Rudolf Bohli, founder & CEO of RBR Capital Advisors, has successfully run long short European equity strategies for over 15 years. In 2014 RBR Capital started to extend its activities into shareholder activism. The first three campaigns produced a net return +164% (CAGR of 37%) over the last three years. In their latest campaign RBR Capital proposes to digitalize the wealth management business of Credit Suisse. Rudolf is convince that the timing is right to revolutionize the banking system. Rudi expects that a first mover will be able to take a significant share of the 4trn market cap banking sector. Prior to founding RBR Capital, Rudolf was head of research at a leading boutique broker.
"RBR is convinced that the banking sector is ready for digital disruption. Fintech companies have the latest technology but are lacking the customer franchise and world class brand", states Rudi Bohli, Founder & CEO of RBR Capital Advisors.
RBR has singled out Credit Suisse as the ideal candidate to transform the banking industry. Credit Suisse is under- performing but has a world class brand and could be become a digital leader if they left their IT legacy behind and invested in the latest technology.
RBR announced a strategic plan to dismantle the complex and costly conglomerate business into three focused companies (see attached presentation): 1) a leading independent investment bank a 2) a world leading wealth management business and 3) a leading Swiss asset manager. The plan calls for a radical digitalization of the wealth management business which would crystalize the largest part of the share price uplift. In order to realize this plan RBR has publicly announced to raise additional capital of up to CHF 5bn (up to 10% of Credit Suisse share capital).
(For more information click photo to the left with date)
MCSFF II is a niche strategy which offers debt plus equity financing to entrepreneur-led accelerating growth companies in US technology and health care. For more information on Michaelson Capital Partners see www.michaelsoncapital.com
John LeBoutillier will host a private tour of The Breakers, Newport's largest mansion, home of his great grandmother, Gertrude Vanderbilt Whitney
The Newport Global Summit is a two day event held annually in Newport, Rhode Island, at the Pell Center for International Relations and Public Policy since 2009. The event was established to bring together leaders of the global economy to share knowledge and build bridges for cooperation through business opportunity and common purpose.
The agenda for the 2017 Summit will be consistent with previous 7Sisters events and will feature captivating presentations from successful entrepreneurs, inspirational leaders, investors and family businesses. Guests from previous events have commented that it is the entrepreneurial spirit and meaningful long term business relationships formed which sets this event apart from other events they have attended.
Entrepreneurship, investment and global trade are historic drivers of economic growth. Newport is known for its Golden Age of the Colonial Era and Gilded Age mansions on the shores of the Atlantic, In this natural setting which reflects upon waves of renaissance and entrepreneurial spirit, we are inspired to explore new potential for economic prosperity.
The Summit is an exclusive, invitation-only, leadership retreat, which has been held since 2009 at the Pell Center for International Relations in Newport, Rhode Island. The purpose is to encourage active collaboration among leaders of the new economy from around the world to share knowledge and build bridges for cooperation through business opportunity and common purpose .
The Summit is intended to resemble Davos at its infancy, engaging CEOs, family business enterprises, business and thought leaders from around the world to engage in meaningful dialog. In this inspirational setting of Newport, Rhode Island, known for its gilded age mansions and waves of renaissance driven by entrepreneurial spirit, we are inspired to explore new potential for economic prosperity. For more on the Newport Global Summit see http://newportglobalsummit.com
Newport Global Summit ventures to the Long Island Gold Coast for a one-day retreat Thursday, June 16 to The Studio of Gertrude Vanderbilt Whitney, American sculptor and art patron, founder of the Whitney Museum of American Art in New York City. The event will be held at the home of John LeBoutillier, formerly The Studio of Gertrude Vanderbilt Whitney. In this inspirational setting of The Studio, we will gather to hear perspectives from notable investors on topics ranging from the outlook on energy and oil to what is on the horizon for solar development in the US. Guests will include CEO’s and global family business owners to convene in a relaxed setting to share knowledge and build bridges for cooperation. Notable speakers will include Marvin Schwartz, leader of Neuberger Berman’s legendary value management team, The Straus Group and John LeBoutillier, Fox News Political Commentator, who will address the US Presidential Campaign and its implications for business in the US and globally.
Informal Roundtable discussions at Piping Rock Club
Buffet breakfast at Piping Rock Club with Roundtables led by:
Kyle Wenski of STIFEL Private Funds Group who will lead a discussion on private equity
Guests will rotate tables and we will invite participants to alternatively lead the table discussions on various topics
Early Arrivals for lunch - Please join group at Piping Rock Club at any time between 9-11am.
Dinner will be hosted at a private home for guests who have traveled from out of town to participate in the Gold Coast Summit.
Speakers for the Gold Coast Global Investment Summit are invited to do a run through of the presentation the day before the event with John LeBoutillier, Kitty Cushing and Caroline Graham of C4 Global Communications. We encourage participation to become acclimated and fine tune stage presence and in front of live audience to maximize performance on event day.
GLOBAL LEADERS CONVERGE AT THE NEWPORT GLOBAL SUMMIT TO BUILD NEW OPPORTUNITIES FOR PROSPERITY
August 25-26, 2015, Newport, Rhode Island: The 2015 Newport Global Summit was held in historic Newport, Rhode Island, at the Pell Center for International Relations and Public Policy on August 25-26, 2015. International business leaders and family business owners from as far away as Canada, Latin America, and the Middle East gathered to actively collaborate in a program described as A Convergence of Legacy, Knowledge and Purpose. For press release see link: