IV Spain Investors Forum – Mallorca

Global Private Wealth - Mallorca 2019 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.
 

March 6, 2019 | Hotel Meliá Palma Marina

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

FEATURED SPEAKERS

Íñigo Susaeta

Íñigo Susaeta
Managing Partner
Arcano Partners
(Spain)

Jonathan T R Silverman

Jonathan T R Silverman
Jt Managing Director
Silverman Advisory
(UK)

Jonathan founded and ran his own firm from 1981 to 2017, which he led to become a highly-regarded, mid-sized London practice. Jonathan structured the operation and made it an attractive proposition for a larger practice and successfully merged it with a national firm.

An expert legal practitioner, business owner, and a recognised industry leader who is a guest lecturer at the University of the Arts and an international speaker, Jonathan is regularly asked for his comment by the BBC, Sky, national and specialist press, Respected for his pragmatic problem solving, he applies a similar approach to the guidance provided to Silverman Advisory clients. Jonathan has also held non-executive directorships for several businesses in a variety of sectors.

Lorenzo Fluxà

Lorenzo Fluxà
Private Car Collector and Investor
(Spain)

Eduardo Olier

Eduardo Olier
President - Instituto Choiseul
Partner - Almira Capital
(Spain)

Eduardo Olier is a Partner at Almira Capital and president of the thinktank, Instituto Choiseul España. He taught mathematicss at the ETSI de Telecomunicación de Madrid, and has held various positions at ESA, Repsol, the industrial group BBVA, Deloitte Consulting, NEC, Bearing Point, and Korn Ferry. He is head of the department of Geoeconomy and International Strategy at the Universidad CEU San Pablo and president of the Instituto Empresa y Humanismo at the Univeristy of Navarra. He sits on the board of several international companies. Eduardo has a PhD in Telecommunications from the Universidad Politécnica de Madrid and a diploma from Harvard Business School.

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.

Jose Antonio Parra

Jose Antonio Parra
Partner
Almira Capital
(Spain)

Jose Antonio Parra is a partner at Almira Capital. He spent many years serving as Executive Director of DIA China, where his business development efforts helped open 500 points of sale. He previously served DIA as an International Logistics Director and the Operations Director of the Madrid Region. Jose Antonio has invested in private schools in Southern Europe. He graduated as a Senior Engineer of Aeronautics from the Polytechnic University of Madrid, and earned an MBA from IE Business School, a master’s degree from the China Europe International Business School, and master’s degrees from INSEAD.

Javier Lluch

Javier Lluch
President
Element Development
(United States)

Mr. Javier Lluch has successfully developed and managed real estate projects, properties and investment funds from Florida to Illinois for almost two decades, including partnerships with some of the largest U.S. real estate firms, articulating real estate investment transactions close to a billion dollars.

While working for Citigroup and Morgan Stanley, Mr. Lluch negotiated and established important institutional relationships in the U.S. and Latin America, managing relationships worth upwards of a billion dollars of investment funds.

Mr. Lluch graduated in Economics from the University of Western Ontario in Canada, and attended the Master’s program for Civil Engineering in Construction Management at Florida International University. He also has several real estate certificates of specialty studies from accredited U.S. institutions such as CCIM, and LEEDS.

Iñigo Gallastegui Alcoz

Iñigo Gallastegui Alcoz
Head of Product Strategy & Marketing and Advisory Services
Santander Private Banking
(Spain)

Iñigo Gallastegui Alcoz is the Director of Products & Marketing and Consulting at Santander Private Banking. 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.

Antonio Dezcallar

Antonio Dezcallar
President
Classic Car Rally, Isla Mallorca
(Spain)

Antonio Dezcallar began his career in 1998 while at university with the launch of a wind farm in Menorca, Spain, of 19.5 MW. He sold this, his first professional project, in 2001. From then on, he has managed his family’s assets, carrying out the improvement of buildings and other properties. In 2005, he launched the Classic Car Rally Isla Mallorca, which today consists of 14 editions and continues to grow. In 2009, Antonio created Mallorca Driving: the first classic vehicle rental company in Spain without drivers, offering a club option of part-time car sharing and a fleet of 13 cars. His passion has led him to build 5 rally cars, and to participate in national and international competitions as a driver. Accomplishments include winning the Shalymar rally in 2006 and the Rally Costa Azahar in 2010. In May 2014, Antonio launched the first electric indoor karting in Spain, which will begin expansion as a franchise in May.

