15 APRIL 2025

9:00 AM REGISTRATION & NETWORKING BREAKFAST

10:00 AM European Private Markets Outlook – Navigating New Opportunities for Client Portfolios

In the face of evolving market conditions, European alternative investments are emerging as key drivers for portfolio diversification. This panel will explore how asset owners and fund selectors are navigating challenges like inflation, geopolitical risks, and regulatory shifts while identifying opportunities in private markets, real estate, and hedge funds across Europe. Special attention

will be given to sectors seeing growth in Switzerland and the EU.

Moderator

  • Teena Jilka, Senior Investment Adviser, Private Markets Specialist, Mercer

Panellists

  • Dr. Raphaela Schröder, Senior Investment Manager, Maerki Baumann & Co. AG

  • Martin Fahr, Managing Director, Portfolio Advisory, Aksia

  • Amin Obeidi, Executive Director - Alternative Investments, Quintet Private Bank

  • Marc Ellazidi, Chief Investment Officer, Jesmond Mizzi Financial Advisors Ltd.

  • Andrew Carnwath, Director - Private Equity, Columbia Threadneedle Investments

10:45 The Case for Uncorrelated, Liquid Return Streams Within an Alternatives Mandate

  • Tom Boyle, Fund Manager, Atlantic House

11:15 NETWORKING COFFEE BREAK

12:00 Keynote Speaker: Allocating to Private Markets for Family Offices: From Theory to Practice

Dr. Cyril Demaria, Affiliate Professor and Senior Advisor, EDHEC Business School

12:30 NETWORKING LUNCH

13:30 Manager Selection – Insights from European Wealth Management

With past performance becoming a less reliable indicator of future success, how are European fund selectors evaluating managers in 2024? This session will delve into the latest practices, including qualitative analysis, cost considerations, and ESG metrics. Learn how Swiss and European wealth managers are navigating this evolving landscape to ensure their clients’ portfolios are well-positioned for future challenges.

Moderator

  • Christopher Greenwald, Head of Sustainable Investment, LGT Private Banking

Panellists

  • Dr. Andreas Bickel, Chief Investment Officer & Head Investment Office, Lienhardt & Partner Privatbank Zürich AG

  • Hubert Mrugala, Director - Portfolio Management, Toledo Capital AG

  • Mikaël Safrana, Chief Investment Officer, Capital Y

  • Julia Schiffer, Partner - Infrastructure and Sustainable Investments, Mercer

14:15 NETWORKING COFFEE BREAK

14:35 Family Offices in Europe – Direct Investments vs. Fund Expertise

European family offices are increasingly engaging in direct private market investments, but the question remains: is paying for fund expertise still valuable? This discussion will cover the pros and cons of both strategies, along with the specific regulatory hurdles and operational complexities that family offices face in Switzerland and across Europe.

Moderator

  • Kilian Graulich, Founder, KCG Advisory

Panellists

  • Alexander Lis, CIO, Social Discovery Ventures

  • Vahit Alili, Senior Investment Director, Private Equity, Schroders Capital

  • Cosimo Donati, Senior Advisor, Studer Family Office

15:20 NETWORKING RECEPTION & APÉRO

16:30 END OF EVENT