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Department of Finance

UZH Finance Roundtable 2025

CFO Insights on AI, Big Data and Impact on Investment Management

This year's first Finance Roundtable will take place on 6 February 2025 at the University of Zurich. A closed group of CFOs will be discussing AI, Big Data, and their impact on investment management.

The goal is to foster connections between CFOs and UZH and to establish a community of CFO at UZH at a prime location (Zurich) with the wide scope of excellent chairs of research & teaching including Finance.

The event was initiated by Dr. Patricio Ohle from FBXperts and is hosted by Prof. Walter Farkas of the Department of Finance. The goal is to foster connections between CFOs and UZH, particularly with family-controlled companies.

Program

Time: February, 6 February 2025, 09:30 - 16:30
Location: University of Zurich (UZH)

09:30

Welcome and introduction of participants and speakers at the roundtable by Dr. Patricio Ohle, Founder & CFO of FBXperts

09:45 Presentation: "Research, AI, and Finance" by Prof. Walter Farkas
10:30 Coffee Break
10:55

Presentation: "Sharing Experiences from Digitization and AI Strategy in Manufacturing" Martin Vesper, CDO of Pfeifer & Langen GmbH & Co. KG

11:55 Presentation: "Creating an AI and Customer Example & Benefits" by Sabrina Schenardi and Sven Beck, Co-founders of BLP Digital
12:20 Presentation: "Leveraging AI & Big Data in the Migros Setup" by Daniel Egli, CFO of Migros Industry

12:45

Lunch & Snacks

13:45 Presentation: "AI in Investment Decisions – Challenges and Opportunities" by Dr. Gabriele Susinno, Senior Client Portfolio Manager at Pictet Asset Management

14:15

Coffee Break

14:35

Panel Session:
  • Alexandre de Perregeaux, Founder & CEO of Intellyse ("GenAI einsetzen für Kostenreduktionen")
  • Luis Pachas Pardo, Area Head of Procurement Central Europe, Poland & Romania at Holcim ("Applying AI to implement cost savings in a cooperation")
  • Patrick Bichler, Head Digitization & Security and Michael Kobler, SAP Process Owner Finance of SFS Group ("Applying AI in a Family controlled business")

15:30

Panel Session: "How to use AI in Investments?"

16:30

Summary and outlook for the next meeting (Cybersecurity, Geopolitical Impact)
Followed by an Apéro

More information:

FBXperts: https://www.fbxperts.ch/

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