march, 2019

25mar09:0017:30Event OverGenerations Conference 2019: Private Equity-Investing for Generations?RuschlikonEvent Type:ConferenceLocation:Ruschlikon

Event Details



The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices and Family Foundations as well as asset owners. Generations Conference 2019 offers a one day programme to a select number of principals and professionals working for Family Offices to connect with like-minded thought leaders and peers in the industry and discuss challenges, leading practices and trends in Family Office private investing and much more.


The Generations Conference welcomes professionals from the Family Office (FO) industry across the globe who work with U/HNWI family principals, representatives, or asset owners, and encourages attendance from:

    • FO principals
    • Single-Family Offices – senior FO professionals and executives
    • Multi-Family Offices – senior FO professionals and executives
    • Trusted investment advisors and specialists working with FOs (consultants or advisors hired by clients to advise on investments)
    • Banking specialists working in dedicated FO or Financial Intermediaries desks and responsible for servicing or advising FOs

Registration is subject to approval and you will receive an email notification. If you do not meet the above criteria, we reserve the right to decline your registration. CFA Society Switzerland will fully refund your fee if your registration is declined.

Limited number of tickets is available to Members and Candidate Members of CFA Society Switzerland, CFA Program candidates and other Societies adhering to the CFA Institute Society Passport Program.


(Monday) 09:00 - 17:30 CET


Swiss Re Centre for Global Dialogue

Gheistrasse 37, 8803 Rüschlikon, Zürich

CE Credits

The event qualifies for five Continued Education (CE) credit hours under the CFA Institute Approved-Provider Program.


    • Day 1
    • 25.03.2019
    • 8:30 Registration and refreshments8:30 - 9.00

    • 9:00 Welcome address9:00 - 9:10 Speakers: Marius Holzer CFA

    • 9:10 Mastering Private Equity in the Family Office Environment9:10 - 10:00 Speakers: Prof. Claudia Zeisberger

    • 10:00 Global Venture Capital Investing: Global VC, CVC, Startup overview, exits and performance, Unicorns10:00 - 10:45 Speakers: Adj. Prof. Dr. Martin Haemmig

    • 10:45 Networking break10:45 - 11:15

    • 11:15 The changing business of investing11:15 - 12:15 Speakers: Christian Dreyer CFA, Dr. Hans Kuhn, Dr. Lidia Bolla CFA, Guido Bühler, Nicolas Brand, Steffen Wagner, Valerio Roncone

    • 12:15 Investments in shipping/logistics12:15 - 13:00 Speakers: Dr. Peter Lorange

    • 13:00 Lunch 13:00 - 14:00

    • 14:00 Art – investing for generations?14:00 - 14:30 Speakers: Dr. Bertold Mueller

    • 14:30 How to invest and opportunities in Asia for Family Offices and U/HNWIs14:30 - 15:30 Speakers: Aiping Gao, Manuel Salvisberg CFA, Prof. Claudia Zeisberger, Prof. Denise Kenyon-Rouvinez

    • 15:30 Networking break15:30 - 16:00

    • 16:00 Impact investments by Family Offices for Future Generations16:00 - 16:50 Speakers: Justin Rockefeller

    • 16:50 Four Generations of Family Office Private Equity Investing16:50 - 17:30 Speakers: Dr. Eugene Durenard


  • Adj. Prof. Dr. Martin Haemmig

    Adj. Prof. Dr. Martin Haemmig


    Dr. Martin Haemmig is an Adjunct Professor at CeTIM in Germany and The Netherlands and a global academic network partner for GLORAD on venture capital, incubation and hi-tech startups. He is a former ‘Senior Advisor on Venture Capital’ for Stanford University – SPRIE on these global topics. His research benchmarks the ‘Global VC & CVC Industry’ in 15 countries and ‘Startups Going Global’, as well as collaboration between startups and global corporates. Martin Haemmig was asked to setup the VC community at the World Economic Forum (WEF-Davos). He lectured and/or researched at Stanford University, UC Berkeley, INSEAD, UniBW Munich, ETH Zurich, as well as at China’s Peking University, Tsinghua, Renmin, Fudan and JiaoTong University, plus India’s IITs IIMs and ISB. Furthermore, he is a global ‘deep-tech’ angel investor in emerging market startups and also a Global Seed FoF advisor for investments in the United States, Europe, Israel and Asia and links their best startups to Silicon Valley or to high-growth markets in Asia.


