Alexander Rauchenstein, CEO, SIA Strategic Investment Advisors Group, Lachen, Switzerland

Alex holds an Executive MBA for international Wealth Management from GSIA Carnegie Mellon University and a MBA from the University of Geneva. In addition he is Chartered European Financial Analyst.
He formally joined Strategic Investment Advisors Group in January 2006. Until December 2005, he was Head of the Investment Process at Centrum Bank, a specialized Privat Bank Liechtenstein. Before joining Centrum Bank in 1999 he spent three years setting up and then managing the Eastern European Equity Fund for UBS Asset Management. Alex acquired a very solid finance education at UBS Zurich, where he started his career in 1989.
Download PresentationAndreas Wosol, Head of Value und Senior Portfolio Manager bei Amundi Asset Management sowie Head of Equity bei Amundi Austria

Angelo Meda, Banor SIM, Milan, Italy

Head of Equity and Portfolio Manager at Banor SIM, Milan
In 2003 Angelo joined Ribofin (former advisor of Athena Fund) and worked as financial analyst up to 2008. He moved directly to Banor SIM S.p.A. in 2009 when Ribofin and Banor SIM merged as a portfolio manager, reaching the role of Head of Equities in 2011. He holds a bachelor’s degree in Business Administration “Summa Cum Laude” at Luigi Bocconi University (Milan), he’s member of CFA Institute since 2005, CFA Charterholder since 2006, CIPM holder and participates in CFA Grading Process since 2010.
Download PresentationDr. Xavier Brun, Head of Equities at TREA AM | Incometric Global Arrow Fund Advisor, Barcelona | Investment case: Puig Brands

- Doctor Cumlaude in Economics
- Best Manager Award 2022 by RankiaPro. Morningstar Award Best European Equity Pension Plan 2018.
- Portfolio Manager of Global Equity funds.
- More than 20 years of experience in the sector and more than 15 as a PM.
- Author of several books.
- Foreword to Peter Seilern’s Spanish version book “Only the best will do it”
Enno Spillner, CFO Formyon AG

Enno Spillner was appointed CFO of Formycon AG, listed on the SDAX and TecDAX, in April 2023. He has more than 25 years of experience in the biotechnology industry. In his latest position he has been serving from 2016 to 2023 as CFO and member of the Management Board of Evotec SE, which is listed on MDAX, TecDAX as well as NASDAQ.
Georg Geiger, Value Holdings AG, Augsburg

Georg Geiger is the founder and CEO of Value-Holdings AG. He is also a member of the Management Board of Value-Holdings Capital Partners AG and Chairman of the Supervisory Board of Value-Holdings International AG. He trained as a banker and successfully completed his studies to become a graduate in business administration (FH). Mr. Geiger has been a financial analyst since 1988 and an asset manager since 1992. At Value-Holdings he is responsible for research and portfolio management.
Download PresentationHeiko Böhmer, Shareholder Value Management, Frankfurt am Main

“Modern Value Investing in the Age of Artificial Intelligence”
Artificial intelligence is on everyone’s lips, but how should long-term investors deal with it? Heiko Böhmer, capital market strategist from Germany, explores this question in his presentation and sheds light on the effects of AI development on various areas. In addition, Heiko Böhmer explains how the asset manager Shareholder Value Management AG is acting with these changes in stock selection in order to rely on stable equity positions for the various mandates of the Frankfurter Fund family.
Download PresentationOle Søeberg, Nordic Investment Partners, Copenhagen | Value in pharmaceutical stocks

has been investing since early 1980s and has over the years refined the GARP investment style for identifying companies with good prospects in future growth pockets and without overpaying. Patience and keeping the winners of fundamental well managed companies is the secret formula.
Runs family office, works as introducer for Brock Milton Capital and makes investor podcast with Børsen and Euroinvestor in Denmark.
Educated as MBA from Copenhagen Business School and with add-on executive courses at IMD and INSEAD.
Pavel Begun, 3G Capital, Toronto, Canada

Pavel Begun is a co-founder of 3G Capital Management, a private investment partnership that invests in undervalued securities around the world. The firm has been in business since 2004, and over that time frame is has produced a track record of significant outperformance vs. its benchmark indices.
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