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Swiss JPK - Lausanne

March 10th, 2020

Theme 2020: The Financial Expression of Value

The Annual Conference on Professional Investment in Lausanne is the central event of the institutional asset management industry in Switzerland. Here, senior professionals from the asset management industry attend top lectures, discuss current issues and make valuable contacts.

Profile of the conference:

  • Unique: Top representatives of international capital markets research meet with pracitioners
  • Focused: Concentration on topical questions relating to asset management
  • Target-group oriented: investors, representatives of asset management companies, banks, consultants, familiy offices, insurances
  • Competent: high-profile lectures and expert audience

Should you not be able to attend in Lausanne please block: March 5, 2020 in Zurich for the sister-event at Museum für Gestaltung/Museum for Design, Ausstellungsstrasse 60 in Zurich. Visit event page

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Daniel Andres

Spicehaus Partners AG
Daniel has over thirteen years of experience in corporate & institutional banking, as an entrepreneur and investor. He worked in Zurich, Geneva and London and was the Head Global Markets Sales for Switzerland at BNP Paribas. In 2014, he successfully co-launched dakuro GmbH, a Swiss SME focusing on health and safety equipment. For more than seven years, he has been an active venture capital investor in various startups, mainly in the technology sector. Daniel holds an M.A. in Banking and Finance from the University of St. Gallen (HSG).
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Colinne S. Bartel

Truffle Time
Colinne S. Bartel is the owner of AC Innovation GmbH. AC Innovation serves as a marketing and business development catalyst for entrepreneurs. As chief project manager, Ms. Bartel was responsible for capital expenditures and acquisition integration for an Advent International portfolio company that executed one of the fastest growing telecommunications buy & build projects in Europe. After finalizing her MBA and a research trip in East Africa in 2002, Colinne joined McKinsey & Company. Ms. Bartel holds a B.A. in Political Science from University of California, Los Angeles, an M.A. in International Relations from the Claremont Graduate School and a dual MBA in Strategy and Finance from The Peter F. Drucker School of Management and the EDHEC Business School. Her passions are sports, the arts and cultural exchange.
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Diego Föllmi

Hérens Quality Asset Management
Diego Föllmi ist seit 2013 Mitglied der Geschäftsleitung, seit 2014 im Investment-Komitee und seit fast zwei Jahren Partner bei Hérens Quality Asset Management, einer auf „Quality Investing“ spezialisierten Asset Management Boutique in Pfäffikon SZ. Seine Hauptverantwortlichkeiten sind nebst der Unternehmensführung das CRM (Client Relationship Management) und der Sales-Bereich. Vor seinem Wechsel zu Hérens Quality AM war er mehrere Jahre in verschiedenen Positionen bei der Credit Suisse tätig. Er hat einen Master-Abschluss in Banking & Finance von der Universität Zürich und bringt 18 Jahre Arbeitserfahrung in der Finanz-Branche mit.
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Dr. Jackson Janes

The German Marshall Fund of the United States
Jackson Janes is senior fellow at the German Marshall Fund and president emeritus of the American Institute for Contemporary German Studies at the Johns Hopkins University in Washington, DC, where he has been affiliated since 1989. Dr. Janes has been engaged in German-American affairs in numerous capacities over many years. He has studied and taught in German universities in Freiburg, Giessen, and Tübingen. He was the director of the German-American Institute in Tübingen (1977-1980) and then directed the European office of The German Marshall Fund of the United States in Bonn (1980-1985). Before joining AICGS, he served as director of Program Development at the University Center for International Studies at the University of Pittsburgh (1986-1988). He was also chair of the German Speaking Areas in Europe Program at the Foreign Service Institute in Washington, DC, from 1999-2000 and president of the International Association for the Study of German Politics from 2005-2010.
Dr. Janes is a member of the Council on Foreign Relations, the International Institute for Strategic Studies, and the Atlantic Council of the United States. He serves on the advisory boards of the Berlin office of the American Jewish Committee, Beirat der Zeitschrift für Außen- und Sicherheitspolitik (ZfAS), the Robert Bosch Foundation Alumni Association, and the American Bundestag Intern Network (ABIN) in Washington, DC. He is a member of the board of the German American Fulbright Commission and serves on the Selection Committee for the Bundeskanzler Fellowships for the Alexander von Humboldt Foundation. He is a member of the Cosmos Club in Washington DC.
Dr. Janes has lectured throughout Europe and the United States and has published extensively on issues dealing with Germany, German-American relations, and transatlantic affairs. In addition to regular commentary given to European and American news radio, he has appeared on CBS, CNN, C-SPAN, PBS, CBC, and is a frequent commentator on German television. Dr. Janes is listed in Who’s Who in America and Who’s Who in Education. In 2005, Dr. Janes was awarded the Officer’s Cross of the Order of Merit of the Federal Republic of Germany, Germany’s highest civilian award.
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Laura Merlini

CAIA Association
Laura Merlini, CAIA is Managing Director EMEA for the Chartered Alternative Investment Analyst (CAIA) Association. Laura joined the CAIA Association in March 2012 with over seven years of business development and sales experience throughout Europe in the alternative investments industry mainly in the areas of fund set-up, administration, banking and custody. She formerly worked at Credit Suisse (previously Fortis Prime Fund Solutions) in Milan, Madrid and Geneva. She earned the CAIA charter in 2007 and has been an active CAIA proponent and member-volunteer. Laura co-founded the CAIA Iberia chapter (based in Madrid) in 2008 and she has led the Geneva committee of CAIA Switzerland since 2010. She is also a member of the Educational Committee of 100 Women in Hedge Funds Association in Geneva. Laura earned a BA in Business Administration at Bocconi University in Milan, received the CEMS MIM (Community of European Management Schools) MSc in International Management in 2002 and completed the Executive Master in Positive Psychology, Leadership and Strategy form IE, Madrid in 2014.
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Heiko Nemmert

Baby Giant Hollyberg
Heiko Nemmert is one of the four founders of the international studio Baby Giant Hollyberg. As one of Baby Giant’s CEOs, he is responsible for overseeing the studio’s foreign affairs. He also co-manages the studio’s North-American business.

