Sustainable Investing in Wealth Management

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Prudence Foster
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1 Executive Education Sustainable Investing in Wealth Management Center for Sustainable Finance and Private Wealth (CSP) University of Zurich Department of Banking and Finance Program June 2019

2 About the program Are you curious about sustainable investing but also confused by all the terms? Did you ever have a client asking about sustainability and you felt hesitant to discuss the topic? If you are interested in developing a closer relationship with your clients based on values and trust, and the key topics that define our future such as climate change, energy, and water availability, this program is for you. You will: - Get a clear understanding of sustainable investing and rich industry knowledge through various cases. - Experience a real-life client session on sustainable investing with several (U)HNWIs. - Gain the confidence to lead a professional conversation on sustainable investing to further strengthen the relationship with clients. Target audience Practitioners working in wealth management, especially relationship managers and advisors in private banks and (multi-)family offices. Participants Up to 20 participants. Costs CHF 2,000 for 2 days Date/Time June 13-14, 2019 Location University of Zurich Zurich, Switzerland

Why this program Lecturers and speakers with deep industry knowledge The selected lecturers and speakers provide you with tools that you can apply directly to your daily work.

3 Why this program Lecturers and speakers with deep industry knowledge The selected lecturers and speakers provide you with tools that you can apply directly to your daily work. The expertise of lecturers and speakers include topics such as: - Sustainable investing and why HNWIs care - Leading client conversations in sustainable investing - Impact investing Past lecturers/speakers include researchers, practitioners, and wealth owners such as: - Dr. Falko Paetzold, Managing Director of the CSP - Dr. James Gifford, Head of Impact Investing of UBS Wealth Management - Paolo Fresia, Principal Real client sessions in a safe environment (U)HNWIs share their interests openly and serve as test cases for you to assure that you will be able to implement your knowledge. Past principals: - Flora Keller - Antonis Schwarz - Rudolf Hilti - Felix Schmidheiny Network of like-minded professionals Multiple occasions including apéros with principals to exchange and build up a network of like-minded professionals from other organizations.

4 Timetable* Day 1 Knowledge 09:00-09:30 Introduction 09:30-10:45 Sustainable development and climate change Amandine Favier, Head Sustainable Finance, WWF Why sustainable development matters and its relevance to the financial industry. 11:00-12:15 What is Sustainable Investing and its impact Dr. Falko Paetzold, Managing Director, CSP University of Zurich 12:15-13:15 Lunch The definition of sustainable investing and a framework for investors and how to maximize their impact. 13:15-14:30 ESG integration Rainer Baumann, Head of Investing, RobecoSAM The definition of ESG and how it can be integrated into the investment process to reduce risk and seize opportunities. 14:30-15:45 Active Ownership Dr. James Gifford, Head of Impact Investing, UBS What is active ownership and how to effectively engage to create positive impact in the real world. 16:00-17:15 Impact and Thematic Investing Antoine Predour, Head of Energy Debt, responsability State-of-the-art impact investing in frontier markets 17:15-18:15 Why HNWIs care for Sustainable Investing Peter Wüthrich, CIO, VALUEworks Fireside chat with an expert sustainable investing advisor on why this matters to HNWIs and how to build strong relationships. *Subject to change

5 Day 2 Application 09:00-09:30 Introduction 09:30-10:45 SDG workshop on map & matching client interest Taeun Kwon, Head of WM Programs, CSP University of Zurich What are your values and how to map and match your clients for an effective profiling. 11:00-12:00 How to lead a client conversation Edith Aldewereld, Partner, Sonnenberg AG 12:00-13:00 Lunch How to structure a client conversation and build up trust. 13:00-14:30 Simulated case study Paolo Fresia, Principal Three simulated cases with an experienced principal and insights into his impact journey with key takeaways for advisors. 14:30-17:15 Client sessions with real (U)HNWIs 1st session (60 ) On-boarding and identifying needs Group work session (45 ) Working in groups to create an offering for the client 2nd session (60 ) Present offering to the client 17:15-18:00 Plenary session and wrap-up Collect insights from each group and discuss learnings. 18:00-19:30 Farewell apéro

I gained knowledge, tools, and practice that have been incredibly valuable to me in day-to-day communication related to sustainable investing, with both clients and colleagues.

6 Degree Course certificate. 16 hours can be added towards the recertification of SAQ Swiss Association for Quality for advisors. Alumni Statements Lindsey Woodward USA Relationship Manager at Abacus The Sustainable Investing in Wealth Management Program was a fantastic, interactive experience. I gained knowledge, tools, and practice that have been incredibly valuable to me in day-to-day communication related to sustainable investing, with both clients and colleagues. The program also gave me the opportunity to make strong connections with other financial professionals, who are dedicated to sustainability, that will be invaluable for years to come. Thomas Trsan, CFA Switzerland Senior Investment Strategist at Vontobel The course was well structured and efficient. The content was well presented with a good mix of practitioners and academia. Particularly, I enjoyed the interaction sessions with Next Gen UHNWIs and the SDG workshop where we could apply our acquired know how. I also enjoyed the Q&A sessions with the lecturers and the socializing events with the participants.

Contact Information For the registration process or further information, you can contact: Taeun Kwon Head of Wealth Management Programs University of Zurich, Center

7 Contact Information For the registration process or further information, you can contact: Taeun Kwon Head of Wealth Management Programs University of Zurich, Center for Sustainable Finance and Private Wealth (CSP) Department of Banking and Finance, Plattenstrasse 32, 8032, Zurich Website:

Sustainability in Banking and Insurance

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