Speakers

Dr. iur. Anna-Naomi Bandi-Lang serves as an Executive Director in the Global Securities Trading team at UBS Investment bank. With over a decade within the financial industry she initially contributed six years to different Legal departments setting the stage for her transition to Global Securities Trading at UBS Investment Bank. In this role, Anna-Naomi has expanded her expertise to cover pivotal areas like Digital Assets, Tokenization, digital and traditional Capital Markets. 

As a capital markets lawyer and structurer, she has actively integrated blockchain setups in capital market solutions. Her vast experience with digital assets such as the tokenization of Structured Products or Bonds underscores her proficiency in the sector. Her knowledge in legal and regulatory matters coupled with deep insights into capital markets, supports UBS's strides in the digital finance arena.

Fatmire Bekiri is responsible for the Tokenization Department at Sygnum Bank, the world’s first digital asset bank, focusing on bringing assets onto public blockchains using Sygnum’s proprietary issuance platform. 

She holds a Master’s degree in Banking and Finance from the University of Zurich.

Marco is leading Digital Assets in UBS’ Global Wealth Management franchise. He collaborates with all GWM regions and key functions to define the priorities  to deliver the DA group strategy for Global Wealth Management.

He has been in the financial industry more than 25 years, whereof half in tech and half in Wealth Management. He has held various roles from leading large teams to global program management to building up innovation for GWM. 

Marco holds a Master’s Degree in Economics and Computer Science of the University of Zurich and a Master of Advanced Studies in Finance, Wealth Management from the University of Rochester NY and University of Bern.

Sam works in Group Emerging Technology where he leads the evolution of a suite of products used by UBS employees involved in Artificial Intelligence activities. He joined UBS in February 2019 as the Head of the Distributed Ledger Technology Center of Excellence, before which he led the blockchain strategy for Refinitiv. Sam has a background in product strategy and product management having worked in New York, Hong Kong and Switzerland.  Sam has a Masters in Financial Strategy from the University of Oxford and currently lives in Zug, Switzerland.  Sam was a founding board member of the Crypto Valley Association and sits on the Advisory Council of the Exponential Science Foundation. Outside work, Sam represents Switzerland in the national Senior Touch Rugby team.

Edouard brings 13 years of Corporate Finance experience and is responsible for the coverage of important business owners in the context of their corporate finance needs in EMEA. He is experienced in working with entrepreneurs on a wide range of products, including M&A, Equity Capital Markets, Debt Capital Markets and Corporate Financings.

Edouard started his Corporate Finance career at the UBS Corporate Advisory Group in 2010 where he advised a variety of entrepreneurs and business owners, across CEE and various industries on mid-market M&A transactions. Additionally, Edouard was seconded to the UBS Real Estate Investment Banking industry team and the UBS Financing & Risk Solutions teams in London in 2012 and 2015, respectively.

Edouard holds an Honours Bachelor of Commerce & Finance from the University of Toronto, Rotman School of Management (Canada).

Roger Fisk is a global communications and marketing strategist who played a key behind-the-scenes role in the back-to-back electoral victories of President Barack Obama in 2008 and 2012. Since 2012, Fisk has been applying those tools and lessons to private sector clients all over the world, from insurance companies in Asia, to European cities bidding to host global sporting events, and Fortune 100 companies looking to rejuvenate their messaging culture.

Fisk has a deep understanding of 21st century presidential politics, political campaigning and the unprecedented power of information, relationships and marketing. He helps clients engage millions of people in sustained marketing and promotional strategies, using the internet and social media networks to great effect along with older tools like radio, TV and newspapers.

During Obama’s campaigns, Roger Fisk initially served as Director of Special Events, where he was directly responsible for coordinating and managing the media’s coverage of over 150 events across the country. Following President Obama’s first campaign he served as Cabinet Liaison for the 2009 inauguration then became a political appointee in the Obama Administration where he helped lead trade and Diplomatic missions all over the world. In 2012 Fisk joined President Obama's re-election team, leading teams as a White House Lead Advance in critical states like Virginia, Iowa and Ohio, all of which the President won. Prior to working on the Obama campaigns, Roger Fisk was Senior Aide to Senator John Kerry.

With clients ranging from MIT to Ernst and Young and Microsoft, Fisk shares a surgical set of tools that help brands get the right message to the right customer at the right time so they get the right result.