Heiko has over 20 years of experience in the media industry and managed several studios before co-founding Baby Giant. He helped produce numerous TV-programs and films for German public-service and private television.  During his early career days, he gained valuable knowledge in the online sector, working for brands such as Coca Cola, Kellogg’s, and Motorola.  Thanks to his deep understanding of the different media forms and distribution channels, he is a driving force in Baby Giant’s business development and technical development.

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Oni Oviri

Sasare Associates 
Oni is a global supply chain specialist and the founder and Director of Sasare Associates. As a result of having both public and private sector consulting experience in the UK and in sub-Saharan Africa, Sasare provides a platform to continue the transfer of knowledge and to help develop and build business supply chains in sub-Saharan Africa for small and large companies alike. Oni is an advisor to the British Government with regards to Brexit and supply chain issues.

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Keith Phillips

The Investment Association
Keith is Executive Director at the Investment Association, the body that represents the £8trn UK asset management industry. Prior to this, he was Managing Director of Enterprise at the British Bankers Association and from January 2020 will be leading the initiative to create a new global summit centre in the City of London.
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Stefan Riße

ACATIS Investment Kapitalverwaltungsgesellschaft mbH
Stefan Riße ist Kapitalmarktstratege bei der ACATIS Investment Kapitalverwaltungsgesellschaft mbH. Bereits im Alter von 17 Jahren lernte er den im September 1999 verstorbenen Börsenaltmeister André Kostolany kennen, mit dem ihn bis zu dessen Tod eine enge Freundschaft verband. Bekannt wurde Stefan Riße aber vor allem wegen seiner Berichte für „n-tv“, die von 2001 bis 2005 live vom Frankfurter Börsenparkett gesendet wurden. Auch heute ist er dort regelmäßiger Interviewpartner. Sein Buch „Die Inflation kommt!“ war eines der erfolgreichsten Wirtschaftsbücher im Jahr 2010. Seit Mai 2018 ist er bei der ACATIS Investment vor allem für Vorträge, Fondspräsentationen und Kapitalmarktnachrichten zuständig.
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Alexander Stoeckel

Philip Morris International, PM Equity Partner – Director Venture Capital
Alexander has an academic background in business & administration. He studied International Management at the European Business School (EBS) and the International School of Management (ISM), and he holds an MBA from the University of Oxford (2006). He started his career in 2001 as a fund-of-fund manager at the private bank Hauck & Aufhaeuser and then joined KPMG in 2002 as personal assistant to the Global Managing Partner for Tax. After his MBA, Alexander started to work at the Swiss-based venture capital firm BrainsToVentures (b-to-v) as an Investment Manager in 2007. He was appointed as Principal in 2012, Partner in 2013, and Board Member in 2014. Alexander acts as a guest lecturer for MBA & EMBA courses hosted at the University of St. Gallen, Switzerland. In 2019, Alexander decided to join Philip Morris International as Director for Venture Capital. Alexander is the Head of PM Equity Partner (https://www.pmequitypartner.com/), the corporate venture capital arm of Philip Morris International.
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Dr. Louise Tumchewics

Centre for Historical Analysis and Conflict Research, British Army
Dr. Louise Tumchewics has a PhD in War Studies from King’s College London, focusing on improvised explosive devices (IEDs) and policy responses to unconventional weapons. She is a senior research fellow at the British Army’s Centre for Historical Analysis and Conflict Research, where she works on capability requirements and force development, including a new approach to urban operations. Louise is presently writing a history of the IED, and has spoken on defence topics at various international for a, including the United Nations.
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Joachim von Halasz

VON HALASZ Consulting
Joachim von Halasz has over 20 years of experience in financial services, investor relations and global media relations. He specialises in strategic cross border introductions and market entry advise in the asset management and wealth management sectors. He maintains strong networks between London, Frankfurt, Zurich and Geneva and is fluent in German and French. He is the founder of the Tuesday Club, a think tank with global reach, focusing on political risk and asset allocation.
Before setting up VON HALASZ Consulting in 2010, he worked in house for four financial PR and Investor Relations consultancies: Brunswick, Citigate Dewe Rogerson, Smithfield Financial and College Hill. Joachim was born and raised in Frankfurt and has been living in London for more than 20 years. He has a degree in Philosophy and Theology from Jesuit Colleges at Frankfurt and London universities.
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Bernhard Wenger

State Street Global Advisors
In his current position Bernhard Wenger is country manager for State Street Global Advisors and Head of SPDR ETFs in Switzerland.
In previous roles Bernhard was Head of European Distribution at ETF Securities and held senior positions at Morgan Stanley, HSBC and BNP Paribas. Bernhard holds a „European Master in Management“ of ESCP Europe (Paris, Oxford, Berlin).

2020 Theme: „The Financial Expression of Value“

Value is expressed in what we buy and how we invest. The conference will explore the challenges in interim growth transition and how the financial community evaluates and executes ethical responsibility with financial expectations.

Moderation of Day: Colinne S. Bartel, Truffle Time

Agenda – Welcome to Swiss JPK – Lausanne:

