Romeo Sakac

Banque Lombard Odier & Cie SA (Investment Management) (Lombard Odier-IM) is the investment management division of Banque Lombard Odier & Cie, a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm was founded in 2002 when Lombard Odier & Cie and Darier Hentsch & Cie. merged. They are headquartered in Geneva with branches and representative offices throughout Switzerland, Europe, the Americas, Asia Pacific and the Middle East. Lombard Odier-IM provides private banking and asset management services to institutions, family-owned businesses and high-net worth individuals. They also provide a range of support services for independent intermediaries.

Credit Suisse International engages in the provision of financial products and services focused on client driven businesses. It operates through the following segments: Investment Bank, Capital Release Unit, and Corporate Centre. The company was founded on May 9, 1990 and is headquartered in London, the United Kingdom.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

UBS Asset Management (Singapore) Ltd. (UBS Singapore) is the asset management subsidiary of UBS Asset Management AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Singapore, the firm offers bespoke investment solutions to a wide range of clients including corporations, pension funds, endowments and major financial institutions. UBS Singapore distributes funds through partners locally and around the Southeast Asia region.

Mirabaud & Cie SA (Mirabaud & Cie) is the private banking subsidiary of Mirabaud SCA in Switzerland. Established in 1819, the firm is based in Geneva and has additional offices in Zurich, Basel, Paris, Monaco, London, Montreal, Nassau, and Hong Kong. The firm specializes in institutional management and fund management, as well as in alternative management, brokerage and custody. They manage mutual funds, funds of funds and funds of hedge funds. Their subsidiary Mirabaud Asset Management provides wealth management services for private individuals, while LPP Gestion SA manages pension funds on their behalf.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research.

Sarasin & Partners LLP (Sarasin) is a global investment manager headquartered in London, UK. The firm was founded in 1983 and formerly known as Sarasin Investment Management Ltd. They are a subsidiary of SIM Partnership (London) Ltd., ultimately held by JS International Holdings Ltd. in The Bahamas. Sarasin invests thematically and responsibly on behalf of charities, private clients, institutions and investment professionals.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich.

Baader Helvea AG (Baader Helvea) s the research-based Swiss brokerage subsidiary of Baader Bank AG (XE: BWB) in Germany. Formerly known as Helvea SA, established in 1990, the firm is located in Geneva and specializes in equity research, sales, sales trading, execution and administration, and services institutional clients worldwide, including pension funds, insurance funds, unit trusts, balanced funds and hedge funds. Their core market is Switzerland with a focus on small- and mid-cap companies; however, they also have expertise in European equity especially in those sectors in which Swiss companies operate as global players, such as banking, insurance, healthcare, food manufacturing, chemicals and luxury goods. The firm's research process focuses on company analysis and includes a company visitation program. They aim to identify companies likely to generate superior returns for shareholders and to evaluate sector or company-specific trends.

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

Horizon21 AG (Investment Management) (Horizon21-IM) is a single-family office division of Horizon21 AG, an investment company headquartered in Zurich, Switzerland. Founded in 2004, Horizon21-IM serves the needs of the founder of the firm and his family.

MRB Fund Partners AG is an expert in structuring and managing complex investment solutions. The private company is based in Zurich, Switzerland, and has subsidiaries in Liechtenstein. The Swiss company offers professional solutions to project partners under their regulatory approval. The company was founded in 1979, and Markus Töllke has been the CEO of the company since 2014.

Food Bank for New York City provides emergency food assistance services. It procures and distributes food donations to emergency and community food programs. The company was founded in 1983 and is headquartered in New York, NY.

The Association of British Insurers provides insurance services. The non-profit company is based in London, UK. The CEO of the British company is Hannah Gurga.

Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China.

PwC Partner Andreas Staubli Stefan Räbsamen & Co. KmG is an investment holding Swiss company founded in 2001. The private company is based in Zurich, Switzerland. and has subsidiaries in Switzerland. The company operates as an investment holding company.

The British-Swiss Chamber of Commerce is an independent not-for-profit organization with over 500 members. The Chamber is based in Zurich, Switzerland. It provides a platform for business people to facilitate dialogue and change, helping businesses grow. Founded in 1920, the Chamber promotes business relations between Switzerland, Liechtenstein, and the UK.

