Forum in St. Moritz

Thursday 31st March – Saturday 2nd April

St Moritz pic
Simon Jacot de Boinod

Adeline Fong-Wilson


Adeline Fong aka Ady is currently the Principal of a freeze-dried food snack company, Know-Your-Fruit. LLC, in Portland, Oregon. While living in New York, she is a User Experience freelancer, and she consulted for Ford, Marriot, Honeywell, Chase, and the fashion and beauty industries.

Adeline was born in East Peninsular Malaysia. She speaks six languages from Mandarin, Cantonese, Hokkien, Malay, English, and Spanish yet finds French the hardest to learn. Any tips on learning French, s’il te plaît?

Simon Jacot de Boinod

Amit Bhalla

LONDON | Founder, MD | Unfair Advantage | Mergers & Acquisitions

Amit is the founder and Managing Director of Unfair Advantage in M&A. They help businesses build comprehensive decision making frameworks for achieving best practises during acquisitions or mergers. This is achieved through a range of bespoke, customised and tailored services. The goal is to equip leadership teams with customised tools and training resources to make their own bespoke decisions in any M&A situation. Our focus is always on “bespoke”, “customised” and “tailored”, reflecting the differences between people and organisations on their strategy, sector, culture, approach and people.

Simon Jacot de Boinod

Anthony Fluhr

GENEVA | Wealth Manager | Bordier & Cie

Anthony Fluhr is a Wealth Manager at Bordier & Cie. He operates in the European markets and has recently undertaken advanced studies in the Sustainable Finance sector. Anthony was born and raised in Switzerland and has been at Bordier & Cie for 13 years. He has lived and studied in the UK and is a keen golfer, football player and mountain lover.

Simon Jacot de Boinod

Ayesha Khanna


Dr. Ayesha Khanna is Co-Founder and CEO of Addo, an artificial intelligence (AI) solutions firm headquartered in California. She has been a strategic advisor on artificial intelligence, smart cities and fintech to leading corporations and governments. Ayesha serves on the Board of Infocomm Media Development Authority (IMDA), the Singapore government’s agency that develops and regulates its world-class technology sector to drive the country’s digital economy and power its Smart Nation vision. Ayesha is author of “Straight Through Processing” (2008) and co-author of “Hybrid Reality: Thriving in the Emerging Human-Technology Civilization” (2012).

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Bianca Bonaldo

MILAN | Senior Consultant | BDO International Limited

With over 20 years’ experience in advisory and transactions across Merger & Acquisitions, strategic advice, IPO’s and private equity, Bianca has developed high-standing relationships and a direct, in-depth knowledge of key companies and entrepreneurs operating in various industries. She has a broad network of contacts with Italian and international entrepreneurs in the consumer/fashion-luxury space, aspirational brands and retailers. She has a sound knowledge of luxury industry dynamics gained from transaction experience in the sector and working with a number of deals.

Christian Winkler

Christian Winkler

ST. GALLEN | Managing Partner | asc impact

Since 2021 Christian K. Winkler is a co-founder at asc impact, an owner-led firm that primarily manages sustainable investments in agriculture and forestry. asc impact establishes various impact funds. The first one invests in sustainable forestry in Sub-Saharan Africa, having a fund volume of up to 200 Mio. EUR. The second one invests in agriculture in Sub-Saharan Africa. The investment approach of asc is characterized by the deep involvement and active management of the investments and aims to ensure sustainable value creation operationally.
In 2020 Christian founded Winkler Venture Advisory GmbH to advise companies on venture capital, impact investing, and private equity projects.
Christian Winkler

Christina Schneider

ZÜRICH | Marketing Manager | Doris Hangartner

Christina is Swiss and based in Zurich. She is an international Marketing expert with work experience in Zurich, Singapore and London. Christina was leading Marketing campaigns for Switzerland Tourism for almost 10 years. In her current position as Marketing Manager at Doris Hangarter AG, a private jeweller focusing on coloured gemstones, she leads the Marketing department including the national and international strategy, manages strategic partnerships and promotes Gem Portfolios as an investment opportunity.

Simon Jacot de Boinod

Daniela Herrmann

ZÜRICH | President and Founder | Topan and MapuFi

Daniela Herrmann, a serial entrepreneur, is the founder of the Topan® Ecosystem and president and founder of Topan® AG ( and Topan MapuFin® AG ( and sits on the advisory boards of young growth companies in AgriTech, FinTech and Retail.

Simon Jacot de Boinod

Daniela Schlawin

LIMASSOL | Managing Director | Wojnar International

Daniela, based in Limassol, Cyprus and Vienna Austria, is the Managing Director of one of the largest food producers in Austria, exporting to Europe and USA, responsible for overall financials and trademarks. Prior, she worked at Deutsche Morgan Grenfell in Vienna and Frankfurt in proprietary trading. Prior, she collected work experience in the tech-oriented environment of e-learning. As an Austrian, her native tongue is German. She is fluent in English and basic Italian, French and Greek. Daniela holds a graduated in Applied Informatics.

