Modern investment strategies aim to reduce volatility and improve
performance. The seminar describes what can realistically be expected from these strategies and where
their limits lie, based on objective academic research.
Individuals
relate performance to risk in a complex way. The seminar describes a recent research development in
behavioral finance which has led to an innovative approach to determine optimal investment strategies
for individuals.
Also for individuals, performance after tax is the yardstick.
The seminar therefore further addresses the tax consequences of the various investment structures available
for private investors, especially for those investors with an international orientation.
Finally,
the needs of entrepreneurs related to their closely held investments are discussed, as are the needs
of wealthy families, as these two segments constitute over half of the world's high net worth individuals.
Teaching
Methods The methods used to teach are a mix of modern impact-oriented
techniques; compact lectures convey core concepts. Case studies presented by senior line managers are
used to discuss the practical issues associated with these concepts. Group discussions of carefully
chosen questions encourage the targeted exchange of experiences.
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
