Conference Agenda


7.30 Registration, refreshments and networking

8.00 Opening Remarks & Welcome

Christian Dreyer CFA, CEO CFA Society Switzerland

8.05 Family Office for Generations: Mapping the landscape and why some Family Offices fail

Prof. Denise H. Kenyon-Rouvinez, The Wild Group Professor of Family Business, Family Office, Governance, IMD

8.30 Family Governance for Generations: Effective family governance and legal structures - pitfalls and best practices

Dr. iur. Kurt Moosmann, Owner of MOOSMANN ADVISORS

8.55 Family Business for Generations: How families can plan and prepare for the long-term

Prof. Morten Bennedsen, The André and Rosalie Hoffmann Chaired Proffessor of Family Enterprise, INSEAD

9.20 Panel / Q&A: From shirtsleeves to shirtsleeves in three generations? How to sustain family wealth for many generations?

Prof. Denise H. Kenyon-Rouvinez, Dr. iur. Kurt Moosmann, Prof. Morten Bennedsen, Eftychia (La) Fischer CFA (Moderator)

10.00 Networking break

10.20 Esoteric Assets: Surprising conclusions from basic microeconomics

Rishi Ganti CFA, Founder of Orthogon Partners

10.50 Developing Investments for Generations: Development investments – scalable business models

Rochus Mommartz, CEO, responsAbility

11.15 Sustainable Impact for Generations: Sustainable investing

Reto Ringger, Founder and CEO of Globalance Bank, Founder of Sam Group

11.40 Panel / Q&A: Investing for Generations. Recipes for sustainable long-term investment success

Rishi Ganti, Rochus Mommartz, Reto Ringger, Anthony Cagiati CFA (Moderator)

12.15 Networking Lunch

13.30 Protecting Generations: Ethical hackers - live hacking demonstration

Cyrill Brunschwiller, Managing Director at Compass Security Schweiz

14.15 New generation of Family Officers: Investment Managers, Leaders and beyond

Matthias Schulthess CFA, Partner at SchulthessZimmermann Executive Search

14.45 Leaving a Legacy for Generations

Pamela Yang CFA, Senior Vice President – Head of Trusts and Gifts, Harvard Management Company

15.15 Networking break

15.45 Investing for Generations: Family history, wealth management and endowment approach of the Princely Portfolio

H.S.H. Prince Philipp von und zu Liechtenstein, Chairman LGT

Marcel Dillier CFA, Partner at LGT Capital Partners

16.35 The Family Office of the Future: Venture boutiques or wealth preservers?

Corinna Traumueller Schulthess, CEO of Family Office Management Consulting and Partner at SchulthessZimmermann Executive Search

17.00 Panel / Q&A: Family Office of the Future. Regulatory requirements, low investment returns, technological challenges - how can Family Offices anticipate and prepare?

Prof. Denise H. Kenyon-Rouvinez, Dr. iur. Kurt Moosmann, Prof. Morten Bennedsen, Peter Brock (Executive Director and Leader Family Office Services in EMEIA and GSA at EY), Corinna Traumueller Schulthess (Moderator)

17.30 Closing remarks

Christian Dreyer CFA, CEO CFA Society Switzerland

17.35 Apéro / Evening drinks reception