Real Estate Fundamentals and Market Cycles: Considerations in Asset Allocation Decisions

19 Nov 2025, 18:00 - 21:00

Swiss Life Group

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1 PL Credit(s)

Event Details

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).

Agenda

Speakers

Zoltan Szelyes, CFA, CAIA

Zoltan Szelyes, CFA, CAIA

CEO, Macro Real Estate AG

Andrew Angeli

Andrew Angeli

Global Head of Real Estate Research and Strategy, Zurich Insurance

Claudia Emele, PhD

Claudia Emele, PhD

CEO, Avadis Investment Foundations

Hardy Rohr

Hardy Rohr

Co-Head Business Development Real Estate Switzerland, Swiss Life Asset Managers

Anna Zennaro, CFA

Anna Zennaro, CFA

Member, Professional Learning Committee, CFA Society Switzerland

This event is organized in collaboration with CAIA Switzerland

Thank you to the sponsor of Professional Learning events