V Spain Investors Meeting

V Spain Investors Meeting - Madrid 2019 is the most sophisticated gathering for Institutional Investors and Family Offices
seeking opportunities to create value and discuss the most recent trends in capital preservation, investment strategies and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.

 

Hotel Wellington Madrid. Calle de Velázquez 8, Madrid | October 23rd, 2019

SPEAKERS

Íñigo Susaeta

Íñigo Susaeta
Managing Partner
Arcano Partners
(Spain)

Managing Partner – Socio Director General de Arcano Family Oficce

25 años de experiencia en el área de Banca Privada y Gestión de Patrimonios. Ha sido Director General de N+1 Patrimonios, Director General de FortisBank Banca Privada, Director de Banca Privada de Banco Urquijo y Subdirector de Banca Privada en CaixaBank

Inició su carrera profesional en Andersen Consulting como Consultor de Estrategia en el sector de Entidades Financieras, en España y en México, estando en este país involucrado en la Privatización de la Banca Mexicana

Licenciado en Ciencias Económicas y Empresariales por el Colegio Universitario de Estudios Financieros (CUNEF)

Certificado por el Family Firm Institute (Boston) como Family Wealth Advisor y Family Business Advisor

Miembro del Club de Asesoramiento de la Empresa Familiar (CAEF)

Miembro del Consejo Asesor de CUNEF Alumni y del Grupo El Enebro Tempos-Vega Sicilia

Phil Walker

Phil Walker
COO
Hipoges Spain
(Spain)

Phil has more than 30 years of experience in the financial sector. He has wide knowledge about all assets classes from Retail, SME and Corporate, having worked in the different phases of the asset recovery cycle from NPL to REO.

He has extensive international experience through different projects in Europe, USA, Australia and as far as El Salvador. For more than 20 years he was the CEO of Expert Banking Services consulting in the Collections and Recovery arena.

Before joining Hipoges Phil worked with Investors Cabot Europe and Arrow Global, where he built and managed significant sized portfolios across Spain, Portugal, France and other markets. Selected local servicers, purchased and engaged servicers and managed workout of portfolios across all asset classes NPL, Retail, SME, Corporate and REO.

Phil currently manages in excess of €15b of assets and his experience gives him unique insights from both the investor and servicer perspectives across Iberia.

Adela Martin

Adela Martin
CEO
Santander Private Banking
(Spain)

Adela Martn is Head of Private Banking at Santander Private Banking. Untl she was incorporated to Banco Santander

in July 2015, she had developed her professional career at Bankinter over more than 15 years, having been responsible

for Private Banking since 2009. She has been a member of several Boards of Directors in Spain and Luxembourg, and

is currently President of Santander Private Banking Gestón. Adela holds a degree in Business Administraton (ADE)

from Rey Juan Carlos I de Madrid University, an MBA from IE Business School, and PDD from IESE Business School.

Daniel de Fernando

Daniel de Fernando
Founding & Managing Partner
MdF Family Partners
(Spain)

Daniel de Fernando is a Founding & Managing Partner at MdF Family Partners in Spain, which is closely associated with WE Family Offices in the United States in order to facilitate broader services. Prior to this position, Daniel worked at J.P. Morgan from 1998 until the end of 2002 in several roles in Madrid, New York, Paris, London and Geneva, eventually becoming head of investments for Europe, the 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 of Universidad Pontificia de Comillas (ICADE).

Jorge Coca

Jorge Coca
Founder & Managing Director
Wealth Solutions EAFI
(Spain)

Jorge Coca is Founder & Managing Director of Wealth Solutions, EAFI, where he is 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).

David Cienfuegos

David Cienfuegos
Head of Investments
Willis Towers Watson
(Spain)

David cuenta con más de 17 años de experiencia en gestión de activos y asesoramiento en inversiones a clientes institucionales a nivel global, habiendo desarrollado su carrera en Nueva York, Londres y Madrid. Actualmente es Senior Director y responsable del negocio de inversiones de Willis Towers Watson en España. David ocupa también el cargo de Presidente de CAIA Iberia, y es profesor del Máster en Finanzas de la Universidad Carlos III de Madrid (UC3M).

Con anterioridad a su incorporación a Willis Towers Watson, David fue Socio y Director de Inversiones de Frontier Investment Management LLP (ahora parte de Apollo Multi Asset Management LLP), boutique especializada en gestión alternativa y carteras multi-activo con sede en Londres, y Analista Senior en Bassini Playfair Wright LLC, una firma especializada en la gestión de ‘hedge funds’ y ‘private equity’ en Latinoamérica con sede en Nueva York.

