SmartMoneyMatch>Events>Professional Investment Conference 2015

 

2nd Annual Conference on Professional Investment Zurich

 

15th - 16th November 2016

Hotel Park Hyatt in Zurich, Switzerland

 

 

Attendance fee: 1.940,00 CHF net (plus VAT)

 

 

Agenda

1st Day of Conference: 15th November 2016

Simultaneous Translation German-English/English-German 

Moderator: Dr. Thomas Steinemann, Privatbank Bellerive AG, Zurich, Switzerland


8:00 a.m. Reception with Coffee, Tea and Pastries
8:45 a.m. Welcome Address and Introductory Words
 

Module 1: Prospects for the Global Economy, Switzerland and the Capital Markets

9:00 a.m. Monetary Policy Outlook in Times of Strong Movements of Refugees

  • Will appreciation pressures on the Swiss franc persist?
  • After Grexit and Brexit – what will happen next to the Euro?
  • What is the impact of low interest rates?
  • What are the macro-economic effects from the strong movements of refugees on Switzerland, Europe and the neighboring regions?

Prof. Dr. Thomas Straubhaar, University of Hamburg, Germany
 

10:00 a.m. 3 Strategists, 3 Opinions: Macroeconomic Climate and Current Investment Opportunities for 2017

  • Will sustainable reflation of the global economy be achieved after seven years of deflation?
  • Will the ECB be able to start reducing bond purchases in 2017?
  • Commodities: only temporary recovery of prices, following a bear market, or a multi-year price rally?
  • What are the effects of the negative interest rates in Switzerland and Europe?
  • Will the Brexit push Europe into a recession or even tear it apart?
  • How much will the global economy be stressed by the rise in interest rate in the US?
  • The debt supercycle – is China the next candidate for a balance sheet recession?
  • After the election is before the election – will the "political market" persist?

Christophe Bernard, Vontobel Asset Management, Zurich, Switzerland
Christian Gattiker-Ericsson, Julius Bär, Zurich, Switzerland
Christoph Schenk
Zürcher Kantonalbank, Zurich, Switzerland
 

11:30 a.m. Coffee Break
 

11:55 a.m. Commodities and Geopolitics – Two Sides of the Same Coin?

  • Commodities are not scarce, but unevenly distributed
  • Struggle for resources is a long-term phenomenon
  • Following the decline of the oil price and the production of shale oil in the US, the geopolitical situation changes
  • Ethnic, not political, borders will in the long term be crucial
  • A game-theoretic approach to explain the long-term OPEC behavior
  • Are commodities "predictable" at all?

Eugen Weinberg, Commerzbank, Frankfurt am Main, Germany
 

12:45 p.m Lunch Break
 

Module 2: The Future of Institutional Asset Management

2:15 p.m Taking a Broader View: the Future of the Asset Management Center Switzerland

  • Overview of asset management activities in Switzerland – who are the asset owners and asset managers in Switzerland?
  • Regulatory convergence in the EU zone – conclusions for the Swiss asset management industry
  • Swiss asset management – fit for export?
  • Institutional asset management – a chance for Switzerland?

Markus Fuchs, Swiss Funds & Asset Management Association SFAMA, Basel, Switzerland
 

3:00 p.m. The Future of Institutional Investment Management in the Largest Pension Market in Europe

  • UK pension fund market: shape and size
  • Key developments: how the UK pension fund market is changing
  • What Swiss investors can learn from their UK peers
  • UK pension fund needs
  • Opportunities for fund managers and institutions

Ruston Smith, TESCO Pension Fund, Welwyn Garden City, Great Britain
 

4:00 p.m. Coffee Break
 

Module 3: How to Make Smart Investment Decisions Systematically

4:30 p.m. PANEL DISCUSSION: Fresh Approaches to Manager Selection

  • What do historic investment results mean for the selection of managers?
  • What quality influencing factors are important for the future alpha?
  • How do management fees influence selection decisions?
  • In which asset classes is the selection of managers particularly rewarding?
  • What are the key factors for successful manager selection?

