Elite Summit 2021 | Marcus Evans | 17 November 2021 | Hotel Fairmont Le Montreux Palace, Av. Claude-Nobs 2, 1820 Montreux, Switzerland

The Elite Summit is an invitation-only, premium forum bringing together the leading family office investors with the most renowned investment solution providers in an intimate environment for a focused discussion of the latest strategies for best practices in private wealth management

Key Topics:
• Stabilising the family office during times of crisis and transformation to provide a firm foundation for the next generation while maintaining core FO values
• Assessing economic and geopolitical changes during and after the pandemic to distinguish future-proof investment opportunities
• Transitioning from traditional asset allocation to increased diversification for maximum return and minimal risk at times of high market volatility
• Capitalising on ethical and socially responsible investing to support the global economy's transformation towards sustainability
• Harnessing technology to adjust business operations to current demands, upgrade investment strategies, and enhance communication and transparency in the new working environment
• Identifying new market opportunities during momentary challenges and building resilience through innovation

2021 Sponsors

ULTIMATE THINKERS:

Yanis Varoufakis
Economist, Academic & Former Greek Finance Minister

Ariel Barack
Partner & COO, Ordway Selections

Kjell Anders Nordström
Economist, Writer & Public Speaker

COMPELLING PRESENTATIONS:

Julian Marwitz
Principal, Marwitz Family Office

Tony Zeiger
CIO, PeakView Private Investment Office

Juan Carlos Lara
Director, Point5 Family Office

Alejandro Martínez
CIO & Founding Partner, EFE&ENE Multi Family Office

Paul Infante Moñozca
Chairman & CEO, Moñozca Family Office

Reyer Hulstein
Partner, Providence Capital

Bruno Mathieu
Managing Director, Nevastar Finance

Sasha Bernier
Managing Director, Cheltenham Enterprises

Michael Kisselgof
Co-Founder, Popcorn

Jean-Francois Regnauld
Partner, Thule Investments

Georgia Pont
Co-Founder & Partner, Alkimia Capital

Aida Feriz
Executive Director, Wimmer Family Office

DJ Van Keuren
Co-Managing Member, Evergreen Property Partners

Frederic Garcin
Investment Director, MCSC & Borderent

INTERACTIVE SESSIONS:

Juan Carlos Lara
Director, Point5 Family Office

Florian Agarwalla
CEO & Founder, Swiss Three Asset Management

Bruno Doutrelepont
CEO, Even Keel Family Office

Danae Kyriakopoulou
Senior Policy Fellow, Grantham Research Institute on Climate Change & the Environment, The London School of Economics & Political Science LSE

Jan Lambregts
Global Head of Financial Markets Research, Rabobank

Marc-Antoine Collard
Chief Economist & Director Economic Research, Asset Management, Rothschild & Co

DYNAMIC MODERATOR:

Todd Benjamin
Former Financial Editor, CNN International