The theme for the fifth edition of the Global Investment Forum is Partnering for Progress, as in the context of global instability and digital revolution affecting economy, politics, society and environment, there is an urgent need to find new ways of working together.
Building partnership models which are long lasting, scalable, transformative, and which create shared value will become key.
We can already see that traditional boundaries between all sectors have become blurred and now with a wider governance role for business and civil society, disruptive opportunities are emerging at all levels, allowing innovation to flourish as never before.
Partnering for Progress is how we seize these new opportunities, taking full advantage of the knowledge, skills, reach, and experience that experts of all kinds offer each other to imagine sustainable systems in areas such as finance, energy, mobility, food, health and education amongst others. Not only to create better products and services, but also to produce more inclusive economic growth, advancing our common future and making a long-term impact. And it all starts by bringing people together...
The Global Investment Forum is an independent knowledge and exchange platform bringing together the global investment community – on the one side investors, family offices, asset managers and institutions, while on the other, corporates, entrepreneurs, and thought-leaders. The purpose of the Forum is to bridge the gap between different perspectives to come to a shared understanding and create lasting partnerships.
The Forum aims to achieve this through interactive keynote presentations and panel discussions with leaders in finance and politics, influencers and entrepreneurs, as well as sector-specific breakout sessions with industry specialists, blended with plenty of networking time in an intimate and laid-back environment.
We invite you to regularly visit our website for the latest agenda as well as speakers updates and look forward to welcoming you June 13th and 14th, in Geneva Switzerland.
Adam co-founded ACE & Company in 2005. Previously, he was a financial analyst at Unifund, a private family office, where he participated in their Saudi Arabian expansion and shared responsibilities for a multi-billion public equities portfolio. He also completed an analyst program at China International Capital Corporation (CICC) in Beijing during the Bank’s establishment of its private equity division. He has a Bachelor degree from Babson College and an MBA from Harvard Business School. “Since founding ACE I have been fortunate enough to oversee the execution of over one hundred private investments and hold directorships in several of our operating companies.”
Citi Private Bank is dedicated to serving worldly and wealthy individuals and families, providing customized private banking across borders. With more than $450 billion in global assets under management, the franchise serves clients in over 100 countries. Citi Private Bank helps clients grow and preserve wealth, finance assets, make cash work harder, safeguard assets, preserve legacies, and serve family and family business needs. The firm offers clients products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance, banking and aircraft finance, as well as art and sports advisory and finance.
Jetfly is a fractional ownership program of Pilatus aircraft and has its headquarters based in Luxembourg. Initially created in 2000, the company was purchased by Cédric Lescop and Maxime Bouchard in 2010 and currently employs 275 staff, out of which 130 are pilots.
Jetfly has 250 co-owners who have access to its fleet of 23 Pilatus PC-12 and 2 Pilatus PC-24 aircraft. They are the only private operator in Europe able to land on 3 000+ airports and small airfields. Jetfly is the launch partner in Europe and first commercial operator of the world’s first super versatile jet – The Pilatus PC-24
On February 1, 2013, John Forbes Kerry was sworn in as the 68th Secretary of State of the United States, becoming the first sitting Senate Foreign Relations Committee Chairman to serve as Secretary in over a century. Kerry drew from this experience to provide the State Department with global stewardship on issues ranging from nuclear nonproliferation to radical extremists, to humanitarian challenges and the rising threat of climate change.
In 2013, Kerry became the first Secretary of State to meet with Iran’s Foreign Minister since the Iranian revolution of 1979. This meeting was the highest-level U.S. diplomatic contact with Iran in more than six years, and a key moment on the journey towards the eventual signing of the landmark 2015 agreement to prevent Iran from attaining a nuclear weapon.
Faced with the rising threat of global climate change, Kerry was also a key architect of the Paris Climate Accord, signing the historic agreement to reduce carbon emissions in 2016.
Kerry drew upon a lifetime of public service during his tenure as Secretary.
