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.
About Us
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.
The EDGE of the Swiss Finance Summit:
- Challenge your Security Bucket: A hedge is only as good as the credit risk of your custodian or your counterparty. Remember the financial crisis in 2008 & the bankruptcy of Lehman Brothers? Are your safe assets really safe?
- Access real Doomsday hedges: Join us in the safest jurisdiction in the world, Safe Haven Switzerland. i) custody your security bucket assets with safe, family owned, conservative Swiss institutions with a long term horizon. ii) Buy your Bitcoin & Gold and store them outside of the FIAT financial system in Swiss mountain vaults. iii) Swiss residency with a Swiss home and its nuclear bunker.
- Access world’s best financial consolidation and monitoring service: Unparalleled transparency and control over your global assets (held in different financial institutions and held directly e.g. real estate, private investments), and invest totally independently of any particular product provider or custodian (banks, asset managers, insurance, etc.). Minimum net worth required to qualify.
- Execute and take massive action on your wealth management strategy in Safe Haven Switzerland, the natural home of the wealthiest and smartest investors in the world.
- Access the most exclusive networks: Join us for the World Economic Forum WEF in 2020 (the most exclusive conference in the world) and network with Heads of State and CEOs of global corporations. Get exclusive access to our partner (to be disclosed at the conference) and network with the most influential investors in the crypto space (restrictions may apply).
The 3 pillars of the Swiss Finance Summit:
- Exclusivity & Privacy: Tickets are not publicly available. All participants are hand-picked, screened and individually approved. The number of participants is limited to 50, which ensures a private atmosphere in a beautiful setting – perfect to connect and network.
- Access & Insight: To high quality networking & cutting edge solutions. Meet and learn from high profile investors, world class speakers and providers to only the wealthiest investors in the world; old world finance meets digital assets.
- Execution & Massive Action: Execute your wealth management strategy effectively to become bulletproof for winter.
The purpose of the Swiss Finance Summit:
To bridge the gap from knowledge/potential to execution/power! To implement and improve your wealth management strategy in the most efficient & effective way. With direct access to the leading providers and cutting edge solutions globally. To become bulletproof for winter! In Safe Haven Switzerland.
Why Switzerland? A few facts:
Switzerland is Europe’s Crypto Valley and the #1 Wealth Management Centre globally. It is one of the world‘s most successful economies, with a consistently strong currency and a history of financial security. Its long traditions of democracy and neutrality help ensure political and social stability:
- #1 World talent ranking and #1 global innovation index.
- #3 Most productive country, low debt-to-GDP ratio (US: 109% vs CH: 41%), balanced budget with surplus for the last 10 years.
- World’s strongest currency: The Swiss Franc strengthened against the USD by 0.71% p.a. since 1900. Also, it is a reserve currency and highly liquid.
- World’s best-performing government bond market since 1900.
- World’s lowest 117-year inflation rate of just 2.2% p.a. since 1900.
Exclusivity & Privacy
Tickets are not publicly available. All participants are hand-picked, screened and individually approved. The number of participants is limited to 50, which ensures a private atmosphere in a beautiful setting – perfect to connect and network.
Access & Insight
To high quality networking & cutting edge solutions. Meet and learn from high profile investors, world class speakers and providers to only the wealthiest investors in the world: old world finance meets digital assets.
Execution & Massive Action
Execute your wealth management strategy effectively to become bulletproof for winter.
Security
Challenge your security bucket
Access
Access real doomsday hedges
Safe
Execute and take massive action in Safe Haven Switzerland.
Networking
Access the most exclusive networks
Monitoring
Access world’s best financial consolidation and monitoring service
LISTEN TO THE
Event Speakers
CEO Vork & Orcasci. World Economic Forum YGL & Tech Pioneer
Mark Turrell
EO Vork & Orcasci. World Economic Forum YGL & Tech Pioneer.
Mark Turrell is the founder and CEO of Orcasci, a strategy and marketing agency specializing in designing programs that ‘spread’ products, services, ideas and behaviors. Orcasci’s toolset for the Science of SpreadTM leverages scientific concepts and social networking technology to help you get people engaged and deliver change. Its unique approach rapidly achieves impressive results, drawing on insights from neuroscience, behavioral science, network science, collective intelligence and innovation.
