Swiss Pensions Conference 2024 Zurich

Event Details

 

Staying the Course - Governance and Beyond, Insights for Practitioners 

 

In the wake of a lengthy period marked by stable interest rates and thriving markets in the 2010's, we have entered a more uncertain and at times volatile phase. A global pandemic, unprecedented monetary and fiscal stimulus, higher inflation and rates and escalating geopolitical conflicts set the stage for a new regime. In contrast, the current short-term financial market environment is largely characterised by disinflation after a first wave of inflation, hopes for lower rates and booming equity markets driven by a narrow set of stocks. Still, the higher interest rate levels and debt burdens dampen economic growth, in some regions offset by fiscal spending. This could be further offset over time by a boost in productivity growth coming from the broad implementation of AI. Ongoing challenges such as energy transition, re- or next-shoring, military rearmament or an ageing population in many countries contribute to unpredictability. Additionally, there is the looming possibility of disruptive or black-swan events around dislocations in property markets, overly indebted corporations or governments, central bank policy, the rise of AI, or political and geopolitical developments. The overall outlook remains blurred.

Over the most recent years we have witnessed rapid market downturns followed by strong recoveries, especially - but not limited to - riskier markets. Traditionally reliable diversifying assets like government bonds have faced unexpected challenges. Rising rates led to losses comparable to or even surpassing those seen in riskier assets and correlation of investment grade bonds turned positive with equities.

Even during calmer times, investment professionals are challenged to adhere to long-term plans and reconcile differing viewpoints. This complexity underscores the importance of identifying robust investment guidelines to achieve solid long-term investment performance and implementing them effectively within the organisations' structures and processes.

These are the topics we will dive into at the Swiss Pensions Conference 24 (SPC24). Join us to hear the opinion of Swiss and international thought leaders and practitioners and to discuss governance structures, processes, and strategies for building resilient pension fund portfolios capable of weathering various scenarios and achieving long-term investment objectives while minimising losses.

We look forward to seeing you there!

 

CFA Professional Learning Credits

Members of the CFA Society Switzerland can record CPD credits  for their participation using the online tracking tool. (Note: You will need to log in with your CFA Institute ID to access it).

Recognized Conference for Continuing Professional Development (CPD) by ASA and CSEP: The Swiss Association of Actuaries and the Swiss Chamber of Pension Fund Experts acknowledge this training day and credit it with 5 points (primary points). 

 

 

Agenda

Speakers

Edward Chancellor

Edward Chancellor

Edward Chancellor is a well known financial historian, author, journalist and investment strategist.

Mark Dieringer

Mark Dieringer

Head of Alternative Investments at Novartis International, Basel

Doug Clark

Doug Clark

Head of Research and Solutions at Brightwell Pensions UK

Martin Roth

Martin Roth

Chief Executive Officer Manor Pension Fund

Francois-Serge LHabitant

Francois-Serge LHabitant

CEO and CIO of Kedge Capital

Christina Böck

Christina Böck

Head Strategy & Business Development at Helvetia Asset Management.

Peter Hofmann

Peter Hofmann

President of the Board of Foundation Pension Fund Tellco pkPRO

Dr. Alwin G. Oerlemans, CFA, FRM

Dr. Alwin G. Oerlemans, CFA, FRM

Head of Product Management at APG Asset Management

Matthias Hanauer, CFA

Matthias Hanauer, CFA

Researcher at Robeco’s Quant Equity Research Team

Roman Wyss, CFA

Roman Wyss, CFA

Senior Investment Manager, Swiss Life Asset Management

Georgina Yea

Georgina Yea

Executive Director, Investment Principal in the Infrastructure Investments Group., J.P. Morgan

Gary Blackburn

Gary Blackburn

Executive Director, Investment Principal in the Infrastructure Investments Group., J.P. Morgan

Michael Ferber

Michael Ferber

Editor Economics Department, NZZ

Alexander Mass

Alexander Mass

Managing Director, Goldman Sachs Asset & Wealth Management

Registration

To register and purchase tickets, members and guests must register and log in with a CFA Institute ID number.

Swiss Pensions Conference is reserved for pension fund managers (foundation board, investment committee) and their staff, as well as their advisors (ticket price 75 CHF). A limited number of tickets are available for professional investors (ticket price is 150 CHF for members of CFA Society Switzerland and 300 CHF for non-members). 

Financial service providers and their employees performing commercial functions are excluded from participation.

Registration is subject to approval.

 

Terms and Conditions 

A full refund will be granted if cancellation is made by the attendee online and is possible up to 10 business days before the conference. In the event of a postponement, participants can decide whether their tickets should be transferred to the new date or refunded in full. For media inquiries and press passes, please contact events@cfasocietyswitzerland.org.

 

Organisation Committee

 

Jan-Ulrich Salchow, CFA, CAIA, ECOFIN Investment Consulting AG, Chair Swiss Pensions Conference 2024 Zurich

Oliver Grimm, PhD, CFA, Pensionskasse Stadt Zürich

Andreas Rothacher, CFA, Complementa

Reinhard Zimmermann, CFA, FRM, CAIA, RV Capital

Beatrice Stadler, CAIA, Sammelstiftung Vita

Peter Schwendner, PhD, CFA, Institute of Wealth & Asset Management at Zurich University of Applied Sciences 

Claudia Meier, CFA

Tobias Müller, CFA, CAIA, Energy Infrastructure Partners

Reto Faas, CFA, Albin Kistler AG

Walter Bareiss, CFA, VI VorsorgeInvest AG

Louise Bergholtz, CFA Society Switzerland 

 

Swiss Pensions Conference 2024 Zurich Sponsors Platinum

Swiss Pensions Conference 2024 Zurich Sponsors Gold