Simon Jacot de Boinod

Daniela von Siebenthal

SOTO GRANDE | Director | Kinled Holdings

Daniela is the granddaughter of renowned Swiss optical instruments inventor Dr. Heinrich Wild, the founder of Wild Herrbrugg AG and the SWX-listed Swiss Wild-Leitz, both of which companies merged into Leica Holding in 1990. Today, Daniela primarily focuses on raising funds for groundbreaking medical research on behalf of the Central European Biotech Incubator & Accelerator (

At Kinled Holding, Daniela identifies and invests in successful medical innovation ventures. Recent businesses she has financed include Medina Medical Inc., a neurological device manufacturer (sold to Medtronic in 2016) and KB Medical SA, a spinal surgery robotic system (sold to Globus in 2018).

Simon Jacot de Boinod

Danielle Seatter

LONDON | Early Years Author & Founder | Eco-Able

Dani is a former early years professional who has combined her passion for both the environment and education into her sustainable business Eco-Able Ltd, her eco children’s book and educational resources.

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Denis De Pentheny O’Kelly

GENEVA | CEO | FinLab Solutions

Denis de Pentheny O’Kelly, the Chairman of the board of directors and the CEO of the FinLab Solutions SA: An experienced executive manager and entrepreneur with over 45 years experience in operations and management. A strong business development, marketing and services professional with expertise in information technology, telecommunications and software solutions development for Asset Management encompassing all investment instruments including, Hedge Funds, Mutual Funds, Private Equity, Equities, Bonds, Options, Futures, Commodities, etc. Extensive international experience across Europe, Africa, the Middle East, Asia Pacific and North America.

Doris Hangartner

Doris Hangartner

ZÜRICH | Founder | Doris Hangartner AG | Fine Jewellery

Over the years, Doris has gleaned in-depth knowledge of the international jewellery business, working for a number of prestigious companies, where her responsibilities covered grading, valuation, purchasing, merchandising and sales for gems, diamonds and pearls, as well as antique, vintage and estate jewellery. She has participated in high-end jewellery auctions in Los Angeles, St. Moritz and Zürich. Doris has also run private jewellery sales worldwide, including in London and Palm Beach. These experiences complement her exquisite taste in fine gem selection, trustworthy valuation, and sophisticated jewellery design.

Doris Hangartner

Elizabeth Linder

LONDON | Founder & CEO | Brooch Associates

Throughout her entire career to date, Elizabeth Linder has never held a position with an existing job description.  Specializing in modern diplomacy and policy development, Elizabeth has served as Facebook’s first “secretary of state” and originated the Chief Diplomatic Officer role at the board-room level.  Most recently, she founded Brooch Associates, a global advisory firm led entirely by women.

A California native and Princeton graduate, Elizabeth is based in London.  She has physically worked with national-level government leaders in 57 countries

Doris Hangartner

Ernesto Costa Platero

ZÜRICH | Head of Private Equity Investments | BlueOrchard

Ernesto is Head of Private Equity Investments at Swiss impact fund manager BlueOrchard, a member of the Schroders Group, where he makes equity investments in Emerging Markets in the financial services and fintech/insurtech sectors. He is based in Zurich.
Prior to that, Ernesto has spent most of his 30+ years career in Investment Banking and Structured Credit at Goldman Sachs (London), HSBC (London and Madrid) and Credit Agricole (Madrid). He has also served as CEO of a financial institution in Spain.
Ernesto is currently a director of one of the largest insurers in Nigeria, Royal Exchange General Insurance, and Agritask, an Israeli agtech company.
Doris Hangartner

Fabio Blom

LONDON | Principal | Family Office

Fabio Blom has been successfully managing and investing his family wealth for the past 14 years. Prior to that he has developed and maintained a diversity of profitable business relationships in the financial (amongst which JPMorgan and Credit Suisse) & industrial (Sisal SpA world. Fabio is a co-founder of Mountain Labs AG (, a Swiss-based early-stage incubator, direct investor and corporate finance vehicle, supporting entrepreneurs and investors from day one through exit.


Francesca Ariani

ST. MORITZ | Tourism | St. Moritz

Details to be confirmed

Doris Hangartner

François von Engelbrechten

GENEVA | Gérant | Bordier & Cie

François joined Bordier & Cie, Banquiers Privés, on 1st October 2021 to manage and supervise the assets of Swiss & European High Net Worth Families. Prior to joining the Bank, he gained extensive experience in wealth management and private equity, advising international investors at Credit Suisse, UBS, Julius Baer and Dominicé & Co. François obtained a Master of Sciences in Global Banking and Finance from the European Business School of London. François is 41, Swiss and married to Véronique. Together they have three children (3, 2 and new-born) and live in Geneva, Switzerland. He works in English, French, German and Italian.

