FOR PROFESSIONAL INVESTORS ONLY
Location: Zunfthaus zur Schmiden, Marktgasse 20, 8001 Zurich
Date: October 29, 2024
Dear Partners, Sponsors, and Interested Parties,
We are delighted to invite you to our next Investor Focus Roundtable, which will take place on October 29, 2024, at Zunfthaus zur Schmiden. Our experts will present the latest global and sustainable investment strategies. The event will feature presentations from renowned companies and an engaging panel discussion.
09:30 – 09:45 | Registration of guests
09:45 – 09:50 | Welcome from SFP
09:50 – 10:45 | Panel
With renowned CIOs and experts from leading global banks and insurance companies we are going to discuss the state of global macroeconomy, and impact of geopolitical and other risks on investment portfolios. How leading banks and insurance companies manage their portfolios and navigate those risks, what challenges and opportunities they see in the year ahead, what forecasts they can give us? Our respected speakers will discuss their strategic views for asset allocation and portfolio positioning. We are proud to have among our panelists the Chief economist of Swiss life asset management, Mr. Mark Brütsch, who was awarded multiple times for Consensus Economics for best economic forecasting for Switzerland and Eurozone. We are also proud to host experts from other big global banks and curious to know their position on strategic allocation.
Panel discussion: General Market Outlook and forecasts for the next 12 months
Moderator: Natalia Voychuk
Panellists:
- Mark Brütsch, Chief Economist, SwissLife Asset Management
- Maryann Umoren Selfe, Head of Investment Solutions, Banque International Luxembourg (Suisse)
- Onur von Burg, CIIA, Head of Discretionary Mandates, Banque Heritage
- Florian Roger, Head of CIO and Asset Allocation, BNP Paribas
10:45 – 11:10
Company: Crossbow Partners
Title: Opportunities in the Commodity Market: Market Neutral and Profitable Through Every Market Phase
Speaker: Armin Vogel (German)
In an environment of highly valued stock markets and high correlations across asset classes, particularly during risk-off phases, commodities offer rare and valuable diversification. Our active, market-neutral commodity strategies leverage market volatility, regardless of direction. Supported by experienced experts focused on niche strategies, these approaches generate non-correlated returns and prepare your portfolios for upcoming market fluctuations.
11:10 – 11:25 | Break
11:25 – 11:50
Company: Corum Vermögensverwaltung AG
Title: Global Equity and Bond Portfolio Investment Certificates
Speakers:
Michel Schwarz (German)
Natalia Voychuk (English)
The Global Equity investment certificate combines a High Conviction Analysis, combining in-depth quantitative and qualitative research, including average analyst recommendations, target prices, and trend analysis. Drawing from a global universe of approximately 1,000 high-quality stocks, the strategy employs rigorous pre-selection filters, such as ESG criteria, and integrates both internal and external research. The portfolio is composed of 50-80 leading global companies with strong growth potential, carefully selected based on high scoring criteria and weighted according to market capitalization and forward-looking outlooks. Additionally, the portfolio is always hedged to protect against market crashes, such as the "Corona Crash" and other similar events.
The Bond Portfolio Investment Certificate is designed for professional and institutional investors with conservative approach and focused on wealth preservation. The certificate invests into new subscriptions of investment grade bonds with attractive returns and aims to deliver 5-6% of coupon return. Being highly liquid and well diversified it is a great asset both for individual and institutional investors.
11:50 – 12:15
Company: DNB
Title: Sustainable Investments for Tomorrow: Insights into the DNB Renewable Energy Strategy
Speaker: Stian Ueland (English)
In this presentation, we look behind the scenes of the strategy and analyze how targeted investments in renewable energy can unlock both ecological and financial opportunities. Where do we see the potential along the value chain in the fields of energy, electrification, and resource efficiency? After four challenging years, is now the right time for a comeback?
12:15 – 14:00 | Lunch & Networking
As the number of participants is limited, we recommend securing your place early. We look forward to welcoming you to our event.