He provides global analysis to SKY TV, FOX NEWS, BBC, Israel's i24 and Dubai’s Gulf News and more. In addition, his articles on FOXNEWS.COM and other outlets generated more than a million impressions in 2019. Combined, these experiences give Roger a 360 degree view of how to engage millions of people, and he can share those insights with you and all of your public facing teams.

Oliver Herrmann is a Senior Family Advisor in UBS’s Family Advisory, Art and Collecting team at UBS based in Zurich Switzerland.

Oliver focuses extensively on topics such as the development of bespoke family governance frameworks, the set-up and review of single and virtual Family Offices, plus also the development of tailored educational programs for the members of individual families.

Oliver joined UBS in 2001. He previously held positions in Human Resources, Communications, Branding, Product Marketing, Strategic Marketing, working in Zurich, London, New York, and Hong Kong. Oliver is a trained banker and studied business in Germany, the United Kingdom, and South Korea, and holds a degree in Business Administration from University of Applied Sciences in Nuertingen, Germany. He has also lived in Tokyo, Japan where he studied Japanese language and business culture. Oliver also holds a FFI Certificate in Family Business and Wealth Advising from the Family Firm Institute, Boston, Massachusetts. He is also co-author of the Family Strategy Compass and Family Office Compass publications.

Malte is Digital Assets Products Lead for UBS’ Asset Management franchise.

In this role he helps to navigate the business in close collaborations with internal tech teams to build cutting edge and innovative investment solutions leveraging Distributed Ledger Technology.

Before taking on this role, for the last 15 years, Malte has held various senior client facing and product roles in the institutional segment for UBS Asset Management as well as tier 1 global banks and asset managers.

Malte holds a Master’s Degree in Business and Finance from the University of Applied Sciences Northwestern Switzerland and INSEEC Business School, Paris as well as an Digital Transformation and Business degree from IMD Lausanne.

Yves is an experienced sales, capital markets, derivatives and investment management professional with 17-year background in international financial markets and banking industry (buy and sell side sales). He is a specialist for structured products and derivative solutions (including OTC) linked to fixed income (rates, credit and inflation), equities, commodities for financial intermediaries (FIM, EAM) and UHNWI type clientele with international coverage.

Yves joined UBS in January 2018 after working at different global investment banks in Zürich, London and Paris as a derivative specialist covering the Swiss market. During his time at UBS, Yves has led the structured product and derivatives solution sales for Global Financial Intermediaries (GFIM) business unit within UBS wealth management covering an international client base (Switzerland, Europe, Middle East, Asia).

Yves focused his studies on business administration, finance and fintech. In 2011 he earned his master’s degree (MSc) in Finance & Investments from Bayes Business School in London (formerly known as Cass Business School). Prior to that he studied Business Administration at University of Zürich where he graduated with a Bachelors degree (BoA). Additionally he earned an executive certificate in Fintech from Saïd Business School in Oxford.

Iqbal Khan became Co-President Global Wealth Management in July 2024 and will assume as of 1 September 2024 the additional role of President UBS Asia Pacific. Previously, he was President Global Wealth Management from 2022 to June 2024 and was President UBS Europe, Middle East and Africa from 2021 to 2023. From 2019 until September 2022, he was Co-President Global Wealth Management. Mr. Khan joined Ernst & Young in 2001, holding numerous leadership positions and becoming a very young executive and a partner of the firm’s Swiss arm; when leaving Ernst & Young, he was lead auditor of UBS. In 2013, he moved to Credit Suisse, holding senior leadership positions as CFO Private Banking & Wealth Management and later CEO International Wealth Management.

Christoph is co-heading the UHNW Solutions Group (USG), a global team of highly specialized professionals serving clients at the top end of the private wealth pyramid. USG offers bespoke investment and family solutions, tailored advice, specialist expertise as well as relevant insights and client connectivity. Addressing clients’ complex needs, the unit seamlessly complements UBS’ institutional capabilities.  

Christoph is currently based in Zurich, Switzerland. He started his career with UBS more than 15 year ago. He has spent more than 10 years within the UHNW/GFO franchise in various functions, in his latest role he served as the Chief of Staff to the Global Family Office unit.

Christoph holds an MBA from the University of Mannheim.

Nicole Krieger is a Senior Cross Asset Strategist within the CIO Global Asset Allocation team. She develops tailored investment solutions and specializes in strategic asset allocation (SAA) construction for Ultra High Net Worth clients and Family Offices. Together with the traditional SAAs, a range of allocation concepts tailored to specific client needs form the backbone of UBS Global Wealth Management's long term investment offering.

