Datum
4. und 5. April 2017
Ort
Gottlieb Duttweiler Institut
Langhaldenstrasse 21
8803 Rüschlikon
www.gdi.ch
CHALLENGING GROWTH
Konferenz am 4. und 5. April 2017,
Gottlieb Duttweiler Institut, Rüschlikon
Auszug aus den Teilnehmer-Statements
«Von Experten für Experten! Gratuliere. Sehr professionell gemacht! Einer der besten Events, die ich kenne.»
Eric Hunziker, Credit Suisse
«Hochkalibriger Anlass mit spannenden Sprechern und guten Einsichten in die Welt der Anlagen»
Jan Poser, Bank J. Safra Sarasin
«Eine top organisierte Konferenz mit einem hoch interessanten Teilnehmerfeld sowie Top-Level Referenten. Die FuW bietet mit diesem Format eine wirklich einzigartige Plattform.»
Thomas Kottmann, Credit Suisse Switzerland AG
«Hochkarätige Referate runden die vielfältigen Networking-Gespräche ab. Ich freue mich schon jetzt auf das Fund Experts Forum 2018!»
Werner Huber, Thurgauer Kantonalbank
«It was one of the best conferences I have attended. The facility (including the translation service German -> English), the schedule, food, networking opportunities make this an event which I really would like to attend again.»
Hein Sweerts de Landas, EFG International
«Ich war schon bei einigen Fund Foren und fand sie immer sehr gut, aber diesmal haben Sie sich selbst noch einmal übertroffen. Äusserst interessant 1.5 Tage, die durch exzellente Referenten, Paneldiscussions, Gruppensitzungen und Gesprächen mit einer illustren Teilnehmern neue Gedankenanstösse geben und eine wahre Bereicherung darstellen.»
Dr. Heinz Hackl, Hackl & Associates
«Jedes Jahr einer der besten Konferenzen die meine Weltsicht beeinflusst und meine Motivation steigert, die Zukunft der Finanzindustrie aktiv mitzugestalten.»
René Stiefelmeyer, Hinder Asset Management AG
«Optimale Event-Konstellation u.a. der Referate-Inhalte, der Referenten, der Organisation, der Dauer und der Austauschmöglichkeiten und der Verpflegung - Bravo! Einmal mehr was ganz Besonderes/Supergutes - ein Riesenkompliment an die ganze Crew, well don. You made my day.»
Walter Grimm, UBS AG
«Zur richtigen Zeit am richtigen Ort»
Markus Amstutz, Future Trade AG
«Das "FUND EXPERT Forum 2017" war eine gesunde Mischung von tollen KEYNOTE Präsentationen und Fund Manager Updates, die schlussendlich solche Veranstaltungen auch tragen. Die Auswahl der präsentierenden Funds war gut vorbereitet und die jeweiligen Redner kompetent. Diese Veranstaltung kann ich gerne weiterempfehlen an Entscheider und Anlageexperten, die ihre Hausaufgaben im Bereich Fondsanalyse machen wollen.»
Andreas Gassmann, WMPartners
«Ein Must-Visit für alle Finanzmarkt-Teilnehmer, die sich über die wichtigsten Trends updaten möchten.»
Fabian Schönenberger, M1 AG
«Sehr gute Gelegenheit um Funds Wissen zu vertiefen und Kontakte zu knüpfen. Rahmenprogramm war inspirierend und lehrreich.»
Matthews Lebius, Swissmid LLC
«Eine der seltenen Gelegenheiten, um Einsichten aus erster Hand aus Politik, Wirtschaft und Finanz verknüpfen zu können.»
Rainer Rueppel, Qlab Invest AG
«Eine ausgezeichnete Plattform, um Networking zu betreiben und mit hochrangingen Vertretern aus Politik und Finanz in Kontakt zu treten.»
Massimiliano Cocca, Banque Internationale à Luxembourg
«Finanzstrategischen Frühlingscheck!»
