WESTON HILL Madrid

MADRID
JUNE 6-7, 2016
WESTON HILL
Global Investors
FORUM
Madrid
Madrid Stock Exchange
Plaza de la Lealtad, Madrid
Dear Colleague,
On behalf of New York Business Group, it is my pleasure to welcome you and
your colleagues to the Weston Hill - Global Investments Forum in Madrid.
Since launching this event last year, our goal has been to orchestrate
a groundbreaking leadership meeting for Family Offices, Institutional
Investors, Private Banks and High-Net-Worth Individuals. This summit will
provide a unique platform to network and to highlight innovations within
the industry.
Through a series of interactive discussions and presentations, we will
provide a fresh perspective for 2016 on the following:
Javier Minana Alonso
Managing Director
New York Business Group
New York Business Group
is a leading innovator providing
focused investment forums
across diverse asset classes and
streamlined market intelligence.
Contact Information
Javier Minana Alonso
Managing Director
+1 (212) 653 1800
Javier@nybusinessgroup.org
Lenin Pulgar
Client Relationship Manager
+1 (212) 858 9958
Lenin@nybusinessgroup.org
Nathalie Cortes
Head Producer
+1 (212) 213 9525
Nathalie@nybusinessgroup.org
www.nybusinessgroup.org
· Macroeconomic Outlook: Potential threats and tailwinds within emerging
and frontier markets, China, peripheral Europe, the risk of Brexit, and the
descent of commodities. How is the 2016 economic landscape affecting
investors’ asset allocation approach, and what is incentivizing their evolving
needs?
· Regulatory Updates: Surviving in a changing landscape of heightened
regulation, disclosure, and compliance.
· Asset Allocation Strategies: Pinpointing opportunities in Spain and beyond,
under the current market conditions.
· Illiquid Strategies: Reviewing the pulse of private equity, hedge funds, real
estate, and the credit markets, given the increasingly less attractive returns
in traditional assets.
· Impact Investing and Philanthropy: Examining investment vehicles for
sustainable development.
· Financial Technology Innovation: Analyzing the digital innovations that are
shaking the industry and triggering an unprecedented period of disruption.
On behalf of our whole team, I thank you for your consideration of our
program, and look forward to sharing this valuable experience with you.
Kind regards,
Javier Minana Alonso
Managing Director
SERIES SPONSORS
Weston Hill offers wealth management services to UHNWI from Spain and LatAm. The firm manages
balanced portfolios and investment vehicles in high-yield financial assets. The Company’s main
activities focus on providing wealth management services, M & A, restructuring, liquidation processes,
acquisition and management of distressed debt for its shareholders, customers and investors.
PIMCO is a global investment management firm with a singular focus on preserving and enhancing
investors’ assets. We manage investments for institutions, financial advisors and individuals. The
institutions we serve include corporations, central banks, universities, endowments and foundations,
and public and private pension and retirement plans. For more than four decades, our mission has
been grounded in a rigorous investment process to identify investment opportunities and risks. Since
our founding in Newport Beach, California, in 1971, we have grown into a team of more than 2,300
dedicated professionals, managing over $1.4 trillion in client assets, with offices in 12 countries and
trading operations in North America, Europe and Asia.
Bloomberg L.P. is a privately held financial software, data, and media company headquartered in
Midtown Manhattan, New York City. Bloomberg L.P. was founded by Michael Bloomberg in 1981 with
the help of Thomas Secunda, Duncan MacMillan, Charles Zegar, and a 30% ownership investment by
Merrill Lynch. Bloomberg L.P. provides financial software tools such as an analytics and equity trading
platform, data services, and news to financial companies and organizations through the Bloomberg
Terminal (via its Bloomberg Professional Service), its core revenue-generating product.
Global Institutional Investors (GII) advises international investment players on different RE assets
belonging to institutional or corporate clients. We manage these assets on their behalf. In the Advisory
field, we work with international players in the institutional field in Iberia and LatAm. These activities
includes Fundraising, Secondaries, Debt Restructuring and Direct Investment. Alongside our investors,
and alongside our partners and clients, we make direct investments in companies.
OD Group is a holding of companies oriented towards the leisure and entertainment industries,
understanding hospitality and property management as strategic areas for development. It has invested
more than 100 million Euros in investments of critical importance to the development in these sectors,
and holds more than 10 companies with over 500 professionals. OD Group articulates in the Private
Equity sector to further develop its strategy launching its own Private Equity fund - Ocean Group
Capital - which is oriented to the hospitality area and it is investing in the OD Hotels brand. OD Group’s
objective is to establish dynamic growth, committed to the surrounding environment and focused on
the well-being of its clients.
Arcano is a leading independent advisory services firm, with a presence in Europe and the United
States. The company specializes in three areas: Investment Banking, Asset Management and Multifamily
Office. Our team is comprised of more than 120 qualified professionals that work to offer financial
advisory services and tailored solutions.
Colliers international is the leader in global real estate services, defined by our spirit of enterprise.
Through a culture of service excellence and a shared sense of initiative, we integrate the resources of
real estate specialists worldwide to accelerate the success of our partners.
Started in 1994 in New York City, Fare Buzz is one of the leading travel providers in the industry. Due
to its buying power, the company is able to negotiate aggressive deals on Flights, Hotels & Car Rentals
and pass the savings on to the consumers. It particularly specializes in Business & First Class travel and
confidently states that it offers the best prices in the industry. Fare Buzz has a team of expert Travel
Managers with a combined experience of over 100 years in the Travel Industry, and the latest travel
technology for its desktop and mobile site, making it convenient for customers to make reservations
anytime & anywhere.
PARTNERS
SPEAKERS
Marc Gabelli
Chairman
Gabelli Securities
(U.S.)
Juan Garrido
CEO
Weston Hill
Investments
(Spain)
Leopoldo Alvear
Trenor
CFO
Bankia
(Spain)
Mohammad Al
Duaij
Managing
Director
Alea Group
(Kuwait)
Luis Sans
Managing Partner
and Founder
Weston Hill
(Spain)
Andrew
M. Hoffmann
Alternative
Investment
Strategist
PIMCO (US)
Juan Esquer
Managing Partner
GBS Finanzas
(Spain)
www.nybusinessgroup.org
Marc Gabelli is President of GGCP, Inc. and is a Senior Portfolio Manager at GAMCO. Mr. Gabelli is also Chairman and President of Gabelli Securities, Inc. He helped lead the initial public offering of GAMCO Investors in
February 1999. His portfolio assignments have included hedge fund management since 1990 and traditional
asset management since 1994. He has managed several Morningstar five star mutual funds, and a Lipper #1
ranked global equity mutual fund in the U.S. He holds an M.B.A. from the Massachusetts Institute of Technology Sloan School of Management, a B.A. from Boston College, and the SEP diploma from Stanford University.
He is a member of the New York Society of Securities Analysts. He is involved with various educational charities, including his board role at the Sutton Trust in the UK.
Juan Garrido is the Managing Partner and CEO at Weston Hill, a company focused on wealth and asset management in Spain and LatAm. Previously, he was the Global Head of Investment Solutions at
BBVA Private Bank based in New York. Before assuming his current responsibilities, he was Head of
Investment Solutions for the Spanish Private Banking Division, defining the specific value proposal for
the Spanish HNWIs customer base. Previously, Mr. Garrido founded SciEcon, a quantitative investment
company which was eventually sold to BBVA. Mr. Garrido has a Bachelor’s degree in Physics and a
Ph.D. in Finance from Complutense University, and has algorithms registrations in fields like portfolio
selection, optimal asset allocation, statistical arbitrage and bonds arbitrage.