Prior to joining UBS in 2015, Nicole was part of the Investment Strategy and Research team at Credit Suisse.

Nicole has also held roles at Strategic Value Partners, a distressed debt hedge fund, based in Connecticut and  Perella Weinberg Partners in M&A advisory in New York before moving to Zürich in 2011.

Nicole received Bachelor's and Master's degrees from New York University in Economics, an MBA from

London Business School and is a CFA charter holder.

Maximilian is Chief Investment Officer - Global Family and Institutional Wealth within UBS Global Wealth Management. In this capacity, he is responsible for bringing together market and investment insights to optimize impact for family office and Ultra High Net Worth clients globally. He is also regional Chief Investment Officer for Germany. Maximilian is a Managing Director and joined UBS as a graduate in 2006.

Maximilian holds a Master's of Science in Management with distinction from the London School of Economics, a CEMS Master in International Management (London School of Economics and ESADE), and a first class honours Bachelor of Science in Business Management from King's College London.

Lidia has extensive experience in the intersection of traditional finance with new technologies. Since establishing the digital asset business studio vision& in 2017, she accompanied several digital asset and tokenization projects. Previously, she was the managing partner of a consulting boutique for quantitative finance and has worked for J.P. Morgan and Swiss Re in Zurich, London and Hong Kong. 

Lidia graduated from the University of St. Gallen with a PhD in asset management. Although loving to tackle the challenges of the financial world, Lidia's actual happy place are technologies - during coding she regularly loses track of time.

Kasper is a distinguished expert in the realm of digital assets and tokenization, currently serving as the Head of Tokenization and Digital Asset Infrastructure at Crypto Finance, a subsidiary of Deutsche Borse Group, headquartered in Zurich. Under his leadership, Crypto Finance’ infrastructure continues to be the trusted choice of banks for safeguarding digital assets valued in the billions.

Prior to assuming his role at Crypto Finance, Kasper held a prominent position at UBS, where he led the institution's foray into the digital asset landscape. Recognized as a pioneer in the field, Kasper played a pivotal role in pioneering UBS's tokenization initiatives. Notably, he was instrumental in the successful launch of various early stage products, including tokenized structured financial instruments and precious metals. 

His visionary leadership and strategic insights have positioned him as a trusted authority in the financial services industry, sought after for his expertise in navigating the complexities of digital assets and driving innovation through tokenization.

Andreas has been serving as the GFIM Head since September 2023. In his current position he is responsible for the global FIM franchise, with a particular focus on the integration and development of the international business booked in Switzerland and abroad.

He began his journey with Credit Suisse back in July 2006 and having worked in the EAM business ever since, has gained extensive knowledge and experience in this field. Prior to his current role, he was the Head of the Global EAM Business Unit and a member of the GWM Management Committee of Credit Suisse. In that capacity Andreas not only led the global CS EAM franchise, but also oversaw the division's PLF business in Luxembourg and Ireland. Before the scope of his mandate was extended, Andreas successfully managed the CS EAM franchise in Europe and managed the area’s PLF business as well as the IWM Europe Singapore Team for European UHNWIs. Between 2014 and 2017, as part of his remit as the Head of EAM UK, Andreas  played a vital role in the development of the EAM UK franchise and was instrumental in shaping its platform and defining its comprehensive multinational value proposition. Andreas is based in Zurich and holds a Master’s degree in Business Administration from the University of Zurich.

Dario Orteca is a Director within the Financial Services Strategy & Transformation practice at PwC Switzerland. Over the past decade, Dario has worked on large-scale business and regulatory transformations and led several strategic projects within the banking sector.

In 2018, he additionally began engaging with clients in the crypto and digital asset sector and supported building the digital asset and blockchain service offering within the Advisory Consulting practice at PwC Switzerland, which he co-leads. He has helped clients to establish digital asset business models, provided support throughout the regulatory process, and supported them navigate through risk and compliance matters specific to digital assets.

He also shares his experience and expertise as speaker and through publishing thought leadership on digital asset and tokenization.

Prior to PwC, he held multiple roles at a bank specializing in unsecured lending. There, he led projects aimed at advancing the bank’s digital transformation roadmap and supported the bank through its IPO journey.

