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

Mar 18, 2025 — 11:45 am - 12:25 PM
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Thematique

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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Main stage
9:15 AM9:55 AM

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

Ronald RozenbaumPrometheus InternationalExecutive DirectorElena AlexandriALPHA ASSET MANAGEMENTSales DirectorChristophe BiancoThales Luxembourg and LBAN Board MemberManaging PartnerPascal RapallinoLAFOPrésidentStephane BaillyCAR AvenueChairman
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.
Main stage
9:55 AM10:35 AM

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

Georgia Pont GarciaAlkimia CapitalFondatrice/Senior Project ManagerVéronique AubinXelis Family OfficePrésidenteLaurent GayetAXA Wealth EuropeDeputy CEOArthur AuboeufTeam for the PlanetCo-fondateur
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. *This panel will be held in French, with simultaneous translation headsets available.
Workshop room A
11:00 AM11:20 AM

Workshops Session I - A

Bertrand LecourtJO HambroSenior Portfolio Manager
Description
Water and Waste: challenges and opportunities in the Trump 2.0 Era
Workshop room B
11:00 AM11:20 AM

Workshops Session I - B

Rosnan ChotardTP ICAPHead of Europe (ex-Switzerland) & Americas
Description
Optimise your investments : a journey into structured product innovation
Workshop room C
11:00 AM11:20 AM

Workshops Session I - C

Andrew YeGlobal XInvestment Strategist
Description
Infrastructure & Data Centres - The Beginning of a Decade-Long Innovation Opportunity
Main stage
11:30 AM11:45 AM

Keynote

Frank InghelsSPHERE INVESTMENTSHead of DistributionEsther Choukroun EgoziSPHERE INVESTMENTSManaging Partner
Description
SPHERE INVESTMENTS
Main stage
11:45 AM12:25 PM

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

Véronique SimoninSwiss LifeHead of Sales and Strategic Key Partner ManagementRodolphe Frerejean TaittingerChampagne Frerejean FrèresFounder & CEO, French BloomRonald RichterBitwiseRegional Director, Investment Strategy - EuropeJoaquim De la CruzFlanksCEOGregory MallLionsoul GlobalChief Investment OfficerGuillaume SarkozyGSNB ConseilChairman
Description
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.
Main stage
2:00 PM2:15 PM

Keynote

Philippe MossierPictetMarket Head
Main stage
2:15 PM2:55 PM

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

Jan-Felix GloecknerInsight (a BNY Investments company)Senior Investment SpecialistEric LauriExane Asset ManagementCo-responsable de la gestionGeorge Bory, CFAAllspringChief Investment Strategist, Fixed IncomeZulmiro Da CostaVitis LifeChief Commercial OfficerJean-Marc SpitalierClerville Family OfficePartnerQuentin Devars du Mayne de NanthiatNanthiat Exclusive Investment AdvisoryFounder & CEO
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 A
3:00 PM3:20 PM

Workshops Session II - A

George Bory, CFAAllspringChief Investment Strategist, Fixed Income
Description
Fixed Income Roadmap 2025: Income is your friend
Workshop room B
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 C
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 ?
Workshop room A
4:00 PM4:20 PM

Workshops Session III - A

Charlotte DavainMontpensier ArbevelGérante Fixed Income Total Return
Description
The advantage of a flexible fund in a volatile interest rate market: All Weather Bonds!
Workshop room B
4:00 PM4:20 PM

Workshops Session III - B

Alexandre RooseDecaliaHead of Equities et gérant du fonds
Description
AI, Small Caps, and the Society of Tomorrow: Stock-Picking Key to Success
Workshop room C
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
4:30 PM5:10 PM

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

David Kalfon, CFASanso LongchampPresidentPablo Peciña ToñaWealinsHead of Wealth PlanningStéphane PardiniQuintetHead of Wealth ManagementAnice ChlagouLetus Private OfficeManaging Partner
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. *This panel will be held in French, with simultaneous translation headsets available.
Main stage
5:10 PM5:50 PM

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

Alejandra MuguiroKlarphosDirector of Alternative InvestmentsFrank SickmanASCOT INVESTMENTSDirectorJurgen VanhoenackerExecutive Director, Sales & Wealth StructuringUtmost Wealth SolutionsAlexander SchmidtV+V CapitalManaging Director Investments | Single Family OfficeRomain AfflelouYadayCo-Founder
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.
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