The most important private event of the year, gathering business families, family offices, UHNWIs, investment funds, and key players from the region, arrives in Chile. This is the announcement from Black Bull Investors Club for the first edition of its Andean Region Family Office & Investors Summit. The event, to be held in Santiago, aims to become a meeting point for the Chilean financial industry.
The seminar will take place on November 5 and 6 at the Renaissance Marriott Hotel in the Vitacura district. The program, which covers various topics of interest to investors, begins at 9:00 a.m. after a registration period.
The event is designed to strengthen relationships and delve into themes such as family structuring and alternative investments. In addition to presentations and discussion groups, the event will also feature one-on-one meetings, networking spaces, thematic round tables, and an elevator pitch segment where investment ideas will be quickly presented.
This time, keynote speakers Javier Medina, Executive Director of Santander Private Banking, and Álvaro Peña Ospina, Executive Vice President of APG Capital Investments, will share their perspectives on wealth management and business families, respectively.
Opening Panels
The discussion panels at the Andean Region Family Office & Investors Summit will cover a range of topics related to wealth management, including family fortune dynamics and assets of interest, among others.
On the morning of the first day, three panels will take place in parallel. In the international real estate segment, which will explore emerging and established markets, Richard Perales, Portfolio Manager at FIBRA Real Estate Assets; Baloys Tiburcio, Senior Managing Director of Orange Investments; and María Álvarez, Partner at Vida Fund, will share their insights.
In the family structuring panel, which will discuss its role as a “pillar of success” for family businesses and family offices, Andrés Vial, President of Business Families of Chile (FEC), and Arnaldo Flores, General Director of Tienda Flores, will participate.
The capital markets segment, focusing on its challenges and opportunities, will feature Miguel Marcos, Regional Commercial Director for Latam at Exness; Juan Pablo Córdoba, CEO of nuam Exchange; and María Andrea Villanueva, Deputy Director of ColCapital.
After lunch, there will be a discussion segment on women leaders, which will also include Villanueva. She will be joined by Andrea Nazar, Managing Director of Criteria MFO and Country Head for Chile of We are MEF; Mane Guzmán, Executive Director of the ACVC; and Paula Valenzuela, Director of the Santiago Stock Exchange.
Simultaneously, there will be a discussion space focused on venture capital, described as “an expanding market.” Here, Pablo Fernández, General Partner of Venturance Alternative Assets; Andrés Pesce, CEO of Kayyak Ventures; José Tomás Daire, CEO of CF Inversiones FO; and Salvador Said, Co-founder of Grupo Said FO/30N Ventures, will share their perspectives.
Topics for the Second Day
On the second day of the Black Bull event, the midday panels will address several other topics in parallel. In the family succession panel—a crucial factor for family offices—María de los Ángeles Bringas, President of Ibero-American Business Families; Fadua Gajardo, Executive Director of the Chilean Institute of Directors (IDDC); and María Ansaldo, Partner at Juguetes Ansaldo, will share their experiences.
In a nearby room, the discussion will focus on the Chilean real estate market and its role in family office investment strategies. This panel will feature Germán Honorato, Founding Partner of LCH Invest; Alberto Ureta, General Manager of Nialem Real Estate Group; and Cristián Boetsch, General Manager of BE Capital Family Office.
In the tax compliance panel, four professionals will discuss key aspects of efficient management: Cristián Blanche, Founding Partner of Tax Advisors; Pablo Greiber, Partner Attorney at EY; Sebastián Gallo, Director of Tax & FO’s Services at Holding Pérez Companc FO; and Ximena Niño, Tax Partner at Deloitte.
Later, after a short break, the final thematic panels will take place. One will cover trends and strategies in alternative assets for family wealth management, featuring insights from Juan Carlos Aguilar, Founding Partner of Key Capital; Mauricio Cañas, Strategy Director at BTG Pactual Chile; Roberto Loehnert, Founding Partner of Venturance Alternative Assets; Jaime Herrera, Business Development Deputy Manager at ScaleX, nuam Exchange; and Nicolás Varas, Commercial Manager at Fynsa AGF.
The other panel will focus on education and leadership in the “next generation.” This topic will be covered by Giangranco Arata, professor at the Pontifical Catholic University of Valparaíso (PUCV); Carolina Pérez, CEO of the Chilean single-family office Celta Inversiones; and Jaime Ale, Managing Director of Ale Asociados.
