0
0
0
0
Days
0
0
Hrs
0
0
Min
0
0
Sec

SWISS FINANCE SUMMIT

September 12-14, 2019 | Zurich, Switzerland

About SFS

The Swiss Finance Summit is an exclusive invite-only investor conference on wealth management, alternative investments and digital assets. We connect selected HNWI (CEOs, leaders, change-makers from all around the globe) with the leading providers of the Swiss private banking and asset management universe as well as global alternative investments: Old World Finance meets Digital Assets! The 3-day conference offers expert education, investment opportunities, excellent networking opportunities and last but not least a great setting in exclusive and beautiful locations in Zurich, Switzerland.

Learn More

LISTEN TO THE

Event Speakers

Mauro Casellini
CEO
@ Bitcoin Suisse (Liechtenstein) AG

Mark Turrell
CEO Vork & Orcasci. World Economic Forum YGL & Tech Pioneer

Pierre Gabris
Founder & Managing Partner @ Alpenrose Wealth Management International AG

Amit Pradhan
Founder & President @ Silicon Valley Blockchain Association

Brian Fischer
Head External Asset Managers @ Bank Vontobel AG

Egon von Greyerz
Founder & Managing Partner @ Matterhorn Asset Management AG – GoldSwitzerland

Naveet Maharaj
Managing Partner @ Concordia Global Finance. Specialist alternative lender on illiquid & private assets

Jordan Kotick
Former Trader, Macro Strategist & Faculty Member @ the School of Management of the University of Western Ontario

Dmitry Kaminskiy
Leading Longevity Expert. Managing Partner @ Aging Analytics Agency & Deep Knowledge Ventures.

Saifedean Ammous
Associate Professor of Economics @ Lebanese American University. Author of The Bitcoin Standard

Ralf Glabischnig
Founder & Managing Partner @ CV VC (Crypto Valley VC)

Florian Ducommun
IP/Tech Attorney / Blockchain Legal Advisor / Founding Partner @ HDC Law

Monique Morrow
TEDx Speaker / Forbes top 50 Women globally in Tech 2018 / President @ The VETRI Foundation

Dianne Schepers
Change- & Rainmaker in NewTech/DLT + Impact / Legal-Deal-Ops-Corporate Development Executive / Lead @ Blockchain4Good

Lucas Betschart
President @ Bitcoin Association Switzerland / Head Technology Crypto Assets @ inacta AG

Daniel Bader
Tax Partner @ Bär & Karrer

Julien Duniague
CEO @ Atlantic Derivatives – Managing Partner / Commercial Director @ Atlantic Financial Group

Olaf Hannemann
Co-Founder @ CV VC AG

More to be announced soon!

Conference

The conference takes place in the „Zunfthaus zur Waag“, which is situated in the heart of Zurich’s old town and provides an exclusive setting for unique experiences in a historic, refined atmosphere. The former guild house is a listed heritage building and some parts of it date back to the 14th century. The hall is unequalled, as is its central location near Bahnhofstrasse and Paradeplatz, directly facing the Fraumuenster Church with its famous Chagall windows.

Lunch, dinner and side program from Thursday September 12, 2019 to Saturday September 14, 2019 are included in the conference pass. Expenses for nightlife, personal expenses and accommodation are not included. Unofficial start on the evening Wednesday September 11, 2019 with a get-together in a reserved location (at own cost) for drinks & dinner. Our recommendation: Arrival in Zurich until Wednesday afternoon and departure any time on Sunday.

PROGRAM

Agenda

Wednesday: Arrival in Zurich

TIME TOPIC
19:00 – 20:00 Reception & Aperitif
20:30 – 22:00 Dinner
22:00 – Open End Post Dinner Drinks

