Generations Conference 2025 - Strong Roots, Bold Moves: Bridging Legacy and Innovation

5 PL Credit(s)

Event Details

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.

 

Welcome to the 7th Installment of the Generations Conference
 

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.

 

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 

Limited number of tickets is available for:

  • 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

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).

 

Ticket price

 

Single Family Offices and Asset Owners:

  • Family Office Principal/Asset Owner
  • Single-Family Office Professional and/or Executive

           Free (registration is subject to approval)

Industry Professionals (limited number of tickets) 

  • Multi-Family Office Professional and/or Executive
  • Trusted Investment Advisor and Specialist Working With Family Offices (Consultant or Advisor Hired by Clients to Advise on Investments)           
  • Banking Specialist Working in Dedicated Family Office or Financial Intermediaries Desk and Responsible For Servicing or Advising Family Offices

           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 .

 

Terms and Conditions

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.

 

Location

The Dolder Grand

Kurhausstrasse 65, 8032 Zürich

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

 

Agenda

Speakers

Rudolf Hilti

Rudolf Hilti

Private Investor, Entrepreneur, Founder, The System Change Foundation

Prof. Dr. Thomas Zellweger

Prof. Dr. Thomas Zellweger

Professor, Business Administration, University of St. Gallen

Conference Chairman - Marius Holzer, CFA

Conference Chairman - Marius Holzer, CFA

Partner at Parkview Group

Stefan Larson

Stefan Larson

Venture Partner, Sectoral Asset Management

Philip Best

Philip Best

Fund Manager at Quaero Capital

Marc Saint John Webb

Marc Saint John Webb

Fund Manager at Quaero Capital

Laurent Stöckli,

Laurent Stöckli,

Equity Research Analyst at Quaero Capital

Agenda Team

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

 

 

Generations Conference Sponsors