Shortly before he graduated from Yale University, Kerry volunteered for service in the United States Navy. He completed two tours of duty in Vietnam, including serving as a Swift Boat skipper patrolling the rivers of the Mekong Delta. Lt. Kerry returned home from service in Vietnam with a Silver Star, a Bronze Star with Combat V, and three Purple Hearts.
Back in the United States, Kerry felt compelled to speak out against the war in which he had served. Testifying at the invitation of Chairman J. William Fulbright before the Senate Foreign Relations Committee he would chair 38 years later, he asked the poignant question, “How do you ask a man to be the last man to die for a mistake?” He also began a lifelong fight for his fellow veterans as a co-founder of the Vietnam Veterans of America, and later as a Senator who fought to secure veterans’ benefits, extension of the G.I. Bill for Higher Education, and improved treatment for post-traumatic stress disorder.
After receiving his law degree from Boston College Law School in 1976, Kerry went to work as a top prosecutor in Middlesex County, Massachusetts, where he took on organized crime, fought for victims’ rights, and created programs for rape counseling. He was elected Lieutenant Governor of Massachusetts in 1982 and was elected to the United States Senate two years later.
In 2009, Kerry became Chairman of the Senate Foreign Relations Committee, assuming a leadership role on key foreign policy and national security issues facing the United States, including Afghanistan and Pakistan, China, nuclear nonproliferation, and global climate change.
In addition to his 28 years on the Senate Foreign Relations Committee, Kerry also held senior positions on the Finance, Commerce, and Small Business committees. He served as a member of the bipartisan Joint Committee on Deficit Reduction, where he worked across party lines to try and reduce the country’s debt and strengthen our economy. Prior to his departure from the Senate, Kerry was the seventh-most senior Senator.
A best-selling author of A Call to Service: My Vision for a Better America and This Moment on Earth, Secretary Kerry released a memoir, titled Every Day Is Extra, in 2018. He is currently a Distinguished Fellow for Global Affairs at Yale University as well as the inaugural Visiting Distinguished Statesman for the Carnegie Endowment for International Peace.
Kerry was the Democratic Party’s nominee for President of the United States in 2004. He and his wife Teresa Heinz Kerry have two daughters, three sons, and seven grandchildren.
Stéphane Mallard is the founder of Casual Shake and well known as a serial entrepreneur, guest speaker and author around the globe.
He was born in France and has since travelled throughout the world with many long trips in the U.S. When he was 12 years old, he had already learned coding which helped him creating various projects. He graduated in Economics at University of Quebec in Montreal, Canada and got his Master’s at Sciences Po Paris, France. He occupied several positions on digital transformation in consulting, financial and tech firms.
In 2018, he launches Casual Shake a company specialised in bringing you the latest digital & tech trends with advanced insights on how they are shaping the coming years to take advantage of them. It covers disruptive technologies, digital culture and mindsets as well as strategies and how tos!!
Stéphane has been invited to give many talks throughout Europe and the U.S. in corporations, schools and for the general public, to raise awareness on the impact that the digital revolution brings about and harness his potential both as a business and for personal growth.
His keynotes are inspiring and provoking, delivered with high energy and always conveyed in an enthusiastic fashion as he believes technology creates a brighter future for all, with addressable challenges. His goal is to empower the audience with concrete and specific ways to prepare for the coming decades. He often says that his talk is “like reading 50 books within an hour !”
Stéphane is the bestselling author of the book Disruption : Artificial Intelligence, end of waged work, the human augmented by IA.
David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $210 billion from 31 offices around the world.
Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts, the Smithsonian Institution, and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, Lincoln Center for the Performing Arts, the Institute for Advanced Study, the Brookings Institution, and the World Economic Forum; and President of the Economic Club of Washington.
Mr. Rubenstein is a member of the American Academy of Arts and Sciences, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.
Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and Co-Chairman of the Board of the Brookings Institution.
Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.
Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the African-American History and Culture Museum. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book).
Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of The Law Review.
From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).
Dr. Linda Yueh, Fellow in Economics, Oxford University, and Adjunct Professor, London Business School, and author of The Great Economists: How Their Ideas Can Help Us Today.
Dr Linda Yueh is one of the most popular speakers on global trends and a highly regarded economist. She regularly gives private briefings to numerous global organizations who value her insights.
In addition to her academic work, Dr. Yueh is a broadcaster, including for BBC Radio 4 and the World Service, and was the BBC’s Chief Business Correspondent and host of “Talking Business with Linda Yueh”, as well as Economics Editor at Bloomberg TV.
Dr. Yueh is also Visiting Professor at LSE IDEAS where she also sits on the supervisory Policy Committee of the Centre for Economic Performance (CEP) at the London School of Economics and Political Science. She was Co-Chair of the Global Cities Business Alliance (GCBA), and serves on the Advisory Board of The Official Monetary and Financial Institutions Forum (OMFIF). She is a Board Director of FTSE-listed companies and Chair of The Royal Commonwealth Society, as well as Trustee of the Coutts Foundation and Malaria Non More UK. She has advised the World Bank, European Commission, Asian Development Bank, and World Economic Forum, among many others. She has been an advisor to the British Chambers of Commerce (BCC), and a Board member of London & Partners, the official promotion agency for London.
She is widely published and is the Editor of the Economic Growth and Development book series at Routledge. Her books include: Macroeconomics (with Graeme Chamberlin), Globalisation and Economic Growth in China (with Yang Yao), The Law and Economics of Globalisation: New Challenges for a World in Flux, The Future of Asian Trade and Growth: Economic Development with the Emergence of China, Enterprising China: Business, Economics and Legal Developments Since 1979, and the award-winning The Economy of China, China’s Macroeconomic Policy, and China’s Growth: The Making of an Economic Superpower. Her latest book is The Great Economists: How Their Ideas Can Help Us Today (US edition: What Would the Great Economists Do? How Twelve Brilliant Minds Would Solve Today’s Biggest Problems).
Leah Culver is the Cofounder and CTO of Breaker, the top social podcast listening and discovery app. Breaker is rated five stars in the App Store and users spend, on average, as much time per day using Breaker as they spend using Instagram and Facebook. Prior to Breaker, Leah founded Pownce, an early social media app acquired by Six Apart, and Convore, a group chat app. She is a co-creator of both the OAuth and oEmbed API specifications and has over a decade of experience building startups and contributing to open source software.
Lee Fan has over thirteen years of finance and venture capital investing experience on Wall Street and in Silicon Valley. Prior to joining GrubMarket, Lee was a Senior Vice President at ZZ Ventures, where she invested in disruptive technology startups and lead the investing effort in consumer internet companies.
Prior to venture capital, Lee had a successful career in investment banking with firms such as Morgan Stanley, Evercore Partners, and Bank of America Merrill Lynch. Lee advised her clients on strategic capital market and M&A opportunities with a primary focused on internet, digital media, and consumer retail.
Lee holds a B.S. degree in Economics from Duke University and an MBA from Wharton at the University of Pennsylvania with dual concentrations in Finance and Strategic Management.
Marcelo Fedak is the Managing Partner at Bluemacaw and is responsible for the overall strategy of the firm. Mr. Fedak founded the company after opening the office and running Blackstone's Real Estate activities in Latin America for 4 years. Before that, until 2014, Mr. Fedak was at BTG Pactual where he was a Partner and Head of Real Estate, overseeing over $3 billion of assets under management across Latin America. Prior to that, from 2005 to 2009, Mr. Fedak worked at Goldman Sachs, Credit Suisse and Bain and was involved in over $30bn of various M&A and capital market transactions across multiple industries.
Mr. Haidar founded StonePine Capital Partners following a career that spanned 18 years in private equity, principal investing and advisory services in the MENA region and Europe.