SIX Swiss Exchange AG operates as a stock exchange. It distributes a range of indices; and offers market data for shares, bonds, ETFs and funds, ETPs, indices, statistics, and data services. The firm enables to list and trade in segments, including equities, bonds, exchange traded funds (ETFs), exchange traded products (ETPs), derivatives, sponsored funds, sponsored foreign shares, warrants, and structured products. The company was founded in 1850 and is headquartered in Zurich, Switzerland.

LGT Capital Partners (U.K.) Ltd (LGT Capital Partners) is a private equity subsidiary of LGT Group Foundation founded in 2003. The firm is headquartered in London, United kingdom.

LGT Capital Partners AG (Investment Management) (LGT Capital Partners-IM) is the Swiss alternative investment arm of LGT Capital Partners AG, ultimately held by the Von und zu Liechtenstein family’s LGT Group Foundation in Liechtenstein. Headquartered in Pfäffikon, the firm was founded by Thomas Weber and Roberto Paganoni in 1997. LGT Capital Partners-IM manages a wide range of investment programs that focus on private markets, liquid alternatives and multi-asset solutions on behalf of pension funds, insurance companies, sovereign wealth funds, banks, asset managers, endowments and foundations. They make it possible for clients to invest their assets using the same endowment-like strategy as their owners, the Princely Family of Liechtenstein.

Deerpath Capital Management LP (Deerpath Capital Management) is a private equity firm founded by Gary C. Wendt, James Kirby and John Fitzgibbons in 2007. The firm is headquartered in New York.

Part of Zurich Insurance Group AG, Zurich North America Commercial is a company that provides general insurance and life insurance products and services. The company is based in Overland Park, KS. The CEO of the company is Kathleen A. Savio.

TheCityUK is a membership body that advocates for the financial and related professional services industry based in the UK. The non-profit company is based in London, UK. The British company champions the industry and produces evidence of its importance to the wider national economy. The CEO of the company is Miles Celic.

Robeco Schweiz AG is the Switzerland-based asset management subsidiary of ORIX Corporation Europe NV, itself a subsidiary of ORIX Corp. (TSE: 8591) in Japan. Formerly known as SAM Sustainable Asset Management AG, the firm was founded in 1995 as the first asset manager focused exclusively on Sustainability Investing. They were acquired by Robeco Group in 2007 and renamed RobecoSAM AG in 2013 as part of Robeco's strategy to further align its group-wide Sustainability Investing activities. The firm became Robeco Schweiz AG in 2020. Headquartered in Zurich, Robeco Schweiz offers a comprehensive palette of products including in-house asset management, Sustainability Indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions for private and institutional investors.

Mirabaud Asset Management (Suisse) SA (Mirabaud Suisse) is the wholly-owned asset management subsidiary of Mirabaud SCA in Switzerland. Established in 2013, the firm is based in Geneva and provides asset management and collective investment services for institutional and wholesale clients globally.

Blackboard U.S. Holdings, Inc. provides reinsurance solutions to global customers. The company was founded by Brian Duperreault and is headquartered in Princeton, NJ.

Credit Suisse International (Investment Management) (Credit Suisse International-IM) is the investment management division of Credit Suisse International, an investment banking firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Credit Suisse AG, which is ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse International-IM provides investment advisory and management services.

LGT ILS Partners AG (LGT ILS) is an asset management firm headquartered in Pfäffikon, Switzerland. The firm was founded in 2014 and is a subsidiary of LGT Holding International AG, owned by LGT Group Foundation in Liechtenstein. LGT ILS offers insurance-linked investments to a client base consisting primarily of institutional investors.

European Cfo Network operates as a chief financial officer's association.

SG Value Partners AG provides investment advice. The joint venture company is based in Zurich, Switzerland. The Swiss company was founded in 2017. Sven Sommer has been the CEO of the company since 2020.

UBS Asset Management Switzerland AG is the asset management subsidiary of UBS AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2018 and provides investment management services to institutional investors, distribution partners and private investors.