Doris Hangartner

Geoffrey Hooper

NASSAU | Chairman | The Winterbotham Trust Company

More than 30 years ago, Geoffrey Hooper set up a financial services business in Uruguay focusing on Latin American markets. In 1994 he established the head office of The Winterbotham Trust Company Limited in The Bahamas, having obtained banking and trust licences. From humble beginnings, the business today employs some 140 worldwide and is headquartered in Nassau, with subsidiaries in Uruguay, Cayman and Hong Kong as well as a subsidiary bank in San Juan, Puerto Rico and a centre for outsourcing in Chennai. Winterbotham is a merchant bank working with entrepreneurs, their companies and families to support their cross-border ambitions around the world.

George Seatter

George Seatter

LONDON | Founder | Vizion Private Clients

George is a serial entrepreneur in the High Net Worth (HNW) Insurance Sector. He spent 10 years running Green Park Insurance Services as part of the Stackhouse Poland Group, growing them from a new start-up into one of the UK’s leading HNW insurance brokers. George has been heading up the insurance business for Savills Private Finance but recently combined this role with a new position as Founding Partner at Vizion Private Clients. Vizion is seeking to redefine the UK insurance market – providing support and start-up finding to individuals with their own client banks and connections, and encouraging them to build their own business under the Vizion Partnership.

George Seatter

Gerald Schachner

VIENNA | Partner | bpv Hügel

Gerald is a Partner at bpv Hügel, a leading law firm in Austria. He is dual qualified as a tax advisor and an attorney at law with a ‘Big Four’ background. He heads the firm’s tax practice. He is Head of Lounge Vienna of the Tax & Legal Excellence Network in the DACH region. His practice focuses on tax and corporate work, in particular advising on tax audits, high-stake tax disputes (including fiscal criminal tax disputes), representing in tax court, rulings, complex multi-jurisdictional cross-border transactions, holding structures, private foundations and trusts. He also advises on relocations of corporates and individuals.

Harry Stirk

Harry Stirk

LONDON | Founder and Director | Stirk Law

Harry is founder and director of Stirk Law, a law firm based in London. It advises on litigation strategy across a range of complex and high-value disputes including those involving fraud, trusts and reputation protection in multiple jurisdictions. It also advises on commercial and corporate arrangements, employment and private wealth issues in the UK and internationally. Prior to founding Stirk Law, Harry worked at top tier law firms in London, Jersey and Guernsey. He is a CEDR accredited mediator, judge of the National Students Negotiation Competition and proud patron of the Stirk Law polo team.

Harry Stirk

Helen van der Zalm

LONDON | Charitable Enterprise

As I grew up my father introduced me to dinghy sailing which became my passion.  I would spend every non school hour either working on my little boat or studying how to make it go faster.

At university this developed into an additional love of team racing sailing dinghies, a passion that has stayed with me although I’m more of a spectator these days, preferring to sail on bigger and slightly less physical boats.
I am passionate about early years education and keeping girls in school around the world.  I co-ordinated the volunteers for a global charity focussed on these two elements while we lived in Hong Kong.
Robert and my married life has taken us to many countries and I have always thrown myself into the local experience, loving languages, people and new and unusual experiences in places such as Taiwan, Russia and Thailand.
Simon Jacot de Boinod

Hilgon Van Breda

ZÜRICH I Founder, CEO I SwissInc Limited

SwissInc is a specialised Swiss real estate investment boutique providing international and local investors with an end-to-end full-service partnership from acquisition to exit. Our reputation has put us in asuperior position to acquire the best off-marketopportunities and navigate the notoriously challenging Swiss market.  Our in-house refined processes are backed by the latest PropTech to perform ongoing development, value enhancement, asset management, assessing and mitigating all risksThis led to our 15-year track record of achieving an average IRR of 13% and zero investor losses over 45 transactions. 

Hilgon qualified as a CA and FCMA with EY, then pursued a banking & financial services career.  He led a successful management buyout from ABB in Zurich, co-founded enValue AG developing strategic business decision support technology forming the base for SwissInc’s PropTech.

Simon Jacot de Boinod

Isabelle Camborne de Lucy

ZÜRICH | Partner, de Lucy’s & DL Capital

Born and raised in the United Kingdom, to a French mother and English father, Isabelle graduated from Newcatle University with a languages degree before spending several years in the hotel industry. 12 years ago she founded de Lucy’s, now the leading property management firm in the Pays d’Enhaut and Saanenland regions of Switzerland.
Isabelle now splits her time between running 35 HNWI accounts at de Lucy’s, looking after three over-active children and acting as a partner in DL Capital, her’s and her husband’s real estate investment vehicle.
Simon Jacot de Boinod

James Forrester

LONDON | Global Vice President | VMware

James Forrester is Vice President and Worldwide Technical Leader, Cloud Sales at VMware. He is responsible for leading VMware’s Cloud Sales technical community to help accelerate customers’ journeys to the cloud and modern applications across VMware’s and partners’ cloud platforms. Prior to VMware, James spent almost five years with Amazon Web Services, most recently as Head of Technology for Global Accounts. Before that, James spent 17 years leading enterprise financial services technology teams globally, including application development, operations, and enterprise architecture functions.

