CFA Society Switzerland in collaboration with CAIA Chapter Zurich, invites you to an exclusive Swiss CIO Roundtable.
The global investment landscape is undergoing a profound structural shift. Investors must navigate unprecedented sovereign debt and structural fiscal deficits, which fuel inflation and interest rate volatility. This is compounded by chronic geopolitical friction and fracturing global supply chains. Amidst these headwinds, the AI revolution is driving massive capital expenditure.
In this environment, alternative assets can serve as essential building blocks to enhance diversification, boost returns, or provide inflation protection. However, integrating alternative assets into the portfolio introduces significant operational and analytical hurdles; alternatives are inherently more complex to source, evaluate, and monitor than liquid equities and bonds. Investment frameworks must balance the enhanced yield and resilience of private markets against the binding constraints of capital lockups and cash-flow modeling.
This high-level roundtable brings together Chief Investment Officers from Swiss pension funds and insurance companies alongside heads of multi-asset allocation from top-tier banks. Together, they will cut through market noise to discuss how institutional frameworks and private wealth portfolios are adapting their positioning to survive and thrive.
Key topics of the panel include:
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 CFA Society Switzerland and CAIA Chapter Zurich
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Panel Discussion followed by Q&A, in collaboration with:
- Christoph Bianchet, CFA | CIO, SUVA Insurance
- Christine Schmid, CFA | CIO, Servisa Pension Fund
- Peter Steffen, CFA | Head of Global Balanced Solutions, Vontobel
- Roger Rüegg, Dr. | Head Multi-Asset, Swisscanto/ZKB
Moderator:
- Andreas Rothacher, CFA, CAIA | Head, CAIA Zurich Chapter; Head of Investment Research, Complementa AG
Apero
Networking & Farewell
Chief Investment Officer, Suva
Chief Investment Officer, Servisa Stiftungen
Head Portfolio Management Institutional Clients & Senior Portfolio Manager, Vontobel
Head Multi-Asset, Swisscanto / Zürcher Kantonal Bank
Head of Investment Research, Complementa AG