December 3rd, 2024
Our CEO, Chiron, recently attended the Marketsgroup 8th annual Private Wealth forum, an influential event featuring insightful discussions with industry experts, and institutional investors in Real Estate and Alternative Investments.
The forum provided numerous successful networking opportunities and fostered partnerships and potential investors that enhance PisanoGlobal and its investment products.
At the end of the event, we had a successful meeting with Bill Smead – Chairman of Smead Capital Management.
Smead Capital Management, founded in 1985 by William Smead, is an independent investment firm focused on value-oriented equity strategies. It manages approximately $7.5 billion in assets, concentrating on high-quality, undervalued companies with strong growth potential. The firm aims to deliver long-term returns through a disciplined, concentrated portfolio approach.
Key sessions included :
- Panel Discussion – Opening Bell: The Next 12 Months at a Glance
Focus: Investment views and macroeconomic outlook for Swiss asset allocation in the next 12 months.
Questions addressed: Impact of inflation, fiscal policy, thematic investing, and social finance.
Moderator: Stefan Kirsch, Bergos Bank
Panelists: Leading experts from Edmond de Rothschild, Privatbank IHAG, Reichmuth & Co, Belvoir Wealth Management, and Smead Capital Management. - Panel Discussion – ESG & Impact Investing in the Face of Global Shifts
Focus: ESG and impact investing challenges and opportunities.
Questions addressed: How global elections affect ESG priorities, staying compliant, aligning portfolios with climate goals, and turning ESG risks into growth.
Moderator: Angelika Hernandez, Marcuard Heritage
Panelists: Experts from Basellandschaftliche Kantonalbank, Copernicus Wealth Management, Lienhardt & Partner, and more. - Panel Discussion: The Equity Equation: Evaluating Impact on Portfolios
Focus: Building equity portfolios amid global economic uncertainties.
Questions addressed: Value vs growth, active vs passive management, large vs small-cap investments, and ESG integration.
Moderator: Eric Thuillier, Deep Wealth
Panelists: Leading figures from HSBC Private Bank, Pictet Wealth Management, Sept Finance, MSCI, and more. - Panel Discussion: What Comes Next in Alternatives
Focus: Positioning alternative investments for future portfolios.
Questions addressed: How alternative investments compete with traditional asset classes, and how customer needs shape private market opportunities.
Moderator: Alexandra Tischendorf, Willis Tower Watson Switzerland
Panelists: Experts from Banque Cantonale Vaudoise, Capital Y, Jesmond Mizzi Financial Advisors, and SPARX Asset Management. - Breakout Educational Peer-to-Peer Discussions – Session One
Topics: Sustainable forestry, investing in China, private credit, biodiversity, litigation finance, and private market tools.
Hosts: Experts from IWC, KraneShares, FC Capital, MSCI, and more. - Breakout Educational Peer-to-Peer Discussions – Session Two
Topics: Wealth preservation, equity-like returns in real estate debt, Japan’s equity markets, AI in financial research, and more.
Hosts: Experts from Jesmond Mizzi Financial Advisors, Kawa, SPARX Asset Management, and others. - Afternoon Presentation: Investing in Sustainable Forestry
Focus: The importance of incorporating biodiversity and natural resources into investment strategies.
Presenter: Otto Reventlow, BNP Paribas Asset Management - Panel Discussion: From Real Estate to Real Assets
Focus: Opportunities in real assets and commercial real estate.
Questions addressed: Multi-family real estate, niche investment strategies, and integrating infrastructure and commodities.
Moderator: Antonio Curia, Mieli Private Office
Panelists: Experts from Zurich Insurance, Kawa, Jones Lang Lasalle, and Baker Steel. - Panel Discussion: Fixed Income – Rising Trends Shaping Today’s Landscape
Focus: The evolving bond market and credit dynamics.
Questions addressed: Policy reversals, liquidity in the bond market, private vs public credit markets, and their impact on portfolios.
Moderator: Charles Viennet, EFG Bank
Panelists: Experts from Banque Piguet Galland, HSBC Private Bank, Raiffeisen Switzerland, and FC Capital. - Leadership Panel Discussion: Decision-Making in Disruptive Times
Focus: Strategic decision-making amid operational, cultural, and technological disruptions.
Moderator: Jamie Vrijhof-Droese, WHVP
Panelists: Leaders from Cité Gestion, Vontobel, Zürcher Kantonalbank, and Altoo. - Keynote – Navigating a Politically Supercharged Investment Regime
Focus: Navigating political volatility in investment strategies.
Interviewer: Michael Field, Morningstar
Keynote Speaker: Yves Bonzon, Julius Baer Group. - Host’s Closing Remarks
Organizer: Roxane Légaré, Markets Group