Chris was appointed as Co-Head Group Emerging Technology in October 2023 and joined GOTO in 2024.

Chris has been at UBS since 2010, in a number of client-facing digitalization and execution roles. In addition, he has led the IB’s Strategic Development Lab and has held the role of Chair for UBS Digital Ventures. Before his time at UBS, he had worked for Barclays Corporate & Investment Bank as we all Commerzbank AG.

He holds a MSc Computational Finance from Carnegie Mellon University and has a PhD in Particle Physics from Bristol University / CERN.

Chris is based in London.

Andreas Rathgeb holds a dual mandate as the Chief of Staff and Integration Lead in Global FIM.

As the Chief of Staff, Andreas is responsible for the organizational management, operational oversight, and implementation of the business strategy in Global FIM. In this role, he oversees several central and support functions such as Business and Performance Management, Marketing, Pricing and Technology.

As the GFIM Integration Lead, he focuses on the definition and implementation of the target operating model and on ensuring a seamless migration of the CS Global EAM business into UBS Global FIM.

Prior to his current role, Andreas successfully led the Chief of Staff function, initially managing the European EAM franchise and then extending his remit in 2022 to cover the Global EAM business. Throughout over 10 years with the bank, Andreas has held multiple leadership roles in COO and front functions. He has been responsible for a number of strategic projects in various client segments.

Susanne Reinhold works in the Digital Assets team at UBS Global Wealth Management. Her focus is on tokenization and the exploration of new products and business models involving digital assets. 

After six years in the UBS Global Equity Derivatives division, she moved into the Blockchain and Digital Asset sector, where she served in various capacities at a Digital Asset custodian based in Berlin and a Crypto Asset Manager in Frankfurt. Among others she developed business strategies and growth plans and lead the portfolio management team for crypto investment products.

Susanne has a deep interest in blockchain technology and the novel opportunities it presents in the financial sector. She actively shares her passion, expertise, and experiences as a mentor in the DLT-Talent program. 

She holds a Master’s degree in finance and is a certified Blockchains and DLT Manager.

Stefan Reinmann is responsible for API Banking & Client Reporting at UBS. He has spent the first years of his career at a large consulting firm, where he worked on technology projects for clients in various industries. Stefan joined UBS in 2012 and has since been working in project and product related roles, including the introduction of UBS’s first partnerships based on Open Banking. Stefan is a member of multiple Open Finance working groups in Switzerland and represents UBS in the senior board for the SIX bLink API platform.

Stefan has an MSc in Applied Mathematics from EPFL (the Swiss Federal Institute of Technology in Lausanne) and an MBA from the University of Cambridge.

John Savercool serves as Managing Director and Head of Governmental Affairs US. This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level. He manages a staff of eight in Washington in support of this mission.

John is a veteran of Washington of 41 years. He began his career with U.S. Congressman Mike Oxley of Ohio, the former chairman of the House Financial Services Committee. John then embarked on a 17-year career with Texas Senator Phil Gramm, the former chairman of the Senate Banking Committee. John also served as chief of staff for Texas Senator Kay Bailey Hutchison in 1993. In his long Senate career, John focused on a broad range of legislative and policy issues.

John left the Senate in 1999 for a career in the private sector. He was tapped to be the vice president for federal affairs for the American Insurance Association (AIA) in 1999 and served in that capacity until 2003. While at the AIA, John spearheaded the insurance industry’s efforts in passing the Terrorism Risk Insurance Act of 2002. He also led the industry’s efforts to open new markets for U.S. property and casualty insurance products abroad, specifically in China and India.

In 2003, he was selected by UBS to become the firm’s first full-time, senior lobbyist to direct the firm’s advocacy activities in Washington. John’s lobbying targets to date have included all major banking and securities issues, regulatory reform in financial services and tax legislation, among others. John also directs the firm’s political action committee and manages the firm’s political relationships in Washington.

John was born in Endicott, New York and is a graduate of Frostburg State University (Maryland). He has spent most of his life in the Washington, D.C. suburbs where he currently lives with his wife Mary K. John and Mary K. have two grown daughters and a grown son.

Luca covers Corporate Finance within UBS Global Wealth Management. Providing strategic advice for entrepreneurs, supporting the growth of companies through execution and delivery of corporate finance solutions across Europe, the Middle East and Latin America.

An extensive technical background has been driving his 24-year banking career through the development of innovative banking and corporate finance solutions. Board member of an Impact Investing private equity fund, active ESG analyst and continues to lecture at the University of Zürich.

