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Helge Ole Hansen
Director
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16th Richmond PIMS Forum
Nov
06-07
2024
AlpenGold Hotel Davos Davos, Switzerland
Why you should attend the forum
The Richmond PIMS Forum is a unique event, designed to offer sophisticated 3rd party fund selectors with the opportunity to research new and innovative investment possibilities, from leading financial product and solution providers.
Pre-scheduled one-to-one business meetings and an outstanding conference programme allow you to:
Discover new trends and ideas.
Learn from experts and peers.
Debate, evaluate and share key issues.
Build strong, long lasting relationships.
When
6 - 7 November 2024
The event starts on Wednesday morning and finishes on Thursday afternoon. Accommodation for Wednesday night is complimentary.
Attendees
Who will be attending?
Delegates
Senior 3rd party fund selectors from private banks, insurances, family offices and independent asset managers.
Suppliers
Product and solution providers offering a broad range of investment opportunities and services, based on the requirements of the attending delegates.
Speakers
International experts in the fields of economics, investment strategy, product development and wealth management.
Where
AlpenGold Hotel Davos, Davos
Discover a sleek, sophisticated 5-star-venue nestled in an extraordinary environment. This resort offers a unique service and perfect atmosphere for intensive networking sessions.
Baslerstrasse 9
7260 Davos
Switzerland
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Programme
How will you spend your time at the forum?
You will create a personalised itinerary, tailor-made to suit your needs and purposes. It will consist of:
Business & Mealtime Meeting:
Delegates and suppliers will meet over pre-scheduled one-to-one meetings, each lasting 30 minutes, and at breakfast, lunch and dinner.
Cutting-edge Conference Programme
Enhance your knowledge through our focused conference programme delivered by experts and innovative speakers on topics chosen by delegates.
Peer Networking
Use the opportunity to meet your industry peers outside business hours in the relaxing environment of the AlpenGold Hotel Davos.
Documents Richmond PIMS Forum
For further information please contact:
Helge Ole Hansen
Director
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Roman Lighvani
Delegate Manager
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Aleksandra Papierz
Sales Executive
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Mona Reich
Conference Manager
What people say about us
Conference Outlook
The programme 2024
The conference programme will be shaped by the people whose views matter most – the audience. Conference topic ideas will be generated by discussions with delegates and leading industry experts during the changes of the year.
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Opening Keynote Address
The Richmond Finance Summit offers an opening keynote on Thursday and Friday morning keynote to present you a general economic summary, a micro view to the actual situation in the banking industry and an outlook of future matters. All the contents of the key address could be a chance to discuss later in peer to peer networking, in the sessions or the one-to-one meetings with suppliers.
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Conference
The programme will be designed to include an interactive exchange of information on hot topics and latest trends which will inspire attendees, provide them with new ideas and key points to take away and implement within their organisations. The conference programme will consist of workshops, think-tanks and personal development sessions based on feedback from our attending delegates.
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Discussion Group
Several discussion groups will feature small numbers of senior professionals based on key themes. All group sessions will be led by expert moderators to give a high-level view of the industry, offering ideas and insights to help develop new strategies and goals.
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Supplier Presentations
All suppliers have the chance to submit a supplier presentation. Delegates will evaluate and choose those presentations of most interest and relevance to them. The highest-rated presentations will be included in the conference programme.
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Out of the box
Always a great way to think in a different matter – get new experience and use this way as an advantage in your business environment!
Keynotes 2024
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Self-Leadership – Your Greatest Investment
Andrew Bryant
Global Keynote Speaker, Author and Coachkeynote)
Geopolitical Quakes: Shaping The Future of The Swiss Financial Hub In A Tumultuous Global Arena
Dr. Thomas Borer
former Swiss Ambassador and Financial Consultantkeynote
Industry sessions 2024
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Client-Centric Wealth Management: Enhancing Satisfaction and Value through Partnerships
Maryann Selfe
Managing Director and Head of Investment Solutions at BIL Switzerland
industry session
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Future of Impact Investing: Embracing Fintech and Hedging Strategies
Aisha Williams
Founder and CEO at ImpactVest
industry session
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The Limited Qualified Investor Fund (L-QIF) – A Flexible New Swiss Fund Regime and Its Potential
Dr. Jean-Claude Spillmann
Partner at PwC Switzerland
industry session
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Blockchain and Its Applications: Risks and Opportunities For Investors
Prof. Thorsten Hens
Professor at the University of Zurich - Department of Banking and Finance
industry session
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Private Debt: The Surge of A Transformative Asset Class and Its Global Economic Implications
Thomas Lagarde
Vice President - Investments - Private Equity & Private Debt at MAYA Private Capital Investments
industry session
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Private Markets: The Good, The Bad, and The Realities
Felix Brill
Chief Investment Officer at VP Bank
industry session
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Decarbonisation: The Key Role Of Commodities
Deia Markova
Head of Trade & Sustainable Commodity Finance, Switzerland at Societe Generale Corporate and Investment Banking
industry session
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Discussion Groups 2024
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Limits and Possibilities of Cryptocurrencies
Patrik Spiess
Chief Investment Officer at CAIAC Fund Management AG
discussion group
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Future-Proofing Wealth Management: Embracing Digital Disruption
Dina George
Founding Partner at Lion’s Paw
discussion group
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Bond Markets: Return To Normality?
