top of page
CDMX
Family Office & Investors
Summit 2026
mexico-flag

CDMX, Mexico

June 3 & 4, 2026

Register

8:00 am to 8:45 am

Check-in at the hotel counter

Coffee break

8:00 am to 8:45 am

descarga (11).png
BlackBullCDMX2025-326 - copia.jpg

Welcoming Words

8:45 am to 8:50 am
CASCADA Room

Opening Keynote Presentation - Day 1

GLOBAL MACROECONOMIC OVERVIEW

Rodolfo Mitchell_edited.jpg

SPEAKER
Rodolfo
Mitchell

Economist

SPEAKER
Alejandra
Marcos

Director of Analysis and Strategy
Kapital Financial Group

Marina Valentini_edited.jpg

SPEAKER
Marina
Valentini

Global Market Strategist
JP Morgan Asset Management

14-DSC05792.jpg

Opening Keynote Presentation - Day 1

8:55 am to 9:35 am
CASCADA Room

Elevator Pitch - Exhibition of investment projects and various solutions

9:40 am to 10:28 am
CASCADA Room

36-DSC05959.jpg
Un grupo de colegas hablando.webp

Break

10:30 am to 10:50 am

woman-stands-front-screen-with-graphs-showing-graphs-graphs.jpg

Portfolio resilience in volatile markets:

Diversification strategies for Mexican investors

 

​

10:50 am to 11:35 am
ROCIO Room

holograma-de-tecnologia-futurista.jpg

The AI-powered family office: enhanced due diligence, risk management, and decision-making:

How AI is changing due diligence, risk monitoring, sourcing, reporting, fraud, compliance, and internal governance in family offices

 

10:50 am to 11:35 am
BRISA Room

people-working-with-ai-operated-devices.jpg

Tax Strategy and Wealth Structuring:

Key Decisions for Capital Preservation and Growth

 

​

 

 

 

10:50 am to 11:35 am
ARROYO 1 Room

Break

11:35 am to 11:55 am

Emprendedor, utilizar, teléfono móvil.webp
GK2A0606_edited.jpg

Business 1-1 meetings

11:55 am to 13:10 pm
ARROYO 2 Room

​Buffet food

13:10 pm to 14:30 pm
Terrace Zone - (TANDAS)

open-food-containers.jpg
future-visions-business-technology-concept.jpg

International diversification in real estate:

markets, sectors and trends for 2026

14:30 pm to 15:15 pm
ROCIO Room

medium-shot-man-working-as-real-estate-agent (1).jpg

Legacy in motion:

Succession planning and the rise of the next generation

14:30 pm to 15:15 pm
BRISA Room

engineer-inspecting-renewable-energy-infrastructure.jpg

Infrastructure and energy in Mexico 2026:

Where are the opportunities and the bottlenecks?

14:30 pm to 15:15 pm
ARROYO 1 Room

Break

15:15 pm to 15:35 pm

Amigos bebiendo café.webp
business-people-discussing-new-design-project-executive-team-meeting.jpg

Round Tables

15:35 pm to 16:20 pm
ARROYO 2 Room

Un grupo de colegas hablando.webp

Break

16:30 am to 16:50 pm

Closing Keynote Presentation - Day 1

Smart Growth: Building Scalable Companies from the Perspective of the Entrepreneur, the Investor, and the Family Office

Patricias Armendariz_edited.jpg

SPEAKER
Patricia Armendariz

President & Founder of Fincluyente and Founder & Former CEO of FINSUS

Rodolfo Junco De la Vega_edited.jpg

SPEAKER
Rodolfo
Junco De la Vega

Board Member
Reforma Group

Rodolfo Junco De la Vega_edited.jpg

SPEAKER
Charles
Elmann

Executive VP
Allux

Rodolfo Junco De la Vega_edited.jpg

SPEAKER
Simon
Cohen

President
Henco Global

Patricias Armendariz_edited.jpg

SPEAKER
Patricia Armendariz

President & Founder of Fincluyente and Founder & Former CEO of FINSUS

Closing Keynote Presentation - Day 1

SMART GROWTH:
Building Scalable Companies from the Perspective of the Entrepreneur, the Investor, and the Family Office

106-DSC06586.jpg

Closing Keynote Presentation - Day 1

16:50 pm to 17:30 pm
CASCADA Room

WELCOME COCKTAIL

17:30 pm to 18:30 pm
Bar

Cocktail
bottom of page