Live conferences
Quarterly Virtual Conference
Beating inflation.
From 11:00 to 12:45 (CET) on November 29, 2022, we will be conducting this year's final Quarterly Virtual Conference. As usual, the conference will kick off with a general investment outlook, which will include concrete strategic opportunities. The focus, however, will be on commodities and real assets.
Commodities are very much in the news right now. The war in Ukraine and its geopolitical repercussions have upended commodity markets, especially on the energy side. On the other hand, inflation, monetary tightening, and falling equity markets have increased investor interest. After all, commodities – and other real assets such as real estate – can help manage inflation risk and generate returns that tend to be uncorrelated with either stocks or bonds.
Join us on November 29, when our speakers will explain the thinking behind our solutions in commodities and real assets, and we will take an in-depth look at the current global energy situation – its crises, coming transition, and most interesting opportunities.
Information
Date:
Tuesday, November 29, 2022
Time:
11:00–12:45 CET
Registration:
Click here to register
November 29, 2022
| 11:00 CET | Welcome Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Credit Suisse Asset Management |
| Asset Management outlook and investment strategy Alexandre Bouchardy, Head of Investment Strategy CH& EMEA, Credit Suisse Asset Management |
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| 11:20 CET | Commodities: Cyclical headwinds vs. structural tailwinds Stefan Graber, Head of Commodities Strategy, Credit Suisse |
| 11:35 CET | Real estate investments in an inflationary environment Olafur Margeirsson, Head of Global Real Estate Research, Credit Suisse Asset Management |
| 11:50 CET | Investing in Commodities Christopher Burton, Head of Global Commodities, Credit Suisse Asset Management |
| 12:05 CET | Energy supply: Current situation and forecast Prof. Dr. Jan-Egbert Sturm, Professor of Applied Macroeconomics and Director of KOF Swiss Economic Institute, ETH Zurich |
| 12:20 CET | Panel discussion incl. Q&A Moderator: Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Credit Suisse Asset Management Speakers: all speakers |
| 12:45 CET | Closing Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Credit Suisse Asset Management |
Host
Alexandre Bouchardy
Alexandre Bouchardy has over 20 years of professional and executive experience in the areas of investment and portfolio management. Alexandre Bouchardy is Head of Investment Strategy Switzerland & EMEA.
Speakers
Stefan Graber
Head of Commodities Strategy
Stefan Graber joined Credit Suisse in 2008 as commodity research analyst. In 2013, he assumed the role as lead commodity strategist in the bank's Global Investment Strategy unit, which is embedded in the Investment Solutions & Sustainability group. In this function, he is responsible for developing commodity views and strategies for the bank's Global Investment Committee. Stefan is currently based in Zurich after having spent six years in the APAC region between 2009 and 2015.
Olafur Margeirsson
Olafur Margeirsson is the Head of Global Real Estate Research at Credit Suisse Asset Management and has been in this role since 2021.
He started his career in banking in Iceland at the Research Department of Kaupthing Bank prior to the Great Financial Crisis. Having finished his PhD in 2014, Olafur joined Zurich Insurance in 2015 where his responsibilities included the formulation of the global real estate house view. He furthermore served as an alternate member on the Supervisory Board of the Central Bank of Iceland between 2017 and 2021 and sat on the INREV Research Committee between 2018 and 2020.
Christopher Burton
Christopher Burton, CFA, FRM, is a Managing Director within Credit Suisse Asset Management, based in New York. Mr. Burton serves as the Global Head of Commodities within Asset Management and Senior Portfolio Manager. Mr. Burton earned a B.S. in Economics with concentrations in Finance and Accounting from the University of Pennsylvania's Wharton School of Business. Additionally, Mr. Burton is a CFA Charterholder and has achieved Financial Risk Manager® Certification through the Global Association of Risk Professionals (GARP).
Prof. Dr. Jan-Egbert Sturm
Jan-Egbert Sturm has been Full Professor of Applied Macroeconomics at the Department of Management, Technology and Economics (D-MTEC) as well as Director of the KOF Swiss Economic Institute at ETH Zurich since October 2005. Sturm is editor of the European Journal of Political Economycall_made and a member of various committees and boards in Switzerland and abroad. He studied and obtained his doctorate at the University of Groningen. From 2001 to 2003, he was Head of the Department of Economic Forecasting and Financial Markets at the Ifo Institute for Economic Research in Munich and held a professorship in economics, with a focus on macroeconomics and monetary policy, at the Center for Economic Studies (CES) of the Faculty of Economics at the University of Munich.
Questions & contact
Please contact GG Asset Management Marketing for further information.
Credit Suisse Asset Management (Switzerland) Ltd.
Credit Suisse Asset Management (Switzerland) Ltd. belongs to the Asset Management business area of Credit Suisse Group (referred to as "Credit Suisse"). Credit Suisse Asset Management is part of Credit Suisse's International Wealth Management division and manages assets worth over CHF 440 billion worldwide (as at December 31, 2020). Based on the stability and the range of opportunities offered by Credit Suisse's global market presence, the Asset Management area of Credit Suisse offers active and passive solutions for traditional and alternative investments as well as proven product expertise in Switzerland, EMEA, APAC, and America. The individuals mentioned above only conduct regulated activities in the jurisdiction(s) where they are properly licensed, where relevant.”
Important information
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