We are pleased to invite you to an exclusive networking evening which will focus on the current macro-economic landscape and trends in private markets, exploring opportunities for private clients and portfolio construction. The evening will feature a keynote presentation and panel discussion, followed by a relaxed Apéro riche, providing an opportunity for professionals in private equity, wealth management, and corporate finance to connect and exchange insights.

Agenda

• 17:30 Registration & Welcome

• 18:00 Keynote presentation

  How private clients can leverage private markets to enhance portfolio efficiency and capture opportunities in today’s market. It highlighted the increasingly posi-tive perception of private equity and the strategic balance between liquid and il-liquid investments. Emphasis was placed on constructing coherent portfolios that align client objectives with market dynamics

  Livio Dalle, Head Asset Management, Wealth Solutions SVP, Indosuez

• Panel Discussion

  Next-generation investor behavior and decision-making, including approaches to externalizing versus internalizing investment choices, and the role of digitalization and tokenization.

  Integration of private and public markets, adoption of private market practices across geographies, experiences with SPVs and regional compa-nies, and how digitalization enables smaller investors to participate.

  Eric Sibbern, Senior Partner & Managing Director, VERAISON Capital Ltd

  Dr Roderik J.P. Strobl, TEP, SVEB, International Wealth Manager

  Moderator: Marco Lucchin, Private Markets Lead, WExecutive & member of the SECA Ticino committee

• 19:00 Networking Apéro

Language: Italian & English