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Global Investment Solutions Conference
Zurich | 18th November 2025

In a period of persistent inflation, technological disruption, and shifting global capital flows, investors face a complex and rapidly evolving market landscape. Our conference brings together a curated group of local asset allocators, CIOs, macro experts and investment strategists to share insights on how best to position portfolios amid these structural changes.

Designed for professionals in fund selection, portfolio construction and investment advisory, the conference, now in its 10th year, offers macro and strategy plenaries led by global and Swiss market experts, small-group roundtables focused on practical allocation themes and private networking with peers and leading managers in a confidential and collegial setting.

In a period of persistent inflation, technological disruption, and shifting global capital flows, investors face a complex and rapidly evolving market landscape. Our conference brings together a curated group of local asset allocators, CIOs, macro experts and investment strategists to share insights on how best to position portfolios amid these structural changes.

Designed for professionals in fund selection, portfolio construction and investment advisory, the conference, now in its 10th year, offers macro and strategy plenaries led by global and Swiss market experts, small-group roundtables focused on practical allocation themes and private networking with peers and leading managers in a confidential and collegial setting.

Plenary Speakers

CHARLES HENRY MONCHAU

CHARLES-HENRY MONCHAU
Chief Investment Officer
Banque Syz

Gaël Fichan

GAËL FICHAN
Head of Fixed Income &
Senior Portfolio Manager
Banque Syz

DR. ANJA HOCHBERG

Dr. ANJA HOCHBERG
Head Multi-Asset Solutions
ZKB




CHRISTOPH BONER

CHRISTOPH BONER
Chief Investment Allocation Officer
Vontobel




Philippe Weber

PHILIPPE WEBER
Head Investment Consulting
Mercer




MUSSIE KIDANE

MUSSIE KIDANE
CIO
Pictet North America Advisors




OMAR GADSBY

OMAR GADSBY
Head of Fixed Income Fund Selection
Lombard Odier




ANNELISE PEERS

ANNELISE PEERS
CIO
Investec




RETO CUENI

RETO CUENI
Chief Economist
Banque Syz




STEFAN GERLACH

STEFAN GERLACH
Chief Economist
EFG Bank




TSETEN GYALZUR

TSETEN GYALZUR
Senior Investment Consultant
Complementa




NADJA BLEULER

NADJA BLEULER
Chief Economist, Partner
Marcuard Family Office




Charlie Carre

CHARLIE CARRÉ
Senior Economist
CBH Bank




Belal Khan

BELAL KHAN
Consultant
KS Advisory




Roundtable Presenters

FRANCIS ELLISON

FRANCIS ELLISON
Client Portfolio Manager
Columbia Threadneedle Investments

THOMAS MEINKE

THOMAS MEINKE
Investment Director and VP
Dimensional Fund Advisors

FILIPPO GUERZONI

FILIPPO GUERZONI
High Yield Portfolio Manager
Eurizon Capital

CLAUS F NIELSEN

CLAUS F NIELSEN
Head of Diversified Equity/Multi Asset
Nordea

Tom Jeffcoate

TOM JEFFCOATE
Head of Equity Funds
Stonehage Fleming

CHRISTIAN SUTER

CHRISTIAN SUTER
Portfolio Manager, Swiss Equities
UBS

Event Sponsors

Mandarin Oriental Savoy, Zurich

18th November 2025

08:15 – 14:00

Register for Event

There is no cost to attend provided you are a professional investor or adviser that is able to select or recommend external funds on behalf of your organisation.

