Family Offices & Asset Management Summit 2025

Panel III - NextGen Family Entrepreneurs: Innovation, Legacy, and Disruptive Models

Mar 18, 2025 — 11:45 am - 12:25 PM
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The next generation of family entrepreneurs is reinventing business models by balancing innovation and respect for family values. This panel highlights governance challenges, success stories, and future perspectives.

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The other sessions

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Workshop room I
4:00 PM4:20 PM

Workshops Session III - A

Charlotte DavainMontpensier ArbevelGĂ©rante Fixed Income Total Return
Main stage
11:30 AM11:45 AM

Keynote

Anna KlaëbeInter GestionHead of Strategy
Main stage
2:15 PM2:55 PM

Panel IV - Geopolitics and Liquid Investments: Agile Strategies in an Unstable Environment

George Bory, CFAAllspringChief Investment Strategist, Fixed IncomeZulmiro Da CostaVitis LifeChief Commercial OfficerEric LauriExane Asset ManagementCo-responsable de la gestionJean-Marc SpitalierClerville Family OfficePartner
Description
Geopolitical tensions are reshaping the landscape of wealth management. This panel offers solutions to diversify portfolios, protect assets, and capitalize on opportunities in an environment marked by international uncertainties.
Workshop room 3
11:00 AM11:20 AM

Workshops Session I - C

Andrew YeGlobal XInvestment Strategist
Description
US Infrastructure: The Start of America's Decade of Opportunity
Workshop room 3
4:00 PM4:20 PM

Workshops Session III - C

Marcus Weyerer, CFAFranklin TempletonDirector, ETF Investment Strategy EMEA
Description
Equity Income Investing: harnessing dividend ETFs to optimise portfolio returns
Main stage
9:55 AM10:35 AM

Panel II - Responsible Investing and Strategic Philanthropy: A New Era of Maturity

Véronique AubinXelis Family OfficePrésidenteLaurent GayetAXA Wealth EuropeDeputy CEOJan-Felix GloecknerInsight (a BNY Investments company)Senior Investment SpecialistGeorgia Pont GarciaAlkimia CapitalFondatrice/Senior Project Manager
Description
As responsible investing reaches a new stage of maturity, this panel examines how family offices balance impact and pragmatism. Discussions will focus on navigating regulatory challenges, meeting performance expectations, and exploring how philanthropy can align with family values. Innovative approaches to maximize both societal and financial outcomes will also be highlighted.
Main stage
5:10 PM5:50 PM

Panel VI - Private Equity and Alternative Assets: Exploring New Frontiers in Diversification

Romain AfflelouYadayCo-FounderAlejandra MuguiroKlarphosDirector of Alternative InvestmentsAlexander SchmidtV+V CapitalManaging Director Investments | Single Family OfficeFrank SickmanASCOT INVESTMENTSDirectorJurgen VanhoenackerExecutive Director, Sales & Wealth StructuringUtmost Wealth Solutions
Description
Private equity and alternative assets, including cryptocurrencies, are redefining investment opportunities. This panel explores innovative strategies for diversification and highlights emerging trends shaping the future of family office portfolios.
Workshop room 3
3:00 PM3:20 PM

Workshops Session II - C

Raphael LucetMoneta AMAnalyste gérant, co-gérant des fonds millésimés MME2026, MME2027, MME2028 et MME2029
Description
Fonds Millésimés : Une Stratégie Pertinente Face à l’Illiquidité des SMID Caps ?
Main stage
2:00 PM2:15 PM

Keynote

Philippe MossierPictetMarket Head
Main stage
4:30 PM5:10 PM

Panel V - Cross-Border Wealth Management: Tackling Complexity to Maximize Value

David Kalfon, CFASanso LongchampPresidentStéphane PardiniQuintetHead of Wealth ManagementPablo Peciña ToñaWealinsHead of Wealth PlanningKaren RuphyFI&FODirectrice
Description
In a constantly evolving fiscal and regulatory environment, this panel explores solutions to efficiently structure international wealth, optimize taxation, and turn regulatory constraints into strategic advantages.
Workshop room 2
3:00 PM3:20 PM

Workshops Session II - B

Tobias EnglACATIS INVESTMENTPortfolio Manager
Description
ACATIS Value Event, patrimonial returns with a steady hand
Workshop room 2
11:00 AM11:20 AM

Workshops Session I - B

Rosnan ChotardTP ICAPead of Europe (ex-Switzerland) & Americas
Description
Optimise your investments : a journey into structured product innovation
Main stage
9:15 AM9:55 AM

Panel I - The Great Reset: Owners, Founders & Families Adapting to the New Global Order

Elena AlexandriALPHA ASSET MANAGEMENTSales DirectorChristophe BiancoThales Luxembourg and LBAN Board MemberManaging PartnerPascal RapallinoLAFOPrésidentRonald RozenbaumPrometheus InternationalExecutive Director
Description
This panel sets the stage for the conference by diving into the shifting priorities of Owners, Founders & Families. From geopolitical transformations and macroeconomic challenges to the rise of new asset classes and direct investments, we will explore how today’s wealth leaders are navigating uncertainty to reshape their strategies and seize emerging opportunities.
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