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EDUCATION SESSION #721
Crowdfunding and Crowdlending: A Swiss Perspective
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Crowdfunding, an alternate way to raise capital using online platforms, has seen at least double-digit year on year growth in Switzerland in the past few years. Learn about Crowdlending, one of the verticals most disruptive to the established financial services ecosystem, which has great potential to exponentially increase volumes. Hear about the mechanisms for Crowdlending, plus its participants, risks and rewards, as you evaluate the opportunities and threats it represents to sources of capital and competition for investors.
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6:00 PM Registration
6:30 PM Event Begins
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We will begin promptly
at 6:30 PM; please arrive early. Since it is disruptive to everyone when latecomers enter the session, those arriving after an education session has begun will only be admitted at the discretion of 100WF and the host. Please note the start time on this invite and plan to arrive early.
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Networking and cocktails will follow.
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Globalance Bank AG
Gartenstrasse 16
Zurich, 8002, Switzerland
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PARTICIPANTS
Ioannis Akkizidis
Wolters Kluwer
Dr. Teddy Amberg
CreditGate24
Jean-Sebastian Lassonde
PwC
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Ioannis Akkizidis
Author “Marketplace Lending, Financial Analysis and the Future of Credit”, Global Product Manager, Wolters Kluwer
Ioannis Akkizidis is designing and implementing advanced solutions in risk management and profitability analysis fields for the financial industry including Fintech Crowdlending Marketplace. Apart from his several publications in international journals and magazines, he has authored several financial books with the most recent, in 2016, titled: “Marketplace Lending, Financial Analysis, and the Future of Credit”. He is a Global Product Manager working for Wolters Kluwer, in Zürich, a Lecturer at Universität Zürich and a Board member in Swiss Risk Association. Ioannis holds a PhD in applied mathematics from University of Wales, UK.
Dr. Teddy Amberg
Partner, CreditGate24
Dr.Teddy Amberg (born 1981) is a partner at CreditGate24 and responsible for business development. Before joining CreditGate24, he spent eight years in the private equity industry at Partners Group, where he worked as an analyst for equity and debt investments, as a key account manager and sales representative for institutional investors in the DACH region, and as a senior manager in the global marketing and sales department. He holds an M.A. in Banking and Finance from the University of St. Gallen (HSG) and a PhD in Sociology from the University of Zurich.
Jean-Sebastian Lassonde
Partner, PwC
Jean-Sébastien is a partner at PwC and leads PwC's Assurance Asset & Wealth Management practice in Switzerland. He has previously worked in for PwC in Montreal and Boston and since 2003 is based in Geneva. Jean-Sébastien is a graduate of HEC Montreal and qualified Chartered Professional Accountant (CA) in Canada. He is also a US Certified Public Accountant (CPA), an Associate Chartered Accountant in the UK (ACA), a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). He is a lead auditor for CISA entities licensed by the Swiss Financial Market Supervisory Authority (FINMA) and an audit expert recognized by the Federal Audit Oversight Authority.
He works closely with asset and wealth managers in Switzerland and globally advising on all aspects of their business and he is a driver of PwC's Fintech initiatives, including as the sponsor for the Swiss Crowd Funding Platform.
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Globalance Bank AG
Globalance Bank is an award-winning Private Bank and stands for a paradigm shift in finance. It serves private clients, family offices, and foundations. The Globalance Team has decades of experience in the field of sustainable investments with a special focus on future-fit assets. A unique tool is the Globalance Footprint® that makes the economic, societal and environmental qualities of all investments transparent and highlights their positive impacts in the real world. Thus, our clients have all the information on risks and opportunities at their fingertips.
Swiss Banking Advisory
Since January 2017, Swiss Banking Advisory is now based out of the UK and aims to provide access to innovative solutions from Switzerland. The shareholders of the company are either residents of Switzerland or the UK. We provide outside-of-the-box solutions to financial institutions as well as to other industries and their clients. We believe constructive critique and free thinking are aspects of a sound culture, which we need to cultivate in the traditional world of finance while looking for outside-of-the-box solutions, as it will help us to understand innovation as a necessity.
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100 Women in Finance
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.
Admission to this event is free, but there is a 30 CHF charge if you register and do not attend (even if you cancel in advance). No-show proceeds will be donated to the beneficiary of 100WF's most recent Swiss philanthropic initiatives.
Space is limited. No walk-ins will be permitted.
100WF Access Fee
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