Dr. Jochen Kleebergalpha portfolio advisors, Bad Soden am Taunus, Germany
Lukas Riesen, PPCmetrics, Zurich, Switzerland

Michael Simmeth, LGT Capital Partners, Pfaeffikon, Switzerland
 

5:15 p.m. Think Clear, Act Appropriately – Mistakes in Reasoning and Errors in Making Investment Decisions, which You Should Leave to Others

  • Why do we always make the same mistakes in reasoning?
  • Why success blinds us
  • "Think independent" vs. "Wisdom of the Crowd" – what is better?
  • How to improve the quality of your decisions
  • When is it safe to rely on intuition and when is it not?

Dr. Rolf Dobelli, best seller author and entrepreneur, Zurich, Switzerland
 

6:00 p.m Apéro
 

7:00 p.m. Evening Event with Martin Iarrera, Magician
 

2nd Day of Conference: 16th November 2016

Simultaneous Translation German-English/English-German 

Moderator: Peter Hody, finews.ch, Zurich, Switzerland


8:00 a.m. Reception with Coffee, Tea and Pastries
8:55 a.m. Welcome Address and Introductory Words
 

Module 4: The World of Tomorrow: How will Artifical Intelligence and Neurofinance Change the Financial Industry?

9:00 a.m. Artifical Intelligence will Change Everything – also the Financial Industry

  • Do the artificial and neural networks of today outperform man in identifying patterns in big data volumes?
  • Advances in recognizing patterns in financial data can improve price forecasts
  • Are the 2.0 artificial neural networks vision or reality for portfolio management?
  • Is the end of history, dominated by homo sapiens, in sight?

Prof. Dr. Jürgen Schmidhuber, Swiss AI Lab IDSIA, Lugano, Switzerland
 

10:00 a.m. PANEL DISCUSSION: Artificial Intelligence, Neurofinance and Big Data – the Future of Portfolio Management

  • Artificial intelligence or a better understanding of human intelligence – what will influence the financial industry in the future?
  • The big data revolution – is big data the new CIO?
  • Man vs. machine: what is the royal road?
  • Artificial intelligence and neuro-finance: how do these sectors influence each other?
  • What weaknesses do these two approaches currently still have?

Alfons CortésUnifinanz Trust, Vaduz, Liechtenstein
Dr. Hendrik Leber, ACATIS Investment, Frankfurt am Main, Germany

Dr. Murat Ünal, SONEAN, Kronberg im Taunus, Germany


10:45 a.m. Coffee Break
 

Module 5: New Ideas for the Zero Interest World

11:15 a.m. Investing in Aircraft and Infrastructure – Options and Consequences for Institutional Investors

  • What are the major real asset markets and their characteristics?
  • Can realistic return profiles be expected?
  • No free lunch – what are the risks and side effects of real assets
  • Nominal vs. effective – what amount of regulatory risk capital (SCR) has actually to be provided for real assets
  • Active asset management pays off: case study of an aircraft investment

Gert Waltenbauer, KGAL Gruppe, Grünwald, Germany
 

11:55 a.m. Art as an Alternative Investment for Institutional Investors?

  • Specifics of the evaluation of art works
  • Art markets and their correlation to the financial markets
  • Aspects of art management
  • Art for institutional investors?

Dr. Bertold Müller, Christie’s Zurich, Zurich, Switzerland
 

12:45 p.m. Lunch Break
 

2:15 p.m. PANEL DISCUSSION: How Do Investors Cope with Permanently Low Interest Rates in a Changing Regulatory Environment

  • What are currently the three biggest risks for capital investments?
  • How does the future of the Swiss franc look like and what are the consequences for investors?
  • What is the impact of a permanent low-interest environment on investors in Switzerland?
  • Are alternative investments the right answer to low interest rates?
  • How far does the regulatory framework restrict the management scope?
  • Which investment opportunities do currently offer the most attractive risk/reward ratio?

