Weston Hill Private Wealth – New York

Weston Hill Global Private Wealth - New York 2017 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.

 

The Roosevelt Hotel, 45 East 45th Street, New York, NY 10017 | April 25 – 26, 2017

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

SPEAKERS

Willem Hattink
CEO
GenSpring

Rick Pitcairn II
CIO
Pitcairn

Jonathan Barbato
Head of Manager Selection
Geller Family Office Services

Mark Yusko
CEO & CIO
Morgan Creek Capital

Daniel J. Arbess
CEO
Xerion Investments LLC

Mr. Arbess is currently leading his own family office, Xerion-Pridelands. He is a former partner of Perella Weinberg Partners, a member of the Firm's Partners Committee, and portfolio manager of the PWP Xerion Funds. Prior to its joining with PWP in October 2007, he was the founder and chief investment officer of Xerion Partners from its establishment in 2003, during which time he achieved a 20%+ net return investment track record. Mr. Arbess has been engaged in complex corporate reorganizations and Special Situations for most of his 23-year professional career, having been continuously engaged in the U.S. leveraged and distressed credit markets since 1998.

Mr. Arbess began his professional career in 1987 as a first year associate at White & Case, an international law firm. He became a partner of White & Case in 1992 and was named the firm's Head of Global Privatization the same year. While at White & Case Mr. Arbess's focus was on industrial reorganizations and related privatization divestitures. Mr. Arbess advised the governments of the Czech Republic and the Russian Federation on their overall privatization programs and on numerous cross-border privatization transactions, including the sale of Skoda to Volkswagen and the restructuring and disposition of one of Europe's largest downstream petrochemical industries.

He has served on numerous official and ad hoc stakeholder committees over the years. Mr. Arbess received law degrees at Osgoode Hall Law School (Toronto) and the Harvard Law School.

Carol Schleif
Deputy CIO
Abbot Downing
 

José Luis Llamas
CEO
Quattro Wealth Management

Ravi Ugale
Managing Director, Private Equity & Credit Strategies
GenSpring

Ravi Ugale joined GenSpring Family Offices in September 2011 and leads all the private capital solution efforts for the firm. He is responsible for the selection and coverage of illiquid long-dated assets such as private equity, private real estate and private real assets. Additionally, he is responsible for providing client advisory services to address client requests for ad hoc illiquid asset reviews and analysis and also for private capital solutions. Ravi brings to GenSpring over 20 years of alternative assets industry experience in private equity, venture capital, investment banking and business operations. Ravi has built a career as an investor, fundraiser, corporate executive and entrepreneur responsible for growing new and existing business units into large profit centers. He has leveraged his experience in principal investing, mergers & acquisitions, and business development to guide early expansion and growth stage companies to boost profits, recruit talent, create mutually beneficial strategic partnerships, execute business plans, and establish exit plans. Ravi holds a M.B.A. in Finance and International Business from Florida Atlantic University, an M.S. in Computer Science from Marquette University and a B.S. in Engineering from Pune University in India. Ravi was an active member of the Young Presidents Organization (YPO) from 2003-2013 and a past charter member of TiE (The Indus Entrepreneurs). Ravi is also a graduate of the Venture Capital Institute and was a participant in the Stanford University/YPO Presidents Seminar on Entrepreneurship and Corporate Governance. In July 2014, Ravi successfully completed the Institutional Limited Partners Association (ILPA) Level II Private Equity Executive Education program.

Elaine King
President
Family and Money Matters Institute

Juan Garrido
CEO
Weston Hill Capital

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 Insurances companies in Spain and Portugal, finally SciEcon sold its 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

 

Andy Unanue
CEO
AU & Associates

Andy was born and raised in New Jersey, the grandson of Goya Foods founders Prudencio and Carolina and son of Joseph A. Unanue. He attended St. Joseph School in Bogota, New Jersey, Alpine Public School and Bergen Catholic High School.

Unanue received a Bachelor's degree from the University of Miami and an MBA from Thunderbird, the American Graduate School of International Management.[4] He began working in his father's company in their Miami office, working his way up to President of Goya de Santo Domingo. In 1998,[5] he became Executive Vice President. Unanue became Goya's COO in 1999.

