Prof. Dr. Monica Zwicky

Prof. Dr. Monica Zwicky is a Swiss biologist with a passion for research and development, who has turned interested in urban transformation, because her family business required a change. Currently, she is the CEO of Zwicky & Co AG, a former manufactory of thread, that is in the process of being transformed into a new urban district filled with city life (http://www.zwicky-areal.ch/). Prof. Zwicky is the co-founder of a Brewery, and loves languages, travelling and skiing. She has two adult children.

Dr. iur. Kurt Moosmann

Dr. Kurt Moosmann has more than 25 years of experience in advising global business owning families and family offices. Before establishing his own advisory firm Moosmann Advisors in 2014, he had founded the Multi-Family Office Dara Capital and presided over the Advisory Board of FODIS LLC, Pittsburgh, which serves US family business enterprises with global direct investment opportunities. Formerly, he was Managing Director of Quilvest Switzerland and of Quiltrust Ltd., and had chaired Deutsche Bank’s International Wealth Planning Division.

Today Dr. Moosmann serves as Executive Vice-Chairman of Elsa Peretti Holding Ltd., the single family office of the legendary late jewelry designer Elsa Peretti, and acts as Vice-Chairman of Ms. Peretti’s charitable Nando and Elsa Peretti Foundation. Since 2019 he has been President of Switzerland’s official Single Family Office Association (SFOA). Dr. Moosmann is also co-founder and Co-Chairman Emeritus of the esteemed Family Office Roundtable (FORT), a global Think-Tank for leading entrepreneurs in association with Wharton University. For many years, he also served as a Member of the University Board of the Private University of Liechtenstein (UFL) and has been an active member of the STEP.

The native Swiss-Canadian holds a Doctorate of Law from the University of Zurich. His thesis, comparing the Anglo-Saxon and Liechtenstein trust structures, with special consideration of beneficiaries’ interests, was published in 1999. He also holds an MBA in International Wealth Management from Carnegie Mellon University, Tepper School of Business (USA), and regularly lectures on topics related to cross-border estate and tax Planning, as well as on generational transition and governance matters within family business enterprises.

Hannes Frey

Hannes Frey is an independent corporate director and steward of international investment architectures. He provides strategic guidance for trust structures, wealthy families, entrepreneurs and philanthropies in the transatlantic space. His approach is rooted in a life-long engagement with law, business, history and culture. Hannes has studied law at the University of Zurich, business at Harvard University and, more recently, history and culture at the University of Oxford. From 2004 to 2011, he managed the March Group, a privately held, international investment concern based in Bermuda with a multi-billion dollar portfolio and strategic interests in the global pharmaceutical and financial services sectors. From 2001 to 2003, he was responsible for Corporate Affairs at Novartis, focusing on strategic issues management, political risk, and the company’s pioneering corporate citizenship policy. Before that, he was an investment banker at UBS in New York and Chief of Staff for the Americas. He also served as Chairman of the Swiss Institute of New York, a leading Swiss cultural institution in the United States. 

Pascal Fröhlicher

Pascal Fröhlicher is an entrepreneur and executive dedicated to finding ways to impact society and the environment positively through business and investment. As Manager of a Single Family Office, he also facilitates the strategic inclusion of impact investing and philanthropy into a diversified portfolio.

He has a background in Management Consulting, and in 2011, he co-founded and ran a pioneering social Start-up Accelerator and Impact Investing advisory business in Cape Town. In addition, he co-founded and scaled a company providing access to primary health care for thousands of people in South Africa.

As Faculty Affiliate at Harvard Medical School, he is the program manager of a course on innovation in Global Health. He was also a member of the World Economic Forum's Global Future Council on Health and Healthcare.

Matthias Schulthess, CFA

Matthias Schulthess focuses on board and senior appointments. He regularly advises Global Asset and Wealth Managers, Insurance Companies and Investment and Corporate Banks specifically on creating more diverse leadership teams at the top. The global assignments in Investment Management are centred around Asset Managers and Asset Owners including Sovereign Funds, Pension Funds, Insurance Companies and Family Offices. Matthias is also engaged in succession planning, conducting board reviews and searches for non-executive directors.

