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Our Vision

The Financial Lines Forum was founded by the founding partners of Haefeli & Schroeder Financial Lines AG. Markus Haefeli and Peter Schroeder have a unique experience as specialist brokerage company for Financial Lines in Switzerland and, prior to that, a longtime professional background as managers in Financial Lines insurance at leading insurance companies.

The vision of the Financial Lines Forum is to support Financial Lines knowledge, to make it tangible for all participants and to provide a platform for personal exchange and professional development. The conference takes place annually.

Why a conference focused on Financial Lines?

  • Financial Lines risks and insurances are of strategic importance to companies. FL insurance is complex and subject to constant change.
  • The regulatory environment and thus the requirements for the relevant insurance contracts are becoming stricter – the claims, including those arising from incorrect advice, have increased significantly.
  • In times when companies are increasingly faced with liability claims and internal and external attacks (e.g. embezzlement, cyber), this is an unnecessary risk for those responsible. Good advice requires expert knowledge.


Markus Haefeli

Chair Financial Lines Forum
lic.oec.HSG et M.A.HSG in Legal Studies

Phone: +41 (0)55 420 20 33
Mobile: +41 (0)79 384 98 66
  • Managing Partner, Haefeli & Schroeder Financial Lines AG, since 2018
  • Head Financial Lines, Switzerland, Zurich Insurance Company Ltd, 2014-2018
  • Manager Commercial Institutions, Financial Lines, Switzerland & Austria, AIG Europe Limited, London, 2010-2014
  • Prior to 2010: various consulting mandates for large insurance companies (Swiss Re, Baloise) and banks (Credit-Suisse, UBS, Deutsche Bank)
  • Economist and a lawyer (lic.oec.HSG et M.A.HSG in Legal Studies)
  • Markus has worked in the insurance business and served in FL leadership positions for many years and is an expert for Financial Lines
  • Markus has published several specialist articles and has delivered lectures at conferences
Peter Schroeder

Conference Management, Financial Lines Forum

Phone: +41 (0)55 420 20 34
Mobile: +41 (0)79 871 00 26
  • Managing Partner, Haefeli & Schroeder Financial Lines AG, since 2018
  • Head Financial Institutions, Financial Lines, Switzerland, Zurich Versicherungs-Gesellschaft AG, 2016-2018
  • Manager Financial Institutions, Financial Lines, Switzerland & Austria, AIG Europe Limited, 2012-2014
  • Deputy Global Head of Financial Institutions, Financial Lines, Allianz Global Corporate & Specialty AG, 2010-2012
  • Manager D&O-FI, Financial Lines, Liberty International Underwriters Germany, Cologne, 2004-2010
  • Underwriting Financial Lines at Chubb and AIG in Germany, 1997 – 2004
  • Industry Merchant (Industriekaufmann IHK)
  • 20 years of relevant FL experience in international management positions at major insurance companies
  • Worth mentioning is his many years of experience in designing multinational insurance programmes and his ability to manage complex claims
Cristian I. Duda, PhD.

Conference Management, Financial Lines Forum

Mobile: +41 (0)75 401 29 39
  • Managing Partner, Haefeli & Schroeder Financial Lines AG, since 2021
  • Lead, Digital Identity, World Economic Forum
  • Manager, Management Consulting, Accenture
  • Expertise in digitalization and data / platform solutions
  • Various consulting mandates for large multinationals in the areas:
    • Customer & Channels, Digital Customer
    • Commercial & Advanced Analytics
    • User Experience
    • Business-IT
    • Multichannel Customer Engagement Strategies
  • Knowledge of latest developments in the Business & Technology area