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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 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? (Susanne Reinhold, Digital Assets Project Manager and Marco Borer, Head Operating Office F2B Digitalization) AI – threats in the FIM business and how to protect oneself (James Utting, Group Emerging Technology Chief Business Officer and Sam Chadwick, AI Acceleration Crew Product Lead Group Emerging Technology UBS) UBS Ultra Solutions Group - dedicated services from the world’s leading ultra bank (Christoph Kleiser and Oliver Herrmann, 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	06:30	Activity	For early birds: analyze your running style with Ruedi Frehner, Running Coach
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
Time	14:15	Activity	Forum opening and move to breakout sessions Mariana Gregori, Head FIM International
Time	14:30	Activity	Breakout session round 1 Global investment opportunities (Maximilian Kunkel, Chief Investment Officer - Global Family and Institutional Wealth) Structured products in the portfolio context (Yves In-Albon, Global Markets - Execution Sales) Investment banking capabilities for FIM clients (Luca Taiana, Senior Corporate Finance Advisor and Edouard de Montigny, Senior Specialist Corporate Finance)
Time	15:15	Activity	Coffee break
Time	15:30	Activity	Breakout session round 2 Global investment opportunities (Maximilian Kunkel, Chief Investment Officer - Global Family and Institutional Wealth) Structured products in the portfolio context (Yves In-Albon, Global Markets - Execution Sales) Investment banking capabilities for FIM clients (Luca Taiana, Senior Corporate Finance Advisor and Edouard de Montigny, Senior Specialist Corporate Finance)
Time	16:15	Activity	Coffee break
Time	16:30	Activity	Breakout session round 3 Global investment opportunities (Maximilian Kunkel, Chief Investment Officer - Global Family and Institutional Wealth) Structured products in the portfolio context (Yves In-Albon, Global Markets - Execution Sales) Investment banking capabilities for FIM clients (Luca Taiana, Senior Corporate Finance Advisor and Edouard de Montigny, Senior Specialist Corporate Finance)
Time	17:15	Activity	Free time
Time	18:30	Activity	Wine tasting
Time	19:30	Activity	Drinks and Dinner

Day 3 - Wednesday, 6 November

Time	Time	Activity	Activity
Time	07:00	Activity	Breakfast / Check-out at UBS Center Wolfsberg, Ermatingen
Time	09:00	Activity	Transfer to Zurich or airport