  • Amber Gao

    Amber Gao


    Amber Gao graduated from China University of Politics and Law and the University of Essex with the diploma of LLM in International Commercial Law. She is a member of the China Mergers & Acquisitions Association, and also a certified dealmaker. Amber works as a consulting manager at Loong. She is responsible for investigating, screening and evaluating investment opportunities in areas such as AI, Smart Manufacture, IOT and New Consumer. Prior to Loong, she worked at China CITIC Bank Xinyin Zhenghua (Beijing) Investment Fund Management Co. Ltd, where she surveyed and evaluated investment projects for a number of private equity funds and hedge funds. Amber also worked as a business development manager at Everwest (HongKong) Co. Ltd, a leading trading company in Hong Kong.


  • Christian Dreyer CFA

    Christian Dreyer CFA

    CFA Society Switzerland, Moderateur

    Christian Dreyer CFA is CEO of CFA Society Switzerland. In the past, he held various roles, ranging from managing his own advisory firm specialising in pan-European pension funds to business development for JP Morgan, CFO at an IT security outsourcing provider and head of research at a cantonal bank. Chris holds a Master’s Degree in political economy from the University of St. Gallen HSG in Switzerland and a Master of Laws degree from Edinburgh University (UK) as well as the CFA designation.

    CFA Society Switzerland, Moderateur

  • Dr. Bertold Mueller

    Dr. Bertold Mueller


    Dr Bertold Mueller joined Christie’s in 2012. He was appointed as Christie’s managing director for Continental Europe, Middle East, Russia and India in 2017. Prior to joining Christie’s, Bertold worked as an attorney at law in Zurich and London as well as in an art advisory capacity for Swiss collectors in Zurich. Bertold’s focus as a lawyer was on art and inheritance law. He holds a PhD in Law (University of Zurich), a Master of Laws (LLM; Harvard Law School), a Certificate in Advanced Studies from the University of Zurich (in inheritance law) and a Master’s in Fine and Decorative Art (University of Manchester). Bertold is a delegate of UNICEF Switzerland and lectures in the University of Zurich’s executive master program of art market studies.


  • Dr. Eugene Durenard

    Dr. Eugene Durenard

    Stetson Family Office

    Dr. Eugene Durenard is Managing Director of the Stetson Family Office, co-Founder and CIO of Healthcare Impact Holdings, co-Founder and Trustee of Healthcare Impact Foundation. Eugene brings a thorough multi-asset class investment and entrepreneurial experience spanning 20 years. After obtaining his PhD in Mathematics at Harvard in 1995 he started his career in London in proprietary research at Salomon Brothers, then proprietary trading at Credit Suisse, where he developed a series of quantitative strategies. 
In 2002 he moved to Bermuda to form his own company where he ran quantitative strategies for several high net worth clients and provided research, development and implementation services for proprietary trading operations at hedge funds and banks. 
In 2006 he expanded his operations by co-founding Orion Investment Management, an institutional asset manager in Bermuda. He sold it to the privately owned Capital G Bank in 2011 and until 2013 co-headed their asset management, where he was responsible for internal strategies and external managers selection in a range of asset classes, including venture capital, private equity and public equity in the healthcare and life sciences sectors. Prior to partnering with the Stetson Family Office in early 2016 he was CIO of an international Single-Family office operation. Eugene published various innovations to trading and dynamic asset management in several industry articles and a book “Professional Automated Trading, Theory and Practice” (Wiley 2013).

    Stetson Family Office

  • Dr. Hans Kuhn

    Dr. Hans Kuhn

    Zulauf Partners

    Hans Kuhn is a partner with Zulauf Partners in Zurich (Switzerland). He specializes in banking and financial market law with a focus on banking and fintech regulation. He is also advising a number of blockchain-based digital asset projects and works with governments on blockchain legislation. He has also extensive experience in securities law and payment and secured transactions. Before joining private practice he served as chief legal counsel for Swiss National Bank, Switzerland’s central bank, for more than 13 years. He served as a member of national and international expert groups on matters such as bank resolution, derivatives and netting legislation. He played a leading role in the national and international securities law reforms, acting as chairperson of the national expert group preparing the Swiss Federal Intermediated Securities Act and the Diplomatic Conference which adopted the Geneva Securities Convention. A graduate of the University of Zurich in 1993, Hans Kuhn was admitted to the bar in Switzerland in 1995. In 1998 he received his doctorate summa cum laude from University of Zurich. He holds an LL.M.-Degree from Tulane University School of Law (New Orleans, 2001).