Christoph Boner
Chief Investment Officer at Privatbank IHAG Zürich AG
discussion group
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Can You Still Generate 3% Excess Returns In Equity Markets By Investing In Family Holding Companies?
Michael Gielkens
Partner & Owner at Tresor Capital
discussion group
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Sustainability in Asset Management
Dr. Jan Amrit Poser
Chief Sustainable Investment Officer and Co-Founder at radicant
discussion group
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Key Challenges For Asset Managers In The Coming Years
Michael Schäfer
Partner and Chief Executive Officer at CV Partners AG
discussion group
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The Role of Alternative Investments In A Diversified Portfolio
Stefan Toetzke
Founder of gammaVega
discussion group
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Supplier Presentations 2024
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A Different “Roaring 20s” - The Macroeconomic and Market Implications of The New Geopolitical Order
Vladimir Gorshkov
Macro Policy Strategist at State Street Global AdvisorsSupPlier PrEsentation)
AI In Healthcare
Guy Bettschart & Raphael Oesch
Equity Analyst - Healthcare & Director Healthcare Investments and Equity Portfolio Manager at Kieger AGSupPlier PrEsentation)
Cryptos In The Portfolio Management Context
Dr. Alexander Bechtel
Head of Digital Product Strategy at DWSSupPlier PrEsentation)
Unlisted Infrastructure Investments: A Stable Anchor for Multi-Asset Portfolios
Christoph Gisler
Head Infrastructure Equity at Swiss Life Asset ManagersSupPlier PrEsentation
Out of the Box 2024
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How To Boost Creativity
Benjamin Sager
Founder & Managing Director at Teamhumorout of the box)
Athlete’s Mindset: How to incorporate it into your daily life
Fabienne In-Albon
Personality and Team developer, former Olympic Athlete at Fabienne In-Albon Milestones GmbHout of the box
Activity
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Wine Cellar Tour with Tasting
Sommelier of the AlpenGold
activity
Take part in the programme
If you would like to participate in the programme or recommend any speakers or topics, please get in touch.
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Mona Reich
Conference Manager
The Supplier Experience
One of the most important factors for delegates at a Richmond forum is the opportunity to investigate potential solution providers and asset solutions.
If your business development strategy is meeting with these senior decision makers, the Richmond PIMS Forum offers you unrivalled new-business opportunities with the top end of the wealth management / investment industry:
Access to 120 delegates, all senior 3rd party fund selectors.
Pre-scheduled one-to-one business meetings with the delegates that have asked to meet you.
The opportunity to participate in the conference programme through supplier and fund manager presentations.
Small group meetings over mealtimes.
Detailed profile information on each attending delegate.
Confirmed Suppliers
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To see the full supplier list, please contact us directly.
If you'd like to attend this or any other Richmond forum as a supplier company, please get in touch with our sales team
Helge Ole Hansen
Director
Aleksandra Papierz
Sales Executive
Become a supplier
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The Delegate Experience
The Richmond PIMS Forum is designed for senior decision-makers from the wealth management and investment industry.
We offer a time-efficient and effective platform over 1.5 days at the AlpenGold Hotel Davos. A personalised itinerary gives you the opportunity to:
Enhance your knowledge through our keynotes and first class conference programme.
Build strategic relationships with providers of your choice in one-to-one meetings.
Network with up to 120 senior representatives from private banks, family offices and independent asset managers.
Attendance for delegates is free of charge – strictly by personal invitation only.
To see the full delegate list, please contact us directly.
AT A GLANCE
The Richmond Format
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Meet. Learn. Network.
The Richmond PIMS Forum will combine conference sessions, peer networking and supplier meetings into a time efficient and focused event that is unique to you.
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No time wasted
Using our unique appointment system, we'll make sure that your valuable time is not wasted and that you are engaged learning about topics that are interesting to you and your business and meeting suppliers who you have chosen to meet based on your upcoming needs.
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Expertly organised and delivered
Based on your choices, we'll let you know before the event who you are due to meet and which conference sessions you are attending via our online event management systems. We'll also make all the pertinent information available for download after the event including material from the conference sessions and details of all the supplier companies you have met.
Need an invite?
If you'd like to attend this or any other Richmond forum as a delegate, please get in touch.
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Roman Lighvani
Delegate Manager
Become a delegate
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