FAMILY OFFICES & ASSET MANAGEMENT SUMMIT
FORUM 2025

Cet évènement

Agenda

Intervenants

Partenaires

Stands

8h00 : Welcome coffee & Networking

9h00 : Opening Speech

Opening Speech

9h15 : Panel I

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

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...

Ronald Rozenbaum

Prometheus InternationalExecutive Director

Elena Alexandri

ALPHA ASSET MANAGEMENTSales Director

Christophe Bianco

Thales Luxembourg and LBAN Board MemberManaging Partner

Pascal Rapallino

Stephane Bailly

CAR AvenueChairman

9h55 : Panel II

*This panel will be held in French, with simultaneous translation headsets available.

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

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...

Georgia Pont Garcia

Alkimia CapitalFondatrice/Senior Project Manager

Véronique Aubin

Xelis Family OfficePrésidente

AXA Wealth EuropeDeputy CEO

Team for the PlanetCo-fondateur

10h35 : Coffee break

powered by QPlix

11h00 : Workshops Session I

Workshop room A

Workshops Session I - A

Eau et déchets: bilans et perspectives dans un univers Trump 2.0

Bertrand Lecourt

JO HambroSenior Portfolio Manager

Workshop room B

Workshops Session I - B

Optimise your investments : a journey into structured product innovation

TP ICAPHead of Europe (ex-Switzerland) & Americas

Workshop room C

Workshops Session I - C

Infrastructure & Data Centres - The Beginning of a Decade-Long Innovation Opportunity

Global XInvestment Strategist

11h30 : Keynote

Keynote

SPHERE INVESTMENTS

SPHERE INVESTMENTSHead of Distribution

Esther Choukroun Egozi

SPHERE INVESTMENTSManaging Partner

11h45 : Panel III

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

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...

Véronique Simonin

Swiss LifeHead of Sales and Strategic Key Partner Management

Rodolphe Frerejean Taittinger

Champagne Frerejean FrèresFounder & CEO, French Bloom

BitwiseRegional Director, Investment Strategy - Europe

Joaquim De la Cruz

Lionsoul GlobalChief Investment Officer

Guillaume Sarkozy

GSNB ConseilChairman

12h30 : Lunch

14h00 : Keynote

Keynote

Philippe Mossier

PictetMarket Head

14h15 : Panel IV

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

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...

Jan-Felix Gloeckner

Insight (a BNY Investments company)Senior Investment Specialist

Exane Asset ManagementCo-responsable de la gestion

George Bory, CFA

AllspringChief Investment Strategist, Fixed Income

Zulmiro Da Costa

Vitis LifeChief Commercial Officer

Jean-Marc Spitalier

Clerville Family OfficePartner

Quentin Devars du Mayne de Nanthiat

Nanthiat Exclusive Investment AdvisoryFounder & CEO

15h00 : Workshops session II

Workshop room A

Workshops Session II - A

Fixed Income Roadmap 2025: Income is your friend

George Bory, CFA

AllspringChief Investment Strategist, Fixed Income

Workshop room B

Workshops Session II - B

ACATIS Value Event, patrimonial returns with a steady hand

ACATIS INVESTMENTPortfolio Manager

Workshop room C

Workshops Session II - C

Fonds Millésimés : Une Stratégie Pertinente Face à l’Illiquidité des SMID Caps ?

Moneta AMAnalyste gérant, co-gérant des fonds millésimés MME2026, MME2027, MME2028 et MME2029

15h30 : Coffee break

powered by QPlix

16h00 : Workshops session III

Workshop room A

Workshops Session III - A

The advantage of a flexible fund in a volatile interest rate market: All Weather Bonds!

Charlotte Davain

Montpensier ArbevelGérante Fixed Income Total Return

Workshop room B

Workshops Session III - B

AI, Small Caps, and the Society of Tomorrow: Stock-Picking Key to Success

Alexandre Roose

DecaliaHead of Equities et gérant du fonds

Workshop room C

Workshops Session III - C

Equity Income Investing: harnessing dividend ETFs to optimise portfolio returns

Marcus Weyerer, CFA

Franklin TempletonDirector, ETF Investment Strategy EMEA

16h30 : Panel V

*This panel will be held in French, with simultaneous translation headsets available.

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

In a constantly evolving fiscal and regulatory environment, this panel explores solutions to efficiently structure international wealth, optimize taxation, and turn regulatory constraints into...

David Kalfon, CFA

Sanso LongchampPresident

Pablo Peciña Toña

WealinsHead of Wealth Planning

Stéphane Pardini

QuintetHead of Wealth Management

Letus Private OfficeManaging Partner

17h10 : Panel VI

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

Private equity and alternative assets, including cryptocurrencies, are redefining investment opportunities. This panel explores innovative strategies for diversification and highlights emerging...

Alejandra Muguiro

KlarphosDirector of Alternative Investments

ASCOT INVESTMENTSDirector

Jurgen Vanhoenacker

Executive Director, Sales & Wealth StructuringUtmost Wealth Solutions

Alexander Schmidt

V+V CapitalManaging Director Investments | Single Family Office

Romain Afflelou

YadayCo-Founder

18h00 : Networking Cocktail

19h45 : Luxembourg Wealth Management Awards Dinner

(sur inscription)

Pré-inscription LWMA Dinner 2025

Pré-inscription LWMA Dinner 2025