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 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

Annual General Meeting

For Board Members and Members only 

Board Meeting followed by Annual General Meeting

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 an apéro. 

If you don't feel safe joining a live event: no problem at all! Just register for the 'Join Remotely' option and we will send you a link to join the event online. 

Agenda: 

13:30   Arrival 

13:45   Opening with general information about SRIAA

14:00   Presentation with Q&A by Anastassios Frangulidis, Pictet Asset Management  

15:00   Apéro

October 23, 2020 I Baur Au Lac, Zurich / Webinar I 1.30PM - 4PM

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.

November 2020

Xmas Apéro

We'll get together for an Apéro to exchange our experiences in 2020 and to cheers to what's next. 

Date TBD

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

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Postponed due to Coronavirus. New date will be published as soon as planning is possible. 
Postponed due to Coronavirus. New date will be published as soon as planning is possible. 
Postponed due to Coronavirus. New date will be published as soon as planning is possible. 

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