Citywire Switzerland, Gstaad 2026

In an era in which innovation drives market leadership, the AB Global Disruptors fund focuses on identifying and investing in the next generation of global market leaders that will benefit from secular growth trends. The presentation will delve into the fund's strategy of targeting companies that are at the forefront of technological and business model innovation across various sectors and geographies. Attendees will gain insights into how the fund identifies disruptors with sustainable competitive advantages and the potential for long-term growth. It will also cover the rigorous research and analysis process employed by the investment team to ensure a disciplined approach to investing in high-impact companies poised to reshape industries and deliver returns over time.

Workshop Objectives:

Participants will learn how to identify and invest in global disruptors, understanding the fund's strategy to capture growth from innovative companies reshaping industries worldwide.

Company Profile:

AllianceBernstein is a leading investment-management firm with $839 billion in client assets under management, as of 31 March 2026. 2025. With a unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies, we aim to deliver differentiated insights and distinctive solutions to advance investors’ success. Across our global network, we’re fully invested in delivering better outcomes for our worldwide clients, including institutional, high-net-worth and retail investors. By embracing innovation, we seek to address increasingly complex investing challenges and opportunities. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

Baron Capital will discuss why investors should invest in U.S. small-cap growth stocks given they have historically delivered attractive returns, diversification benefits, and opportunities for active management. They will then detail why US small cap stocks represent a rare opportunity to invest in tomorrow's market leaders at historically attractive prices ahead of an inevitable reversion to the mean in multiples for high-quality small caps.

Workshop Objectives: 

• Assess the U.S. small-cap opportunity, including the asset class's long-term return potential
• Evaluate the opportunity today, including the current market backdrop, valuations, investor positioning, and potential catalysts
• Examine the case for active management, including how factor dispersion and a return to fundamentals can create opportunities for skilled stock selection

Company Profile:

Baron Capital is a premier asset management firm focused exclusively on delivering growth equity investment solutions to institutions, financial advisors, and individual investors. Since its founding in 1982, Baron Capital has been united under one style of investing with a single objective–to be long-term investors in secular growth businesses with durable competitive advantages, run by great management teams. With $48.9 billion in assets under management (as of 31/12/25) across 19 strategies, Baron Capital prides itself on delivering the best solutions and outcomes for clients globally.

Join our BNP Paribas Easy Managed Futures ETF workshop to discover how Commodity Trading Advisor (CTA) strategies can enhance portfolio resilience. We will explore how these strategies behave across market cycles and the specific diversification benefits they offer to traditional portfolios. Additionally, we will introduce our new solution, designed to provide investors with a liquid, cost-effective, and transparent gateway to this asset class through an intuitive allocation process.

Company Profile:

Leader in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group’s commercial & personal banking and several specialised businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Türkiye, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group's performance and stability.

https://markets360.bnpparibas.com/docViewService/auth/r/TR-25895?tk=Z2NtvKRQfxFU1lm2hTXjmXWfHAdZEkzPSCYw3kgZzck9zhOlY3b5IexGtn8H&

Our presentation will focus on the BNY Asian Income strategy and how it captures attractive income opportunities across Asia’s dynamic equity markets. Despite ongoing geopolitical uncertainty and market volatility, Asian economies continue to show resilience, creating compelling opportunities for income-focused investors.
This strategy is part of a broader Equity Income franchise managed by Newton with around $49bn (as at 31. March 2026) distributed across various regional and global strategies. We will highlight our disciplined, quality-driven investment approach, focusing on companies with strong cash flows, robust balance sheets and sustainable dividend profiles. The strategy aims to deliver consistent income while navigating market volatility, supported by structural growth trends such as technological innovation and evolving supply chains. An additional goal of the strategy is to maximise risk-adjusted yield by exploiting the breadth of income opportunities across Asian equity markets. 

Workshop Objectives:

It focuses on enhancing portfolio income through high-quality dividend-paying companies while optimising yield relative to volatility. By targeting sustainable income alpha and capturing structural growth trends in Asia, the approach seeks to strengthen income resilience and deliver consistent outcomes in a dynamic market environment. We will finish with an overview of our other regional and global strategies.

