III Global Investors Forum – Madrid

 

April 25th & 26th, 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

This is an exclusive gathering for Investors and relevant business profiles only. New York Business Group reserves the right to grant or refuse admission. Individuals not on the attendee list for the 26th will NOT have access to the conference. Absolutely no media will be permitted. Please bring an original form of government identification; thorough security inspection is expected at the venue entrance. 

FEATURED SPEAKERS

Claudio Aguirre

Claudio Aguirre
Chairman, CEO, & Co-Founding Partner
Altamar Capital Partners
(Spain)

Claudio Aguirre is currently Chairman, CEO, and Co-Founding Partner at Altamar Capital Partners. He began his professional career in 1980 at Chase Manhattan Bank in London. In 1987, he joined Goldman Sachs International, where he worked in the Investment Banking Services Group covering clients in Spain & Portugal. In 1994, Claudio joined Merrill Lynch where he held several senior positions during ten years. In 2009, Claudio rejoined Goldman Sachs as a member of the International Advisory Board. He also serves as Board Director of REDEXIS GAS, S.A., all the affiliated companies of the Altamar Capital Partners Group, chairs Marsh McLennan Advisory Board, and is a member of Caixabank Banca Privada Advisory Board. Claudio holds a bachelor’s degree in Economics and Business Administration from Universidad Complutense de Madrid, an MBA from the Instituto de Empresa de Madrid, and is an AMP Graduate of Harvard Business School.

Juan Garrido

Juan Garrido
Co-Founder and Partner
Almira Capital
(Spain)

Juan Garrido is Co-Founder and Partner at Almira Capital, a company focused on 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 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.

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).

Rafael Alcantara-Lansberg

Rafael Alcantara-Lansberg
Founder & Managing Partner
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 Jesús Gómez Cubillo

Juan Jesús Gómez Cubillo
Founding Partner
Consilio Family Office
(Spain)

Juan Jesús Gómez Cubillo is a graduate of Economics and Business Studies from the Universidad de Navarra, and is certified as a European Financial Advisor (EFA). He holds a Diploma in Financial Markets and Wealth Management from Georgetown University. Juan Jesús 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.

Rafael Juan y Seva

Rafael Juan y Seva
Partner
Wealth Solutons
(Spain)

Rafael Juan y Seva is a Managing Partner at Wealth Solutons with 30 years of experience in asset management, advice,

and heritage management. He serves on several boards of directors and advisory councils of family businesses. He was

previously a founding partner of Áureo Wealth Advice, which joined Wealth Solutons EAFI in 2016. Rafael also served

as Director of the EDM Group, Director of Private Banking and member of the Commitee Directorate at Banca March,

and Managing Director of Private Banking at Grupo Banco Espirito Santo. Rafael received a Bachelor of Business

Administraton from NYU and atended the Executve Program in Financial Management at MIT’s Sloan School of

Management. He has a Master’s degree in Public Finance and Tax Law from the Center for Financial and Tax Studies,

and is a Graduate of Patrimonial Management from the Foundaton of Financial Studies. He is a member of the Board

of Directors of the Spanish Insttute of Financial Analysts and part of the Technical Analysis Commitee of Inresearch.

Mario Amigo

Mario Amigo
Chief Investment, Financial, & Administrative Officer
Fundação Sistel
(Brazil)

Mario Amigo is Chief Investment, Financial, & Administrative Officer at Fundação Sistel. He previously served as CIO at HSBC Brasil, where he was responsible for the oversight of Investment Functions of HSBC Insurance entities in Argentina, Brazil, and Mexico. Prior experience also includes: partner at PPS Portfolio Performance, Senior Institutional Manager at Banco Safra, Senior Associate at Mercer Brazil, and Investment Consultant at Luz Engenharia Financeira. Mario has taken part in research groups at the Polytechnic School of USP and the Institute of Advanced Studies (IEAv) of Aerospace Technical Center (CTA). He is also a professor of Financial Markets in several business schools. He has a degree, with honors, in Mechanical Engineering from FEI, a Master of Science in Mechanical Engineering from USP, and a postgraduate degree in Advanced Financial Market Operations from FIA, where he has completed MBA courses in Business Management and Financial Market Operations.

