Panel II - Strategic Allocations : which asset classes will emerge successfully from the chaos?
Jun 12, 2025 — 11:20 am - 11:50 AM
Main stage
In a world of macro uncertainty and shifting market regimes, this panel brings together leading allocators to explore how long-only strategies are being recalibrated. From resilient themes to emerging opportunities, we uncover the asset classes best positioned for long-term performance.
NicolasDarsao2 Capital AMChief Operating Officer & CCOCédricDingensNS PartnersHead of Investment Solutions & Institutional Clients
Description
A deep dive into how real estate and private debt are key to navigating risk, preserving asset value, and seizing new investment opportunities in a changing world.
EricLauriExane AMCo-responsable de la gestionNicolasMacquinArchinvestPrésident Co-fondateurTifaineMartinWealins S.A.Private Equity AnalystMarcMenaséFounders FutureFounding PartnerVictorSonnevelt1291 Group
Description
A deep dive into the evolving landscape of alternative strategies—from private equity to real assets—highlighting structural shifts, liquidity innovations, and new sources of alpha for sophisticated portfolios.
SteveGuglielmettiKMC FinanceHead of SwitzerlandAngelikaHernandez-DorendorfMARCUARD HERITAGEManaging DirectorFrançoisMollat du JourdinMJ&CiePrésident fondateurPierre-JeanROIZLa Mondiale EuropartnerHead of Sales Switzerland
Description
As family offices face increasing complexity, this panel explores how governance models are evolving—strengthening institutional partnerships, ensuring continuity, and aligning structure with next-generation expectations.