Program 10. March 2020, Lausanne
The Financial Expression of Value
Value is expressed in what we buy and how we invest. The conference will explore the challenges in interim growth transition and how the financial community evaluates and executes ethical responsibility with financial expectations.
Moderation of Day: Colinne S. Bartel, Truffle Time
Joachim von Halasz, VON HALASZ Consulting
08.15 - 08.45
Coffee and Registration
08.45 - 09.10
Opening Block
Comments
Colinne S. Bartel, Truffle Time
Joachim von Halasz, VON HALASZ Consulting
09.15 - 09.40
Keynote: The Financial Expression of Value
François Savary, Prime Partners
09.45 - 10.45
Block 1: Macro-Trends
Panel: Weapons Investments – Defense or Aggression?
Intro by Stefan Risse, ACATIS Investment Kapitalverwaltungsgesellschaft
Moderation: Joachim von Halasz, VON HALASZ Consulting
Jakob Baumann, Former CEO armasuisse, National Armament Director, Member of the Defence Council MOD
Stefan Risse, ACATIS Investment Kapitalverwaltungsgesellschaft
Dr. Louise Tumchewics, Centre for Historical Analysis and Conflict Research, British Army
10.45 - 11.10
Coffee Break
11.15 - 12.15
Block 2: ESG – Supply-Chain Management
Panel: A Due Diligence Lookthrough – "Why Do We Need Raspberries in January?"
Intro by Will Pomroy, Federated Hermes
Moderation: Frank Schnattinger, Editor in Chief, IPE
Will Pomroy, Federated Hermes
Bernhard Wenger, State Street Global Advisors
Graziano Lusenti, Lusenti Partners
12.15 - 13.00
Flying Lunch Buffet
13.00 - 13.15
Swiss Corporate Excellence Award
Diego Föllmi, Hérens Quality Asset Management
The Corporate Excellence Award, seeks to recognize companies with excellent track records in terms of both their historical and current performance. Valuations are NOT taken into account. Regional awards are given on an annual basis and have been since nearly 15 years.
13.20 - 14.20
Block 3: The European Talent & Technology Drain
Panel: Venture Capital/Private Equity - Where is the ROI on European Education?
Intro: Heiko Nemmert, Baby Giant
Moderation: Alexander Stoeckel, Philip Morris International, PM Equity Partner - Director Venture Capital
Daniel Andres, Spicehaus Partners
Heiko Nemmert, Baby Giant
James Burron, CAIA
14.25 - 15.10
Block 4: Investor Presentations on Investment Strategy
14.25 - 14.45
Investment Strategy Factors for the Future: China, Women and Culture
Christina Bastin, Muzinich & Co., Guest of 100Women.org
14.50 - 15.10
Pitfalls in Asset Management and How to Avoid Them
Giuseppe Ballocchi, Alpha Governance Partners and Adjunct Professor University of Lausanne
15.15 - 15.30
Preview for 2021 and Wrap Up
Colinne S. Bartel, Truffle Time