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Opening Speech

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...

Elena Alexandri

ALPHA ASSET MANAGEMENTSales Director

Christophe Bianco

Thales Luxembourg and LBAN Board MemberManaging Partner

Pascal Rapallino

Ronald Rozenbaum

Prometheus InternationalExecutive Director

9:55 AM10:35 AM

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...

Véronique Aubin

Xelis Family OfficePrésidente

AXA Wealth EuropeDeputy CEO

Jan-Felix Gloeckner

Insight (a BNY Investments company)Senior Investment Specialist

Georgia Pont Garcia

Alkimia CapitalFondatrice/Senior Project Manager

Workshop room I

11:00 AM11:20 AM

Workshops Session I - A

Bertrand Lecourt

JO HambroSenior Portfolio Manager

Workshop room 2

11:00 AM11:20 AM

Workshops Session I - B

Optimise your investments : a journey into structured product innovation

TP ICAPead of Europe (ex-Switzerland) & Americas

Workshop room 3

11:00 AM11:20 AM

Workshops Session I - C

US Infrastructure: The Start of America's Decade of Opportunity

Global XInvestment Strategist

11:30 AM11:45 AM

Keynote

Inter GestionHead of Strategy

11:45 AM12:25 PM

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...

Joaquim De la Cruz

Rodolphe Frerejean Taittinger

Champagne Frerejean FrèresFounder & CEO, French Bloom

BitwiseRegional Director, Investment Strategy - Europe

Guillaume Sarkozy

GSNB ConseilChairman

Véronique Simonin

Swiss LifeHead of Sales and Strategic Key Partner Management

Keynote

Philippe Mossier

PictetMarket Head

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...

George Bory, CFA

AllspringChief Investment Strategist, Fixed Income

Zulmiro Da Costa

Vitis LifeChief Commercial Officer

Exane Asset ManagementCo-responsable de la gestion

Jean-Marc Spitalier

Clerville Family OfficePartner

Workshop room I

Workshops Session II - A

George Bory, CFA

AllspringChief Investment Strategist, Fixed Income

Workshop room 2

Workshops Session II - B

ACATIS Value Event, patrimonial returns with a steady hand

ACATIS INVESTMENTPortfolio Manager

Workshop room 3

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

Workshop room I

Workshops Session III - A

Charlotte Davain

Montpensier ArbevelGérante Fixed Income Total Return

Workshop room 2

Workshops Session III - B

Alexandre Roose

DecaliaHead of Equities et gérant du fonds

Workshop room 3

Workshops Session III - C

Equity Income Investing: harnessing dividend ETFs to optimise portfolio returns

Marcus Weyerer, CFA

Franklin TempletonDirector, ETF Investment Strategy EMEA

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

Stéphane Pardini

QuintetHead of Wealth Management

Pablo Peciña Toña

WealinsHead of Wealth Planning

FI&FODirectrice

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...

Romain Afflelou

YadayCo-Founder

Alejandra Muguiro

KlarphosDirector of Alternative Investments

Alexander Schmidt

V+V CapitalManaging Director Investments | Single Family Office

ASCOT INVESTMENTSDirector

Jurgen Vanhoenacker

Executive Director, Sales & Wealth StructuringUtmost Wealth Solutions