Robo-Advice

2 March 2017, Widder Hotel, Zurich

This invitation-only seminar brings together senior executives from leading Swiss and Austrian financial services firms to discuss the potential and limitations of virtual advice in wealth management.


Agenda

16:00

Registration

16:30

Welcome address from Chairman: Roberto Nicastro, Chairman “Good Banks”, Italy, Former Group General Manager Unicredit

16:45

Presentation: Potential and limitations of virtual advice in wealth management: Teodoro D. Cocca, Professor of Asset Management, Johannes Kepler Universität in Linz

17:15

Panel discussion, members include:

  • Oliver T. Bussmann, Founder & CEO, Bussman Advisory, former Group CIO, UBS
  • Alexandre Gaillard, CEO & Founder, InvestGlass
  • David McGee, CEO-Europe, Forward Lane
  • Rolf H. Weber, Professor of Law, University of Zurich

17:45

Q&A session

18:15 – 19:00

Cocktail reception