Dr. Dominik Irniger, Pensionskasse SBB, Bern, Switzerland
Christian Nistler, Syngenta International, Basel, Switzerland 
Patrick Uelfeti
Pensionskasse des Bundes PUBLICA, Bern, Switzerland 

 

Module 6: SRI Investing: What are the Costs of a Clear Conscience?

3:15 p.m. Sustainability in the Financial Industry – Utopia or Reality?

  • Is sustainable investing possible at all?
  • How can sustainability be measured?
  • Comparison of returns: sustainable vs. conventional investments
  • Transformation into a sustainable financial system

Antoinette Hunziker-Ebneter, Forma Futura Invest AG, Zurich, Switzerland
 

3:45 p.m. PANEL DISCUSSION: SRI Investing – Chance or Additional Costs in Times of Zero Interest Rates?

  • Is sustainability still an important ecological or economic topic for the future or has it already been overtaken by reality?
  • Which macroeconomic implications does sustainable investing have?
  • The situation of people in commodity producing countries – how far does sustainability go?
  • Will changes be achieved by doing without buying shares?
  • Sustainability as a chance in times of low interest rates and high volatility

Pius FritschiLGT Capital Partners, Pfaeffikon, Switzerland
Antoinette Hunziker-Ebneter, Forma Futura Invest AG, Zurich, Switzerland

Peter Signer, NEST Sammelstiftung, Zurich, Switzerland
 

4:30 p.m. End of Conference and Farewell to Participants

 

 

International Keynote Speaker

 

Christophe Bernard

Christophe Bernard

Christophe Bernard joined Vontobel Asset Management in February 2012. He is Head of the Multi Asset Class Investing boutique (MACI) and Chairman of the Investment Committee responsible for Vontobel‘s investment strategy. From 2005 to January 2012 he was Chief Investment Officer (CIO) and Member of the Bank Executive Committee at Union Bancaire Privée. Previously, Christophe Bernard worked from 1991 to 2005 at Deutsche Asset Management (DeAM) where he was heading the Equity Portfolio Management from 1997 to 1999. In 2000 he was appointed to CIO Germany and in 2002 to CIO Europe. Christophe Bernard holds a degree from University of ESSEC in Paris. He majored in corporate finance, financial statements and securities markets.

Alfons Cortés

Alfons Cortés

Since 1988 Alfons Cortés has been a member of the Board of Directors of Unifinanz Trust reg., Vaduz, a company that was founded in 1952 and he has been its managing partner since 2006. Since 1971 he has also been the Chairman of Unifinanz AG, Sevelen, a company that was founded in 1966. In the above mentioned functions he is responsible for the asset management of (U)HNWIs. He is also member of the investment strategy committees of various institutional asset managers. Alfons is an expert in the field of Behavioural Finance and since 1993 has held over 500 presentations and lectures across Europe and Asia, among others at the Universities in Zurich, Uppsala, Siena and Hong Kong. In addition to this on various occasions he travelled to give lectures together with Daniel Kahnemann and Vernon Smith, who in 2002 were both awarded the Nobel Prize in Economic Sciences for their research into Behavioural Finance and Economic Experiments respectively. Alfons Cortés is also on the board of the Heinz & Mia Krone Foundation (www.krone-stiftung.org) and member of the board of the Ursula Zindel-Hilti Foundation (www.uzh-foundation.org). From 1989 until 2013 Alfons wrote a weekly column in the Finanz und Wirtschaft Zeitung, which since 2013 is published biweekly.

Dr. Rolf Dobelli

Dr. Rolf Dobelli

After studying business administration at the University of St. Gallen and receiving his PhD, Rolf Dobelli held leading positions in the economy, such as Chief Financial Officer and Managing Director of various subsidiaries of Swissair. He also acquired his commercial pilot license. In 1999 he founded his own company Get Abstract, which has become the largest provider of compressed economic literature worldwide.