Mark is passionate about helping people change the world for better and is keen on finding ways to spread and scale good things faster. With Orcasci he has worked on projects as diverse as elections, smoking cessation, and motion picture marketing.
Mark is the co-founder of Imaginatik, a firm that pioneered the use of collective intelligence and crowdsourcing techniques for corporations, with a special focus on innovation. During his sixteen years at Imaginatik, Mark worked with hundreds of companies around the world. His clients included Merck, Pfizer, Chevron, Dow Chemical, Nokia, IBM, Whirlpool, Weyerhaeuser and Xerox. As well as consulting with clients – and managing the business – he lead the firm’s research activities, publishing many research reports, articles and speaking at conferences around the world.
Mark was nominated as a Technology Pioneer by the World Economic Forum in 2008, and a Young Global Leader in 2010. He has been a member of the Clinton Global Initiative, through his work at Imaginatik.
Personal
Mark was born in Toronto, Canada. His parents are South African. He has lived most his life in England, as well as large stints in Paris, Berlin, Boston, San Francisco, Johannesburg and the French Alps.
Mark likes reading, especially business topics (although also interesting fiction and business history books). He actually enjoys travel and likes to visit cities often. In his spare time, Mark writes concept outlines for books, TV shows and movies.
Founder & Managing Partner @ Alpenrose Wealth Management International AG
Pierre Gabris
Founder & Managing Partner @ Alpenrose Wealth Management International AG
Alpenrose is a leading Swiss independent wealth management company with offices in Geneva, Zurich and Bach/Wollerau.
It provides the full range of wealth management services ranging from asset management to financial planning and accounting services.
Alpenrose is committed to its independence and works exclusively for the benefit of its clients without any conflicting interests.
It provides first-class services with full transparency and dedication.
Alpenrose clients are offered wealth management solutions customised to address their specific needs.
Founder & President @ Silicon Valley Blockchain Association
Amit Pradhan
Founder & President @ Silicon Valley Blockchain Association
Amit is a seasoned startup founder, investor and speaker, and spend my time creating, evangelizing and investing in the future of responsible AI and decentralization. A 19-year veteran of Silicon Valley, I have built deep-tech startups with multi-million-dollar revenue streams and focus on technology, startups and systems that have a positive impact on the humans they serve.
Amit travels around the world speaking at events, to evangelize the need for, and the path to, a future society that is driven by responsible AI, around Privacy, decentralization of power/control, recognition of bias and the economic agency in a world that is losing jobs to AI-driven automation at a rate and scale that is faster than ever before.
He is the co-founder & President of the Silicon Valley Blockchain Society, a network of some of the largest Investors, Thinkers, Practitioners and Creators, with Chapters around the globe – with a core mission to ‘Fund the Revolution’ and bring with it a thoughtful and responsible approach to the impact, value and culture in the Decentralized Ecosystem.
Amit is the Executive Chairman at Zero Labs, we are creating fully local multi-sensory A.I. that lives on user devices to listen, learn, reason, adapt and do tasks for its users without sending private data to the cloud and to give users control and economic agency over this rich data.
As a General Partner at JetVentures, a cross-stage fund, Amit invests in startups that use the power of exponential technology, to become a positive part of the daily life of humans around the world.
Amit serves on multiple Boards, including the Norwegian Refugee Council USA (nrc.no), Advisory Boards and act as a mentor to startup founders around the world. In my spare time (!), I’m often found playing, talking or writing about my love for football (soccer) or on my bicycle riding the beautiful trails around San Francisco.
Founder & Managing Partner @ Matterhorn Asset Management AG – GoldSwitzerland
Egon von Greyerz
Founder & Managing Partner @ Gold Switzerland
Egon started Matterhorn Asset Management (MAM) in 1999 as a private investment company. From the very beginning, wealth preservation was an important cornerstone of the company. Already back in early 2002, we were of the opinion that financial and economic risk in the world was getting uncomfortably high. So that year we made substantial investments in the physical gold market at $300 average. We recommended to our clients/partners to invest at least 25% and up to 50% of financial assets into physical gold. With global risk considerably higher today, we believe that an important exposure to physical gold is critical.
