Swiss Fund Platform AG

Full House Again! 🚀 A big thank you to everyone who joined us today for an insightful and engaging event! 🌟 From exploring the compelling opportunities in India’s dynamic economy with Mike Sell of Alquity Investment Management, to understanding the timing for Fixed Income investments with DJE Kapital AG’s Mario Künzel, the sessions were filled with valuable insights. We also delved into the potential of High Yield investments in the Nordic region with Christoffer Malmström & Måns Levin from Ridge Capital, and examined how Varenne Capital Partners’s innovative strategies provide equity-like returns with risk mitigation, thanks to Jonathan Monat, CFA, CAIA. Your participation and enthusiasm made this event a great success! #InvestmentOpportunities #India #FixedIncome #HighYield #RiskMitigation #Alquity #DJEKAPITAL #RidgeCapital #VarenneCapital

🌟 Event Recap: Investor Focus Roundtable 🌟 We had the pleasure of hosting an engaging and insightful **Investor Focus Roundtable** on June 18, 2024, at Haus zum Rüden. The event featured three outstanding presentations that sparked valuable discussions and provided deep insights into emerging investment opportunities. 1. **"Bitcoin Spot ETFs in the USA: Accolade for Bitcoin, but Long Known in Europe"** Jan Altmann from ETC Group shared his expertise on accessing cryptocurrencies through securities. He elaborated on product structures and compared the new US ETFs with established crypto-ETPs in Europe, offering advice on integrating cryptocurrencies into financial portfolios. 2. **"Systematic Directional Liquid Token"** Maria Guinda, CIO of Whale Capital, introduced their highly diversified systematic directional digital assets fund. She explained how their fund integrates top-down quantitative analysis with bottom-up qualitative approaches to provide exposure to promising blockchain technologies and achieve a diversified portfolio. 3. **"Atonra AI & Robotics: Invest Beyond the Hype"** Charles Bordes from Atonra Partners SA discussed the advancements and growth potential in the AI & Robotics sector. He shared insights into Atonra's strategy, launched in 2015, and highlighted key areas for investment to capitalize on the sector's significant growth expected in 2024. A big thank you to our speakers, Jan Altmann, Maria Guinda, and Charles Bordes, for their exceptional presentations and to all attendees for their participation. The discussions and networking opportunities made this event a tremendous success. Looking forward to our next roundtable and more enriching conversations! #InvestorRoundtable #Crypto #AI #Robotics #InvestmentStrategies #Networking #Innovation

🌟 Event Recap: 14th Investor Focus Roundtable – Future Forward: Renewable Energy, Emerging Markets, and MOAT Opportunities 🌟 We are excited to share a recap of our successful 14th Investor Focus Roundtable held today. The event was a fantastic opportunity to delve into future-focused investment strategies and trends with four distinguished speakers. Here’s a brief overview of the insightful presentations: Macro Outlook Speaker: Prof. Dr. Josef Marbacher, Corum Vermögensverwaltung AG Prof. Dr. Marbacher kicked off the event with a comprehensive macro outlook, providing valuable perspectives on the current economic landscape and future projections. Why Emerging Market Debt Now? Speaker: Michael Talbot, M&G International Investments Switzerland AG Michael discussed the resilience of emerging markets post-COVID-19 and the potential for investors to reallocate to higher-yielding asset classes, highlighting the promising outlook for 2024. Insights into Hydrogen, Renewable Energy, and Electromobility Speaker: Manfred Wiegel, Green Benefit AG Manfred shared his expertise on sustainable energy solutions, including hydrogen, renewable energy, and electromobility, emphasizing the importance and growth potential of these sectors. Morningstar MOAT ETF Speaker: Roman Poole, VanEck Switzerland AG Roman presented the VanEck Morningstar US Small-Mid Cap Moat ETF, showcasing its unique investment approach based on Morningstar’s thorough equity evaluations and focus on companies with sustainable competitive advantages. The event also featured engaging networking opportunities, with a delightful lunch allowing participants to connect and discuss the day's insights. A big thank you to all attendees for making this roundtable a memorable and impactful event. We look forward to continuing this journey of financial innovation and investment excellence with you. Stay tuned for future events and continue to join us as we explore new investment horizons! #InvestorRoundtable #FutureForward #RenewableEnergy #EmergingMarkets #MOATOpportunities #CATFinancialProducts #FinanceEvent #InvestmentStrategies #EventRecap

