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Event Date |
Thu Mar 23 CET (over 1 year ago)
In your timezone (EST): Wed Mar 22 7:00pm - Wed Mar 22 7:00pm |
Location |
The Westin Palace, Madrid
Pl. de las Cortes, 7, 28014 Madrid, Spain |
Region | EMEA |
This Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Spain.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
2023 Speakers
Joaquín Casasús Olea
Founding Partner, Abante
Juan Antonio Gutiérrez
Chief Executive Officer, Mazabi Gestión de Patrimonios
Juan Jesús Gómez
Founding Partner, Consilio Asesores Patrimoniales Independientes EAF
Araceli de Frutos Casado
Founding Partner, Araceli de Frutos EAFI
David Mafoda
Chief Investment Strategy, DiverInvest
Federico Servetto
Head of Asset Allocation Strategy, Banco Sabadell
Luis Buceta Casteleiro
Chief Investment Officer, Banco Alcalá Wealth Management
Pablo Mansilla
Head of Investment Funds, Santander Private Banking (Spain)
Juan Hernando
Head of Fund Selection, Morabanc
Álvaro Villanueva
Chief Investment Officer Alternative Assets, CaixaBank Private Bank
Sonsoles Santamaría
Founding Partner, Tressis
Diego Fernández
Chief Investment Officer, A&G Banca Privada
Marta Diaz-Bajo
Partner and Head of Fund Analysis, Atl Capital
Luis Sánchez de Lamadrid
General Director, Pictet Wealth Management Spain
Roberto Scholtes Ruiz
Chief Investment Officer Spain, UBS
Juan José Barrenechea
Founding & Managing Partner, Lourido Partners EAFI
Carlos Farrás Fernández
Founding Partner & Chief Investment Officer, DPM Finanzas EAF
Adrián Fdez-Romero
Chief Executive Officer, RomeroAdreu Family Office
2023 Sponsors
PLATINUM SPONSOR:
• Fundsforgood
GOLD SPONSORS:
• Asset Management One
• AXA Investment Managers
• Etica Funds
• LGT Capital Partners
• Stepstone
SPONSORS:
• Edmond De Rothschild
• Mirabaud Asset Management
NETWORKING SPONSORS:
• Burgiss
• Kalima
• Liontrust
• ProMeritum
• Okuant
• Thor Equities
• Yeldo