Simon Jacot de Boinod

James Maltin

LONDON | Founder | Ridgeway Investment Management

Ridgeway Investment Management specialises in wealth management for private clients, trustees and charitable foundations.

James is a fellow of the Chartered Institute for Securities and Investment, holds a joint honours degree in Philosophy and Theology from the University of Durham, and a Masters in Finance from London Business School.

Simon Jacot de Boinod

Jamie Metzl

NEW YORK | Founder | OneShared.World | Declaration of Interdependence

Jamie is a novelist, blogger, columnist, commentator and expert in Asian affairs and biotechnology policy. He has served as Executive Vice President of the Asia Society, Deputy Staff Director of the U.S. Senate Foreign Relations Committee, Senior Coordinator for International Public Information at the U.S. State Department, Director for Multilateral Affairs on the National Security Council, and as a Human Rights Officer for the UN in Cambodia.

Simon Jacot de Boinod

Jan Brucker

ZÜRICH | Managing Director | Swiss Deluxe Hotels

Details to be confirmed

Jan Butruk


Details to be confirmed

Simon Jacot de Boinod

Jarmila Goaziou

VIENNA | Managing Director | Geotechmin

Jarmila started her career in her parents’ family business in the aviation industry, a business that was later sold. After a career in investment banking in London and private banking in Vienna, she established a multi-family office in Vienna with focus on wealth management and direct investments for a few selected UHNW families. In addition, she holds a Managing Director’s role in the holding company for a single UHNW family focused in the copper-mining sector in SEE. Jarmila holds a Master’s Degree in engineering from Cornell University and a Master’s Degree from the London Business School. In addition, she is a FFI certified wealth advisor and TEP as well as being a qualified member of STEP.

Simon Jacot de Boinod

Jerome Rubin-Delanchy

ZÜRICH | CEO | ATU Advisory Services

Jerome Rubin-Delanchy is the CEO of ATU Advisory Services AG in Zurich, Switzerland, a member of ATU Group and the Swiss Rep office of ATU’s operation in the British Virgin Islands. A French national, Jerome holds a master’s degree in Management from the Institut Superieur Europeen de Gestion of Lyon. He started his career in Financial Services in the early 2000’s, as a Wealth Planner in Geneva, assisting High Net Worth individuals in structuring their cross-border transactions and implementing their succession plans.

Jerome has been actively involved in the BVI Financial Industry, having acted as Chair of the Association of Registered Agents from 2012 to 2015 and board member of BVI Finance in 2018. He also sat on several industry groups such as the Financial Services Business Development Committee, (FSBDC) the Joint Anti- Money Laundering and Terrorist Financing Advisory Committee (JALTFAC) and was appointed a member of the Non-Profit Organization board by the BVI Government from 2018 to 2020.


Jessica Fellowes

LONDON | Author, Journalist & Public Speaker

Jessica Fellowes is an author, journalist and public speaker. Jessica is well known for her work as author of five official companion books to the globally successful television series and film Downton Abbey, various of which hit the New York Times and Sunday Times bestseller lists. Former deputy editor of Country Life and columnist on the Mail on Sunday, as well as regular contributor to the Daily Telegraph, she is now author of a  bestselling 1920s crime series, The Mitford Murders, which has been nominated for awards in England, Germany, Italy and France. Jessica has spoken at events across the UK and US, and has made numerous appearances on radio and television.

Jonathan Aeberhard

Jonathan Aeberhard

LONDON | CEO | G.A Group

Jonathan leads the G.A Group of companies, a privately-owned, integrated design consultancy founded in 1984 and headquartered in London with offices in Budapest, KL, Shanghai and most recently – New York. 
G.A’s core lies in luxury hospitality interior and architectural design, for which we have won numerous awards on prestigious projects such as W Shanghai, The Corinthia London, W Taipei, St Regis Osaka, St Regis Langkawi and Park Hyatt Mallorca, amongst other projects.
The company has diversified from this base to have distinct operations in architecture and master-planning, residential interior design, award-winning branding and advertising consultancy and product design. 
With our unique “Resonance” process, we are increasingly acting as lead consultant on highly complex projects, providing multi-disciplinary teams across geographies that execute creative works across a range of touch-points.