Leopoldo joined the corporate finance practice of Coopers & Lybrand (subsequently PwC) in 1996, where he remained until 2005 as Senior Manager of corporate finance. He then joined Caja Madrid as Head of Equity Capital
Markets, responsible for M&A mandates, IPOs and Right Issues, and fundraising for Investment Funds and Private
Equity players. In late 2010, he became Director of Financial Management & Rating at Bankia, in charge of monitoring and projecting the Solvency ratios. He has been the CFO of Bankia since 2012, and as head of the Asset and
Liability Committee (ALCO), administers the fixed and variable income structural portfolios of the Group. Leopoldo is
responsible for long-term funding and issuances, short-term funding & Treasury, Financial and Capital Management,
the relationship with Investors and Rating Agencies, and management of the Treasury Stock.
Mohammad Al Duaij graduated from Leeds University Business School in 2002 with an accounting and
finance honour degree. He began his career at Kuwait Fund for Arab Economic Development as part of
the Asian projects funding team, followed by Global Investment House as investment manager, forming
and managing real estate funds globally. Since 2008, he is the managing director of a single family’s office, where his responsibilities include investment in real estate and private equity, investment advisory,
commodities trading, and the retail business. Mr. Al Duaij’s experience comes from transacting with
diversified projects and dealing with distinguished parties globally. He follows the family’s philosophy:
create the opportunity instead of waiting for it.
Luis Sans is the Managing Director and Founder of Weston Hill Asset Management, a venture whose
activity in the financial sector positively influences the Spanish business community through active participation in different financing and investment projects. He has spent his career as a creator, director,
and manager of companies in varying fields and sectors. Prior leadership positions include: CEO at Instituto Odontológicos, CEO at Clínicas Vitaldent Senior Advisor Mapfre, CEO at Iame Capital Risk, CEO
at Group Fabric Decoration, CEO at Grupo Cencia, and President at both VíaPostal and Corporación
Industrial Española. He has a University degree in Mathematics and his Executive MBA from ESADE.
Andrew M. Hoffmann is a senior vice president and alternative investment strategist in the Newport
Beach office of PIMCO, and an account manager within the global wealth management group. He is responsible for many of PIMCO’s largest single-family office relationships. Andy joined PIMCO in 2010 as
a portfolio manager focused on global real asset investment strategies. He was previously with Brookfield Asset Management, a leading real asset focused investment firm based in Toronto. Andy also spent
four years as a managing director and portfolio manager at a multi-billion-dollar single-family investment office in California. He has 26 years of investment experience and holds a Bachelor of Science
degree in economics and political science from the University of Wisconsin, Madison.
Juan Esquer is a Partner at GBS Finanzas Investcapital AV. He has 20 years of experience in private
banking, asset management and capital markets. Before joining GBS Finanzas, he worked at Guggenheim Partners in Madrid and Geneva as Managing Director. He began his professional career at Deutsche Bank Madrid, managing the bank’s fixed income portfolio, before being promoted to Manager of
the investment portfolio at Deutsche Bank in London. He has also been responsible for investments at
Banesto (Grupo SCH) and Argentaria (Grupo BBVA). Juan has a doctorate in Finance from the Universidad Autónoma in Madrid and an International MBA from the Instituto de Empresa.
SPEAKERS
María Vázquez
CEO and
Founding Partner
GFED
(Spain)
Mario Amigo
CIO
Brazil Pension
Fund
(US)
Federico Steinberg
Principal
Economist
Royal Institute
El Cano (Spain)
María Vázquez is CEO and Founding Partner of Gestión Fondo Educativo (GFED), which is dedicated
exclusively to the institutional management of “endowment type” financial assets, and serves as the advisor to GFE Aequitas Fund. Previously, she was CEO and Founding Partner of Sextante Partners, CEO
and Founding Partner at Abante Alternative Investments, Executive Director at Morgan Stanley/AB
Asesores, and a Vice-President in the Treasury Department of Citigroup. Her educational background
includes studies in Economics and Business Science at Universidad Pontificia de Comillas, ICADE, and
Ecole Supérieure des Sciences Économiques et Commerciales; a Program in Advanced Finance at the
Harvard Business School; and a Graduate Program in Investment at IESE, Universidad de Navarra.
Mario Amigo is a CIO at HSBC Brasil, where he is responsible for the oversight of Investment Functions
of HSBC Insurance entities in Argentina, Brazil, and Mexico. His prior experience includes: partner at
PPS Portfolio Performance, Senior Institutional Manager at Banco Safra, Senior Associate at Mercer
Brazil, and Investment Consultant at Luz Engenharia Financeira. Mario has taken part in research groups
at the Polytechnic School of USP and the Institute of Advanced Studies (IEAv) of Aerospace Technical
Center (CTA). He is also a professor of Financial Markets in several business schools. He has a degree,
with honors, in Mechanical Engineering from FEI, a Master of Science in Mechanical Engineering from
USP, and a postgraduate degree in Advanced Financial Market Operations from FIA, where he has completed MBA courses in Business Management and Financial Market Operations.
Federico Steinberg is principal investigator at the El Cano Royal Institute, and a professor of Economic Analysis at the Autonomous University of Madrid. He holds a PhD in Economics from the Autonomous University
of Madrid, a Master in International Political Economy from the London School of Economics, and a Master in
International Relations from Columbia University (New York). He has done research stays at the universities
of Georgetown and Harvard. Federico has worked in various economic development projects as a consultant
for the World Bank in Washington DC, Ghana and Bolivia, as well as the Executive Office of the Secretary
General of the United Nations. He is an expert in international political economy, with a strong background
and interest in international trade, finance, development and European economic and monetary union.
Jose Quiñones
Senior Investment
Advisor
ONP Peruvian
Public Pension
Fund (Peru)
Francisco Reis, Jr.
Senior Pensions
Manager
Icatu Fundos de
Pensão
( Brazil )
Javier Marin
Former CEO
Santander Group
(Spain)
Jose Quiñones is Senior Investment Advisor of the USD 6 Billion Oficina de Normalizacion Previsional,
the Peruvian State Pension Fund, which manages the retirement assets of Peru’s public service workers.
He is also Secretary of the Fondo Consolidado de Reservas Previsionales Board of Directors, responsible for the management of the financial resources of the Fondo Consolidado de Reservas. Jose completed a Doctorat de l’Université de Paris in Economics.
Francisco Reis, Jr. is a Senior Pensions Manager at Icatu Fundos de Pensão, where he is responsible
for sales and relationships with companies at IHPrev - Multi-Employer Pension Fund and for Pension
Administration Outsourcing by Icatu Fundos de Pensão. He leads the team on investments, governance,
regulation and legislation, and relationship tools management. Francisco has more than 11 years of
experience working in the financial and insurance markets, managing sales and relationship teams, and
in project management with successful implementation of business strategies for different companies.
He has an MBA from the Ibmec Business School.
Javier Marin has developed his professional career at Banco Santander, where he began in the area of
Legal Counsel, moved on to the Technical Secretariat of the President, was subsequently appointed
CEO of Banco Santander de Negocios, and then, in 2001, made CEO of Banif. Beginning in 2007, he
was responsible for general management of Global Private Banking, a position which he concluded in
2009 with the direction of Santander Asset Management. During Javier’s tenure, Banco Santander won
numerous strategic alliances for the insurance business, including Zurich (in Latin America) and Aegon
(in Spain). In terms of funds, while at Banif he put into operation Allfunds, which is the leading platform
in Europe for distributing funds from different managers with institutional investors.