08:15 – 08:45 Welcome, Registration and Coffee
08:45 – 09:10 Opening Block
Colinne S. Bartel, Truffle Time
Joachim von Halasz, VON HALASZ Consulting
09.15 – 09.40 Keynote: The Financial Expression of Value
TBN
09.45 – 10.45 Block 1: Macro-Trends
Panel: Weapons Investments – Defense or Security?
Intro by Stefan Riße, ACATIS Investment Kapitalverwaltungsgesellschaft
Moderation: Joachim von Halasz, VON HALASZ Consulting
Dr. Jackson Janes, German Marshall Fund
Stefan Riße, ACATIS Investment Kapitalverwaltungsgesellschaft
Dr. Louise Tumchewics ,Centre for Historical Analysis and Conflict Research, British Army
10.45 – 11.10 Coffee Break
11.15 – 12.15 Block 2: ESG – Supply-Chain Management
Panel: A Due Diligence Lookthrough – „Why Do We Need Raspberries in January?“
Intro by TBN
Moderation: TBN
Oni Oviri, Sasare Associates
TBN
Bernd Winkler, State Street Global Advisors
12.15 – 13.00 Flying Buffet
13.00 – 13.15 Swiss Corporate Excellence Award
Diego Föllmi, Hérens Quality Asset Management
The Corporate Excellence Award, seeks to recognize companies with excellent track records in terms of both their historical and current performance. Valuations are NOT taken into account. Regional awards are given on an annual basis and have been since nearly 15 years.
13.20 – 14.20 Block 3: The European Talent & Technology Drain
Panel: Venture Capital/Private Equity – Where is the ROI on European Education?
Intro: Laura Merlini, CAIA
Moderation: Alexander Stoeckel, Philip Morris International, PM Equity Partner – Director Venture Capital
Daniel Andres, Spicehaus Partners
Heiko Nemmert, Baby Giant Hollyberg
Intro: Laura Merlini, CAIA
14.25 – 15.10 Block 4: Investor Presentations on Investment Strategy
14.25 – 14.45 A Review of PK Investment Strategy
TBN
14.50 – 15.10 Future Outlook and Challenges
Keith Phillips, The Investment Association
15.15 – 15.30 Preview for 2021 and Wrap Up
Colinne S. Bartel, Truffle Time
15.15 – 16.00 End of Conference and Apéro

Thank you for attending!!

LAUSANNE

March 10th, 2020

Lausanne Palace
Rue du Grand-Chêne 7-9
1002 Lausanne
Schweiz

https://www.lausanne-palace.ch

Getting there by public transport:
Taking the TGV from Paris, you will arrive in Lausanne in just 3 hours and 40 minutes. The Swiss railway network is exceptionally well developed and links Lausanne with all the major cities of the country. Lausanne Palace is 500 metres away from the main station and just a stone’s throw away from the “Lausanne Flon” stop of the “M2”, Switzerland’s only underground. The latter runs roughly every 5 minutes every day of the week.

Getting there by private vehicles:
A large pay and display car park can be used 24/7.
Covered parking CHF 35.- per day.

Premium Sponsor

HERMES INVESTMENT MANAGEMENT

Hermes Investment Management provides active investment strategies and stewardship. Our goal is to help people invest better, retire better and create a better society for all. We offer public and private market solutions across equity, fixed income, real estate and alternatives for a global clientele of institutional and wholesale investors. However, we believe that our duty extends beyond achieving clients’ financial outcomes: we must act as stewards of the investments we manage and advise. In 2004 we established Hermes Equity Ownership Services (Hermes EOS), which is now one of the largest stewardship teams in the industry.

Kontakt: www.hermes-investment.com

ACATIS

Die ACATIS Service GmbH ist eine 100-prozentige Tochter der deutschen ACATIS Investment GmbH und übernimmt den Vertrieb der in der Schweiz zugelassenen Finanzprodukte der Muttergesellschaft. Die ACATIS Investment GmbH, gegründet 1994, ist ein bankenunabhängiger, selbstständiger Vermögensverwalter, dessen Kernkompetenz das Value Investing ist. ACATIS betreut mehrere Investmentfonds, darunter Aktien-, Misch-, Renten- und einen Dachfonds sowie Mandate. 3 Fonds verfolgen zudem den Aspekt der Nachhaltigkeit.

Kontakt: https://www.acatis.de/

Sponsors

STATE STREET GLOBAL ADVISORS

For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help investors reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets under management, our scale and global reach offer clients access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
* AUM reflects approximately $35.96 billion USD (as of June 30, 2019), with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.

Kontakt: State Street Global Advisors

BABY GIANT

Baby Giant Hollyberg is an American/ German innovative content studio focused on the production of high caliber computer-generated entertainment for worldwide audiences. Baby Giant specializes in the creation of healthy, sustainable IPs with exploitation potential in all media forms. The core foundation of all of Baby Giant’s animated projects is that they are unique and distinct ideas and stories set in fantastic imaginary worlds. The studio was founded in 2016 by the US/ Canadian-filmmaker Jimmy Hayward, the US producer Christopher DiGiovanni and the German producers Daniel von Braun and Heiko Nemmert.

Kontakt: http://www.babygiant.studio/

HÉRENS QUALITY AM

Business management aspects of Corporate Excellence have been covered in specialist literature for more than 50 years. In 2001, Hérens Quality Asset Management was one of the first financial services providers worldwide to begin to systematically and globally apply the corresponding findings from the Corporate Excellence debate to stock selection. The Corporate Excellence Award, seeks to recognize companies with excellent track records in terms of both their historical and current performance. Valuations are NOT taken into account. Regional awards are given on an annual basis and have been since nearly 15 years.

Kontakt: http://hqam.ch/

Partner

CAIA

The Chartered Alternative Investment Analyst (CAIA) Association, founded in 2002, is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of over 10,000 investment leaders located in 90+ countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide.

Kontakt: https://caia.org

IPE D.A.CH.

IPE Institutional Investment wurde 2005 durch Frank Schnattinger gegründet und gehört seit 2007 zu IPE (Investment & Pensions Europe), einem der größten paneuropäischen Verlagshäuser im Bereich der institutionellen Anlage. „All information institutionals need“ ist der Anspruch von IPE D.A.CH.

Neben unseren Online-Aktivitäten vernetzen wir institutionelle Endanlager über verschiedene Events (Frühstücksseminare) mit der Investmentbranche. Jährliche Nachschlagewerke wie der IPE D.A.CH Asset Management-Guide und das Asset Management Jahrbuch runden unser Angebot ab.

Kontakt: Telefon: +49 8171 911 920, info@institutional-investment.de

SECA

The Swiss Private Equity & Corporate Finance Association (SECA) is the representative body for Switzerland’s private equity, venture capital and corporate finance industries. SECA has the objective to promote private equity and corporate finance activities in Switzerland.  Members of the SECA include equity investment companies, banks, corporate finance advisors, auditing companies, management consultants, lawyers and private investors.

