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CAIA Switzerland Roadshow with CFA Society Switzerland in Zurich - Infrastructure Investment Mastery: Unlocking Value-Add Opportunities
Date(s):
May 6, 2025
Note: All times listed are in local time
Venue:Swiss Life
General-Guisan-Quai 40 Zurich, ZH 8022
Fee(s):Free Event
Description:
CAIA Switzerland Infrastructure Investment Mastery: Unlocking Value-Add Opportunities CAIA Switzerland in collaboration with CFA Society Switzerland and Swiss Life Asset Managers, invites you to an exclusive event focused on infrastructure investing with an emphasis on value-add strategies. Join us as industry leaders and experts come together to explore the dynamic opportunities within the infrastructure sector. This event will provide valuable insights into how value-add strategies can drive growth and maximize returns. Don’t miss the chance to network with top professionals, deepen your understanding, and stay ahead of the curve in infrastructure investing. AGENDA 18:00 - Registration
18:30 - Welcome remarks 18:35 - Overview on Infrastructure as an Asset Class (based on recent CAIA Paper) by Thomas Breitenmoser, CFA, CAIA, Head of Investment-Controlling, Consulting at Complementa AG
18:55 - Panel discussion on Infrastructure Investing: Leading the Way Forward, in collaboration with: - Gianfranco Saladino - Executive Director, Head of Value-Add Infrastructure at Swiss Life Asset Managers
- Christian Jost, CFA - Senior Investment Analyst at Zurich Invest
- Thomas Breitenmoser CAIA, CFA - Head of Investment Controlling, Consulting at Complementa AG
- Marianne Fassbind - Investment Committee Member at Pension Fund Winterthur
Moderator:Andreas Rothacher CAIA , CFA - CAIA Zurich Chapter Head and Head of Investment Research at Complementa AG 19:40 - Q&A
19:45 - Networking aperitif
21:30 - EndPlease register early as space is limited 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’s details must be filled in. In case of overbooking, priority will be given to CAIA Members.
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:
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Thomas Breitenmoser
Job Title: Head Investment Consulting/Controlling
Organization: Complementa AG
Speaker Type: Panelist
Thomas Breitenmoser CFA, CAIA is the Head of Investment Consulting and Controlling at Complementa AG. He held management positions at Swisscanto/ZKB, JPMorgan Asset Management, Merill Lynch Investment Managers and Credit Suisse. He was also president of the Foundation Board and the Investment Committee of JPMorgan Chase Suisse Pension Fund. Thomas studied economy and business administration at the University of Applied Sciences in Zurich and completed the dual degree Executive MBA in Asset and Wealth Management at the University of Lausanne and Carnegie Mellon University (Pittsburgh, USA).
Marianne Fassbind
Job Title: Investment Committee Member
Organization: Pension Fund Winterthur
Speaker Type: Panelist
Marianne Fassbind has been commenting on events in the Swiss economy for over 25 years. She is familiar with the communication challenges involved in management and strategy changes and in crisis situations that can damage a company’s reputation. As a member of investment committees and as a trustee of pension funds, the pension market is also one of her core areas of expertise. Thanks to her many years of experience as a member of the Board of Directors and Chairwoman of the Audit Committee of a listed Swiss company, she is familiar with the various communication mechanisms of the Board of Directors and management and is familiar with financial reporting and capital market transactions. As the former Chief Financial Officer of the city of Rapperswil, she is also familiar with the specifics of politics and administration. Marianne Fassbind holds a Master’s degree in Business Administration and Economics from the University of Zurich (lic.oec.publ.).
Christian Jost
Organization: Zurich Invest Ltd
Speaker Type: Panelist
Christian Jost, CFA, is a Senior Investment Analyst at Zurich Invest AG. He is responsible for the selection and monitoring of asset managers for the infrastructure platform (around CHF 2 billion in assets) and the fixed income platform (around CHF 10 AuM). Before joining Zurich Invest in 2016, he was a Portfolio Manager of Fixed Income Fund-of-Funds. He is a CFA Charterholder and also passed the CAIA exams.
Andreas Rothacher
Organization: Complementa AG
Speaker Type: Moderator
Andreas is the Head of Investment Research and Senior Investment Consultant at Complementa in Zurich. In his current role he advises Swiss and German institutional investors on their strategic asset allocation and manager selection. In addition, he is one of the co-authors of the annual Complementa Risk Check-Up pension study. He is also the author of various articles and publications. Andreas is a Chapter Executive of the CAIA Zurich Chapter and a member of the CFA Swiss Pensions Conference Committee.
Gianfranco Saladino
Job Title: Executive Director, Head of Value-Add Infrastructure
Organization: Swiss Life Asset Managers
Speaker Type: Panelist
Gianfranco Saladino is an Executive Director within Swiss Life Asset Management Infrastructure practice and Head of Value-Add Infrastructure. He oversees the growth infrastructure investment and asset management activities. His experience includes investing in digital, energy, transport and social infrastructure assets. Gianfranco serves as a non-executive director on the board of Powy, Rad-X, Condecta and Telecom Infrastructure Partners.
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