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Credit Suisse Asset Management

Quarterly Virtual Conference

Join us at our upcoming live conference on April 5, 2022, from 14:00-15:45 CET, where we will give a general investment outlook across regions and asset classes, before we turn to the manifold opportunities in real estate.

All aspects of investing are being profoundly affected by current events, from inflation and central bank action to geopolitical upheaval. It is a situation that challenges even seasoned observers and yet, looking ahead and imagining the world that might emerge has become more important than ever. In our outlook, we will offer our clear-eyed and rational assessment.

This will be followed by an in-depth look at real estate, an asset class that will be of particular interest over the coming years. On one hand, it tends to do well in the kind of high-inflation environment we are rapidly entering. On the other hand, real estate exhibits a high sensitivity to interest-rate changes and prices could drop in the event of a substantial rate hike.

At the same time, longer-term trends are significantly changing the landscape. The pandemic has, for example, recalibrated global supply chains. And with the growing awareness of climate change and the increasing urgency to curb CO2 emissions, the real estate sector is in the middle of a hard pivot towards environmentally and socially responsible ways of building and doing business.

Overall, the response to these disparate trends and factors must be to take a closer look at the asset class, as various segments will behave differently. At the conference, this is exactly what we will do, from providing an outlook, to going on a deep dive into sustainability, and engaging in a lively panel discussion. We look forward to your participation.

Information

Date:
Tuesday, April 5,  2022

Time:
14:00-15:45 CET

Registration:
Click here to register

Program April 5, 2022

14:00 CET Welcome
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management
14:05 CET Asset Management outlook and investment strategy
Alexandre Bouchardy, Head of Investment Strategy CH & EMEA, Head of Fixed Income ad-interim, Credit Suisse Asset Management
14:20 CET Key note "Global real estate market outlook"
Olafur Margeirsson, Head of Global Real Estate Research, Credit Suisse Asset Management
14:35 CET Enhancing performance with direct real estate investments
Carolina Bocchini, Co-Head of Business Development Global Real Estate, Credit Suisse Asset Management
14:50 CET Benefits of a multi-manager approach to global real estate investing
Oliver Smith, Senior Client Portfolio Manager, Credit Suisse Asset Management
15:05 CET Key note – "ESG and real estate"
Ulrich Braun, Head of Business Development Global Real Estate, Credit Suisse Asset Management
15:20 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
15:45 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 Bouchardy is Head of Investment Strategy Switzerland & EMEA and Head of Fixed Income ad-interim.

Speakers

Olafur Margeirsson

Olafur Margeirsson is the Head of Global Real Estate Research at Credit Suisse Asset Management since 2021.

He started his career in banking in Iceland at the Research Department of Kaupthing Bank prior to the Great Financial Crisis. Having finished his PhD in 2014, Olafur joined Zurich Insurance in 2015 where his responsibilities included the formulation of the global real estate house view. He furthermore served as an Alternate Member on the Supervisory Board of the Central Bank of Iceland between 2017 and 2021 and sat on the INREV Research Committee between 2018 and 2020.

Carolina Bocchini

Carolina Bocchini is co-Head of Business Development for Global Real Estate within Global Asset Management with over 20 years of experience in the financial industry across Investment Banking, Private Banking and Asset Management.

Carolina Bocchini joined the Global Real Estate team on October 2017 as Business Development Head for the Real Estate International team. Prior to that, Carolina Bocchini was part of the Solution Specialists team within International Wealth Management – Latin America from 2010 until October 2017, focusing on Family Offices and UHNWI. Before she joined Credit Suisse, Carolina Bocchini worked for over six years for JPMorgan's Latin American M&A team, both in New York and Buenos Aires. 

Oliver Smith

Oliver Smith is Real Estate Product Specialist at Credit Suisse Asset Management.

Oliver Smith joined Credit Suisse in 2018 and worked on real estate product developments for Credit Suisse Asset Management. He has 16 years of professional experience including time with Macquarie and Brookfield in Sidney.

Ulrich Braun

Ulrich Braun is Head of Business Development for Global Real Estate within Global Asset Management. Ulrich Braun has been responsible for real estate strategy and the sale of real estate products in Global Real Estate at Credit Suisse Asset Management since mid-2006. 

After studying economics and political science at the University of Zurich, Ulrich Braun joined Credit Suisse in 1998 and developed the real estate analysis sector in economic research. In this function, he has written numerous studies on Swiss and international real estate markets and advised internal and external real estate market players.

Questions & contact

Please contact GG Asset Management Marketing 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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