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UBS Forum for Financial Intermediaries 2024

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Program

Navigating tomorrow: Opportunities into 2025

Day 1 - Monday, 4 November

Time	Time	Activity	Activity
Time	13:00	Activity	Forum opening Andreas Oggier, Head Global Financial Intermediaries
Time	13:15	Activity	US elections and global implications Roger Fisk, Former Senior Aide to President Obama and veteran of 3 presidential campaigns
Time	14:00	Activity	Live from Washington John Savercool, Head GA US
Time	14:15	Activity	Economic outlook Nicole Krieger, Chief Investment Office, Senior Cross Asset Strategist
Time	14:45	Activity	Panel and Q&A: Implications on the financial markets Roger Fisk, Nicole Krieger and John Savercool
Time	15:15	Activity	Coffee break
Time	15:45	Activity	Breakout sessions The case for investing in Private Equity and how to access the asset class (Alisa Wood, Partner and Co-CEO of K-PRIME, KKR) Strategic asset allocation - How UBS constructs efficient portfolios (Nicole Krieger, Chief Investment Office, Senior Cross Asset Strategist) Open Finance, enabler of efficiency and standardization? (Stefan Reinmann, Stream Product Lead API Banking & Client Reporting) Tokenization: A game changer for Wealth Management? (Marco Borer, Head Operating Office F2B Digitalization) AI – threats in the FIM business and how to protect oneself (Christopher Purves, Group Emerging Technology Co-Head) UBS Ultra Solutions Group - dedicated services from the world’s leading ultra bank (Christoph Kleiser, GWM Strategic Clients – UHNW Solutions Group)
Time	16:45	Activity	Coffee break
Time	17.15	Activity	A dialogue on trends, opportunities and challenges in the FIM industry Panel with clients
Time	17:45	Activity	Wrap-up of the day
Time	18:00	Activity	Free time
Time	19:30	Activity	Drinks and dinner “Food trip around Switzerland”

Day 2 - Tuesday, 5 November

Time	Time	Activity	Activity
Time	07:00	Activity	Breakfast / Check-out at UBS Center Wolfsberg, Ermatingen
Time	08:30	Activity	Opening Andreas Oggier, Head Global Financial Intermediaries Fireside chat Iqbal Khan, Co-President Global Wealth Management and Andreas Oggier, Head Global Financial Intermediaries
Time	09:00	Activity	Integration update Andreas Rathgeb, Chief of Staff and Integration Lead Global FIM
Time	09:45	Activity	Coffee break
Time	10:15	Activity	Breakout sessions
Time	11:15	Activity	Coffee break
Time	11:45	Activity	The Sky is No Limit: Mindset for unlimited possibilities Nicola Winter, ESA Reserve Astronaut, Aerospace Engineer and Eurofighter Pilot
Time	12:45	Activity	Wrap-up Andreas Oggier, Head Global Financial Intermediaries
Time	13:00	Activity	Farewell lunch – end of forum