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Elevated Panel

Are illiquid strategies superior to liquid strategies in the area of alternative investments?

Mittwoch, 23. Januar 2019, 11:00 - 11:45 UHR

GLASKUBUS ІІ

English

Referent(en): Dominik Brunner, Lars Niggemann, Bill Santos

Moderation: Thomas Hengartner


Are the differentiating features of liquid and illiquid investments still valid generally, and in particular for the asset class of alternative investments? Is the investor still sufficiently compensated for illiquid forms of investment? Potential solutions for the illiquidity problem in alternative investments? Pros and cons of UCITS versus LP? What does the addition of illiquid types of investment mean for asset allocation, and what are the repercussions?

Dominik Brunner

Dominik Brunner

CFA, Alternatives Director, Schroders

Dominik Brunner is an Alternatives Director at Schroders with a special focus on Hedge Funds and Private Markets Solutions (in particular Private Debt). Dominik joined Schroders in June 2018 and is based in Zurich. He was the Head of Investment Fund Distribution at UBS Global Wealth Management, based in Zurich. In this capacity, Dominik led the fund distribution efforts in Switzerland and across Europe with a focus on the bank’s best-in-class offering in investment funds & alternatives investments. Dominik was previously a Senior Portfolio Manager at UBS Asset Management, heading the portfolio construction function for all Swiss equity portfolios. Dominik holds a masters degree in business administration from the University of St. Gallen (HSG), with a major in finance and accounting. He is a member of the Swiss CFA Society and a CFA Charterholder.

Lars Niggemann

Lars Niggemann

Executive Director, LGT Capital Partners Ltd

Lars Niggemann is an executive director at LGT CP Ltd. Prior to joining the firm in 2011, he was an associate partner and investment director at CGS Management, a Swiss private equity fund manager, where he was responsible for direct investments in European, Asian and US small buyout companies. Mr. Niggemann's prior experience includes several years as an investment manager at Adveq in Zurich, as well as playing a leading role in establishing a venture capital fund for a European business angel network. Before that, he established and managed his own event-marketing company in Zurich. Mr. Niggemann holds a business degree from the University of Zurich and an MBA in Finance from the University of Rochester in New York. He is fluent in English, German and French.

Bill Santos

Bill Santos

Senior Managing Director and Executive Committee Member, K2 Advisors

Mr. Santos is a member of the Executive Committee that oversees business strategy, investment management, product development, and business development. Mr. Santos is also responsible for the global business development activities across Franklin Templeton Investments / K2 Advisors suite of products and services. In this capacity, he works closely with the global distribution teams for Franklin Templeton Investments. For more than 30 years, Mr. Santos has worked in premier financial institutions and has held various senior management positions within all facets of distribution and investment management across a wide range of institutional, alternative investments, consultant and wealth management channels, in the United States and throughout international markets.

Thomas Hengartner

Thomas Hengartner

Journalist, Print and Online Publications, "Finanz und Wirtschaft"

Thomas is publishing for „Finanz und Wirtschaft“ on the topics of Swiss and international Pensions Systems as well as on the insurance sector. He analyses the financial development of listed insurance companies and evaluates stock performances. As pension funds and insurance companies are major investors in illiquid asset classes, Thomas in his work for “Finanz und Wirtschaft” also covers private markets.

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