CDMX
Family Office & Investors
Summit 2026
CDMX, Mexico
June 3 & 4, 2026
כותרת: ספירה לאחור
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Opening Keynote Presentation - Day 1
GLOBAL MACROECONOMIC OVERVIEW
SPEAKER
Rodolfo
Mitchell
Economist
MODERATOR
Andrew
Cuellar
Independent Advisor
SPEAKER
Alejandra
Marcos
Director of Analysis and Strategy
Kapital Financial Group
SPEAKER
Marina
Valentini
Global Market Strategist
J.P. Morgan Asset Management
Closing Keynote Presentation - Day 1
Smart Growth: Building Scalable Companies from the Perspective of the Entrepreneur, the Investor, and the Family Office
SPEAKER
Rodolfo Junco
De la Vega
Board Member
Reforma Group
SPEAKER
Charles
Elmann
Executive VP
Allux
SPEAKER
Simon
Cohen
President
Henco Global
MODERATOR
Rafael
Tuachi
CEO
API FO
SPEAKER
Patricia
Armendariz
President & Founder of
fincluyente and Founder &
Former CEO of FINSUS
Opening Keynote Presentation - Day 2
Heritage Overview in Mexico
KEYNOTE SPEAKER
Jorge Gutiérrez
Strategy Director
Scotia Wealth Management
CDMX Family Office & Investors Summit 2026
Mexico City, Mexico
Black Bull brings to CDMX the most important private meeting of the year, bringing together business families, family offices, UHNWIs, investment funds and key players in the region.
This exclusive event is designed to strengthen relationships and delve deeper into crucial topics such as family structuring and alternative investments. Enjoy exceptional activities and benefits, such as 1-on-1 meetings, discussion sessions, high-caliber networking, and round tables. In addition, there will be exclusive spaces for business families and family offices, where they can mingle and share best practices. Don't miss the opportunity to be part of this elite gathering. Seating is limited. Register now and secure your spot!
Location:
Mexico City, Mexico
Live Aqua Mexico City Bosques de las Lomas is a luxury hotel that combines contemporary design, elegance, and a unique sensory experience. Located in one of the city's most exclusive areas, it offers the ideal setting for executive stays, high-level events, and moments of comfort, with top-notch cuisine and impeccable service.
BENEFITS
Elevator Pitch
We create an environment where entrepreneurs and investors can present their projects to a pre-qualified audience, ensuring that each pitch receives the attention it deserves. Our elevator pitch format is designed to be concise, impactful and focused on capturing the interest of potential investors.
Gold Sponsors
Our previous events
Round Tables - DAY 1
Alberto López
Co-Founder
Urbania Living
Jeffrey Sújar
Managing Partner & CEO
Urbania Living
TOPIC:
"Housing of the Future in Spain: Trends and Opportunities of New Living"
Fabián Delgado
Business Development Manager LATAM
Bitfinex
Jerónimo Ferrer
Business Development Manager LATAM
Bitfinex
TOPIC:
"The Digital Asset Liquidity Infrastructure"
Héctor Villarreal
Director de Desarrollo
Grupo Posadas
TOPIC:
"Hospitality as an asset class: opportunities, structures and
long-term value creation"
Jose Antonio Herrera
Partner
Hinshaw & Culbertson LLP
TOPIC:
"The architecture behind successful investments in the USA: jurisdictions, vehicles and asset protection strategies"
Karol Gallardo
Tax Partner
Mavens
Teresa Martin
Family Business Partner
Mavens
TOPIC:
"Governance, continuity and efficiency in multi-jurisdictional business families"
Kenneth Blattenbauer
CEO
Kingstone Financial
TOPIC:
"Asset Protection Strategies for Generational Wealth Transfer in Times of Volatility"
Raúl Valenzuela
Founder & CEO
RVH Financial Planning
TOPIC:
"Investment Governance:
best practices for committees
family investment"
Robyn Mccallum
Art and Collectibles Wealth Management Director
Scotia Wealth Management
TOPIC:
"Leveraging Art and Other Collectibles"
Round Tables - DAY 2
Leonard Chinchay
Founder
Asset Funding Capital
TOPIC:
"Capital, Luxury and Exclusivity: Investment Opportunities in Branded Residences"
Maaike Doyer
Founder & Managing Partner
Epic Angels
TOPIC:
"Women as Catalysts in
the Future of Investment"
Karol Gallardo
Tax Partner
Mavens
Teresa Martin
Family Business Partner
Mavens
TOPIC:
"Jurisdiction, wealth and international tax strategy"
José Luis
Fábrega Campbell
Portfolio Manager
Katch Investment Group
TOPIC:
"Diversification beyond traditional markets: Private debt, alternative credit and new performance strategies"
Heriberto Garza
Partner
Santamarina + Steta
TOPIC:
"Wealth protection without hindering growth: how high-level investors balance risk and opportunity"
Some of our speakers and guests
"To respect the privacy of our guests, we do not disclose names or photographs of participating family offices or business families without their explicit consent. We sincerely appreciate your understanding." Feel free to contact us if you have any questions.
