A guide for asset managers on market volatility, AI and liquid alternatives
Relevant context
Liquid alternatives for greater portfolio resilience and AI as a systematic investment process
Exclusive group
Licensed EAMs only, dialogue with over 50 asset managers
Concise & efficient
90 minutes, focusing on the essentials, 3 concrete implications for your portfolios
Conviction in Fundamentals. Powered by Technology
Why structural inefficiencies and data-driven selection approaches offer superior long-term return opportunities.
Smart Wealth Asset Management AG specialises in AI-driven investment strategies. Founder & CEO Dr. Miró Mitev has developed proprietary AI algorithms for over 20 years, overcoming human limitations to deliver exceptional risk-adjusted returns for investors. FINMA-regulated.
Volatility, geopolitical upheavals and concentration risks in the major indices are changing the rules of the game when it comes to portfolio construction. Traditional 60/40 allocations and pure long-only approaches reach their limits as soon as equities and bonds come under pressure at the same time. Liquid alternatives, particularly market-neutral strategies, are gaining significance precisely where uncorrelated sources of return and resilience are required – without sacrificing the liquidity of traditional fund structures.
At the same time, artificial intelligence is changing the way investment decisions are made. Discretionary processes are dependent on key individuals, susceptible to bias and limited in their data processing capabilities. Systematic, AI-based approaches address precisely these weaknesses: they process information with a depth and speed that cannot be achieved manually, and deliver reproducible results – independent of individual people. This brings a new standard within reach for asset managers.
Take away three concrete implications that you can use directly in client discussions and in portfolio allocation.
📅 Friday, 5 June 2026 | 11.45 am–2.00 pm
📍 Mandarin Oriental Savoy Zurich
🍽️ Business lunch with 3 short presentations
💼 Exclusively for licensed EAMs | 50+ participants
| 11:45 | Reception |
| 12:00 | Welcome |
| 12:10 | Liquid Alternatives to Enhance Portfolio Resilience |
| 12:45 | Artificial Intelligence in Wealth Management |
| 13:20 | tba |
| 14:00 | End of the event |
RAM Active Investments SA
Systematic Fund Manager
Valentin Betrix has been a Senior Fund Manager at RAM AI in the Systematic Equities Team since 2013 and is co-manager of several equity funds. Prior to that, he was a quantitative analyst and trader at Alpstar Capital.
Smart Wealth Asset Management AG
Chairman of the Board
Strategy and finance expert with positions at BCG, McKinsey, BZ Bank, and Bank of America. MBA Stanford. Currently Chairman at Smart Wealth and advisor at Clearsky VC.
Smart Wealth Asset Management AG
Head of Sales
Head of Sales at Smart Wealth with 25 years of experience in asset management and institutional distribution. Previous positions at UBS, Vanguard, Lyxor and Deutsche Bank. Bachelor’s degree in business administration from ZHAW.
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