Licenciado en Administración y Dirección de Empresas por la Universidad de Oviedo, habiendo completado posteriormente su formación en el extranjero con un MBA en Pace University, Lubin Graduate School of Business (Nueva York, EE.UU), un posgrado en Ingeniería Financiera en University of London, Birkbeck School of Economics, Mathematics & Statistics (Londres, Reino Unido) y un Executive Education Program en Harvard Business School (Massachusetts, EE.UU). Además, está acreditado con la designación profesional de Analista de Inversiones Alternativas (CAIA®).

Gonzalo Rodriguez-Fraile

Gonzalo Rodriguez-Fraile
CEO
A&G
(Spain)

Gonzalo Rodríguez-Fraile se unió al grupo hace más de 15 años. Es miembro del Comité de Dirección de A&G, socio de la compañía y forma parte del Consejo de Administración del banco desde 2008. En 2015 fue nombrado también miembro del Consejo de Administración de AIGA Advisory, filial del Grupo A&G especializada en operaciones corporativas y gestión alternativa. Desde enero de 2019 es Consejero Delegado de la entidad. Antes de incorporarse como banquero a A&G en 2003 trabajó como analista en Credit Suisse First Boston en Londres y Madrid. Rodríguez-Fraile es Licenciado en Administración y Dirección de Empresas (ADE) por CUNEF.

Hugo Aramburu López-Aranguren

Hugo Aramburu López-Aranguren
Managing Partner
Diaphanum Valores
(Spain)

Hugo Aramburu López-Aranguren is Director of the Madrid office and a Partner at Diaphanum Valores. Having earned a Bachelor of Business and Law from ICADE (E-3), he became an attorney at Uría & Menendez. In 2000, he moved on to Corporación Financiera Alba as an investment analyst. From there, he joined Banca March in 2006 with different responsibilities in March Fund Management and Private Banking. In 2009, he was appointed Deputy General Director of the bank, and in 2012, General Director of Private Banking. He has also previously been a Director at ACS Servicios y Concesiones, Madrileña Red de Gas, and Consulnor.

Alfonso Martínez Parras

Alfonso Martínez Parras
CEO
BNP Paribas Wealth Management
(Spain)

Empezó su carrera en KPMG... posteriormente fue Director de Banca privada en Chase Manhattan hasta la fusion con JP Morgan donde fue Presidente de la Sociedad Gestora y responsable de Banca Privada de JP MOrgan SA que era el negocio que provenía del Chase.

En la actualidad es Director General de BNP Paribas Wealth Management donde se responsabiliza del Key Client Group en España.

Alberto Ruiz

Alberto Ruiz
Managing Director
Omega Capital
(Spain)

Antonio Muñoz-Suñé

Antonio Muñoz-Suñé
Managing Director & CIO
Trea Asset Management
(Spain)

Antonio Muñoz-Suñé joined Trea as CEO of Trea Asset Management, after extensive international experience in asset management. He has been CEO of EIM SA in the U.S. and Switzerland for 8 years, leading the growth of the company from $2bn to $15bn AUMs. Prior to that, he was senior portfolio manager at BNP/Paribas Asset Management in London, Fischer Francis (FFTW) in New York, and JP Morgan in London. Antonio holds an MSc degree in Finance from the London Business School and a PhD in Music from the University of Michigan.

Keko Martínez

Keko Martínez
President
Ariete Family Office
(Spain)

Francisco Martínez es Propietario Fundador y Presidente del Grupo Ariete Wealth Management que funcionan como un Multi FamilyOffice orientado a Deportistas de Elite, Artistas y Empresarios o Emprendedores, donde se les proporciona un servicio de consejo integral y multidisciplinar desde los valores y la independencia.

Creada en 2009 el lema de Ariete es “Capital en tu Vida”, ya que El Capital sin Alma no tiene sentido. El Método de Consejo integral del patrimonio es de autoría propia y siempre dentro de la coherencia vital y emocional de los objetivos de las familias que aconsejamos

Francisco fue durante 20 años futbolista profesional, siendo su marca “Keko Martínez” Por experiencias propias y del mundo del que proviene creo la empresa que le gustaría que le hubiera acompañado en su vida profesional cuidando de su futuro.

Con la Carrera de Administración y dirección de empresas cursa El Master de Mercados Financieros de la Barcelona School of Management y El master en Mercado Inmobiliario de la Universidad de Barcelona. Además es European Financial Planner por €FPA.

