Weston Hill Global Private Wealth – London

The Weston Hill Global Private Wealth series, after successful iterations in markets like New York and Miami,
is crossing the pond to bring together UHNWI and family offices in the financial capital of the world: London.

Weston Hill Global Private Wealth - London 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.
 

March 9-10, 2017 @ St. Ermin's Hotel, Westminster, London SW1H 0QW

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

FEATURED SPEAKERS

Maxwell Drever
Chairman
Drever Capital Management

Paz Ambrosy
CEO
Global Institutional Investors

Per Wimmer
CEO
Wimmer Family Office

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

 

Luis Olazabal
CIO
Consilio Family Office

Luis holds a B.A. in Business Administration from the Universidad Pontificia de Comillas (ICADE) and a Master in Portfolio Management from the IEB (Instituto de Estudios Bursátiles).

He is a Chartered Alternative Investment Analyst (CAIA) and a certified European Financial Advisor (EFA). Luis has 10 years of experience in analyzing and selecting investments for private clients and in the Family-Office field. He began his professional career at AllFunds Bank, in the department of fund analysis, and then joined the investment department of GBS Finanzas Family-Office.

He went on to live in Switzerland where he served as Investment Advisor in the HNW Team at BBVA Private Bank. Finally, Luis joined the private bank BSI Bank AG in Zurich as Investment Specialist where he was a member of the investment committee for Latin American clients. Luis is Chief Investment Officer of Consilio, he is married and father of two daughters.

Mark Alexander
Partner
Redstone

Cara Williams
Global Head of Wealth Manager Solutions
Mercer

Ms. Williams has been the Global Head of Wealth Management at Mercer since July 2011 and serves as its Global
Head of Technology Solutions. She joined Mercer Investment Consulting as Global Chief Operating Officer in 2005.
Ms. Williams has more than 18 years of experience in the pensions and investment industry. Prior to
Mercer, she worked at a number of institutional asset management firms. Ms Williams began her career in finance
as a financial advisor in New York with Merrill Lynch. Ms. Williams graduated from the University of Michigan, Ann Arbor,
with a BA degree, and from the University of Hartford, CT, with an MBA in Finance.
 

Marcus Storr
Head of Hedge Funds
FERI Trust

Founded in 1987 FERI was established with links to the Quandt family in Bad Homburg as the first German multi-family office with a novel concept, namely combining asset management and consulting services independent of any bank with the expertise of a private economic research institute. FERI is based in Bad Homburg (near Frankfurt in Germany) and manages EUR29bn, including EUR3bn in Alternative Investments. FERI’s client base are Institutional Investors and UHNW/family offices, mainly in German-speaking Europe. FERI has been allocating to Alternative Investments since 1999 and has built up the largest hedge fund team in Germany.

Stefan Becker
CIO
Richmont Capital

Stefan Becker has over 14 years of experience in the financial markets. As a passionate sportsman he is doing Ultra-Marathons, Triathlons and loves Martial Arts while believing in fairness and high ethical standards in sports, business and beyond. He worked for various investment banks in Hamburg, Copenhagen, Geneva and London till he finally arrived 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 part as a CIO for a twin family office with the purpose to effectively transfer established wealth across generations. Therefore he developed his own “Macro-Mathematical-Technical” (MMT) approach to help avoid major pitfalls in asset management.

Patrick Leoni Sceti
Founder
LSG Holdings

Javier Santiso
Head of the Sovereign Wealth Lab
IE Business School

Daniel Lacalle
CIO
Tressis

Philip Buscombe
Chairman
Lyceum Capital

Tom Collier
Manager Alternative Investments
PIMCO

Thanos Niforos
Former Investment Advisor to
Greek Minister of State

Jose María Garrido
Cofounder & Partner
Weston Hill

Narciso Vega
CIO
Accurate Quant

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

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. 

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

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!

AGENDA REQUESTREGISTER