About
Interaction Partners is an investor engagement solution provider.
The problem
- In the aftermath of MiFID2 the organization of meaningful interactions with suitable investors (investor engagement) has become more problematic, especially for smaller and medium-sized listed companies.
The solution
We have developed tools to tackle this problem using a combination of digitalization, and smart processes. schedulR, our cloud-based, fully mobile IR workflow platform, supports you with:
- Up-to-date investor contact data & tracking of investor interactions (Investor Relations CRM/IRM)
- Workflows for organizing events (e.g. roadshows, investor days) and collecting investor feedback
- Workflows for interaction requests (inbound & outbound)
… so you have more time for actual interactions with suitable and relevant investors & prospects.
Meet the team behind Interaction Partners
Our multi-lingual and multi-local team combines decades of experience in brokerage, investor relations advisory and hands-on start-up experience complemented with young energetic talent.
Operations
Kilian Maier, CFA, PhD
CEO / Board of Directors
Kilian is the CEO of Interaction Partners.Before co-founding Interaction Partners he spent 12 years on the sell-side (cash equities), covering Swiss & German banks and assets managers as analyst at NZB Neue Zürcher Bank and MainFirst. In addition to analyst roles, he held various management roles from head of research (NZB) to head of the Zurich office (at MainFirst). Before joining the sell-side he spent 3 years as a consultant for Accenture (Strategy, Financial Services).
He holds a Master & PhD in Business Administration (University of St. Gallen / HSG). He is a Chartered Financial Analyst (CFA).
Thomas Baumann, CEFA
Senior IR Advisor
Thomas is a Senior IR Advisor covering Swiss companies.Before joining Interaction Partners he spent more than two decades on the sell-side (cash equities), first in sales, then covering Swiss companies in the Industrial and Services space as analyst at Julius Baer, NZB Neue Zürcher Bank, MainFirst and Mirabaud. In addition to his analyst roles he also was a co-founder of and held management positions at Neue Zürcher Bank (NZB).
He is a Certified European Financial Analyst (CEFA).
Samaron Lorscheider
Associate
Sam is an associate with focus on events and business development (consultant, part-time).Prior to Interaction Partners, Sam worked at Unicredit and Societe Generale in Paris, Milano and Frankfurt.
Sam holds a Dual Bachelors Degree from ESB Business School, Reutlingen and Neoma Business School, Reims
Advisory Board & Board of Directors
Roland Abt, PhD
Advisory Board
Roland Abt is a member of the advisory board. His focus is on ‘corporate needs’.He is a member of the board of directors at Conzzeta AG and Swisscom AG. From 1996 to 2016 he worked for Georg Fischer AG of which the last 12 years as the CFO. Previously he held various positions at the Eternit Group (1987-1995) in Switzerland and Venezuela.
He holds a Master & PhD in Business Administration (University of St. Gallen / HSG).
Mark Diethelm
Board of Directors
Mark is a member of the board of directors.Mark currently is a senior buy-side analyst at Julius Baer covering the global technology sector. Before that he spent almost two decades on the sell-side (cash equities) covering technology, industrial and services stocks as a research analyst. He has worked for Mirabaud, MainFirst, Neue Zürcher Bank and Zürcher Kantonalbank.
He holds a BSc in Business Administration (ZHAW School of Management and Law).
Marc Effgen, CFA, CPA
Advisory Board
His focus is investor access in Geneva, where he is based.He is a portfolio manager & country manager for Rouvier associes and a lecturer at the University of Lausanne. Before that he worked as senior equity sales covering Geneva & UK clients with MainFirst in London, as head of sales for the Geneva office and in equity research (insurance & specialty finance) for Helvea / Baader, as a buy-side analyst for UBS Wealth Management (Ferrier Lullin & Cie.) and as a senior auditor for PWC.
He holds a master degree in business administration from the University of Lausanne. He is Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
Stefan Scharff, CREA
Board of Directors
Stefan Scharff is the Founder and Managing Partner of SRC Research, the leading specialist research provider for financial and real estate stocks in German-speaking Europe. Before founding SRC Research in 2003 Stefan worked in Asset Management (Helaba), Equity Research (Concord) and Investor Relations (MLP).He is graduate of the University of Mainz (Diplom-Kaufmann) and a Certified Real Estate Investment Analyst (DVFA / IREBS). He won the Thomson Reuters Analyst Award in 2017 as No 1 Stock Picker in the important category ‘Real Estate Europe’. He was ranked again by Thomson Reuters as No 2 in the same category in 2018.
Contact Info
You can use the contact form or send us an e-mail to: info(@)interactionpartners.ch
Interaction Partners AG
www.interactionpartners.ch
Phone +41 44 585 35 20Zurich office:
Bahnhofstrasse 3, 8001 Zurich, SwitzerlandZug:
An der Lorze 21, 6300 Zug, SwitzerlandRegistered in Zug
Commercial register: CHE-138.326.522
Contact Us
Contact us by using the contact form below.