Jonathan Aeberhard

Jonathan Toretta

ZÜRICH | President | TEO Global [Technologies]

Details to be confirmed

Jonathan Aeberhard

Julie Gal

NEW YORK/TEL AVIV | Documentary Film Director and Producer

Juliet Y Gal (Julie) is a documentary film director and producer and an independent investor. She was born in Israel and spent her early childhood in Salzburg, Austria and in New York city. She worked at ICM in New York, a leading talent agency. Julie established Galex, a NY-based media company and launched one of cable TV’s earliest series, focusing on the Middle East. Galex has produced award-winning films for PBS, Discovery Channel and for International distribution. Julie is currently focusing on private investments and philanthropy, she is also very involved in the Transitional Justice program at the Hebrew University Law Faculty, which she founded.

Jonathan Aeberhard

Karen McGlashan

ZÜRICH | Head of the Creative Department | Doris Hangartner

Karen is now based in Zurich but is originally from Scotland. She has worked extensively in Asia, in The Philippines, India, Kong Kong and Singapore in the two very different sectors of jewellery and property. She is currently Head of the Creative Department at the Zurich based private jeweller Doris Hangartner AG, where she is involved in their gem selection process and subsequently in the design and production of wonderful pieces of jewellery.

Kevin Greenleaves

Kevin Greenleaves

LONDON | Chief Executive | Virgo Stone

Kevin is the founder of Virgo Stone, a global Leadership Advisory firm considered thought leaders, both in leadership design and behavioural change They are engaged to work on the leadership challenges faced by executives, companies, family offices and governments. These are broad in nature but include the dynamics of family succession, developing executive leadership skill, the functioning of boards and executive teams, acquisition or disposal challenges, the start-up of new ventures and designing leadership interventions in difficult circumstances.

Simon Jacot de Boinod

Lara Holliday

LONDON | President & Founder | Tide Risers

Lara Holliday is a coach, creator, and community-builder, and the Founder + CEO of Tide Risers, a deliberate community for women leaders. She specializes in helping women own their roles as leaders and is known for her ability to help people uncover hidden barriers, get unstuck, and uplevel their lives professionally and personally. Lara also offers speaking engagements and workshops focused on issues that affect female professionals. Her thought leadership challenges perceptions about management, re-orients the work/life balance conversation, and leads people through a framework to establish their own, authentic definition of success.

Liz Klein

Loriann Lippy

LOS ANGELES | OSEA Member | Angel Investor

Loriann Lippy is a OSEA Member located in Southern California. Former Western Regional Sales Manager for Ingram Micro and Finance Manager for Apple Computer. 

Liz Klein

Lukasz Butruk

WARSAW | CEO | Imaginarius PTE

Lukasz began his career at the Medical University of Warsaw, where he qualified as a Doctor in 1995. Following his qualification he was integral to the inception of Nepentes JSC, of which he was CEO. His time at the helm saw the start-up grow to a value of $150 million and then its eventual sale to Sanofi Aventis, where he remained for two years post sale to shape and advise the business. Lukasz is currently CEO of Imaginarius PTE where his role in South East Asian Investment is within the Private Equity and Venture Capital spheres, with the main focus remaining on healthcare and new technologies; particularly Fintech.

Marc Herring

Marc Herring

NEW YORK | Founder & CEO| Herring Media Group

HMG is an international communications, design and production consultancy recruited by commercial property owners and brand marketers to advise on the use of intelligent digital displays and other emerging architectural media technologies. Marc studied Fine Arts at the University of Texas, Austin and went on to create large-scale visual installations that were first commissioned in the early 90s. Working in-house with what was then the world’s largest advertising agency and the world’s largest outdoor media group, he launched the first international network of digital media installations using billboards and buildings as variable messaging displays.

Liz Klein

Marina De Pentheny O’Kelly

GENEVA | Senior Associate | JP Morgan

Marina de Pentheny O’Kelly, Senior Associate with JP Morgan (Suisse) SA:Master Degree – Accounting, Audit & Reporting. A senior manager with over 20 years extensive experience in Master Degree – Accounting, Administration, Control, Finance, Banking, Business Analysis and Project Management.

Liz Klein

Marijana Jakic

ST. MORITZ | Brand Manager |  Engadin St. Moritz Tourismus Ltd | Tourism

Marijana Jakic is Brand Manager of the brand St. Moritz and Member of the Management Board at Engadin St. Moritz Tourismus Ltd. and responsible for the development, implementation and execution of the brand strategy.

Having grown up in St. Moritz, her current role as Brand Manager St. Moritz is both a profession and a vocation for Jakic. Following the guiding principle “People shape brands”, she consistently focuses on the long term brand development and brand management, with expanding the target groups and reaching out to new “St. Moritz generations”. She is actively supported by her international team, which shares the same vision. Together, the “St. Moritz” brand is thus raised to the next level and opened up to a younger generation. For me, it is an honor to work with my team to raise the “St. Moritz” brand to the next level, where we interpret the tradition in a sustainable and fresh way. Before joining the St. Moritz brand, she was in different management positions in the banking industry in Zurich and London.

