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. 

Annual General Meeting

April 15th     5P.M.   I   Online

Board and Members only

Board Meeting (4PM, only for board members) followed by Annual General Meeting (5PM, for all members).

Gaps and Overlaps of SEC Regulations versus FIDLEG/FINIG: Are you ready? - WEBINAR

May

Members only

Which elements of FIDLEG/FINIG have RIAs already largely covered due to SEC requirements? 

Responsible investing, ESG and Impact Investing: Expectations vs. Reality

- WEBINAR

June

Members / Guests if space available

Short presentation, followed by a discussion. What is Responsible Investing, ESG, Impact Investing and Sustainability? How can an RIA address and manage these and related topics effectively and responsibly?

Annual Compliance Training: Certified Compliance Training for SRIAA Members

September

Members for free / Non-Members CHF 750.- (additional company members 50% discount)

Annual compliance training organized by SRIAA, under the guidance of and provided by a qualified SEC attorney. Certification letters provided to confirmed attendees.

Annual SRIAA Forum: Economic & Geo-Political Outlook, combined with some fun

- Sponsored by PICTET

October

Members for free / Non-Members CHF 250.- (additional company members 50% discount)

Economic & Geo-Political Outlook with keynote presentations. Followed by a fun group event.

Member Planning Workshop: What do we need to deal with in 2022?

November

Members only

Workshop. Participating members have a chance to share their concerns and pose questions. And, jointly we will draft a possible list / outline for the activities plan 2022. Moreover, we will follow up and more thoroughly discuss possible areas of synergy for SRIAA Members.

Blockchain / Distributed Ledger Technology: What is it and what can it do beyond crypto currencies? - LUNCHEON

November

Members / Guests if space is 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.

Christmas Apéro

early December

Members / Guests if space is available

Xmas Apéro with Special Guest Speach (TBD)

SEC Registrations on Hold: Now what?! Any news? - WEBINAR

March  

Members for free / Non-Members CHF 50.-

What's going on? Are there any risks for existing Swiss RIAs? Brief presentation and Q&A.

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