On his 35th birthday Rolf has started writing with great success. Several of his non-fiction books and novels became international bestsellers. His most famous work “The Art of Thinking Clearly”, led the bestseller list of "Der Spiegel" for more than six months.

Pius Fritschi

Pius Fritschi

Pius Fritschi is a Managing Partner at LGT Capital Partners and on the client side responsible for alternative investment strategies. Prior to joining LGT, he was more than 15 years a partner at McKinsey&Company where he supported banks, insurances and asset managers in various fields. In 2006, he changed to Horizon21, becoming a partner and Deputy CEO of the Hedge Funds Division. Pius Fritschi holds a master diploma in economy and business administration from the University of Basel.

Markus Fuchs

Markus Fuchs

Markus Fuchs has been working in the fund and asset management industries since 1992. In the nineties, he built up and headed the product and fund services department of Bank Hoffmann, at that time a subsidiary of the Credit Suisse Group. CEO and chairman of the board of directors of Swiss Life Funds AG, he headed the fund product management division of the Swiss Life Group from 2000 to 2004. He then joined UBS AG as managing director (Global Wealth Management & Swiss Bank/Products & Services) where he had the overall responsibility for proprietary hedge fund products. Having become senior counsel at Swiss Funds Association SFA in November 2010, his main activities now focused on asset management and alternative investments. In July 2013, he took over the management of SFA which, from that date, has operated under the name of Swiss Funds & Asset Management Association SFAMA. He holds a degree in economics from the University of Zurich and received an Executive MBA from the Institute of International Management Development (IMD) in Lausanne.

Christian Gattiker-Ericsson

Christian Gattiker-Ericsson

Christian Gattiker-Ericsson, CFA, CAIA, is chief strategist and global head of research at Bank Julius Baer & Co. Ltd. Previously, he held positions at other Swiss banks including global equity strategist, equity analyst and economic editor. Mr. Gattiker-Ericsson's research has included the analysis of global industrial sectors, equity strategy, and investment decisions across asset classes. He is a leading economic commentator for Julius Baer in the media, known for his contributions on CNBC and Bloomberg as well as to newspapers such as the Financial Times, the Wall Street Journal and Frankfurter Allgemeine Zeitung). He holds a degree in economics from the University of Berne.

Peter Hody

Peter Hody

Peter Hody is Vice Editor-in-Chief at finews.ch, where he has worked since 2013. Before that, he held various management positions at economic and finanical media fields, including Vice Editor-in-Chief at "Cash" and Editor-in-Chief at "Stocks". Prior to that, he worked in Zurich for the Associated Press and reported as a correspondent for RTL/Pro Sieben. He is a historian and holds a MBA Media Management from Hamburg Media School.

Antoinette Hunziker-Ebneter

Antoinette Hunziker-Ebneter

Antoinette Hunziker-Ebneter is since 2006 CEO and founding partner of Forma Futura Invest AG, an independent asset management company for private and institutional clients, with a focus on investments which are financially sound and promote a sustainable quality of life. Since May 2015, she is Chairwoman of the Board of Directors of Berner Kantonalbank AG (BEKB). Antoinette Hunziker-Ebneter has 30 years of experience in finance and risk management. As a member of the executive group management at Bank Julius Baer & Co. Ltd., she was Head of Trade and Sales until 2005. Previously, she headed the Swiss Stock Exchange. In the mid-1990s, Antoinette was responsible for developing and commissioning the Swiss Electronic Exchange. She holds a licentiate in business administration from the University of St. Gallen (lic.oec. HSG) and a diploma from the Swiss Banking School. In addition to her occupational activities, Antoinette Hunziker-Ebneter, as co-founder, is engaged in the waterkiosk foundation, in projects providing support in gaining access to clean drinking water in emerging countries.