Raul Aznar Gonzalez

Raul Aznar Gonzalez
Managing Partner
AZNAR Patrimonio
(Spain)

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 Martínez Fuster

Alejandro Martínez Fuster
Founding Partner & CIO
Efe & Ene
(Spain)

Alejandro Martínez is a Founding Partner and CIO of Efe & Ene. With a background in the management division of Morgan Stanley SV, he is the main person responsible for SICAV performance of the Collective Investment Institutions and for client portfolios. He has been a speaker for numerous courses and conferences and is a regular expert collaborator on investment matters in diverse media. Alejandro completed his degree in Business Administration and Management at the University of Valencia. He has a Master in Stock Market and Finance from the Fundación de Estudios Bursátiles y Financieros.

Hugo Aramburu López-Aranguren

Hugo Aramburu López-Aranguren
Managing Director
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.

Antonio Castilla Martinez

Antonio Castilla Martinez
Managing Partner
Conecta Capital
(Spain)

Antonio Castilla Martinez is Managing Partner at Conecta Capital, a firm offering wealth management and financial advisory. He also serves as President of Conecta Gap 2013 SICAV, an investment vehicle managed by Conecta Capital. His previous roles include Managing Partner at CGA Patrimonios, Regional Director at Banco de Finanzas e Inversión Fibanc-Mediolanum, and Director of the Real Estate Management Division at Knight Frank. He studied economics and finance.

Carlos Tejerizo

Carlos Tejerizo
Head of Wealth Management Spain
Indosuez Wealth Management
(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.

Ignasi Jausàs

Ignasi Jausàs
Wealth Advisory Director
DiverInvest
(Spain)

At DiverInvest, Ignasi Jausàs is responsible for financial planning and asset management design-tailored for each customer in accordance with its objectives and needs. He combines these duties with those of director on various Boards of Directors. Ignasi is a member of EFPA Spain (European Financial Planning Association). He has experience in General Management in the consumer sector and has occupied the position of Family Office Advisory Services Manager for eight years. Ignasi has a graduate degree in Business Administration and Management from ESADE Business School and a master’s degree in Financial Counselling (University of Barcelona) and Financial Planning (IEF – Institute of Financial Studies). He has also completed studies at IESE and 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.

Cesar Sordo

Cesar Sordo
Partner
Element Finance Group
(United States)

Mr. Sordo has been a licensed attorney and member of the Florida Bar for over 25 years. As a founding member of Sordo & Associates, P.A., he has represented developers, lenders, investment managers, private equity funds, international developers and private owners looking to maximize their investment and advance their business goals. His clients include both U.S. and international investors, owners and operators, independently and through joint ventures with developers and equity partners. His focus has been on structuring and implementing real estate projects for his clients. He commands a broad range of expertise, including the acquisition, financing, and improvement of virtually all asset classes of real estate, including the acquisition and liquidation of distressed mortgage and business notes.

Victoriano Lopez-Pinto

Victoriano Lopez-Pinto
Managing Partner
GED
(Spain)

Victoriano joined GED in 2015 after the acquisition by GED of the Infrastructure area of ​​Ahorro Corporación. He is responsible for the Infrastructures division.

He has worked for 17 years at Ahorro Corporación Financiera where he has held various positions such as Corporate Finance Director, Deputy General Manager and, in the last 5 years, General Director and member of the Board of Directors, being responsible for the Banking areas of Investment (Capital Markets, M & A, ECM), Intermediation (Equities and Derivatives, Trading, Fixed Income and Structured Products), Venture Capital Funds for Infrastructures, and Real Estate.

Previously, he had worked as Director of Corporate Finance at Benito y Monjardín, General Director at Banesto Ventures (Venture Capital) and Analyst at Advent Interational. He has also been appointed, on behalf of financial investors, adviser to multiple Boards of Directors of both listed and private companies, in sectors such as finance, food and beverages, packaging, textiles, infrastructure or transport.

Victoriano holds a degree in Economics and Business Administration and Management from the Universidad Pontificia Comillas (ICADE).

Cristina Campabadal

Cristina Campabadal
Managing Director
LifeInvest Wealth Management
(US)

Cristina Campabadal is the Managing Director of LifeInvest Wealth Management. Additionally, as the only Partner of CCS Finanzas, she is one of the first women in the world to found a multi-family office. Before launching her company, she joined an American multi-family office in 2015 as an Associate Advisor in Miami, where she advised international HNW clients regarding their wealth management needs. She previously also served as Manager of LatAm and Director of Development at a Spanish multi-family Office, as well as a Financial Advisor at Banco Santander International Private Banking (Miami), and a member of the Private Banking Group of BBVA Group Bank in Spain. With 14 years of experience in the financial industry, she also is a columnist at YAHOO US, writing about the financial world and international investments.

