Marcel Schmitt

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

PostFinance AG engages in the provision of financial products and services. The firm offers digital banking, retirement planning and life insurance, and mortgages. The company was founded in 1906 and is headquartered in Bern, Switzerland.

BT&T Asset Management Ltd. (BT&T-AM) is an independent investment management firm which was established by Walter Meier in 1995. Based in Zurich, Switzerland, the firm manages assets for BT&T TimeLife AG, a closed-end mutual fund.

TECHNOPARK Immobilien AG engages in the development, construction, and operation of buildings. The firm also provides management and leasing services. It administers Technopark’s real properties and finances Stiftung Technopark Zürich. The company was founded on January 5, 1988 and is headquartered in Zurich, Switzerland.

Swiss Life Private Equity Partners AG is a wholly-owned subsidiary of Swiss Life Asset Management AG with headquarters in Zurich, which is part of Swiss Life Holding AG (SWX:SLHN). Founded in 1857, the parent firm is a provider of life insurance and long-term savings and protection. Since 2004, SLPEP no longer manages private equity investments for third-parties.

Schweizerische Mobiliar Asset Management AG (Schweizerische Mobiliar AM) is the asset management subsidiary of Schweizerische Mobiliar Holding AG, itself a subsidiary of Schweizerische Mobiliar Genossenschaft AG in Switzerland. Established in 1826, the firm is based in Berne and has a network of real estate partners throughout Switzerland. They operate as an independent fund management firm, providing the Group’s institutional asset and pension fund management, as well as managing the MobiFonds range of funds for individual and institutional investors.

American Chamber of Commerce Executives, Inc. is an organization that provides tools, resources, and connections to help chambers of commerce and their teams be more effective and have a greater impact. The non-profit company is based in Alexandria, VA. The company offers membership, online learning, and various programs and events related to topics such as membership development, economic development, diversity, equity and inclusion, education and talent, governance and leadership, human resources, marketing and communications, non-dues revenue, and operations and finance.

Economiesuisse operates as a trade industry association. The company is headquartered in Zurich, Switzerland.

Part of Helvetia Holding AG, Helvetia Versicherungen AG is a insurance company based in Vienna, Austria. The Austrian company provides insurance services to its customers and has been serving them for over 160 years. With over 500,000 customers, Helvetia Versicherungen has gained their trust. The company was founded in 1858. Thomas Neusiedler has been the CEO of the company since 2020.

Ledermann Immobilien AG operates as a real estate company that owns and manages properties. The company was founded by Urs Ledermann in June 2009 and is headquartered in Zurich, Switzerland.

Swiss Life Asset Managers (France) SA (Swiss Life AM France) is an asset management firm headquartered in Marseille, France. The firm was founded in 2007 and formerly known as Viveris REIM SA. They are a subsidiary of SwissLife France SA, owned by Swiss Life Holding AG (SWX: SLHN) in Switzerland. Swiss Life AM France provides a complete range of investment solutions in securities, real estate assets and infrastructure for Swiss Life Group and on behalf of third-party clients.

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.

Rüegg-Naegeli AG provides design concepts and furnishing solutions. The firm specializes in workplace design and home furnishing. It also offers consulting and installation services. The company was founded by Albert Naegeli in 1868 and is headquartered in Zurich, Switzerland.

Swiss Life Asset Management AG is the investment research division of Swiss Life Asset Management AG, which is owned by Swiss Life Holding AG (SWX: SLHN) in Switzerland. Headquartered in Zurich, the firm’s core competencies include offering and actively managing a broad range of fixed income, real estate, equities, infrastructure and multi-asset investment solutions. They regularly issues various publications about companies, on the topic of real estate and forecasts for the financial markets and the economic environment.

Part of Swiss Life Holding AG, Swiss Life Investment Management Holding AG is a holding company that engages in investment management activities. The private company is based in Zurich, Switzerland.

Fontavis AG provides fund and investment management services. It offers direct investments in clean energy and infrastructure assets. The company was founded by Christoph Gisler, Beat Huber and Thomas Schmid in 2011 and is headquartered in Baar, Switzerland.

BEOS AG operates as an independent project developer and asset manager. The firm develops and manages mixed-use industrial real estate. The company was founded by Stephan Bone-Winkel and Ingo-Hans Holz in 1997 and is headquartered in Berlin, Germany.

Part of Helvetia Holding AG, Helvetia Insurance Switzerland is a Swiss insurance company. The company is based in St. Gallen, Switzerland. The CEO of the company is Martin Jara.

Part of Swiss Life Holding AG, Swiss Life Kapitalverwaltungsgesellschaft mbH is a European asset manager and a leading institutional real estate asset manager. The company is based in Frankfurt, Germany. The German company provides various publications on real estate and forecasts for the financial markets and the economic environment. The CEOs are Holger Matheis, Christine Bernhofer. The company was founded in 2016.

Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients.

Part of Swiss Life Holding AG, CORPUS SIREO Real Estate GmbH is a German company that provides real estate services. The company is based in Cologne, Germany. The company was founded in 1962. Ralph Günther has been the CEO of the company since 2016.

UBS Asset Management Switzerland AG is the asset management subsidiary of UBS AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2018 and provides investment management services to institutional investors, distribution partners and private investors.