Dr. Dominik Irniger

Dr. Dominik Irniger

Dominik Irniger (46) is Head of the Asset Management Team and Member of the Board of Management of the SBB pension fund. The team is responsible for the derivation of decision criteria to determine asset allocation. It also selects external asset managers and is accountable for the operating control of assets. Dominik is in this role since 2013. Previously, he held for 12 years several functions at Zürcher Kantonalbank where he headed Fund Research from 2001 to 2008, Quantitative and Bond Research from 2008 to 2010, and Quantitative Portfolio Management from 2010 to 2013. Another important milestone in his career was Credit Suisse Group from 1995 to 2000, where he was responsible for various projects within the scope of enhancing the reporting and analysis systems in the Global Custody and Asset Management divisions. He studied business administration at the University of Zurich from 1989 to 1994, finishing these studies with the lic. oec. publ. degree, and financial economics at the University of St. Gallen from 1995 to 2000, where he received his Dr. oec. degree. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder.

Dr. Jochen Kleeberg

Dr. Jochen Kleeberg

Dr. Jochen Kleeberg is founding partner and managing director of alpha portfolio advisors. He is responsible for manager selection. Until the end of 1996 he headed the German office of Barra International where he had been employed since 1991. Dr. Kleeberg studied business administration at the University of Münster where he also earned his doctor's degree in finance. He is a frequent speaker at industry conferences as well as seminars and is also co-editor of four handbooks all published by Uhlenbruch Verlag: "Hedge Funds" (2005), "Asset Allocation" (2003), "Portfolio Management" (2002) and "Spezialfonds" (2000).

Dr. Hendrik Leber

Dr. Hendrik Leber

Dr. Hendrik Leber studied business administration in Saarbrücken, St. Gallen (Switzerland). Syracuse and Berkeley (USA). Before he founded ACATIS in 1994, he was employed by Bankhaus Metzler from 1989 to 1994 and McKinsey management consulting from 1984 to 1989. Dr. Leber is responsible for portfolio management at ACATIS.

Dr. Bertold Müller

Dr. Bertold Müller

Dr Bertold Müller has been managing Christie’s Zurich since 2012. Prior to joining Christie’s, he worked as an attorney at law in Zurich and London as well as in an art advisory capacity in Zurich. Bertold Müller’s focus as a lawyer was on art and inheritance law. Bertold Müller holds a PhD in Law (University of Zurich), a Master of Laws (LLM; Harvard Law School) and a Master’s in Fine and Decorative Art (University of Manchester).

Christian Nistler

Christian Nistler

Christian Nistler is Head of Pensions Advisors & Trading at Syngenta. He is a member of the Investment Committees of the group's major pension plans, coordinating the implementation of investment strategies, the selection of asset managers and their monitoring. In addition, he advises on the design of pension plans and organizes in-house workshops with the objective to increase knowledge of pensions, especially that of the members of the Board of Trustees. He is also a member of the Treasury Leadership Team. In Treasury, he manages the Cash Management and Trading Team which is responsible for cash flow forecast, investing of in-house funds and trading of financial products (including currency and interest-rate derivatives) with banks. Before joining Syngenta in 2005, he held for more than 7 years several functions within the Siemens concern: He started with financial budgeting in Corporate Finance, then became Portfolio Manager, Stocks at Siemens Kapitalanlagegesellschaft, and later Head of Portfolio Management, Corporate Bonds. Christian Nistler is a CFA Charterholder. He studied business administration at Ludwig-Maximilians-Universität in Munich with a focus on finance and capital market theories.

Lukas Riesen

Lukas Riesen

Lukas Riesen studied economics with focus on econometrics at the University of Berne and is a CFA charter holder. He is a partner of PPCmetrics AG and division manager asset liability management. He worked at an IT company as well as for a a start-up advisor for several years. Furthermore, he is a lecturer at the Lucerne University for Applied Sciences and AKAD Banking and Finance, Zurich.

