The CEE Wealth Summit
The CEE Wealth Summit is making a comeback, and this year it promises to be even more exclusive than before. In order to create a truly immersive and impactful event, we have decided to restrict the number of attendees to 100.
The CEE Wealth Summit is a gathering of single family offices, private investors and family business owners & executives from Central and Eastern Europe. With a strong geographic focus it is our aim to build, maintain and strengthen relationships between players from the region and to facilitate business, investments and economic collaboration.
Eastern Europe has gone through an incredible transformation for the last 30 years and continues to do so. It is with great pleasure to witness this process, which comes with its own set of challenges for individuals and businesses alike. But with every challenge comes a new opportunity. And it is these opportunities we want to make visible to a carefully selected audience of investors and family offices.
Founder, Organiser and Co-host
Having a German father and a Czech mother, organising and hosting the CEE Wealth Summit is a particular pleasure and joy to me, as it allows me to unite my Central / Eastern European souls in an event.
Having grown up with both cultures, I learned to leverage the benefits of each, but I also learned that there is a lot one side doesn’t know or understand about the other. Not knowing each other properly is counterproductive to business.
It is my respect and love for Eastern Europe and its people that led me to the decision to support family offices and businesses from there to connect to their peers while opening doors to those seeking partners and opportunities further afield.
With Alex Schütz I found the best partner I could have wished for – based in the CEE hub Vienna and well-connected throughout Eastern Europe. And we share the same principles and excitement for the most exciting region in Europe.
I am looking forward to welcoming you to the next Central & Eastern European Wealth Summit in Vienna, co-hosted by Alex Schütz and his single family office
Yours Sincerely,
David Grammig
As former Director for International Relations at a GCC-based single family office, over the years David has established, and continues to grow, valued connections with fellow family offices. David lives by the credo “no level of technological sophistication can replace a handshake” and this is no different when it comes to his family office networks.
Co-host
My name is Alex Schütz and together with my Schütz Family Office I am co-host to the Central & Eastern European Wealth Summit in Vienna.
Initiated by my family office I offer a platform for fellow family offices from Emerging Europe to network with peers, learn from one another, and identify local, regional and global investment opportunities. With the Central & Eastern European Wealth Summit we are creating a new conference format by emancipating our guests.
We take the interests, opinions and concerns of participating families very seriously and ask them to give us their input so we can create the most relevant agenda and address topics that really matter to principles and business owners, their family and businesses.
This exclusive and by invitation-only event is the stepping stone for a sustainable and impactful collaborative effort to unite families, their investment offices and businesses, as well as private investors from the most rapidly changing and fastest growing regions in Europe.
I am looking forward to welcoming your family, too.
Yours sincerely,
Alex Schütz
Alex Schütz is founder and CEO of Vienna based C-QUADRAT Investment Group, one of the largest independent asset managers in Austria with over EUR 8 billion assets under management and active in over 20 countries in Europe and Asia with offices in Frankfurt, Paris, Geneva, Zurich, Madrid, Warsaw and Yerevan. Until May 2021 he served as a member of the supervisory board of Deutsche Bank AG. Since January 2021, he is chairman of the supervisory board of stock-listed cyan AG, a leading European cybersecurity provider.
Agenda
- June 24
- June 25
09:00 Registration & Meet-and-greet
09:50 Opening & Welcome
Opening Keynote speech by, Prof. Dr. Shalini Randeria, President & Rector of the Central European University:"Dismantling democracies with democratic tools: Can private wealth repair the damage?"