In February 2004, Unanue left Goya to establish a family office. Through his family office AU & Associates, LLC, he has made investments in companies such as Opt-Intelligence, Inc., BigFish Games, Inc. and eSchoolData, LLC. He was also a former Operating Executive of Palladium Equity Partners.

Miguel Sosa
Founding Partner
Premia Global Advisors

Miguel Sosa is the founding partner of Premia Global Advisors, LLC, a private wealth management advisory firm based in South Florida, serving multi-jurisdictional and multi-generational clients. Previously, Mr. Sosa worked at Merrill Lynch for more than 30 years, most recently in its Private Banking and Investment Group, where he obtained his Global Institutional Consulting (GIC) Designation and served as a qualified Portfolio Manager. He was a member of the firm’s Advisory Council to Management from 2002 to 2005. Prior to joining Merrill Lynch, Mr. Sosa was a member of the U.S. Air Force. During his time of service, he received two Air Force Commendation medals. He earned his B.A. from the University of Maryland, College Park. He holds the Certified Investment Management Analyst® (CIMA®) designation.

Mohammad Al Duaij
CEO
Alea Group

Mohammad Al Duaij graduated from Leeds University Business School in 2002 with accounting and finance honour degree. Mohammad started 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. As in 2008 he is the managing director of a single family's office that his responsibilities compromise of investment in real estate and private equity, investment advisory, commodities trading and the retail business. Mr. Al Duaij earns his experience from transacting with diversfied projects and dealing with distinguished parties globally. Mr. Al Duaij is a surfer and mountain climber that reflects in his work to be a challenger and vertuousness. He also follows the family's philosophy to create the opportunity instead of waiting for it.

Luiz Felipe Andrade
Partner
Pragma

Mr Andrade has worked for BlackRock as MD and Country Head of Brazil; to Itaú-Unibanco as Director responsible for Market and Liquidity Risk and to Unibanco Asset Management as Executive Managing Director. Mr Andrade was also consultant for Booz.Allen & Hamilton.

Mr. Andrade has also maintained ties with the academy, lecturing graduate courses (MSc and PhD level) of Financial Economics and Corporate Finance at Fundação Getulio Vargas.

He also has been an active member of the Industry Association (ANBIMA).

Chuck Clarvit
CEO
Clarvit Capital

Charles I. Clarvit is CEO of his family office Clarvit Capital as of June 2015 after retiring from Vinci Partners-US, an asset and wealth management firm headquartered in Brazil. He is a former Managing Director and Co-Head of BlackRock Alternative Advisors ("BAA"?), the firm's fund of funds platform. Mr. Clarvit held significant portfolio management responsibilities and oversaw marketing strategy and client service for the fund of funds business on the BAA platform.

Mr. Clarvit serves on the Johns Hopkins University Board of Trustees and their Center for Financial Economics Advisory Board, as well as, the Advisory Board of the Information School at Syracuse University. He is an angel investor and Board Member of start-up Brand Yourself and AgeneBio. He earned a BA degree in social and behavioral sciences with a concentration in economics and statistics from Johns Hopkins University in 1978.

Ira J. Perlmuter
CIO
T5 Equity Partners

 

Prior to starting T5, Ira founded and ran Cove Capital Advisors, Inc. Cove Capital is a boutique financial restructuring, turnaround and distressed/bankruptcy M&A advisory firm. Cove Capital advised on over $5.5 billion of assignments, serving clients such as JP Morgan Chase, the Republic of Korea, Fleet Bank and others.

Before that, Ira was a Vice President in The Chase Manhattan Bank’s elite Restructuring Group. Ira was with Chase for over seven years focusing primarily on corporate loan restructurings to middle market and international companies. In that capacity, he restructured and/or sold over $1.5 billion of troubled debt. In addition to the above, Ira served as Liaison to Chase’s Global M&A Group with a mandate to identify bankrupt or distressed M&A opportunities for Chase’s top-tier clients. Further, Ira assisted in the formation of, and was an advisor to Knightbridge Capital Partners LLC, an investment bank established to do private placement transactions for growth and/or distressed companies.

