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.
GeorgiaPont GarciaAlkimia CapitalFondatrice/Senior Project ManagerVéroniqueAubinXelis Family OfficePrésidenteLaurentGayetAXA Wealth EuropeDeputy CEOArthurAuboeufTeam 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.
VéroniqueSimoninSwiss LifeHead of Sales and Strategic Key Partner ManagementRodolpheFrerejean TaittingerChampagne Frerejean FrèresFounder & CEO, French BloomRonaldRichterBitwiseRegional Director, Investment Strategy - EuropeJoaquimDe la CruzFlanksCEOGregoryMallLionsoul GlobalChief Investment OfficerGuillaumeSarkozyGSNB 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.
Jan-FelixGloecknerInsight (a BNY Investments company)Senior Investment SpecialistEricLauriExane Asset ManagementCo-responsable de la gestionGeorgeBory, CFAAllspringChief Investment Strategist, Fixed IncomeZulmiroDa CostaVitis LifeChief Commercial OfficerJean-MarcSpitalierClerville Family OfficePartnerQuentinDevars 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.
DavidKalfon, CFASanso LongchampPresidentPabloPeciña ToñaWealinsHead of Wealth PlanningKarenRuphyFI&FODirectriceStéphanePardiniQuintetHead of Wealth ManagementAniceChlagouLetus 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.
AlejandraMuguiroKlarphosDirector of Alternative InvestmentsFrankSickmanASCOT INVESTMENTSDirectorJurgenVanhoenackerExecutive Director, Sales & Wealth StructuringUtmost Wealth SolutionsAlexanderSchmidtV+V CapitalManaging Director Investments | Single Family OfficeRomainAfflelouYadayCo-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.
