Money Summit - forbes.swiss

07.05.2025
PARK HYATT ZURICH

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07.05.2025

Forbes Money Summit 2025
Make It. Spend It. Invest It.

The Forbes family has been running the eponymous magazine for three generations. In over 100 years, Forbes has become one of the most iconic media brands in the world. This success comes, because Forbes can cover all aspects of money: making, investing, and spending it. All three areas are equally relevant to the idea of Forbes – as can be seen from the very different personalities of the three generations that have run Forbes magazine. Let’s take a look.

B.C. Forbes – Making Money
All he ever wanted was to become his own boss. But before he could do that, B.C. Forbes had to become one of his generation’s most prolific business journalists. In 1917, he finally started Forbes magazine, chronicling the lives of business minds and capturing the essence of business. Unknowingly, he managed to do just that in the very first magazine issue, writing: “Business was originated to produce happiness, not pile up millions.”

Malcolm Forbes – Spending Money
After joining his father’s company in 1957 and taking over in , Forbes went on to continuously grow the magazine. When not working, Malcolm Forbes lived an extravagant lifestyle: He collected art, Harley-Davidson motorbikes and owned a dozen Fabergé eggs. He also bought a private jet, Highlander yachts and a chateau in France. His 70th birthday, which he celebrated in Morocco, cost an estimated $2.5 million. What’s the use of money if you’re not spending it?

Steve Forbes – Investing Money
The third Forbes generation didn’t have to make money anymore, and he never shared his father’s taste for spending it. Rather, he has been heavily influenced by Benjamin Graham’s “The Intelligent Investor” and is a close friend of the most famous investor of our time, Warren Buffett. Steve Forbes once hosted a weekly podcast called “Intelligent Investing” and ensured that Forbes is a magazine that can tell you how to multiply what you’ve already made.

At the Forbes Money Summit 2025, we will follow in the footsteps of three Forbes generations and bring together the brightest entrepreneurs and investors from Switzerland and beyond to discuss how to make money (the right way), how to invest it (intelligently) — and how to spend it (wisely – or not). It will be an event full of insights into how to make the best use of your money. Don’t miss it!

07.05.2025

12:30 PM

Doors Open

1:30 PM

Programme

6:00 PM

Apéro

07.05.2025
PARK HYATT ZURICH

Alex Stöckl
Co-Founder & Partner,
Founderful

Alex Stöckl is the co-founder and partner of Founderful, a Zurich-based venture capital firm focused on Swiss startups. Since its launch in 2018, the firm has raised nearly 140 million CHF for its second fund. Stöckl envisions Switzerland as a global tech hub and prioritizes founders over branding. Founderful’s portfolio includes industrial tech and software startups like Wingtra, Depoly, and Saeki Robotics.

More about Alex Stöckl: DAS NÄCHSTE SILICON VALLEY

Marko Bjelonic
CEO & Co-Founder,
Rivr

Marko Bjelonic is the CEO and co-founder of Rivr, formerly known as Swiss-Mile, a Zurich-based robotics startup. Born in Yugoslavia, he later studied Mechanical Engineering in Germany and earned a PhD in Robotics at ETH Zurich. Under his leadership, Rivr developed "Milo," a wheeled-legged robot capable of navigating stairs and carrying heavy loads. The startup secured $22 million in funding, including investment from Jeff Bezos. Bjelonic aims to position Rivr as a key player in autonomous robotics, solving complex challenges in logistics and beyond.

More about Marko Bjelonic:«WIR LÖSEN PROBLEME, DIE NOCH NIE JEMAND GELÖST HAT»

Diana Diaz Castro
President and Founder,
Financing Technology for Sustainable Development (FT4SD)

Diana Diaz Castro is the founder and president of Financing Technology for Sustainable Development (FT4SD). Previously, she led the United Nations Principles for Sustainable Insurance, a role that earned her a spot on the Forbes Under 30 list in 2024. Now, the Colombian-born entrepreneur aims to drive transformative technologies and mobilize capital for emerging markets through FT4SD.

More about Diana Diaz Castro: DIANA DIAZ CASTRO

Richard Schäli
Chairman & Founder,
Camp Corvatsch / Investor

Richard Schäli started early: At the age of eleven, he founded Secanta Capital to manage the assets of others. Having started with retail investors and listed certificates, today Schäli services ultra-high-net-worth individuals (UHNWIs) through mandates. The student makes long-term investments in tech companies for his clients. Support comes from advisors that work in the family offices of his clients. In 2023, he started Camp Corvatsch, a gathering aiming to "bring together the world‘s most renowned entrepreneurs with exceptional young founders".

More about Richard Schäli: VERMÖGENSVERWALTER, SECANTA CAPITAL

Philippe A. Naegeli
Co-Founder & CEO,
GenTwo

Philippe Naegeli is the CEO and co-founder of GenTwo, a Swiss B2B fintech company enabling the securitization of virtually any asset. With over 30 years of experience in investment banking, corporate governance, and product innovation, Naegeli previously founded PAN Asset Management and served as CEO and Vice President of the Board at Forstmann & Co. USA. At GenTwo, he leads a global financial engineering network and launched the AssetRush event series. The company manages over $4 billion in Assets under Service. In 2024, he co-authored the book Assetization, exploring a $78 trillion investment opportunity.

More about Philippe A. Naegeli: UNLOCKING A $190 TRILLION OPPORTUNITY

Bekim Laski
Chief Investment Officer,
smzh ag

Bekim Laski serves as the Chief Investment Officer & Partner at smzh ag. In this role, he is responsible for the development of investment services and capabilities and has a pivotal role in shaping the company's strategy. With over 25 years of experience across the entire value chain of wealth & investment management, Bekim Laski has held senior positions at leading banks in Switzerland. His expertise spans client relationship management, the development of sustainable investment strategies, and the management of multi-asset portfolios.

Dorothée Borca Dumortier
CEO,
IG Bank

Dorothée Borca Dumortier is the CEO of IG Bank, where she drives sustainable growth by aligning product innovation with profitability. With over 20 years of experience across Swiss, European, and Middle Eastern financial markets, she blends traditional banking expertise with digital transformation. Educated at Stanford, Harvard, and HEC, Borca Dumortier is a frequent keynote speaker and advocate for diversity and future-readiness in finance. She’s known for implementing strategic frameworks that deliver measurable impact in complex environments.

Christian Stadil
Owner & Chairman,
Thornico Group

Christian Stadil is the owner and chairman of Thornico, a Danish conglomerate with around 130 subsidiaries in food, food tech, packaging, fashion, real estate, and venture capital. Founded in the 1990’s by Stadil and his father Thor, the group now generates around CHF 1.4 billion in annual revenue.

Guided by his “Company Karma” philosophy, Stadil prioritizes long-term value, social impact, and unique experiences. He is currently implementing a succession plan to pass ownership to his four children and ensure Thornico’s continuity across generations. Furthermore, Stadil is the honorary consul of Bhutan.