Es presidente de varios consejos de administración en Sicav´s españolas e internacionales, además de presidir el Grupo Ariete y diversos fondos con objetivos de inversión en activos inmobiliarios

Miguel Angel Garcia Brito

Miguel Angel Garcia Brito
Partner
ICapital
(Spain)

Enrique Barroso Recasens

Enrique Barroso Recasens
Iberia and Latam Senior Advisor
Lombard International Assurance
(Luxemburgo)

Juan Carlos Canudo

Juan Carlos Canudo
Director de Inversiones Alternativas
Solventis
(España)

Carlos Garcia Ciriza

Carlos Garcia Ciriza
Managing Partner
C2 Asesores Patrimoniales
(Spain)

Carlos Garcia Ciriza has been an advisor in family, business, and institutional wealth for more than 20 years. He has worked in private banking entities, including Banif, Lloyds Bank, Banco Urquijo, and Santander Private Banking, always executing functions related to financial advisement for large estates. In 2003 he founded C2 Asesores Patrimoniales, the first EAFI of Navarra and one of the first in all of Spain. He has also participated in the creation of several companies, some of which he remains involved in to this day. Carlos is a founding member of the think tank, Institute for the Promotion of Independent Financial Advice, along with several other EAFIs and three financial entities (UBS, Bankinter, and Andbank). Carlos is also founder and current President of ASEAFI (Asociación Española de Empresas de Asesoramiento Financiero). He has a law degree from the University of Navarra, a Master in Financial Services and Financial Management from IEB and is a Certified European Financial Advisor and member of EFPA.

Alberto Alonso Regalado

Alberto Alonso Regalado
Managing Director
Grupo Valía
(Spain)

Alberto Alonso Regalado is Managing Director at Grupo Valía. He began his professional career in the financial sector in the United Kingdom, later returning to Spain to be part of the founding team of Inversis Banco as equity management coordinator. He is CEO of Grupo Valía Asesores Financieros EAFI, CEO of Valía Business Consulting (VBC), and a member of the Board of Directors of Economists of Spain EAF-CGE. In the teaching realm, he serves as a professor at the Business Institute (IE Business School), the Higher Institute of Law and Economics (ISDE), and the Institute of Stock Market Studies (IEB). He has a degree in economics from Universidad de Salamanca, a Master in Portfolio Management from Instituto de Estudios Bursátiles, and completed the Senior Management Program at IE Business School.

Juan Andres Llamas

Juan Andres Llamas
Director Private Bank
CaixaBank
(España )

Carlos Tejerizo

Carlos Tejerizo
Head of Spain Desk in Luxembourg
CA Indosuez Wealth Europe
(Luxembourg)

Carlo Tejerizo is the Head of Wealth Management for Spain at Indosuez Wealth Management. Previously, he was a Senior Banker at Santander Private Banking International serving European clients, as well as a Director at Banco Madrid (Team Head), UBS (Wealth Management - Spanish Desk), and at Banco Sabadell (Private Banking). He received a bachelor's degree in Law from Universidad San Pablo - CEU, and an IMBA in Finance from IE Business School.

Pedro Yagüez

Pedro Yagüez
CEO
Columbus Investment Partners
(UK)

Pedro Yagüez is a founding partner and Chairman of Columbus Investment Partners, a specialized European small-mid cap equity fund. He previously served Governance for Owners as a Senior Partner, and was Head of Pan-European Equities at both AIM Investment Managers in Dublin, and Citi Group Asset Management. Pedro hold a bachelor’s degree in Economics from Universidad Complutense, Madrid; a Master in Business Administration from IE Business School, Madrid; and a Master in Finance from the London Business School.

Luis Buceta Casteleiro

Luis Buceta Casteleiro
CIO
Banco Alcalá Wealth Management
(Spain)

Luis Buceta Casteleiro is CIO of Banco Alcalá, responsible for Variable Income Crèdit Andorrà Financial Group. Before his current position, Luis was a Senior Portfolio Manager and Director of Equity Investments at BNP Paribas Wealth Management in Spain. Past experience includes stints at financial institutions such as JP Morgan Chase and N + 1 in the private banking department. Luis is a member of the Board of Directors of CFA Society Spain, and also teaches at various business schools and universities. His teaching includes CFA degree training programs for levels I, II, and III, taught at the IEB, CIFF, CUNEF (master's degree in Finance), AFI, and previously at IE, ICADE (university master's degree in Finance), and BBVA. Luis is a CFA Charterholder, has an Executive MBA from IESE Business School, and holds a degree in Economic and Business Sciences and a degree in Market Research and Techniques from ICADE.

Xevi Moreno Tarres

Xevi Moreno Tarres
CIO
Grupo Hna
(Spain)

Diego Gonzalez

Diego Gonzalez
Investments Director
Cobalto Inversiones
(Spain)

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