As gold started to rise in the early 2000s, demand for physical gold increased and in 2005 we set up a regulated company in Zurich – Matterhorn Asset Management AG. A couple of years later we formed GoldSwitzerland which is the precious metals division of MAM.
EARLY LIFE AND EDUCATION
Born with dual Swiss/Swedish citizenship, Egon’s education was mainly in Sweden. He started his working life in Geneva as a banker and thereafter spent 17 years as Finance Director and Executive Vice-Chairman of Dixons Group Plc. During that time, Dixons expanded from a small photographic retailer to a FTSE 100 company and the largest consumer electronics retailer in the UK.
Since the 1990s Egon has been actively involved with financial investment activities including mergers and acquisitions and asset allocation consultancy for private family funds. This led to the creation of MAM an asset management company based on wealth preservation principles. MAM is now the World’s leading company for physical gold and silver outside the banking system, directly owned by the investor. Our four vaults include the biggest and safest gold vault in the world, located in the Swiss Alps. Clients are High Net Worth Individuals, Family Offices, Pension Funds, Investment Funds and Trusts in over 52 countries.
Egon makes regular media appearances and speaks at investment conferences around the world. He also publishes articles on precious metals, the world economy and wealth preservation.
Managing Partner @ Concordia Global Finance. Specialist alternative lender on illiquid & private assets
Naveet Maharaj
Managing Partner @ Concordia Global Finance. Specialist alternative lender on illiquid & private assets
Former Trader, Macro Strategist & Faculty Member @ the School of Management of the University of Western Ontario
Jordan Kotick
Former Trader, Macro Strategist & Faculty Member @ the School of Management of the University of Western Ontario.
Jordan Kotick has worked on four Wall Street trading floors (JPMorgan Chase, Barclays, RBC Capital Markets and CIBC World Markets) as a Trader, Economist, Head of Cross Asset Strategy and Macro Strategist over the last 2 decades. As Managing Director, he built and led the top ranked financial markets research team at 2 different Tier 1 banks. Jordan was consistently ranked top 2 in client demand out of over 1000 researchers (Barclays) and ranked #1 in demand by governments/global central banks. He was the top read strategist at RBC with 3 times more readership than the #2 ranked strategist.
He has lectured and presented in over 35 countries and was the only strategist ever invited to present 2 years in succession at the Asia-Pacific Economic Forum hosted by the Central Bank of Indonesia. Jordan was consistently asked to hold weekend financial market and economic teaching seminars for the central banks of China, India, Thailand, Indonesia and through the Middle East. He was the first and only strategist to have a self-titled television segment, shown internationally, on CNBC for 5 years, “Kotick: Tick by Tick” was shown in the US, Europe and Asia.
Jordan has an M.A. in Philosophy, a B.A (Hon.) in Economics and Philosophy and is currently a part time Faculty member at the School of Management, Economics and Mathematics at the University of Western Ontario.
Leading Longevity Expert. Managing Partner @ Aging Analytics Agency & Deep Knowledge Ventures.
Dmitry Kaminskiy
Leading Longevity Expert. Managing Partner @ Longevity.Capital, Aging Analytics Agency & Deep Knowledge Ventures.
Dmitry Kaminskiy is an innovative entrepreneur and investor active in the fields of BioTech, FinTech, BlockChain, and Artificial Intelligence. He is co-founder and managing partner at Deep Knowledge Ventures, a leading investment fund focused on DeepTech, renowned for its use of sophisticated analytical systems for investment target identification and due-diligence.
He is a frequent speaker on AI and Longevity, including events organized in London by The Economist “Aging Societies and The Business of Longevity”, Financial Times “Smart Machines vs Smart People”, as well as others at Oxford and Cambridge Universities.