10:30 The Art of Investing alongside other Family Offices
- Leveraging your FO's strengths
- Family Office consolidation as a result of co-investing
- Successfully building FO networks
11:30 Networking Break
12:00 Creating & Sustaining a Resilient Portfolio
- Investing through strategic wealth management
- Expanding investment horizons beyond Eastern Europe
- Being compliant having assets and investments across multiple jurisdictions
12:40 Interview with Dovi Frances
13:00 Lunch & Networking
14:15 Investment Trends Family Offices Follow
- Distinguishing between hypes & long-term trends
- Opportunities and pitfalls of discounted assets
- The growing share of private markets & private debt in Family Office portfolios
15:15 Networking Break
16:00 The Balkans Unveiled
- Perspectives & views from local families
- Family Offices as a source for social capital
- Identifying strategic investment opportunities
17:00 Communications Workshop: Narratives that Connect - How to Create Trust & Drive Growth
18:15 Exclusive Performance by Hila Fahima Ruschin
18:30 Cocktails, Dinner & Entertainment
09:00 Registration, Networking & Breakfast
09:30 Nurturing Talents in Family Offices
- How to remunerate and retain talents
- Bringing out the best in your family office teams
- When principals and their investment managers meet eye-to-eye
10:30 Investment Trends in Web3
- Families venturing into digital asset as a new investment class
- Case Study: Polkadot enabling new Web3 applications
- Latest developments in EU crypto regulations
11:30 Coffee Break
12:00 Strategic Reflections for Single Family Offices
- Redefining your Family Office: is it ever too late to reinvent yourself?
- Crafting your Family Office identity: vision and strategy
- Aligning with the values of the next generation
13:00 Networking Lunch
14:30 The Power of Behavioral Finance for better Investment Decisions
- Understanding behavioural biases
- Heuristics can help family offices make more informed and rational investment decisions
- Overcoming psychological roadblocks and maximizing long-term wealth creation
15:30 Coffee Break
16:00 The Re-Emergence of Venture Capital in Investor Portfolios
- East vs West: Where to find the greatest opportunities
- Have we reached rock bottom and when is it time to re-invest
- When entrepreneurs become investors and vice versa
17:00 Fireside Chat with Sebastian Kurz
17:30 After Party
Speakers
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Florian Frhr. von Tucher
Chairman & Managing Director, Tucher Group, Germany
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Dovi Frances
Founding Partner, Group 11, USA/Israel
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Martin Schindler
Managing Director, Schütz Family Office, Austria
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Eric Assimakopoulos
Managing Partner, Revetas Capital, Slovakia / Austria
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Elodie Rojas
SFO Operational, Philanthropy Manager, Impact investment committee member, QUATRE VENTS, France
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Eyal Zbeda
Chairman, Shlomo Zbeda Holdings, Israel
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Andrei Podlesnyi
Investment Manager, Triple Impact Ventures, Austria
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Philipp Szep
Managing Director, Deltavest, Austria
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Max Rebol
Co-founder & Managing Partner, Harbour Industrial Capital, Hong Kong
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Christoph Kampitsch
CEO, Scytale, UAE
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Mario Altenburger
Co-founder & Managing Partner, Harbour Industrial Capital, Hong Kong
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Nathalie Boyke
Public Policy and Government Affairs Expert, Web3 Foundation, Austria
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Tommi Enenkel
Strategist, Web3 Foundation, Austria
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Zipo Lai
Zipo Lai Head of Family Office, Europe, Invest Hong Kong, Hong Kong
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Elisabeth Köstinger
CEO, e+ ventures GmbH, Austria
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Lucas Brichetti-Wagner
Member of the Board of Directors, Asia Impact, Switzerland Luxembourg
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Per Wimmer
CEO, Wimmer Family Office, United Kingdom
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Antonia Da Silva Teixeira
Founder & CEO, Neurodevelopmental Consultant & Family Office Counselling Expert, United Kingdom
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Prof. Dr. Shalini Randeria
President & Rector Central European University, Austria
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Nitin Shakdher
Founder & CEO, Green Capital Single Family Office, India
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Kurt Schappelwein