Alfred Langenegger, Appenzeller Vermögensverwaltung AG
THEMEN
- Politische Fliehkräfte: Die Auswirkungen auf das Anlageverhalten
- Europa: Ein Kontinent am Scheideweg
- Die neue Realität der Geldpolitik: Nationalbanken-Geld-Schwemme, Blasenbildung, Risiken und die Grenzen der Geldpolitik
- Auswege aus der Tiefzinswelt – Erwirtschaften von Ertrag: Wachstumsmärkte, alternative Anlagen, kurz- vs. langfristige Anlagen, Risikoverhalten der Akteure
KEYNOTES
- José Manuel Barroso, ehemaliger Präsident der Europäischen Kommission und nicht exekutiver Präsident von Goldman Sachs International
- José Manuel Durão Barroso was President of the European Commission from 2004-14. He was previously Prime Minister of Portugal from 2002-04. After university, Barroso embarked on an academic career, working successively as a teaching assistant on the Law Faculty of the University of Lisbon, in the Department of Political Science of the University of Geneva, and as a visiting professor at the Department of Government and School of Foreign Service in Georgetown University (Washington, D.C.). In 1995, he became head of the international relations department of Lusíada University (Lisbon). In 1999 he was elected President of the PSD Party in Portugal and was re-elected three times. During the same period, he served as Vice President of the European People's Party. As Portugese State Secretary for Foreign Affairs and Cooperation he played a key role as mediator of the peace accords for Angola in Bicesse (Estoril, Portugal) in 1991, and as Minister for Foreign Affairs he launched the talks with the Indonesian Minister of Foreign Affairs, under the auspices of the Secretary General of the United Nations, that ultimately led to the independence of East Timor. Under his leadership, the PSD won the general election in 2002 and he was appointed Prime Minister of Portugal in April of that year. He remained in office until July 2004 when he was nominated by the European Council and elected by the European Parliament to the post of President of the European Commission. After his presidency he has started to give guest lectures at Princeton and Berkeley Universities as well as at the universities of Geneva and Lisbon. Since March 2015 José Manuel Durão Barroso is President of the UEFA-Foundation for Poor Children. In July 2016 he was appointed Non-Executive Chairman of Goldman Sachs International and advisor to Goldman Sachs He has been awarded numerous honorary degrees and has received over 60 decorations, prizes and distinctions. He is the author of numerous publications on political science, international relations and the European Union, including Le système politique portugais face à l'intégration européenne (1983); Uma Certa
- Joschka Fischer, ehemaliger Vizekanzler und Aussenminister der Bundesrepublik Deutschland
- Alfred Gantner, Co-Founder Partners Group
- Alfred Gantner is the Chairman of the Global Investment Committee and an executive member of Partners Group Holding AG's Board of Directors, based in Zug. He co-founded Partners Group in 1996 and served as Chief Executive Officer from then until 2005, when he became Executive Chairman. In 2014, Alfred stepped down as Executive Chairman and took up his current role. Prior to founding Partners Group, he worked at Goldman Sachs & Co. He has 24 years of industry experience and holds an MBA from the Brigham Young University Marriott School of Management, Utah.
- Dr. Bertrand Piccard, Gründer, Präsident und Pilot von Solar Impulse
- Bertrand Piccard is the initiator and visionary behind Solar Impulse, the very first airplane capable of flying perpetually without fuel. It is in his DNA to go beyond the obvious and achieve the impossible, as he did with his two round-the-world flights, recently in a solar-powered airplane, and before that non-stop in a balloon. The ocean depths and the stratosphere attracted his father and grandfather; the challenges of our time fascinate him. By initiating the Solar Impulse’s project, his ambition has been to leverage a pioneering spirit for a useful contribution to the cause of renewable energies and clean technologies. With his dual identities as medical doctor and explorer, Bertrand has become an influential voice heard among the most distinguished institutions across the globe as a forwardthinking leader for progress and sustainability.
- Gian Rossi, CEO Region Switzerland, Mitglied der Geschäftsleitung Bank Julius Bär & Co. AG
- Gian A. Rossi is Member of the Executive Board of Bank Julius Baer & Co. Ltd. and heading Julius Baer’s private banking business for Switzerland since September 2016. From July 2011 until August 2016 he was CEO of Northern, Central & Eastern Europe. From November 2006 until June 2011 Gian A. Rossi headed the German-speaking Switzerland, Germany, Austria, United Kingdom, the Netherlands and Scandinavia.
Before joining Bank Julius Baer & Co. AG, Gian A. Rossi held several leading positions within the Private Banking division of Credit Suisse Group.
- Adair Lord Turner, Chairman of the Institute for New Economic Thinking and former Chairman United Kingdom Financial Services Authority
- Lord Turner is Chairman of the Institute for New Economic Thinking. Prior to joining the Institute in 2013, he chaired the UK Financial Services Authority (2008-2013) and played a leading role in the redesign of the global banking and shadow banking regulation as Chairman of the International Financial Stability Board’s major policy committee.
Lord Turner has combined a business career with public policy and academia. He was at McKinsey from 1982-95, building their practice in East Europe and Russia in the early 1990s; was Director General of the CBI (Confederation of British Industry) 1995-2000; became Vice-Chairman of Merrill Lynch Europe (2000-06) and was a Non-Executive Director of a number of companies, including Standard Chartered plc (2006-08). In 2015 he joined the Board of UK start-up bank OakNorth, and was appointed non-Executive Director at Prudential plc. He is also chairing the Energy Transitions Commission, and is a Trustee of the British Museum. Adair, a cross-bench member of the House of Lords since 2005, served as the first Chairman of the Climate Change Committee (2008-12); and chaired the Pensions Commission (2003-06) and the Low Pay Commission (2002-06). His latest book Between Debt and the Devil, was published by Princeton in 2015 and has been translated into Chinese; other publications include ‘Just Capital-The Liberal Economy’ (2001); ‘Economics After the Crisis’ (2012). He is Senior Fellow at the Centre for Financial Studies (Frankfurt), and a visiting professor at the London School of Economics and at Cass Business School. More recently he’s been appointed Fellow at the Royal Academy, Visiting Fellow at the People’s Bank of China School of Finance, Tsinghua University (Beijing) and Visiting Professor at the International Center for Islamic Finance (INCEIF) in Kuala Lumpur.
WEITERE REFERIERENDE
- Marco Bagutti, Leiter Kapitalanlagen Stiftung Auffangeinrichtung BVG
- Marco Bagutti ist seit neun Jahren Leiter Kapitalanlagen bei der Stiftung Auffangeinrichtung BVG. Die Stiftung erfüllt verschiedene gesetzliche Aufgaben im schweizerischen Vorsorgebereich und verfügt über ein Vermögen von insgesamt CHF 13 Mia. Marco Bagutti ist auch Mitglied des Anlageausschusses der PK ABB und des Ausschusses für Anlagefragen der BVG-Kommission. Bevor er Anfang der 90er Jahre bei Pictet & Cie, sich mit der Verwaltung von Pensionskassengeldern zu beschäftigen begann, war er als Händler für derivative Finanzinstrumente bei der UBS tätig.
- Prof. Dr. Peter Bofinger, Volkswirtschaftslehre Universität Würzburg
- Peter Bofinger ist seit 1992 Professor für Volkswirtschaftslehre, Geld und internationale Wirtschaftsbeziehungen an der Universität Würzburg. Er ist seit 2004 Mitglied des Sachverständigenrates zur Begutachtung der gesamtwirtschaftlichen Entwicklung. Seine Forschungsschwerpunkte sind die Europäische Integration und die Geld- und Währungspolitik.
- Prof. Dr. Jean-Pierre Danthine, Präsident PSE-Ecole d’économie de Paris
- Jean-Pierre Danthine is President of the Paris School of Economics and member of the Board of Trustees of the Center for Economic Policy Research (CEPR) in London. He is also member of the Board of the Fondation Leenaards in Lausanne. He was a member of the Governing Board of the Swiss National Bank (SNB) from January 2010 to April 2012 and its vice-chairman from May 2012 until he retired on June 30, 2015. Before joining the SNB, JPD was Professor at the University of Lausanne and Managing Director of the Swiss Finance Institute.
- Dietrich Domanski, Deputy Head of Monetary and Economic Department und Head of Economic Analysis, Monetary and Economic Department Bank for International Settlements
- Dietrich Domanski is Head of Policy Analysis in the Monetary and Economic Department at the Bank for International Settlements (BIS) in Basel. He oversees the preparation of the regular meetings of central bank governors at the BIS and of the central bank committees hosted by the BIS. Before joining the BIS in 2000, Dietrich headed the capital markets group in the Economics Department of the Bundesbank. He also worked as IMF Advisor to Bank Indonesia during the Asian crisis. At the BIS, Dietrich was in charge of the macroeconomic analysis unit (from 2005-07) and was Secretary to the Committee on the Global Financial System (CGFS) from September 2007 until August 2010. Dietrich has published on a range of financial stability issues in German and English. His main research interests include the interaction of monetary policy, financial markets and the real economy, and the role of financial intermediation in economic development.
- Dr. Klaus Hommels, Gründer Lake Star
- Klaus is Founder of Lakestar and one of the leading European business angels with investments in some of the largest European and worldwide internet companies of the last years. He was an early investor in companies such as QXL/Tradus, Skype, Facebook, king.com, Xing, airbnb and Spotify (including board membership). Klaus started his career at Bertelsmann. He joined AOL Germany as one of the first employees in 1995, where he was board member before being a partner at Benchmark Capital.
Klaus graduated with a Master's degree in Business Administration from University of Fribourg in Switzerland and holds a PhD degree („summa cum laude“) in Finance from the same university.
He was named "most successful European entrepreneurial private investor of the year" in 2006 by a group comprised of IESE, INSEAD and the University of St Gallen.
In 2011, Klaus was named the NOAH Internet Investor of the year. In 2013, Forbes ranked him first among European investors on the 2013, 2014 & 2015 MIDAS list.