Company Profile:

For institutional investors and intermediaries who are navigating a constantly changing landscape. BNY Investments is an asset manager positioned at the center of the financial ecosystem, delivering investment excellence backed by the full strength of BNY.* 
With a reputation of stability and a commitment to constant innovation, we’re a partner who can connect clients to the advantages that put them steps ahead.
*BNY Investments is the brand name for the investment management business of BNY and its investment firm affiliates worldwide. BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally.

Blockchain is moving from speculative narrative to structural infrastructure, reshaping capital markets through tokenisation, stablecoins and institutional-grade digital rails. We believe this shift represents one of the most significant equity growth opportunities of the decade, comparable in scale to the early internet build-out, as adoption extends from crypto-native platforms into mainstream financial infrastructure.

The BLOCK Index underlies the Invesco CoinShares Global Blockchain UCITS ETF, which seeks to provide investors with targeted, rules-based exposure to the companies driving this transition, spanning miners, infrastructure providers, chipmakers and digital asset platforms. Constituents are assessed against a rigorous five-factor blockchain scoring methodology and rebalanced quarterly, allowing the index to adapt as the sector evolves. 

Since inception on 18/12/2018, BLOCK has delivered a 386% total return (23% annualised return for 31% annualised volatility), gross of fees, as of 08/07/2026. Past performance is not a reliable indicator of future results. Index performance does not reflect the fees and expenses of the Invesco CoinShares Global Blockchain UCITS ETF.

CoinShares acts as index provider to the Invesco CoinShares Global Blockchain UCITS ETF. The fund is managed and marketed by Invesco. Please refer to the fund's KID and prospectus available here for full product, risk and cost information.

Workshop Objectives:

Equip professional investors to understand blockchain's structural growth drivers, tokenisation and stablecoin adoption, and how the BLOCK Index provides targeted, rules-based equity exposure to capture this opportunity.

Company Profile:

CoinShares is a leading global asset manager specialising in digital assets, pioneering innovative financial products since 2014. CoinShares was the first company to launch cryptocurrency ETPs and remains at the forefront of digital asset investment. The firm manages over $6 billion in assets and recently went public in the US through a $1.2 billion business combination.
CoinShares offers crypto ETPs that give investors access to digital assets through traditional brokers, actively managed funds, and transparent indices spanning both traditional and crypto markets. Headquartered in Jersey with offices in France, the UK, and the US, CoinShares delivers institutional-grade solutions blending traditional finance expertise with crypto innovation, with a focus on security, liquidity, and regulatory compliance worldwide for clients across global markets.

For four decades, investors played by Monopoly rules: globalisation, cheap capital, efficient supply chains and financial asset appreciation. That era is giving way to an Age of Empires, defined by geography, resources, industrial policy, defence, energy security and physical scarcity. AI is not separate from this shift – it is accelerating it. July’s AI sell-off was a reminder that positioning, leverage and expectations can create volatility, but it does not alter the underlying thesis: intelligence is becoming asset-heavy, power-hungry and strategically important. Bottlenecks are emerging across semiconductors, memory, data centres, electrification and critical materials. This workshop will explore why emerging markets are central to the new capex cycle, and how Columbia Threadneedle’s Emerging Markets Opportunity strategy seeks durable winners through scarcity.

Workshop Objectives:

Help investors understand the shift from efficiency to resilience, why AI reinforces physical scarcity, and how our Emerging Markets Opportunity strategy identifies durable beneficiaries across the new investment landscape.

Company Profile:

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US$662bn*. We are globally connected with a team of over 550 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future, we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.
*Data as at 31 March 2026

With over a decade of track record and €3 billion AuM, OptoFlex and US EquityFlex are engineered to improve the performance of bond and equity portfolios. These liquid, UCITS-compliant funds focus on systematically capturing risk premiums to act as reliable yield enhancers in your strategic allocation.
In this session, our portfolio managers will show how these rule-based strategies generate consistent additional returns. A key advantage: thanks to an integrated tail hedge, the strategies provide extra stability precisely when markets face extreme stress.
Join us to discover how you can achieve reliable excess returns while maintaining a robust safety net for your portfolio’s most challenging moments.

WorkshopObjectives:

Learn how to:

• Improve performance by systematically capturing risk premiums.
• Remove guesswork with objective, forecast-free strategies.
• Ensure flexibility through high liquidity and simple structures.
• Protect capital during extreme crises with an integrated safety net.

