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CAIA Zurich
Alternative Assets in a Multi Asset Context

CAIA Zurich in collaboration with CFA Society Switzerland, invites you to an exclusive event focused on Alternative Assets in a Multi-Asset Context, with a special emphasis on the integration of illiquid investments into diversified portfolios.

Over the past decade, assets under management in alternative asset classes—such as private equity, infrastructure, and private debt—have grown significantly. This trend is no longer limited to institutional portfolios. Wealth management clients are increasingly allocating to alternative assets as well, making them an important complement to traditional investments within multi-asset portfolios.

As alternatives become more mainstream, asset allocators and investment professionals must consider how to effectively integrate these assets into their asset allocation frameworks and portfolio modelling.

This expert discussion will explore how alternative and illiquid assets can be incorporated into a multi-asset context and highlight key operational considerations investors should be aware of.

Key topics of the panel include:

• How can alternative and illiquid assets be integrated into a multi-asset portfolio?
• What value can these asset classes add to a diversified portfolio of traditional assets?
• What challenges and operational considerations arise when integrating them (liquidity planning, rebalancing, costs, modelling, and manager selection)?
• What experiences have panelists gained with alternative assets over the past 5–10 years?

AGENDA
18:00 - Registrations

18:30 - Welcome remarks by CFA Society Switzerland and CAIA Chapter Zurich

18:35 - Panel Discussion followed by Q&A in collaboration with:

• Eliane Riner - CEO at Swissair Flight Crew Pension Scheme
• Fabienne Hockenjos-Erni, CFA - Head of Financial Services at Rahn+Bodmer Co.
• Dominik Irniger - Head of Asset Management at Pensionskasse SBB
• Dominique Braeuninger - Fund Manager Multi-Asset Growth and Income at Schroders

Moderator:
Andreas Rothacher, CAIA - CAIA Zurich Chapter Head and Head of Investment Research at Complementa AG

19:45 - Apero

Important notes before the event:

• This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
• If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
• Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
• Registering a guest is possible but complete guests details must be filled in.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

This event is organized in collaboration with: