Upcoming Events
Luncheon: SEC Registrations on Hold - Now What?!
Wed, Feb 19
George Bar & Grill
Feb 19, 12:00 PM – 2:00 PM
George Bar & Grill , Sihlstrasse 50, 8001 Zürich, Switzerland
What's going on? Are there any risks for existing Swiss RIAs? And, what can we do as SRIAA to ameliorate the situation?
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SRIAA Luncheon with KPMG - December
Wed, Dec 18
George Bar & Grill
Dec 18, 2019, 12:00 PM – 2:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
In this Luncheon we are hosting KMPG as a guest speaker and we will cover the following topics: - Pitfalls associated with US reporting of non-US interests and investments - 'Actions Needed to Enhance Compliance Efforts, Eliminate Overlapping Requirements, and Mitigate Burdens on U.S. Persons Abroad
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SRIAA Xmas Apéro
Tue, Dec 17
Baur au Lac (Salon III)
Dec 17, 2019, 6:30 PM
Baur au Lac (Salon III), Talstrasse 1, 8001 Zürich, Switzerland
Christmas is right around the corner and 2020 is waiting for us. Let's cheer to 2019 and enjoy our last SRIAA event of the year!
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SRIAA Luncheon with KPMG - November
Fri, Nov 15
George Bar & Grill
Nov 15, 2019, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
- Pitfalls associated with US reporting of non-US interests and investments - 'Actions Needed to Enhance Compliance Efforts, Eliminate Overlapping Requirements, and Mitigate Burdens on U.S. Persons Abroad’ – how might the recent report by the US Government Accountability Office change the landscape
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Annual SRIAA Compliance Training
Fri, Jul 19
Baur au Lac
Jul 19, 2019, 8:00 AM – 12:00 PM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
SRIAA presents its Annual Compliance Training. Dustin Milne (http://milnelegal.com) has agreed to hold this Compliance Training, which will take about 2 hours. It will qualify as the annual training that your staff needs to conduct, and it will be validated by SRIAA accordingly.
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SRIAA Luncheon with KPMG - May
Wed, May 22
George Bar & Grill
May 22, 2019, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
In this Luncheon we are hosting KMPG as a guest speaker and we will cover the following topics: - Top 5 issues with US tax reports for individuals - Accidental American - What to do if you "discover" you are American
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SRIAA Academy: Managing Cyber-Security in 2019
Wed, Apr 24
Kessler & Co AG
Apr 24, 2019, 4:00 PM – 7:00 PM
Kessler & Co AG, Forchstrasse 95, 8032 Zürich, Switzerland
SRIAA Academy: Practical Guidance on How to Address and Manage the Growing Technological and Regulatory Challenges of Cyber Security.
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Monthly SRIAA Luncheon - January
Fri, Jan 18
George Bar & Grill
Jan 18, 2019, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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SRIAA Xmas Apéro
Thu, Dec 06
Baur au Lac
Dec 06, 2018, 6:30 PM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
With the holiday season and turn of the year at our doorsteps, SRIAA would like to invite you to our annual Holiday Apéro. We would be happy to share ideas and thoughts, look back on our progress and forward to 2018.
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The 50 Shades of Investing
Wed, Nov 07
Baur au Lac
Nov 07, 2018, 6:00 PM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
Philip Rauh from responsAbility will provide insights into Impact Investing and its 50 different shades, how it is defined and who the players in the field are.
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Monthly SRIAA Luncheon - October
Thu, Oct 18
George Bar & Grill
Oct 18, 2018, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon - September
Thu, Sep 13
George Bar & Grill
Sep 13, 2018, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon - June
Fri, Jun 22
George Bar & Grill
Jun 22, 2018, 12:00 PM – 1:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Annual SRIAA Compliance Training
Tue, Jun 05
Baur au Lac
Jun 05, 2018, 9:00 AM – 12:00 PM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
SRIAA is proud to present its first Annual Compliance Training. Dustin Milne (http://milnelegal.com) has agreed to hold this Compliance Training, which will take about 2 hours. It will qualify as the annual training that your staff needs to conduct, and it will be validated by SRIAA accordingly.
