Javier J. Lodeiro

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.

Founded in 2003, Stifel Schweiz AG is a full-service investment bank. Part of Stifel Financial Corp., the Swiss company is headquartered in Zurich, Switzerland, with offices in multiple locations. The company provides a range of investment banking services.

ADIG Fondsvertrieb AG (ADIG) is the wholly-owned fund distribution subsidiary of CAM Holding GmbH, ultimately held by Allianz SE (FR: ALV) in Germany. Formerly known as cominvest Vertriebs AG, the firm was originally established in 1975 as Münchner Kapitalanlage AG and is based in Munich.

Commerzbank AG (Broker) (Commerzbank-Broker) is the brokerage division of Commerzbank AG (ETR: CBK) in Germany. In 2009, following Commerzbank's acquisition of Dresdner Kleinwort the group created a Corporates & Markets platform which integrated the business of Dresdner Kleinwort GmbH-Investment Management. Headquartered in Frankfurt, Commerzbank-Broker provides trade solutions to multinational corporations, institutional investors, public entities, SMEs and private clients. They also offer risk management and structured financing solutions.

Schweizerische Nationalbank (Investment Portfolio) (SNB-IP) is the investment portfolio division of Schweizerische Nationalbank (SW: SNBN) in Switzerland. The firm was founded in 1907 and is headquartered in Zurich. SNB-IP manages the assets of the Swiss National Bank, consisting of foreign currency, gold and Swiss francs, as determined by the established monetary order and the requirements of monetary policy.

Pictet Asset Management SA (Pictet AM) is the asset management subsidiary of Pictet Asset Management Holding SA, ultimately held by Banque Pictet & Cie in Switzerland. Established in 1967, the firm is headquartered in Geneva with investment management centers in Zurich, London, Singapore and Tokyo. They also have marketing client service centers in major cities worldwide. Pictet AM manages a range of equity, fixed income, alternative and multi asset products. They provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Pictet AM is a responsible investor and signatory to the UN Principles for Responsible Investment.

Zürcher Kantonalbank engages in the provision of universal banking services. It offers its services through the following divisions: Private Banking, International Banking and Asset Management. The Private Banking division offers private advisory, asset management, fiduciary and other services. The International Banking division provides international payments and trade finance services. The Asset Management division includes segregated, balanced and overlay mandates. It also offers strategy advice and portfolio analysis services. The company was founded on February 15, 1870 and is headquartered in Zürich, Switzerland.

Landesbank Baden-Württemberg (Broker) (LBBW-Broker) is the brokerage division of Landesbank Baden-Württemberg in Germany. Headquartered in Stuttgart, the firm was founded in 1999 and provides capital market services to medium-sized companies, listed groups, institutional customers, savings banks and retail customers.

1741 Fund Solutions AG is an independent, management-owned fund management firm headquartered in St. Gallen, Swizterland. The firm was founded in 1998 and formerly known as Wegelin Fondsleitung AG and as Vescore Fondsleitung AG. 1741 Fund Solutions acts as Swiss representative for foreign investment funds distributed in Switzerland.

Octavian AG is a Swiss company that specializes in equity market expertise and research for high alpha investors. The private company is based in Zurich, Switzerland. The company also facilitates high-quality investor events and are a trusted corporate finance advisor. Octavian was founded in 2017 by Dan Potashnick, Martin Schuler, René Saner, Serge Monnerat, Stephen Leventhal, Laura Pfeifer-Rossi, Alessandro Foletti.

Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs.

LLB Invest Kapitalanlagegesellschaft mbH (LLB Invest KAG) is an asset management firm headquartered in in Vienna, Austria. It was founded in 1987 as Constantia Privatbank Kapitalanlage GmbH and became Semper Constantia Invest GmbH in 2010 when Semper Constantia Privatbank was rebranded. The firm is a wholly-owned subsidiary of Liechtensteinische Landesbank (Österreich) AG, which in turn is a subsidiary of government-owned Liechtensteinische Landesbank AG (SWX: LLBN) in Liechtenstein. LLB Invest KAG manages mutual funds and funds of funds. They also offer individual asset management services to Austrian and international clients, including high-net worth individuals, foundations, corporates and institutions.