He is actively involved in the work of the initiative group and was instrumental at the initial stage of the launch of the All-Party Parliamentary Group for Longevity in the UK Parliament. He now serves as co-director of the secretariat, overseeing the APPG’s international Longevity cooperation development division. He is also supervising all of the APPG’s activities related to the development of centers of Artificial intelligence for Preventive Medicine in the UK.
Deep Knowledge Ventures Investment Fund and its analytical subsidiary Deep Knowledge Analytics are particularly active in the AI for Drug Discovery sector, starting with its 2014 seed investment in industry leader Insilico Medicine, whereas the Pharma Division of Deep Knowledge Analytics has become the unparalleled leader of deep quantitative analysis of the AI for Drug Discovery sector.
Aging Analytics Agency is the Longevity-focused analytical subsidiary of Deep Knowledge Ventures, and currently serves as the Longevity, Preventive Precision Medicine and Economics of Aging data analytics source for the All-Party Parliamentary Group for Longevity.
Dmitry’s most prioritized current project is the launch of Longevity.Capital, a hybrid index hedge fund, powered by comprehensive multidimensional analytical system developed by Aging Analytics Agency to structure advanced investment strategy.
Associate Professor of Economics @ Lebanese American University. Author of The Bitcoin Standard
Saifedean Ammous
Associate Professor of Economics @ Lebanese American University. Author of The Bitcoin Standard
Dr. Saifedean Ammous is the author of The Bitcoin Standard: The Decentralized Alternative to Central Banking, the first book on the economics of Bitcoin. He is Associate Professor of Economics at the Lebanese American University and member of the Columbia University Center on Capitalism and Society.
Founder & Managing Partner @ CV VC (Crypto Valley VC)
Ralf Glabischnig
Founder & Managing Partner @ CV VC (Crypto Valley VC)
Ralf Glabischnig is the founder of CV VC, an experienced startup investor and advisor with its own well-established ecosystem, including a co-working space, startup competitions, industry summits and strong ties to Swiss politicians and institutions. Based in the heart of Crypto Valley, they invest in all stages of blockchain development, from incubation to pre-ICO and post-ICO.
IP/Tech Attorney / Blockchain Legal Advisor / Founding Partner @ HDC Law
Florian Ducommun
Founder Partner @ HDC Law Firm
Florian Ducommun is an IP/Tech Attorney and Blockchain Legal Advisor.
TEDx Speaker / Forbes top 50 Women globally in Tech 2018 / President @ The VETRI Foundation
Monique Morrow
TEDx Speaker / Forbes top 50 Women globally in Tech 2018 / President @ The VETRI Foundation
TEDx Speaker and recognized as Forbes top 50 Women globally in Tech 2018. Monique is President of the VETRI Foundation with a mission to empower people to control their identity and privacy. Monique is President and Co-Founder of the Humanized Internet, a non-profit organization focused on providing digital identity for those individuals most underserved, blockchain is certainly a potential mechanism for this billion people challenge (https: www.thehumanizedinternet.org). Her greatest success has been in infusing a big-picture perspective that helps engineers and business leaders understand how existing and future technologies align with the needs of business, government, non-profits, and society-focused organizations.
Monique was recognized in June 2017 as one of the top 50 EMEA Influencers in Data Center and cloud. January 2018 PRNews announced that Monique Morrow and The Humanized Internet has been listed as Non-Profit Communicator of the Year Finalist. The Humanized Internet recently was recognized for its online ethics and security. The Humanized Internet is also part of a cross-industry group that has been selected as MIT 2018 Frontline in Health Solvers for Refugee Workforce and Blockchain. On September 27 2018, Monique was recognized as one of the top 100 Digital Shapers 2018 in Switzerland. Monique was also recognized as one of the top 100 Influencers in Identity for 2019.
