Private Wealth Spain Forum

Transcription

1 Private Wealth Spain Forum A Meeting of Regional HNW Wealth Managers, Private Banks and Family Offices June 7 th, 2017 Villa Magna Hotel, Paseo de la Castellana 22, Madrid, Spain Confirmed Speakers Adela Martín, Head of Private Banking, Santander Banca Privada Humberto García de Alba, Director of Global Wealth, BBVA Daniel de Fernando, Managing Partner, MdF Family Partners Gabriel de Bobadilla, Head of Asset Management, Omega Capital Eliseo Cervera, Head of Private Banking Spain and Portugal, Citi Private Bank Luis Sánchez de Lamadrid, Country Head, Pictet Wealth Management José Antonio López, Chief Executive Officer, FINECO Patrimonios SGIIC Íñigo Susaeta, Managing Partner, Arcano Wealth Advisors Antonio Salgado, Chief Executive Officer, Edmond de Rothschild (Spain) Sonsoles Santamaría, Founding Partner, Tressis Ana Figaredo, General Director, Lombard Odier (Europe) Diego Fernández, Chief Investment Officer, A&G Banca Privada Guillermo Aranda, Managing Director, atlcapital Daniel Aymerich, Head of Fund Selection, Andbank España Alfonso Martínez Parras, General Manager, BNP Paribas Wealth Management Gonzalo Nebreda, Head of Private Banking, Renta 4 Banca Privada Alfonso Díaz Escudero, Managing Partner & CEO, Landinvest Multifamily Office Antonio Losada, Managing Director, Head of Wealth Management Spain and Portugal, Deutsche Bank Alfredo Álvarez-Pickman, Chief Economist, Banco Alcalá Wealth Management Silvia García-Castaño, Head of Investments and Discretionary Asset Management, BNP Paribas Wealth Management Fernando Gonzalez, Chief Executive Officer, PBI Gestion Alejandro Vidal, Chief Investment Officer, Banca March Marcos Ojeda, Chief Executive Officer, Banco Alcalá Wealth Management Miguel Roqueiro, Chief Investment Officer, Acacia Inversión Fernando Loscertales, Head of Private Banking, Bank Degroof Petercam Keko Martinez, Founder and Chief Executive Officer, ARIETE Family Office Lead Partner The GILS Group Contributing Partners: Allianz Global Investors, Morningstar, Unigestion

2 730 Registration and Welcome Coffee 800 Breakfast Workshop: How can technology increase profits and enhance your wealth management experience? Gain a competitive edge and learn how to seamlessly integrate sophisticated tech tools that will add value and quality to your business while lowering fees through transparency and more efficient investing. Utilizing advanced CRM systems and the power of Big Data through mobile, tablet and other on-the-go devices will personalize your advisor to client wealth management experience while simultaneously reducing your operational costs. 840 Host s Welcome Paul Hamann, Head of Private Wealth, Markets Group 845 Chairman s Opening Remarks Nestor Bravo, Chief Branding Officer, The GILS Group 850 A Conversation on Trends & Future Outlook for the Global Economy An update on current market trends including domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth. Is the investment landscape truly healthy in the short and long-term? Moderator: Fiona Frick, Chief Executive Officer, Unigestion Eliseo Cervera, Head of Private Banking Spain and Portugal, Citi Private Bank Alejandro Vidal, Chief Investment Officer, Banca March Fernando Loscertales, Head of Private Banking, Bank Degroof Petercam Luis Sánchez de Lamadrid, Country Head, Pictet Wealth Management 930 Morning Keynote: Achieving International Asset Diversification While most investors think about diversification and go to great lengths to buy diverse assets that produce diverse cash flows, many investors leave most of their assets domiciled in one or maybe two legal jurisdictions. However, the financial crash of 2008 and subsequent global economic events have taught us the value of not having all your assets visible to a single governing body. In this keynote discussion, Karla Klinger, CEO of The World s Group, will discuss the need to not only be invested globally but also how to navigate the rapidly changing global trade environment. Presenter: Karla Klingner, Chief Executive Officer, The GILS Group 950 Morning Networking Break 1015 Spain: How Local and Regional Clients are Growing Their Assets and Protecting Their Wealth Market leaders in the Madrid private wealth market discuss which products and asset classes are proving most interesting for local and regional clients and delve into the nuances of asset allocation strategy in the Spanish market. Alfonso Martínez Parras, General Manager, BNP Paribas Wealth Management Antonio Losada, Managing Director, Head of Wealth Management Spain and Portugal, Deutsche Bank Ana Figaredo, General Director, Lombard Odier (Europe) Sonsoles Santamaría, Founding Partner, Tressis 1055 Exploring Opportunities in Fixed Income We have entered a new age of fixed income characterized by low inventory, new regulations and rising rates. How global markets respond to this new paradigm is a challenging question. Hear fixed-income managers from across the Country share actionable ideas to stay liquid, profit and protect your clients' portfolios. Panelists will also compare and contrast the benefits of various fixed income instruments as they discuss what their fixed income portfolios look like today. Diego Fernandez, Chief Investment Officer, A&G Banca Privada Daniel Aymerich, Head of Fund Selection, Andbank España Silvia García-Castaño, Head of Investments and Discretionary Asset Management, BNP Paribas Wealth Management

