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CAIA Association Roadshow to Hamburg with Hamburg Financial Research Center
Date(s):
November 6, 2024
Note: All times listed are in local time
Venue:University of Hamburg - Hauptgebäude/ Main Building
Main Building, Edmund-Siemers-Allee 1
East Wing, 2nd floor, Room 221
Hamburg, HH ESA 1 O
Fee(s):Free Event
Description:CAIA Germany CAIA Association Roadshow to Hamburg Location On Campus: Main Building - East Wing - Floor 2 - Room 221 Further Note: When facing the main original, Kugel building, enter the building on the right handside. It is the center for Asian and African studies. The event is on the second floor. Join CAIA Germany, in collaboration with Hamburg Financial Research Center, for an insightful evening of thought leadership and networking in the heart of Hamburg at the University of Hamburg. This unique event will bring together industry experts and investment professionals for a series of keynote presentations on the latest trends and opportunities in alternative investments. This exclusive event will feature speakers discussing key topics such as venture capital, private wealth management, and the role of managed futures. After the presentations, attendees will have the opportunity to network over drinks and finger food, fostering connections within the alternative investment community. We inform you that this event will be held in both German and English. AGENDA: 18:00 - Welcome by Prof. Dr. Wolfgang Drobetz - Chair for Corporate Finance and Portfolio Management at the University of Hamburg 18:10 - Introduction to CAIA Association by Fanny Audeoud - Academic Relations Coordinator EMEA at CAIA Association Our 3 Keynote Presentations: 18:30 - Why Venture Now by Greg Bohlen - CEO at Union Grove Venture Partners
18:50 - The Role of Alternative Investments in Private Wealth Management by Dr. Christoph Kind - Chief Investment Officer and Head of Portfolio Management at Marcard, Stein & Co. 19:10 - Managed Futures - An Almost Forgotten Asset Class That Delivers What it Promises? by Prof. Dr. Wolfgang Drobetz - Chair for Corporate Finance and Portfolio Management at the University of Hamburg (presented in German) 19:30 - Closing Remarks by Silvia Writzel, CAIA - CAIA Germany Chapter Executive followed by Refreshments and Light Bites Please 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 made in collaboration with: 
Find it on Map
University of Hamburg - Hauptgebäude/ Main Building
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Greg Bohlen
Job Title: CEO and Founder
Organization: Union Grove Venture Partners
Speaker Type: Keynote
Before co-founding UGVP and Union Grove Farm, Greg
was Managing Director for Morgan Creek
Capital, expanding their venture exposure and raising a
$106M fund that became number one in its
class. Previously, Greg was a Portfolio Manager at
Wasatch Global Investors, initiating and leading
the venture investment category, Cross Creek Capital.
Early in his career, as the 23-year-old
President of Findlay Bancshares, Greg was the
youngest board chairman and bank president in the FDI
system.During Gregʼs 30 years in banking and venture
capital, he has invested in over 60 venture-backed
companies and successfully taken 24 companies
public, including startups like Sourcefire, Samba TV
and Beyond Meat. For Beyond Meat, Greg led the
investment for rounds C, D, and F, resulting in the
most successful public offering in the previous 20
years. In addition to its market success, Beyond
Meat also opened a new category of investment in
plant-based alternatives and was pivotal in
Gregʼs shift to focus on green businesses that create a
healthy and sustainable planet.
Wolfgang Drobetz
Organization: University of Hamburg
Prof. Dr. Wolfgang Drobetz holds the Chair of Finance
and Portfolio Management at the University of
Hamburg. He received his doctorate from the Swiss
Institute of Banking and Finance at the University of St.
Gallen (HSG) and his habilitation at the Centre for
Economic Sciences at the University of Basel. He has
taught at Bucerius Law School, WHU - Otto Beisheim
School of Management and IAE Business School and
was an Honorary Visiting Research Fellow at the Judge
Business School of the University of Cambridge. He is
co-editor of several international scientific journals and
serves as managing director of the Hamburg Financial
Research Center e.V. (HFRC).
Christoph Kind
Job Title: Chief Investment Officer and Head of Portfolio Management
Organization: Marcard, Stein & Co.
Dr Christoph Kind is Chief Investment Officer and Head
of Portfolio Management at the Hamburg multi-family
office bank Marcard, Stein & Co. After studying
economics and completing his doctorate, he worked as
an economist at BHF-Bank and as a portfolio manager
at the fund company Frankfurt-Trust, where he built up
and headed the asset allocation division. He is a
lecturer at the Ludwigshafen University of Business and
Society and a speaker on a course for certified family
officers.
Silvia Writzel
Job Title: Relationsphip Mangement Institutional Clients
Organization: Asset Allocation Advisors
Mrs. Writzel began her career at Austrian financial service provider C-Quadrat GmbH, where she worked in client service. Since May 1998, Mrs. Writzel has looked after Asset Allocation AG’s institutional clients and is also responsible for product selection. A Chartered Alternative Investment Analyst (CAIA) with 25 years’ capital market experience, Mrs. Writzel has a solid background in alternative investments.
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