Christoph Schenk

Christoph Schenk

Christoph Schenk is Chief Investment Officer of Zürcher Kantonalbank. He has been working for over 20 years in the fields of Asset Management and Pension Funds. He holds a Master in Business Administration and Economics of the University of Berne. He is also a Chartered Financial Analyst (CFA) of the CFA Institute, Charlottesville USA. Christoph was the founder and delegate of the Board of Directors of Avadis Vorsorge AG (previously ABB Vorsorge AG), Managing Director of the UBS and the Alstom Power pension funds, Chief Investment Officer at Credit Suisse Asset Management and UBS Wealth Management. He was also a member of several Boards of Trustees and Directors. Since many years he is associate professor at the Lucerne University of Applied Sciences and Arts. He is a member of the Board of Directors and President of the Corporate Governance & Strategy Committee of SVA Aargau. In addition, he is a member of the Advisory Board Banking & Finance at University of Applied Sciences in Business Administration Zurich.

Prof. Dr. Jürgen Schmidhuber

Prof. Dr. Jürgen Schmidhuber

Already at the age of fifteen, Prof. Schmidhuber had wanted to build an optimal scientist. To multiply the little creativity he got, he first wants to create a scientist better than himself who allows him to retire. His research group for Artificial Intelligence (AI) has pioneered in the field of deep neural networks since 1991. They won nine international competitions, more than any other AI team worldwide, and received seven independent best paper/best video awards. They were the first who achieved results in superhuman pattern recognition and established the field of optimal universal AI and general problem solvers. Schmidhuber's formal theory of creativity explains for the first time art, science, music, and humor. He generalized the algorithmic information theory and the many-worlds theory of physics to obtain an elegant minimum theory of all computable universes. Google, Apple, Micorosoft, IBM, and many other leading companies use today the automatic learning methods developed by his team at the AI lab IDSIA (USI & SUPSI, ex-TUM CogBotLab) in Switzerland. In 2013, Prof. Schmidhuber was the Helmholtz Prize of the International Neural Network Society (INNS).

Peter Signer

Peter Signer

Peter Signer works since 2008 as Head of Investment at NEST Sammelstiftung. Before joining NEST Sammelstiftung he worked at St. Galler Kantonalbank and Raiffeisen Switzerland in different management positions. Peter Signer was in charge of setting-up the funds business structure for Raiffeisen funds. Due to cooperation change to DZ Privatbank, Zürich, he was as Vice President, responsible for product management. Peter Signer has more than thirty years experience in Private Banking.

Michael Simmeth

Michael Simmeth

Michael Simmeth is a Principal at LGT Capital Partners Ltd. and Co-Head of Multi-Style Competence Center. Mr. Simmeth initially joined LGT Asset Management in Frankfurt in 1995 as a senior quantitative analyst and rejoined LGT, Switzerland in 2002. Prior to joining LGT in 2002, Mr. Simmeth managed funds-of-funds at DWS in Frankfurt am Main. Mr. Simmeth began his career as a quantitative analyst in Fixed Income research of DIRI (Dresdner Bank) in Frankfurt am Main. Mr. Simmeth has a Masters degree in Mathematics, Economics and Econo-mathematics from University of Ulm (Germany) and Syracuse University, NY (USA). He is fluent in German and English.

