FACHPANEL
Thursday, 03. April 2025, 13:00 - 13:45 UHR
English
Presenter: Stephan Meier
Speaker(s): Dr. Agim Xhaja Lennart Lengeling Manuel Streiff Claudio Paonessa
CEO, Open Funds Inestment Services AG
Stephan Meier is a co-founder and the CEO of OpenFunds Investment Services AG, a financial boutique active in fund distribution. He has 36 years of investment experience and started his career as equity research analyst in 1987 at former Swiss Bank Corporation. In the nineties, Stephan and his team managed all Swiss Equity Assets for UBS Asset Management. Stephan moved to smaller banks in the mid 2000, working as CEO for Bellevue Asset Management and later Clariden Leu Asset Management. Stephan holds a Masters in Economics from the University of Basle. He is a Board Member of the Swiss Financial Analyst Association and AZEK.
CIO Fixed Income, BCV
A member of our team since 2006, Agim Xhaja is in charge of managing fixed income portfolios and the BCV International Bonds fund. He has 14 years of investment experience. His career began in 2001 with UBS, where he held various positions in the credit risk control and financial research divisions. Mr. Xhaja has a PhD in finance from the International Center for Financial Asset Management and Engineering (now the Swiss Financial Institute) and the University of Lausanne, a master’s degree in international economics from the Graduate Institute of International Studies in Geneva, and a degree in mathematics from the University of Tirana.
Investment Strategie, Algebris Global Opportunities
Lennart is an investment analyst in the Global Credit Opportunities team, with a focus on G10 Rates/FX. He joined Algebris as a risk analyst in 2018 and moved to the investment team in 2020.
Lennart completed his BSc in Business Administration and Economics at Goethe University in Frankfurt am Main and his MSc in Finance with a major in Quantitative Finance at Bocconi University in Milan. Prior to joining Algebris, Lennart gained working experience at Eurex, Commerzbank, Allianz and Goldman Sachs. Lennart is a CFA charter and is based in London.
Founding Partner and CEO, GAMA Asset Management
Manuel is the founding partner and CEO of GAMA Asset Management, a global fixed income asset manager based in Geneva. Prior to founding GAMA in 2019, Manuel headed the fixed income franchise of Lombard Odier’s private banking arm, where he established a solid unconstrained investment framework that led to successful performance and asset growth over his 18 years in the Bank. He was a member of Lombard Odier’s investment committee for 15 years. Manuel started his career in 1998 as an economist for Synthesis Bank, where he also launched and managed a global bonds fund. Manuel has been a CFA charter holder since 2003 and a FRM charter holder since 2007. He holds an MA in international relations from the Graduate Institute of International and Development Studies (IHEID) in Geneva.
Senior Portfolio Manager, BKB
Claudio Paonessa arbeitet seit 2021 bei der Basler Kantonalbank als Senior Portfolio Manager im Bereich Portfolio Management Institutionelle Kunden. Er leitet das Fixed Income Portfolio Management Team, welches sämtliche Mandate und Fonds im Bereich Obligationen bewirtschaftet. Zuvor war Claudio Paonessa im Asset Management der Bank J. Safra Sarasin als Portfolio Manager sowie im Investment Office der Pensionskasse Basel-Stadt (PKBS) als Investment Manager tätig. Claudio Paonessa ist zertifizierter FRM und verfügt über einen M.Sc. in Wirtschaftswissenschaften der Universität Basel mit einer Vertiefung im Bereich Finanzmärkte und Geldpolitik.
