Charles-Henry Monchau is CIO at Bank Syz (Switzerland) where he brings 25 years of international experience in multi-asset investing. Before joining, Charles-Henry held senior roles at FlowBank (CIO & CCO), Al Mal Capital (CIO), Deutsche Bank (Head of Asset Allocation EMEA), EFG Bank, Rothschild Bank AG in Zurich, Lombard Odier and BNP Paribas. Charles has an Executive MBA from Instituto di Empresa (Madrid & Shanghai), a MSc in Finance from HEC Geneva and graduated from MIT Sloan (Blockchain technologies), London School of Economics (Real Estate) and Oxford Said (Venture Capital). He is also a CFA, CMT, CAIA and CIIA charterholder.
Charles-Henry Monchau is CIO at Bank Syz (Switzerland) where he brings 25 years of international experience in multi-asset investing. Before joining, Charles-Henry held senior roles at FlowBank (CIO & CCO), Al Mal Capital (CIO), Deutsche Bank (Head of Asset Allocation EMEA), EFG Bank, Rothschild Bank AG in Zurich, Lombard Odier and BNP Paribas. Charles has an Executive MBA from Instituto di Empresa (Madrid & Shanghai), a MSc in Finance from HEC Geneva and graduated from MIT Sloan (Blockchain technologies), London School of Economics (Real Estate) and Oxford Said (Venture Capital). He is also a CFA, CMT, CAIA and CIIA charterholder.
Evenco International is gathering Switzerland’s most influential fund selectors for the Evenco International Fund Forum, Geneva, in collaboration with Bloomberg, where global asset managers and leading Fund Selectors will present their latest investment strategies, cutting edge solutions in ETFs, ESG investing, equity and fixed income.
We are delighted to welcome you to this exclusive conference at the Fairmont Grand Hotel to network with international fund managers, industry peers, to generate winning investment solutions. With in depth discussions, presentations and debates in store, our Geneva Fund Forum, will bring valuable insights for a productive morning.
Laurent Douillet is a senior equity strategist for Bloomberg Intelligence specializing in the European equity markets.
Based in Paris, Laurent has 27 years of experience in global equity markets. Prior to joining Bloomberg in May 2015, he worked as an equity analyst and portfolio manager covering the European technology and business services sectors at AllianceBernstein (1999-2009) and the global ex U.S technology sector at Lazard Asset Management (2010-2015). He was ranked in the Institutional Investor buy-side surveys of 2003 and 2005. Prior to his experience on the buy-side, Laurent worked as a telecom services and equipment analyst at Lehman Brothers from 1996 to 1998.
Laurent holds an M.B.A degree in accounting and finance from the Wharton School of the University of Pennsylvania.
Laurent Douillet is a senior equity strategist for Bloomberg Intelligence specializing in the European equity markets.
Based in Paris, Laurent has 27 years of experience in global equity markets. Prior to joining Bloomberg in May 2015, he worked as an equity analyst and portfolio manager covering the European technology and business services sectors at AllianceBernstein (1999-2009) and the global ex U.S technology sector at Lazard Asset Management (2010-2015). He was ranked in the Institutional Investor buy-side surveys of 2003 and 2005. Prior to his experience on the buy-side, Laurent worked as a telecom services and equipment analyst at Lehman Brothers from 1996 to 1998.
Laurent holds an M.B.A degree in accounting and finance from the Wharton School of the University of Pennsylvania.
Derek Queisser de Stockalper is the Founder of Queisser & Cie a private investment office aiming for purpose and attractive risk-adjusted returns in liquid, illiquid and digital asset classes. Prior to founding Queisser & Cie, Derek launched the Qanalytics, LLC impact investing think tank, co-founded Firmenich SA Corporate Strategy group in Geneva, and Merchant Bank J.Henry Schroder & Co Chemical and Pharma practices in London. Derek has used his entrepreneurial spirit, strategic vision, investment innovation, M&A and team building expertise to create substantial stakeholder value.
