Trust in Transparency – Information event – October 2024

Theme: How transparent are your investments? Do you own ETFs, mutual funds or managed portfolios in your Vested portable pensions or banked liquid assets? Wondering about the management style – passive or active? Join us to see the benefits for the Established Expat.

Our experts will dive into ZF trusted values and demonstrate:

– Actively managed portfolios & net returns
– Market and economic outlook during key elections
– Trading stock examples & approach in volatile markets

 
Date: October 22, 2024
 
Time:  18:00 pm Welcome Drink
18:30 – 20:30 pm Presentation followed by an Apéro Riche.
 
Keynote Speakers: Timo Dainese, Founder and Managing Partner
Tania Mobayed, Brand Ambassador & Sr. Advisor Expat Desk
Prof. Dr. Maurice Pedergnana, Chief Economist and Managing Partner
Cyrill von Burg, Chief Investment Officer
 
Place: Zugerberg Finanz, Lüssiweg 47, 6302 Zug
(find us on Google Maps)
 
RSVP: Latest by October 18th 2024, Registration online, limited seating

This is a tailored event for the Established Expats (EE) community. It is an opportunity to learn about current topics in investing and appropriate solutions for Swiss domiciled individuals. Zugerberg Finanz is a 24 year old asset manager, managing over 4 Billion CHF portfolios for: private persons, BVG vested pension II holders, corporate institutions and family offices, offering affordable entry levels.

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