In an age of dizzying change, harnessing the power of perspective is essential. In our view, only a broad perspective informed by multiple differentiated viewpoints can bring the clarity investors need.
During our 2026 Investment Forum, our experts will cut through the complexity of AI, geopolitical turmoil and heightened macroeconomic uncertainty with nuanced insights and informed debate, helping you to focus on the investment themes that truly matter.
Topics we'll cover include:
Our plenary discussions will be complemented by practical implementation sessions where our experts will tackle topical investment challenges such as optimising hedge fund allocations for today’s era of volatility, gaining access to private-market growth opportunities and exploring the role of emerging markets debt as a source of income, diversification and return.
Explore the agenda, learn about our speakers, and reserve your seat for this year's Investment Forum.
| 08:15 |
Registration and breakfast |
|---|---|
| 08:50 |
Welcome by Oliver Schneider, Head of Portfolio Advisors EMEA & APAC, and Head of Wellington Management Switzerland |
| 08:55 |
Plenary session 1 | Perspectives on the new world order Thomas Mucha, Geopolitical Strategist Sylvia Walter, Economist and Financial Journalist, Finanz und Wirtschaft |
| 09:40 |
Plenary session 2 | Investing in what matters: a new era for infrastructure Tom Levering, Equity Portfolio Manager Natalia Miralles, Investment Specialist |
| 10:20 | Coffee break |
| 10:45 | Breakout sessions |
| 11:20 |
Plenary session 3 | Investing for tomorrow: CIO perspectives Charles-Henry Monchau, CFA, CMT, CAIA, Chief Investment Officer & Exco Member, Syz Group Themis Themistocleous, Head of EMEA Investment Office, UBS Wealth Management Supriya Menon, Portfolio Manager |
| 12:00 | Closing remarks |
| 12:05 | Networking lunch |
*Agenda subject to change. Additional session details and speaker information will be provided as they are confirmed.
Emerging markets debt (EMD) has evolved into a large, diversified and increasingly resilient asset class, yet many investors continue to view it through the lens of past crises and outdated perceptions. Today, improving sovereign fundamentals, stronger policy frameworks, attractive yields and a broad opportunity set are creating an increasingly compelling backdrop.
In this session, Wellington's Emerging Markets Debt team will explore why EMD deserves renewed consideration as a strategic allocation. We will discuss why we believe emerging markets have strengthened over the past decade, why selective opportunities remain despite tighter spreads, and how EMD can complement traditional fixed income allocations by providing differentiated sources of income, diversification and return. We will also share our current outlook for hard currency, local currency and corporate debt markets, and discuss the strategic role EMD can play in portfolios as fixed income investors seek to diversify beyond traditional developed markets exposure.
Schuyler Reece, CFA, Fixed Income Portfolio Manager
Diana Dengo, CFA, Investment Director
Companies are staying private for longer and, increasingly, much of their value creation happens well before an IPO. As a result, public-market investors can miss out on some of the most compelling stages of growth, particularly among highly innovative companies. The rapid rise of leading AI businesses has accelerated this trend, with much of their extraordinary growth funded almost exclusively by private capital. In this breakout session, discover how targeted private equity growth investments can increase access to the value-creation potential of innovative private companies across technology, health care, consumer and financial services. We will also explore how carefully constructed evergreen fund structures have the potential to optimise exposure to compelling opportunities within established high-growth private companies.
Ronny Gwerder, CFA, Portfolio Advisor
Today's investment regime of higher inflation, volatility and divergence points to an increased role for hedge funds in portfolios. In this session, we discuss how to build robust but flexible hedge fund allocations for differing investor needs.
Ehab Hosny, CFA FRM CAIA, Portfolio Manager
The event will take place at:
Mandarin Oriental Savoy
Poststrasse 12, 8001 Zürich
Switzerland
Zürich Hauptbahnhof, aka Zurich HB, is a 12-minute walk from the venue.
Please refresh the page to view the form. If you are having trouble registering, please email us on emea_events@wellington.com.
