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Fundplat > News > Forum (Summer) 2024

St. Moritz

Contact  

«Savings Plan» (Summer) 2024

The 2nd «Savings Plan Experts» Forum will take place at Badrutt’s Palace Hotel in St. Moritz.

Language: German. Focus: wholesale Switzerland

Wednesday, 04.09.2024

Branding. Education. Networking.

Countdown

Position

Fundplat is the competence hub (multimedia & events) for the savings plan ecosystem in Switzerland.

Host

«This is my dream when I am 70»

I was allowed to give an interview (in German) to the major Swiss financial portal finews.ch. The editor Claude Baumann also asked me very private things. Thomas J. Caduff, CEO, Fundplat LLC

Program

At the highest level

Here you can see the exciting program. It is exclu­si­vely designed for first-class inno­va­tive companies repre­sented by charis­matic top performers.

Testimonials

Here you see a few testimonials. 

Facts & Figures

X

Experts

We are pleased to welcome to St. Moritz companies that are already directly or indirectly active in the Swiss savings plan business or are planning to do so.

5

Areas

We cover these five areas: stock exchanges, banks, funds companies, asset managers and service providers.

5

Speakers

We are pleased to welcome five outstanding personalities to the Badrutt’s for the impulse presentations.

15,000

Contacts

We distribute the productions via newsletter and LinkedIn to around 15,000 contacts. The focus is on wholesale Switzerland.

Performance

Our events in Zurich («City x Mountain» Sessions) and in St. Moritz («Mountain Talks» Summits and «Savings Plan Experts» Forums) are exclusively designed for first-class innovative companies from finance, lifestyle & sport, represented by charismatic top performers. We bring top-class speakers, experienced moderators and a well-known video team to the events. At work and at networking, people come together who would otherwise never meet. Some conversations remain confidential, others are published with media impact. We take the modern approach of «Social Selling» instead of «Product Selling». The motto is: «Branding. Education. Networking.»

Team

Lead

Thomas J. Caduff, Fundplat
Markus Baumgartner, b-public

Moderators & Media

Katharina Deuber, Film und Mehr

Speakers

Specialists

Impulses

Five specialists talk about exciting aspects of the topic «Savings Plans in Switzerland».

Cecilia Enhoerning, DWS CH
Eva Fasel, Brevalia
Patrick Rissi, arvy

Experts

Stock Exchanges

Banks

Funds Companies

Asset Managers

Service Providers

Multimedia & Events Finance, Lifestyle & Sport

Zurich, Geneva, Lugano,
St. Moritz, Frankfurt,
London, Paris, Vaduz

For professional investors

«Mountain Talks» Summits

  • St. Moritz (Winter) 2024
  • St. Moritz (Summer) 2024

«City x Mountain» Sessions

  • Zurich (Winter) 2024
  • Zurich (Summer) 2024
  • Zurich (Autumn) 2024

«Saving Plan Experts» Forums

  • St. Moritz (Winter) 2024
  • St. Moritz (Summer) 2024

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