Swiss Alternative Investments Forum 2019

Structuring of Alternative Investments

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?

Programm

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 

BREAK

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

APERO 

 

Media contact:

Maria Ulmann

Assistant to Dr. iur. Alexander Lindemann

E-Mail: info@kapitalmarktforum-schweiz.ch

Web: https://www.kapitalmarktforum-schweiz.ch/

For more information please visit here.

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