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:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Enrique Marazuela Chief Investment Officer BBVA Private Bank (Spain)
Pablo Mansilla Head of Investment Funds Santander Private Banking (Spain)
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
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.
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.
|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|