Ariel Sendes
CIO
W Advisors
Ariel is a partner of W Advisors, a multi-family Office based in Porto Alegre, Brazil. Since joining the
group in 2011, he has been responsible for operations and investment management. Ariel holds the
CFP® certification from the Financial Planning Standards Board and has a degree in Economics from
UFRGS.
(Brazil)
www.nybusinessgroup.org
SPEAKERS
Stefan Rohmer
Independent
Family Advisor
(Switzerland)
Thorsten Gohlke
Managing Partner
GFEP Family
Equity
(Germany)
Stefan Rohmer independently consults families and family offices in aspects of family governance,
cross-border wealth structuring and direct investments, and asset management. Core to the families are
impact and direct investments, and financing. Wealth covered includes liquid assets, real estate, corporate, as well as leisure assets. Previously, he worked for a Swiss-based family office and asset manager,
mainly serving Latin American clients. He also covered Brazilian entrepreneurs for a boutique private bank
in Switzerland. At UBS Investment Bank, he gained in-depth expertise in M&A advisory and corporate
finance, combined with wealth management services. Stefan is fluent in 5 languages and holds a M.Sc. in
Industrial Management and Manufacturing from the Swiss Federal Institute of Technology (ETH Zürich).
In 2009, Thorsten founded the first and leading investment office to professionalize long-term portfolio entrepreneurship for family equity and institutional investors. With five partners and offices in Munich, Hamburg and Berlin,
GFEP Family Equity strategically structures, builds and manages fully individualized and controlled portfolios of direct, private and strategic investments. The investment office thereby creates scalable entrepreneurial value for its
clients. Thorsten has been Single-Family Officer for six years responsible for the direct private investment portfolio of
Professor Dr. h.c. Roland Berger, Founder of Roland Berger Strategy Consultants, one of the world’s leading strategy
consultancies. Prior to that Thorsten worked with PricewaterhouseCoopers’ Transaction Advisory Practice, lead-advising UK Private Equity funds in leveraged buy-out transactions.
Paz Ambrosy
Managing Partner
and Founder
Global
Institutional
Investors (Spain)
Remo Bosch
CEO
Remo Advisors
EAFI
(Spain)
Stefan Becker
CIO and Partner
Richmont Capital
(Switzerland)
Ignacio Martin
Ocaña
CIO and Partner
Consilio
(Spain)
Narciso Vega
CEO
Black Onyx
EAFI
(Spain)
www.nybusinessgroup.org
Paz Ambrosy is the Managing Partner and Founder of GII, Corporate Partners Director at IE Business
School, and also takes part in the team of Nmas1 Private Equity Fund. Paz is a Private Investor in several
companies, and holds her MBA from IE Business School, as well as her BA in Law from the Universidad
Autónoma de Madrid.
Remo Bosch is CEO of Remo Advisors EAFI, where he is responsible for portfolio management. He
studied business administration at the University of Barcelona, has the EFA (European Financial Advisor)
certification, and is on level 1 of 3 for CFA certification (Chartered Financial Analyst).
Stefan Becker has over 14 years of experience in the financial markets. He worked for various investment banks in Hamburg, Copenhagen, Geneva and London before finally landing in Zurich. Before taking over responsibility in a Swiss Family Office, he was responsible for the UHNWI for an international
Swiss Bank. Inspired by the likes of Carl Icahn and Robert Shiller, he took over the challenging role as
a CIO for a twin family office with the purpose of effectively transferring established wealth across
generations. He has developed his own “Macro-Mathematical-Technical” (MMT) approach to help avoid
major pitfalls in asset management.
Ignacio is a graduate of Economics and Business Studies of the Universidad Complutense de Madrid.
He also holds a master’s degree in Investment Management (MEFF). Ignacio has a fifteen-year background in the fields of wealth management and financial advisory. His career started at Grupo Espírito
Santo (BES) as a Fund Manager, where he obtained the 2002 Lipper Fund Award for the best TMT Fund
Manager. He was also the team leader of BES’s SICAVs Management Department. In the “family office”
field, he was Chief Investment Officer at Arocapital and the Investment and Asset Allocation Manager
at M&B Capital Advisors. Ignacio is currently the Chief Investments Officer (CIO) at Consilio Asesores
Patrimoniales Independientes EAFI, S.L. Ignacio is married and has 2 children.
Narciso Vega has over 17 years of experience in international financial markets, focusing on Quantitative Fund Management and Algorithmic Trading. Prior to Black Onyx Advisors EAFI S.L, which advises
on several products in the UK and USA, Narciso was Head of Quant Portfolio Management for Accurate
Global Assets Fund at Próxima Alpha Investments (BBVA and Vega AM Hedge Fund platform). He previously served as Quantitative Fund Manager at Santander Asset Management and as a Fund Manager
at Bancaja (Bankia Group). Narciso has a Master in Portfolio Management, specialized in Quantitative
Methods, and his LSE Market Maker, USA Series 7 and UK SFDR. He is a professor at business schools
in Spain, speaks at international conferences, and is a published author in some of Managed Futures
International Magazines.
SPEAKERS
Olivier Wibo
Head of Portfolio
Analytics & Risks
for EMEA &
APAC
Bloomberg (U.K.)
José María Garrido
Managing Director
& Founder,
Weston Hill
(Spain)
Cayetano
Martínez de Irujo
Duke of Arjona,
(Spain)
Anthony Ritossa
CIO
Ritossa Family
Office
(Slovenia)
Peter Zeller
CEO
Fresh Corporation
(Switzerland)
Ricardo Arambarri
CEO
Vintae
(Spain)
Álvaro González
Partner
Altamar
(Chile)
Olivier Wibo is responsible for building up the sales and support infrastructure for Bloomberg’s portfolio and
risk analytics solution in EMEA and Asia Pacifica. He has developed and managed sales and support teams
based in London, Tokyo, Hong Kong, Singapore, and Australia that are responsible for selling and supporting
this product in all territories outside of the Americas. He has a strong understanding of the financial markets,
taking a logical approach to problem solving. His specialties include: Equity Top-Down and Bottom-Up Analysis, Value Investing, Quantitative Analysis, Backtesting, Cross Asset Portfolio Management, Risk, and Teaching.
He is a graduate of Economics of the Université Saint-Louis – Bruxelles, has a Bachelor of Science in Business
Administration and Management, Finance from Université Catholique de Louvain, and is a CFA charterholder.
José María Garrido is a Managing Director & Founder of Weston Hill Asset Management in Spain. His
previous experience includes CEO of Institutos Odontológicos, Corporate Director at Sanitas (Bupa),
COO of Vitaldent, and General Director at SPE Salud, Re/MAX Vip, and Iame Capital Risk. He has a
degree in law, a Master in Legal Advisory and Private Law, and D.E.A. in Law from Universidad San
Pablo – CEU. José María also earned his Executive MBA from Instituto de Empresa Business School.
Cayetano Martínez de Irujo is the Duke of Arjona, and an extensively decorated professional equestrian,
having won many honors and prizes in the sport within Spain and beyond. His elite riding accomplishments
include representing Spain at the Olympic Games in 1992. Cayetano has served as the President of the International Jumping Riders Club, President of the United Equestrian Athletes Association, and President of the
Sports Association. He was also the Athletic Technical Director of the Global Champions Tour. Cayetano runs
a company in the agricultural sector and is involved in several charitable causes. He is a Patron of the Casa de
Alba Foundation.