    Zulauf Partners

  • Dr. Lidia Bolla CFA

    Dr. Lidia Bolla CFA


    Lidia Bolla is CEO and co-founder of vision& ( vision& is a Swiss investment, consulting and research house fully focused on blockchain assets. The team at vision& guides family offices, financial institutions and private individuals into the new blockchain-based financial era. Lidia brings in vast experience in quantitative finance, asset management, complex tech and blockchain projects. Before co-founding a startup in the field of machine learning applications, Lidia was Managing Partner of a Swiss advisory boutique specialized in quantitative finance. Earlier in her career she worked for major investment firms (J.P. Morgan, Swiss Re, Man Investments) in various asset management roles in Zurich, London and Hong Kong. Lidia holds a PhD from the University of St. Gallen, specializing in quantitative asset management.


  • Guido Bühler

    Guido Bühler

    SEBA Crypto AG

    Guido Bühler is a visionary whose expertise is grounded in global corporate finance. He is deeply proficient in banking, risk, asset and wealth management. Among other mandates, Guido was the CEO of Hérens Partners, a Mattig Suter und Partner Schwyz group company, in order to reposition the company as a Swiss domiciled investment and asset manager. Prior to that, Guido served as a Board Member of UBS Investment Bank in London, was Chairman of the European Central Bank’s OMG in Frankfurt, and Non-Executive Board Member of DTCC/DerivServ, as well as member of the DTCC Compliance & Operational Risk Committee in New York. As CEO of SEBA Crypto AG, Guido will lead the organization as it grows from concept to implementation. Guido’s extensive experience across the financial markets gives him a unique perspective on how the markets have evolved over the last 30 years and where they could be going next. It is this perspective that has convinced him of the importance of developing an organization that can operate as a gateway between the traditional financial markets and the rapidly developing crypto economy.

    SEBA Crypto AG

  • Justin Rockefeller

    Justin Rockefeller

    The ImPact, Rockefeller Brothers

    Justin Rockefeller is Global Director of Family Offices and Foundations at Addepar, the financial company empowering investors and advisors to navigate the increasingly complex world of investment management. Addepar serves as the transaction-level data platform for The ImPact, a social enterprise Justin cofounded to increase the probability and pace of solving social problems by improving the flow of capital to businesses creating measurable social impact. The ImPact provides families with the knowledge and network they need to make more impact investments more effectively. Since 2009, Justin has served on the board and the investment and audit committees of Rockefeller Brothers Fund; he helped steer the private foundation towards mission-aligned investing of its endowment. Justin received a B.A. from Princeton University, and lives in New York City with his wife and two daughters.

    The ImPact, Rockefeller Brothers

  • Manuel Salvisberg CFA

    Manuel Salvisberg CFA

    Manuel Salvisberg CFA, CAIA, born 1978, studied at the University of St. Gallen in Switzerland and at Fudan University in China, started his career in management consulting and private equity/venture capital. Since 2007 he oversees a diversified portfolio of investments in growth companies in Europe and Asia for his uncle Dr. Uli Sigg (world’s largest collector of contemporary Chinese arts and former Swiss ambassador to China). Manuel is the chairman of the hedge fund group Ayaltis and the software group TrekkSoft, he sits on numerous other Boards of technology companies, collects and creates art, and is the founder of the Freedom Flowers Foundation supporting art projects connected to human rights.

  • Marius Holzer CFA

    Marius Holzer CFA

    Parkview Group

    Marius Holzer is co-founder and CFO/COO of Parkview Group, a global Multi-Family Office operating in Switzerland, the UK and the US. Before launching Parkview in 2011, Marius worked for various international banks, most recently as Head of International Desks at UBS Wealth Management in New York. In a multi-faceted career spanning more than 20 years, he fostered strategic and operational excellence as a Manager of Origination and Back Office units, Project Leader, Consultant, and Client Advisor. Marius Holzer’s credentials include a CFA and CAIA designation, an MBA from INSEAD, a Bachelor’s Degree in Business Administration from University of Applied Science in Zurich, an advanced federal diploma in Computer Science, and a certificate in Advanced Risk and Investment Management from the Yale School of Management/EDHEC.