ANNELISE PEERS

Annelise Peers

Chief Investment Officer
Investec Bank

DAN SCOTT

Dan Scott

Head of Multi Asset
Vontobel

MUSSIE KIDANE

Mussie Kidane

Chief Investment Officer
Pictet North America Advisors

MAXIMILIAN KUNKEL

Maximilian Kunkel

Chief Investment Officer
Family & Institutional Wealth
UBS

TSETEN GYALZUR

Tseten Gyalzur

Senior Investment Consultant
Complementa

PHILIPP WEBER

Philipp Weber

Head Investment Consulting
Mercer Switzerland

OMAR GADSBY

Omar Gadsby

Head of Fixed Income
Fund Selection
Banque Lombard Odier & Cie SA

COLLA RENSCH

Colla Rensch

Head of Alternatives
Fund & Quant Research
Banque Syz

ADRIEN PICHOUD

Adrien Pichoud

Chief Economist
Banque Syz

KARSTEN JUNIUS

Karsten Junius

Chief Economist
Bank J. Safra Sarasin

COLLA RENSCH

Colla Rensch

Head of Alternatives
Fund & Quant Research
Banque Syz

RETO CUENI

Reto Cueni

Chief Economist
Vontobel

GIANLUIGI MANDRUZZATO

Gianluigi Mandruzzato

Senior Economist
EFG Asset Management

Nataliya Shybanova

Gianluigi Mandruzzato

Board Member
Green Wealth Partners

PHILIPP BÄRTSCHI

Philipp Bärtschi

CIO
Bank J. Safra Sarasin

NORMAN VILLAMIN

Norman Villamin

Group Chief Strategist
Union Bancaire Privée

DR. ANJA HOCHBERG

Dr. Anja Hochberg

Head of Multi Asset Solutions
ZKB

DIMITRI SENIK

Dimitri Senik

Leader Investor Trust Services
PwC Switzerland

PASCAL SCHULER

Pascal Schuler

Head Fund Solutions & Direct Investments
Credit Suisse

PHILIPPE LUETHY

Philippe Luethy

Head of Investment Switzerland
AON

DR. FELIX BRILL

Dr. Felix Brill

CIO
VP Bank

DR. CHRISTOPH KÜNZLE

Dr. Christoph Künzle, CFA

ZHAW & Director
Deloitte

LIANA LOGIURATO

Liana Logiurato

Board Member
Intesa Sanpaolo

ANDRÉ BANTLI

André Bantli

Head Investments
Distribution & Client Management
Vontobel Wealth Management

MAXIME SABIAUX

Maxime Sabiaux

Deputy CEO & COO
Société Générale Pvt Bank

ADRIAN KÜNZI

Adrian Künzi

CEO of Union Bancaire Privée Zurich
& Head of Wealth Management
European Markets

Past Sponsors

Event Highlights

Event Location

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Ray Dillet

RAY DILLET
Regional Director, Head of Financial Institutions
Bitwise Investment

Ray brings 15 years of professional experience as an Alternatives specialist, holding senior business development and strategy roles at Deutsche Bank, PGIM and (Lyxor) Amundi where he partnered with some of the most well-regarded Hedge Funds globally. He also Co-Founded Bridge Partners, a boutique advisory & asset management firm that employs a strategic and thesis driven approach to digital asset investing. Prior to this he spent several years in the British Army and Security Services, first encountering Bitcoin in 2011 whilst working at the National Cyber Security Centre (GCHQ) and he has been actively investing in digital assets since 2017. 

STEVE SCHOFFSTALL

STEVE SCHOFFSTALL
ETF Product Management, Sprott Asset Management
HANetf

Steve Schoffstall joined Sprott Asset Management USA as Director, ETF Product Management in April 2022 and has more than 18 years of experience in the ETF industry. In this role, Mr. Schoffstall leads the ETF product management team in the creation, launch and ongoing support of Sprott’s U.S.-listed ETFs. 
 
Before joining Sprott, he was the Senior ETF Product Manager at ProShare Advisors, responsible for the firm’s flagship dividend growth suite, product launch initiatives, and lifecycle management for more than 200 ETFs and mutual funds. Before joining ProShare Advisors, Mr. Schoffstall held varying positions at Vanguard, which included responsibility for ETF product management and capital markets for the nation’s second-largest ETF issuer. Steve began his career at ProShare Advisors in the portfolio management group and was instrumental in launching the firm’s first ETFs while serving as the Commodities Portfolio Manager. Mr. Schoffstall earned his Bachelor of Science in Finance and MBA from Penn State University. He also holds a Series 7 license, administered by the Financial Industry Regulatory Authority (FINRA), and holds National Futures Association (NFA) licenses Series 3 and Series 30.