08:30 a.m. CET
| Fireside Chat: FX Reserve Investment Strategies
| Christoph Maron Head of Trading Asset Management, Swiss National Bank Massimiliano Castelli Head of Strategy & Advice, Global Sovereign Markets, UBS Asset Management |
09:15 a.m. CET
| Fixed Income Outlook: Time to extend duration in global government bond portfolios?
| Matthias Dettwiller Head of Fixed Income, UBS Asset Management, Zurich Jonas Klink Head of Covered Bonds, SSAs and Euro Government Trading, UBS IB, London Christoph Theis Senior Portfolio Manager, Swiss National Bank Massimiliano Castelli Head of Strategy & Advice, Global Sovereign Markets, UBS Asset Management (Moderator) |
10:15 a.m. CET
| Coffee Break
| Coffee corner on ground floor
|
10:45 a.m. CET
| US Corporates: A perspective from public and private markets | David Vignolo Head of US Investment Grade Corporates, Fixed Income, UBS Asset Management, New York Christopher Kempton Global Head Client Portfolio Management, Credit Investment Group, UBS Asset Management, New York Massimiliano Castelli Head of Strategy & Advice, Global Sovereign Markets, UBS Asset Management (Moderator)
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11:30 a.m. CET
| Gold Outlook: Central banks continue to accumulate gold. How far can it go? | Joni Teves
Precious Metal Specialist, UBS Investment Bank, London Philipp Salman
Strategy and Advice, Global Sovereign Markets, UBS Asset Management (Moderator) Kurtulus Taskale Diamondopoulos Director, Central banks & Public Policy, World Gold Council |
12:15 p.m. CET
| Lunch
| Parquinhouse - conference restaurant
Lunch will take place indoor or outdoor depending on the weather
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13:45p.m. CET | AI and Portfolio Management | Matthias Uhl Head of Analytics and Quant Solutions, UBS Asset Management |
14:30 p.m. CET
| Emerging Markets: navigating global tariffs | Shamaila Khan Head of Global Emerging Markets and Asia Pacific Fixed Income, UBS AM, New York Urs Antonioli Head of Asia and EM Equity, UBS Asset Asse Management, Zurich Willem van Breugel Global Head, Global Sovereign Markets, UBS Asset Management
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15:30 p.m. CET | Coffee Break | N/A1 |
16:00 p.m. CET | Keynote: The New Rule of Investing: Essential Wealth Strategies for Turbulent Times | Mark Haefele CIO, Wealth Management, Zurich |
17:00 p.m. CET | Day four conclusion | N/A1 |
19:00 p.m. CET | Drinks, dinner and conference awards ceremony | N/A1 |