Fernando Aguado Carranza

Fernando Aguado Carranza
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 Institutional Asset Allocation, 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.

José Luis Jiménez Guajardo-Fajardo

José Luis Jiménez Guajardo-Fajardo
Director General del Área Corporativa de Inversiones
Mapfre
(Spain)

José Luis Jiménez Guajardo-Fajardo is General Director of the Corporate Investment Area of MAPFRE. Prior to this position, he was General Director of March A.M., Head of Asset Allocation at Skandia Investment Group, CIO of SkandiaLink in the European and Latin American Division, and Chief Economist at Skandia Vida. José Luis is President and Founder of the Group of Boutique Asset Managers (GBAM), an international association of specialized managers, and he served as a Professor of Economic Environment at the IE Business School in Madrid. He has a degree in economics from Complutense University in Madrid, a diploma in Economics of European Integration from the London School of Economics, and completed the Global Senior Management Programme of the Instituto de Empresa and Chicago Graduate School of Business, as well as the Oxford Strategic Leadership Program at Oxford's Saïd Business School.

Javier Garrido-Lestache

Javier Garrido-Lestache
Business Director
Caixa Private Bank
(Spain)

Javier Garrido-Lestache is a Business Director a Caixa Private Bank, where he has been for 10 years. Previously he served as a Vice-President for Morgan Stanley and headed a team at AB Asesores. Javier has a degree in Law from Universidad San Pablo - CEU, a Master in Financial Management and an MBA from the IE Business School, as well as extended education certificates and diplomas from IESE Business School, Universitat Pompeu Fabra, and the Chartered Institute for Securities and Investment.

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
Founder & CEO
CCS Finanzas Family Office
(US)

As the only Partner of CCS Finanzas, Cristina Campabadal 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.

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)

Marcus Storr is Head of Hedge Funds at FERI Trust, which he joined in 2005. He is responsible for portfolio management, manager

selection (offshore & UCITS) and due diligence within FERI’s asset management department, as well as hedge fund

operations. Until 2003, Marcus was a Director within the Global Equities department of Dresdner Kleinwort Wasserstein

in London. He has over 20 years of experience in capital markets, financial transactions and manager selection,

and has written several articles and book chapters on hedge funds that have been published in professional journals

and industry magazines. Marcus holds a Masters degree in Finance/Capital markets and international management/

economics from Humboldt University Berlin, in addition to a two-year apprenticeship as a bank manager.

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.

Josep Soler

Josep Soler
President
EFPA Europe
(Spain)

Josep Soler has been President of EFPA Europe since 2012 and was one of its founders in Spain. Recently, Soler joined the Investor Protection and Financial Intermediaries Advisory Committee of the European Securities and Markets Authority (ESMA). He is also the general director of the Institute of Financial Studies (IEF) in Barcelona. Before founding the IEF, Soler was CEO of Databolsa, S.A. and commercial director of the Barcelona Stock Exchange. He has also been a senior commercial consultant at the United States Department of Commerce and an Auditor of the European Commission. Josep Soler holds a degree in Economics from the University of Barcelona, a diploma in Finance and Accounting from the London School of Economics (LSE), and a degree in Business Studies and an MBA from ESADE.

Hugo Aramburu López-Aranguren

Hugo Aramburu López-Aranguren
Madrid Director - 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.

Ricky Husaini

Ricky Husaini
CIO
Trading Portfolio
(United Arab Emirates)

Ricky's primary area of expertise is investment management. A Gold Medalist & Roll of Honour signatory at the school level, Ricky completed his MBA in International Finance in 1991 from XLRI, and since then has worked in the banking industry in India, London, Singapore, and Dubai. His assignments in Dubai since 1997 have been with Standard Chartered Bank, Dubai Investment Group, and Emirates NBD – the region's largest Bank. As Treasury Chief Dealer of Standard Chartered Bank in Dubai, Ricky was formally recognized as one of the Top 10 employees of the Bank across the Middle East & South Asia region. At Dubai Investment Group, Ricky spearheaded the internal tactical asset allocation effort. He has undergone advanced and extended training programs at the Wharton Business School, RBS, and at the Financial Times Portfolio Management Academy. In 2006, Ricky earned the 'Licensed International Financial Analyst [LIFA]' certification from the International Research Association. He is a Member of the Society of Technical Analysts of UK and the Professional Risk Managers' International Association and is qualified as a 'Trading Manager' by the Dubai International Financial Centre.

