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Credit Suisse Asset Management

Quarterly Virtual Conference

Kick off the new investment year by joining our upcoming live conference on January 11, 2022, from 14:00-16:00 CET. We will present our investment outlook and its implication for asset allocation. The event will also focus on thematic equities, with the keynote showing the opportunities inherent in such an approach, and follow-up speakers talking about concrete solutions. As always, we will strive to keep the event concise and practical, with concrete implications for your investment strategy for 2022.

January is a traditional time to look ahead, in investing as elsewhere. Today, many interlocking factors are influencing markets. It has therefore become more important than ever to occasionally take a deep breath and concentrate on the issues that matter. Our outlook examines these issues and translates them into actual dos and don'ts for the new investment year.

Then we will present one particular approach that can be a guidepost in complex markets – thematic equity investing. Basing investment decisions on a theme identified as having great potential is a way of creating clarity and focus. Next to a general illumination of the advantages of thematic investing, we will also use two concrete examples to show how this works in the real world: The Environmental Impact theme, which seeks to participate in and drive the changes necessary to maintain a livable planet; and the Security theme, which takes advantage of the growing need for safety in both the cyber and physical spaces.

A final address on cyber security and a panel discussion will bring the event to a close. We look forward to your participation.

Information

Date:
Tuesday, January 11, 2022

Time:
14:00-16:00 CET

Registration:
Link

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Program

14:00 CET Login
14:15 CET Welcome
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management
14:20 CET Asset Management outlook & investment strategy
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management
14:35 CET Introduction «Thematic Equities»
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management
14:40 CET Key note «Thematic Equities»
Angus Muirhead, Head of Equities, Credit Suisse Asset Management
14:55 CET Focus «Environmental Impact»
Pascal Mercier, Senior Product Specialist, Credit Suisse Asset Management
15:10 CET Focus «Security»
Pascal Mercier, Senior Product Specialist, Credit Suisse Asset Management
15:25 CET Final key note – «Cyber Security»
Jason Mallinder, Group Chief Information Security Officer, Credit Suisse
15:40 CET Panel discussion incl. Q&A
Moderator: Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management
all speakers
16:00 CET Closing
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management

Host

Alexandre Bouchardy

Alexandre Bouchardy, has over 20 years of professional and executive experience in the areas of investment and portfolio management. Alexandre is Head of Investment Strategy Switzerland & EMEA and Head of Fixed Income ad-interim.

Speakers

Angus Muirhead

Angus Muirhead has over 24 years of professional investment experience in equities, mostly on the buy-side and in publicly listed securities, but he also has some sell-side and private markets experience.

Angus was appointed Head of Equities at Credit Suisse Asset Management on September 1, 2021. He remains Head of Thematic Equities and lead portfolio manager for the Credit Suisse Robotics strategy. 

Pascal Mercier

Pascal Mercier has more than 12 years of professional experience in the areas of portfolio management and financial analysis in hedge funds and global equity markets.

Pascal was appointed Senior Product Specialist at Credit Suisse Asset Management in June 2018. He joined Credit Suisse Asset Management in Zurich in 2018 to focus on thematic equity investments.

Jason Mallinder

Jason Mallinder

Jason Mallinder is responsible for Information Security including Cyber Security and is the Group Chief Information Security Officer (CISO) at Credit Suisse, based in London.

Jason joined Credit Suisse First Boston in March 1998 and has held a number of roles in the technology and operational risk areas during his time at the bank. He joined the bank from Aon Risk Services, where he was an Account Executive in the Commercial division. Prior to that, he worked at Royal Sun Alliance for two years as an underwriter.

Questions & contact

Please contact GG Asset Management Communication for further information.

Credit Suisse Asset Management (Switzerland) Ltd.
Credit Suisse Asset Management (Switzerland) Ltd. belongs to the Asset Management business area of Credit Suisse Group (referred to as "Credit Suisse"). Credit Suisse Asset Management is part of Credit Suisse's International Wealth Management division and manages assets worth over CHF 440 billion worldwide (as at December 31, 2020). Based on the stability and the range of opportunities offered by Credit Suisse's global market presence, the Asset Management area of Credit Suisse offers active and passive solutions for traditional and alternative investments as well as proven product expertise in Switzerland, EMEA, APAC, and America. The individuals mentioned above only conduct regulated activities in the jurisdiction(s) where they are properly licensed, where relevant.”

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