Head of Multi Assets and Deputy Chief Investment Officer, Senior Fund Manager at Raiffeisen Capital Management, Austria
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Tilo Bonow
Founder & CEO, PIABO PR GmbH, Germany
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Franz Friedl
Founder & CEO, Emerald Hill LLC, Switzerland
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Ben Ruschin
Managing Partner, Big Cheese Ventures, Austria
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Oksana Tiedt
Head of Fund and Co-Investments, Lennertz & Co, Germany
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Donatella Ceccarelli
Founder & CEO, DAF Private Office, Italy
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Samo Lubej
CEO, Prosperita Family Office, Slovenia
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Björn von Siemens
Co-Founder and CFO, Caresyntax, Germany
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Tomas Bocek
Investment Manager at SPM INVEST, Czech Republic
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Olivia Aubry
Sustainability Consultant, Director at Arno Management Limited, Malta
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Peta Milan
Principal, Henmil Group Family Office, UAE
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Luka Prelevic
Principal at Prelevic and LEX, Serbia
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Massimo Agostinelli
Artist & Entrepreneur, Think 1st Principles, Switzerland
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Evgeny Denisenko
Principal, Director at Apolis SFO, Monaco
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Cyril Aboujaoude
Director of Investments at RIR Group and Co-Founder at Tioopo Capital, United Kingdom
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Sebastian Kurz
Former Federal Chancellor of the Republic of Austria
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Adrian Shatku
CEO and Founder of UNIFI Capital Inc (USA) and CEO and Owner of WIS TELECOM (Italy)
CEO and Founder of UNIFI Capital Inc, USA, and CEO and Owner of WIS TELECOM, Italy
Exclusive Performance By
Last Year’s Speakers
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Sebastian Kurz
Former Federal Chancellor of the Republic of Austria
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ALEX SCHÜTZ
CEO, C-Quadrat Investment Group, Austria
CEO, C-Quadrat Investment Group, Austria
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Emma Hague
Principal, Single Family Office, United Kingdom
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Antoni Gburek
Founder and Board Member, Fidelis Partners, Poland
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Markus Schwingshackl
Founder of Centro LAW, Switzerland
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Ekta Tolani
Managing Director, Crown Capital, USA
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Ákos KŐSZEGVÁRY
Chief of Division of Public Private Partnerships, UNIDO, Austria
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Paweł Jacel
Partner, CVI, Poland
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Tolga Yazıcı
CEO, EGL Holding Investments, Turkey
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Dr. Johannes Ortner
Co-founder and CEO of ALIA AG; Owner J.O. Advisory, Austria
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Boris Abaev
CEO, Bidease.com, USA
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Dr. Samson Pkhakadze
President, Wissol Group, Georgia
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Juan Victor WANG XU
CEO, SlimBiotics GmbH, Austria
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Davide Ottolini
Founding Partner, Korify Capital Fund ONE, Switzerland
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Mark Florman
Founder & CEO, Time Partners, United Kingdom
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Andreas Hampel
Director and Private Equity Leader, Deloitte, Austria
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Heiner A. Weber
Chairman, Katalysen Ventures, Switzerland
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Benjamin Ruschin
Managing Partner, Big Cheese Ventures, Austria
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Charly Kleissner
Co-Founder Toniic & KL Felicitas Foundation, Club of Rome, Chair of Supervisory Board at Alia AG
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Oksana Tiedt
Head of Fund and Co-Investments, Lennertz & Co, Germany
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Frederic Garcin
Founder, Borderent, Switzerland
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MICHAEL KLEINDL
Co-Founder and Managing Partner, Collateral Good, Switzerland
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Andrew Velasco
Direct Investments, Hundle
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Adrian Shatku
CEO and Founder of UNIFI Capital Inc (USA) and CEO and Owner of WIS TELECOM (Italy)