Matthias held senior roles working in Investment Management as well as in Capital Markets. At UBS, he led a regional organisation while he was based in Hong Kong and Singapore, addressing the needs of Global Investors for Solutions in Asia. He also had MBA assignments in Global Markets and Securities at Credit Suisse and Goldman Sachs in London. Matthias spent a period in market analysis for Fidelity Growth Partners Europe, a leading VC and PE investor based in London.

Matthias holds an MBA from London Business School and he is a CFA® charterholder. He completed the seminar ‘New concepts for the Board’ at the International Center for Corporate Governance in collaboration with the University of St. Gallen (HSG). He also attended the executive program Promoting Racial Equity in the Workplace at Harvard Kennedy School.

Maria Teresa Zappia

Maria Teresa Zappia is responsible for the Public Private Partnership (PPP) funds under BlueOrchard’s management and impact practice. Maria Teresa joined BlueOrchard in 2008 as Chief Investment Officer. Previously Maria Teresa worked as Senior Banker in the European Bank for Reconstruction and Development financial institution team both in London and Central Asia. Prior to that she worked for the Asian Development Bank in Manila and was an ODI Fellow in Africa.

Maria Teresa holds a M.Phil degree in Development Studies from the Institute of Development Studies at Sussex University and a Master’s degree in Economics from the University of Florence.

Karin Kaiser

Karin joined Greencoat in 2014 and has since made more than €1.5bn of equity investments into the renewables sector. She was the original member of Greencoat’s UK Solar team which she has successfully co-led to be one of the top two owners of solar assets in the UK.  She is now Germany based and is pioneering the creation and roll out of Schroder Greencoat’s Eurozone fund, becoming a leading player in the provision of capital to European renewables players. 

Karin joined Greencoat from Bank of America Merrill Lynch, where she was part of the European Corporate Finance and Restructuring Team. She holds a Master’s degree in Quantitative Economics and Finance as well as a BsC in International Economics. She studied at the University of St. Gallen, the University of Texas, Maastricht University and the City University of Hong Kong.

Alex Monk is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is principally responsible for working on the Schroder Global Energy Transition Fund and Schroder Global Sustainable Food and Water Fund. Prior to this, he spent two years as a Global Renewables Analyst, accountable for analysing companies across the entire clean energy value chain, and two years as a Sustainable Investment Analyst covering utilities and telecommunications. His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance.

James Novotny, CFA

James is an Investment Manager in the Fixed Income Alternatives Team.

He joined Merian (now Jupiter Asset Management) in 2018 as a macro analyst in the Fixed Income Alternatives Team.

James has a degree in economics & management from Oxford University and is a CFA Charterholder.

Prof. ​​Lauren Cohen

Prof. ​​Lauren Cohen is the L.E. Simmons Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research. He is an Editor of the Review of Financial Studies, along with being a past Editor of Management Science.  Professor Cohen teaches in the MBA, Executive Education, and Doctoral Programs at the Harvard Business School. He is a Designer and Chair of the HarvardX Fintech course, along with the HBS Executive Education course Building a Legacy: Family Office Wealth Management. 

Dr. Cohen frequently advises government organizations in the US and abroad, and his research has been published in the top journals in Finance and Economics. It is also frequently profiled in various media outlets including The Wall Street Journal, The New York Times, and The Washington Post.  Dr. Cohen received a PhD in finance and an MBA from the University of Chicago in 2005.  He earned dual undergraduate degrees from the University of Pennsylvania - a BSE from the Wharton School and a BA in economics from the College of Arts & Sciences in 2001.  Professor Cohen currently resides in Belmont, MA with his wife - Dr. Nicole Cohen - and their six children, and competes in strongman and powerlifting (http://laurenhcohen.com/).

Vincent Duhamel

Vincent Duhamel has over 30 years of experience in leading investment management organizations in Canada and Asia. 

Before joining Sectoral Asset Management as an Independent Director, Mr. Duhamel was the Global President and Vice Chairman of Fiera Capital, a global independent asset management firm.  From 1997 to 2017, Mr. Duhamel was based in Asia, first as the Senior Principal and Chief Executive at State Street Global Advisors Asia, then as the Managing Director of Goldman Sachs Asia, and then as CEO of SAIL Advisors.  His last role in Asia was as Partner and CEO at Lombard Odier & Co. Throughout his career, Mr. Duhamel has sat on a number of professional committees such as Financial Services Development Council of Hong Kong, Securities and Futures Commission of Hong Kong, Financial Reporting Council of Hong Kong, and the CFA Institute.

