OC Investment Luncheon: Is your portfolio too American?
Wed, Jun 24
|Newport Beach Country Club
Dr. Pascal Köppel, CIO of Vontobel Swiss Financial Advisers, makes the live case for non-USD investment strategies and shows you exactly how to de-risk without abandoning what's worked. Newport Beach Country Club. Luncheon included. Use Password LUNCH26SFA to sign up.
Time & Location
Jun 24, 2026, 11:30 AM – 1:30 PM
Newport Beach Country Club, One Clubhouse Dr, Newport Beach, CA 92660, USA
About the event
For more than a decade, a USD-heavy portfolio was a sensible default. US equities outperformed. The dollar held its safe-haven status. Today many are questioning this. The case for international exposure has never been more relevant, or more personal, for high-net-worth individuals and business leaders in SoCal.
Dr. Pascal Köppel has been thinking about exactly this. As CIO of Vontobel SFA, the largest SEC-registered investment adviser headquartered in Switzerland, he leads a team managing cross-border portfolios for US private clients every single day. This is not a theoretical exercise. Expect a frank, highly interactive session followed by open Q&A over lunch about de-risking your portfolio. Seats are imited.
A live market read
Dr. Köppel's current view on global economics, and where he sees opportunity in 2026, non-USD investment strategies and how to de-risk your portfolio.
Real answers, intimate room
Small format so you can get your specific questions answered.