The annual Generations Conference is an independent, personable educational forum dedicated to the real issues and unique challenges facing asset owners, their businesses, family offices, and foundations. The Generations Conference 2026 offers a one-day program for a select group of principals and professionals working for family offices to connect with like-minded thought leaders and peers to discuss challenges, leading practices, and trends.
Welcome to the Eighth Installment of the Generations Conference
Stewardship Across Generations: A Swiss Family Office Perspective
In an increasingly complex global environment, families focused on preserving and growing wealth across generations must navigate evolving economic conditions, geopolitical uncertainty, regulatory shifts, and technological transformation. This year’s conference explores how Swiss family offices approach long-term stewardship, balancing tradition, innovation, and responsible decision-making to sustain enduring legacies.
Through keynote presentations and engaging panel discussions, attendees will hear from family office executives, investment leaders, academics, and multigenerational family representatives who bring deep expertise and practical insights into governance, succession planning, investment strategy, and risk management.
The conference also offers valuable opportunities to connect with peers, trusted advisers, and industry professionals who share a commitment to thoughtful wealth stewardship and long-term value creation. These conversations are designed to foster meaningful relationships and actionable insights that extend well beyond the event itself.
Whether you represent a single-family office, a multifamily office, or an advisory firm serving enterprising families, this conference provides a forum to exchange ideas, gain fresh perspectives, and explore strategies for navigating today’s evolving financial landscape with confidence and purpose.
Audience
The Generations Conference welcomes principals and professionals from the family office industry across the globe, representatives and asset owners, and encourages attendance from:
- Family office principals and asset owners
- Single-family offices: family office professionals and executives
A limited number of tickets is available for:
- Multifamily offices: family office professionals and executives
- Trusted investment advisers and specialists working with family offices, including consultants or advisers hired by clients to advise on investments
- Banking specialists working on dedicated family office or financial intermediary desks and responsible for servicing or advising family offices
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.
Members of CFA Institute and CFA Societies can record PL credit for their participation using the online tracking tool. A CFA Institute login is required.
Ticket price
Single-family offices and asset owners:
- Family office principal or asset owners
- Single-family office professional or executive
Free using code GC2026. Registration is subject to approval
Industry Professionals — limited number of tickets
- Multi-family office professional or executive
- Trusted investment advisor and specialist working with family offices, including consultants or advisors 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: CHF 150. Registration is subject to approval.
Price for nonmembers: CHF 300. Registration is subject to approval.
Terms and Conditions
Full reimbursement is available when the registrant cancels online at least 10 business days before the conference.
In case of postponement, participants may choose whether their tickets should be transferred to the new date or fully refunded.
Location
Swiss Re Centre for Global Dialogue
Gheistrasse 37, 8803 Rüschlikon
A limited number of parking spaces is available at the venue; we cannot guarantee a space.
Agenda
SFO breakfast: When Money Gets Emotional: Common Wealth Challenges and Solutions
Professor Claudia Astrachan-Binz — Advisor and Head of Governance, Generation6 Family Enterprise Advisors | Head, Family & Business Program, Lucerne School of Business
Registration by invitation only!
Registration
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Opening Welcome Address
Marius Holzer, CFA, CAIA — Partner and COO, Parkview Group | Generations Conference Committee Chair
Mirjana Wojtal, PhD — CEO, CFA Society Switzerland
Opening Keynote: Presentation Title TBC
Eva Ebstein — Executive Chair, HFI Global AG
Case Study: Intentional Wealth: How Enterprising Families Align Money, Values, and Decisions Across Generations
Professor Claudia Astrachan-Binz — Advisor and Head of Governance, Generation6 Family Enterprise Advisors | Head, Family & Business Program, Lucerne School of Business
Coffee & Networking Break
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Parallel sponsor session I Plenary room — Mark Bruen — Head of Client Portfolio Management, Private Credit, Barings
The Next Frontier in Private Markets: Understanding the Rise of Portfolio Finance
Portfolio Finance is a fast-growing private markets opportunity. By investing in loans to GPs, secured against private asset pools, investors gain investment-grade or sub-investment-grade exposure, attractive income & a yield premium vs. public markets. Join Mark Bruen to explore the drivers, return potential & institutional demand behind this private credit strategy.