Change- & Rainmaker in NewTech/DLT + Impact / Legal-Deal-Ops-Corporate Development Executive / Lead @ Blockchain4Good
Dianne Schepers
Change- & Rainmaker in NewTech/DLT + Impact / Legal-Deal-Ops-Corporate Development Executive / Lead @ Blockchain4Good
A dedicated change agent and rainmaker, Dianne is a seasoned commercial-legal senior executive, dealmaker, and sustainable values-based business- & partnerships builder with a focus on structuring, collaboration, governance & integrity, transaction execution, investments and the SDGs. Dianne has been serving mainly the ICT, legal, financial services and the VC & investment industry (including impact investing & NPL). Early 2017 she joined the blockchain space whereas DLT leverages powerful solutions for the Global Grand Challenges.
Based in the Swiss Crypto Valley, Dianne is professionally and personally strongly engaged in the global blockchain ecosystem and the impact investing space. Also she leads the Crypto Valley Blockchain4Good Initiative, and is a founding member of the Investments working group at the Crypto Valley Association. Furthermore she co-chairs the Silicon Valley Blockchain Society Switzerland (SVBS) and is strongly engaged in a variety of women empowerment projects. Dianne is a speaker, a juror and a mentor at various mentoring, blockchain accelerator and impact programs in the US and Switzerland.
Before joining various newtech-projects as board member, general counsel and COO/corporate development expert in residence Dianne was an interim sr executive at IOHK/Cardano and a sr member of the Swiss MME Legal blockchain team where she advised (pre/post) ICOs and other blockchain-related projects. Also she was GC Europe at a US listed investment corporation, Manager/Attorney M&A at Andersen Legal, Sr Executive at various family offices and Head of Legal at one of the largest Dutch listed ICT-firms.
Dianne is a Dutch attorney and holds a Master`s Law degree from Utrecht University and an MBA from Twente Technical University (NL). Furthermore, Dianne is an artist and a philanthropist and she chairs a Swiss charity which empowers and creates livelihoods for marginalised women in Jordan and S. Africa.
Tax Partner @ Bär & Karrer
Daniel Bader
Tax Partner @ Bär & Karrer
Daniel Bader provides national and international tax, social security and legal advice to individuals and corporate clients.
He comprehensively advises private clients, executives and entrepreneurs in tax and legal-related questions including successions planning, compensation plans and private wealth structures.
Daniel Bader develops solutions, particularly related to cross-border structuring and to corporate and private relocations from and to Switzerland. He assists clients in questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security.
Daniel Bader is a frequent speaker at national and international tax and private clients conferences, and acts as board member of Family Offices. He is president of the Swiss branch of the International Fiscal Association IFA. He is listed as a leading lawyer by Chambers, Legal 500 and Citywealth. Furthermore, Who’s Who Legal 2018 recognizes him as expert in the practice areas “Private Client” and “Corporate Tax”.
CEO @ Atlantic Derivatives – Managing Partner / Commercial Director @ Atlantic Financial Group
Julien Duniague
CEO @ Atlantic Derivatives – Managing Partner / Commercial Director @ Atlantic Financial Group
Julien, Atlantic Financial Group’s Commercial Director, has a long professional career in Private Banking, with a deep expertise in derivative products, financial markets and investment strategies. Throughout his successful professional career within Société Générale Group, he drove business growth in different successive roles such as Global Head of Structured Products & Derivatives Solutions and Commercial Head of Private Banking in Switzerland.
Julien is responsible for developing and leading the group’s commercial strategy. He is also the CEO of Atlantic Derivatives SA with head office in Geneva, offering advisory services related to structured products and derivatives strategies.
Co-Founder @ CV VC AG
Olaf Hannemann
Co-Founder @ CV VC AG
Co-Founder at CV VC AG, Founder of INTABA Finance AG, Co-founder of nourish me GmbH, Venture Partner at Alpinext Partners. Prior experience of almost 20 years of corporate and investment banking at JPMorgan/Chase in Switzerland, the UK and Germany. Approx 10 years advising the chemical industry across EMEA, 10 years m&a and corporate finance in Switzerland/Germany, most recently leading the Global Corporate Banking business in Switzerland. Start-up experience across multiple sectors. Founder of nourishme GmbH and INTABA-Finance AG and Co-Founder of CV VC AG. MBA from ECU (East Carolina University, North Carolina) and BA International Business from Accadis Hochschule (Bad Homburg, Germany)