2020 Certified Trade Mission to Zurich
September 23, 2020 - September 25, 2020
For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions
Minimum of twenty-five one-on-one personal meetings with leading institutions and family offices in Zurich and surrounding cities
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?
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
- Without the trade mission format it would be impossible to set up 20-30 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.
- 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.
- 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.
- 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 and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, “Time is Money”.
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.
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.
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
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 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.
LP Participant Profile
Swiss LPs will be invited by our Swiss national co-chairmen and the U.S. Consulate in Zurich. We expect strong attendance from more than thirty-five 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. Four Hundred LPs have been identified as potential Swiss 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.
September 23, 2020
6:00 pmDepart by chartered bus to dinner at the residence of the U.S. Ambassador to Switzerland, Edward T. McMullen, Jr.
9:00 pmReturn to hotel
September 24, 2020
8:30 am - 9:00 amRegistration and breakfast
9:00 am - 12:30 pmOne-on-one meetings. Members of the U.S. delegation will meet one-on-one with each investment professional from the leading Swiss institutions, insurance companies, pension funds, and family offices. Each attendee will meet with each Swiss LP. Meetings will be approximately twenty minutes long.
12:30 pm - 1:30 pmNetworking lunch
1:30 pmTrade Mission Ends
September 25, 2020
*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.
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 firstname.lastname@example.org for information on the fees to attend.
Included in your certified trade mission fee are the following:
Deluxe accommodations: Two nights at the Zurich Marriott Hotel
Grand Superior room
Exclusive access to the Executive Lounge
Breakfast, lunch, and snacks on September 24
Breakfast on September 25
Dedicated on site team for you while in Zurich
Complete Conference program including one on one meetings arranged with Zurich’s leading institutional investors and family offices
Distribution of your materials to Institutions prior to the Trade Mission
Check In: Wednesday, September 23, 2020
Check Out: Friday, September 25, 2020
Zurich Marriott Hotel:
Neumuehlequai 42 Zurich 8006 Switzerland
Surround yourself with modern style at the Zurich Marriott Hotel. We feature spacious, brilliantly appointed guest rooms and suites, a range of superior amenities and an incomparable location in Zurich, Switzerland’s bustling city center, close to many well-known cultural attractions and landmarks. Our hotel is a first-class destination for business and leisure travelers alike; unwind with ease in your sophisticated lodging, which features free Wi-Fi access, comfortable bedding, a flat-screen TV and a mini-fridge, or make use of our hotel’s array of on-site resources. Indulge in skillfully crafted cuisine at our two signature restaurants and bar, or keep in shape at our 24-hour fitness center. Those looking for a contemporary venue for a business occasion or social event here in Switzerland will enjoy extensively renovated, flexible venue space, ultramodern technology and innovative planning and catering. Choose the Zurich Marriott Hotel to be your home base while you discover the excitement of the city.
The fee does not include:
International Air travel
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