Thursay: SFS in the Swiss Banking Capital Zurich

TIME TOPIC
08:30 – 08:50 Welcome coffee at Zunfthaus zur Waag
08:50 – 09:00 Welcome to Switzerland & the SFS! i) Action Steps to achieve Financial Abundance (Recap TR Finance Trip: Knowledge = Potential): Asset Allocation & asymmetric returns ii) Solution SFS (Execution = Power): Agenda
09:00 – 09:30 Switzerland & world: Switzerland as Safe Haven, Swiss Franc, Swiss Asset Management & PB
09:30 – 10:15 Macro Overview: the state of the world economy, what is driving the markets and what will drive returns in the next decade
10:15 – 11:00 Asset Allocation: why it is the single most important decision that drives 90% of investment returns. Historic and current asset class performances. PBs / EAMs as instrument to capture a part of the available asset universe.
11:00 – 11:20 Coffee break
11:20 – 11:50 EAM Model & Offering Multi Family Office: why do UHNWI like and use EAMs
11:50 – 12:20 Offering Private Banks / Custodians: Vontobel
12:20 – 12:30 Wrap Up
12:30 – 13:30 Lunch & Networking with providers & speakers
13:30 – 14:00 Entrepreneurial needs: Swiss Asset Protection after exit, relocation & dual citizenship
14:00 – 14:20 Alternative lending solutions on illiquid assets: borrow on your listed, unlisted (company, real estate) and luxury assets (e.g. private jet, art, yacht)
14:20 – 14:40 Introduction Alternative Investments: to further enhance Asset Allocation
14:40 – 15:10 Structured Products: customize risk and return to your individual preferences while even minimizing issuer risk.
15:10 – 15:30 Real Estate: unique asymmetric risk return opportunities in USA
15:30 – 15:50 Coffee break & Networking with providers & speakers
15:50 – 16:20 CBD and the future
16:20 – 16:50 Longevity and Anti-Aging Industry: Private Equity opportunities and de-risking investments
16:50 – 17:15 25 Year Plan: You can do anything with the right attitude and toolset!
17:15 – 18:30 Old town city tour from financial angle / history
18:30 – 20:00 Apero & Networking with providers & speakers
20:30 – Open End Dinner & Party

Friday: SFS in Crypto Valley Zug

TIME TOPIC
08:00 – 09:00 Departure to Zug
09:00 – 09:10 Introduction & Welcome
09:10 – 10:00 The Blockchain Revolution: the history of money & industrial revolutions. Introduction to money, what is money, the history of monetary revolutions and why BTC is the next iteration of money.
10:00 – 10:40 Wealth Preservation: purchase gold & silver bars as the ultimate form of wealth preservation and store within bullion vaults in Switzerland with total control over and personal access to your precious metals
10:40 – 11:00 Coffee break & Networking with Providers & Speakers
11:00 – 11:20 Crypto Basics & Terminology: get a shared understanding of the blockchain technology, the characteristics of the blockchain technology and the most important elements such as smart contract, token economics and distributed ledger technology. Understand also the potential impact on business and society.
11:20 – 11:40 Token Taxonomy: overview of the different types of tokens and how they are distributed (private placement, ICO, IEO)
11:40 – 12:00 Crypto Trading Ecosystems: insights from an industry expert
12:00 – 12:20 The Crypto Valley Ecosystem: history, top 50 companies & focus on the top 3 unicorns
12:20 – 13:20 Lunch & Networking with Providers & Speakers
13:20 – 13:35 How to invest in Blockchain and Crypto Currencies: direct, listed, funds
13:35 – 13:50 Fund access: Altana Absolute BTC Return Fund
13:50 – 14:05 Direct access: open your wallet and buy your first BTC, buy an ETF or an ETN
14:05 – 14:20 Through a VC: portfolio approach through CVVC
14:20 – 14:40 SVBS Silicon Valley Blockchain Society: invest in the whole ecosystem & network
14:40 – 15:10 Coffee break
15:10 – 15:30 Decentralization & Sovereign Identity
15:30 – 15:50 Blockchain for Good
15:50 – 16:05 CFC: join the world’s most exclusive investor conference on cryptocurrencies and blockchain investments.
16:05 – 16:20 WEF: join the most exclusive conference in the world and network with Heads of State and CEOs of global corporations.
16:20 – 16:50 How to create a Legacy
16:50 – 17:00 Wrap Up
17:00-18:00 Departure
18:00 – Open End Swiss Finane Summit Dinner & Party with private Uros Peric concert

Saturday: SFS Fun & Networking in Zurich

TIME TOPIC
8:00 – 12:00 1:1 Meeting with Provider to discuss individual situation / Personal Time
12:00 – 17:00 Lunch & Group Activity
17:00 – 19:00 Personal Time
19:00 – Open End Dinner & PARTY

Changes may apply

Application form for the Swiss Finance Summit

Apply Now

Please register using the application form below. We will verify your application carefully and will contact you with the final acceptance or rejection notification.


YesNo

YesNo

YesNo
By checking the box, you agree to our General Terms and Conditions, our Terms of Attendance and you confirm that you have read our Privacy Policy as well as our Cookies Policy.

WHO SUPPORTS US

Our Sponsors

More to be announced soon!

INFO UPDATE

Latest News

More to be announced soon!

For partnering opportunities and accommodation details please send an e-mail

Information