Derek Queisser de Stockalper is the Founder of Queisser & Cie a private investment office aiming for purpose and attractive risk-adjusted returns in liquid, illiquid and digital asset classes. Prior to founding Queisser & Cie, Derek launched the Qanalytics, LLC impact investing think tank, co-founded Firmenich SA Corporate Strategy group in Geneva, and Merchant Bank J.Henry Schroder & Co Chemical and Pharma practices in London. Derek has used his entrepreneurial spirit, strategic vision, investment innovation, M&A and team building expertise to create substantial stakeholder value.
Juan Carlos Lara is an accomplished Private Banker specializing in Small and Medium Enterprise (SME) sustainable development. He collaborates with entrepreneurs to align their company’s mission and vision with stakeholder expectations, driving optimal growth strategies while enhancing net worth.
His engagement spans designing impactful, sustainable strategies, incorporating ESG considerations, and assessing material ESG factors. Notably, he collaborated with the Swiss Government’s Corporate Responsibility Initiative, earning recognition as an anti-money laundering (AML) expert by GI-TOC.
As President of Universidad Iberoamericana in Switzerland, he was listed among the Top 100 People in Finance and created the Swiss Sustainability ESG-LAB Standard, solidifying his commitment to positive industry impact.
Juan Carlos Lara is an accomplished Private Banker specializing in Small and Medium Enterprise (SME) sustainable development. He collaborates with entrepreneurs to align their company’s mission and vision with stakeholder expectations, driving optimal growth strategies while enhancing net worth.
His engagement spans designing impactful, sustainable strategies, incorporating ESG considerations, and assessing material ESG factors. Notably, he collaborated with the Swiss Government’s Corporate Responsibility Initiative, earning recognition as an anti-money laundering (AML) expert by GI-TOC.
As President of Universidad Iberoamericana in Switzerland, he was listed among the Top 100 People in Finance and created the Swiss Sustainability ESG-LAB Standard, solidifying his commitment to positive industry impact.
Dominique Habegger began his career in 1996 joining Sustainable Asset Management (Robeco SAM) in Zurich while working on his Master’s degree in Finance at the University of St Gallen (HSG).
In 1998, Dominique joined Lombard Odier, to found the first team dedicated to sustainable finance. He initiated a pioneering ESG risk rating and integration methodology. The structural lack of ESG data, led Dominique Habegger to design in 2003 the first web based ESG database and rating platform which he implemented as part of the co-founding team of ASSET4. In 2008, Asset4 was sold to Thomson-Reuters/Refinitiv and Dominique joined the Ethos Foundation to develop its engagement pool.
At de Pury Pictet Turrettini since 2013, Dominique Habegger conceived the Buy & Care® investment strategy within dedicated sustainable Funds before broadening the strategy to the Firm’s main asset classes as its Chief Sustainability Officer.
Dominique Habegger began his career in 1996 joining Sustainable Asset Management (Robeco SAM) in Zurich while working on his Master’s degree in Finance at the University of St Gallen (HSG).
In 1998, Dominique joined Lombard Odier, to found the first team dedicated to sustainable finance. He initiated a pioneering ESG risk rating and integration methodology. The structural lack of ESG data, led Dominique Habegger to design in 2003 the first web based ESG database and rating platform which he implemented as part of the co-founding team of ASSET4. In 2008, Asset4 was sold to Thomson-Reuters/Refinitiv and Dominique joined the Ethos Foundation to develop its engagement pool.
At de Pury Pictet Turrettini since 2013, Dominique Habegger conceived the Buy & Care® investment strategy within dedicated sustainable Funds before broadening the strategy to the Firm’s main asset classes as its Chief Sustainability Officer.
