|
|
CAIA Geneva - Everything Is An Alternative: The Great Convergence
Date(s):
September 22, 2025
Note: All times listed are in local time
Venue:UBS Auditorium
Rue des Noirettes 35 Carouge, GE 1227
Fee(s):Free Event
Description:CAIA Geneva Everything Is An Alternative: The Great Convergence CAIA Geneva is pleased to invite you to an exclusive lunch discussion at UBS exploring The Great Convergence. The Great Convergence has begun in asset management as the blurring of lines between conventional and alternative assets, private and public securities, and institutional and wealth management solutions accelerates. It’s a new era in which everything is an alternative and investors are demanding diversified, long-term portfolio solutions to achieve their multifaceted investment objectives. We’re witnessing a paradigm shift away from narrow, single-lane firms and products. Asset owners, asset managers, intermediaries, and educational bodies must rewire their product strategy, portfolio construction and organizational ethos to meet the challenges of tomorrow’s capital markets. AGENDA: 12:00 - Registration and flying lunch 12:30 - Panel Discussion in collaboration with: - Lukas Erard - Head of Distribution for Unified Global Alternatives at UBS
- Julien Froidevaux, PhD, CFA, CWMA - Executive Vice President, Financial Intermediaries at Piguet Galland & Cie
- Emmanuelle Sée - Head of Equity at Swiss Life Asset Managers France
Moderator: John Bowman, CFA - Chief Executive Officer at CAIA Association 13:30 - Networking coffee 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.
|
|
|
|
|
|
John Bowman
Job Title: CEO
Organization: CAIA Association
Speaker Type: Panelist
John serves as President for the CAIA Association, overseeing the industry leading CAIA Charter, thought leadership and content development, operations, and CAIA's Asia Pacific strategy. John has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession bring 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. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry 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.
Lukas Erard
Job Title: Head of Distribution for Unified Global Alternatives
Organization: UBS
Speaker Type: Panelist
Lukas Erard is a seasoned business executive with 20+ years of experience in the financial industry, alternative investments & private banking. He has founded several successful companies, is a proven expert in private equity & real estate and passionate about supporting young start-ups with unique business ideas. Currently, he is heading the distribution unit (ex-US) for the Unified Global Alternatives group at UBS. In this role he oversees investment specialists for hedge funds & private markets across the Wealth, Institutional & Wholesale channels. In addition to his current role at UBS, he is the founder and board member of several entrepreneurial companies.
Julien Froidevaux
Job Title: Executive VP, Head of Commercial Development External Asset Managers Desk
Organization: Piguet Galland & Cie SA
Speaker Type: Panelist
Julien Froidevaux is a banking and investment professional with more than 30 years of experience. He has held senior managing director positions at Lombard Odier, HSBC, Bank of China, and UBS. His career started at Arthur Andersen in 1991. Currently, Julien leads a team at Piguet Galland & Cie in Geneva that provides services to financial intermediaries and high-net-worth individuals.
Emmanuelle Sée
Job Title: Head of Equity
Organization: Swiss Life Asset Managers France
Speaker Type: Panelist
Emmanuelle Sée is Head of Equities at Swiss Life Asset Managers France. She joined Swiss Life Asset Managers in 2022 to consolidate the equity range and support the deployment of the “quantamental” strategy through thematic funds dedicated to the environment and climate. Before joining Swiss Life Asset Managers, Emmanuelle Sée began her career in Investment Banking at ICBC and Bank of China as an Analyst and subsequently joined the Amundi Group (Tokyo, Paris), where she held various management positions, notably dedicated to ESG/ impact solutions from 2014 to 2021. She spent almost ten years at the Amundi Group, initially as Multi Asset Manager. The management of her multi-asset flagship earned it a five-star rating by Morningstar. She specialised as a Global Equities Impact Thematic Manager at CPR-AM (a wholly owned subsidiary of the Amundi Group). She was particularly dedicated to climate, environmental and social solutions. She has 15 years of experience in quantitative and fundamental (“quantamental”) management. Emmanuelle Sée holds a master’s degree specialized in finance from the National Institute of Oriental Languages (INALCO – Langues O’). She also holds three bachelor’s degrees in Chinese, Japanese and International Business.
|
|
|
|
|
|