November 7th 2024
Our CEO, Chiron, recently attended the Marketsgroup 8th annual institutional forum, an influential event featuring insightful discussions with industry experts and private bankers.
The forum provided extensive networking opportunities and fostered partnerships that enhance PisanoGlobal and its investment products.
Key sessions included :
1. The Changing Role of the Office
Host: Linda Koster (CEO, CK Capital Partners)
- Focus: Examining how the office real estate market is evolving, with emphasis on the impact of macroeconomic trends and how value-add investment strategies are becoming more common in real estate portfolios.
2. Asset Allocation and Macro-Economic Outlook for the Next 12 Months
Panelists:
- Fabienne Hockenjos-Erni (CIO, Basellandschaftliche Kantonalbank)
- Tauno Lörtscher (Head of Investment Strategy, Swiss Re)
- Björn Jesch (Global CIO & CEO, DWS)
- Focus: Discussing asset allocation strategies in a low-growth, high-volatility environment. Topics include positioning portfolios for fiscal stimulus, tax changes, deregulation, protectionist policies, and currency impacts.
3. Managing Risk in Long-Term Equity
Host: Ben Peters (Co-Founder & Fund Manager, Evenlode Investments)
- Focus: Exploring how to manage risk in long-term equity investments, emphasizing thoughtful decision-making and a holistic risk management approach.
4. Opportunities in Private Credit and Private Debt
Panelists:
- Moritz Zander (Head of Investments, New Reinsurance Company)
- Martin Fahr (Managing Director, Aksia)
- Jamie Clark (Director – Infrastructure Debt, MetLife Investment Management)
- Focus: Exploring the opportunities in private credit and debt, which offer higher risk-adjusted returns and diversification. The panel discusses how these investments can provide income in uncertain markets.
5. Global Equities: Relevancy and Value in Today’s Markets
Panelists:
- Mathilde Franscini (MD, Bank J. Safra Sarasin)
- Jacques Lemoisson (CEO, Gate Capital Management)
- Benjamin Schoch (CIO, SwissRe Pension Fund)
- Laina Draeger (Director of Global Equities & Responsible Investing, Los Angeles Capital Management)
- Focus: Discussing the relevance and value of global equities in today’s volatile market. The panel explores how to position equity portfolios for long-term success, comparing U.S. markets with others globally.
-Roundtable Discussion
Topic: Can You Deliver an Income Portfolio as a Quality Investor?
Host: Ben Peters (Evenlode Investments)
- Focus: Discussing how to construct income-generating portfolios while maintaining quality investment standards.
Topic: Ai the investment of the year?
Host: Fawaz Chaudhry (Head of Equities, Fulcrum)
- Focus: Exploring AI as an emerging investment opportunity and why it’s being considered a top investment of the year.
6. Evaluating Real Assets and Real Estate Investments
Panelists:
- Robin Haber (Director, Private Markets, Feri)
- Martin Neubert (Partner & CIO, Copenhagen Infrastructure Partners)
- Focus: Evaluating different real estate strategies from core to opportunistic and niche approaches, highlighting the current state and future prospects for real assets.
7. Credit and Fixed Income: Reassessing the Asset Class and Sustainability Drift
Panelists:
- Agim Xhaja (CIO – Fixed Income, Banque Cantonale Vaudoise)
- Jackie Ineke (CIO, Spring Investments)
- Jérôme Arnold (Portfolio Manager, Retraites Populaires)
- Peter Van Gelderen (MD, Co-Head of Global Securitized, TCW)
- Focus: Reevaluating credit and fixed income investments, with attention to sustainability and evolving trends in this asset class.
8. Alternative Investments – Quo Vadis? A Look into the Future
Panelists:
- Elena Manola-Bonthond (CIO, CERN Pension Fund)
- Dario My (Head Venture Hub Switzerland, Deep Tech Nation)
- Fawaz Chaudhry (Head of Equities, Fulcrum)
- Focus: Exploring the future of alternative investments, including venture capital, deep tech, and other emerging sectors.
9. Institutional Leadership Roundtable: Decision-Making in Disruptive Times
Panelists:
- Christoph Bianchet (CIO, SUVA)
- Oleg Kapinos (Senior Product Specialist, Tokio Marine Asset Management)
- Focus: Discussing decision-making processes for institutional leaders in times of market and economic disruption, with a focus on adapting to uncertainty and driving long-term strategy.