- Manuel Leuthold, Verwaltungsratspräsident compenswiss Ausgleichsfonds AHV/IV/EO
- Vom Bundesrat gewählt, ist Manuel Leuthold seit dem 1. Januar 2016 als Verwaltungsratspräsident der Ausgleichsfonds AHV/IV/EO im Amt. Des Weiteren übt er verschiedene Verwaltungsratsmandate vor allem im Banken- und Immobilienbereich aus. Zudem ist er Präsident der Wirtschaftsförderung des Kantons Waadt. Zuvor war er während rund 4 Jahren als Group Chief Administrative Officer bei der Edmond de Rothschild Gruppe tätig. Von 1984 – 2011 war Manuel Leuthold über 27 Jahre in verschiedenen Funktionen für die UBS tätig, dies vor allem im Corporate Banking, in der Commodity- und Trade Finance. Als Mitglied der Geschäftsleitung von UBS Schweiz, leitete er den Bereich Firmenkunden und institutionelle Kunden in der Schweiz. Manuel Leuthold absolvierte einen Master in Rechts- und in Wirtschaftswissenschaften an der Universität Genf.
- Prof. Dr. Bernd Lucke, Mitglied des Europäischen Parlaments
- Prof. Dr. Bernd Lucke, Spitzenkandidat der Partei Liberal-Konservative Reformer für die Bundestagswahl 2017, ist seit 2014 Abgeordneter des Europäischen Parlaments. Als Mitglied des ECON-Ausschusses für Wirtschaft und Währung vertritt er eine kritische Position gegenüber dem Euro, den er als hauptverantwortlich für die derzeitige Krise der Europäischen Union ansieht. Zudem tritt er gegen die Zentralisierung der EU ein. Vor seinem politischen Engagement war er ab 1998 Professor für Volkswirtschaftslehre an der Universität Hamburg.
- Christoph Schenk, CIO Zürcher Kantonalbank
- Christoph Schenk ist seit 2014 Chief Investment Officer bei der Zürcher Kantonalbank. Der studierte Betriebs- und Volkswirtschafter (Universität Bern) und Chartered Financial Analyst (CFA) blickt auf eine 20-jährige Erfahrung im Anlagegeschäft zurück und bekleidete Führungspositionen unter anderem bei ABB, UBS und Credit Suisse. Neben einigen Mandaten im Stiftungs- und Verwaltungsrat, doziert Christoph Schenk nebenamtlich im Fach Wirtschaft an der Hochschule Luzern.
- Michael Strobaek, Global CIO Credit Suisse
- Michael Strobaek is a Managing Director of Credit Suisse in the International Wealth Management division. He is the Global Chief Investment Officer (Global CIO) and Head of Investment Solutions & Products, a unit that integrates the advisory, investment and delivery process.
Michael Strobaek joined Credit Suisse in May 2013, from a Swiss Family Office, where he was the Chief Executive Officer, the CIO and a Managing Partner.
Between 1996 and 2009, Mr. Strobaek was with UBS, where he was most recently the Head of Investment Management for UBS Wealth Management, and prior to that, the Global Head of Investment Solutions. Mr. Strobaek became a member of the UBS Group Managing Board in 2007.
Mr. Strobaek has more than 20 years of financial markets and managerial experience, overseeing international investment management operations. He started his business career as an Equity Analyst at Swiss Bank Corporation. Mr. Strobaek holds a M.Sc. degree in Economics and Business Administration from Copenhagen Business School, Denmark, and a CEMS Master degree in Finance from the University of Cologne, Germany. He is a CFA Charterholder and holds a CEFA / AZEK diploma.
PARTNER-SPRECHER
- James Clunie, Head of Strategy Absolute Return Jupiter Asset Management
- Kevin Daly, Senior Investment Manager Fixed Income – EMEA Aberdeen Asset Managers Switzerland AG
- Clive Emery, Product Director Multi Asset – Invesco Perpetual, Henley-on-Thames
- Roland Hausheer, Senior Portfoliomanager Swisscanto Invest by Zürcher Kantonalbank
- Gergely Majoros, Mitglied des Investment Komitees Carmignac
- Mark Munro, Portfolio Manager Total Return Credit Standard Life Investments
- Jorry Rask Nøddekær, Head of Emerging Markets / Lead Portfolio Manager Nordea Asset Management
- Stuart O'Gorman, Head of Global Technology Equities Henderson Global Investors
- Nick Samouilhan, Senior Fund Manager Multi-Asset Aviva Investors
- Willem van Dommelen, Lead Portfolio Manager Multi Asset Factor Opportunities NN Investment Partners
MODERATION
- Mark Dittli, Chefredaktor Finanz und Wirtschaft
DIE ZIELGRUPPE
Das Fund Experts Forum richtet sich an Entscheider aus dem Bereich Private Wealth Management (Banken, Family Offices, unabhängige Vermögensverwalter) sowie an Vertreter von institutionellen Anlegern (Versicherungen, Pensionskassen, Stiftungen) aus der Schweiz und Liechtenstein. Ein Anspruch auf die Teilnahme an der Konferenz besteht nicht.