Kontakt: https://www.seca.ch/

Environmental Partner

IFAW

It isn’t always clear how different people can best work together—whether they’re scientists and decision makers, farmers and fishermen, or park rangers and forensic experts. What is clear—after half-a-century of collaborating across disciplines and cultures—is that none of us has a monopoly on problem solving.

That’s how we were able to save cows while creating community spaces in Myanmar. It’s how we created jobs and a network to stop wildlife crime in Malawi. And it’s how we ensured that domestic abuse victims in the Netherlands could find safety for themselves and their pets. IFAW protects animals; but IFAW is people.

Kontakt: https://www.ifaw.org

University Partner

University of California Trust (UK)

A registered British Charity (No. 1075405), the Trust facilitates charitable giving to all 10 UC campuses. Donors from the UK and European can access tax-effective giving options to any funds or scholarships at the campuses. This includes funding to advance medical research, study abroad scholarships, climate change research – among so many others! The Trust also collaborates with UC alumni boards and committees, supporting a lively program of social and educational activities for University of California alumni, students, parents and friends living in the UK and Europe.

Kontakt: http://london.universityofcalifornia.edu/

Media Partner

ABSOLUT RESEARCH

Die Absolut Research GmbH ist ein Fachverlag und Researchhaus mit Fokus auf das institutionelle Asset Management. Seit dem Jahr 2000 liefert das in Hamburg ansässige Unternehmen institutionellen Investoren im deutschsprachigen Raum Know-how und Analysen für eine fundierte Entscheidungsfindung bei der Kapitalanlage.

Die Fachpublikationen decken ein breites Spektrum ab: von der Analyse eines Marktsegments über die Performance von Asset Managern und ihrer Anlageprodukte bis hin zum Wissensmagazin mit Fachartikeln von Experten für Experten. Absolut Research ist bei allen Publikationen der Unabhängigkeit, Neutralität und Qualität verpflichtet. Neben dem seit Unternehmensgründung publizierten Erfolgsmagazin Absolut|report wurde 2016 mit dem Absolut|impact die erste Fachpublikation zum Thema Nachhaltigkeit in der Kapitalanlage im deutschsprachigen Raum lanciert.

Kontakt: Telefon: +49 40 30 37 79 0, www.absolut-research.de

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Art Loss Register

The Art Loss Register (www.artloss.com) is the world’s largest private database of stolen, looted and missing art, antiques and collectibles, currently listing over 500,000 items. Registrations include stolen, missing, and looted works, as well as those subject to title disputes, freezing orders, and financial liens. Founded in 1990, it is the established art due diligence service used by the art trade, the insurance industry, law enforcement, lenders, museums, and collectors. For these clients, the Art Loss Register conducts around 400,000 searches each year to ensure objects are cleared in pre- or post-transaction due diligence or as part of an inventory check. Along with the database checks, the Art Loss Register’s specialists researchers review the provenance of items with a specific focus on Nazi-looting and recent theft and looting of antiquities. Through the checks, the Art Loss Register has identified and recovered items worth hundreds of millions of pounds. Once a registered work is identified, the Art Loss Register works with law enforcement where a criminal investigation ensues or, more often, directly with the parties on the efficient and discreet resolution of the complex ownership issues.

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Constantine Cannon

Constantine Cannon’s Art and Cultural Property Law practice consists of two partners, three associates and a number of paralegals at any given time dedicated to Art Law only. The practice assists clients with all legal issues relating to fine art and other collecting categories. Although London-based, the practice operates seamlessly on a global scale and collectively speaks French, German, Greek, Italian, Spanish, Hindi and Gujarati.

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The Other Art Fair

Presented by Saatchi Art, The Other Art Fair is the UK’s leading artist fair to discover and buy art directly from the very best emerging artistic talent. With tri-annual fairs strongly established in London, The Other Art Fair has grown both in the UK and abroad with editions now in Sydney, Melbourne, Brooklyn, Chicago, Dallas and Los Angeles, with more to come! Our 19th London edition, The Other Art Fair at The Old Truman Brewery will continue to delight and inspire art lovers with a tightly curated and distinctive programme of fair features that will create a platform for the ‚unexpected‘ at the fair.

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Sotheran's

Founded in York in 1761, established in London in 1815, Henry Sotheran Limited has a long and distinguished history. For over 250 years we have been offering unsurpassed opportunities to collectors and enthusiasts, from the purchase of the libraries of Laurence Sterne in 1768, and Charles Dickens in 1870; the complete stock and copyright of the ornithologist and publisher John Gould; to the successful bid in 1980 for the final draft manuscript of Gilbert White’s Natural History of Selbourne, bought on behalf of the Gilbert White Museum.

Sponsor

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Baby Giant

Baby Giant Hollyberg is an American/ German innovative content studio focused on the production of high caliber computer-generated entertainment for worldwide audiences. Baby Giant specializes in the creation of healthy, sustainable IPs with exploitation potential in all media forms. The core foundation of all of Baby Giant’s animated projects is that they are unique and distinct ideas and stories set in fantastic imaginary worlds. The studio was founded in 2016 by the US/ Canadian-filmmaker Jimmy Hayward, the US producer Christopher DiGiovanni and the German producers Daniel von Braun and Heiko Nemmert.

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CAIA

The Chartered Alternative Investment Analyst (CAIA) Association, founded in 2002, is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of over 10,000 investment leaders located in 90+ countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide. For more information, please visit CAIA.org.

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Become a partner

Would you like to become a partner of the event? Contact us at usp@acinnovation.com

If you are interested in being intellectually challenged about current events and how they interact with institutional investor strategy and decision-making.  This is the conference for YOU!

This is not a conference for business card collectors!

Managing Directors and Senior Executives from

  • Institutional investors as Corporates, insurance companies, pension institutions or foundations in the fields of asset management, treasury, finance and financial risk controlling
  • Banks and Asset Management Companies in the fields of treasury, portfolio management, institutional asset management, research, investment controlling, marketing, sales and trading desk
  • Investment consultants and other specialized service providers with a focus on (institutional) asset management
Summary

Theme 2020: The Financial Expression of Value

The Annual Conference on Professional Investment in Lausanne is the central event of the institutional asset management industry in Switzerland. Here, senior professionals from the asset management industry attend top lectures, discuss current issues and make valuable contacts.

