Swiss CIO Roundtable: Investing in Traditional and Alternative Assets in the Current Market Environment

27 Oct 2026, 18:00 - 20:30

Pädagogische Hochschule

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1 PL Credit(s)

Event Details

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:

  • Current market environment – opportunities and challenges
  • Which alternative investments are suitable in the current market environment for portfolio diversification / supplementing the portfolio?  
  • How are alternative investments utilized in specific portfolios (e.g., Private Wealth vs. Pension Fund vs. Insurance)?
  • Which topics must be considered (e.g., modeling, liquidity planning, implementation)?

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

Moderator & Speakers

Christoph Bianchet, CFA

Christoph Bianchet, CFA

Chief Investment Officer, Suva

Christine Schmid, CFA

Christine Schmid, CFA

Chief Investment Officer, Servisa Stiftungen

Peter Steffen, CFA

Peter Steffen, CFA

Head Portfolio Management Institutional Clients & Senior Portfolio Manager, Vontobel

Dr. Roger Rüegg

Dr. Roger Rüegg

Head Multi-Asset, Swisscanto / Zürcher Kantonal Bank

Andreas Rothacher, CFA, CAIA

Andreas Rothacher, CFA, CAIA

Head of Investment Research, Complementa AG

This event is organized in collaboration with CAIA Chapter Zurich

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