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CAIA Zurich
Inside Private Markets: Perspectives, Trends & Opportunities

Client conversations around private markets are becoming more sophisticated. Against a backdrop of changing liquidity dynamics, evolving valuations and a rapidly expanding opportunity set, a clear perspective matters.

We are pleased to invite you to an exclusive morning discussion hosted by UGA in partnership with CAIA and created specifically for CAs and CRMs.

Steven Novakovic, Managing Director, Educational Programs at CAIA, will share CAIA’s perspective on the forces reshaping private markets and the themes influencing allocators today. This will be followed by a fireside conversation between John Bowman, CEO at CAIA, and Lukas Erard, Head UGA Distribution (ex-US), with time reserved for questions from the audience.

The objective is to help you move beyond the headlines and bring greater clarity, context and confidence to conversations with clients.

AGENDA:
08:30 - Welcome breakfast

09:00 - Keynote by Steven Novakovic, CAIA, CFA - Managing Director, Educational Programs at CAIA

09:30 - Fireside Chat in collaboration with:

• John Bowman, CFA - CEO at CAIA
• Lukas Erard - Head UGA Distribution (ex-US) at UBS

10:00 - Q&A

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.

This event is organized in collaboration with: