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Title

Risk-based Investment Governance (Lausanne)

Event Description

Risk-based investment governance is a structural new frontier in investment management. One just needs to open the newspapers on governance lapses and their associated cost!

Given the unprecedented dynamics in the investment space, investment professionals need to pay more and closer attention to how governance is being designed and implemented. While the concepts of governance and overseeing investments are not complex, the idiosyncratic nature of especially alternative investments in volatile capital markets; changing operating models; technological developments such as FinTech and blockchain, leads to emerging risks which are difficult to grab with traditional risk management notions, especially those with an ethical component. This is valid for investment constructs such as asset management firms, family offices, investment and private label funds, fund manco’s, pension funds, charities etc. All in all, the impact on portfolios and these investment organizations can be huge, and losses from investment governance lapses can be painful.


This topic needs to be known and fully understood in the board room, which is not always the case. In this presentation, Dr. Fiole will go into this interconnectedness and provide some case studies, resulting governance challenges and will present a coherent framework for better risk-adjusted investment outcomes.

Event Type

Society

Education Topic

 

Start Time

03/09/2018 12:15

End Time

03/09/2018 13:45

City

Lausanne

State/Province

 

Event Country

Switzerland

Event Region

EMEA

Location Info

​Hôtel Alpha-Palmiers

Rue du Petit-Chêne 34

Lausanne

Speaker

Speaker:  Dr. Eelco Fiole CFA, CDir, Co-Founder (2015) and Managing Partner of Alpha Governance Partners with presence in a.o. Copenhagen, Geneva, London, Singapore and Zurich and Assets under Governance of USD 15 bn in 12 jurisdictions globally, it is the only jurisdiction-agnostic, conflict-free, pure play fiduciary partnership providing risk-focused professional directors to any vehicle investing in, allocating to or overlooking complex investments including fintech. Eelco gained 8 years of fiduciary COO- and CFO-experience in alternative investments, emerging markets and wealth management, incl. at Credit Suisse Asset Management. He was a consultant for 5 years incl. with PwC and started his career in finance as an institutional banker with ABN AMRO in Amsterdam, after spending early years as an engineer in the oil- and chemical industry. Eelco currently lectures Risk Management & Governance with Euromoney London and the Swiss Finance Institute in Zurich, is Adjunct Professor in Finance Ethics at HEC Lausanne, and volunteers for the CFA Institute. He previously was Program Director APAC for the CIFD Institute and a volunteer at UN PRI and the CAIA Association, and is a regular speaker on risk governance. He is editor of the book “Governing Complex Investments” (Wiley, 2019). He completed degrees in Economics (PhD, Basel), Laws (London), Business and Engineering (both Rotterdam). A Chartered Financial Analyst (CFA) and Chartered Director (CDir), Eelco holds various other finance and management designations. As a Dutchman, he is based in Zurich and Singapore, and is fluent in English, German and Dutch with a base in French, Spanish and Mandarin.

CE Credits

1

SER Credit

0

Currency

CHF

Member Price

15.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

Event Category

CE Event

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 11/07/2018 10:18 by michelle.knecht@cfaswitzerland.org
Last modified at 11/07/2018 10:25 by michelle.knecht@cfaswitzerland.org