Previously he served on the Advisory Board of Fairbanks Equity Funding Ltd., a hedge fund. For several years, Ira gave the keynote address to the world-wide, senior management of the Korea Exchange Bank at a Credit Analysis and Loan Classification seminar. In addition, in March 2000, Ira was chosen as one of the TOP 40 UNDER 40 by Business News New Jersey, a statewide, weekly business journal. Ira also is a member of the Turnaround Management Association.
 

Ivan Lansberg
Co-Founder
Lansberg, Gersick & Associates
 

Professor Ivan Lansberg is an organizational psychologist in New Haven, Connecticut. He is co-founder and a senior partner of Lansberg, Gersick & Associates LLC, a research and consulting firm specializing in family enterprise and family philanthropy. Ivan was a professor of organizational behavior at the Yale School of Management for seven years, and a Research Fellow at Yale’s Institute for Social and Policy Studies. Prior to his affiliation with Yale, Ivan taught at the Columbia University Graduate School of Business. The son of an entrepreneur, he has personally experienced many of the issues associated with family business ownership.

Alejandro Waldman
Chief Risk Officer
Roberts Ingrey Group

Mr. Waldman is the Head of Risk Management at Roberts Ingrey Group.

Alejandro was the Head of Risk Management at Antarctica Asset Management since March of 2003 until March of 2011. Antarctica is 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. Alejandro was a committee member of the London, UK GARP (Global Association of Risk Professionals) chapter since 2009 until March of 2011.

Alejandro is a GARP Director of the Buenos Aires chapter since May of 2011.

AGENDA REQUESTREGISTER


SPONSORS


Institutional and Media Partners

HedgeCo was founded with the goal of to encourage transparency and enable easy communication between hedge funds and accredited investors.

To further the goal of industry transparency, HedgeCo Networks created HedgeCo.Net, a free online hedge fund database. As hedge funds saw the value of a free database, the number of hedge funds that report to HedgeCo.Net grew, and HedgeCo.Net became the largest independant hedge fund database.

HedgeCo was founded with the goal of to encourage transparency and enable easy communication between hedge funds and accredited investors.

To further the goal of industry transparency, HedgeCo Networks created HedgeCo.Net, a free online hedge fund database. As hedge funds saw the value of a free database, the number of hedge funds that report to HedgeCo.Net grew, and HedgeCo.Net became the largest independant hedge fund database.

HedgeCoVest

Launched by financial professionals in 2001, Eurekahedge’s proven track record spans over a decade - setting us apart as the world’s largest independent data provider and alternative research firm specialising in hedge fund databases covering North America, Europe, Asia and Latin America. Headquartered in Singapore with offices in New York and Cebu, the global expertise of our research team constantly adapts to industry changes and needs, allowing Eurekahedge to develop and offer a wide array of products and services coveted by accredited investor groups, financial institutions and media sources. In addition to market-leading hedge fund databases and analysis, Eurekahedge’s other business functions include hedge fund publications, due diligence services, investor services, and an analytical platform service.

FINTRX Platform is a leading provider of family office data and intelligence to the alternative investment industry. FINTRX offers a cloud-based solution built to increase your capital raising efforts from single and multi family offices. FINTRX is asset raising, simplified. 

The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.

The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.

Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.

We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: http://www.privatebanking.com/

The Wealth Management Association (WMA) is the representative body for the investment community and their clients. WMA members reach 2.2 million investors and manage over £825 Billion of the UK’s wealth.

The WMA membership consists of two groups, full and associate members. Full members are FCA authorised wealth management firms who deal in stocks, shares and other financial instruments for individuals, trusts and charities through a range of services spanning execution only, advisory and discretionary fund management. WMA associate members provide professional services to the industry such as stock exchanges, lawyers etc.

The WMA exists to support its members and their clients through education and engagement, advocacy and influence, research and analysis and by playing an active role as a facilitator and thought leader.

WMA firms operate across more than 600 sites, employing over 27 000 staff. These firms also run over 5.5 million client portfolios and carry out over 20 million trades a year.


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!