Liz Klein

Matthias Schulz

ST. GALLEN | Partner | asc impact

Matthias is a former partner at Linus Finance. He has successfully launched several BaFin-regulated funds as CFO of Linus.

Previously to Linus Finance, he worked at BCG and gained experience with Luxemburg entities.

Matthias holds a PhD in law from Bucerius Law School and is fluent in German and English.

Simon Jacot de Boinod

Michael Meehan

LONDON | Chairman | UK Sustainable Investment and Finance Association

Michael is the co-founder of the Forum for Impact, and is a board member, investor, and advisor in ESG finance. He is currently chairman of the UK Sustainable Investment Association, a consortium of sustainable investors based in London with over £11 trillion in assets under management. Michael is a also trustee for Global Canopy focused on moving the world towards a deforestation-free economy, and serves on the boards of ESG funds in Canada, US, Asia, and Africa with a particular focus on indigenous issues, inclusion, and energy transition. As the former CEO of the Global Reporting Initiative (GRI), Michael has over 20 years experience in ESG finance and sustainability and has worked with the White House, the United Nations, the World Economic Forum and serves as a special advisor to financial institutions, investors, and companies around the globe with a mission of building a better world by leading with impact.

Natalija Lacmanović

Natalija Lacmanović

ZAGREB | Partner | Lacmanović

Natalija Lacmanović is a partner in Law Office Lacmanović, based in Zagreb, Croatia. She has extensive experience in advising foreign investors. Natalija has advised investors and banks on a whole range of legal areas (real estate, M&A, corporate, commercial, banking and finance transactions, and insolvency and restructurings). She is ranked as one of the leading lawyers in Croatia by IFLR1000 and The Legal 500. Her special focus is on complex transactions. Natalija is also a Co-Chair of the Creditors’ Rights Subcommittee of the Insolvency Section of the International Bar Association.

Natalija Lacmanović

Nina von Steuben

ZÜRICH | Private Investor

Nina spent her early life in Germany and studied for a degree in Marketing and Communication. This led to a career as a Public Relations Consultant in International Healthcare, mainly working for agencies in the WPP Network (Ogilvy&Mather and Hill&Knowlton) but also for Burson-Marsteller. Nina moved to Switzerland in 2006 and has undertaken projects in property development, property management and interior design as well as studying “Advanced Studies in Applied History” at the University of Zurich.

Nina is mother to three boys and enjoys traveling, literature, music and art.

Simon Jacot de Boinod

Nino Zaridze

NEW YORK | Founder and Creative Director | NZR Jewellery LLC

Born and raised in Tbilisi, the capital city of the Republic of Georgia, I immigrated to the US, just before civil war broke out in Georgia.  I was afforded the opportunity to study in the US and then after graduating, getting married and having my first child, in 1995, I founded and ran a Montessori School for eighteen years. In 2013, my passion for jewelry design and precious gems pivoted me from education to jewelry design.  Today, I design and manufacture bespoke one-of-a-kind jewelry using diamonds and other precious stones.

Orna Shulman

Orna Shulman

NEW YORK | Founder | OLS Ventures

Orna runs an investment advisory and real estate investment fund. She is currently a partner in emerging ‘Star Digital’, an investor in crypto-currency, security tokens and digital assets. She is also a GP in the largest Israeli crowd funding firm, Our Crowd. Previously in her career, Orna was the Executive Vice President and General Counsel and, subsequently Chief Operating Office, of Intertech Corporation, a private investment firm, from where she initiated the development of 4 million square feet of office parks, retail centers and residential communities. At Intertech Corporation, the private equity portfolios exceeded $800 million in value.

Parag Khanna 2

Parag Khanna

SINGAPORE | Managing Partner | FutureMap

Parag is a leading global strategist, world traveler and best-selling author. He is a Senior Research Fellow in the Centre on Asia and Globalisation at the Lee Kuan Yew School of Public Policy at the National University of Singapore. He is also the Managing Partner of Hybrid Reality, a boutique geostrategic advisory firm, and Co-Founder & CEO of Factotum, a leading content branding agency. Parag’s latest book is ‘Technocracy in America: Rise of the Info-State’ (2017). He has also written a trilogy of books on the future of world order – ‘The Second World: Empires and Influence in the New Global Order’ (2008); ‘How to Run the World: Charting a Course to the Next Renaissance’ (2011); and ‘Connectography: Mapping the Future of Global Civilization’ (2016) – and co-authored ‘Hybrid Reality: Thriving in the Emerging Human-Technology Civilization’ (2012).