CEO and Founder of UNIFI Capital Inc, USA, and CEO and Owner of WIS TELECOM, Italy
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Maria Gajda Horowitz
Founding Managing Partner, KIDRON CAPITAL LP, Israel
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Omer Tiroche
Owner, Albatross Art Advisers, United Kingdom
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Benjamin Epstein
Portfolio Manager, Saber, Austria
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Yulia Denisenko
Principal, Apolis S.A.M., Italy
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Rick Pearson
Partner & Chief Investment Officer, Pactum AG, Switzerland
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Wiktor Schmidt
Co-Founder & Executive Chairman, Netguru
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Hans van Houwelingen
Managing Partner, Urban Impact Ventures, Bulgaria
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Felix Ohswald
Co-Founder & CEO, GoStudent, Austria
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Hugo Borges
COO, MCA Group, Spain
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Serhan Süzer
CEO Eko Group, Türkiye
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Tomáš Boček
Investment Manager SPM Invest SFO Czech Republic
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Nico Zeifang
Co-Founder of Penguin Capital, Germany
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Mounir Khouzami
Co-Founder & President Swiss Arab Network, Trustee RFI Foundation and Founder & Managing Partner Zurich Champions, Switzerland
Co-Founder & President Swiss Arab Network, Trustee RFI Foundation and Founder & Managing Partner Zurich Champions, Switzerland
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Dr Cornelia Meyer
Chairman & CEO, MRL Corporation, United Kingdom
Chairman & CEO, MRL Corporation, United Kingdom
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Melanie Rieback
Co-founder/CEO, Radically Open Security, Netherlands
Co-founder/CEO, Radically Open Security, Netherlands
Organised & Hosted by
Co-Hosted by
Our Sponsors
Past Speakers
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BENJAMIN LAKATOS
CEO, MET Group, Switzerland & Hungary
CEO, MET Group, Switzerland & Hungary
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Tomas Dacys
Client executive, INVL group, Lithuania.
Client executive, INVL group, Lithuania.
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ARINDAM BOSE
Managing Partner, AB Holdings Ltd, UAE & Austria
Managing Partner, AB Holdings Ltd, UAE & Austria
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OCTAVIAN GRAF PILATI
Owner, Burg Hardegg & Schloss Ruegers, Austria
Owner, Burg Hardegg & Schloss Ruegers, Austria
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AGATA BARANSKA
Managing Partner, Undique Capital, Poland & Monaco
Managing Partner, Undique Capital, Poland & Monaco
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MIREILLE ABI HAIDAR VOROBYEVA
Head of Single Family Office, Russia
Head of Single Family Office, Russia
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MATEI DUMITRESCU
VP at Techangels & Partner at RocaX, Austria
VP at Techangels & Partner at RocaX, Austria
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BENJAMIN HABBEL
Founder & CEO, Limestone Capital AG, Switzerland
Founder & CEO, Limestone Capital AG, Switzerland
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Eva Miklasova
Head of ETF Business, Invesco, Austria & CEE
Head of ETF Business, Invesco, Austria & CEE
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LADISLAV SEKERKA
Partner, Consillium Family Office, Czech Republic
Partner, Consillium Family Office, Czech Republic
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CAMERON RENNIE
Director, Medici Advisors, United Kingdom
Director, Medici Advisors, United Kingdom
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ARKADIUSZ STEFANIAK
CEO at Agro Concept Management (AgCM) and Partner at Myroxylon Gmbh, Bulgaria
CEO at Agro Concept Management (AgCM) and Partner at Myroxylon Gmbh, Bulgaria
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HANS VAN HOUWELINGEN
Director, Telelink Investments Single Family Office, Bulgaria
Director, Telelink Investments Single Family Office, Bulgaria
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SERGEY RADCHENKO
Principal & President, Quonota Investments SFO & St Gotthard Fund Management, Russia, Cyprus & Switzerland
Principal & President, Quonota Investments SFO & St Gotthard Fund Management, Russia, Cyprus & Switzerland
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SAMO LUBEJ
CEO, Prosperita Family Office, Slovenia
CEO, Prosperita Family Office, Slovenia
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FRANCESCO MARINI
Founder & CEO, Lio Capital, United Kingdom
Founder & CEO, Lio Capital, United Kingdom
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JACOB DANIELS
Portfolio Director, Braeburn Whisky, United Kingdom