Company Profile:

FERI was founded in Bad Homburg in 1987 as Germany’s first multi-family office.
Since then, we have grown to become one of the leading multi-asset managers in the German-speaking world, with more than €60 billion of assets under management and over 280 employees at eight locations. We offer private and institutional investors something unique: first-class asset management based on our own in-depth research.
At the heart of our investment approach lies a deep commitment to alternative asset classes. Our Volatility Strategies Team is widely regarded as one of Germany’s premier units, having defined the standards for excellence and innovation within the sector.

Commodities are entering a selective, structural super-cycle, supported by the energy transition, digitalisation, emerging-market urbanisation and growing emphasis on supply-chain security. Demand for transition materials, including copper, lithium, uranium, nickel and rare earths, is rising, while supply remains constrained by underinvestment, long project lead times and geopolitical friction. This creates the potential for durable pricing, attractive long-term returns and inflation protection. 
The Transition Materials strategy seeks to capture these opportunities through active investment in companies exposed to future-facing materials. Unlike traditional mining funds and passive indices, which are often concentrated in legacy commodities, the strategy targets a broader opportunity set, including fertilisers and industrial gases - using fundamental research to capture differentiated, scalable alpha.

Workshop Objectives:

Explore the structural drivers reshaping commodity markets and how active investment in future-facing transition materials can capture long-term growth, diversification and inflation-resilience opportunities across rapidly evolving global commodity markets today.

Company Profile:

Fidelity International offers investment solutions, services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with over 50 years of heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with USD 1,062 billion* in total assets, we serve clients ranging from central banks, sovereign wealth funds and financial institutions to advisers and private individuals.

Our Workplace & Personal Financial Health business provides investment solutions, administration services and pension guidance to individuals, advisers and employers. Together with our Investment Solutions & Services business, we invest USD 473 billion on behalf of our clients. By combining asset management expertise with workplace and personal investing solutions, we help build better financial futures.

www.fidelity.ch *Total client assets, Fidelity Canada included, as at 31 March 2026.

As markets evolve, investors face three important questions: How might current AI-driven leadership evolve over time? Will market participation continue to broaden beyond the largest companies? And how should portfolios adapt to an increasingly complex and uncertain geopolitical backdrop? This session explores why these trends may warrant a rethink of traditional core equity exposures.
We examine the recent broadening of market participation and how rules-based approaches may help investors maintain a disciplined investment process during periods of uncertainty.
AlphaDEX has used the same rules for selecting core stocks for over a decade. Screening for Value and Momentum, AlphaDEX seeks to provide broader exposure using a systematic and objective stock selection methodology and portfolio construction for a chosen market, including the US and Europe.

Workshop Objectives:

Detail why broadening market leadership, questions around the AI cycle, and an evolving geopolitical backdrop may warrant a fresh approach to core equity exposure using rules-based strategies.

Company Profile:

First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios. 
These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic, and actively managed strategies investing across a range of equities, fixed income and alternatives. 

The structural growth stories of the next decade — electrification, infrastructure, energy security, urbanisation — are increasingly playing out in emerging economies, and their corporate bond markets offer a way to capture them with the discipline of fixed income. This presentation maps where the value sits: dollarised, strategic sectors with tangible assets, world-leading exporters, and issuers temporarily mispriced by sovereign dislocations. We explain how an active process spanning 55+ countries selects these opportunities while controlling duration and downside, and why today's high rates and strong EM fundamentals create a compelling entry point. For Swiss investors, it is a practical look at adding growth-aligned, high-carry credit without taking on local-currency risk.

Workshop Objectives: 

Reveal where structural growth meets mispricing in EM corporate credit, and how active management turns that intersection into value while keeping duration and downside risk in check.

Company Profile:

IVO Capital Partners is an independent French asset management company specializing in international credit. Founded in 2012, IVO Capital manages over €3 billion in assets (as 15/06/2026) in listed and unlisted credit across multiple geographic regions, emerging markets, and Europe. IVO Capital provides access to diversified investment universes, offering transparency and profitability in demanding markets. The company distinguishes itself through active management by more than 30 multicultural and multilingual professionals and invests in over 50 countries. Controlled by its management, alongside leading partners, IVO Capital is driven by a strong spirit of excellence, transparency, and entrepreneurial DNA.