Patrick Aisher

Patrick Aisher

ZÜRICH | Chairman | Kinled Holdings

Patrick is an Anglo-Austrian serial entrepreneur who has been active in early stage businesses since 1990. Throughout his career, he has created and invested in over fifty businesses, exiting twelve via IPO (in London, New York, and Madrid) and twelve via trade sale/licensing deal. Patrick is Chairman of Kinled Holding, a Hong Kong-based private investment company established in 1924, with offices in London, Shanghai, Vienna, and Zurich. Kinled holds a portfolio of more than 50 companies in the life sciences, digital and financial technology industries. He is a Founder/Partner in five independently-managed funds in Boston, London, Monte Carlo, Vienna, and Zurich with $300M AuM, and is a member of the Swiss Corporate Finance and Private Equity Association.

Patrick Aisher

Patrick Michaels

ZÜRICH | Chairman | Zuri-Invest AG

Patrick,  a Swiss citizen, is the Chairman of Zuri-Invest AG and the Chairman of Asty Capital AG in Zurich, Switzerland. Patrick has been involved in numerous financings of gold mines in North America as well as various other countries and is a well-respected financial adviser and fund manager throughout Europe. Patrick has extensive experience in the fields of mining finance, fund management and asset allocation.

Patrick Aisher

Peter Kirkegaard

ZÜRICH | CEO | IMT Microtechnologies

Peter is the CEO of IMT Microtechnologies based in Zürich, Switzerland. He has 25 years management experience in driving and implementing innovation in nanotechnology, life sciences and high-end photonics.

As an experienced innovation driver and forward thinker and with an extensive network in the European Photonics and Life Science industries, he acts in deal-origination and as strategic advisor for SMEs in this field.

Patrick Aisher

Radek Pokorny

PRAGUE | Private Investor 

Radek Pokorny is founder and majority shareholder of the successful law firm Pokorny, Wagner & Partners in Prague, Vice-Chairman of the Court of Arbitration, and a big supporter of European integration.  Shortly after the fall of communism, he received the opportunity to start working in the Czechoslovak Federal Assembly as an assistant. Afterwards worked as an associate for JUDr. Pavel Rychetský (today the 3rd President of the Constitutional Court of the Czech Republic) for three years and immediately afterwards in 1996 founded his own law firm. Today, he is an established personality in the highest levels of Prague business society and an active philanthropist within his home country.

Simon Jacot de Boinod

Raphael Roettgen

ZÜRICH | Managing Director | E2MC

Raphael Roettgen is the managing partner of E2MC Ventures, a space-focused early-stage venture capital firm. He lectures on space entrepreneurship and finance at several universities including the International Space University (ISU) and the Swiss Institute of Technology at Lausanne (EPFL), hosts the popular Space Business Podcast, and is the author of “Hoch Hinaus”, an introductory book on the space economy, currently available in German and forthcoming in English and Portuguese. He is a frequent speaker at conferences.

Simon Jacot de Boinod

Robert Cohen

TEL AVIV | Managing Partner | Benson Oak

Robert has 25 years of experience in investment management and investment banking. He is the Managing Partner of Benson Oak, a highly successful central European investment firm which he joined in 1996. Robert served on the Boards of several investee companies, including AVG, one of the global leaders in cyber security, where he handled strategic financing issues for the company and executed its first corporate acquisitions. He has previously managed Benson Oak’s corporate finance advisory business with a broad range of responsibilities including leading M&A advisory, private-equity financings, domestic and international capital market fund-raising and general management advisory.

Simon Jacot de Boinod

Robert van der Zalm

LONDON | Founder | Global Frontier Group

Robert is co-founder of Global Frontier Group. He has 28 years’ finance management experience in Energy, Mining, and Metals, working for Shell, BHP Billiton and Noble Group.

Global Frontier Group is a private project development firm that takes initiatives with a strong sustainability impact from concept to market. With over 270 years of combined experience, the GFG team provides a diverse set of enterprise-level services including finance and investment, product development, and corporate services.

Simon Jacot de Boinod

Simon Jacot de Boinod

LONDON | Founder | Forum

Simon Jacot de Boinod is the founder of Forum, a global network of principals and experts, all personally invited to join by members of the Advisory Board. There are five membership chapters: London; New York; Singapore, Dubai and Vienna, with additional members residing in 20 further cities worldwide. The membership is deliberately eclectic in its mix – a peer group [male & female] drawn from the senior échelons of the business community and family offices with journalists, economists, politicians, public speakers, academics, designers, writers and those working in the arts also included within the number.


Stephanie Sadjak

LONDON | Director | nobl Marketing & Sales | Sales & Business Development

Stephanie Sadjak is managing director at nobl marketing & sales, a business development agency which she founded 5 years ago. She acts for clients both in the DACH region and in the UK. Stephanie specialises in providing strategic advise to luxury and lifestyle clients on how to grow their businesses through expanding their network and orchestrating targeted campaigns.