    Parkview Group

  • Nicolas Brand

    Nicolas Brand


    Nicolas Brand is a Partner at LAKESTAR, a global venture capital group that works alongside ambitious founders in early and growth stage companies. Nicolas invests in and builds businesses at the intersection of finance, blockchain and technology. His sector expertise comprises the digitisation of finance and banking, insurtech, digital currency infrastructures and blockchain technology.


  • Prof. Claudia Zeisberger

    Prof. Claudia Zeisberger


    Prof. Claudia Zeisberger is an Author and Professor of Entrepreneurship & Family Enterprise at INSEAD; she is the Founder and Academic Director of the school’s private equity centre (GPEI). Before joining INSEAD in 2005, she spent 16 years in global investment banking. Professor Zeisberger is a founding investor in ‘INSEAD Alum Ventures’ (IAV), INSEAD’s first dedicated seed fund and she devotes a significant amount of her time to mentor early stage companies. She launched INSEAD’s popular MBA elective ‘Managing Corporate Turnarounds’ and built an intensive computer-based simulation involving an iconic car brand and its struggle with bankruptcy. Professor Zeisberger teaches the Private Equity & Venture Capital, Corporate Turnaround and Risk management electives in INSEAD’s MBA, EMBA and Executive Education programmes. She has frequently been nominated for the “Best Teaching Award” in her PE elective and has been awarded the “Dean’s Commendation for Excellence in MBA Teaching” annually since 2008. Professor Zeisberger is known for her extensive research on PE in emerging markets and her books 'Mastering Private Equity – Transformation via Venture Capital, Minority Investments & Buyouts' as well the corresponding INSEAD case book 'Private Equity in Action. She regularly advises institutional investors, Family Offices and SWF’s.


  • Prof. Denise Kenyon-Rouvinez

    Prof. Denise Kenyon-Rouvinez


    Denise H. Kenyon-Rouvinez is The Wild Group Professor and Director of the IMD Global Family Business Center at IMD. For over 20 years she has worked extensively with very large family businesses in Europe, Asia, the Middle East, North and South America and is used to dealing with complex governance and wealth situations. Denise is also author and co-author of the books: Governance in Family Enterprises: Maximizing Economic & Emotional Success, 2014 (Palgrave Macmillan); Family Business – Key Issues, 2005 (Palgrave Macmillan); Sharing Wisdom, Building Values – Letters From Family Business Owners To Their Successors, 2002 (Palgrave Macmillan); A Woman's Place. The Crucial Roles of Women in Family Businesses, 2008 (Palgrave Macmillan); as well as the cartoon illustrated books: Why Me? Wealth: Creating, Having and Passing it on, 2007 and Who, Me? Family Business Succession. A Practical Guide For The Next Generation, 2005. In recent years she has also published articles on succession, competence, growth, IPOs, governance issues and on serial business families. Founder and former president of the Family Business Network (FBN) chapter in French speaking Switzerland, Denise has received several awards for her research work. In addition, she is a certified coach working with the Solution Focused Coaching approach (based on brief therapies). She is an accredited Lifo® Licensee - a personal style survey which helps individuals reach their potential and improve their performance. She is also a qualified Emotional Intelligence (EQ-i 2.0) assessor and trainer. Former Head of International Family Business and Philanthropy at RBS Coutts, Denise also served for 10 years as a senior consultant at The Family Business Consulting Group (FBCG), and is a Family Firm Institute (FFI) Fellow and mentor. Denise is the founder and chairman of Gen10 SA, an independent company providing high quality VIP Boutique services to HNW & UHNW entrepreneurial families and families of wealth. Prior to specializing in family business, Denise worked for fifteen years in international industrial companies where she developed an expertise in strategy, accounting, M&As, as well as financial and business analysis. Denise holds a PhD from HEC Lausanne.


