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?
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 General Meeting
For Board Members and Members only
Board Meeting followed by Annual General Meeting, including optional dinner.
May 2020
Annual Compliance Training: Certified compliance training for SRIAA members
Members for free / Non-Members CHF 350.-
Annual compliance training organized by SRIAA, under the guidance of and provided by Dustin Milne. Certification letters provided to confirmed attendees.
June 2020
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.
September 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
September 2020
Luncheon: DOJ status update what’s left in the wake of US investigations and the Swiss Bank Program?
For Members / Guests if space available
Presentation by a Partner of Bratschi Ltd., followed by discussion, moderated by Florian Jörg.
November 2020
Member Planning Workshop: What do we need to deal with in 2021? Followed by XMas Apéro
For Members only
Workshop, moderated by Frank Suess & Michel Guignard. Participating members have a chance to share their concerns, pose questions, and jointly we will draft a possible list / outline for the activities plan for 2021. Moreover, we will follow up and more thoroughly discuss possible areas of synergy for SRIAA members.
November 2020