Executive Director member of the Swiss Better Gold Association and the International Securities Services Association.

EMBA, MAS, MSc, WM Advisor, IBM STS.
Italian, English, German and French.

James has been operating as the Chief Business Officer for Group Emerging Technology since October 2023, formally moving to GOTO in 2024. James has been at UBS since 2007, in a number of operational and business management roles. James spent the first 17 years of his career in the Investment Bank, notably setting up the Investment Bank AI Centre of Expertise and operating as the Regional COO for the EMEA Equities business. He holds a BSc Information Management with Business Studies from Loughborough University Department of Information Science. James is based in London. 

Nicola Winter is a pioneer with an extraordinary career: she was a fighter pilot in the German Armed Forces for over a decade, was one of only three women in the air force to pilot the Eurofighter, trained young pilots herself in the USA for several years and most recently held the rank of Major. She is a helicopter pilot and, as a space engineer at the German Aerospace Centre (DLR e.V.), is responsible for launching satellites into space.

Aviation, space and adventure are Nicola's passion - and have been since early childhood: in 2004, Nicola Winter (*1985) joined the German Air Force, thus realising her childhood dream. She became the Bundeswehr's second ever female fighter pilot, flew the Tornado and was a flight instructor in the USA. At the same time, she studied aerospace engineering via distance learning. In 2015, she retrained for the Eurofighter, making her one of only three women in the German Air Force authorised to fly this fighter aircraft. Before retiring from the Bundeswehr in 2018, she held the rank of Major and was stationed at the Tactical Air Force Wing 31 "Boelcke" at Nörvenich Air Base. She then worked for a well-known, large management consultancy for a year and volunteered as a paramedic for the Bavarian Red Cross before moving to DLR as an aerospace engineer and working on her doctorate in the field of micro-launchers.

In 2017, Nicola Winter and Insa Thiele-Eich won the selection process for the "Die Astronautin" initiative against 400 competitors. The project aims to take a German woman into space for the first time and prepares the participants for a ten-day stay on the ISS, which unfortunately did not materialise due to a lack of funding. However, she is still pursuing her childhood dream of flying into space and is taking part in ESA's astronaut selection process. "I want to do pioneering work," says Nicola Winter, "the goal could also be the moon or Mars." She has been a reserve member of the new class of ESA astronauts since November 2022.

Over the course of her career, Nicola Winter has received numerous honours. In 2013, for example, she was honoured as the best flight instructor of the year at Sheppard Air Force Base in Texas. In 2017, she was named "Forward Thinker of the Year" by the Boston Consulting Group and Wirtschaftswoche magazine. She convinced the jury because she "overcomes technical, physical and social boundaries".

Alisa Amarosa Wood (New York) joined KKR in 2003 and is a Partner in the firm’s Private Equity business. Since 2022, she assumed leadership roles of KKR’s two private equity vehicles customized for eligible individuals serving as Co-Chief Executive Officer of KKR Private Equity Conglomerate LLC and as a member of the investment committee for the KKR Private Markets Equity Fund.

Previously, she was the Global Head of the Private Markets and Real Assets Strategies Group and looked after key product areas including private equity, infrastructure, energy real assets, impact, growth equity, and customized products. She sits on a number of the firm's management and leadership committees, including the Risk & Operating Committee, New Business Investment Committee, Democratized Private Equity Investment Committee, ESG Committee and Geopolitical Governance Committee.

Over her two decades at KKR, she has been actively involved in the firm's global capital formation and business development efforts, including the creation of new strategies, new products and strategic initiatives across the KKR platform. She also previously sat on the firm's Global Inclusion and Diversity Advisory Committee. Prior to joining KKR, Ms. Wood was with Deutsche Bank's private equity group. She holds a B.A. from Columbia College and an M.B.A from Columbia Graduate School of Business.

Ms. Wood is currently Vice Chair of the Columbia College Board of Visitors, Vice Chair of the Convent of the Sacred Heart Board of Trustees and Vice Chair of the Board of Trustees of the Public Theater. She also sits on the Columbia Business School Private Equity Board and the Private Equity Women’s Investor Network Board. She was awarded the John Jay prize by Columbia University in 2019 and was named by the Wall Street Journal as one of the "Women to Watch" in 2020 and by Private Equity International as one of the “Women of Influence in Private Equity” in 2022.