Please note that this event is open to professional or institutional investors only. Not suitable for a retail audience.

Welcome

As we progress into the new economic era, the certainties of the established global order are visibly breaking down, with a growing geopolitical and macro disconnect between countries and increasingly hard-to-predict divergence within markets and asset classes. An opportune time, we think, to take stock and explore what it all means for investors.

Topics covered include:

  • Getting ready for the new world disorder — In this opening session, we'll analyse the structural features of today's unstable backdrop and identify key implications for risk assets.
  • Rotations and reallocations: rethinking equities — We'll examine what to expect next in this rollercoaster year for equity markets and discuss how best to realign portfolios.
  • Interactive breakout sessions with our portfolio managers — Exploring how they are positioning for success in the face of persistent uncertainty across fixed income, equities and alternative assets.

Agenda*

TUESDAY, 11 NOVEMBER

10:00

Registration and breakfast

10:25

Welcome by Wellington Swiss Team

10:30

Plenary session 1 | Are you ready for the new world disorder?

11:10

Plenary session 2 | The changing face of Europe

11:50 Coffee break
12:00 Breakout sessions
12:30 Networking lunch
13:30

Plenary session 3 | Unique perspectives: Insights from our eminent guest speaker

14:15 Event close

* Agenda subject to change

Breakout sessions

We have a power problem — a critical juncture for infrastructure

There is an urgent need for more investment in overstretched or decaying infrastructure to meet the growing demand for power fuelled by the energy transition, the AI revolution and the need for greater self-sufficiency. Already, this has prompted a ramping up of planned investment across the world, be it to support the energy provision of data centres in the US or, closer to home, Germany's ambitious investment programme. And we expect there is much more to come. We believe infrastructure has the potential to provide investors with diversification to broad equity markets, as well as an attractive long-term return opportunity. In this session, we explore how to build balanced long-term exposure to this structural trend.

Private equity: fresh perspectives on an universe in motion

While the long-term case for private equity remains sound, several segments show signs of potential overcrowding, with a growing bifurcation between winners and losers. In combination with reduced liquidity, it creates a favourable environment for investors with dry capital and the expertise, resources and networks to identify potential long-term winners. Late-stage growth stands out as an area of particular interest as companies increasingly choose to stay private for longer, creating significant additional value in the process. We believe a well-structured allocation can enhance traditional small cap exposures. We discuss what that entails in practice, from identifying suitable key performance indicators to making the most of new structures than can help mitigate liquidity constraints.

Return engine and/or diversifier: Where next for hedge funds?

In day's new economic era, with its inherently higher levels of volatility and divergence, hedge funds offer significant potential for diversification and alpha generation. However, the sheer breadth of hedge fund strategies now available, coupled with significant performance dispersion, can make it challenging to optimise their potential within portfolios. We share insights into hedge fund selection, update on the latest industry developments that we think investors should pay attention to and identify promising strategies to help achieve return and diversification objectives.

Speakers

Plenary sessions

Thomas Mucha

Geopolitical Strategist
Read bio

Nicolas Wylenzek

Macro Strategist
Read bio

Dr. Rahul Sahgal

CEO, Swiss-American Chamber of Commerce (Swiss AmCham)
Read bio

Iqbal Khan

Co-President of Global Wealth Management and President of UBS Asia Pacific
Read bio

Thibault Nardin

Global Industry Analyst
Read bio

Breakout sessions

Chris Perret

Investment Director
Read bio

Ronny Gwerder

Private Investments Director
Read bio

Sascha Hasterok

Portfolio Advisor
Read bio

Host

Luca Michienzi

Business Development Manager
Read bio

Insights

Contact

Should you wish to learn more on Wellington's products and capabilities, please contact emea_events@wellington.com.


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Venue

The event will take place at:

Mandarin Oriental Savoy
Poststrasse 12, 8001 Zürich
Switzerland

Zürich Hauptbahnhof, aka Zurich HB, is a 12-minute walk away from the venue.

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