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Monthly SRIAA Luncheon - May
Thu, May 24
George Bar & Grill
May 24, 2018, 12:00 PM – 1:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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General Meeting
Tue, May 15
Bergstrasse 21
May 15, 2018, 5:00 PM
Bergstrasse 21, Bergstrasse 21, 8044 Zürich, Switzerland
SRIAA invites all the members to contribute to the quality of the Swiss Financial Center by participating to the SRIAA General Meeting. It will take place on the 15th of May at the BFI Headquarter at Bergstrasse 21 in Zurich.
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Monthly SRIAA Luncheon - April
Thu, Apr 26
George Bar & Grill
Apr 26, 2018, 12:00 PM – 1:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Annual SRIAA Compliance Training
Mon, Apr 23
Baur au Lac
Apr 23, 2018, 9:00 AM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
SRIAA is proud to present its first Annual Compliance Training. Dustin Milne (http://milnelegal.com) has agreed to hold this Compliance Training, which will take about 2 hours. It will qualify as the annual training that your staff needs to conduct, and it will be validated by SRIAA accordingly.
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Monthly SRIAA Luncheon - March
Fri, Mar 23
George Bar & Grill
Mar 23, 2018, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Opportunities in light of the US tax reform
Tue, Feb 27
Baur au Lac
Feb 27, 2018, 6:00 PM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
This presentation by Matthew Sperry, Partner of McGuireWoods LLP and Chair of their Private Client Practice, will address the Opportunities in light of US tax reform. The presentation will be followed by a Q&A session and networking opportunities.
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Monthly SRIAA Luncheon - February 16
Fri, Feb 16
George Bar & Grill
Feb 16, 2018, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon - January
Tue, Jan 23
George Bar & Grill
Jan 23, 2018, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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SRIAA Xmas Apéro
Thu, Dec 21
Baur au Lac
Dec 21, 2017, 6:30 PM
Baur au Lac, Talstrasse 1, 8001 Zürich, Switzerland
With the holiday season and turn of the year at our doorsteps, SRIAA would like to invite you to our annual Holiday Apéro and SRIAA's 3rd birthday since its inception in 2014. We would be happy to share ideas and thoughts, look back on our progress and forward to 2018.
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Monthly SRIAA Luncheon December
Tue, Dec 12
George Bar & Grill
Dec 12, 2017, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon November
Thu, Nov 16
George Bar & Grill
Nov 16, 2017, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon October
Tue, Oct 17
George Bar & Grill
Oct 17, 2017, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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9 months of Trump – What are the implications for Swiss RIAs
Wed, Oct 04
Zunfthaus zur Waag
Oct 04, 2017, 6:00 PM
Zunfthaus zur Waag, Münsterhof 8, 8001 Zürich, Switzerland
This presentation by Martin Naville, CEO of the Swiss-American Chamber of Commerce, will address what has changed, and what has not, during the first 9 months of the Trump administration. The presentation, followed by a Q&A session, will focus on the implications for Switzerland and Swiss RIA's.
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Monthly SRIAA Luncheon September
Fri, Sep 15
George Bar & Grill
Sep 15, 2017, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon July
Mon, Jul 10
George Bar & Grill
Jul 10, 2017, 12:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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Monthly SRIAA Luncheon
Tue, May 23
George Bar & Grill
May 23, 2017, 12:00 PM – 2:00 PM
George Bar & Grill, Sihlstrasse 50, 8001 Zürich, Switzerland
Our monthly luncheon is an informal gathering. Once a month, we come together, share pertinent ideas and discuss topics of interest. Bring along a personal guest. Feel free to introduce a topic of your choice for discussion with a brief 60-second "presentation". No slides.
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SRIAA Academy: Securities and Exchange Commission Audit Update
Mon, May 08
Kaiser Partner
May 08, 2017, 6:00 PM
Kaiser Partner, Glärnischstrasse 18, 8002 Zürich, Switzerland
The presentation by Ms. Kristin E. Rice-Gonzalez, Baker & McKenzie LLP, will deliver a critical update to some of the latest developments in regards to SEC regulations and will also refresh some of the topics discussed at last year’s excellent and well-received presentation.
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