III Weston Hill Global Investors Forum – Madrid

 

April 26, 2018 @ Hotel Villa Magna, Madrid, España

 

Madrid: the meeting point for the Global Investments Industry

BUILDING PARTNERSHIPS - CULTIVATING VALUE

150+

EXECUTIVES

60%

Spain based

20%

EU based

20%

others

60%

Institutional Investors

30%

Funds Managers

10%

Service Providers

FEATURED SPEAKERS

Claudio Aguirre

Claudio Aguirre
CEO
Altamar Capital
(Spain)

Juan Garrido

Juan Garrido
CEO
Weston Hill Capital
(Spain)

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 Buceta

Luis Buceta
CIO
Banco Alcalá
(Spain)

Daniel de Fernando

Daniel de Fernando
Managing Partner
MdF Family Partners
(Spain)

MDF Family Partners 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 being eventually head of investments for Europe, Middle East and Asia for J.P. Morgan Private Banking.

From 2003 until 2008 was global head of Asset Management and Private Banking of BBVA Group. Daniel is graduated in law and business administration at Universidad Pontificia de Comillas (ICADE)

Rafael Alcantara Lansberg

Rafael Alcantara Lansberg
Chief Economist
Harbor Ithaka Wealth Management
(US)

Rafael Alcantara-Lansberg started working in the financial markets in mid-1997 on an EM bond arbitrage trading desk.

He heads the firm’s global macro research efforts and sets the risk guidelines for the portfolio management team. His

areas of interest include portfolio theory, asset allocation and the psychology of financial markets. For Rafael, Harbor

Ithaka is about doing Wealth Management as it should be done: Excellent risk-adjusted returns should be consistent

with an ethical practice; in fact they might depend upon it: “no excuses, no good enoughs.”

Juan Jesus Gomez

Juan Jesus Gomez
CEO
Consilio Family Office
(Spain)

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.

Jorge Coca

Jorge Coca
Managing Partner
Wealth Solutions
(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).

Juan Arce

Juan Arce
Managing Partner
Aquasphere Management
(US)

Adi Divgi

Adi Divgi
President and CIO
EA Global
(US)

Adi Divgi has been President and Chief Investment Officer of EA Global, his single family office, since its 2005 inception. He is also Head of Alternative Investments at Catalina, a $3bn AUM reinsurer. Prior to his current institutional investor role, Mr. Divgi oversaw the Opportunistic Fixed Income investment program at the New York City Bureau of Asset Management from March 2011 to April 2014. With approval from the 4 participating NYC Retirement Systems’ Boards of Trustees, Mr. Divgi executed over $3.5 billion in capital commitments in Opportunistic Fixed Income. He also oversaw the initial development of the manager search process for the approximate $1.5 billion allocation to Emerging Market Debt for the Teachers’ Retirement System. Mr. Divgi began his credit career at Deutsche Bank, working in New York and Mexico City, and is a graduate of the Huntsman Program, with a BA in International Studies (Spanish minor) from the University of Pennsylvania and a BS in Economics and MBA in Finance from Wharton.

Cristina Campabadal

Cristina Campabadal
CEO
CSS Finanzas
(Spain)

Eli Butnaru

Eli Butnaru
CEO
Mora Wealth Management
(US)

Eli Butnaru, chief executive officer of Mora Wealth Management Miami, oversees all aspects of the company’s daily operations and also works closely with clients to help create customized investment solutions.

Mr. Butnaru brings to Mora his extensive knowledge and global financial perspective, which he honed during two decades of senior management experience in the international banking industry. He is credited for his leadership of major financial institutions in Latin America and Asia, including managing operations for Citibank and UBS.

Prior to joining Mora, Mr. Butnaru led the Palm Beach and Miami practices of UBS-AG. His career accolades include achieving record growth and successfully spearheading key strategic initiatives, including acquisitions of banks and other financial institutions.

Mr. Butnaru, a Chartered Financial Analyst (CFA), graduated summa cum laude in 1983 from the University of Louisiana.

Marcus Storr

Marcus Storr
Head of Hedge Funds
FERI Trust
(Germany)

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.

Elaine King

Elaine King
President
Family and Money Matters Institute
(US)

Elaine King is a Certified Financial Planner™ considered an expert in international family financial planning and an

ambassador for the CFP Board of Standards. She is the president of Family and Money Matters ™, which empowers

families’ financial and human capital to achieve financial well-being together. Ms. King has worked and studied in

Austria, Canada, Japan, Mexico, Peru and the U.S., working with over 1,200 families to create strategies focused on

wealth planning, financial education, multigenerational succession and family governance. Leadership experience

includes partner, director and manager at Bessemer Trust $100 billion AUM, Royal Bank of Scotland’s Coutts Division,

WE Family Offices and Salomon Smith Barney Investment Advisory Services. She has an MBA from Thunderbird and

a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study

of the Family in Georgetown. She is the author of 2 award-winning books and is often cited in global media outlets.

Fernando Estevez

Fernando Estevez
Director Planificación Patrimonial
Diaphanum
(Spain)

Jose Luis Jimenez

Jose Luis Jimenez
CIO
MAPFRE
(Spain)

Manuel Sanchez del Valle

Manuel Sanchez del Valle
Managing Director
Popular Private Bank
(Spain)

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.

Juan Antonio Gutiérrez

Juan Antonio Gutiérrez
CEO
Mazabi
(Spain)

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.

Juan Esquer

Juan Esquer
Partner
Auriga SV Family Office
(Spain)

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.

Fernando Aguado

Fernando Aguado
CIO
Fonditel
(Spain)

Fernando Aguado Carranza is the CIO of Fonditel, with over 15 years of experience in the asset management industry.

He previously worked at BBVA as CIO of Insttutonal Asset Allocaton, CIO of Pension Funds, and in Pension Funds,

Asset Allocaton, Investment Strategy, and Business Development. He has a bachelor’s degree in Physical Sciences and

a Master in Finance. He has been a CFA and AIMR member since 2001.

Sergio Alvarez-Teleña

Sergio Alvarez-Teleña
Sci The World
CEO
(Spain)

Sergio Álvarez-Teleña is a widely recognized intra and entrepreneur in fnance. He is an Honorary Research Associate

in A.I. at University College London; Global Head of Data Science at BBVA; CTO at SciTheWorld; and Board Advisor

at two more FinTechs. He has received several industry and academic recognitons ranging from Financial Computng

(“Best Trading Platorm” at Banking Technology Awards, 2016) to Transformaton (“Impact in the Digital Economy” by

UK’s EPSRC for his 2,000+ downloaded Thesis).

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.

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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 Emerging Market Investor's Association (EMIA) is the world’s first and only not-for-profit Emerging Market organization, dedicated to advancing the industry as a whole and representing the combined interests of investors and investment professionals across asset classes. www.emia.org

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!