Asset & Wealth Mgmt Conference of PwC, Dragonfly Finance, and CFA Society

Together with CFA Society Austria, we had the privilege of co-shaping PwC Austria's outstanding Asset & Wealth Management Conference. The collaboration with PwC made for genuinely valuable co-creation: we brought together different fields of expertise, combined compelling perspectives and, thanks to a line-up of first-class speakers, created real value for everyone in the room. I hope that diversity of views gave all participants plenty of new impetus.

The programme covered a wide arc – from the significance of Luxembourg for the fund industry to hedge funds and credit investments, tokenized funds, AIFMD II, tax and regulatory developments, deals in asset management, and forward-looking market topics.

It was a pleasure for me to introduce Reto Ineichen, Co-Founder and Managing Director of Alpinum Investment Management AG, our cooperation partner. Alpinum is an independent, privately owned Swiss asset manager, founded in 2014 as a spin-off from a global wealth manager, specialising in alternative credit investments.

My particular thanks go to
➡️ our many guests for their strong interest,
➡️ the keynote speakers:
• Jean Graff (Ambassador of Luxembourg to Austria)
• Reto Ineichen (Alpinum Investment Management AG)
• Mag. Christian Koellich MBA MBA (PwC Risk & Regulation)
• Jozefina Buc & Madalina Corpodean (PwC FS Deals),
➡️ the panellists:
• Heinz Macher (Raiffeisen Kapitalanlage GmbH)
• Irene Beck (formerly Eckart) (PwC Legal)
• Jan Knesl (PwC Financial Services Tax),

And a special thank you to Johannes Edlbacher and Hannes Rasner of PwC Austria for the consistently professional organisation and the warm collaboration, to Simon Weiler of e-fundresearch.com AG for the excellent media coverage, and to CFA Society Austria – committed to promoting ethical standards, professional integrity and high-quality education in the financial industry – for the partnership.

A day full of industry updates, exchange and fresh ideas. I very much look forward to further joint initiatives.

Photos: e-fundresearch, Dragonfly Finance