Breakfast series
Swiss Know-How in Alternative Investments
Focus Private Markets

Le 18 avril 2024 – Hôtel Beau-Rivage Genève

Il est devenu essentiel pour vous, gestionnaires de fortunes et family officers suisses, d’accorder plus de place dans vos grilles d’allocation aux actifs non cotés et des produits innovants : immobilier, hedge funds, private equity, dette privée et infrastructures. Vous devez exploiter de nouvelles sources de rendement que les revenus fixes ne garantissent plus.

Afin de vous aider dans la recherche et le repérage de solutions judicieuses, SPHERE en collaboration avec l’Alliance des gérants indépendants suisses-ASWM et SMAT.io vous présente des gérants qui se sont positionnés sur ces niches avec des produits pertinents.

PROGRAMME:

08:30  Accueil et échanges autour d’un petit-déjeuner

09:00 La dette privée avec Rentamax, un atout précieux pour diversifier votre portefeuille
Pierre-Yves Lécureux, CEO VMR Optimum SA et Rentamax

09:20 Deep dive into primary and secondaries private credit
Lucas Hunter, Investment Specialist, Private Debt, Tikehau Capital

09:40 Does it make sense to include crypto in an investment portfolio now?
Bradley Duke, Co-Founder and Chief Strategy Officer, ETC GROUP 

10:00 Networking time

by VMR Optimum SA

Outil en ligne d’optimisation en investissement gratuit, Rentamax permet à vos clients d’optimiser librement leur épargne ou leur capital vieillesse en le plaçant dans des titres obligataires non cotés et responsables.
Avec Rentamax, vous bénéficiez d’une grande diversification, de la consolidation et la stabilité de votre portefeuille : pas de volatilité pour les obligations non cotées.
Les investissements des sociétés, partenaires suisses ou européens, émettrices de dette obligataire sont performants et sécuritaires dans des domaines éthiques et responsables.
Avec Rentamax, vous proposez à vos clients des solutions adaptées à leurs besoins.

Pierre-Yves Lécureux
Economiste de formation (HEC), Pierre-Yves Lécureux débute sa carrière dans la vente et le marketing. Par goût du défi, il se tourne ensuite vers le monde de la finance. Son parcours versatile l’amène à travailler dans des réalités professionnelles très différentes, d’une grande entreprise américaine au bénévolat dans différentes associations et fondations. En 2020, s’apercevant que toujours plus de rentiers seront amenés à prendre tout ou partie de leur prévoyance sous forme de capital, il a l’idée de mettre en relation les émetteurs de titres non cotés avec des experts de la finance. L’objectif ? Permettre à un large public de bénéficier de meilleurs rendements sur l’épargne. Il crée ainsi VMR Optimum SA et Rentamax.

Tikehau Capital is a global alternative asset management group with €43.2 billion of assets under management (at 31 December 2023). Tikehau Capital has developed a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital is a founder led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. Deeply rooted in the real economy, Tikehau Capital provides bespoke and innovative alternative financing solutions to companies it invests in and seeks to create long-term value for its investors, while generating positive impacts on society. Leveraging its strong equity base (€3.2 billion of shareholders’ equity at 31 December 2023), the firm invests its own capital alongside its investor-clients within each of its strategies. Controlled by its managers alongside leading institutional partners, Tikehau Capital is guided by a strong entrepreneurial spirit and DNA, shared by its 758 employees (at 31 December 2023) across its 15 offices in Europe, Middle East, Asia and North America. Tikehau Capital is listed in compartment A of the regulated Euronext Paris market (ISIN code: FR0013230612; Ticker: TKO.FP).

Lucas joined the Group in June 2023 as Investment Specialist for Private Debt strategies, based in London. Lucas has 12 years’ experience across consulting, private equity and credit, both in investing and business development. Prior to joining Tikehau, Lucas held a similar position at Alcentra within European Direct Lending.

ETC Group has been created to provide investors with the tools to access the investment opportunities of the digital assets’ and blockchain ecosystem. The company develops innovative digital asset-backed securities including ETC Group Physical Bitcoin (BTCE) and ETC Group Physical Ethereum (ZETH) which are listed on European exchanges including XETRA, Euronext, SIX, AQUIS UK and Wiener Börse. ETC Group launched BTCE the world’s first centrally cleared Bitcoin exchange traded product on Deutsche Börse XETRA and also listed DA20, the world’s first crypto ETP tracking an MSCI index.

Bradley Duke, Co-Founder and Chief Strategy Officer
Bradley has spent most of his career in regulated Financial Services as well as young technology companies. He worked for investment bank Jefferies at their offices in New York, Paris and London, and then at the trading powerhouse KCG in London where he headed the team at Knight Direct Europe. Bradley has always had a strong interest in nascent technology and his fascination with blockchain and crypto lead him to attend the Blockchain Strategy course at the University of Oxford – Said Business School, following which he became a founding member of the London Blockchain Foundation.