CAIA Zurich- Private Equity Investing: An Institutional Approach
September 28, 2023
Note: All times listed are in local time
Venue:HWZ Zurich University of Applied Sciences in Business Administration
Zurich, ZH 8004
Join the CAIA Zurich
Private Equity Investing: An Institutional Approach
Thursday, September 28th, 2023
From 18:00 CET
CAIA Zurich is delighted to invite you to an exclusive Information series on Private Equity Investing.
Private markets have become an important part of institutional investment portfolios and are expected to further gain importance. In this educational event, we will discuss the role of private equity in portfolios of institutional investors, and its implications, as well as investment and selection approaches and related challenges and opportunities. We will also provide an outlook for the asset class in terms of allocation to portfolios, investment activities, and valuations, especially in light of the changed inflationary regime and corresponding monetary policy.
We look forward to meeting you at the event.
18:00 – Registration
18:30 - Panel Discussion
- Persefoni Noulika -Senior Investment Professional at BlackRock Private Equity Partners
- Dr. Stephan Skaanes, CFA - Partner and Member of the Executive Board of PPCmetrics
- Martin Kessi, Co-Head of Ardian Customized Solutions, Head of Ardian Switzerland
- Dr. Georg Wessling - Senior Portfolio Manager Alternative Investments and Member of the Pension Asset Management team at F. Hoffmann-La Roche Ltd.
- Olivier P. Müller, CFA, CAIA - CAIA Zurich Chapter Executive, and Board Member at CFA Society Switzerland
19:30 – Apero Riche
Please register early for this event as space is limited.
!Important notes before the event!
Registration for this event must be done in advance and walk-ins will not be permitted.
Please kindly let us know at least 24 hours in advance if you are not able to attend the event.Your timely cancellation allows us to be more responsible and ecological on avoiding food and energy waste.
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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HWZ Zurich University of Applied Sciences in Business Administration
Organization: Ardian Customized Solutions
Martin Kessi joined Ardian in 2008. He is Senior Managing Director in the Primaries & Secondaries team, a member of the Global Investment Advisory Committee and Co-Head of Customized Solutions. He is also responsible for Ardian's activities in Switzerland.
Olivier P. Müller is a Director and Head of Investment Delivery at Credit Suisse, based in Zürich, Switzerland. He runs the Investment Delivery subdepartment within Investment Solutions & Products (Chief Investment Officer organization). In this function he is responsible for active delivery management of investment products by combining Investment Strategy and Investment Committee views with adequate product investment implementation in a cross-asset and cross-product approach, covering both the advisory and the discretionary business. He joined Credit Suisse in 2002 at Investment Management as a Career Starter, was at Trading & Sales and then moved to the Research department where he became senior analyst, then team/sector head and subsequently held various senior roles in the investment business such as lately Senior Investment Strategist and deputy regional Chief Investment Officer for Europe/Switzerland within Credit Suisse's Investment Strategy Department. He studied banking/finance as well as accounting at the Universities of Berne and Zürich, Switzerland, and graduated with a Master of Science (MSc). He has the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation as well as the Financial Risk Manager (FRM) certification. He is a member of both CFA Institute and CFA Society Switzerland where he also currently serves as Chair University Relations and hosts of the CFA Institute Research Challenge in Switzerland, the Chartered Alternative Investment Analyst Association, the Swiss Financial Analysts Association as well as of the Global Association of Risk Professionals. He speaks fluently German, French (both native) and English.
Organization: BlackRock Private Equity Partners
Persefoni Noulika is a senior investment professional at BlackRock Private Equity Partners (PEP) group focusing on private equity opportunities across the European market in a variety of different sectors.
Previously, she worked at Pala Investments, focusing on the origination, execution and monitoring of direct private equity investments in the mining and natural resources sectors. Prior to joining Pala Investments, Persefoni worked at UBS Investment Bank in London where she was primarily involved in the execution of a number of M&A transactions in South Eastern Europe and the Middle East and subsequently, coverage and advisory of the bank's natural resources clients as part of the Global Industrials Group.
Persefoni holds a MSc Economics from the London School of Economics and MA (hons) in Economics from the University of Edinburgh.
Organization: PPCmetrics AG
Stephan is a partner and member of the Executive Board of PPCmetrics. He earned a doctoral degree at the University of Zurich, specializing in banking and finance. He has been certified as a “Chartered Financial Analyst (CFA)”, “Financial Risk Manager (FRM)” and “Chartered Alternative Investment Analyst (CAIA) “. He is also a lecturer at the University of Zurich.
Dr. Georg Wessling is a Senior Portfolio Manager Alternative Investments and a member of the Pension Asset Management team at F. Hoffmann-La Roche Ltd. (Roche). He is responsible for investments in foreign real estate, private equity, hedge funds and insurance-linked securities on behalf of Roche’s Swiss pension funds. Before joining Roche in 2017 he has been for 12 years with Vontobel Asset Management’s hedge fund division (former Harcourt Investment Consulting) in various roles managing and advising hedge fund portfolios. Between 1995 and 2004 Georg was an Investment Consultant with Zurich-based Ecofin Investment Consulting. In 2004 he received a PhD from Zurich University with a thesis on solvency insurance and investment policy of pension funds.