The 3rd Annual Private Wealth Spain Forum brings together more than 75 allocators of high-net-worth capital from the country, including leading private banks, wealth managers and family offices. The agenda covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes, among other topics. This one-day networking and peer education platform is an excellent occasion to network and exchange some ideas about the latest trends in the industry.
Enrique Marazuela Chief Investment Officer BBVA Private Bank
Pablo Mansilla Head of Investment Funds Santander Private Banking
Marian Fernández Head of Macroeconomics Andbank
Roberto Scholtes Ruiz Chief Investment Officer Spain UBS
Miguel Macho Rubira Head of Markets and Investment Strategies CA Indosuez Wealth (Europe)
Carlos Andrés Poyo Head of Discretionary and Advisory Portfolio Management Banca March
Cristina Campabadal Founder CCS Finanzas
Keko Martínez Founder and Chief Executive Officer ARIETE Family Office
David Azcona Armiño Chief Executive Officer & Chief Investment Officer Morabanc Asset Management
Gorka Gonzalez Head of UHNW Investments KBL European Private Bankers
Diego Fernández Chief Investment Officer A&G Banca Privada
Luis Buceta Casteleiro Chief Investment Officer Banco Alcalá Wealth Management
Eliseo Cervera Head of Private Banking Spain and Portugal Citi Private Bank
Puy Carazo Head Wealth Investment Advisory Spain Deutsche Bank Wealth Management
Ignacio Dolz de Espejo Partner & Chief Investment Officer Alantra Wealth Management
Diego Corral Basterra Partner, Head of Investments Bilbao Diaphanum Valores
Cesar Ozaeta Director Selección de Fondos y Analista de fondos de renta fija Abante asesores
Marta Diaz-Bajo Partner and Head of Fund Analysis Atl Capital
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|