International Example 5 

Investments–Heading Towards New Frontiers

 
Building a Real Estate Portfolio
•    Real estate as an investment class
•    Building a real estate portfolio
•    How to structure a real estate portfolio
       -     possible vehicle structures
       -     risk and legal considerations
•    a look at the latest developments
 
Lecturer:
Dominic von Felten, lic.iur./MBA, CFP; Director UBS Global Asset Management Real Estate Europe, Product Development & Management, Zurich
 
Socially Responsible Investments (SRI): Sustainability in Asset Management
•    What are SRI?
•    How to invest sustainably?
•    Sustainability analysis
•    Implementation within a portfolio
•    Risks
•    Trends and perspectives
•    Practical example
 
Lecturer:
Erol Bilecen, Head Corporate Communication, Sustainable Investments, Vescore Ltd., St. Gallen (a company of the Raiffeisen bank group)
 
Hedge Funds
•    What is a hedge fund?
•    Types of hedge funds
•    Strengths and weaknesses of hedge funds
•    Selection of hedge funds: criteria, process, results
•    The hedge fund industry today
 
Lecturer:
Prof. Thomas Fischer , lic. oec., lic. iur., lecturer at the University of Applied Sciences of Northwestern Switzerland; partner at aicons alternative investment consultants, Zurich.
 
Private Equity Investments
•    What is private equity (PE)?
•    How does PE work?
•    How to invest in PE?
•    How do PE mutual funds work?
•    Client suitability of PE funds
•    Risk and rewards of PE investments
 
Lecturer:
Franz Odermatt, Swiss-certified Expert in Finance and Investment, lic.phil I, Partner Odermatt Wealth Management and Crossbow Partners, Baar
 
Duration: Each lecture 90 minutes.
These units can be performed only in Switzerland due to the larger number of lecturers.