About
Interaction Partners is a Swiss Investor Relations Services & Advisory firm built around the idea of ‘Capital Market Empowerment for Issuers’ as we believe:
- Issuers should be more pro-active & fully in charge when reaching out to investors. They should not only rely on broker-sponsored events, as the latter suffer from inherent conflicts of interest
- Digitalization has not been applied properly in the area of investor access events and only partially in investor relations. The two areas need to be better interlinked
- MiFID 2 - while not fully enforced yet – will support this trend in the mid-term. The underlying idea of MIFID 2, increased transparency via unbundling, is too convincing to be abolished again
Consequently, Interaction Partners has developed schedulR, a cloud based, fully mobile application to connect issuers with the right investors, efficiently organize MiFID 2 compliant investor access events like roadshows, conferences or investor days, and provide investor relations professionals with the data and tools to manage these processes.
Interaction Partners also provides IR-related advisory services, adding human intelligence to leverage and complement the schedulR platform.
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).
Joshua Levie
Associate
Joshua is an associate with focus on events and business development (part-time).Prior to Interaction Partners, Joshua has worked at Zurich Kantonalbank as operator in settlements as well as for a Swiss start-up where he was in charge of marketing and customer relation issues.
Joshua holds a Bachelors Degree in International Management from the Zurich University of Applied Sciences and is currently enrolled in the Business and Development Studies Master’s program at Copenhagen Business School.
Nadine Pellegrino
Associate
Prior to Interaction Partners she has worked as a brand ambassador for Nissan and was an active member of multiple student organizations.She is currently finishing her Bachelor in Business Administration (University of St. Gallen / HSG).
Advisory Board
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).
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).
Nils Mehr
Advisory Board
Nils Mehr is a member of the advisory board. His focus is on HR & strategy.In addition to his role at Interaction Partners he is an independent HR consultant. Previously he worked in various senior HR roles in Zurich, London and Frankfurt for MainFirst (Group Head HR, Chief of Staff), Credit Suisse (COO HR), Zurich Insurance Group (Head HR GI) as well as for UBS, Deutsche Bank and Julius Baer.
He holds a degree from the University of Zurich (phil I/ Sekundarlehrer).
Marc Possa, CFA
Advisory Board
Marc Possa is a member of the advisory board. His focus is on ‘investor needs’.He is Managing Director and Partner at VV Vermögenverwaltung AG, a successful investment manager focussing on Swiss small and mid-caps which he joined in 2009. Previously he worked in various roles in investment banking (Credit Suisse First Boston, Deutsche Bank, Lombard Odier) and investment management (Zuercher Kantonalbank).
He holds a master in business administration (University of Zurich) and is a Chartered Financial Analyst (CFA).
Board of Directors
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).
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).
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:
Nüschelerstrasse 35, 8001 Zurich, SwitzerlandZug:
An der Lorze 21, 6300 Zug, SwitzerlandRegistered in Zug
Commercial register: CHE-138.326.522
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