Portfolio Director, Braeburn Whisky, United Kingdom
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JIRI DIBLIK
Co-Founder & CEO, VOS.health, Czech Republic
Co-Founder & CEO, VOS.health, Czech Republic
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ZITA NIKOLETTA VERBÉNYI
Founder & Legacy Aesthete, The Legacy Atelier™, & Head of Family Offices, Stanton Chase, United Kingdom
Founder & Legacy Aesthete, The Legacy Atelier™, & Head of Family Offices, Stanton Chase, United Kingdom
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ADAM H. MARTIN
GP, Sujae Ltd, United Kingdom
GP, Sujae Ltd, United Kingdom
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AIMAN MANSOUR
VP and Head of Business Development in MENA Region, Menomadin Group, Israel
VP and Head of Business Development in MENA Region, Menomadin Group, Israel
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DARIA SAHAROVA
Founding Partner, World Fund, Germany
Founding Partner, World Fund, Germany
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FRANCOIS BOTHA
CEO & Founder, Simple, Denmark
CEO & Founder, Simple, Denmark
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TOHIB IYIOLA
Group Chief Executive Officer, Stronghold Global Finance, United Kingdom
Group Chief Executive Officer, Stronghold Global Finance, United Kingdom
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SEBASTIAN NITSCH
CEO, 6B47 Real Estate Investors AG, Austria
CEO, 6B47 Real Estate Investors AG, Austria
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ADRIAN NOWAK
CIO, Family Office, Poland
CIO, Family Office, Poland
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JAN BECKERS
CIO & founder, BIT Capital GmbH, Germany
CIO & founder, BIT Capital GmbH, Germany
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Clive Eley
Chief Investment Officer and SFO,Nordic Real Estate Partners, Denmark
Chief Investment Officer and SFO,Nordic Real Estate Partners, Denmark
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Indre Dargyte
Board member, Eika Asset Management, Lithuania
Board member, Eika Asset Management, Lithuania
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Alex Felman
General Partner, Felman Family Office, Latvia
General Partner, Felman Family Office, Latvia
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Indre Butkeviciute
Senior Wealth Manager, Orion Wealth Family Office, Lithuania
Senior Wealth Manager, Orion Wealth Family Office, Lithuania
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Marek Moravec
Managing Director/Co-founder, Nation 1, Czechia
Managing Director/Co-founder, Nation 1, Czechia
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Marius Jakulis Jason
Marius Jakulis Jason; lawyer, investor and philanthropist; Lithuania
Marius Jakulis Jason; lawyer, investor and philanthropist; Lithuania
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Andrei Pogonaru
Partner, CEFS SA, Bucharest Romania
Partner, CEFS SA, Bucharest Romania
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Tilo Bonow
Founder & CEO, PIABO PR GmbH, Germany
Founder & CEO, PIABO PR GmbH, Germany
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Swen Lorenz
CEO, Sarnia Asset Management, Guernsey, Channel Islands
CEO, Sarnia Asset Management, Guernsey, Channel Islands
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Marina Vaughan Spitzy
Director, Tecolote Advisory, Austria
Director, Tecolote Advisory, Austria
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Terezia Jacova
Co-founder, Lumus Investment Collective, Slovakia
Co-founder, Lumus Investment Collective, Slovakia
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Melanie Rieback
Co-founder/CEO, Radically Open Security, Netherlands
Co-founder/CEO, Radically Open Security, Netherlands
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Pierre-Antoine Mudry
Head of corporate finance & investor relations – Rejuveron Life Sciences AG, Switzerland and Advisor – Apeiron Investment Group, UK
Head of corporate finance & investor relations – Rejuveron Life Sciences AG, Switzerland and Advisor – Apeiron Investment Group, UK
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Paula Salastie
CEO and owner, Teknos Group, Finland
CEO and owner, Teknos Group, Finland
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Christopher Knothe
Co-Founder and Managing Partner of Direct Capital Investments (DCI)
Co-Founder and Managing Partner of Direct Capital Investments (DCI)
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Claus Winther
Founder & CEO, Ree Fashion, Denmark
Founder & CEO, Ree Fashion, Denmark
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Regine Wiedmann
Managing Director, Edmond de Rothschild Asset Management S.A. (France), Germany
Managing Director, Edmond de Rothschild Asset Management S.A. (France), Germany
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Patrick Wigan
Managing Director, Wigan Acquisitions & Senior Advisor to Austrian Single-Family Office, Austria.