Maila Schärer is Deputy Head of the Investment Advisory Team Geneva. She has over 17 years’ experience in portfolio management and advisory in Switzerland and Asia. She has developed the Responsible Investment product offering for Wegelin & Co prior to joining Julius Baer. Maila is a CAIA Chart holder; ESG CFA certified and has a B.A in Economics from the University of Zurich and a Master’s Degree in International Affair & Governance form the University of St. Gallen.
Maila Schärer is Deputy Head of the Investment Advisory Team Geneva. She has over 17 years’ experience in portfolio management and advisory in Switzerland and Asia. She has developed the Responsible Investment product offering for Wegelin & Co prior to joining Julius Baer. Maila is a CAIA Chart holder; ESG CFA certified and has a B.A in Economics from the University of Zurich and a Master’s Degree in International Affair & Governance form the University of St. Gallen.
After studying business in England and a Master’s degree in Finance in France, Mrs Cohen Solal was Fund Manager in Paris (France). In 2000, she moved to Geneva and joined a private bank. In 2006, she took over the fund selection team. She then joined a swiss Asset Manager to manage the French-speaking entity. She then became head of banking relations for Latin Switzerland by Zürcher Kantonalbank. Since 2019, she’s been consultant in sustainable finance, strategy and business development. She is Board Member, Chairperson, Business Angel, and has been appointed Expert for Innosuisse, the swiss innovation agency.
After studying business in England and a Master’s degree in Finance in France, Mrs Cohen Solal was Fund Manager in Paris (France). In 2000, she moved to Geneva and joined a private bank. In 2006, she took over the fund selection team. She then joined a swiss Asset Manager to manage the French-speaking entity. She then became head of banking relations for Latin Switzerland by Zürcher Kantonalbank. Since 2019, she’s been consultant in sustainable finance, strategy and business development. She is Board Member, Chairperson, Business Angel, and has been appointed Expert for Innosuisse, the swiss innovation agency.
Georgios is the regional Chief Investment Officer for EMEA for HSBC Global Private Banking and Wealth. He has a crucial role in developing the house view, asset allocation, thematic ideas and thought leadership pieces. He is in close contact with client facing teams as well as Private Banking and Wealth clients across the region to provide investment advice across all asset classes. Georgios has been with HSBC since 2007. Prior to his current role, he was heading the Fixed Income Advisory Team in Switzerland, and was responsible for the management of $1.5billion of tailored fixed income mandates. Georgios holds a Master’s of Science degree from the London School of Economics and Political Science (LSE) and is a CFA Charterholder.
Georgios is the regional Chief Investment Officer for EMEA for HSBC Global Private Banking and Wealth. He has a crucial role in developing the house view, asset allocation, thematic ideas and thought leadership pieces. He is in close contact with client facing teams as well as Private Banking and Wealth clients across the region to provide investment advice across all asset classes. Georgios has been with HSBC since 2007. Prior to his current role, he was heading the Fixed Income Advisory Team in Switzerland, and was responsible for the management of $1.5billion of tailored fixed income mandates. Georgios holds a Master’s of Science degree from the London School of Economics and Political Science (LSE) and is a CFA Charterholder.
Mikaël Safrana heads the Advisory Department at Banque Heritage, a family-owned private bank, overseeing buy-side equity, fund selection, investment proposals and related advisory activities. He is an active member of the investment committee and sits on the pension fund’s foundation council. Prior to that, Mikaël held several positions as an analyst, sales trader and relationship manager, having started his career at Lombard Odier Darier Hentsch with a focus on sustainable investments. Mikaël holds a B.Com from McGill University and is a CIIA charter holder.
Mikaël Safrana heads the Advisory Department at Banque Heritage, a family-owned private bank, overseeing buy-side equity, fund selection, investment proposals and related advisory activities. He is an active member of the investment committee and sits on the pension fund’s foundation council. Prior to that, Mikaël held several positions as an analyst, sales trader and relationship manager, having started his career at Lombard Odier Darier Hentsch with a focus on sustainable investments. Mikaël holds a B.Com from McGill University and is a CIIA charter holder.
