Workshop Session 1 - Room B

Nov 12, 2025 — 11:00 am - 11:20 AM
Workshop room B

This event

Agenda

Speakers

Partners

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The other sessions

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Main Stage
12:30 PM2:00 PM

Partner Excellence Awards

Description
These awards celebrate the private banks and life insurers that lead our ecosystem, evaluated across five core dimensions: Investor Experience, Operational Excellence, Innovation, Sustainability and Brand Excellence. All results are determined exclusively through our SaaS-powered rankings, driven entirely by community scoring.
Main Stage
9:00 AM9:40 AM

Panel I – Fortress Capital: Investing in Security, Sovereignty & Survival Assets (2026–2035)

Anthony Guerra,CFABlackstoneManaging DirectorAdam KostyálNasdaqPresident Nasdaq Stockholm Head Listings EuropeJānis SārtsNato Stratcom Center of ExellenceDirector
Description
Family offices are increasingly turning toward cybersecurity, critical infrastructure, military and space technologies, and sovereign value chains. How can these traditionally defensive sectors become drivers of sustainable and strategic investment?
Main Stage
9:45 AM10:25 AM

Panel II – Exit Geography: Structuring Portfolios for Political, Fiscal or Civil Contingency

Diego De PotterFamily PartnersManaging PartnerJuan José Rodriguez GarciaCardif Lux VieChief Sales & Business Development OfficerErik NordenskjöldCitroneerCo-Founder
Description
War, pandemics, tax shifts, or political instability — how can investors prepare to relocate assets, structures, or even teams quickly? A deep dive into mobility strategies across wealth, legal, and operational dimensions.
Workshop room A
11:00 AM11:20 AM

Workshop Session 1 - Room A

Saurabh SharmaJ O Hambro Capital ManagementFund Manager, Thematic Investing, Regnan
Main Stage
2:00 PM2:15 PM

Fireside Chat

Jurgen VanhoenackerUtmost Luxembourg S.A.CEO
Main Stage
2:20 PM3:00 PM

Panel IV - Beyond Legacy: Family Offices as Architects of Continuity

Laurent TapieDELAGE AUTOMOBILESRe-Founder & CEOShanu SherwaniKneip ManagementCIO at Kneip Management / Partner at Antwort CapitalDr. Reinhard Krafft, CFAStiftung Polytechnische GesellschaftMember of the BoardMarc MenaséFounders FutureFounder
Description
The new generation of family offices goes beyond legacy preservation. They anticipate disruption, through AI integration, human capital redefinition, and post-fiduciary intergenerational transmission.
Main Stage
4:45 PM5:25 PM

Panel V - The Great Reallocation: Redefining Safe Havens and Store-of-Value Strategies

Mikael MarkmanKKRManaging Director / Family OfficesAlexandre DrabowiczCA IndosuezGlobal Chief Investment OfficerFrançois Mollat du JourdinMJ&CiePrésident fondateurAgnese CilloNOVUM PARTNERSInvestment Manager, Private Equity & Venture Capital
Description
In the wake of dedollarization and financial fragmentation, what are the new safe zones? Gold, data centers, sovereign land, real assets, and tokenization, how are family offices redrawing the global map of value?
Main Stage
5:30 PM5:50 PM

Fireside Chat

Loïc Le FollLa Mondiale EuropartnerCEOCamille VeverMaison VEVERCo- Reviver and CEO
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