AGENDA

1:00pm: Welcome coffee

2:00pm: Main stage

Plénière - Auditorium Colette

Fireside Chat

Véronique Simonin & Eric Tréguier “Today’s and tomorrow’s wealth: what opportunities and what challenges”

Véronique Simonin

Swiss Life Global SolutionsHead of Sales and Strategic Key Partner Management

Journaliste, Historien et Créateur du classement des Fortunes françaises

Plénière - Auditorium Colette

Panel I: 2025 - economic outlook and investment innovation

This panel combines the topics of future markets post US elections and European prospects, highlighting blue chips and innovations in asset management to anticipate economic trends and reshape...

François de Mitry

iVesta Family OfficeCo-founder Financial Markets

Joachim Savigny

Cheval Blanc PatrimoinePrésident & Fondateur

David Seban-Jeantet

Société Générale Investment SolutionsCIO

Fabrice Zamboni

Malakoff HumanisEx Directeur des Investissements

Plénière - Auditorium Colette

Panel II: Families, elites and wealth planning: the rules and codes of the high-end customer...

An inspiring debate that analyzes the codes of art, luxury and wealth management to explore how traditional high-end sectors and their entrepreneurs are adapting to trends and the expectations of...

Letus Private OfficeManaging Partner

Lombard International AssuranceDeputy Sales Director Europe

Philippe Mossier

Pictet & CieMarket Head - Continental Europe

Philippe Schaus

Moët HennessyCEO

3:30pm: Workshops Session I

Auditorium Colette

Workshops Session I

“Interest of a social strategy in a portfolio”

Michel Escalera

Palatine Asset ManagementDirecteur général

Workshops Session I

“Equity infrastructure, a new brick of diversification into real assets”

Swiss Life Asset ManagersInfrastructure Head of Products

Salle Romain Gary

Workshops Session I

The impact of a crypto allocation within a traditional portfolio.

Bitwise Asset ManagementRegional Director, Investment Strategy

3:50pm: Coffee Break & Networking

4:20pm: Workshops Session II

Workshops Session II

Whether geographically or financially as a result of rising interest rates, there will be plenty of opportunities over the next twenty-four months. Find out more about our opportunistic strategy for...

Opportunity Real Estate FundFounder & Managing Partner

Salle Romain Gary

Workshops Session II

Transfer of wealth to a new generation, value for money, digital solutions: how Swissquote Bank Europe meets the challenges of tomorrow.

Sébastien Champion

Swissquote Bank EuropePartner Solutions Senior Manager

Auditorium Colette

Workshops Session II

“How to re-enchant the customer experience”

La Mondiale EuropartnerSenior Sales Officer

La Mondiale EuropartnerSales Manager

4:45pm: Main stage

Plénière - Auditorium Colette

Panel III: Advanced strategies in financial and wealth engineering

This panel explores strategic financing and investment in private assets requiring a high level of asset analysis and engineering.

Olivier Bontoux

MyWay Family OfficeCo-Founder & Family Officer

Virginie Duffour

Beelong Family OfficeFondatrice

Jean-François Gramain

Pragmatik PartnersFounder & CEO

MNK PartnersDirecteur – Portfolio Management

21SharesManaging Director

Plénière - Auditorium Colette

Panel IV: Wealth transfer and family businesses: navigating the greatest transfer of wealth in...

This panel highlights the importance of estate planning and adaptive investment strategies to ensure a smooth transition and maintain long-term growth. A closing panel discussion focuses on how...

Helie de Cornois

STONEHAGE FLEMINGPartner, Head of Family Office

HEDON Family OfficeAssocié fondateur - Président

Jérôme Jambert

HerestGérant co-fondateur

Nora Lemhachheche

Quintet Private BankCo-Head of Wealth Management

Juan José Rodriguez García

Cardif Lux VieChief Wealth Management Officer

6:15pm: Networking Cocktail