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 (registration is subject to approval)
Price for CFA Society Switzerland Members
100 CHF (ends on 19 August 2025; afterward 150 CHF; registration is subject to approval)
Price for non-CFA Members
200 CHF (ends on 19 August 2025; 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.
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
- Carl Elsener, CEO, Victorinox
Transgenerational Entrepreneurship: The Science of Family Success
- Prof. Dr. Thomas Zellweger, HSG
Networking Break
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Parallel Session
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Parallel Session
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Networking Lunch
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Single Family Office CIO Panel: Navigating Uncertainty
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Parallel Session
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Parallel Session
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Networking Break
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Next Generation Panel: Redefining Tradition
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Closing Keynote: The Future of Wealth with Purpose
- Rudi Hilti
Closing Remarks, followed by Apéro
- Marius Holzer, CFA, Partner at Parkview Group (MFO), Conference Chairman
Private Investor, Entrepreneur, Founder, The System Change Foundation
Professor, Business Administration, University of St. Gallen
Partner at Parkview Group
Venture Partner, Sectoral 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
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