Accreditation. Networking Coffee
April 14. 08:30.
Geopolitical and macro panorama of private capital
Where we are and where we are going Leer más
April 14. 09:00-09:15. Presentation
Strategic reading of the new geopolitical and macroeconomic context that conditions private capital and real estate investment
Strategies and actual markets of Family Offices
Real investment strategies of Family Offices Leer más
April 14. 09:15-09:55. Round Table
- Assets in which they are investing
- Assets that are avoided
- Recent changes in real estate exposure
International investment: go to markets and not go to markets Leer más
April 14. 09:55-10:35. Round Table
- Portugal, Italy, United States and other markets with direct experience
- Clear mapping of investments and rational decision-making
Criteria and decision-making structures
Criteria beyond structure. How are families nowadays making decisions with their own capital Leer más
April 14. 10:35-10:50. Presentation
- How do they evaluate opportunities that reach the family
- Timing: when to enter or wait on an asset/investment
- Risk vs return: how to prioritize criteria without entering structures
- Recent strategic decisions that have changed capital allocation
- Difference between personal investment decisions vs professional investment decisions (funds, third parties)
Networking Coffee
April 14. 10:50-11:35.
Direct investment and indirect Leer más
April 14. 11:35-12:15. Round Table
- Comparison between club deals, closed-end funds, and shared vehicles
- Advantages and risks of each model in terms of return, liquidity, and control
- When it is time to invest directly vs through a fund
- PropCo + OpCo Models: Practical Application and Lessons Learned
- Vehicleization of the asset portfolio: low-cost REITs, portfolio, Exchange/s, portfolio, Exchange/s
Corporate governance and Family Office structure Leer más
April 14. 12:15-12:55. Round Table
- Organization of decision-making
- New trends: Digitalization, reporting, AI, information security in wealth management
- Asset diversification
- Professionalization of real estate investment
Alternative assets and wealth management
Alternative assets with real traction Leer más
April 14. 12:55-13:35. Round Table
- Student accomodation, senior living, hospitality
- Basic infrastructure on designated land: schools, hospitals, gyms, nursing homes
- Change of use to create value and reposition of assets: office to residential, hotel, etc
- Agricultural land, agrotourism projects, and rural tourism
- Offices and high street retail: current trends and repositioning opportunities
- Life sciencies
- Other assets: data centers
Equity liquidity and new typologies Leer más
April 14. 13:35-14:00. Round Table
- Bare ownership and life annuities
- Defensive and asset protection strategies
Networking Lunch
April 14. 14:00-15:15.
Taxation, governance and co-investment
Taxation and legal structure Leer más
April 14. 15:15-15:35. Presentation
- Relevant updates
- Real impact in investment decisions
- Practical cases
Co-investment between Family Offices: what works and what does not Leer más
April 14. 15:35-16:20. Round Table
- What does a family demand before investing alongisde another family
- Confidence vs processes: when a personal relationship is enough and when clear rules need to be established
- Family governance: how decision-making works in tense situations
- Conflict management and thesis differences
- Unexpected cash out: how to manage liquidity fairly without damaging relationships
- Key learnings: mistakes to avoid and conditions to replicate in future co-investments
Capital with purpose: Impact investment and family legacy Leer más
April 14. 16:20-17:00. Round Table
Presentation (10 min) + conversation (30 min)
Afterwork networking
April 14. 17:00-17:35.
End of the day
April 14. 17:35.
(*) Agenda subject to change
Simultaneous translation available (Spanish > English) with on-screen subtitles thanks to AI technology
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