Join Mia Soderberg as she explores why Emerging Market Debt remains one of the most compelling and underappreciated opportunities in global fixed income today. Drawing on Janus Henderson’s active, country-focused investment approach, the session will examine how on-the-ground research, independent country analysis and disciplined risk management help uncover opportunities often overlooked. The discussion will combine portfolio positioning and real-world country examples to demonstrate how active management can add value across a diverse and rapidly evolving asset class.

Research driven investment with focus on country allocation and security selection.

• The most interesting opportunities in EMD are often found at the country level, in the less researched parts of the universe. 

• Focus on detailed sovereign research to identify countries undergoing meaningful structural change.

• Significant emphasis is put on on-the-ground fundamental research to understand individual country stories and how to best express exposure, with regular meetings with policymakers, issuers and local experts across emerging markets.

• The team actively adjusts exposures as opportunities evolve, seeking to capture improving fundamentals while avoiding deteriorating credit stories.

• Portfolio construction focuses on diversification across countries, risk factors and sources of return, rather than making concentrated macro bets or themes.

• The opportunity set allows investors to access structural growth, improving credit quality and attractive income streams.

• EMD also serve as a valuable diversifier within broader portfolios, particularly as global economic leadership becomes less concentrated in the developed world.

• Through disciplined country analysis and risk-focused portfolio construction, the goal is to generate attractive long-term returns while navigating volatility. 

Workshop Objectives:

This session will provide practical examples of how active EMD investing works in practice, why country selection matters, and how the team seeks to uncover opportunities across one of the most dynamic areas of global fixed income. 

The adoption of active ETFs is on the rise, with many investors utilizing them to reactivate passive core investments. Our flagship active Research Enhanced Index ETFs are the largest active UCITS ETF range by assets under management and number of ETFs. These ETFs provide an option for those looking to move beyond traditional passive investing, with the potential for incremental excess returns over time. This presentation will explore how these index-aware ETFs built on fundamental research can be integrated into your investment strategy. 

Workshop Objectives:

Join this workshop to understand the benefits of active ETFs and our flagship active JPM Research Enhanced Index Equity ETF range. 

Company Profile:

J.P. Morgan Asset Management, with assets under management of $4.2 trillion (as of December 31, 2025), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.

Emerging markets sit at a pivotal inflection point. A structurally weaker US dollar, widening growth premium over developed markets, and historically wide valuation discounts are converging just as EM earnings growth and profitability outpaces developed world markets. Although investors appear more aware of emerging markets, capital allocation hasn't caught up — EM remains underweight in global portfolios relative to its share of world GDP, growth, and market cap. This session unpacks macro and fundamental drivers behind this, examines why benchmark concentration makes active, valuation-driven security selection attractive, and shares Lazard's 30+ year experience navigating these cycles. We'll explore where the opportunity is most compelling today — and how investors can position themselves ahead of what may be an early-stage, multiyear EM cycle.

Workshop Objectives:

Understand the macro tailwinds reshaping EM, why benchmark concentration lends itself to active management, and how disciplined, valuation-driven security selection can help investors capture the next EM outperformance cycle.

Company Profile:

Lazard Asset Management is the principal asset management subsidiary of Lazard, Inc., and today represents approximately half of the firm's revenue. With approximately 300 investment professionals and offices in 26 cities across 20+ countries, Lazard Asset Management offers investors an array of traditional and alternative investment solutions.
We believe our global reach, unique identity, diverse product platform, and strong client relationships will allow us to maintain our pre-eminent position in the marketplace.

Economic cycles significantly influence equity market performance, shaping which investment factors, themes and strategies perform best at different stages of the cycle. In this session, Jeff Morrison will share his perspective on the current economic environment and explore how changing market conditions affect both quantitative and fundamental investing approaches. The session will also highlight the strengths and limitations of quantitative analysis and fundamental research across varying market conditions.

Workshop Objectives:

• Identify the current phase of the economic cycle and the implications of market transitions
• Understand how different stages of the business cycle influence factor, theme and investment strategy performance
• Learn how quantitative analysis with fundamental research can strengthen investment outcomes

Company Profile:

In 1924, MFS launched the US’ first open-end mutual fund to give everyday investors access to the markets. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, we celebrate a century of active management. Tested and refined across market environments, our investing approach combines collective expertise, long-term discipline and thoughtful risk management to create value responsibly for clients. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market.