  • Prof. Dr. Peter Lorange

    Prof. Dr. Peter Lorange

    Lorange Network

    Prof. Dr. Peter Lorange is founder, Chairman and CEO of the Lorange Network, where he is currently active in cutting edge, digital business knowledge transfer for business owners, entrepreneurial families and larger private investors. He was formerly owner and President of the Lorange Institute of Business. Prof. Dr. Lorange is a successful entrepreneur and owner of a highly diversified family office, after having sold his shipping company in 2006. He is also regarded as one of the world’s foremost business school academics. For 15 years, Lorange was the President of IMD, Lausanne, one of Europe’s leading business schools. He was Professor of Strategy at IMD and held the Kristian Gerhard Jebsen Chair of International Shipping. In addition to his academic background, he has gained extensive shipping know-how as director on several shipping company boards (Royal Caribbean Cruise Lines, Kvaerner, Seaspan). He also has board experience from ISS, Keystone Solutions (Oslo), Globalpraxis, Copenhagen Business School and many others. Lorange was educated at the Norwegian School of Economics, Yale University (MA in Operations Management) and Harvard Business School (DBA). In addition, he is the recipient of 6 honorary doctorates. Moreover, Prof. Dr. Lorange has written or edited over twenty books and more than 120 articles. His areas of special interest are global strategic management, strategic planning and entrepreneurship for growth. He has conducted extensive research on multinational management, strategic planning processes, and internally generated growth processes. Prof. Dr. Lorange is Norwegian, and resides in Switzerland.

    Lorange Network

  • Steffen Wagner

    Steffen Wagner


    Steffen Wagner is co-founder and CEO of investiere | Verve Capital Partners, one of Europe’s leading digital venture capital firms. Under his leadership, the firm grew to more than CHF 30 Million annual investment volume, 25 employees and more than 17’000 community members. Together with his investment team, he made more than 70 investments into more than 50 companies co-investing alongside reputable VCs and CVCs such as Partech, Lakeside, Notion Capital, Airbus Ventures, Beiersdorf and J&J. In 2018, he was named one of “100 Digital Shapers” in Switzerland by BILANZ, Le Temps and Handelszeitung. He is also member of the Advisory Committee of the recently launched CHF 150M Swisscanto Growth Fund targeting later-stage investments. Previously, he acted as the founder of two successful companies (a B2B Software firm in Berlin and an Agritech venture in Uganda) and spent more than 10 years as management consultant for financial institutions (Accenture, b&m management and PwC). Since 2007, Steffen Wagner acts as Swiss correspondent manager for the Foundation of German Business (“Stiftung der Deutschen Wirtschaft”). Steffen Wagner holds an MBA and has an academic background in Economics and Philosophy (Freie Universität Berlin and Carlos III de Madrid).


  • Valerio Roncone

    Valerio Roncone


    Valerio Roncone has joined SIX in 2013 as Head Markets & Clients and took on a new role as Head Product Management & Development within the new business unit Securities & Exchanges earlier this year. As of 1 December 2018 he serves as Head Future Business. In this capacity, he is in charge of Business Development, Strategy, M&A as well as Securities Finance and Trade Repository. Before working for SIX Valerio began his career with a brief stint at Bank Cantrade in 1988. A year later, he moved to Bank Julius Bär in Zurich where he stayed for the next 16 years. While at Julius Bär, he held a number of positions within the back-office area of the bank. This included being responsible for derivatives products, as well as corporate actions before taking on the responsibility of Head Securities. In 2007, Valerio joined EFG Financial Products as Managing Director and Head Operations. He drove the development and implementation of new products and services until 2013 when, as Head Operational Services, he left the organization to later join SIX.











Tickets are not available for sale any more for this event!

Volunteer Team

Walter Bareiss CFA, Head Compliance & Risk Control, VI VorsorgeInvest AG

Boris Battistini PhD, Vice President, Venture Capital & Private Equity, Metellus AG

Dominique Braeuninger CFA, Fund Manager, Schroders Investment Management

Peter Cingros, Group Operations Manager, Alyco Advisory

Raimondo del Balzo di Presenzano CFA, Portfolio Manager

Thomas Fischer, Founding Partner, aicons

Marius Andre Holzer CFA, Partner, Parkview Group

Christian Lepple CFA, Senior Portfolio Manager, Lufin Partners

Fernando Messineo Libano, CFA, UNEP Finance Initiative

Jürg Schiller CFA, Founder and Managing Director, VI VorsorgeInvest AG

Eugene Skrynnyk, Director, Regulatory Management, UBS

Media & Testimonials

Feedback received at the Generations Conference 2018:

Depth of presentations was surprisingly well done!

This conference is well suited for decision makers, people with good background on financial matters.

I recommend Generations Conference to people who work in family offices, but also to principals.

This conference is really about the topic and creating virtual fin-tech where people can exchange views and gain views and experiences.

The conference is very well balanced in terms of topics, anyone who works in a Family Office will have his/her takeaways.

Fascinating event, excellent speakers, great networking!


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