Institutional Investor Summit: DACH

Nov 7th - Nov 8th 2023
The Dolder Grand
Zürich
About

This symposium brings together asset owners from Switzerland, Austria and Germany to discuss investment as well as regulatory issues. We will hear case studies presented by the attending asset owners and have ample opportunity to discuss the topics during table discussions and in break-out groups. The setting is private and confidential, with all discussions being held under the Chatham House Rule.

 

Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found HERE.

Register Your Interest


Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.


Register for this Event

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Session Details
November 7, 2023

Day 1 - Morning Sessions
8:30 AM - 12:00 PM
Europe/Paris
Day 1 - Lunch Session
12:00 PM - 1:30 PM
Europe/Paris
Day 1 - Afternoon Sessions
1:30 PM - 5:00 PM
Europe/Paris
Day 1 - Cocktails & Dinner Session
5:00 PM - 8:00 PM
Europe/Paris
November 8, 2023

Day 2 - Morning Sessions
9:00 AM - 12:00 PM
Europe/Paris
Day 2 - Lunch
12:00 PM - 1:00 PM
Europe/Paris

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Previous Agenda

Last years agenda included discussion topics such as:

  • How much should macro changes impact your portfolio construction?
  • How much complexity should you hold in your portfolio?
  • How much should climate change be integrated into top-down or bottom-up strategic asset allocation?
  • How our SAA derivatives overlay is performing through the current downturn
  • How we balance our liquid exposures at a time of macro change
Previous Attendees

In 2022, we welcomed over 40 senior investment officials from the DACH region:

Partner, Portfolio Analyst Albourne Partners

Country Head Investment Switzerland Aon

Head of Investments, Treasury and ALM Assura Group

Head of Liquid Assets AURETAS family trust

Key Account Manager Avadis Vorsorge AG

Head of European Pensions Practice Cambridge Associates GmbH

Managing Director Cambridge Associates

Head of Investment-Consulting/Controlling Complementa Investment-Controlling AG

Partner Crossbow Partners AG

Head Asset Management GastroSocial Pensionskasse

Co-CEO KfW Capital

Head of Investment and Risk Department Kosovo Pension Savings Trust

Director, Investments Mercer

Head of Investment Consulting Mercer

Portfolio Manager MW Investment Services

Leiter Anlagen NEST Sammelstiftung

Head of Alternative Investments & External Mandates Novartis International AG

Senior Consultant Ortec Finance

Senior Investment Consultant Ortec Finance

Head of Investments/Deputy CEO Pensionskasse der Stadt Winterthur

Head of Manager Selection Pensionskasse SBB

Investment Analyst PG3 AG

Head of Portfolio Management Retraites Populaires

Head Investment Sammelstiftung Vita

Deputy Head of Legal and Compliance Sammelstiftung Vita

Regional Pension Manager SWE & Africa Siemens Schweiz AG

Managing Partner SIGLO Capital Advisors AG

Founder & CEO Spire Capital

Managing Director Sussex Partners AG

Partner Swisscom Ventures

Managing Director Taunus Trust GmbH

Investment Advisor TruVenturo

Partner Manager TruVenturo

Real Estate and Private Markets Analyst UBS

Partner VALUEworks

Director, Manager Research Solutions Van Lanschot Kempen

CEO VeF Vorsorgeeinrichtung des Flugpersonals der Swissair

Investment Committee Member Virginia Retirement System

Actuarial Analyst WTW

Head Investment WTW

Managing Director / Partner YIELCO Investments AG

Asset Allocator YIELCO Investments AG

Director, Senior Investment Analyst Zurich Insurance Company Ltd

Junior Investment Analyst Zurich Insurance Company Ltd

Contact

For Asset Owners interested in participating, please contact:

Sara Hegan

Deputy Head of Investor Relations
+44 (0) 207 303 1727
sara.hegan@iilondon.com

For Asset Managers interested in membership opportunities, please contact:

Stefanie Sables

Executive Sales Director
+44 (0) 207 303 1712
ssables@iilondon.com