Anthony Ritossa is the Chairman of single-family office Ritossa Olive Oil & Family Office. Ritossa Olive
Oil represents the distillation of six hundred years of history, and is Croatia’s most highly awarded artisanal extra virgin olive oil. Mr. Ritossa has over 30 years of international financial markets and investment
experience. Prior to his family office role, Mr. Ritossa was recognized for his distinguished Wall Street
career in New York, having held senior executive positions at Nomura, Barclays Capital, Morgan Stanley,
BNP Paribas, Deutsche Bank, and Bankers Trust Australia. He holds an MBA with Distinction in Finance
from The University of Technology Sydney, and Harvard University. He also serves as the Chairman of
the European Union Sovereign & Investment Advisory Board, and sits on a number of other advisory
boards.
With FRESH Corporation AG, Peter Zeller is now on the forefront of efforts to increase the supply of sustainability sourced seafood by creating sustainable seawater farms that can provide fresh sea bream, sea bass and
king fish that will be cultivated independent of the sea, without antibiotics and growth promoters, and free
from unwanted environmental influences. Currently, he is also President of the Board of NXTCORPORATION
AG, a business development company, and Today Zurich AG, a communication company. Mr. Zeller was previously the Vice President of Marketing and Communications at Swiss International Airlines, where he was
instrumental in the launch of the Swiss International Airlines brand following the grounding of Swissair. He
also created Whitebook Tailored Notebooks (whitebook.com), a patented modular notebook system in the
luxury segment with a social background.
Ricardo Arambarri is CEO and co-founder of Vintae. A passionate individual and a lover of wine, he currently travels all over the world to expand the dream that his whole team has created…Vintae. He is an
entrepreneur by family inheritance, and his main desire is to create and drive projects. Ricardo has his
bachelor’s degree and MBA in Business Administration from ESADE Business School.
Álvaro González is Managing Director and Partner for Latin America, and one of those responsible for
the Analysis Department of Altamar, a department of which he has been a part since the founding of
the firm in 2004. Prior to joining Altamar, he worked in the Investment Banking group of Merrill Lynch,
first in Madrid as part of the Corporate Finance team, and later in London as part of the Real Estate
team. Álvaro holds a degree in Business Administration and Management from the Universidad Católica Argentina (Buenos Aires). In the U.K., he is registered as “Representative” in the Financial Services
Authority (FSA).
www.nybusinessgroup.org
SPEAKERS
Juan Luis Ramirez
Founding Partner
Portobello
Capital
(Spain)
Hendrik Klein
CEO
Da Vinci Invest
(Switzerland)
Tom Colier
Head of
Alternative
Investments
PIMCO (U.K.)
Alberto Calvo
Managing
Director,
BBVA Grandes
Patrimonios,
(Spain)
Manuel Sanchez
del Valle
Managing Director
Popular Private
Bank (Spain)
Javier Estrada
CIO
Caixabank
(Spain)
Iñigo Gallastegui
Director of
Products & Mk.
and Consulting
Santander Private
Bank (Spain)
www.nybusinessgroup.org
Juan Luis Ramírez is Founding Partner at Portobello Capital, an independent Mid-Market Private Equity
manager in Iberia. Portobello Capital has capital committed and under management worth around 840
million euro. Juan Luis is President of Laulagun Bearings and member of the Board of Directors of Iberconsa, Vitalia, The Ice Cream Factory, and Grupo Uno CTC. He is also Vice Chairman of the Spanish Private
Equity Association (ASCRI). He was a partner in Ibersuizas, and previously worked as Investment Director
and Head of the EBN Banco Investment Funds. Juan Luis also worked at Procter & Gamble. He has a Bachelor in Business Administration from Universidad Pontificia de Comillas in Madrid (ICADE).
Hendrik Klein is the owner of Da Vinci Invest AG, a privately owned investment firm, and serves as CEO and Executive Board member of Fritz Nols AG, a capital market consulting firm, where he works in trading and asset management. Winner of the Austrian Hedge Fund Award, German Hedge Fund Award and Global Best performing Systematic Quantitative CTA, Hendrik and the staff of his firm employ the latest quantitative data research and analysis in
the investment strategy, building a strong reputation in the hedge fund management industry. Hendrik holds a seat
on the Executive Board of Da Vinci Luxury AG, which invests in luxury brands. He played an integral part in acquiring
Italian luxury fashion brand Bruno Magli, HEROES and licensing Manchester United Lifestyle shoes. Hendrik speaks
both German and English, and holds an MBA from Hochschule Mittweida in Germany.
Tom Collier is an executive vice president and product manager in the London office of PIMCO, responsible for alternative investment strategies. Prior to joining PIMCO in 2012, he was a director at
HSBC, evaluating alternative investment funds and strategies. He performed a similar function at a
subsidiary of Bank of New York Mellon, where he was also a member of the investment committee and
held responsibility for client reporting. He began his career at Barclays. He has 18 years of investment
and financial services experience and holds an undergraduate degree from University College London.
Alberto Calvo Carrasco is Managing Director at BBVA Patrimonios Spain and Portugal/BBVA Private
Bank. Previously, he served BBVA Patrimonios as the Director of Estate Planning, Family Office, and
Lending. Alberto was also Deputy General Manager at Privanza. He has a degree in Law from San Pablo
CEU, as well as a master’s degree, cum laude, from Instituto de Empresa Business School.
Manuel Sánchez del Valle is the Managing Director at Popular Private Bank. Prior to his tenure at Popular, he served Bancoval Activos as CEO. Manuel was also the Director of Investor Relations and Financial
Analysis at Argentaria, and Managing Director of Argentaria Bolsa. He received a Bachelor of Science
in Business Administration from Saint Louis University, and an MBA from the University of Chicago’s
Booth School of Business.
Javier Estrada is the Director of Altium and Investment Strategy at CaixaBank Private Bank. Javier joined
the group in 2008 following the acquisition of the Private Banking division of Morgan Stanley by “la
Caixa”. At Morgan Stanley, he was a Chief Investment Officer in Madrid. Before this, he developed his
career as head of fixed income in New York, and, for a brief period at “la Caixa,” in the Treasury Department of the Bureau of Private Fixed Income. Javier has a degree in Law from the Complutense University of Madrid and completed the Finance and General Management program at IESE.
Iñigo Gallastegui is the Director of Products & Marketing and Consulting at Santander Private Bank.
Prior to his current post, he was the Territorial Director in Madrid for Santander Patrimonios. He also
previously served as Business Director in Santander Private Banking, as a Product Manager in Banco
Santander, and as General Director of Marketing for Santander Asset Management. Iñigo has an MBA
from the Harvard Business School, and a degree in Industrial Engineering from the University of Navarra.
SPEAKERS
Faquiry Diaz
Cala
President
Tres Mares Group
(U.S.)
Victor Hugo
Rodriguez
Managing Partner
& Co-founder,
CubaSera Asset
Management (U.S.)
Alex Felman
CIO
MFS Capital
(U.S.)