Managing Director, Wigan Acquisitions & Senior Advisor to Austrian Single-Family Office, Austria.
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Erich Sieber
Founding General Partner, PeakBridge VC, United Arab Emirates
Founding General Partner, PeakBridge VC, United Arab Emirates
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Alexander Rapatz
Managing Partner, Black Manta Capital Partners, Luxembourg
Managing Partner, Black Manta Capital Partners, Luxembourg
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Miki Yokoyama
Venture Partner at Pirate Impact, Sustainability Advisor at UnternehmerTUM and Board Member of BDI Initiative Circular Economy,Germany
Venture Partner at Pirate Impact, Sustainability Advisor at UnternehmerTUM and Board Member of BDI Initiative Circular Economy,Germany
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Stefan Bollhalder
CEO, St. Gotthard Fund Management, Switzerland
CEO, St. Gotthard Fund Management, Switzerland
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Daniel Egger
CIO, St. Gotthard Fund Management, Switzerland
CIO, St. Gotthard Fund Management, Switzerland
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Adrian Shatku
CEO and Founder of UNIFI Capital Inc (USA) and CEO and Owner of WIS TELECOM (Italy)
CEO and Founder of UNIFI Capital Inc, USA, and CEO and Owner of WIS TELECOM, Italy
Past Sponsors
FAQ
Who are the delegates?
Delegates are single family office principles, UHNWI’s, private investors and family business owners from Central and Eastern Europe and those with an interest in the regions participation.
What is special about this event?
This event is an exclusive gathering of wealth owners from the CEE region, hosted by an Austrian single family office. Both, the host and organiser, want to create a highly relevant experience for the families and takes their concerns into consideration. Participating families have the opportunity to actively influence the agenda according to their individual interests. We specifically created a questionnaire that allows families to tell us what they want to learn about. This makes the event also highly attractive for sponsors as the agenda topics correspond with the families’ feedback.
What are the costs?
Delegate passes for the entire event including networking, all sessions and lunches & dinners come at EUR 1,900
What is the event’s main language?
All panels and interviews are conducted in English. In order to overcome a possible language barrier we advise family office delegates to attend with a trusted advisor to translate if necessary.
Can I represent the family I work for?
CxO’s of single family offices or family businesses can attend. A person who fulfils an advisory role or is not a c-level executive can attend, given that the family the person represents has given their written consent that they wish to be represented by the individual.
Who is entitled to sponsor?
All industries and services are entitled to apply to sponsor if product or service are beneficial to the attending investors or if the sponsor presents an attractive investment opportunity to the attending investors. All applications to sponsor CEE Private Wealth are subject to availability, acceptance by the advisory board of the Host & Organiser and the Sponsor making full payment of the sponsorship fee.
Details about the attending investors?
As a single family office (Schütz Family Office) and professional service provider to family offices (Grammig Advisory) we deem it highly unprofessional, unethical and illegal to reveal any information concerning our guests. It is in the interest of all parties that the privacy of the attendees is protected. We will share neither names, contact details nor any other information about the attendees. Speakers and panelists will be announced on our website.
Pre-arranged meetings
We, as host and organiser, do not propose, organise or arrange meetings on behalf of third parties. Plenty of networking breaks (breakfast, 2 coffee breaks, lunch and post-event) offer the opportunity to engage with the investors.
Hotel recommendations
Hotel recommendations will be provided to registered attendees.