Weston Hill Global Investors Forum – Madrid

May 18-19, 2017 @ Hotel Villa Magna, Madrid, España

Madrid: the meeting point for the Global Investments Industry

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

SPEAKERS

Juan Garrido
Co-Founder and Partner
Weston Hill

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

 

Julio César Lage
CEO
Belvedere Wealth Management

Júlio César F. Lage, CEO and Founding Partner, has over 20 years of experience in wealth management, corporate finance and investment banking, as Director of Morgan Stanley in Miami, First Vice President of Merrill Lynch in New York, and Director of Bank of Boston in Brazil. Education: MBA from New York University and a BA in Economics from the Catholic University of Minas Gerais (PUC-MG) in Brazil. Fluent in English and Portuguese.

Herman Santos
Chairman
LACERA

Speaker 1 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.

Fernando Aguado
CIO
Fonditel

Per Wimmer
CEO
Wimmer Family Office

Rafael Alcantara-Lansberg
Managing Partner
Ithaka Harbor Wealth Management

Daniel de Fernando
CEO
MdF Family Office

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)

Jorge Coca
Managing Partner
Wealth Solutions

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 Esquer
Managing Partner
Auriga SV Family Office

Juan Antonio Gutiérrez
CEO
Mazabi

Juan Jesus Gomez
Managing Partner
Consilio Family Office

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.

Federico Steinberg
Principal Economist
Royal Institute El Cano

Federico Steinberg es investigador principal del Real Instituto Elcano y profesor del Departamento de Análisis Económico de la Universidad Autónoma de Madrid. Es Doctor en Economía por la Universidad Autónoma de Madrid, Master en Economía Política Internacional por la London School of Economics y Master en Relaciones Internacionales por la Universidad de Columbia (Nueva York), becado por la Fundación La Caixa. Ha realizado estancias de investigación en las universidades de Georgetown y Harvard y es o ha sido profesor invitado en los programas de postgrado del Instituo de Empresa, de la Universidad Pontificia de Comillas (ICADE), del Instituto Universitario Ortega y Gasset y de la Fundación FIAAPP, entre otros. Entre 2002 y 2004 trabajó en distintos proyectos de desarrollo económico como consultor para el Banco Mundial en Washington DC, Ghana y Bolivia, así como en la Oficina Ejecutiva del Secretario General de las Naciones Unidas en Nueva York. También es columnista habitual en varios medios escritos españoles y aparece regularmente en radio y televisión.

Eli Butnaru
CEO
Mora Wealth Management

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.

Iñigo Gallastegui
Product Director
Santander Private Bank

Peter Zeller
CEO
Fresh Corporation AG

With FRESH Corporation AG, Peter Zeller is now on the forefront of efforts to increase the supply of sustainability sourced seafood by creating sustainable seawater farms that can provide fresh sea bream, sea bass and king fish that will be cultivated independent of the sea, without antibiotics and growth promoters, and free from unwanted environmental influences. Currently, he is also President of the Board of NXTCORPORATION AG, a business development company, and Today Zurich AG, a communication company. Mr. Zeller was previously the Vice President of Marketing and Communications at Swiss International Airlines, where he was instrumental in the launch of the Swiss International Airlines brand following the grounding of Swissair. He also created Whitebook Tailored Notebooks (whitebook.com), a patented modular notebook system in the luxury segment with a social background.

Filippo Pignatti
CEO
Count of Custoza Family Office
 

Luis Sans
Co-Founder & Partner
Weston Hill Capital

Mathias Ernst
Founder & CEO
Essentia Futura International

Cayetano Martínez
Duke of Arjona and CEO
Casa de Alba

AGENDA REQUESTREGISTER



SPONSORS


Partners

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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 RESPONSABILITY

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!