Ruston Smith

Ruston Smith

Ruston joined Tesco as Group Pensions Director in December 2002. In this role he’s accountable for running the group's many schemes, including the in-house administration of benefits for over 350,000 members in the UK Pension Scheme and the investment of the £10bn of UK assets managed by Tesco Pension Investment, an internal FCA approved company, of which he is CEO. As well as being a Trustee for some UK and International schemes, he is also accountable for the strategic development of the Pensions Policy of Tesco on a global basis. Whilst also responsible for Group Insurable Risk, the other responsibilities during his time at Tesco, include HR systems, Payroll, Employee Relations, Global Mobility, Health & Wellness, Executive Reward, Pay and Benefits. Before joining Tesco, Ruston was a Director and Company Secretary at PZ Cussons, where he was also responsible for their group pensions, property, legal and insurance. Ruston is a Non Executive Director and recent past Chairman of the National Association of Pension Funds (NAPF), a Director of Standard Life's Master Trust Company, a Director of the People’s Pension Master Trust, a Trustee Director of GroceryAid, a Governor of the Pensions Policy Institute and is on the MBA Advisory Board of the Manchester Metropolitan University’s Business School. Ruston chairs the DC Governance Committee and is the Chairman elect of the Trustee Board and Investment and Risk Committee of the Tesco Pension Fund. He has an MBA, is a Fellow of the Pensions Management Institute and a Fellow of the Institute of Management.

Dr. Thomas Steinemann

Dr. Thomas Steinemann

Thomas Steinemann is Chief Investment Officer at Privatbank Bellerive AG in Zurich. From 2000 until 2012 he was Chief Investment Officer of Vontobel Group, a leading Swiss bank. From 1992 until 2000 he had various leading functions within Credit Suisse, finally as Head of investment strategy and Chairman of the investment committee. Thomas studied economics at the University of Zurich and his Ph.D. at the Institute of empirical economics 1992 was on the pro and cons of a European Monetary Union.

Prof. Dr. Thomas Straubhaar

Prof. Dr. Thomas Straubhaar

Prof. Dr. Thomas Straubhaar is since 1999 Professor of Economics at the University of Hamburg, focusing on international economic relations. He heads the Europa-Kolleg Hamburg. Since September 2013, he is a non-resident fellow of the Transatlantic Academy in Washington, D.C. He was a Theodor Heuss Visiting Professor at ITAM and UNAM in Mexico City. Thomas Straubhaar studied economics at the University of Bern where he received his Dr. rer. pol. degree in 1983 and completed his habilitation in 1987, after a research period, at the University of California in Berkeley. He was a Visiting Professor at the universities of Bern, Constance, Basel and Freiburg i.Br. and a Professor for Economics at the Helmut-Schmidt-University (HSU), Hamburg. He was President of the Hamburg Archive of International Economics (HWWA) from 1999 to 2014, thereafter Head of the Hamburg Institute of International Economics (HWWI). His main fields of research include international economic relations, especially transatlantic relations, and population economics with a focus on migration.

Patrick Uelfeti

Patrick Uelfeti

Patrick Uelfeti is the deputy CIO of PUBLICA, the pension fund of the Swiss Government. His responsibilities include portfolio management, the selection and monitoring of external managers, and the development and implementation of the investment strategy. Prior to joining PUBLICA Asset Management in 2010, Patrick held various senior positions in research at Clariden Leu, a Swiss private bank. He started his career as an economist for the US Embassy in Bern, Switzerland. Patrick has completed his undergraduate studies at the University of Geneva and holds a Master of Science in Economics from HEC Lausanne and a Master of Advanced Studies in Environmental Technology and Management from the University of Applied Sciences and Arts Northwestern Switzerland (FHNW). He is a CFA charterholder, a lecturer at FHNW and president of the Swiss Association for Responsible Investments, SARI.