Frédéric-Charles Bois joined Société Générale Private Banking as a Senior Portfolio Manager with an expertise on Asset Allocation and Hedge Funds / Alternative Investments. Before joining SGPB, Charles was in charge of Absolute Return mandates for French institutional clients at Credit Suisse Asset Management and Aberdeen Asset Management in Paris. He started his career as Hedge Fund analyst at Edmond de Rothschild Asset Management.
Charles holds a Master’s degree in Risk and Asset Management from EDHEC Business School.
Frédéric-Charles Bois joined Société Générale Private Banking as a Senior Portfolio Manager with an expertise on Asset Allocation and Hedge Funds / Alternative Investments. Before joining SGPB, Charles was in charge of Absolute Return mandates for French institutional clients at Credit Suisse Asset Management and Aberdeen Asset Management in Paris. He started his career as Hedge Fund analyst at Edmond de Rothschild Asset Management.
Charles holds a Master’s degree in Risk and Asset Management from EDHEC Business School.
Sébastien joined Pictet in 2012. Prior becoming Head of Fund and Manager Research in 2022, Sébastien was a Senior Fund Analyst covering global emerging and Asian managers. He spent four years in Singapore, focusing on Asian managers’ research and supported the launch of Pictet Wealth Management’s fund advisory unit in Asia. Sébastien started his career at JPMorgan Private Bank before working at Lloyds TSB Bank for seven years in its hedge fund and fixed-income department. He has a Master of Science in Financial Engineering from the University of Michigan and a Master’s degree in Management from HEC Lausanne. Sébastien is a Certified International Investment Analyst and Certified Financial Analyst in ESG Investing.
Sébastien joined Pictet in 2012. Prior becoming Head of Fund and Manager Research in 2022, Sébastien was a Senior Fund Analyst covering global emerging and Asian managers. He spent four years in Singapore, focusing on Asian managers’ research and supported the launch of Pictet Wealth Management’s fund advisory unit in Asia. Sébastien started his career at JPMorgan Private Bank before working at Lloyds TSB Bank for seven years in its hedge fund and fixed-income department. He has a Master of Science in Financial Engineering from the University of Michigan and a Master’s degree in Management from HEC Lausanne. Sébastien is a Certified International Investment Analyst and Certified Financial Analyst in ESG Investing.
Laurent Chevallier joined Edmond de Rothschild in April 2022 as Head of Dedicated solutions and Fund Research. He has 24 years’ experience in derivatives macro trading, fund selection and alternative management. Previously, he was manager of a volatility arbitrage (Trajectoire) absolute return fund in Geneva. He was also manager of a macro hedge fund he founded from 2011 to 2014, and then at LumX Asset Management, in charge of an alternative risk premium fund from 2015 to 2017. He was also investment director of hedge funds at Unigestion, an institutional manager also based in Geneva, from 2005 to 2008. He began his career in 1998 in New York as a trader in a futures market system, before taking charge of research at an alternative boutique. In 2001 he founded Quest Partners LLC, a systematic hedge fund (CTA). Mr Chevallier is a CFA charterholder and received his MBA in Finance from Thunderbird Business School.
Laurent Chevallier joined Edmond de Rothschild in April 2022 as Head of Dedicated solutions and Fund Research. He has 24 years’ experience in derivatives macro trading, fund selection and alternative management. Previously, he was manager of a volatility arbitrage (Trajectoire) absolute return fund in Geneva. He was also manager of a macro hedge fund he founded from 2011 to 2014, and then at LumX Asset Management, in charge of an alternative risk premium fund from 2015 to 2017. He was also investment director of hedge funds at Unigestion, an institutional manager also based in Geneva, from 2005 to 2008. He began his career in 1998 in New York as a trader in a futures market system, before taking charge of research at an alternative boutique. In 2001 he founded Quest Partners LLC, a systematic hedge fund (CTA). Mr Chevallier is a CFA charterholder and received his MBA in Finance from Thunderbird Business School.
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