Juan Carlos Martin
Founding Partner @ Galleon Capital | Chapter Head Mexico @ CAIA Latin America Chapter
Hugo Petricioli
President of the Board, CEO of FTAM Mexico and Head of Mexico & Central America. Franklin Templeton
Carlos Manuel Corral
Founding Partner
Brand Atlas
Anuar Estefan
Senior Counsel
Chamberlain Hrdlic
André Sica
VP Investor Relations
Galium Capital
Gerardo Biagi
Partner
Linzor Capital Partners
Francisco José
Sarti Pérez
Managing Director |
Head of Investments
IAL Infrastructure Fund
Daniela Maytorena
Director
Consejo de familia
Diego Serebrisky
Co Founder & Managing Partner Dalus Capital
Daniel Lorenzen
Family Member
LOMA Desarrollos
Juan Diego Velazco
Co-PM Private Credit
Vinci Compass
Edmundo Recio
Head of Family Office
Berel
Jaime Cater
Founding President
EDI, ediAI
Ricardo Romero
Vice President
Winterbotham Group
Jose Antonio Herrera
Partner
Hinshaw & Culbertson LLP
Lisandro Videla
Director Capital Markets
Point One Holdings
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Michael Devlyn
Board member
Grupo Devlyn
Gerardo Colosio
Partner and COO
MIP
Emilio Illanes
Leader in practice
corporate governance
Tantum Consulting
Roberto Terrazas
Managing Partner
Bocel Private Equity
Sebastián González
Investments Director - Thor Urbana / President - Harvard Club of Mexico
Felipe R. Alonso
Managing Director
Gramercy
Arturo Sánchez Torres
Chief Investment Officer
Signature Capital
Carlos Bravo
Chief Information Security Officer SPIN
Karol Gallardo
Tax Partner
Mavens
Leonard Chinchay
Founder
Assets Funding Capital
Jose Luis Arrieta
Managing Director
Value Advisors Group
Rodrigo Roman Pastor
CIO
NSC Asesores
Teresa Martin
Family Business Partner
Mavens
Daniela Delgado
Investor Relations Director
Amexcap
Olaya Jordan
Executive Director -
Investment Advisor
Bellecapital International AG
Rodrigo Suarez
Co-Founder and CEO
of Latin America
HASTA Capital
Arturo Saval
Chairman
Nexxus Capital & Nexxus Iberia
Adolfo Ruiz
Director of Alternative Investments
ALFI Capital
Guillermo Franco
Cyber, Data and
Tech Risk Director
PwC
Heriberto Garza
Partner
Santamarina y Steta
Francisco Covarrubias
Partner
The Find Capital
Andrés Echevarría
Chairman
Vivanco & Vivanco
Angie Soto
Manager Director
Nx Buena Energía
Leon Harari
CEO
Axxets Wealth Management
Fernanda Marquez
Founder
Pant3ra
Giovanni D´Agostino
President - Mexico, Regional Managing Director - Latin America
Newmark
Juan Carlos Pérez
Managing Director
Markets IQ Financial Technologies
Our Numbers
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and entry costs
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Black Bull Martz Group LLC
In the USA: 24A Trolley Square 1456, Wilmington, DE 19806
In Mexico City: Edgar Allan Poe Street #85B, Suite 156, Polanco V Section, Miguel Hidalgo, CP 11560
informacion@blackbullinvestors.com
Whatsapp: +52 55 8372 6079