Dates and Program

MASTER PROGRAM


	Dual Degree Executive MBA in Asset and Wealth Management
PROGRAMS AND SEMINARS


	Senior Management Program in Banking

	Advanced Executive Program

	Diploma of Advanced Studies (DAS) in Banking (Executive Program)

	Int. Private Banking and Wealth Management Retreat
COOPERATION PARTNERS


	Carnegie Mellon University / University of Lausanne

	Rochester-Bern Executive Programs / Universität Bern

	Singapore Management University / Wealth Management Institute


	Target Audience



	Dates and Program



	Course Structure and Learning Methodology



	Speakers



	Registration & Contact



	Provisional Reservation

Dates and Program

Program Overview
The seminar is held from June 8 – 11, 2009

June 8, 2009

Topics		Speakers
Introduction to the seminar		Dr. Harry Hurzeler
Trends in Wealth Management (INSEAD Case UBS)		Dr. Harry Hurzeler
Branding, segmentation and the client offering		Dr. Harry Hurzeler
The key drivers of profitability: International benchmark studies (BCG Study)		Dr. Peter Nicolai Damisch
Conclusions: The KPI determinants of profit		Dr. Harry Hurzeler
Retaining clients (Group work)		Dr. Harry Hurzeler

June 9, 2009

Topics		Speakers
KYC: From risk tolerance to investment strategy		Prof. Enrico De Giorgi
KYC: The challenge of really knowing your client (Group exercise with case Felix Stromberg)		Peter Schuppli / Dr. Harry Hurzeler
Acquiring clients (Group work)		Peter Schuppli / Dr. Harry Hurzeler
Communicating under stress		Prof. Gerhard Steiner
Developing existing clients (Group discussion I)

June 10, 2009

Topics		Speakers
The legal aspects of knowing your customer		Martin Peter
Developing existing clients (Group discussion II)		Peter Schuppli / Dr. Harry Hurzeler
For RMs:
Advising HNWI		Geoff Marsh
For Team Leaders:
Developing the advisory capability: Sales Meetings, Coaching		Peter Schuppli / Dr. Harry Hurzeler
Measuring and encouraging success		Boris Collardi
Selecting and developing RMs		N.N.

June 11, 2009

Topics		Speakers
Organising your business		Dr. Harry Hurzeler
The advisory experience		Werner Peyer
Individual work and closing discussion: Balancing KPI, personal conclusions, action plan		Dr. Harry Hurzeler

	NEWS

News Outstanding Diploma Theses Executive Program 2010-2011 Events 15.02.2012 - Zurich SFI Alumni Luncheon mit Rolf Bögli, Credit Suisse AG, Chief Operating Officer Private Banking Topic: The future of Private Banking Members only 01.03.2012 - Zurich Inaugural Conference of the SFI-Capco Institute Paper Series on Banking Topic: Banking in the "Glocal" World. About Capco... 15.03.2012 - Zurich Women's Luncheon with Brigitte Baumann, CEO, Go Beyond Topic: Angel Investing: Women With Wings 21.03.2012 - Geneva SFI Evening Seminar with Prof. Pierre-Marie Glauser Topic: Value through Wealth Planning - Key Trends in Taxation of Private Investors 19.04.2012 - Zurich SFI Breakfast Seminar mit Patrik Schellenbauer Topic: Der Wohnungsmarkt in der Regulierungsspirale? Mythen und Fakten zum Wohnen More events... Podcasts 15.12.2011 Panel "Operationelle Risiken" with B. Zanella Fux, ZKB & Prof. P. Embrechts, ETH Zurich More Podcasts... Press release Inaugural SFI-Capco Conference, March 1st, 2012 - Zurich More press releases... SFI in the news NZZOnline: Europäische Kontroverse um Finanztransaktionssteuer Handelszeitung: Hedge Funds - Study by SFI Ass. Prof. Franzoni Ticino Libero Online: La volatilità Wirtschaftsblatt: OnlineA: Kundengespräche Le Temps: L'EPFZ More press coverage...