Global markets are entering a period of structural transformation—persistent inflation, higher-for-longer rates, mega-cap concentration and less reliable bond diversification are all testing the assumptions behind traditional strategic asset allocation. This half-day conference brings together leading fund managers and investment strategists to help fund buyers separate cyclical noise from lasting change, stress-test manager and portfolio construction assumptions, and identify where genuine diversification and opportunity now lie in a market regime that no longer rewards static weights alone.
Designed for professionals in fund selection, manager research, due diligence, portfolio construction and investment advisory, this premier event offers plenary macro sessions, practical investment strategy roundtables and invaluable networking. Engage directly with the managers and strategists shaping tomorrow’s portfolios, pressure-test your fund selection process against the sharpest minds in the market, and gain the edge needed to thrive in today’s evolving investment landscape.
GENEVA 2026
Professional Investor Forum & Roundtables
Global markets are entering a period of structural transformation—persistent inflation, higher-for-longer rates, mega-cap concentration and geopolitical fragmentation are all testing the assumptions behind traditional strategic asset allocation. This half-day conference brings together leading fund managers and investment strategists to help fund buyers separate cyclical noise from lasting change, stress-test manager and portfolio construction assumptions, and identify where genuine diversification and opportunity now lie—from shifting regional growth engines to the AI tools reshaping research and due diligence itself.
Designed for professionals in fund selection, manager research, due diligence, portfolio construction and investment advisory, this premier event offers plenary macro sessions, practical investment strategy roundtables and invaluable networking. Engage directly with the managers and strategists shaping tomorrow’s portfolios, pressure-test your fund selection process against the sharpest minds in the market, and gain the edge needed to thrive in today’s evolving investment landscape.
PLENARY
Macro Outlook Sessions
Senior allocators, fund selectors and strategists unpack the themes shaping portfolios today.
ROUNDTABLES
Practical Strategy Discussions
Small-group sessions led by fund managers on specific investment approaches.
NETWORKING
Peer & Industry Connections
Meet fellow fund buyers, advisers, and allocators from across the industry.
There is no cost to attend, and places are exclusively reserved for professional fund buyers, advisers, and individuals who are responsible for, influence, or have direct access to investment decision-makers within their organisation.
Plenary Speakers
ALEXANDRE ANDREANI
Chief Investment Officer
Andreani & Associés
JACQUES LEMOISSON
Founder & CEO
GATE Capital Management
MARCO BONAVIRI
Head of Portfolio Management
CBH Bank
VALDO PETRONIO
Founder & Chief Investment Officer
Wealth & Asset Management Solutions
AURÉLIE TIXERAND
Chief Investment Officer & Head of Discretionary Portfolio Management
Edmond de Rothschild
SERGE ALARCON
Head Multi-Asset & Systematic
Bank J. Safra Sarasin Ltd
FLORIAN MARINI
Head of Research
Bank Syz
HERVÉ PRETTRE
Head of Thematic Investments
Edmond de Rothschild
Four Seasons Hotel des Bergues
14 October 2026
Quai des Bergues 33, 1201 Genève, Switzerland