Asset Owners

Committee

Mission: To enhance the visibility of asset owners as institutional investors, spreading best practices and promoting professionalization in the financial industry.

Members of the Committee:

- Guillermo Barandalla Casado, CFA, CAd
- Sergio Herrera Vellisca, CFA
Diego Santo Domingo, CFA
- Pablo Puente, CFA
- José Cerón, CFA, CAd
- Jorge Teixeira Duarte, CFA
- Martín Santibáñez, CFA, CAd
- Pedro Pablo García, CFA

Conferences videos:

El papel de los activos financieros dentro del patrimonio familiar intergeneracional
Ponente: Borja Durán, CFA, CAIA, CAd
Jueves 19 de mayo a las 19 horas
Recursos dedicados a la gestión del patrimonio familiar. Primeros pasos en la construcción de una oficina o estrategia de inversión
Ponente: Daniel de Fernando
Jueves 9 de junio a las 19 horas
La relevancia de la profesionalización y de los procedimientos de inversión en la oficina familiar
Ponentes: Borja de Cruïlles y Paolo Mezza
Jueves 23 de junio a las 19 horas

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