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.
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: 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
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