🌟 Event Recap: 14th Investor Focus Roundtable – Future Forward: Renewable Energy, Emerging Markets, and MOAT Opportunities 🌟 We are excited to share a recap of our successful 14th Investor Focus Roundtable held today. The event was a fantastic opportunity to delve into future-focused investment strategies and trends with four distinguished speakers. Here’s a brief overview of the insightful presentations: Macro Outlook Speaker: Prof. Dr. Josef Marbacher, Corum Vermögensverwaltung AG Prof. Dr. Marbacher kicked off the event with a comprehensive macro outlook, providing valuable perspectives on the current economic landscape and future projections. Why Emerging Market Debt Now? Speaker: Michael Talbot, M&G International Investments Switzerland AG Michael discussed the resilience of emerging markets post-COVID-19 and the potential for investors to reallocate to higher-yielding asset classes, highlighting the promising outlook for 2024. Insights into Hydrogen, Renewable Energy, and Electromobility Speaker: Manfred Wiegel, Green Benefit AG Manfred shared his expertise on sustainable energy solutions, including hydrogen, renewable energy, and electromobility, emphasizing the importance and growth potential of these sectors. Morningstar MOAT ETF Speaker: Roman Poole, VanEck Switzerland AG Roman presented the VanEck Morningstar US Small-Mid Cap Moat ETF, showcasing its unique investment approach based on Morningstar’s thorough equity evaluations and focus on companies with sustainable competitive advantages. The event also featured engaging networking opportunities, with a delightful lunch allowing participants to connect and discuss the day's insights. A big thank you to all attendees for making this roundtable a memorable and impactful event. We look forward to continuing this journey of financial innovation and investment excellence with you. Stay tuned for future events and continue to join us as we explore new investment horizons! #InvestorRoundtable #FutureForward #RenewableEnergy #EmergingMarkets #MOATOpportunities #CATFinancialProducts #FinanceEvent #InvestmentStrategies #EventRecap

🌟 Event Recap: Successful Investor Focus Roundtable! 🌟 We are thrilled to share a recap of our exclusive CAT Financial Products AG event held this morning. The gathering was a tremendous success, bringing together industry leaders and professionals to explore the latest investment strategies and insights. Here's a brief overview of the presentations that captivated our audience: Risk-Parity Strategy: A Risk-Based Approach Speaker: Marco Tinnirello, Alpha Stream AG Marco discussed an investment solution encompassing crucial global asset classes, dynamically adapting to varying financial market environments. FX&PM Macro Relative Value Strategy Speaker: Felipe Pillar, Trius Partners AG Felipe highlighted a strategy focusing on foreign exchange and precious metals, aiming to maximize returns through smart volatility trading and global diversification. J. Lamarck Biotech Fund (UCITS IV) Speaker: Pamela Cela, J. Lamarck Asset Management Pamela presented insights into the biotech sector, focusing on mature pharmaceutical biotech companies and those with promising product pipelines on major markets like Nasdaq and NYSE. Smart Wealth Multi Asset Global Rotation Speaker: Martin Velten, Smart Wealth Asset Management AG Martin introduced a 100% AI-driven multi-asset global rotation product, showcasing its impressive average annual returns and reduced risk through dynamic market allocation. The event also featured engaging networking opportunities over coffee, croissants, and a standing lunch, allowing participants to connect and share their thoughts on the day's insights. A big thank you to all who attended and made this event a remarkable success. We look forward to hosting more such insightful gatherings in the future. Stay tuned for upcoming events and continue to join us on this exciting journey of financial innovation and investment excellence! #InvestorRoundtable #FinanceEvent #InvestmentStrategies #CATFinancialProducts #InnovationInFinance #Networking #EventRecap

A big thank you to everyone who joined us today at our Investor Roundtable! 🌟 It was a captivating morning filled with insights and discussions. A special thanks to our partners and sponsors for their support, and to all attendees for their engagement. 🔍 "Don't Lose the Focus" - Andrew Harvie from Columbia Threadneedle Investments, US shared insights on why maintaining focus on quality remains paramount and how diversification can expand investment opportunities. 💼 "Unlocking Exclusive Opportunities: The Power of Club Deals in Real Estate" - André Lagler from ACRON Group introduced us to the world of club deals in real estate, showcasing the strategic advantages and potential for exceptional returns. 🏠 "Real Estate Backed Bridge/Senior Loans" - Alexandra Ammann from Diamond Capital shed light on the benefits and low volatility of real estate backed lending, offering insights into their successful track record and investment strategies. Thank you once again to everyone who made today's event a success. For those who couldn't attend, we hope to see you at our future gatherings! #InvestmentInsights #NetworkingEvent #FinanceDiscussion #RealEstateInvesting