Jose Ignacio
Gonzalez-Aller
Managing Director
Fundación
Codespa (Spain)
Mariano Alcázar
Director of Digital
Transformation
Strategy
Bankinter (Spain)
José Martín
Cabiedes
Partner
Cabiedes &
Partners (Spain)
Lupina
Iturriaga
Executive Director
& Co-Founder
Fintonic (Spain)
Faquiry Diaz Cala is a venture capital and private equity investor in the Latin American and U.S. regions. He is
the President and CEO of the Tres Mares Group Inc. an innovation-driven holding company that invests and
co-invests alongside successful venture capital, private equity funds, and multilateral organizations throughout
Latin America and the U.S. Tres Mares’s investment focus is on transportation and logistics, agro-industrial, real
estate, and innovative emerging technology companies. Mr. Diaz serves as a board member or observer of various private, public corporate boards and non-profit organizations throughout. He is a graduate of the Wharton
School at the University of Pennsylvania and resides in Key Biscayne, Florida.
Victor Hugo Rodriguez is the Co-Founder and Managing Partner of CubaSera, where his roles include
firm management, business development, deal sourcing, structuring, and execution. He is an accomplished financial executive and TV economics news commentator who has founded and led several
capital markets firms, building an extensive network and media presence throughout the U.S. and Latin
America. The President and CEO of LatAm Alternatives since 2011 and the Co-Founder of LA Marketing & Communications since 2013, he has helped asset managers, hedge funds, private equity funds,
brokerages and other financial firms expand their presence across the Americas. Mr. Rodriguez founded
the LatAm subsidiary of a leading trading education provider, where he served as CEO. He is the Founder of the Hedge Fund Association (HFA) and Securities Traders Association’s (STA) LatAm Chapters.
Alex Felman is a veteran of the family office community; working as managing director with his own family
office, Felman Family Office, on the ground with local families in Brazil, China, Denmark and South Korea , and
remotely with other family offices globally for almost a decade. He uses his expertise in Molecular Toxicology
to advise them in biotechnology, healthcare, and other futuristic tech industries with the goal of maintaining
long-term wealth through innovation. He is hands-on with a number of early stage companies through his
position as a general partner of Venture Labs, and is a mentor, advisor, co-founder, and director of various other projects. Alex is currently based in Copenhagen, where he is pursuing his master’s in Bio-Entrepreneurship
from the Copenhagen Business School, and actively participates in the Nordic impact investing community.
José Ignacio González-Aller is the Managing Director of Fundación Codespa, where his key assignments have
been the expansion and consolidation of the foundation’s activities in 20 countries via the promotion of numerous public-private partnerships for development. He has led the internal reorganization of the institution,
its internationalization process, and the implementation of its results-based management techniques. He has
a master’s degree in Civil Engineering from Universidad Politécnica de Madrid, as well as a General Management Program qualification from the IESE Business School, Madrid. He has also attended various executive
programs at the London Business School (UK) and at INSEAD (France). Before joining Fundación Codespa, Mr.
González-Aller worked for several non-profit institutions in Spain.
Mariano Alcázar is the Director of Digital Transformation Strategy at Bankinter in Spain. He is a results-driven
strategic consultant with experience leading teams and providing strategic decision-making advice to financial
institutions across Europe and LatAm. His core competencies include: corporate strategy, digital banking,
behavioral economics, commercial strategy, international M&A deals, post-merger integration and digital
transformation. Mariano has broad experience in digital banking, strategy, and organic/inorganic growth. Previously he was a Director of Financial Services at KPMG Management Consulting. Mariano has University
degrees in Industrial Engineering and Business Administration, as well as a Master in Finance, Banking from
the London Business School.
José Martín Cabiedes is a Founder and Managing Partner at Cabiedes and Partners, which focuses on
early seed investments in internet and technology ventures, principally in Spain. He lectures on Entrepreneurship at IESE Business School and helped found UEIA, the first and only ICT-based Social Entrepreneurship Incubator in Spain. José Martín is also a Founder and Trustee of Hazloposible, a nonprofit
organization aimed at fostering civic involvement in NGO causes by effectively using ICT. He is on the
Board of Europa Press, the biggest news agency in Spain, and previously worked as an Executive Director of Fund Derivatives at BBVA. He has a degree in Industrial Engineering from ICAI at Universidad
Pontificia Comillas, and an MBA from IESE Business School.
Lupina Iturriaga is the Executive Director and Co-Founder of Fintonic, a mobile banking app offering
customers a unique access point to all of their financial information. Her prior experience includes stints
in the banking world in both New York and Madrid, which lead her to join IDEON Financial Solutions
as a Partner and Director in Financial Consulting. She developed her career to become an expert in financial planning, and with her entrepreneurial spirit, achieved the establishment of Fintonic, which has
grown in countries such as the U.S. to reach more than twenty million users. Guadalupe earned a degree in Business Administration and Management from Universidad Complutense de Madrid (CUNEF),
where she also earned a Master in Finance.
www.nybusinessgroup.org
SPEAKERS
Raul Aznar
CEO
Aznar Patrimonio
(Spain)
Alejandro
Waldman
Chief Risk Officer
Roberts Ingrey
Group
(Argentina)
James Emden
Vice-Chairman,
Colliers
International
(U.S.)
Juan Antonio
Gutiérrez
CEO
Mazabi
(Spain)
Miguel Ángel Luna
Managing Director
Banco Popular
Customer Banking
(Spain)
Daniel de
Fernando
CEO
MdF Family
Partners (Spain)
Paolo Mezza
Partner & CIO,
Arcano Wealth
(Spain)
www.nybusinessgroup.org
Raul Aznar is Managing Partner at AZNAR Patrimonio, a multi-family office specialized in family wealth management. He has been a faculty member of the Information Systems Department at ESADE Business School, teaching about the impact of new technologies on organizations, focusing on mobile business. He is vice-president and
co-founder of Big Ban Angels, the biggest private Business Angels Network in Spain, and member of the Supervising
Board of the Venture Capital Fund COMVAL Emprende. In 2010, he invested in Flywire (formerly peerTransfer), an
international payments platform with more than 1,000 million in transfers in 2015. Raul was awarded with the Best
Spanish Business Angel prize in 2013. He holds a Bachelor in Business Administration and MBA from ESADE Business School. He has more than 15 years of experience in settling and developing innovative and leading businesses.
Alejandro Waldman is the Head of Risk Management at Roberts Ingrey Group. From March 2003 to March 2011,
he was the Head of Risk Management at Antarctica Asset Management, a multi-billion-asset management company
specialized in hedge fund and global macro investments. Mr. Waldman holds a master’s Degree in International
Affairs and Economic Policy Management from Columbia University and a bachelor’s Degree in Business Economics
from Universidad Torcuato Di Tella, Argentina. He was previously a committee member of the London, UK GARP
(Global Association of Risk Professionals) chapter, and has been a GARP Director of the Buenos Aires chapter since
May 2011.
James Emden has over 36 years of experience in the commercial real estate industry, and is recognized
as one of New York City’s top real estate brokers. He spent over 35 years at the Edward S. Gordon
Company, of which he was a founding member. Throughout his career, Mr. Emden has negotiated leases
totaling in excess of two billion dollars in the New York market, primarily as a tenant representative. He
has represented a number of large financial, media, and consumer products companies, and his recognized excellence in the science and art of lease structuring and negotiation has motivated a number of
multinational companies to utilize his services outside the New York Tri-State area. Mr. Emden earned
his B.A. from Ohio State University.