Mr. Haidar founded StonePine Capital Partners in December of 2016 as a private equity platform targeting growth capital investing in the MENA region following a career that spanned 18 years in private equity, principal investing and advisory services in the MENA region and Europe. Prior to founding SPCP, Mr. Haidar was the Partner, Managing Director, investment committee member and shareholder of TVM Capital Healthcare Partners (2009-2016) where he was the major driver of the firm’s success in the Middle East region. During his tenure, Mr. Haidar raised and managed two funds MENA I (2010 vintage) and MENA II (2015 vintage) and syndicated capital in number of portfolio companies.
Prior to TVM, Mr. Haidar was the Managing Director and head of investments at Unifund Capital (2006-2009), an Abu Dhabi central bank licensed investment firm and JV partner of Unifund Capital Group (Geneva, Switzerland). Mr. Haidar started his career in 1999 at PricewaterhouseCoopers where he was part of the corporate finance and recovery advisory services of the firm in London (UK/Europe) and Beirut (MENA coverage).
Mr. Haidar is a frequent speaker at global conferences which focus on private equity investments in the Middle East region. He is also frequently invited as a guest on TV shows of major regional channels to discuss key financial developments in the Middle East region.
Mr. Haidar holds a Masters of Finance and Accounting from Kingston University in London (UK) and is a Certified Public Accountant from the New Hampshire Board of Accountancy (USA).
Current and previous board memberships include: ProVita International Medical Center, Cambridge Medical and Rehabilitation, Manzil Healthcare Services, Bourn Hall International, Ameco Medical Industries, MyBox (previously Laundry Box).
Melis Kahya is a Principal at General Atlantic, where she has worked since 2015. Melis heads the Firm’s Consumer sector in EMEA, and also focuses on investments in Turkey. She serves on the board of Joe & The Juice and Sezane.
Prior to joining General Atlantic, Melis focused on the retail and consumer sectors both as a Vice President at TSG Consumer Partners and an Analyst at J.P. Morgan.
Melis received a B.S. in Electrical Engineering and Economics from Yale University, where she graduated with distinction. She holds an M.B.A. from the Stanford Graduate School of Business.
Roland joined Verno Capital in January 2011 as Senior Partner and Chief Investment Strategist and has 24 years of experience in the Russian and FSU markets. Between 2003 and 2010, he was Chief Equity Strategist advising Renaissance Capital’s client base on investment opportunities across Russia/FSU and concurrently the Head of Research, managing a team of 85 research analysts across Russia, the FSU, and Africa. In every year during that period, Renaissance Capital was voted the best research house in Russia in the annual All-Europe Institutional Investor survey, and regularly won for best research in eight out of ten categories in the All-Russia Institutional Investor survey. Roland was voted the number one strategist for Russia in every All-Russia Institutional Investor survey between 2004 and 2009. Between 2006 and 2010, he sat on the Executive Committee at Renaissance Capital, and from 2008 to 2010, he was also Co-Head of the Equity Product Group, responsible for managing a 200-strong sales, trading, and research team in New York, London, and across Africa and Russia/the FSU. Roland began his career in 1994 as a senior economic expert at the Russian European Centre for Economic Policy (RECEP), where he was involved in advising the Russian government on economic policy. During that period he was one of the authors of “Russian Economic Trends,” Russia's leading macroeconomic journal, and acted as advisor to the Ministry of Economy and the Centre for Economic Reform. Roland graduated from Balliol College, Oxford University, where he received a BA in Politics, Philosophy, and Economics. He is a British citizen and is fluent in Russian.
