A changing world.
The private-wealth forum. On 25 January 75 geladene met guests from completely Germany in the hotel La mansion in star mountain 13 experts, in order to discuss over current topics approximately around employers and investment. Ein Day full of inspiration and orientation.
"Our entire commitment has always been based on the network idea", explains publisher Moritz Eckes, "it was only logical to create a forum where entrepreneurs and asset owners can intensively exchange ideas with proven experts".
The Hotel La Villa in Starnberg near Munich provided the perfect location for this. "Wonderful ambience with a view of the lake, perfect organisation, first-class cuisine, great service", was the conclusion of the participants.
In terms of content, the Forum was guided by the chemist Louis Pasteur: "Changes only benefit those who are prepared for them".
Martin Weis, technology consultant and partner at Ernst & Young, explained how artificial intelligence will revolutionize the economy. And how entrepreneurs benefit from it. Christian Hirmer and André Müller Carioba, LIDE, discussed with Moritz Eckes the opportunities and risks of a commitment in Brazil under the new President Bolsonaro.
Asset owners got in Vorträgen and discussions answers to the most important current question - how geht Kapitalanlage in times of zero interest rates and recession risk?
Since the first and most important task is to find the right banker or asset manager, Alexander Etterer, Rödl & Partner, took the guests behind the scenes of a beauty contest.
Heiko Schupp, Columbia Threadneedle, presented the alternative investment infrastructure. Federico Cané, Pictet, explained why some hedge funds deliver returns and others not. Detlef Mackewicz and Florian Dillinger, Matador, explained how private equity works. And Maria Andersson, Managing Director of N4 Beteiligungsgesellschaft, explained why private equity should have a firm place in the portfolio of a family office.
The situation on the capital markets was discussed by editor-in-chief Klaus Meitinger with investment professionals. Robert Greil, Chief Strategist beim Bankhaus Merck Finck, and Achim Siller, Head of Portfoliomanagement bei Pictet, analyzed die Aktienmärkte and named their favorites. Your advice - "stay calm, the recession stays out, equities are cheap" - has already paid off today. This is because prices are now ten to 20 percent higher than at the end of January.
Klaus Trescher, Kriton, and Thomas Beyerle, Catella outlined the prospects for the real estate market. Your conclusion: Lassen Do not get nervous, there is no bubble. Außerdem the two answered the Gretchenfrage: Wie would they invest today 25 million euro in real estates?
"In the respective rounds of questions and at the joint dinner, the guests then had ample opportunity to clarify detailed questions," concludes Eckes, "they were certainly excellently prepared for the year 2019 afterwards. ®