Swiss Alternative Investments Forum 2019
Alternative Investments are booming in Switzerland, may it be Private Equity, Private Debt, Real Estate, Venture Capital, CAT-Bonds to name just a few. In 2017 the Swiss Asset Management Industry achieved AuM of CHF 2’208 billion Swiss Francs and has outgrown private banking (AuM ca. CHF 2’000 billion).
While Banks have difficulties in taking the risk of financing, specialised asset managers have taken over that lucrative business (Equity, Debt & Mezzanine). Funds, Securitisation vehicles or managed account platforms are typically structured outside Switzerland. While institutional investors like Pension Funds or Insurers prefer Luxembourg, Delaware or Cayman Vehicles, UHNWI’s and Family Offices often have a favour for smaller jurisdictions like Liechtenstein or Malta.
Swiss government announced to introduce the new Swiss “L-QIF”, will it be any good? What jurisdiction is suitable for your project? What are the Do’s and Don’ts when it comes to design your tailormade Fund, Securitisation or Managed Account?
14.00 - 14.50
Structuring of Alternative Investments: US-View; Case Study PE-Managed Account for Swiss Pension Fund
Michael Tannenbaum, Tannenbaum Helpern Syracuse & Hirschtritt LLP New York, Hans Moritz, LindemannLaw
14.50 - 15.30
Liechtenstein: Case Studies: CAT-Bonds UCITS & Distribution across Europe
Interview with Rainer N. Grünig, Plenum Investments AG & Bruno Schranz, Liechtensteinische Landesbank ; Moderator: Raimond Schuster, CAIAC Investment Management
15.30 - 16.10
Luxembourg: Case Studies: Relocation of Private Equity Fund
Interview with Marco Siero, Northern Trust, Moderator: Hans Moritz, LindemannLaw
16.10 - 16.50
Malta: Case Studies Malta PIFs with CH-Bank; Crypto Currency Funds
Joseph Camilleri, BoV Bank of Valetta & Chris Mifsud Bonnici, PricewaterhouseCoopers
16.50 - 17.10
17.10 - 18.30
Panel Discussion: Structuring of Alternative Investments – Investor Protection, Taxation, Time-to-Market, Corporate Governance, Distribution? The new Swiss L-QIF?
Asset Manager: Marc Wicki, Partners Group
Investor: Thomas van Ditzhuyzen, Mobiliar Asset Management AG
Association: Markus Fuchs, Swiss Funds & Asset Management Association SFAMA
Moderation: Dirk Spiegel, Kapitalmarktforum / LindemannLaw
18.30 - 20.00
Assistant to Dr. iur. Alexander Lindemann
For more information please visit here.