Dr. Mina Marmor, CFA

Mina Marmor, CFA joined Sectoral Asset Management in 2006 and was promoted to Senior Portfolio Manager in 2018. She is the portfolio manager of Sectoral listed Biotech strategy and mid and small-cap healthcare strategies, as well as responsible for analytic coverage of biotechnology companies. Mina graduated in 2001 from the University of Toronto with a Ph.D. in Immunology. She obtained her CFA charter in 2010. Prior to joining Sectoral, she worked with Health Science Communications in New York as an associate medical director. She previously worked as a post-doctoral fellow in the fields of cell signaling and oncology.

Jérôme Pfund, CFA

Jérôme Pfund founded Sectoral Asset Management in Montreal with Michael Sjöström in 2000.  Prior to establishing Sectoral, Mr. Pfund worked at Pictet & Cie in Geneva from 1989 until 1997, initially as a Portfolio Manager in the bank's institutional asset management business, and then as the unit's Chief Investment Officer. In 1997 he moved to Montreal to assume the role of CEO of Pictet & Cie's North American operations. Jérôme graduated in 1987 from the University of St.Gallen with an MBA in Banking. He obtained his CFA charter in 1993.  In 1996, he co-founded the Swiss Society of Investment Professionals, the Swiss local society of the CFA Institute (formerly known as the Association for Investment Management and Research - AIMR).

Ryan Kelly, CFA

Ryan Kelly, CFA, is a Principal and lead portfolio manager for PGIM Fixed Income’s Credit Opportunities strategy. Mr. Kelly oversees special situations efforts for PGIM Fixed Income including alternative credit investments, direct lending, opportunistic capital, and restructurings. Mr. Kelly is also a senior portfolio manager for PGIM Fixed Income’s U.S. High Yield Team. Prior to his current roles, Mr. Kelly was a senior credit analyst in the Credit Research Group covering a number of leveraged finance industries and special situations investments. Mr. Kelly began his career in investment banking at Chase Manhattan Bank, where he specialized in project finance. He received a BA in Economics from Michigan State University and holds the Chartered Financial Analyst (CFA) designation.

Manuel Salvisberg CFA, CAIA

Manuel Salvisberg CFA, CAIA, born 1978, studied at the University of St. Gallen  in Switzerland and  at Fudan University in China, started his career in management consulting and private equity/venture capital. Since 2007 he oversees a diversified portfolio of investments in growth companies in Europe and Asia for his uncle Dr. Uli Sigg (world’s largest collector of contemporary Chinese arts and former Swiss ambassador to China). Manuel is the chairman of the hedge fund group Ayaltis and the software group TrekkSoft, he sits on numerous other Boards of technology companies, collects and creates art. 

Patrick Stutz, CFA

Patrick Stutz, CFA, is the Chief Investment Officer of Bayshore Capital, an advisor focused on alternative credit, private equity, venture capital and other illiquid alternative investments. He formulates the firm’s macro view and investment strategy, and leads the investment team’s sourcing and due diligence efforts. Patrick spent the majority of his career in the US and the UK, accumulating over 20 years of investment management experience across traditional and alternative assets, as well as public and private markets. Prior to joining Bayshore in 2013, he was a portfolio manager for Ivory Capital, an alternative investment firm. He served as a manager of alternative strategies for RMF/Man Investments in New York from 2003 to 2010. Patrick started his career at Zurich-based Vontobel Group, where he served in several roles within the investment banking and asset management divisions. He graduated magna cum laude from the University of Zurich, where he earned a Master of Arts USZ. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CFA Society United Kingdom and the CFA Society Switzerland. Patrick is based in Zürich, Switzerland.

Torsten de Santos

Torsten de Santos created Principalis AG, a Swiss family office based in Freienbach (Switzerland). The expertise is centred around governance, legal & tax structuring, and asset allocation with a focus on private markets and real assets.

He also runs Multi-Asset-, Private Equity and Alternatives Portfolios via the Private Investment Partners Team (PIP) at PMG Investment Solutions AG in Zug (Switzerland). Torsten has a long standing track record in the investment management industry and manages his own monies in a congruent way.

Before setting up Principalis and PIP, Torsten was the CEO of Rianta Capital, a large family office and investment advisory firm based in Zurich and London. The firm specialised in Asset Allocation, Private Equity and Real Estate investments.