3 1125 Roundtable Discussions Session One This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting. Each roundtable will have a host and will cover one of the following key areas: Table 1 - Global Investment Opportunities in a Rapidly Changing International Trading Environment Hosted by: Karla Klingner, Chief Executive Officer, The GILS Group Table 2 - Bridging Active and Passive Management: How to Enhance the Cost Efficiency of our Portfolios Asset Allocation without Giving Up Alpha Hosted by: Speaker, Managing Director, Allianz Global Investors Table 3 - Multifamily real estate in a balanced investment portfolio Table 4 - How to access the best alternative investments using technology Table 5 - Investing in the private middle market Table 6 - How to evaluate the high yield asset class on both a strategic and tactical basis Table 7 - Opportunities for yield in today s current fixed income environment Table 8 - Finding Conviction with Fixed Income ETF Investing 1225 Networking Luncheon 125 Equity Portfolio Trends: Volatility, Smart Beta, ESG and the Search for Growth With the bull market entering its eighth year, private client investors are asking how long it will keep going up. While global equity markets are off to a volatile start and emerging market equity indexes continue the downward trend, how are private client advisors positioning equity portfolios for asset protection and growth in 2017? Additionally, with the recent change in the geo-political field, what can be expected for the European and the American equity markets? Guillermo Aranda, Managing Director, atlcapital Alfredo Álvarez-Pickman, Chief Economist, Banco Alcalá Wealth Management Fernando Gonzalez, Chief Executive Officer, PBI Gestion Miguel Roqueiro, Chief Investment Officer, Acacia Inversión 155 Roundtable Discussions Session Two This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting. Each roundtable will have a host and will cover one of the following key areas: Table 1 - The evolution of factor investing within ETFs Table 2 - Be the bank fixed income on steroids Table 3 - Building a smarter core in a low interest-rate environment Table 4 - Where Returns Are in Global Equities Table 5 - Trends with Millennials and Philanthropy Table 6 - Investing in Commercial Real Estate with an Institutional Sponsor in a Non-Fund Format

4 230 Asset Allocation: Family Offices Views The geopolitical and financial worlds are changing rapidly and are requiring investors to reassess their allocation strategies. In the current global hunt for yield, many family offices are taking divergent paths to achieve their return targets. However, given all the uncertainty in both the political and financial markets, what is the best policy stay the course, modify asset allocations or try to improve returns by lowering costs? Our panel will discuss how family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability. Daniel de Fernando, Managing Partner, MdF Family Partners Íñigo Susaeta, Managing Partner, Arcano Wealth Advisors Gabriel de Bobadilla, Head of Asset Management, Omega Capital Keko Martínez, Founder and Chief Executive Officer, ARIETE Family Office 310 Afternoon Networking Break 330 Opportunistic Approaches to Alternatives Interest rates, commodity prices, political shifts, industrial consolidation and financial creative destruction wrack markets and create rich fields of opportunity. How can we identify new sources of alpha and how can we capitalize on current geopolitical, industrial and fiscal trends? From shareholder activism to technological leaps in systematic trading, alterative assets remain a dynamic asset class. Which strategies, sectors and regions are delivering competitie returns, and where will investors look next? Gonzalo Nebreda, Head of Private Banking, Renta 4 Banca Privada Alfonso Díaz Escudero, Managing Partner & CEO, Landinvest Multifamily Office Marcos Ojeda, Chief Executive Officer, Banco Alcalá Wealth Management Karla Klingner, Chief Executive Officer, The GILS Group 400 Key Trends and Evolution in Private Wealth Management An update from regional industry leaders about current trends in wealth management and what the future holds for this industry. Gain a unique insight into the experiences of top advisors and how they are facing the new challenges such as an explosion of data, the rise of digital generations and the new robo-advisors era. Humberto García de Alba, Director of Global Wealth, BBVA Antonio Salgado, Chief Executive Officer, Edmond de Rothschild (Spain) Adela Martín, Head of Private Banking, Santander Banca Privada José Antonio López, Chief Executive Officer, FINECO Patrimonios SGIIC Speaker, Managing Director, Allianz 440 Chair s Closing Remarks and Cocktail Reception Join us for an informal gathering with some of London s leading family offices, wealth managers, and private banks to continue the conversations of the day. 540 Close of Conference

5 EMEA Private Wealth Forums Private Wealth Switzerland Forum Geneva Geneva, March 15th, 2017 Private Wealth UK Forum Spring London, March 21st, 2017 Private Wealth Middle East Forum Dubai, April 5th, 2017 Private Wealth Netherlands Forum Amsterdam, May 16th, 2017 Private Wealth Spain Forum Madrid, June 7th, 2017 Private Wealth Northern Europe Forum Stockholm, June 20th, 2017 Private Wealth Germany Forum Munich, September 13th, 2017 Private Wealth France Forum Paris, October 24th, 2017 Private Wealth UK Forum Fall London, October 31st, 2017 Private Wealth Switzerland Forum - Zurich Zurich, December 6th, 2017