The Private Wealth Spain 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.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
- Modified room set up and seating arrangements
- Temperature check upon entry
- Enhanced cleaning and sanitation stations
- Limited touch food and beverage service
SPEAKERS
Araceli de Frutos Casado Founding Partner Araceli de Frutos EAFI
Pablo Mansilla Head of Investment Funds Santander Private Banking (Spain)
Roberto Scholtes Ruiz Chief Investment Officer Spain UBS
Ana López de Silanes Ruiz Head of Discretionary Portfolio Management Santander Private Banking Gestion
Antonia Conde Head of Fund Selection Renta 4 Banco
Federico Servetto Head of Asset Allocation Strategy Banco Sabadell
Juan Hernando Head of Fund Selection Morabanc
Marta Diaz-Bajo Partner and Head of Fund Analysis Atl Capital
Alejandro Martínez Chief Investment Officer and Founding Partner EFE&ENE Multi Family Office
Diego Fernández Chief Investment Officer A&G Banca Privada
Luis Buceta Casteleiro Chief Investment Officer Banco Alcalá Wealth Management
Juan José Barrenechea Founding & Managing Partner Lourido Partners EAFI
Carlos González- Mesones Head of Portfolio Management and ESG Investment Specialist Pictet Wealth Management
Pablo López de Ayala Private Equity Investment Manager Omega Capital
Andrea Profeti Senior Fund Analyst Indosuez Wealth Management Europe (Spain)
Puy Carazo Head Wealth Investment Advisory Spain Deutsche Bank Wealth Management
Carlos Farrás Fernández Founding Partner & Chief Investment Officer DPM Finanzas EAF
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Key Discussion Topics
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 2022 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 2022. 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 2022 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.
ASSET ALLOCATION
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.
PRICING
| Early Bird I | 1,000 | 01/08/22 |
| Early Bird II | 1,300 | 02/05/22 |
| Pre-Event Registration I | 1,600 | 03/05/22 |
| Pre-Event Registration II | 1,900 | 04/09/22 |
| Event Registration | 2,200 | 05/11/22 |