Parallel sponsor session I Breakout room — Paul Lentz — Fixed Income Portfolio Manager and Analyst, DNCA Investments
Fixed income without the handcuffs of the benchmark
In a world of regime shifts in inflation and monetary policy, can bonds still deliver real diversification and returns for investors? In this breakout, Paul Lentz (DNCA) will discuss an absolute‑return mindset in fixed income, diversifying across rates, credit, EM, inflation and FX, with a focus on liquidity, drawdown control and the role of bonds in an overall portfolio.
Networking Lunch
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Single-Family Office Investment Panel: The Single Family Office CIO Playbook: Allocating Capital for the Next Generation
Gregor Obrecht, CFA — Co-CIO and Co-Head of Liquid Investments, Calibrium
Jascha Forster — Chief Investment Officer, Spectrum Value Management
Moderator - Marina Viergutz, CFA - Founder Silver Coast Ventures
Parallel Sponsor Session I Plenary room - Toby Warburton, CFA — Head of Active Portfolio Management, Systematic Equity Team, State Street Investment Management
Avoiding the Crowd: The Opportunity in European Small Cap Equities: Global equity benchmarks have become increasingly concentrated in a small number of countries, sectors and mega-cap stocks, leaving investors more exposed to crowded trades and common risks. This session explores how European small-cap equities can broaden portfolio opportunity sets, improve diversification and provide fertile ground for active management through greater market inefficiencies and overlooked investment opportunities.
Parallel sponsor session I Breakout Room — Laurent Dobler, Co-founder, Alséa Partners, QUAERO Capital
Is Quality Growth back in fashion?
Coffee & Networking Break
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Closing Keynote: Presentation Title TBC
Eva Richterich — Vice President, Ricola | Founder, gomental.health
Closing Remarks and GC26 Quiz
Marius Holzer, CFA, CAIA — Partner and COO, Parkview Group | Generations Conference Committee Chair
Apéro & Farewell
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Speakers
Dr. Claudia Binz Astrachan
Advisor and Head of Governance, Generation6 Family Enterprise Advisors & Family & Business Program, Lucerne School of Busines
Dr. Claudia Binz Astrachan
Marius Holzer, CFA, CAIA
Partner and COO, Parkview Group | Generations Conference Committee Chair
Marius Holzer, CFA, CAIA
Mirjana Wojtal, PhD
CEO, CFA Society Switzerland
Mirjana Wojtal, PhD
Eva Ebstein
Executive Chair, HFI Global AG
Eva Ebstein
Mark Bruen
Head of Client Portfolio Management, Private Credit, Barings
Mark Bruen
Paul Lentz
Fixed Income Portfolio Manager & Analyst, DNCA Investments
Paul Lentz
Gregor Obrecht, CFA
Co-CIO and Co-Head of Liquid Investments, Calibrium
Gregor Obrecht, CFA
Jascha Forster
Chief Investment Officer, Spectrum Value Management
Jascha Forster
Toby Warburton, CFA
Head of Active Portfolio Management, Systematic Equity Team, State Street Investment Management
Toby Warburton, CFA
Laurent Dobler
Co-founder, Alséa Partners
Laurent Dobler
Eva Richterich
Vice President, Ricola | Founder, gomental.health
Eva Richterich
Agenda Team
- Marius Andre Holzer, CFA, Partner, Parkview Group; Generations Conference Committee Chair
- Walter Bareiss, CFA, Head of Compliance and Risk Control, ALMAS Global Investors AG
- Stefan Bohren, CFA, Managing Partner, Stefan Bohren GmbH
- Stefan Bühler, CFA, Chief Executive Officer, Fincerta AG
- Sascha Czerwenka, CFA, Investment Adviser, Cenorium AG
- Claudia Eftimie, CFA, Head of Business Development, German-speaking Switzerland, QUAERO Capital
- Karyn Gibson, CFA, Head of Investor Relations & Capital Formation at Transcend Fund
- Tomoko Kobayashi, CFA, Wealth Management Adviser
- Elena Klassova, CFA, Relationship Manager, UBP
- Matthias Schulthess, CFA, Partner, SZ&J Board Advisory and Executive Search
- Louise Bergholtz, Event Manager, CFA Society Switzerland
Generations Conference 2026 Platinum Sponsors
Generations Conference 2026 Gold Sponsor
