FOR PROFESSIONAL INVESTORS ONLY
Dear Partners, Sponsors, and Interested Parties,
After a delightful winter break, we are pleased to invite you to the next Investor Focus Roundtable. The event will take place on March 25, 2025, starting at 10:00 AM at the Haus zum Rüden. Look forward to valuable insights into global investment opportunities.
US Smaller Companies: Expanding Your US Equity Allocation
US small and mid-caps represent a diverse and under-analyzed market. Over 3,000 US companies make up only 15-20% of the total market capitalization of the US stock market. They offer investors a broad and diversified mix of companies that provide attractive long-term returns for global investors. T. Rowe Price has been a leader in small and mid-cap research since 1960, and we will identify the best investment ideas from this universe.
Company: T. Rowe Price (Switzerland) GmbH
Speaker: Paolo Corredig
Investing with Purpose: Driving Sustainable Change through Fixed Income Opportunities
According to the latest United Nations Sustainable Development Goals (SDGs) Report, less than one-fifth of the targets are currently on track. There is an urgent need for action to direct capital towards environmental and social solutions that support the advancement of the UN SDGs. Fixed income investors can contribute to this effort by targeting investments that deliver significant positive environmental and social outcomes, while adhering to a value-based investment approach designed to capitalise on attractive financial opportunities as they arise.
Mario Eisenegger, Fund Manager of the M&G (Lux) responsAbility Sustainable Solutions Bond Fund, will discuss the value opportunities in global investment-grade markets. He will explain how the fund aims to generate attractive returns for clients while simultaneously directing capital towards sustainable solutions that drive positive change and support the progress of the UN Sustainable Development Goals.
Company: M&G International Investments Switzerland AG
Speaker: Mario Eisenegger
China: +100% During Trump’s Last Presidency – What’s Next?
We’re diving into the key drivers shaping China’s investment landscape today. Don't miss this inside look at what’s ahead:
ü What catalysts could spark a similar market surge?
ü Will the stimulus package live up to expectations?
ü Are Chinese investors coming back to equities?
ü Could the "tariff war" jeopardize Chinese companies' revenue potential?
With China’s markets stabilizing and valuations hitting historic lows, could this be a rare opportunity before the next big growth cycle?
Company: GAM Investment Management (Switzerland) AG
Speaker: Jian Shi Cortesi
"APT Solara" – ein Flusskreuzfahrtschiff der Sonderklasse
The PCE Group has been developing, designing, and issuing bespoke asset-backed investment opportunities for over 20 years, focusing primarily on river cruising. In this segment, 18 cruise ships have been financed and managed with an investment volume of around EUR 307 million for leading tourism companies worldwide. With the current project "APT Solara" a 5-star river cruise ship is being offered for investment through Maverix.
Company: PCE Suisse GmbH
Speaker: Kai-Michael Pappert (PCE) & Marcelino Kraus (Maverix)
Lunch and Networking
Following the presentations, we invite you to join us for lunch and networking, providing an opportunity to connect with the sponsors and other participants.
As space is limited, we recommend securing your spot early. We look forward to welcoming you to this event. If you have any questions or require further information, please do not hesitate to contact us.
