MADRID April 26th - 2018

WESTON HILL Global Investors Forum

Designed for:

Pension Funds, Insurance Companies, High-Net-Worth

Individuals, Family Offices,

Wealth Managers, Investment Advisors, Private Banks,

Asset Managers and Elite Entrepreneurs.

Hotel Villa Magna Madrid

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Sponsors

Weston Hill offers wealth management services to UHNWI from Spain and

LatAm. The firm manages balanced portfolios and investment vehicles in

high-yield financial assets. The Company’s main activities focus on

providing wealth management services, M & A, restructuring, liquidation

processes, acquisition and management of distressed debt for its

shareholders, customers and investors.

Smart Insider analyses share transactions made by directors and senior employees in

the shares of their own company. Monitoring around 60,000 companies we cover

every stock across global markets where insider share transactions are reported.

Following trading patterns of directors and senior managers can lead to investment

gains but investors can’t follow every trade. Identifying the ‘Smart Insiders’ and other

characteristics of the trades is essential to achieve outperformance.

Mirabaud Asset Management is the investment arm of the Mirabaud

Group, an independent wealth and asset management group established in

1819 in Geneva, Switzerland. Our culture and identty have always been

actve management, where we have demonstrated added value for our

investors over time.

Harbor Ithaka Wealth Management is all about making sure that what our

clients have constructed and accumulated over the years -what their work

and families have come to stand for- is adequately protected. Not only

against the myriad of risks out there, but also from complacency and

misguided advice.

Columbus Investment Partners was founded in 2000 as a specialized European

small- and mid- caps equity fund. The firm invests with rigor and discipline,

employing highly sophisticated analytical research techniques. In its 15+ years of

existence, the fund has established an excellent track record.

Founded in 2007 by experienced professionals in top-ranked investment banks,

Aquasphere currently has three main areas of activity: Non-Traditional Asset

Investment, Corporate Finance, and Family Offices, advising high net-worth clients.

The Partners, as well as the majority of Aquasphere’s professionals, come from

backgrounds at top-ranked institutions. Our clients include listed companies,

multinational firms with operations in the United States, the United Kingdom,

Mexico, and Spain, family-owned companies, and international private equity funds.

Started in 1994 in New York City, Fare Buzz is one of the leading travel providers in

the industry. Due to its buying power company is able to negotiate aggresive deals

on Flights, Hotels & Car Rentals and pass the savings on to the consumers. It

particularly specializes in Business & First Class travel and confidently states that it

offers the best the prices in the industry.

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Featured Speakers

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8:30 Registration & Continental Breakfast

9:00 Chairman’s Opening Remarks

Juan Garrido, Co-Founder and Partner, Weston Hill (Spain)

9:10 Keynote Presentation

Claudio Aguirre, CEO & President, Altamar Capital (Spain)

9:40 Elite Investor Insights in 2018 - The last 12 months have seen unexpected events which have

dramatically changed financial markets: new U.S. policies, volatility, raising rates by the FED

Vs. flat rates in the EU, and more. Top global investors will take a look at these mega trends,

geopolitical risks, and economic challenges as we move forward in 2018 and beyond,

detailing their compelling assessment of the global landscape

Moderator:

Juan Garrido, Co-Founder and Partner, Weston Hill (Spain)

Panelists:

George Schultze, CEO, Samco (US)

Herman Santos, Chairman, LACERA (US)

Marcus Storr, Head of Hedge Funds, FERI Trust (Germany)

Pedro Rodriguez, Partner and Portfolio Manager, BlueCrest Capital (UK)

10:20 Finding High-Performing Investment Opportunities and Industry Best Practices

Managers and Industry experts from around the world will present their best solution idea

for the next 12-24 months. Presentations + Q&A.

Presenters:

Pedro Yagüez, CEO, Columbus Investment Partners (UK) | “European Small & Mid-Caps”

Cesar Sordo, Partner, Element Finance Group (US) | “Distress Real Estate Vs Volatility”

Michael Tindale, CEO, Smart Insider (UK) | “Savvy Analysis for Top Investment Strategies”

11:10 Networking Break

11:30 How Pension Funds are Managing Investments through Volatile and Low-Yield

Environments

Given the state of affairs in the industry, strategy in portfolio management will be

paramount. This panel will explore best practices and will look at approaches employing

tactical investments and diversification.

Panelists:

Fernando Aguado, CIO, Fonditel (Spain)

Manuel Travesero, Head of Alternatives, VidaCaixa Pensiones (Spain)

Jose Luis Jimenez, CIO, Mapfre Pensiones (Spain)

Mario Amigo, CIO, Sistel (Brazil)

12:00 Presentation

Rafael Alcantara-Lansberg, Managing Partner, Harbor Ithaka Wealth Management (US)

12:30 Presentation

Gemma Hurtado, Senior Portfolio Manager, Mirabaud (Spain)

Agenda April 26th

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13:00 Networking Luncheon

14:00 Wealth Management Challenges - Surviving the landscape of new regulations – MiFID II.

Transforming the essence transforming the EAFI model.

Moderator:

Josina Kamerling, Head of Regulatory Outreach, European Parliament (Belgium)

Panelists:

Fernando Estevez, Managing Partner, Diaphanum (Spain)

Daniel de Fernando, Managing Partner, MdF Family Partners (Spain)

Jorge Coca, Managing Partner, Wealth Solutions (Spain)

Juan Jesús Gómez, CEO, Consilio Family Office (Spain)

Carlos Garcia Ciriza, Managing Partner, C2 Asesores Patrimoniales (Spain)

14.45 Private Banking: Best Practices

The panel will look to understand product architecture and to redefine asset allocation and

investment strategies as a consequence of new regulations and last trends. Our experts will

also discuss the consequences of advances in technology as well as increased competition

within the sector.

Panelists:

Luis Buceta, CIO, Banco Alcalá (Spain)

Victor Allende, Director, La Caixa Private Bank (Spain)

Iñigo Gallástegui, Head of Manager Selection, Santander Private Bank (Spain)

Pedro Dañobeitia, CEO, Sabadell Private Bank (Spain)

Eli Butnaru, CEO, Mora Wealth (US)

15:30 Coffee Break

16:00 Real Estate

The Pulse of the asset class in Spain Vs international diversification – Incentives that work

for local and international investors.

Panelists:

Adi Digvi, CEO, EA Global (US)

Juan Antonio Gutierrez, CEO, Mazabi (Spain)

Jose Luis Llamas, CEO, Quattro Family Office (Mexico)

Stefan Becker, CIO, Richmont Capital (Switzerland)

Alberto Alonso, CEO, Grupo Valía (Spain)

16:45 Investors Innovation – Adding Value

Our experts will discuss the state of differentiation. Where else do promising opportunities

exist? How can we go beyond plain vanilla? Understanding products and gaining consistency

for clients. Art, Classic Cars and Others.

Moderator:

Antonio Dezcallar, Art and Cars Collector

Panelists:

Cayetano Martinez de Irujo, Duke of Arjona and CEO at Casa de Alba (Spain)

Juan Esquer, Partner, SV Auriga Family Office (Spain)

Juan Arce, President, Aquasphere Management (US)

Cristina Campadabal, CEO, CCS Finanzas Family Office (Spain)

Agenda April 26th

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17:15 Closing Remarks

17:20 Tapas and Wine Tasting. By Ricardo Arambarri, CEO, Vintae (Spain)

Agenda April 26th