Archives: Agenda

Keaton Fonvielle is Head of Client Services at Atreo, where she leads client services strategy, project management, and operational delivery.  She brings more than 14 years of experience in RTSM across both CRO and technology organizations, with a background in project delivery, client leadership, team development, and operational transformation.  Keaton is particularly passionate about leveraging technology to make peoples’ lives better – creating positive experiences for clients, internal teams, and most importantly, patients.

• Understanding the key import compliance and documentation requirements when bringing products into the U.S.
• Navigating the different requirements that may apply depending on the product being imported
• Understanding the role of partner government agencies and when their requirements may come into play
• Knowing where to find the right guidance and which agencies or resources to turn to when questions arise

• Cutting through the hype, why now is the critical time to adopt
• Key challenges when dealing with AI: Limitations and “pitfalls” to avoid
• GenAI case studies and benefits for the Wealth Management sector

• An outlook of current macroeconomic trends and their impact on various asset classes
• Will 2026 deliver an Inflation Crisis?
• ECB unlikely to cut in December. Will a rebound in German growth in 2026 be enough to drag the EA with it?
• Market volatility, supply shocks and how investors should think about constructing portfolios to support growth and stability
• The AI Bubble Timeline: How should investors play this theme?

• Discussing bearish outlooks on US vs Swiss treasuries and tactical preference for Swiss bonds, gold, pension funds and tax
• The rise and fall of crypto and digital assets
• Examining the rise in sustainability-related investments in Switzerland
• Evaluating the role of alternative data in assessing the latest investment approaches against a backdrop of volatility and uncertainty
• Reinforcing significance of long-term value creation in investment strategies

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services