Juergen Pinker is a Senior Managing Director in the Private Equity Group and is based in London. Mr Pinker focuses primarily on the Industrials, Chemicals and Building Materials sectors and German speaking regions. Since joining Blackstone in 2011, Mr Pinker has been involved in the execution of Blackstone’s investments in Intertrust, ATC, Elian, Scout24, Armacell, Rhodia Acetow, Schenck Process and Averys. Before joining Blackstone, Mr Pinker worked as a Director at Strategic Value Partners focusing on European distressed situations. Before that, Mr Pinker was an Associate Director at The Carlyle Group. Mr Pinker received a masters degree in economics and business from WHU-Otto Beisheim School of Management. Mr Pinker serves on the Board of Directors of Armacell, Rhodia Acetow, Schenck Process and Averys.
Nick is the Managing Partner of Delta Capital Myanmar and a Director of Landmark Capital (“LMC”). He has over 20 years of experience in private equity and investment banking.
Nick joined LMC over 15 years ago and has been overseeing fundraising, deal sourcing, investing and exits in the public and private markets. He began his career with Jardine Matheson and then accumulated over 10 years of experience in Asian investment banking, with the corporate finance division of Nomura International and as an Asian Specialist at Robert Fleming.
Nick is a member of the Delta Capital Board of Directors.
Ganen Sarvananthan is Co-Managing Partner of TPG Capital Asia. Prior to joining TPG in 2014, Ganen served as Head of Investments at Khazanah Nasional Berhad for almost a decade. He also worked at UBS Investment Bank based in London, Hong Kong and Singapore for more than seven years. He studied law at University College London and is a Barrister-at-Law (England and Wales).
Jesper is the CEO & co-founder of SOUNDBOKS. SOUNDBOKS originally started out as a quest to create the worlds loudest battery-powered speaker, but quickly developed into something more; a CE lifestyle brand, helping people all around the world break through the noise of everyday life. Last year, SOUNDBOKS sold more than 20.000 speakers, and their content was viewed more than 100M times. The company is funded by ACE & Company, Y-Combinator, Sean Parker and Matthew Bellamy amongst others.
Jean-Baptiste joined BC Partners in 2005. Previously, Jean-Baptiste spent five years as co-head of the French team at Industri Kapital where he participated in or led a variety of investments. Jean-Baptiste started his career in 1993 as an auditor at Arthur Andersen in Paris before joining the investment banking division of Morgan Stanley in London in 1996 where he worked on numerous large transactions involving French clients.
Tanya Beckett is the presenter of BBC World News’ Business Live and the business news on Radio 4’s Today. She has worked as a presenter for the BBC since 1998, anchoring a variety of news and business programmes across the BBC including Business Breakfast, Breakfast News, Working Lunch and most recently, World Business Report. She also co-presents news programmes live from Washington.
In 2003 Tanya moved to the US, where she hosted live shows in New York and Washington, reporting on key events such as the 2004 presidential election and the Wall Street financial scandals. She was also the New York-based presenter of World Business Report on BBC World News for 3 years. She has travelled extensively in Russia and roamed Europe reporting on the Eurozone crisis.
After graduating from Oxford with a degree in Metallurgy and the Science of Materials, Tanya spent a year working for Courtaulds, researching the properties of carbon and glass fibres. She then spent the next four years working as an investment banker for Commerzbank in Frankfurt and Citibank in London.
Tanya became a business and political reporter for CNBC Europe. She’s worked for various broadcasters including the BBC; NBC Europe; CNBC Europe, where she presented The Moneywheel and FT Business Tonight; Sky News, as presenter of its live nightly business news programme; for CNN International, reporting from the London International Financial Futures Exchange; and for News Direct. 97.3 in London.
The Global Investment Forum will take place on the 13th and 14th of June 2019 at the Intercontinental Hotel in Geneva.
In order to secure your spot today, please enter the password provided to you below. You will then be asked to provide us with a few additional details. Don’t worry, it only takes a minute!
The Global Investment Forum will take place at the Hotel Intercontinental
Address: Chemin du Petit-Saconnex 7-9, 1209 Genève, Switzerland,
Phone: +41 22 919 39 39
For further information on the Global Investment Forum contact:
ACE & Company
Rue du Rhone 42, 1204 Geneva, Switzerland