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