Juan Antonio Gutierrez is the CEO of Mazabi Wealth Management, a multifamily office that manages
the real estate assets of six Spanish families. Previously, he was Director of Real Estate at Fortis Private
Bank. He has also been Director of Operations at BSCH Group, responsible for the property management of real estate funds. He is a regular speaker at forums and is a real estate professor at academic
institutions such as the Institute of Market Studies (IEB), the School of Architecture of Madrid, and the
Institute of Options and Futures of Madrid.
Miguel Ángel Luna Mansilla is Managing Director for Banco Popular’s Customer Banking, and a Managing Sub-director in the Banco Popular Group. He is responsible for sales management, marketing,
multichannel banking, business planning, direct office, Popular Financial Services, and Popular Private
Bank. He previously served as CEO of Banif; was responsible for Sales, Direct Channels, and Direct
Marketing at Activobank; and worked for Banco Comercial Portugués and Triple A Capital Partners. He
returned to Popular as Executive Director of the online office before joining Popular Private Bank as
Deputy General Manager. He also served as advisor CEO of this division, and as Deputy Director of the
group. Miguel Ángel earned a degree in Law from CEU Madrid, and an MBA in General Management
from IESE Business School.
Daniel de Fernando is CEO of MDF Family Partners in Spain, which is closely associated with WE Family
Office in the United States to facilitate broader services. Prior to this position, Daniel worked at J.P.
Morgan from 1998 until the end of 2002 in several responsibilities in Madrid, New York, Paris, London
and Geneva, eventually becoming head of investments for Europe, Middle East and Asia for J.P. Morgan Private Banking. From 2003 until 2008, he was the global head of Asset Management and Private
Banking of BBVA Group. Daniel is a graduate of law and business administration, Universidad Pontificia
de Comillas (ICADE).
Paolo Mezza is a Partner and CIO at Arcano Wealth. He served Arcano as an Investment Manager in the
multi-family office division, responsible for securities and manager selection, and for leading the firm’s
weekly Investment Committee and monthly Strategic Committee with active recommendations and
analysis. He was also a Vice-President in Arcano’s Marketing and Product Development Department.
Before Arcano, he was a Research Analyst at Credit Suisse and an Export Manager for Scandinavia at 3V
Group. Paolo has a Master of Science in Materials Engineering from Politecnico di Torino, and an MBA
from Instituto de Empresa Business School.
SPEAKERS
Jorge Coca
Managing Partner
Wealth Solutions
(Spain)
Enrique Tellado
CEO
EVO Bank
(Spain)
Gonzalo Rengifo
Abbad
Managing Director
Pictet Asset
Management
(Spain)
Juan Jesús Gomez
Cubillo
Managing Partner
Consilio
(Spain)
Fernando
Fernández
Professor of
Economics, IE
Business School
(Spain)
Rafael J. Arcenegui
Senior Manager
OnetoOne
Corporate Finance
(Spain)
Antonio Díaz-Barceló
Partner
OnetoOne
Corporate Finance
(Spain)
Jorge Coca is Managing Partner of Wealth Solutions, EAFI and part of the committees for family and investments by large families and family offices. Previously, he was Managing Director of Family Office Solutions, a
multi-family office dedicated to family wealth management. He has also served as Director of Financial Planning at Gestiohna Financial Advisors, implementing a model of financial planning, advice and private banking,
and managing a portfolio of private and institutional clients. Jorge graduated in the bilingual group of Administration and Management (Carlos III University, Madrid), and earned a Master in Financial Markets and Exchange
Stock Market Studies (IEB). He holds the title of European Financial Advisor for the European Financial Planning
Association (EFPA).
Enrique Tellado Nogueira received his degree in Economics and Business at C.E.U. San Pablo - Complutense de Madrid. He studied at the Ecole Supérieure du Commerce Exterieur de Paris and at the
London School of Economics. Since 1998, he has held senior positions in strategic consulting firms
McKinsey & Company and Boston Consulting Group. He joined the banking industry in 2007, where he
has held various positions in areas of Strategy and Finance. As Chief Financial Officer until 2012, he ran
NCG Bank’s project to privatize banking as part of the restructuring of banking in the Spanish financial
system. In February 2014, he joined EVO Bank as CEO.
Gonzalo is a graduate in economics and business by CUNEF (Colegio Universitario de Estudios Financieros) in
Madrid, that he completed with several financial specialization trainings. With an extended experience of over
20 years in the financial industry, Gonzalo joined Pictet in 2002 as Regional Head for Spain, Portugal and Latin
America. He began his investment career as an Analyst and Portfolio Manager in Safei in 1988, and subsequently assumed different positions of responsibility in the Private Banking area, as Director at Banco Urquijo
and Deputy Head at Schroders. Gonzalo often participates in economic specialized television and radio
broadcasts.
Juan Jesús is a graduate in Economics and Business Studies of the Universidad de Navarra, and is certified as
European Financial Advisor (EFA). He holds a Diploma in Financial Markets and Wealth Management from
Georgetown University. He has 19 years of experience in the financial sector, specializing in the fields of
wealth management and financial advisory. He was a director at Morgan Stanley and was the mandated
manager of the Private Banking arm of Cajamar Savings Bank. In the “family office” field, he was the Managing Partner of Arcano’s Family Office Area and Director of Tressis UHNWI Group. Juan Jesús is a Founding
Member and Partner of Consilio Asesores Patrimoniales Independientes EAFI, S.L. He is married and has four
children.
Fernando Fernández joined IE Business School as Professor of Economics in September 2009. His professional development, which reflects his personal interests, has led him to explore all the different Economics fields. He started as a scholar fully dedicated to teaching and research; afterwards he worked
in international economic policy at the IMF, in the banking arena at Santander Group, in international
consulting, and as Rector of private universities. Fernando has also been a regular contributor, as an
economics and political analyst, to various radio and television networks. He earned both his Bachelor
of Science and Ph.D. in Economics from Universidad Autónoma de Madrid.
Rafael J. Arcenegui is a Senior Manager in Real Estate at OnetoOne Corporate Finance, with 15 years of experience
in banking, financial markets, and investor relations. While at Caja Mediterráneo, he set up the IR office and took
over institutional relations with investment banks, rating agencies and investors. He became in charge of wholesale
funding and later worked as an independent consultant for international clients. He has a Diplôme de Grande École
de Commerce-MSc and a master’s degree in Finance from École Supérieure de Commerce de Paris (ESCP Europe).
Antonio Díaz-Barceló is a Partner at OnetoOne Corporate Finance, responsible for the Real Estate
sector. He has over 25 years of experience and has managed investments and divestitures totaling over
€20 billion. His career began at Arthur Anderson, and took him through ABN AMRO and BBVA, where
he led equity research. Antonio has been a director at Sareb, Acciona, and Grupo Rayet, and served on
several Boards. He was also President of the Georgetown Club of Spain, and a professor of strategic and
financial analysis at elite universities. Antonio has a B.S.B.A. from UNED, an MBA from Georgetown,
and a Cum Laude PH.D. from Universidad Politécnica de Madrid, which won him the Manuel Alonso
prize from the Madrid Association of Engineers and the Regional Government of Castille-La Mancha.
www.nybusinessgroup.org
SPEAKERS
Luca Torre
CO-CEO
Gawa Capital
(Spain)
Evan Miller
Co-CEO
Gabelli Securities
(UK)
Lara Viada
Senior Associate
Vivergi Social
Impact Fund at
Ambar Capital
(Spain)
Rodrigo Aguirre
CIO
Ambar Capital
(Spain)
Pep Navarro
Business
Development
Manager
OD Group
(Spain)
Miguel Alba
Director
Vozpopuli
(Spain)
Luca is the co-founder and co-CEO of GAWA Capital, Spain’s leading impact investment firm, with more than €50
million under management in financial inclusion. He has spent most of the last 15 years working with and advising
microfinance and financial institutions and SMEs. Prior to GAWA Capital, he was an investment banker for Credit
Suisse’s Latin America Financial Institutions Group, worked in India for Annapurna, and in Cambodia for the International Finance Corporation. He began his career at the Boston Consulting Group, focusing on the financial
services sector and working specifically with large Italian banks, to better serve their SME segments. Luca has a BSc,
First Class Honours, from the University of Brighton (UK), and an MBA from the Kellogg School of Management at
Northwestern University (named Siebel Scholar).