Profile of the conference:

  • Unique: Top representatives of international capital markets research meet with pracitioners
  • Focused: Concentration on topical questions relating to asset management
  • Target-group oriented: investors, representatives of asset management companies, banks, consultants, familiy offices, insurances
  • Competent: high-profile lectures and expert audience

Should you not be able to attend in Lausanne please block: March 5, 2020 in Zurich for the sister-event at Museum für Gestaltung/Museum for Design, Ausstellungsstrasse 60 in Zurich. Visit event page

Speakers
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Daniel Andres

Spicehaus Partners AG
Daniel has over thirteen years of experience in corporate & institutional banking, as an entrepreneur and investor. He worked in Zurich, Geneva and London and was the Head Global Markets Sales for Switzerland at BNP Paribas. In 2014, he successfully co-launched dakuro GmbH, a Swiss SME focusing on health and safety equipment. For more than seven years, he has been an active venture capital investor in various startups, mainly in the technology sector. Daniel holds an M.A. in Banking and Finance from the University of St. Gallen (HSG).
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Colinne S. Bartel

Truffle Time
Colinne S. Bartel is the owner of AC Innovation GmbH. AC Innovation serves as a marketing and business development catalyst for entrepreneurs. As chief project manager, Ms. Bartel was responsible for capital expenditures and acquisition integration for an Advent International portfolio company that executed one of the fastest growing telecommunications buy & build projects in Europe. After finalizing her MBA and a research trip in East Africa in 2002, Colinne joined McKinsey & Company. Ms. Bartel holds a B.A. in Political Science from University of California, Los Angeles, an M.A. in International Relations from the Claremont Graduate School and a dual MBA in Strategy and Finance from The Peter F. Drucker School of Management and the EDHEC Business School. Her passions are sports, the arts and cultural exchange.
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Diego Föllmi

Hérens Quality Asset Management
Diego Föllmi ist seit 2013 Mitglied der Geschäftsleitung, seit 2014 im Investment-Komitee und seit fast zwei Jahren Partner bei Hérens Quality Asset Management, einer auf „Quality Investing“ spezialisierten Asset Management Boutique in Pfäffikon SZ. Seine Hauptverantwortlichkeiten sind nebst der Unternehmensführung das CRM (Client Relationship Management) und der Sales-Bereich. Vor seinem Wechsel zu Hérens Quality AM war er mehrere Jahre in verschiedenen Positionen bei der Credit Suisse tätig. Er hat einen Master-Abschluss in Banking & Finance von der Universität Zürich und bringt 18 Jahre Arbeitserfahrung in der Finanz-Branche mit.
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Dr. Jackson Janes

The German Marshall Fund of the United States
Jackson Janes is senior fellow at the German Marshall Fund and president emeritus of the American Institute for Contemporary German Studies at the Johns Hopkins University in Washington, DC, where he has been affiliated since 1989. Dr. Janes has been engaged in German-American affairs in numerous capacities over many years. He has studied and taught in German universities in Freiburg, Giessen, and Tübingen. He was the director of the German-American Institute in Tübingen (1977-1980) and then directed the European office of The German Marshall Fund of the United States in Bonn (1980-1985). Before joining AICGS, he served as director of Program Development at the University Center for International Studies at the University of Pittsburgh (1986-1988). He was also chair of the German Speaking Areas in Europe Program at the Foreign Service Institute in Washington, DC, from 1999-2000 and president of the International Association for the Study of German Politics from 2005-2010.
Dr. Janes is a member of the Council on Foreign Relations, the International Institute for Strategic Studies, and the Atlantic Council of the United States. He serves on the advisory boards of the Berlin office of the American Jewish Committee, Beirat der Zeitschrift für Außen- und Sicherheitspolitik (ZfAS), the Robert Bosch Foundation Alumni Association, and the American Bundestag Intern Network (ABIN) in Washington, DC. He is a member of the board of the German American Fulbright Commission and serves on the Selection Committee for the Bundeskanzler Fellowships for the Alexander von Humboldt Foundation. He is a member of the Cosmos Club in Washington DC.
Dr. Janes has lectured throughout Europe and the United States and has published extensively on issues dealing with Germany, German-American relations, and transatlantic affairs. In addition to regular commentary given to European and American news radio, he has appeared on CBS, CNN, C-SPAN, PBS, CBC, and is a frequent commentator on German television. Dr. Janes is listed in Who’s Who in America and Who’s Who in Education. In 2005, Dr. Janes was awarded the Officer’s Cross of the Order of Merit of the Federal Republic of Germany, Germany’s highest civilian award.
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Laura Merlini

CAIA Association
Laura Merlini, CAIA is Managing Director EMEA for the Chartered Alternative Investment Analyst (CAIA) Association. Laura joined the CAIA Association in March 2012 with over seven years of business development and sales experience throughout Europe in the alternative investments industry mainly in the areas of fund set-up, administration, banking and custody. She formerly worked at Credit Suisse (previously Fortis Prime Fund Solutions) in Milan, Madrid and Geneva. She earned the CAIA charter in 2007 and has been an active CAIA proponent and member-volunteer. Laura co-founded the CAIA Iberia chapter (based in Madrid) in 2008 and she has led the Geneva committee of CAIA Switzerland since 2010. She is also a member of the Educational Committee of 100 Women in Hedge Funds Association in Geneva. Laura earned a BA in Business Administration at Bocconi University in Milan, received the CEMS MIM (Community of European Management Schools) MSc in International Management in 2002 and completed the Executive Master in Positive Psychology, Leadership and Strategy form IE, Madrid in 2014.
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Heiko Nemmert

Baby Giant Hollyberg
Heiko Nemmert is one of the four founders of the international studio Baby Giant Hollyberg. As one of Baby Giant’s CEOs, he is responsible for overseeing the studio’s foreign affairs. He also co-manages the studio’s North-American business.

