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CAIA Switzerland in Zug - Beyond Diversification: Rethinking Portfolio Construction in a Rewired World
Date(s):
September 21, 2026
Note: All times listed are in local time
Venue:The SHED Club
Dammstrasse 16
Zug, 6300
Fee(s):Free Event
Description:CAIA Switzerland
Beyond Diversification: Rethinking Portfolio Construction in a Rewired World Diversification remains a cornerstone of investing, but in today’s markets, the question is whether portfolios are diversified in the right way. As private markets grow, AI reshapes industries, and geopolitical shifts influence capital flows, investors are rethinking traditional approaches to asset allocation. Join CAIA Association for a timely discussion on how portfolio construction is evolving, where new opportunities and risks are emerging, and what these structural shifts could mean for investors. AGENDA:
18:00 - Registrations 18:30 - Welcome Remarks 18:40 - Fireside Chat in collaboration with: - John Bowman, CFA - CEO at CAIA
- Selina Ott - Head of Business Development at PG3 AG Family Office
19:25 - Networking reception
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 guest 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.
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John Bowman
Job Title: CEO
Organization: CAIA Association
Speaker Type: Panelist
John was appointed CEO for the CAIA Association in January 2025. He has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Before that, John was a portfolio manager for non-US equity strategies at both Boston Company and SSgA for several years. John is a prolific, speaker, writer and commentator, frequently keynoting industry conferences and appearing in investment and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.
Selina Ott
Job Title: Head of Business Developmen
Organization: PG3 AG Family Office
Speaker Type: Panelist
Selina Ott joined PG3 AG in October 2021 as an Investment Analyst within the Investor Relations team. At the start of 2024, she assumed the role of Head of Business Development for PG3. Prior to joining PG3, Selina worked at Partners Group in the Client Solutions Team and gained further experience as an underwriting professional with a leading Swiss FinTech company in their SME division, accumulating over 10 years of expertise in private markets. She holds a Bachelor’s degree in Economics from the University of Berne and a Master’s degree with a major in Management and Economics, and a minor in Banking and Finance, from the University of Zurich.
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