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Our investment environment has fundamentally changed. Geopolitical fragmentation, persistent inflation, technological disruption, and shifting monetary policies have reshaped global markets and created a new reality for investors.
The prolonged period in which passive strategies consistently outperformed has given way to a more dynamic market landscape, where active decision-making, and adaptability have become essential. In this environment, successful investing no longer depends solely on what you invest in, but on the process used to interpret complex information and navigate challenging markets effectively.
Join us for an exclusive breakfast briefing featuring renowned economist Felix Zulauf. In a closed-door setting, we will provide an inside look at how BFI Infinity has transformed our own investment process to meet the new investment reality and drive long-term success. Felix will then share his perspective on today's global market dynamics and discuss implications for investors.
Breakfast Briefing at a glance
27th of August
08:30 - 10:30 | Buffet and coffee from 08:00
Park Hyatt Zurich, Beethovenstrasse 21, 8002 Zurich
Agenda
Arrival begins at 08:00 and is followed by a series of concise presentations designed to deliver key insights in a clear and efficient format.
An introduction about the strategic background and vision behind BFI Capital Group, including the context that led to a development of BFI Infinity's new investment process.
An inside look at how we have adapted our investment process to a more dynamic market environment, including the key structural changes we have made and the impact they have had on portfolio outcomes.
Drawing on decades of market experience, Felix Zulauf shares his perspective on the current global investment landscape, outlining the risks and opportunities he believes will define the months and years ahead.
A moderated discussion exploring the key themes of the presentations in greater depth, with additional perspectives and an opportunity for audience questions.
After an open Q&A, you will have the opportunity to meet our speakers and network informally.
Hosts & speakers
