2020 Virtual Certified Trade Mission to Switzerland & Western Europe

 

December 2, 2020 – December 3, 2020

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2020 Virtual Certified Trade Mission to Switzerland & Western Europe

 

December 2, 2020 – December 3, 2020

For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions

Key Features

Minimum of forty-five one-on-one personal meetings with leading institutions and family offices Switzerland & other Western European countries

Virtual One-on-One meetings scheduled upon registration with pre-qualified investors prior to the Trade Mission

LPs from Switzerland, Austria, Germany, Lichtenstein, Monaco, Belgium, The Netherlands

Focused, structured, organized and pre-arranged private meetings

Certified by the U.S. Department of Commerce International Trade Administration

No placement agency fees or commissions

Full contact information and background provided to GPs prior to all meetings

Promotion of your firm to 150+ local institutional investors, single and multi-family offices

What are the cost benefits of participating in Trade Missions?

Testimonial

The Trade Mission to Singapore was one of the most well-organized and productive events we have attended. It was an excellent way to meet a broad range of key institutions and private investors in the region, and we found it highly worthwhile.

Lacey Mehran, Vice President, VSS

  1. Without the trade mission format it would be impossible to set up 40-50 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time, and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  4. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, “Time is Money”.

Event Co-Chair(s)

Adina Krausz, Toledo Capital AG

Adina has vast and extensive experience in Capital Management, BizDev and Investor Relations. She holds profound knowledge in Private Banking, Wealth Management, International Trade, and Venture Capital. Adina served as the head of investor relations and business development at BlueRock Group, a boutique RE Investment company which transacted over 1.2 billion EUR.

Roman Pelka, Founder & CEO, Monfort Funds

Roman has been active in the alternative investment industry for over 20 years. He is the founder and CEO of Montfort Funds, an advisory firm and FINMA regulated Swiss fund representative serving several hundred hedge fund and private equity firms.

Before founding Montfort in 2009, Roman was Managing Director at The Carlyle Group. Prior to that Roman held positions with Aspect Capital, HgCapital and EBRD.

He received his M.B.A. from INSEAD (France) and is a Chartered Alternative Investment Analyst (CAIA).

He is married with four children and lives in Verbier, Switzerland.

Alexandra Tschopp, CEO, CEPAX Sustainable Solutions AG

Alexandra Tschopp is an Entrepreneur and Managing Partner of CEPAX, an independent strategic consulting firm with two business lines: capital raising services on the VC/PE side and fund advisory & project management services for foreign alternative investment funds defining coherent investor relations strategies . Prior to that, Alexandra spent more than 7 years in two premier-league executive search firms, having gained significant expertise as a consultant focusing on the financial services sector, where she carried out various surveys in the wealth management arena. The Unique Selling Point of CEPAX is a broad knowledge base of the European venture scene and an in-depth understanding and insight of the Swiss and European investor landscape, especially with regards to family offices.

Alexandra was instrumental in setting up the founding team of seed investors for PULSE Evolution (www.pulse.co), a leading US-based augmented reality firm and producer of ‘virtual humans’ for live and holographic concerts, advertising, feature films, branded content, medical applications and training. Alexandra is a shareholder of PULSE Evolution and successfully raised USD 8 mm for their Series A and B capital rounds prior to their IPO.

Besides that, she developed a clear industry focus in the international cleantech, energy and impact investment arena, where she advises several US and European cleantech PE and venture funds on an ongoing basis to support and prepare their market entry into Switzerland and their alliances with international partnerships.

Alexandra studied law at the University of Zurich and at the London School of Economics

Dr Christopher Wahlquist, Partner

Christopher Wahlquist has two decades of alternative investment experience and has been raising assets for alternative and traditional asset management products for almost 15 years. Before joining Aico Partners in 2011, he helped build the alternative investment business of UBS at its headquarter in Switzerland. Initially an investment committee member involved in fund selection and portfolio management, he later headed up the team’s global business development efforts, helping bring total AuM to $14bn at peak. Before that he worked for a UK based CTA. He speaks three European languages fluently.

Mr Wahlquist holds a Doctorate Degree from the University of St. Gallen and a Masters Degree from the Gothenburg School of Business and Commercial Law.

Nicolas A Widmer , Partner

Nicolas Widmer has over two decades of alternative investment experience and has been raising assets for alternative and traditional asset management products for 20 years. Before founding Aico Partners in 1998 he was active in foreign exchange markets for almost 15 years, both as a trader and in treasury functions, within organizations like Citicorp and JP Morgan.

Aico Partners Ltd. and its predecessor Aico Alternative Investment Company AG is one of Europe´s longest standing asset raising firms. Founded in 1998 the firm has successfully been raising capital for asset management products, with a bias to alternative investments like, e.g. hedge funds, real estate and private equity funds, but also for more traditional long-only products.

With its origin in the center of Europe, Aico Partners has over the past two decades developed and extended its geographical reach and is today connected to a truly pan-European investor basis across all allocator segments.

LP Participant Profile

LPs will be invited by our co-chairs and the U.S. Embassy in Switzerland. LPs will be invited from across all of Switzerland as well as the neighboring Western European countries including Austria, Germany, Lichtenstein, Belgium, the Netherlands, and Monaco. We expect strong attendance from more than fifty highly qualified pension funds and insurance companies, banks, single- and multi-family offices, wealth management advisors, and high net worth individuals that either have exposure to U.S. alternative assets or have expressed an interest in doing so in the future. This Certified Trade Mission will provide you the opportunity for one-on-one private meetings with each LP in attendance. Over one thousand LPs have been identified as potential Institutional and family office attendees. The LP list will be qualified further once the U.S. delegation is selected to ensure compatibility with the U.S. Funds attending.

Agenda

December 2, 2020

  • All times are GMT+2
  • 12:30 pm - 1:00 pm

    (6:30 - 7:00 am EST)
    Log on and register
  • 1:00 pm - 5:00 pm

    (7:00 - 11 am EST)
    One-on-one meetings. Members of the U.S. delegation will meet one-on-one with each investment professional from the leading Swiss and Western European institutions, insurance companies, pension funds, and family offices. Each attendee will meet with each Swiss LP. Meetings will be approximately twenty minutes long.

December 3, 2020

  • Trade Mission Continues
  • 12:30 pm - 1:00 pm

    (6:30 - 7:00 am EST)
    Log on and register
  • 1:00 pm - 5:00 pm

    (7:00 - 11 am EST)
    One-on-one meetings. Members of the U.S. delegation will meet one-on-one with each investment professional from the leading Swiss and Western European institutions, insurance companies, pension funds, and family offices. Each attendee will meet with each Swiss LP. Meetings will be approximately twenty minutes long.
  • 5:00 pm

    Trade Mission Ends

*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.

Registration

Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.

Please email irwin@trademissions.org for information on the fees to attend.

Included in your certified trade mission fee are the following:

Complete Conference program including one on one meetings arranged with leading institutional investors and family offices from Switzerland and Western Europe

Distribution of your materials to Institutions prior to the Trade Mission

Complete LP information book received one week prior to the Trade Mission

Accommodations

Virtual Trade Mission-No accomodations

Application

Cancellation Policy
The cancellation policy is as follows:

60 days or more: Refund of 75% of full Payment
59-30 Days: 10% refund
Less than 30 days: No refund