Heiko has over 20 years of experience in the media industry and managed several studios before co-founding Baby Giant. He helped produce numerous TV-programs and films for German public-service and private television.  During his early career days, he gained valuable knowledge in the online sector, working for brands such as Coca Cola, Kellogg’s, and Motorola.  Thanks to his deep understanding of the different media forms and distribution channels, he is a driving force in Baby Giant’s business development and technical development.

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Oni Oviri

Sasare Associates 
Oni is a global supply chain specialist and the founder and Director of Sasare Associates. As a result of having both public and private sector consulting experience in the UK and in sub-Saharan Africa, Sasare provides a platform to continue the transfer of knowledge and to help develop and build business supply chains in sub-Saharan Africa for small and large companies alike. Oni is an advisor to the British Government with regards to Brexit and supply chain issues.

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Keith Phillips

The Investment Association
Keith is Executive Director at the Investment Association, the body that represents the £8trn UK asset management industry. Prior to this, he was Managing Director of Enterprise at the British Bankers Association and from January 2020 will be leading the initiative to create a new global summit centre in the City of London.
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Stefan Riße

ACATIS Investment Kapitalverwaltungsgesellschaft mbH
Stefan Riße ist Kapitalmarktstratege bei der ACATIS Investment Kapitalverwaltungsgesellschaft mbH. Bereits im Alter von 17 Jahren lernte er den im September 1999 verstorbenen Börsenaltmeister André Kostolany kennen, mit dem ihn bis zu dessen Tod eine enge Freundschaft verband. Bekannt wurde Stefan Riße aber vor allem wegen seiner Berichte für „n-tv“, die von 2001 bis 2005 live vom Frankfurter Börsenparkett gesendet wurden. Auch heute ist er dort regelmäßiger Interviewpartner. Sein Buch „Die Inflation kommt!“ war eines der erfolgreichsten Wirtschaftsbücher im Jahr 2010. Seit Mai 2018 ist er bei der ACATIS Investment vor allem für Vorträge, Fondspräsentationen und Kapitalmarktnachrichten zuständig.
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Alexander Stoeckel

Philip Morris International, PM Equity Partner – Director Venture Capital
Alexander has an academic background in business & administration. He studied International Management at the European Business School (EBS) and the International School of Management (ISM), and he holds an MBA from the University of Oxford (2006). He started his career in 2001 as a fund-of-fund manager at the private bank Hauck & Aufhaeuser and then joined KPMG in 2002 as personal assistant to the Global Managing Partner for Tax. After his MBA, Alexander started to work at the Swiss-based venture capital firm BrainsToVentures (b-to-v) as an Investment Manager in 2007. He was appointed as Principal in 2012, Partner in 2013, and Board Member in 2014. Alexander acts as a guest lecturer for MBA & EMBA courses hosted at the University of St. Gallen, Switzerland. In 2019, Alexander decided to join Philip Morris International as Director for Venture Capital. Alexander is the Head of PM Equity Partner (https://www.pmequitypartner.com/), the corporate venture capital arm of Philip Morris International.
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Dr. Louise Tumchewics

Centre for Historical Analysis and Conflict Research, British Army
Dr. Louise Tumchewics has a PhD in War Studies from King’s College London, focusing on improvised explosive devices (IEDs) and policy responses to unconventional weapons. She is a senior research fellow at the British Army’s Centre for Historical Analysis and Conflict Research, where she works on capability requirements and force development, including a new approach to urban operations. Louise is presently writing a history of the IED, and has spoken on defence topics at various international for a, including the United Nations.
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Joachim von Halasz

VON HALASZ Consulting
Joachim von Halasz has over 20 years of experience in financial services, investor relations and global media relations. He specialises in strategic cross border introductions and market entry advise in the asset management and wealth management sectors. He maintains strong networks between London, Frankfurt, Zurich and Geneva and is fluent in German and French. He is the founder of the Tuesday Club, a think tank with global reach, focusing on political risk and asset allocation.
Before setting up VON HALASZ Consulting in 2010, he worked in house for four financial PR and Investor Relations consultancies: Brunswick, Citigate Dewe Rogerson, Smithfield Financial and College Hill. Joachim was born and raised in Frankfurt and has been living in London for more than 20 years. He has a degree in Philosophy and Theology from Jesuit Colleges at Frankfurt and London universities.
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Bernhard Wenger

State Street Global Advisors
In his current position Bernhard Wenger is country manager for State Street Global Advisors and Head of SPDR ETFs in Switzerland.
In previous roles Bernhard was Head of European Distribution at ETF Securities and held senior positions at Morgan Stanley, HSBC and BNP Paribas. Bernhard holds a „European Master in Management“ of ESCP Europe (Paris, Oxford, Berlin).
Agenda

2020 Theme: „The Financial Expression of Value“

Value is expressed in what we buy and how we invest. The conference will explore the challenges in interim growth transition and how the financial community evaluates and executes ethical responsibility with financial expectations.

Moderation of Day: Colinne S. Bartel, Truffle Time

Agenda – Welcome to Swiss JPK – Lausanne:

08:15 – 08:45 Welcome, Registration and Coffee
08:45 – 09:10 Opening Block
Colinne S. Bartel, Truffle Time
Joachim von Halasz, VON HALASZ Consulting
09.15 – 09.40 Keynote: The Financial Expression of Value
TBN
09.45 – 10.45 Block 1: Macro-Trends
Panel: Weapons Investments – Defense or Security?
Intro by Stefan Riße, ACATIS Investment Kapitalverwaltungsgesellschaft
Moderation: Joachim von Halasz, VON HALASZ Consulting
Dr. Jackson Janes, German Marshall Fund
Stefan Riße, ACATIS Investment Kapitalverwaltungsgesellschaft
Dr. Louise Tumchewics ,Centre for Historical Analysis and Conflict Research, British Army
10.45 – 11.10 Coffee Break
11.15 – 12.15 Block 2: ESG – Supply-Chain Management
Panel: A Due Diligence Lookthrough – „Why Do We Need Raspberries in January?“
Intro by TBN
Moderation: TBN
Oni Oviri, Sasare Associates
TBN
Bernd Winkler, State Street Global Advisors
12.15 – 13.00 Flying Buffet
13.00 – 13.15 Swiss Corporate Excellence Award
Diego Föllmi, Hérens Quality Asset Management
The Corporate Excellence Award, seeks to recognize companies with excellent track records in terms of both their historical and current performance. Valuations are NOT taken into account. Regional awards are given on an annual basis and have been since nearly 15 years.
13.20 – 14.20 Block 3: The European Talent & Technology Drain
Panel: Venture Capital/Private Equity – Where is the ROI on European Education?
Intro: Laura Merlini, CAIA
Moderation: Alexander Stoeckel, Philip Morris International, PM Equity Partner – Director Venture Capital
Daniel Andres, Spicehaus Partners
Heiko Nemmert, Baby Giant Hollyberg
Intro: Laura Merlini, CAIA
14.25 – 15.10 Block 4: Investor Presentations on Investment Strategy
14.25 – 14.45 A Review of PK Investment Strategy
TBN
14.50 – 15.10 Future Outlook and Challenges
Keith Phillips, The Investment Association
15.15 – 15.30 Preview for 2021 and Wrap Up
Colinne S. Bartel, Truffle Time
15.15 – 16.00 End of Conference and Apéro

Thank you for attending!!

Venue

LAUSANNE

March 10th, 2020

Lausanne Palace
Rue du Grand-Chêne 7-9
1002 Lausanne
Schweiz

https://www.lausanne-palace.ch

Getting there by public transport:
Taking the TGV from Paris, you will arrive in Lausanne in just 3 hours and 40 minutes. The Swiss railway network is exceptionally well developed and links Lausanne with all the major cities of the country. Lausanne Palace is 500 metres away from the main station and just a stone’s throw away from the “Lausanne Flon” stop of the “M2”, Switzerland’s only underground. The latter runs roughly every 5 minutes every day of the week.

Getting there by private vehicles:
A large pay and display car park can be used 24/7.
Covered parking CHF 35.- per day.

Partners

Premium Sponsor

HERMES INVESTMENT MANAGEMENT

Hermes Investment Management provides active investment strategies and stewardship. Our goal is to help people invest better, retire better and create a better society for all. We offer public and private market solutions across equity, fixed income, real estate and alternatives for a global clientele of institutional and wholesale investors. However, we believe that our duty extends beyond achieving clients’ financial outcomes: we must act as stewards of the investments we manage and advise. In 2004 we established Hermes Equity Ownership Services (Hermes EOS), which is now one of the largest stewardship teams in the industry.

Kontakt: www.hermes-investment.com

ACATIS

Die ACATIS Service GmbH ist eine 100-prozentige Tochter der deutschen ACATIS Investment GmbH und übernimmt den Vertrieb der in der Schweiz zugelassenen Finanzprodukte der Muttergesellschaft. Die ACATIS Investment GmbH, gegründet 1994, ist ein bankenunabhängiger, selbstständiger Vermögensverwalter, dessen Kernkompetenz das Value Investing ist. ACATIS betreut mehrere Investmentfonds, darunter Aktien-, Misch-, Renten- und einen Dachfonds sowie Mandate. 3 Fonds verfolgen zudem den Aspekt der Nachhaltigkeit.

Kontakt: https://www.acatis.de/

Sponsors

STATE STREET GLOBAL ADVISORS

For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help investors reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets under management, our scale and global reach offer clients access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
* AUM reflects approximately $35.96 billion USD (as of June 30, 2019), with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.

Kontakt: State Street Global Advisors

BABY GIANT

Baby Giant Hollyberg is an American/ German innovative content studio focused on the production of high caliber computer-generated entertainment for worldwide audiences. Baby Giant specializes in the creation of healthy, sustainable IPs with exploitation potential in all media forms. The core foundation of all of Baby Giant’s animated projects is that they are unique and distinct ideas and stories set in fantastic imaginary worlds. The studio was founded in 2016 by the US/ Canadian-filmmaker Jimmy Hayward, the US producer Christopher DiGiovanni and the German producers Daniel von Braun and Heiko Nemmert.

Kontakt: http://www.babygiant.studio/

HÉRENS QUALITY AM

Business management aspects of Corporate Excellence have been covered in specialist literature for more than 50 years. In 2001, Hérens Quality Asset Management was one of the first financial services providers worldwide to begin to systematically and globally apply the corresponding findings from the Corporate Excellence debate to stock selection. The Corporate Excellence Award, seeks to recognize companies with excellent track records in terms of both their historical and current performance. Valuations are NOT taken into account. Regional awards are given on an annual basis and have been since nearly 15 years.

Kontakt: http://hqam.ch/

Partner

CAIA

The Chartered Alternative Investment Analyst (CAIA) Association, founded in 2002, is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of over 10,000 investment leaders located in 90+ countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide.

Kontakt: https://caia.org

IPE D.A.CH.

IPE Institutional Investment wurde 2005 durch Frank Schnattinger gegründet und gehört seit 2007 zu IPE (Investment & Pensions Europe), einem der größten paneuropäischen Verlagshäuser im Bereich der institutionellen Anlage. „All information institutionals need“ ist der Anspruch von IPE D.A.CH.

Neben unseren Online-Aktivitäten vernetzen wir institutionelle Endanlager über verschiedene Events (Frühstücksseminare) mit der Investmentbranche. Jährliche Nachschlagewerke wie der IPE D.A.CH Asset Management-Guide und das Asset Management Jahrbuch runden unser Angebot ab.

Kontakt: Telefon: +49 8171 911 920, info@institutional-investment.de

SECA

The Swiss Private Equity & Corporate Finance Association (SECA) is the representative body for Switzerland’s private equity, venture capital and corporate finance industries. SECA has the objective to promote private equity and corporate finance activities in Switzerland.  Members of the SECA include equity investment companies, banks, corporate finance advisors, auditing companies, management consultants, lawyers and private investors.