📢 What an insightful morning it was at our Investor Focus Roundtable earlier today! 🌟 From exploring risk-managed approaches to cryptocurrency to delving into the challenges and opportunities of impact investing, and finally, dissecting the developments in the defense industry, each session was brimming with valuable insights. 🔍 Session 1: Risk-Managed Crypto Strategies Participants gained practical insights into integrating cryptocurrencies like Bitcoin, Ethereum, Solana, or Chainlink into their portfolios while strategically managing associated risks. 🌱 Session 2: Sustainable Investing with Mandarine Global Transition Fund Attendees uncovered the power of sustainable investing in supporting ecological and energy transition, courtesy of the Mandarine Global Transition Fund. 🛡️ Session 3: Defense Industry Trends & Portfolio Preparedness In light of recent global security shifts, participants explored the implications of defense spending trends on their investment strategies, reevaluating stances on defense sector investments. Thank you to all who participated and contributed to the success of this event! Stay tuned for more exciting events in the future! 🌟

📢 We're thrilled to extend our heartfelt thanks to everyone who joined us for our special event today at the "Event-Kino" of CAT Financial Products in the heart of Zurich. During the event, we conducted an in-depth analysis of Sri Lanka’s current socio-economic status and its future prospects. Attendees had the opportunity to explore the investment potential within Sri Lanka's equity market through strategic involvement. Additionally, we provided a comprehensive overview of the Retail Investor Market in Sri Lanka, including the insights from the First Study on Fostering Savings Using the Matching Principle by Jovana Sipka. Furthermore, we showcased a captivating case study illustrating Financial Empowerment Through Technology. Thank you once again to everyone who participated and contributed to the success of this event! Stay tuned for more exciting events in the future! #Finance #Investment #SriLanka #Technology #Event #Zurich ACP ASSET MANAGEMENT | Asanth Sebastian SWIC Digital | Myriam Reinle CORUM Vermögensverwaltung AG | Stefan Bucher Swiss Fund Platform AG | Lilian Klose-La Scalea

🌟 Recap of a Dynamic Roundtable: Unveiling Crypto and Blockchain Insights 🚀   We're excited to share highlights from our recent Roundtable event that took place today at the "Event Cinema" of CAT Financial Products AG in Zurich. While not all of you could attend, we want to bring you into the loop on the enriching discussions that unfolded. Insights were shared by our partners, Coinstrategy Capital and atonra, shedding light on the current state of the crypto and blockchain ecosystem.   Our partners addressed key questions surrounding the crypto and blockchain market, exploring the potential impact of a Bitcoin Spot ETF approval, decoding the significance of the upcoming Bitcoin Halving in April, and offering strategies for maintaining optimal portfolio exposure in this dynamic landscape. The knowledge shared by our partners has undoubtedly enhanced our collective understanding of the crypto and blockchain industry. A special thank you to CAT Financial Products AG for graciously providing the exceptional venue at the "Event Cinema."   Thank you for being a part of our community and for your continued support!   #EventRecap #CryptoInsights #BlockchainDiscussion #NetworkingCommunity #SwissFinance Stefan Bucher | Lilian Klose-La Scalea | Thomas Tietz | Laurent Forestier | Christophe Magnin

🌟 Event Recap: Natixis Investment Managers "Emerging Market Update" 🌟 Yesterday we had the privilege of hosting top experts from Natixis Group for an insightful "Emerging Market Update." The event was an extraordinary success, and we are thrilled to share some of the highlights with you. The morning was filled with engaging presentations, providing valuable insights into the ever-evolving landscape of emerging markets: 🔮 Dr. Dirk Schumacher, Head of European Macro Research, kicked things off with a comprehensive "Outlook," shedding light on the economic trends that will shape our future. 💼 Charlotte Sargent, Portfolio Manager at WCM Investment Management, offered a deep dive into "WCM Global Emerging Markets," exploring the opportunities and challenges in this dynamic sector. 📈 Edgardo Sternberg, Vice President and Portfolio Manager at Loomis, Sayles & Company, presented the "Loomis Sayles Short Term Emerging Markets Bond Fund," offering a closer look at a crucial aspect of emerging market investments. 🌏 We had the pleasure of a live broadcast from Boston, where Portfolio Manager Ashish Chugh shared insights on "Loomis Sayles Global EM," providing a global perspective on emerging markets. The event was a fantastic opportunity to gain a deeper understanding of emerging markets, learn from experts in the field, and connect with fellow professionals. We extend our sincere thanks to all our speakers, partners, and attendees for making this event a resounding success. We look forward to more opportunities to learn, grow, and connect in the future. Stay tuned for updates on our upcoming events, and once again, thank you for being part of this remarkable day! #NatixisGroup #EmergingMarkets #EventRecap #Networking