Evan Miller, CFA, is Managing Director and head of Gabelli’s London office and is part of the firm’s global value
investment team. Mr. Miller is also co-CEO of Gabelli Securities International UK, Ltd. He has been investing in
corporate restructurings, with an emphasis in the telecommunications industry, for over 25 years. Prior to joining
Gabelli, he was the Senior European Telecommunications Research Analyst with Lehman Brothers and Credit Suisse
First Boston in London. He holds an MBA from the University of Chicago and BA in Economics from Northwestern
University.
Lara Viada is Senior Associate at Vivergi Social Impact, a social entrepreneurship fund in Spain. She
is passionate about Social Entrepreneurship and Impact Investing, believing that organizations with a
sustainable business model can solve pressing social and environmental issues in a sustainable way. She
has had experience in Impact Investing in the US (OPIC) and Latin America (GBF), providing business advisory and analyzing investments. In Spain, she previously managed one of Spain´s leading accelerators
for Social Enterprises. Lara has a degree in Business Administration and Management from Universidad
Autónoma de Madrid, and an MA in International Relations and Economics from the Johns Hopkins
University Paul H. Nitze School of Advanced International Studies.
Rodrigo Aguirre is CIO of Ambar Capital and Manager of Vivergi, the first impact investment fund registered
in Spain, and largest of its kind. Vivergi aims to invest in and accompany companies with significant social or
environmental impact, financial performance, and scalability potential, while seeking to solve the pressing issues facing Spain. Rodrigo was Founder and CEO of SocialBid, the first social company in the world dedicated
to helping NGOs increase their funding through internet sales of donated products. He was elected a social
entrepreneur by Ashoka in 2009, and is a speaker and professor of issues related to social entrepreneurship
and online startups. He previously headed eBay Spain and served on the advisory Board of Groupon. Rodrigo
has a degree in economics, magna cum laude, from Northwestern University.
Pep Navarro is Business Development Manager at OD Group, a holding of companies oriented towards
leisure and entertainment industries, understanding hospitality and property management as strategic
areas for development. Previously, he was CEO at Roca Borrás, a developer and constructor company in
the real estate market. He has also been Director at Caixa Terrassa. He has launched the Ocean Group
Capital I Sicar investment fund which invests in hotel assets and recently he is in process to launch the
Ocean Group Capital II SIF. He has a degree in Marketing and Business Management and a master in
Real Estate Management.
Miguel Alba Carmona is a director at Vozpópuli digital newspaper, responsible for Banking content. He previously was responsible for the same section at El Diario, and worked in technology and trends for the launch
of the Spanish edition of Esquire magazine. Miguel has a degree in Information Sciences from the Universidad
Complutense de Madrid.
Global Private Wealth Forum
London
September 22nd & 23rd, 2016
Agenda Outline - June 6th, 2016
8:00 Registration & Continental Breakfast
9:00 Chairman’s Opening Remarks
Juan Garrido, Managing Partner & Founder,
Weston Hill (Spain)
9:15 Leopoldo Alvear Trenor, CFO, Bankia (Spain)
Miguel Alba, Director, Vozpopuli (Spain)
Enrique Tellado, CEO, EVO Bank (Spain)
10:00 Spanish Executives’ Roundtable
This discussion will be conducted by EU business leaders who are internationally recognized as top players in the global financial community.
Moderator: Luis Sans, Managing Partner & Founder, Weston Hill (Spain)
Macroeconomic Outlook for 2016
The global economic climate has far-reaching and tangible effects in the financial
industry. This session will examine how international events are influencing asset
allocation and strategic decision making, and the effect alternative assets are having on the balance of portfolios during the current economic forecast.
Moderator: Javier Miñana, Managing Director, New York Business Group (US)
Fernando Fernández, Professor of Economics, IE
Business School (Spain)
María Vázquez, Managing Director, GFED (Spain)
Federico Steinberg, Principal Economist, Royal
Institute El Cano (Spain)
10:45 Networking Break
11:00
Institutional Investors in Latin America
Jose Quiñones, Senior Investment Advisor, ONP
Peruvian Public Pension Fund (Perú)
Mario Amigo, CIO, HSBC Fundo de Pensao
(Brazil)
Francisco Reis Jr., Senior Pensions Manager,
Icatu Fundos de Pensão (Brazil)
11:40 Olivier Wibo, Head of Portfolio Analytics & Risks
for EMEA & APAC, Bloomberg (UK)
12:10 Presentation:
Strategic investments and portfolio management with Bloomberg
Liquid Alternatives
12:50 Global Family Offices
13:45 Mohammad Al Duaij, Managing Director,
ALEA Group (Kuwait)
Ariel Sendes, CIO, W Advisors (Brazil)
Stefan Rohmer, Independent Family Advisor,
(Switzerland)
Thorsten Gohlke, Managing Partner,
GFEP Family Equity (Germany)
Networking Luncheon
14:40
Agribusiness: Europe and Beyond
Historically, Latin American institutional investors have become more sophisticated,
increasingly utilizing alternatives across the continent. Here, we will explore how these
investors navigate the social, economic, and political realities to effectively allocate in
alternatives. In the current climate, where can interested investors look to maximize
the benefits of their investments, and what factors should influence their approach?
Moderator: Juan Garrido, Managing Partner & Founder, Weston Hill (Spain)
Our panelists will discuss the variety of liquid alternatives available, as well as the tendencies of allocating into this asset class. Why do certain alternative strategies perform
particularly well as opposed to others, and how should differences in returns across
liquid alternative funds influence an investor’s approach?
This conversation will delve into how international family offices are sourcing
opportunities in alternatives, with a particular focus on direct investment vs. manager
allocation.
Moderator: Andrew Hoffmann, Alternative Investment Strategist, PIMCO (US)
This session will talk about agribusiness as an option for investment, elaborating on
the kinds of endeavours available and their potential for generating both financial and
developmental impacts.
Moderator: Jose Maria Garrido, Managing Partner & Founder, Weston Hill (Spain)
15:15 The Asset Management Industry in the EU
Leading EU asset managers will discuss the way they have adapted their investment
approaches to encompass a more international scope.
