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.
ZURICH 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
PHILIPP BÄRTSCHI
Chief Investment Officer
J. Safra Sarasin
MAXIMILIAN KUNKEL
Chief Investment Officer
UBS
NORMAN VILLAMIN
Group Chief Strategist
UBP
NIKOLA VASILJEVIC
Head Global Asset Allocation
Barclays Bank
GREGORY HUNGL
Chief Investment Officer
Banque Richelieu
OMAR GADSBY
Head of Fixed Income Fund Selection
Lombard Odier
RETO CUENI
Chief Economist
Syz Group
MARC BRÜTSCH
Chief Economist
Swiss Life
Dr. MARTIN WEDER
Chief Economist, Investment Strategy & Economic Research
ZKB