SFI Industry Forum - Opportunities & Challenges in Asset Management


Friday, August 29, 09:45 - 17:00, La Perla

The Swiss Finance Institute Industry Forum is specifically designed for senior managers who want to gain new insights into thought-provoking academic research and best business practices. The event brings international experts to Switzerland to speak on topics linked to best-in-class asset management.

One of the aims of SFI is to bridge the gap between academia and industry in order to promote the exchange of knowledge within the Swiss financial community. We believe that we will once again achieve this objective by bringing together academic and industry expertise and a broad base of participants from different companies and backgrounds. Please note that CFA Society Switzerland has determined that attending the SFI Industry Forum qualifies for 3.5 CE credit hours.

Quick links: brochurespeakersvenueregistration 


Schedule and format

After a welcome address from the SFI Managing Director, Claudio Loderer, the forum will continue with four power speeches. These are TED-style presentations that aim to present new and diverse views on the challenges, opportunities, and uncertainties in asset management that have become prevalent over the last few years. Speakers are both academics and industry professionals, covering a wide range of expertise and knowledge. There will also be a networking lunch and a panel discussion on “The Risk-adjusted Price of Delegation in Asset Management.” The entire day will be moderated by former Financial Times correspondent, Haig Simonian. The Industry Forum will be capped by the keynote address of Nobel Laureate Professor Robert Shiller.

09:45 – 10:15     Welcome Coffee

10:15 – 10:20    Introduction

Prof. Claudio Loderer, Managing Director, Swiss Finance Institute

10:20 - 12:00     Challenges in Asset Management

Power Speeches

The Rise of a New World Order
Dr. Burkhard Varnholt, Head Investment Solutions Group (ISG) & Chief Investment Officer (CIO), Julius Baer, CH

Do Investment Consultants Add Value?
Prof. Tim Jenkinson, Said Business School, Oxford University, UK

Hit Rates and Win-Loss Ratios of Long-only Active Managers
Prof. Narayan Naik, London Business School, UK

Blurring of the Lines: Convergence between Private and Public Equity
Dr. Frank Hatheway, Senior Vice President and Chief Economist, NASDAQ OMX Group, US

12:00 – 13:15     Networking Lunch

13:15 - 14:30     The Risk-adjusted Price of Delegation in Asset Management

Panel Discussion

Trillions of dollars of assets are managed through complex delegation arrangements. Does the delegation of asset management offer value to investors? Does the value match the price? If not, what do mismatches between price and value of delegation portend for the future of asset management?


14:30 - 15:15     Coffee break and walk to Palazzo dei Congressi (2 min)

15:15 - 16:15     Keynote Speech – 2013 Nobel Laureate Robert Shiller







Wrap-up publication of the EFA 2014 Annual Meeting