Eduardo Vizcaya Alberola

Eduardo Vizcaya Alberola
Wealth Advisor
Orienta Capital
(Spain)

Eduardo Vizcaya Alberola is a Wealth Advisor at Orienta Capital in Spain. He has over 17 years of experience in Private Banking and Wealth Management, having developed most of his career at CA Indosuez Wealth, where he led the Advisory Desk and a commercial team for 10 years. Eduardo holds a degree in Business Administration and Management from the University of North Carolina, with a triple concentration in Marketing, Information Systems, and Law.

Juan Esquer Rufilanchas

Juan Esquer Rufilanchas
Partner
Auriga sv Family Office
(Spain)

Juan Esquer Rufilanchas is a Partner at Auriga sv Family Office. He founded GBS Finanzas multi-family office in 2003. 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.

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.

John Siska

John Siska
Managing Director
Eccleston Partners
(Spain)

John Siska began his professional career in the United States in 1982, working with Continental Bank and First Chicago. He joined Santander Asset Management in 1991 as Director of Investments - Variable Income and Quantitative Methods - and General Director of Santander Noble Lowndes. In 1998, he joined ABN AMRO as General Director of its securities and stock exchange company in Spain and, later, Director of the Client Account Management unit in London. In 2004 he founded Eccleston Partners, a firm specializing in investment advice and risk management. John has been a Chartered Financial Analyst since 1987. He was the Founding President of CFA Spain, and has been a Director of the International Society of Financial Analysts and the CFA Institute's International Council. John is a co-author of "Investment Securities" and is an Adjunct Professor at the IE Business School, teaching Risk Management. He graduated in Economics and Business Management from ICADE - Madrid and has a Master of Science in Finance from Northern Illinois University.

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.

Josina Kamerling

Josina Kamerling
Head of Regulatory Outreach EMEA
CFA Institute
(Belgium)

Josina Kamerling is Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for CFA Institute, and is based in the Brussels office. She is responsible for supporting CFA Institute policy development in the region, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues. Josina is a frequent speaker in conferences on EU policy in Financial markets and ethics issues in the financial profession. Within CFA institute, Josina is a member of the task forces on financial education and also on pensions, as well as promoting the debate on ethics by serving as a member of the jury for the global Ethics in Finance prize. Prior to joining CFA Institute, Ms. Kamerling was a specialist adviser on financial services in the European Parliament for six years, advising most significantly the Economic and Monetary Affairs Committee and the Special Committee on the Financial, Economic and Social Crisis on all aspects of financial services policy issues and technical information. Prior to this, Ms Kamerling was a banker for 15 years in a variety of functions and locations, most notably as a senior banker in the global clients division of ING and prior to that as head of sales in the financial markets division of ING group. Josina holds a Bachelor of Arts with Honours in Law and Modern Languages from Cambridge University. She is a Dutch national having lived and worked in five European countries and speaks five languages fluently.

Daniel Moreno

Daniel Moreno
Head of Global Emerging Market Debt
Mirabaud Asset Management
(Spain)

With nearly 20 years of experience and an exhaustive knowledge of Emerging Markets Debt, Daniel Moreno joined Mirabaud in 2017. He began his professional career as a Fixed Income and Foreign Exchange Strategist at Dresdner Kleinwort Benson, in Frankfurt. In 2000 he joined Deutsche Bank as a portfolio manager. Since then, he has held several senior positions in portfolio management at different entities, such as Union Investment (Frankfurt), Global Evolution, and Sydbank (both in Denmark). In 2011, he was part of the spin-off of Sydbank’s Emerging Markets Debt team, which founded the new fund manager, EM Quest, in London. More recently, Daniel was responsible for Emerging Markets Debt at Rubrics Asset Management, where he led an investment strategy that obtained a Five Star rating from Morningstar, among other recognitions. Daniel has a European Master in Management, a degree in Business Administration, and has participated in the Executive Program INSEAD.

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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!