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

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

Dr. Jackson Janes, German Marshall Fund
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, Hermes Investment Management

Moderation: Frank Schnattinger, Editor in Chief, IPE

Oni Oviri, Sasare Associates
Will Pomroy, Hermes Investment Management
Rebecca Chesworth, 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: Laura Merlini, CAIA*

Moderation: Alexander Stoeckel,
 Philip Morris International, PM Equity Partner - Director Venture Capital

Daniel Andres, Spicehaus Partners

Heiko Nemmert, Baby Giant Hollyberg
Laura Merlini, 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.


14.50 - 15.10
Future Outlook and Challenges

Keith Phillips, The Investment Association


15.15 - 15.30 
Preview for 2021 and Wrap Up

Colinne S. Bartel, Truffle Time


15.30 - 16.15
End of Conference and Apéro