FUTURE
CONFERENCES
Purpose
This conference, conducted in English, seeks to examine a range of topical investment strategies, opportunities and new ideas available to Swiss and other investors in the region, such as pension funds, foundations, large family offices and private banks. We will take account of the latest trends and the outlook for investments in the prevailing market conditions as well key practicalities such as implementation and specific regional requirements/challenges.
Programme
09.30
Registration
10.00
Conference start
13.00
Lunch
15.00
Close of Conference
Technical Director
Fathom Consulting
Macroeconomic and financial markets overview
This presentation will present a macroeconomic and financial markets overview, with a focus on the outlook for interest rates and what that might mean for government finances.
Head of Research
DWS Infrastructure
European Transformation: Strategic opportunities for private equity infrastructure investments
The well-documented slowdown showed signs of coming to an end as 2023 drew to a close, with 2024 likely to be a significantly more positive market for fundraising and transactions across the unlisted infrastructure market. The higher interest rate environment has been partially absorbed by the infrastructure asset class to date and we continue to believe there will not be a broad-based repricing event in the market. Total return performance will be under pressure as different infrastructure business types attempt to balance the negative impact of higher risk-free components of their discount rates against what has been a robust period for cash generation. Lower returning equity strategies are comparatively less attractive in this environment, which may drive growing interest in infrastructure debt and higher-returning equity strategies. Given trends in investor allocation decisions, mega funds will continue to attract capital and many managers will aspire to raise ever larger funds, which should create opportunities for midmarket investors to develop and and grow assets to satisfy increasing demand for larger assets.
Co-Chief Investment Officer, Global Fixed Income
Senior Vice President
Senior Portfolio Manager
American Century Investments
US Corporate Credit: Cycle Inflection Creates Excellent Active Management Opportunities
2024 brings with it much uncertainty: What is happening with the economic cycle? Will inflation and employment statistics support meaningful Fed rate cuts? How will corporate issuers deal with today’s high debt costs and a cycle that is turning? However, amid uncertainty and volatility, typically comes opportunity. This presentation will discuss the macro outlook and offer an assessment of corporate credit risks and opportunities.
- Key economic signals that are driving an outlook for fixed income and credit
- Current investment-grade and high-yield credit valuations and what this means for opportunity
- Critical corporate credit market indicators to keep a close watch over
- The divergence between winners and losers in this market – the importance of active credit management
- Opportunities we expect to capitalize upon
Partner, Sustainability and Strategic Regulatory
PwC Switzerland
Sustainable Investing
11.10
Tea/coffee break
Session 2
11.40
Managing Director, Europe
True Green Capital Management
Opportunities in Distributed Solar Power Generation in the U.S. and Europe
• Solar and conventional power generation
• The energy transition landscape
• Macroeconomic environment in the U.S. and Europe
• The evolution of solar markets
• Investing in distributed solar markets and value creation
14.00
Session 3
Investor perspectives
Panellists to date:
Short presentation by Nic Firzli: Asset Allocation & Sustainably Matrix
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
Venue
Renaissance Zurich Tower Hotel
Turbinenstrasse 20,
8005 Zürich
Switzerland
Tel: +41 44-630 30 30
https://www.marriott.com/en-us/hotels/zrhbr-renaissance-zurich-tower-hotel/overview/
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