Prior to joining Rianta Capital in 2013, Torsten was the CEO of LGT Capital Management, the traditional asset manager of LGT Group. He oversaw CHF 23 billion in AUM and was also responsible for the overall investment strategy for the LGT Group.

Torsten joined LGT in 2007 from Barclays Capital in London, where he was the Director of the Commodity Investor Solutions businesses in Europe and Asia. Before joining Barclays Capital in 2004, he was an Executive Director with Goldman Sachs in London.

He holds board memberships with LMR Partners (Cayman), LMR Fund (Cayman), LMR Partners AG and SFP (Swiss Finance & Property) Anlagestiftung.

Torsten graduated with a master’s degree in International Management and was a European Union scholar studying Business Administration at the Université Catholique de Louvain (Belgium), ESB Reutlingen (Germany), and Middlesex University in London. He also holds B.Sc.'s in Mathematics and Physics from Friedrich-Alexander-University in Germany.

Laura Prina Cerai, CFA

Laura Prina Cerai, CFA has a +16 years investment career with asset managers, private clients, and Family Offices. She joined Altrafin AG in 2015 as investment advisor to the Family Office and in 2019 became Head of Research and Fund Manager of the CONREN Generation Family Business Equity Fund, investing in European listed equities with a strong family shareholding and entrepreneurial legacy. Prior to that, Laura was for 5 years senior investment advisor and portfolio manager at Rothschild, where she advised UHNWI clients and managed bespoke growth mandates. Laura started her career in asset management in 2006 as a SME equity analyst at Financiere de L’Echiquier in Paris and Wasatch Advisors in Salt Lake City, Utah.  She graduated MsBA in 2006 from the Rotterdam School of Management, Erasmus University. Laura has been a decade-long volunteer for the CFA Society Switzerland in various capacities, currently leading the Diversity Equity & Inclusion Committee. Laura sits on the board of the Swiss NGO United for Ukraine Association and she is a financial advisor to several European start-ups and accelerators in the field of sustainable investments. 

Dr. Manuel Aschwanden

Manuel Aschwanden holds an MSc in electrical engineering and a PhD in nanotechnology from ETH Zurich. Besides his excellent engineering skills he also gained a broad knowledge in economics during his business education at Imperial College London and at the University of Illinois at Urbana-Champaign. Prior to Optotune, Manuel has gained experience in engineering at Avalon and ABB. He has been serving as CEO since 2008.

Jan Kollros

Jan Kollros has been a member of the Bellevue Group Executive Board since 2019. He joined adbodmer AG in 2005, where he became a partner in 2009. He holds a degree in mechanical engineering and business and production sciences from ETH Zurich.

Maximilian Kunkel

Maximilian Kunkel is Chief Investment Officer for Global Family and Institutional Wealth within UBS Global Wealth Management. In this capacity, he is responsible for bringing together market and investment insights to optimize impact for UBS Global Family Office und Ultra High Net Worth (UHNW) clients globally. He is also Regional Chief Investment Officer for Germany, Austria and Spain.

Prior to joining the Chief Investment Office in January 2016, Maximilian headed the Investment Specialist team for UHNW Latin America in UBS Global Wealth Management. In this capacity, he was responsible for positioning the Wealth Management product and service offering within the House View. Before this, he was part of the Active Portfolio Advisory team providing multi-asset class investment advice to UHNW and HNW clients. Maximilian joined UBS as a graduate in 2006.

Maximilian holds a Master's of Science in Management with distinction from the London School of Economics, a CEMS Master in International Management (London School of Economics and ESADE) and a first class honours Bachelor of Science in Business Management from King's College London.

A multi-faceted career of 30 years in the wealth management industry, fostering strategic and operational excellence as advisor, coach, project leader, and manager of origination as well as back office units provided Marius with a wealth of cross-functional experiences and professional knowledge.

Today, Marius serves as Chief Operating Officer of Parkview, a global Multi-Family Office, which he co-founded in 2011, and he is a Senior Advisor and Associate Partner at Cambridge Family Enterprise Group, a global organization, founded in 1989, devoted to helping families achieve multigenerational success for their families, enterprises, and financial wealth.   

Marius is a trained economist and certified expert in information technology with an MBA from INSEAD. He is both, a CFA and CAIA charter holder and earned a certificate in Advanced Risk and Investment Management of Yale School of Management/EDHEC.