Moderator: Tom Collier, Head of Alternative Investments, PIMCO (UK)
Remo Bosch, CEO, Remo EAFI (Spain)
Stefan Becker, CIO & Partner,
Richmont Capital (Switzerland)
Ignacio Martin, CIO & Partner, Consilio (Spain)
Narciso Vega, CEO, Black Onyx EAFI (Spain)
Cayetano Martinez de Irujo, Duke of Arjona
(Spain)
Anthony Ritossa, CIO,
Ritossa Family Office (Slovenia)
Peter Zeller, CEO, Fresh Corporation
(Switzerland)
Ricardo Arambarri, CEO, Vintae (Spain)
Álvaro González, Partner, Altamar (Chile)
Juan Luis Ramírez, Founding Partner,
Portobello Capital (Spain)
Hendrik Klein, CEO, Da Vinci Invest (Switzerland)
Gonzalo Rengifo, Managing Director, Pictet
Asset Management (Spain)
16:00 Presentation: Investing in Today’s Alternative Financial Economy
Tom Collier, Head of Alternative Investments,
PIMCO (UK)
16:30 Tapas Roundtable Workshop and Wine Tasting
The Great Debate: Team up with your peers to present an opinion to the group!
Moderator: Andrew Hoffmann, Alternative
Investment Strategist, PIMCO (US)
www.nybusinessgroup.org
Agenda Outline - June 7th, 2016
8:15 Registration & Continental Breakfast
9:00
Chairman’s Opening Remarks
9:05
Spanish Private Banking
9:35
Presentation: Conducting Business in Cuba
10:00 Impact Investment
10:35
Networking Break
10:50
Venture Capital: Financial Technology
11:25
Presentation: Investment and Management of Hotel Assets
12:00
This conversation will explore diversification in wealth management in Spain.
Our joint presenters will analyze a variety of factors influencing foreign business
in Cuba, including relevant economic reforms and their implications, as well as the
challenges and opportunities in the short-, mid-, and long-term.
The conversation during this session will focus on utilizing impact investing
opportunities to generate measurable and beneficial, social and environmental
changes while producing financial returns.
Moderator: Lara Viada, Senior Associate, Vivergi (Spain)
We will explore how innovations in FinTech are creating waves in the asset
management industry.
Moderator: Mariano Alcazar, Director of Digital Transformation Strategy,
Bankinter (Spain)
Opportunities in Real Estate
This group will discuss where the most promising real estate opportunities lie,
particularly focusing on Europe and off-shore ventures.
Moderator: Rafael Arcenegui, Senior Manager, ONEtoONE Real Estate (Spain)
Juan Garrido, Managing Partner &
Founder, Weston Hill (US)
Alberto Calvo Carrasco, Director,
BBVA Grandes Patrimonios (Spain)
Manuel Sanchez del Valle, Managing Director,
Popular Private Bank (Spain)
Javier Estrada, Chief Investment Strategist,
Caixabank (Spain)
Iñigo Gallastegui, Product Director, Santander
Private Bank (Spain)
Faquiry Diaz, President, Tres Mares Group (US)
Victor Hugo Rodriguez, President, CubaSera
Asset Management (US)
Rodrigo Aguirre, CIO, Ambar Capital (Spain)
Alex Felman, CIO, MFS Capital (US)
Jose Ignacio Gonzalez-Aller, CEO, Fundacion
Codespa (Spain)
Luca Torre, Co-CEO, GAWA Capital
José Martín Cabiedes, Partner, Cabiedes &
Partners (Spain)
Lupina Iturriaga, Executive Director, Fintonic
(Spain)
Raul Aznar, CEO, Aznar Patrimonio (Spain)
Pep Navarro, BD Manager, OD Group (Spain)
Alejandro Waldman, Chief Risk Officer, Roberts
Ingrey Group (Argentina)
Antonio Díaz-Barceló, Partner, ONEtoONE
(Spain)
James Emden, Vice-Chairman, Colliers
International (US)
Juan Antonio Gutierrez, CEO, Mazabi (Spain)
12:30
Networking Break
12:45 Presentation: Iberia - Recovery & Growth
Paz Ambrosy, Managing Partner, Global
Institutional Investors (Spain)
13:10
Roundtable: Spanish Family Offices
Representatives from top Spanish family offices will discuss diversification in
wealth management.
Moderator: Miguel Ángel Luna, Managing Director Customer Banking, Banco
Popular (Spain)
Daniel de Fernando, CEO, MdF Family Partners
(Spain)
Paolo Mezza, CIO, Arcano Wealth (Spain)
Jorge Coca, Managing Partner, Wealth
Solutions (Spain)
Juan Esquer, Managing Partner,GBS Finanzas
(Spain)
Juan Jesús Gomez Cubillo, Managing Partner,
Consilio (Spain)
14:05 Presentation: Earning Risk Adjusted Returns in Today’s Market
Evan Miller, Co-CEO, Gabelli Securities (UK)
14:40 Networking Luncheon
www.nybusinessgroup.org
WESTON HILL Global Investments FORUM: Madrid
Q: In a landscape of volatile market conditions
and low returns in traditional assets and Hedge
Funds, Private Equity still appears to be a
strong alternative. Where do Family Offices see
opportunities nowadays?
JUAN GARRIDO
Managing Partner
Weston-Hill Capital
U.S.
Weston Hill manages investment vehicles in high-yield
financial assets. The Company’s main activities focus on
providing services for M & A,
restructuring, liquidation processes, acquisition and management of distressed debt
for its shareholders, customers and investors.
A: The weak growth in developed economies,
with forecasts for the U.S. around 2.5% and 1.8%
for the eurozone, is not enough to offset the
slowdown in emerging economies. Deleveraging
must continue in the developed world, with
inflation and interest rates very low, and too many
doubts that discourage investment.
Given this outlook, emerging economies must
also face China’s soft (or hard) landing, the
monetary normalization in US and falling prices
in commodities and the developing economies
must face the war in the Middle East, the migrant
crisis in Europe, etc.
In the old times, in this kind of situations, you
typically would invest in gold, US Treasuries or
cash but now interest rates on bank savings
accounts are close to zero, bonds are vulnerable
to rising central bank rates in the US and UK, and
the gold price has been for many years in a bear
market.
In this context, we are under the impression that
we are in a world with no safe havens left.
Of course the big question is where to invest and
of course gold, bonds and cash will remain as
potential safe haven investments in the future but
maybe, we should consider in those days other
alternative safe haven investments like real estate,
agriculture or timber.
Q: Where are the Real Estate Opportunities?
A: In terms of real estate we are seeing a lot of
opportunities in hotels, shopping centres, baskets
of apartments and mortgages loans.
Q: Where are the opportunities in terms of
Small/Mid Caps?
A: In terms of Small/Mid Caps we are seeing a lot
of opportunities, but we are focusing on the agro
business and in the dental chain sector in Spain.
Global Private Wealth
Forum London
September 22nd & 23rd, 2016
About Juan Garrido
Juan Garrido is the Managing Partner and CEO at Weston Hill,
a company focused in wealth and asset management in Spain
and LatAm. Previously, he was the Global Head of Investment
Solutions at BBVA Private Bank based in New York. BBVA has
extensive private banking businesses around the world including, Spain, Mexico, US, Switzerland, Turkey, China, and South
America.
Before assuming his current responsibilities, he was Head of
Investment Solutions for the Spanish Private Banking Division,
defining the specific value proposal for Spanish HNWIs customer base.
Previously, in the late nineties, Mr. Garrido founded SciEcon, a
quantitative investment company. After years working for the
most important Banks, Asset Managers and Insurance companies in Spain and Portugal, finally SciEcon sold itself to BBVA.
Mr. Garrido has a Bachelor’s degree in Physics and a Ph.D in Finance, both from Complutense University and has algorithms
registrations in fields like portfolio selection, optimal asset allocation, statistical arbitrage and bonds arbitrage.
MADRID
JUNE 6-7, 2016