Upcoming Events
The exact dates and venues of our upcoming events will continually be published. As soon as online registration opens, you will be able to sign up for the events here. Members and Subscribers will be notified via email and personally invited to every event.
Luncheon: SRIAA Member Areas of Synergy - How/where can we join forces to benefit of all?
For Members / Guests if space available
Brainstorming and discussion regarding possible areas of synergy, moderated by Michel Guignard. Are there areas in our businesses that could benefit from cooperation and coordination?
Academy: Gaps and Overlaps of SEC Regulations versus FIDLEG/FINIG - Are you ready?
Members for free / Non-Members CHF 350.-
Which elements of FIDLEG/FINIG have RIAs already largely covered due to SEC requirements? Which gaps exist, which require a RIA's attention? Are there any conflicts between the two regulatory regimes?
Please note: Non-Members will receive a bill of CHF 350.- after the event.
April 2020
Luncheon: ESG and Impact Investing - Expectations vs. Reality
For Members / Guests if space available
Short presentation by Alize Marchand, followed by a discussion, moderated by Peter Ackermann. What is ESG, Impact Investing and sustainability? How can an RIA address and manage these and related topics effectively and responsibly?
May 08, 2020
Annual Compliance Training: Certified compliance training for SRIAA members
Members for free / Non-Members CHF 375.-
The annual compliance training is organized by SRIAA, under the guidance of and provided by Jake Brown from Wuersch & Gering LLP. Certification letters provided to confirmed attendees.
To ensure that the event will take place despite possible future restrictions due to COVID-19, we've decided to hold this year's Compliance Training in the form of a webinar. The link to join the online Training will be sent out to all registered attendees before the event. For Non-Members we've reduced the attendance fee from 750.- to 375.-
September 17, 2020 | Webinar | 3PM - 5.30PM
Luncheon: Blockchain / Distributed Ledger Technology: What is it and what can it do beyond crypto currencies?
For Members / Guests if space available
Blockchain is often immediately confused with Crypto assets and currencies. However, the proper application of blockchain is set to revolutionize how we do business across most industries. Presentation, Business Case and discussion moderated by Frank Suess.
Date TBD
Annual General Meeting
For Board Members and Members only
Board Meeting followed by Annual General Meeting, including optional dinner.
October 2020
Annual SRIAA Forum: Economic & Geo- Political Outlook, combined with some fun
Members for free / Non-Members CHF 350.-
Economic & Geo-Political Outlook, in consideration of the impending US presidential election, with keynote presentations. Followed by a fun group event.
Sponsored by PICTET
Date TBD
Xmas Apéro
We'll get together for an Apéro to exchange our experiences in 2020 and to cheers to what's next.
Date TBD