Charlie Linton, co-portfolio manager of Ninety One's Asian Equity strategy, makes the case for a region that has long been overlooked.
Charlie sets out where the most attractive opportunities lie, and which areas are best positioned to deliver outperformance in an ever-evolving world.

Company Profile:

Ninety One is an active, global investment manager managing €196.6 billion in assets (as at 31.03.26). Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet.
Established in South Africa in 1991, as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of our emerging market roots, we demerged to become Ninety One.
We are committed to developing specialist investment teams organically. Our heritage and approach let us bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset, and alternatives to our clients - institutions, advisors, and individual investors around the world. 

The world is entering a new era of electrification. Surging power demand from AI-driven data centers is creating unprecedented urgency—and a highly attractive investment environment—across the entire power value chain, from generation and transmission to energy storage. The investments being made today will not only support AI infrastructure but also accelerate broader electrification trends, including electric vehicles, heat pumps, and industrial electrification. Over the next decade, electricity demand is expected to grow at a pace roughly six times faster than fossil fuel demand, creating a powerful and long-lasting opportunity set for companies enabling the transition to an all-electric economy.

Workshop Objectives:

Explore the most compelling investment opportunities created by accelerating electricity demand and electrification, and identify how investors can capitalize on this multi-decade structural growth trend.

Company Profile:

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds. Research lies at the heart of everything we do, with a ‘pioneering but cautious’ approach that has been in our DNA since our foundation in Rotterdam in 1929. We believe strongly in sustainable investing, quantitative techniques and constant innovation.

In this session, VanEck presents two strategies that reflect its approach to differentiated, conviction-driven ETFs across core real assets and thematic growth. The Global Real Estate ETF, one of the top-performing strategies in its segment, has a 15-year track record and $500 million in AUM. The discussion will contrast listed and private real estate, highlighting the return profile and exposure investors can access through listed real estate. The Electrification ETF provides access to the global grid expansion theme. VanEck offers this exposure through its signature pure-play approach, with the discussion led by the macro case for electrification.  

Workshop Objective:

Explore how VanEck's differentiated approach to ETF construction delivers distinct outcomes for investors — from a battle-tested real estate strategy to a first-mover position in the electrification theme.

Company Profile:

VanEck is a family owned global investment manager and ETF provider focused on identifying the economic, technological, political and social shifts that create long term investment opportunities. We were one of the first asset managers to offer an international fund in the US in 1955, and one of the first to provide access to gold mining stocks in the US in 1968. That heritage of identifying important structural trends early continues to shape our investment approach today.    With over $240 billion in AUM globally, VanEck manages the vast majority of its assets through ETFs, alongside a smaller offering of active strategies, digital asset strategies and SMAs. In Europe, VanEck manages over $46 billion in assets, with the majority invested across 38 UCITS ETFs. These include thematic strategies, hard assets, strategic equity, dividend equities, crypto ETNs and other targeted exposures. Data as of 12th May 2026. 

Varenne Capital Partners applies four distinct yet complementary frameworks to generate equity-like returns with embedded risk mitigation through Tail Risk Hedging. Our process begins with Long Equity in high-quality companies, is enhanced by idiosyncratic Short Equity, and complemented by hard catalyst Merger Arbitrage. Tail Risk Hedging rounds out the strategy to hedge exposure in adverse markets. 
Each framework is led by dedicated teams and informed by proprietary research and databases. Together, they contribute to building a resilient portfolio across different market conditions. 
Focused exclusively on developed public markets, our approach reflects years of disciplined research and a commitment to a rigorous, differentiated process aimed at achieving strong, risk-adjusted returns over time.

Workshop Objectives:

Understand how Long Equity, Short Equity, Merger Arbitrage, and Tail Risk Hedging interact to generate returns, manage idiosyncratic risks, and optimise capital efficiency amid heightened volatility and shifting market regimes.

Company Profile:

Varenne Capital is a research and process-driven investment manager based in Paris, France, where it was founded by its current management team in 2003.
With 8 nationalities in a team of 46 people, including 18 investment professionals, the team fosters a culture of openness and diversity translating into very low turnover and an average tenure of 10 years in the investment team. All senior associates are shareholders or stock option holders in the firm and co-invest a significant portion of their wealth along our long-standing clients worldwide.