|
|
CAIA Geneva - How Secondaries Fit Private Wealth Portfolios
Date(s):
March 3, 2026
Note: All times listed are in local time
Venue:Warwick Geneva
Rue de Lausanne 14
Geneva, 1201
Fee(s):Free Event
Description:CAIA Geneva
How Secondaries Fit Private Wealth Portfolios Secondaries are moving into the spotlight as a strategic access point to private equity—but what’s real opportunity and what’s hype? Join us with industry experts for a practical discussion on how the secondary market works, from LP- to GP-led transactions, and what it means for private wealth portfolios today. Designed for wealth professionals navigating private markets, the session will focus on why secondaries matter today: faster capital deployment, diversified exposure, earlier liquidity, and smarter portfolio construction within a total-portfolio mindset, the session will be followed by a networking cocktail with peers and practitioners.
AGENDA
18:00 - Registrations 18:30 - Welcome & Opening Remarks 18:35 - Keynote presentation on Current State of the Secondary Market by Sara Huang - Managing Director, Secondaries & Primaries at Ardian 18:50 - Panel discussion on:
Part I - Understanding Private Market Secondaries: A Multi-Perspective Discussion
Part II - The Secondary Market Today: Separating Headlines From Fundamentals In collaboration with: - Sara Huang - Managing Director, Secondaries & Primaries at Ardian
- Rémy Pomathios - Head of Private Markets Investment at CA Indosuez Wealth Management
- Sandro Galfetti - Managing Director at Houlihan Lokey's Capital Solutions Group
Moderator:
Antoine Laniesse, CAIA - Private Assets Specialist at Lombard Odier and CAIA Geneva Chapter Executive 19:30 - Q&A 19:40 - Networking Cocktail
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: 
|
|
|
|
|
|
Sandro Galfetti
Job Title: Managing Director
Organization: Houlihan Lokey's Capital Solutions Group
Speaker Type: Panelist
Mr. Galfetti is a Managing Director in Houlihan Lokey’s Capital Solutions Group, covering the EMEA market. As a senior member of the Equity Capital Solutions team, he focuses on advising European private capital sponsors and investors on GP-led transactions, such as single- and multi-asset continuation vehicles and other liquidity solutions. Mr. Galfetti has more than two decades of experience in private markets and financial services. He is based in the firm’s Zurich office. Prior to joining Houlihan Lokey, Mr. Galfetti was a Managing Director and Head of EMEA Secondary Advisory at UBS Investment Bank in London, advising a wide range of private market investors on sponsor-led liquidity solutions and limited partner secondary transactions. Before that, he was a Managing Director at PJT Partners’ Park Hill Secondary Advisory unit in London, advising on liquidity solutions for European financial sponsors and investors. Between 2008 and 2014, Mr. Galfetti was on the secondary buyside as a senior member of Capital Dynamics’ Private Equity Secondary Investment team, working in New York, London, and Switzerland. He began his career in financial services at Swiss Re Group in 2002. Mr. Galfetti holds an M.A. in Economics, magna cum laude, from the University of Zurich.
Sara Huang
Job Title: Managing Director, Secondaries & Primaries
Organization: Ardian
Speaker Type: Panelist
Sara Huang is a Managing Director in Ardian’s Secondaries and Primaries team, responsible for fund investments in North America. She co-chairs the Ardian Women’s Club in the Americas. Sara joined Ardian’s NY office in 2010 and moved to Ardian’s London office in 2024. She also spent time at an Asian sovereign wealth fund during her tenure with Ardian. Prior to joining the Secondaries & Primaries strategy, she worked in Equity Linked Capital Markets at Bank of America Merrill Lynch. She is a graduate of Cornell University with a degree in Electrical and Computer Engineering.
Antoine Laniesse
Job Title: Private Assets Specialist
Organization: Lombard Odier
Speaker Type: Moderator
Antoine started his professional journey as an civil engineer and evolved for 5 years in the private equity real estate business after graduating from the ESSEC's Master in Finance based in Singapore. He has always been passionate about the Private Assets in general and CAIA certification allowed him to complete his educational background and lever it alongside his professional experience in private equity real estate to join Lombard Odier since November 2023 as a Private assets distribution specialist.
Rémy Pomathios
Job Title: Head of Private Markets Investment
Organization: CA Indosuez Wealth Management
Speaker Type: Panelist
Rémy Pomathios joined CA Indosuez in 2021. Remy is managing and coordinating the investment effort for the Private Markets team. Before joining CA Indosuez team, Remy worked as a Senior Investment Manager at Ardian for 6 years, within their PE Funds of Funds team in London, where he focused on secondary and primary investments.
Prior to that, he held various positions including a 4 year Financial Controller experience at Ardian.
|
|
|
|
|
|