Verband Schweizerischer Vermögensverwalter: Conferences

Conferences

As part of the continuing training program, SAM offers a series of conferences/webinars with its partners as well as with the network of Swiss universities and renowned experts.

These conferences/webinars are offered free of charge to SAM members and are accredited on the continuing training platform.

Annual congress

2023 (Visible for Active Members only)

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AI Portfolio Management : Opportunities and Challenges - Prof. Dr. Erich Walter Farkas

Mobility of Global Families and Entrepreneurs : The prevention and resolution of international tax disputes - Prof. Dr. Robert Danon

Do investors care about more than financial performance ? Evidence from academia and UHNW sustainable investors - Dr. Falko Paetzold & Andrew Douglas, CFA

Performance und Haftung : Zum Management von Rechtsrisiken im Zusammenhang mit enttäuschten Anlegererwartungen - RA Alexander Rabian

Performancemessung für Immobilien Direktanlagen - Nicola Stalder

2022 (Visible for Active Members only)

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Welcoming speech – Serge Pavoncello

Key speech: Sustainable Finance without taboo? - Angela de Wolff & Loïc Schmid

Taxation of high net worth individuals and global families - Prof. Dr. Robert Danon & Prof. Dr. Guglielmo Maisto

Greenwashing – Caught between prosecutors, regulators and political protection - RA Alexander Rabian

Latest trends in the real estate market and related ESG matters - Dr. Philippe Sormani

Understanding today’s inflation - Prof. Dr. Jan-Egbert Sturm

Proprietary ESG system for assessment and rating / scoring - Karsten Guettler, UBS Asset Management

How to manage sustainable stragies with AMC's? - Michael Haupt, Bank Vontobel AG

The Net Zero challenge: How to invest in line with the objectives of the Paris Agreement? - Guillaume Levannier, Lombard Odier Investment Manager

(Available on request, training@vsv-asg.ch) Unlocking the value of ESG data - Norbert Ruecker, Bank Julius Bär & Co. AG

2021 (Visible for Active Members only)

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Welcoming speech - Serge Pavoncello

Key speech - Prof. Dr. Jan-Egbert Sturm

Immobilienpolitik und Regulierung: Impacts im Markt. - Dr. Philippe Sormani & Simon Hurst

How family offices and provate banks implement ESG & impact, on the ground: ... - Prof. Dr. Falko Paetzold

The OECD/G20 global minimum tax and its impact for Switzerland - Prof. Dr. Robert Danon

Crypto-Assets: Rechtliche und rechtlich-technische Aspekte für Vermögensverwalter - RA Alexander Rabian

Future of Tech Economy - Rolf Ganter, UBS Global Wealth Management

How to best invest in the climate transition? - Maxime Perrin, Lombard Odier Investment Managers

EAM Business - 2025: Where are we heading to? - Severin Rupp, Bank Vontobel AG

Webinars

Webinars - Scientific Committe SAM (Visible for Members only)

12.12.2023: Navigating the Growth Trap: Academic Insights on Equity Selection for Swiss Asset and Wealth Manager

12.12.2023: [Recording] Navigating the Growth Trap: Academic Insights on Equity Selection for Swiss Asset and Wealth Manager

13.09.2023: Will central banks trigger the next recession?

13.09.2023: [Recording] Will central banks trigger the next recession?

29.08.2023: Sustainable and ESG investing outlook; adjusting to new paradigms

15.06.2023: KOF Summer Forecast 2023 : Strong employement meets faltering economy - Prof. Dr Jan-Egbert Sturm

10.05.2023: Decentralized Finance - University of St. Gallen

03.05.2023: DeFi Unlocked Exploring the Future of Finance - University of St. Gallen

03.05.2023: [Recording] DeFi Unlocked Exploring the Future of Finance - University of St. Gallen

09.03.2023: Machine Learning for investment management - University of Neuchâtel

09.03.2023: [Recording] Machine Learning for investment management - University of Neuchâtel

14.12.2022: Assessing and benchmarking the sustainable investing capabilities of private banks and wealth managers

05.10.2022: Opportunities of Independent Financial Research for Swiss Asset and Wealth Managers

05.10.2022: [Recording] Opportunities of Independent Financial Research for Swiss Asset and Wealth Managers

01.09.2022: Stagflation: enemy of central banks and... of investors?, Dr. Michel Girardin

01.09.2022: [Recording] Stagflation: enemy of central banks and... of investors?, Dr. Michel Girardin

03.02.2022: Global Minimum Taxation of MNE groups: an international and Swiss perspective

03.02.2022: Pillar Two Model Rules in a Nutshell - OECD

01.12.2021: Robo-Advisory : An opportunity for financial industry?

01.12.2021: [Recording] Robo-Advisory : An opportunity for financial industry?

25.08.2021: [Recording] Inflation post pandemic: the good, the bad or the ugly?

04.05.2021: Digitalization & Pandemic: Impact on the real estate market and perspectives

11.02.2021: Opportunities of Independent Financial Research for Swiss Asset Managers: Presentation of HSG-VSV Survey and VSV-InnoSuisseProject

Workshop - Weiterbildungsplattform (Visible for Members only)

17.06.2022 Weiterbildungsanforderungen | Weiterbildungsplattform VSV

05.03.2020 - Workshop Weiterbildungsplattform