Stephanie has been a partner in Forum since 2018 and is responsible for both the sponsoring and partnership agreements, as well as creating unforgettable events for its members.

Steven Hirth [2]

Steven Hirth

NEW YORK | Founder and Principal, S. H. Hirth & Associates

Steven is the Founder and Principal of S.H. Hirth and Associates, an international merchant banking boutique modeled after pre-World War II European merchant banks His family office concentrates on North and Central American real estate and global private equities. SHH&A co-invests with HNWI and family offices in domestic and international small-to-medium size companies and funds seeking capital (human and financial), strategic services and ‘matchmaking’.  It is modeled after pre-WWII European merchant bankers. The firm is agnostic in the sectors in which it co-invests, except it does not invest directly in weapons, alcohol nor in certain countries.

Tim Downing

Tim Downing

LONDON | Owner | Pygott and Crone

Tim has over 30 years’ experience in the UK and East Midlands Property and Business community and is a Senior Partner with Pygott and Crone – a leading and award winning Property Consultancy with 14 offices across the UK and 600 associated offices worldwide. The agency was recently voted Best UK Estate Agency by the Sunday Times.

Tim specialises in the acquisition and sale of commercial and residential property, property investment and asset management, and building investment portfolios for sports professionals.

Tim Downing

Thomas Camborne de Lucy

ZÜRICH | Founder | Bricksave

Tom is the founder of Bricksave, a world leading real estate investment platform that utilizes technology to allow any, anywhere in the world to build a globally diversified real estate portfolio.
Over the past 14 years Tom has also been an active early stage investor both as a part of Kinled Holding Ltd, where he participated in move the 40 direct investment deals, and as a private investor with a portfolio of over 28 direct investments across the Fintech, real estate, Hospitality and life science sectors.
Most recently he was a founding partners of Mountain Labs, one of Switzerland’s newest and most exciting early stage Co-Investment vehicles.
Tim Downing

Veronica Setola

ZÜRICH | Senior Director | Novartis Pharma

Veronica is a Senior Director in global patient safety in Oncology at Novartis Pharma in Basel, one of the top 5 pharma companies in the world. She has over 10 years of experience in multinational pharma companies including United Biosource Corporation (Geneva) and Vifor Pharma (Zürich). Prior to working in industry, she dedicated 15 years of her academic career to the field of Neuroscience leading to the identification of a novel protein, axonal-SMN, potentially involved in the pathogenesis of Spinal Muscular Atrophy. Her last experience in academia was at the École Polytechnique Fédérale de Lausanne (EPFL, Lausanne) where she carried out research on gene therapy to tackle neurodegenerative diseases as a post-doc.

Werner Aeberhard

Werner Aeberhard

LONDON | Chairman and Founder | G.A Group

Werner is a dual British and Swiss citizen, based in London.

A graduate from the Hotel School in Lausanne, he worked in senior positions with global hotel chains before starting his own business, G.A Design, thirty years ago, combining practical hotel operations skill with design and planning of hotel projects. The G.A Group now encompasses five operating divisions and offices in London, Budapest, Kuala Lumpur and Shanghai.

Werner Aeberhard

William Herring

NEW YORK | Science

William Herring is a Political Science student in his senior year at Quinnipiac University. He has worked on national and state level elections and recent public health awareness programs, where he developed tactical media activations for community outreach. Will is also a journalism intern covering business in Connecticut and is published regularly. He is currently working with a digital media studio in Darien, CT on advanced communications solutions and is considering a career in National Security and International Affairs.

Werner Aeberhard

Xandra Laskowski

LOS ANGELES | Startup Advisor/Founder and CEO of OSEA Angel Investors

Xandra is a start-up advisor with over 25 years of entrepreneurial experience with large multinational tech companies as well as with start-ups as founder, investor, advisor and board member. She has held positions as Worldwide Commodity Manager and National Major Accounts managerial roles before moving into the Angel Investment and startup worlds. She founded OSEA Angel Investors in 2017, a woman focused angel investment group based at the UCI Cove, University of Irvine, California. OSEA Angel Investors is an investment partner with Tech Coast Angels, Titan Angels (CSUF) Angel Syndication Network and Family Office Networks. Through Xolas, Xandra provides start-up consulting assisting entrepreneurs in producing their “Start-up Roadmap”.

Werner Aeberhard

Yvonne Lemus-Bosu

LOS ANGELES | Founder & CEO | Six Dragonflies Investment

Yvonne works with socially-conscious, high net worth investors who seek a high return on investment and who desire to leave a legacy of positive social change. As the founder and CEO of Six Dragonflies, she has focused on creating a more equality-based entrepreneurial ecosystem, leading a force of successful entrepreneurs, who in turn will leave a positive impact on the socio-economic conditions within their communities. Her objective is to bridge talent with opportunity by way of championing and mentoring under-represented, global entrepreneurs to positions of success.