Quarterly Swiss CIO Roundtable
In a rapidly evolving economic and financial landscape, Chief Investment Officers face unprecedented challenges and opportunities. From navigating market volatility to integrating sustainable practices and adapting to disruptive technologies, investment strategy is undergoing a profound transformation. How can CIOs stay ahead of the curve, ensuring resilience while seizing emerging opportunities?
This exclusive roundtable will bring together leading CIOs from across sectors to share insights, strategies, and practical solutions for building portfolios that thrive in an era of uncertainty. By the end of 2025, this CIO Roundtable will become a quarterly event, establishing a periodic platform for collaboration, idea exchange, and peer benchmarking.
Key Discussion Points:
- Macro-Economic Outlooks: Insights into economic prospects for the United States, China, and Switzerland.
- Tactical Portfolio Positioning: Strategies for addressing key challenges over the next 6 to 12 months.
- Geopolitical Risks: Managing portfolio risks amid global political uncertainties.
- Sectoral and Thematic Convictions: Exploring leading sectoral and thematic investment opportunities.
We are pleased to invite you to this exclusive CIO roundtable, where thought leaders in investment management will engage in candid discussions on the future of investment strategy. The event will provide a unique opportunity for networking, benchmarking, and gaining actionable insights from peers in the industry.
This event is tailored for Chief Investment Officers, heads of investment strategy, and senior decision-makers in the financial sector, including representatives from family offices, private banks, asset managers, and institutional investors.
To foster meaningful dialogue among leading CIOs, provide a platform for sharing best practices, and explore innovative strategies to address the challenges and opportunities of the evolving financial landscape.
Proposed Format:
- Welcome and Keynote Address: Expert perspective on the future of investments.
- Panel Discussion: Featuring top CIOs sharing their experiences and strategies.
- Roundtable Dialogue: Interactive discussions in small groups for deeper engagement.
- Networking Session: Informal discussions over refreshments.
Why Attend?
- Gain actionable insights into emerging trends in investment strategy.
- Benchmark your practices against those of leading CIOs.
- Build connections with peers and industry experts.
- Stay informed about cutting-edge tools and frameworks driving investment innovation.
This quarterly CIO Roundtable series aims to empower investment leaders to navigate today’s complexities while positioning their organizations for long-term success.
Date: May, 2025
Location: Lugano
Attendance: 15 CIOs, Chiefs Economist and Market Strategists.