Dr. Murat Ünal

Dr. Murat Ünal

Murat is an Advisory Board Member of WHU and a Member of the International Network for Social Network Analysts. He is also an Advisory Board Member of Itijah (Common Purpose) as well as a Trustee of Common Purpose`s board in Frankfurt-Germany. He is furthermore an Editorial Board Member of the Journal in Network Theory in Finance. With a group of professors from across the globe he created a very fine team of academics (called SNA at Work) dedicated to the application of social network analysis (SNA) aiming to make SNA a standard source for competitive/ecosystem intelligence and a basis for decision making, going beyond financial and non-financial (ESG) data. Since 2001, as the founder of Funds@Work AG, a pioneering and innovative strategy consultancy for the investment industry, he has been in charge with his team for over 250 international projects. In 2013 he set up SONEAN to provide institutional investors as well as corporate decision makers with unique social network analytic insights alongside their investment and decision making processes. SONEAN was designated as "innovative young company" by the German Federal Ministry for Economic Affairs and Energy in 2015 and complements Funds@Work's work uniquely.
Together with his team he has won over two dozens of international, presidential, and other awards for his network analytic research and consulting work. 
Murat graduated from the Uni of Adelaide/Australia with a B.Com degree. He holds an M.B.A degree from Kellogg/USA and WHU/Germany and its network programs at Tel Aviv Uni/Israel and Hong Kong Uni of Science and Technology/China SAR. Murat further has a LL.M. degree from the School of Law at Northwestern Uni in Chicago and a Doctorate in Business Administration from IE Business School in Madrid specializing in social network analysis (SNA). He regularly lectures at leading universities internationally focusing on the unique application of SNA.

Gert Waltenbauer

Gert Waltenbauer

Gert Waltenbauer is CEO of the KGAL Group in Grünwald near Munich and Member of the Management Board of bsi Bundesverband Sachwerte und Investmentvermögen e.V. in Berlin. Gert Waltenbauer is an economics graduate with long-standing profound expertise in the financial services sector. He specialises in real asset investments and has worked for the KGAL Group, a German asset and investment manager, for over 20 years. The company has been initiating and managing long-term real capital assets with sustainable and stable returns since 1968. Its portfolio of services comprises the design and management of funds for institutional investors. The quality of KGAL products in the core asset classes of real estate, aviation and infrastructure is based on the experience of its in-house experts. As of December 2015, the KGAL Group managed an investment volume of EUR 21.7 billion. It currently manages capital for 99,000 investors (including multiple subscriptions) with investments in 116 active limited partnership funds. Investors have entrusted EUR 7.3 billion in equity capital to KGAL for these funds. The KGAL Group has 337 employees.

Eugen Weinberg

Eugen Weinberg

Eugen Weinberg heads since March 2007 the Commodity Research Team at Commerzbank. He was born in Russia where he received his diploma as a financial mathematician at the Moscow State University. After his subsequent MBA studies, he was a fund manager and commodity analyst at BW-Bank in Stuttgart, Germany. Later he worked at DZ Bank in Frankfurt where he built up the commodity research function. At Commerzbank, he and his team are mainly responsible for providing forecasts and strategies in the commodity area.

 

 

Venue and Hotels

 

Park Hyatt Zurich
Beehoven-Strasse 21
8002 Zurich, Switzerland
Phone: + 41 43 883 10 22


Accomodation

A limited number of rooms has been allocated at the hotels listed below. Please reserve directly with your desired hotel, making reference to this conference (keyword: Uhlenbruch Verlag / Annual Conference on Professional Investment).

Park Hyatt Zurich
Beehoven-Strasse 21
8002 Zurich, Switzerland
Phone: + 41 43 883 10 22

CHF 520 single room incl. breakfast, plus CHF 2.50 city tax

Hotel Glaernischhof
Claridenstrasse 30
8022 Zurich, Switzerland
Phone: +41 44 286 22 22

CHF 285 single room incl. breakfast, plus CHF 2.50 city tax

Fleming's Hotel Zurich
Brandschenkestrasse 10
8002 Zurich, Switzerland
Phone: +41 44 4000 251 

CHF 185 single room incl. breakfast, plus CHF 2.50 city tax


Please note: The attendance fee does NOT include accommodation costs.

 

Please note: The attendance fee does NOT include accommodation costs.

 

 

Contact

 

Mrs. Kerstin Straube

Event ManagementKerstin Straube Uhlenbruch

Phone +49 6196 76 45 90

Fax +49 6196 76 45 959

Email info@uhlenbruch.com or visit the event website

 

Uhlenbruch Verlag GmbH

Wiesbadener Weg 2a

65812 Bad Soden am Taunus

Germany