesa, Co-CEO at The Life You Can Save and ex AirBnb, Entreprenuer and Investor
Closing Keynote: The Future of Wealth with Purpose
- Rudi Hilti, Founding Chair of The System Change Foundation [THE HUS & World Systemic Forum], Founding Board of Re-State Foundation and Ecosystem Builder @RHEINEST Holding
Closing Remarks, followed by Apéro
- Marius Holzer, CFA, Partner at Parkview Group (MFO), Conference Chairman
CEO and Chairman of the Board, Victorinox AG
Professor, Business Administration, University of St. Gallen
President, Unearthodox
Co-CEO, The Life You Can Save, ex Airbnb, Entrepreneur, Investor
Founding Chair of The System Change Foundation [THE HUS & World Systemic Forum], Founding Board of Re-State Foundation and Ecosystem Builder @RHEINEST Holding
Partner at Parkview Group
CEO of the Müller-Möhl Group
Co-Founder, Managing Partner, N&V Capital
Head of Active Portfolio Management, Systematic Equity Team
Venture Partner, Sectoral Asset Management
Equity Research Analyst, Quaero Capital
CIO, HSBC Global Private Banking Switzerland and EMEA
Marius Andre Holzer, CFA, Partner, Parkview Group, Generation Conference Committee Chair
Walter Bareiss, CFA, Head Compliance & Risk Control, VI VorsorgeInvest
Stephanie Bilgin, CFA, Senior Private Markets Advisor, LGT
Stefan Bohren, CFA, Co-Founder, FAHAMU
Stefan Bühler, CFA, Chief Executive Officer, Fincerta AG
Sascha Czerwenka, CFA, Investment Advisor, Cenorium AG
Andrew Douglas, CFA, Institutional Programs Manager at the Center for Sustainable Finance and Private Wealth at the University of Zurich
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
Matthias Schulthess, CFA, Partner, SZ&J Board Advisory and Executive Search
Louise Bergholtz, Event Manager, CFA Society Switzerland