Kontakt: https://www.seca.ch/

Environmental Partner

IFAW

It isn’t always clear how different people can best work together—whether they’re scientists and decision makers, farmers and fishermen, or park rangers and forensic experts. What is clear—after half-a-century of collaborating across disciplines and cultures—is that none of us has a monopoly on problem solving.

That’s how we were able to save cows while creating community spaces in Myanmar. It’s how we created jobs and a network to stop wildlife crime in Malawi. And it’s how we ensured that domestic abuse victims in the Netherlands could find safety for themselves and their pets. IFAW protects animals; but IFAW is people.

Kontakt: https://www.ifaw.org

University Partner

University of California Trust (UK)

A registered British Charity (No. 1075405), the Trust facilitates charitable giving to all 10 UC campuses. Donors from the UK and European can access tax-effective giving options to any funds or scholarships at the campuses. This includes funding to advance medical research, study abroad scholarships, climate change research – among so many others! The Trust also collaborates with UC alumni boards and committees, supporting a lively program of social and educational activities for University of California alumni, students, parents and friends living in the UK and Europe.

Kontakt: http://london.universityofcalifornia.edu/

Media Partner

ABSOLUT RESEARCH

Die Absolut Research GmbH ist ein Fachverlag und Researchhaus mit Fokus auf das institutionelle Asset Management. Seit dem Jahr 2000 liefert das in Hamburg ansässige Unternehmen institutionellen Investoren im deutschsprachigen Raum Know-how und Analysen für eine fundierte Entscheidungsfindung bei der Kapitalanlage.

Die Fachpublikationen decken ein breites Spektrum ab: von der Analyse eines Marktsegments über die Performance von Asset Managern und ihrer Anlageprodukte bis hin zum Wissensmagazin mit Fachartikeln von Experten für Experten. Absolut Research ist bei allen Publikationen der Unabhängigkeit, Neutralität und Qualität verpflichtet. Neben dem seit Unternehmensgründung publizierten Erfolgsmagazin Absolut|report wurde 2016 mit dem Absolut|impact die erste Fachpublikation zum Thema Nachhaltigkeit in der Kapitalanlage im deutschsprachigen Raum lanciert.

Kontakt: Telefon: +49 40 30 37 79 0, www.absolut-research.de

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Art Loss Register

The Art Loss Register (www.artloss.com) is the world’s largest private database of stolen, looted and missing art, antiques and collectibles, currently listing over 500,000 items. Registrations include stolen, missing, and looted works, as well as those subject to title disputes, freezing orders, and financial liens. Founded in 1990, it is the established art due diligence service used by the art trade, the insurance industry, law enforcement, lenders, museums, and collectors. For these clients, the Art Loss Register conducts around 400,000 searches each year to ensure objects are cleared in pre- or post-transaction due diligence or as part of an inventory check. Along with the database checks, the Art Loss Register’s specialists researchers review the provenance of items with a specific focus on Nazi-looting and recent theft and looting of antiquities. Through the checks, the Art Loss Register has identified and recovered items worth hundreds of millions of pounds. Once a registered work is identified, the Art Loss Register works with law enforcement where a criminal investigation ensues or, more often, directly with the parties on the efficient and discreet resolution of the complex ownership issues.

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Constantine Cannon

Constantine Cannon’s Art and Cultural Property Law practice consists of two partners, three associates and a number of paralegals at any given time dedicated to Art Law only. The practice assists clients with all legal issues relating to fine art and other collecting categories. Although London-based, the practice operates seamlessly on a global scale and collectively speaks French, German, Greek, Italian, Spanish, Hindi and Gujarati.

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The Other Art Fair

Presented by Saatchi Art, The Other Art Fair is the UK’s leading artist fair to discover and buy art directly from the very best emerging artistic talent. With tri-annual fairs strongly established in London, The Other Art Fair has grown both in the UK and abroad with editions now in Sydney, Melbourne, Brooklyn, Chicago, Dallas and Los Angeles, with more to come! Our 19th London edition, The Other Art Fair at The Old Truman Brewery will continue to delight and inspire art lovers with a tightly curated and distinctive programme of fair features that will create a platform for the ‚unexpected‘ at the fair.

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Sotheran's

Founded in York in 1761, established in London in 1815, Henry Sotheran Limited has a long and distinguished history. For over 250 years we have been offering unsurpassed opportunities to collectors and enthusiasts, from the purchase of the libraries of Laurence Sterne in 1768, and Charles Dickens in 1870; the complete stock and copyright of the ornithologist and publisher John Gould; to the successful bid in 1980 for the final draft manuscript of Gilbert White’s Natural History of Selbourne, bought on behalf of the Gilbert White Museum.

Sponsor

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Baby Giant

Baby Giant Hollyberg is an American/ German innovative content studio focused on the production of high caliber computer-generated entertainment for worldwide audiences. Baby Giant specializes in the creation of healthy, sustainable IPs with exploitation potential in all media forms. The core foundation of all of Baby Giant’s animated projects is that they are unique and distinct ideas and stories set in fantastic imaginary worlds. The studio was founded in 2016 by the US/ Canadian-filmmaker Jimmy Hayward, the US producer Christopher DiGiovanni and the German producers Daniel von Braun and Heiko Nemmert.

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CAIA

The Chartered Alternative Investment Analyst (CAIA) Association, founded in 2002, is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of over 10,000 investment leaders located in 90+ countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide. For more information, please visit CAIA.org.

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Become a partner

Would you like to become a partner of the event? Contact us at usp@acinnovation.com

Who should attend

If you are interested in being intellectually challenged about current events and how they interact with institutional investor strategy and decision-making.  This is the conference for YOU!

This is not a conference for business card collectors!

Managing Directors and Senior Executives from

  • Institutional investors as Corporates, insurance companies, pension institutions or foundations in the fields of asset management, treasury, finance and financial risk controlling
  • Banks and Asset Management Companies in the fields of treasury, portfolio management, institutional asset management, research, investment controlling, marketing, sales and trading desk
  • Investment consultants and other specialized service providers with a focus on (institutional) asset management
Register

We look forward to your participation.

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