Taly Brinzey

Taly Brinzey
Co-Founder & CEO
Summit Properties International
(Chile)

Taly Brinzey has mastered the art of connecting people to opportunities. She is the co-founder and CEO of Summit Properties International, where she leads a real estate investment, property management, brokerage and consulting company with assets under management exceeding 20 million dollars.

As a natural mobilizer, Taly stands out as very personable, analytical, intrepid and highly focused professional. An expert in asset management, investment sales and acquisitions in real estate and private equity, she is a creative, out of the box thinker.

Utilizing her international financial experience and expertise, Taly along with her business partner developed a proprietary program that provides a turnkey solution for foreign buyers looking to participate in the US real estate market producing net returns in excess of 18% annually.

Her story begins long before arriving in the United States, as a child in Uruguay. Her father was in an investment banker and her mother opened and still runs an import company and retail store. Being always extremely curious, at age 9 she began helping in her mother’s store, where she learned she loved people, and had a knack for selling. “I did not sell”, she says. “I explained, and if it made sense they bought.” She credits her parents with teaching her a strong work ethic and the importance of being trustworthy and ethical. “I only sell what I believe in. It is not sales really, it is my belief.” Bold, innovative, tenacious and determined are all characteristics that describe Taly, but she says the key to her success has been making sure her clients are successful.

An avid traveler, animal lover, horseback rider and former jumper, she received her BA in Business Administration at the Universidad ORT Uruguay, and her real estate broker license from Mingle Real Estate School. She is part of the SBA Emerging Leaders class of 2018 is a member of the Charlotte Chamber, Charlotte Latin-American Chamber of Commerce and is a licensed real estate broker in both North and South Carolina. Taly is fluent in Spanish, Portuguese and French.

Uwe P. Herrlinger

Uwe P. Herrlinger
Partner
Cambio Financiero

Uwe se graduó en Administración de empresas por la universidad de Passau (Alemania) y se incorporó a CS Corporate como Asociado en 2015 especializado en Banca Privada.

Con anterioridad ha sido socio de Swisspartners AG en Suiza y ha desarrollado su Carrera professional en Banca privada: UBS Ultra Hight Networth Individuals Switzerland (6 años); Vantoble Asset Management & Private Banking (4 años); BBVA, Head Corporate Banking, Germany (4 años); Dresdner Bank, Corporate Banking (4 años) y Royal Bank Of Canada (4 años).

Desarrolla funciones de búsqueda de clientes y nuevos proyectos y coordinación de banca privada.

Michael Allen

Michael Allen
Managing Director
BNBbuddy
(United Kingdom)

Michael Allen serves as Managing Director for BNBbuddy, a short-term rental and serviced apartment block/Apart Hotel management service. The company maximizes booking revenue by optimizing pricing based on postcode, amenities, and seasonal events. Michael also serves as a director for Festival Flats, Rentir, BNBclean Limited, and SportIF. Before serving these companies, he worked with various clients, including Monster Jobs, Ceska Sporitelna, and Uni Credit, as a legal consultant involving mainly property development contracts, commercial dispute resolution, and planning applications. Michael pursued his bachelor's degree at the University of Stirling and the University of Edinburgh, and earned a master's degree, L.L.M., from Charles University in Prague.

Pedro Yagüez

Pedro Yagüez
Founding Partner & Chairman
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.

AGENDA REQUESTREGISTER


SPONSORS


Institutional and Media Partners

This event will include the presence of drivers participating in the Mallorca Classic Car Rally on March 7th to 9th. NYBG differentiates itself with this unique gathering, featuring numerous qualified individual investors with notable net worth who are traveling from all over Spain and Europe to network and enjoy an unbelievable week. For more information about the rally and how you can participate, please contact us.


SOCIAL CORPORATE RESPONSIBILITY

New York Business Group LLC's employees and stakeholders understand that we are all responsible for contributing to the betterment of our world. After this event, our firm will make a donation to the following causes. Please do not hesitate to request details about this program and to learn how you can become involved.

A Stitch in Time was born in a delivery room. The women who brought the organization to life are gynecological health care professionals, three surgeons and a nurse-midwife, who met through work and affiliations with Mount Sinai Medical Center in New York. The work led to friendship, and the realization that they were all active international medical volunteers with a shared commitment to making gynecological health care universally available to women in need. That commitment led to the birth of this new NGO.

Our name, A Stitch in Time, suggests that timely repairs go a long way to preventing more serious damage, and we think the notion holds true for global health care for women. In addition to the work in Bangladesh, we have begun to develop a new relationship with a remote hospital in Guatemala and we need your support to help us move forward.

We commit our time, our skills and our own money to the cause, but we need help paying for transportation and supplies. Your contribution will go directly to support these missions and to changing women’s lives.

Make a donation today!