CFA Society Switzerland, in collaboration with CAIA Zurich Chapter, invites you to an exclusive event focused on Real Estate investing, with a special emphasis on asset allocation perspectives.
Understanding Real Estate market cycles is of great importance in portfolio construction and ongoing monitoring of asset allocations. In this panel, we will look at fundamental drivers of Real Estate values and pricing, as well as current market sentiment.
Our expert speakers will reflect on recent market data, compare Switzerland to International Real Estate markets, discuss opportunities and challenges in the different property segments, and elaborate on specific risk-return-profiles in the capital structure. The panelists will share further insight on lessons that can be learnt from previous market cycles as well as emerging trends driven by technological innovation and sustainability.
This event qualifies for up to 1 PL credit. CFA Society Switzerland members can record PL credit for their participation using the online tracking tool (CFA Institute login required).
Registration
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Welcome by CAIA Zurich Chapter and CFA Society Switzerland
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Introduction by Zoltan Szelyes, CFA, CAIA, CEO, Macro Real Estate AG
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Panel discussion
Andrew Angeli, Global Head of Real Estate Research & Strategy, Zurich Insurance
Claudia Emele, PhD, CEO, Avadis Investment Foundations
Hardy Rohr, Co-Head Business Development Real Estate Switzerland, Swiss Life Asset Managers
Moderation:
Anna Zennaro, CFA, Professional Learning Committee member, CFA Society Switzerland
Q&A
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Apero
Networking & Farewell
CEO, Macro Real Estate AG
Global Head of Real Estate Research and Strategy, Zurich Insurance
CEO, Avadis Investment Foundations
Co-Head Business Development Real Estate Switzerland, Swiss Life Asset Managers
Member, Professional Learning Committee, CFA Society Switzerland