ALFI Roadshow to Madrid
Europe’s leading fund hub on tour
José Ramón PUENTE has an academic background in schools in Italy, US and Spain.
He holds a law degree issued by San Pablo University (Madrid) and a master in Economic & Finance by the Luxembourg School of Finance (LSF).
Professional Parcours:
- Assicurazioni Generali (Trieste, Italy), 1993 – 1994: Re-insurance of General Aviation Risks
- KPMG Legal & Tax Spain (Madrid, Spain), 1995 - 2000: Manager of French and Italian Desk
- CA Indosuez Wealth Luxembourg, 2000 – 2013:
- Head of Global Structuring of Southern Europe: 2000 - 2008
- Head of Private Banking Iberian Desk: 2008 - 2013
- CA Indosuez Wealth Spain, 2013 – Present:
- Commercial Manager: 2013 – 2017
- Director of Global Structuring: 2017 – Present
- Professor of Tax & Alternative Assets in ISDE (Instituto Superior de Derecho y Economía)
Speaking at
Are you losing sleep over pressing industry concerns? ALFI offers a dynamic solution in the form of rapid-fire executive briefings that resemble the efficiency of speed dating. Our briefings are designed to address the questions that keep you awake at night, delivering essential insights on pivotal industry topics. These sessions delve into regulatory nuances and hard-hitting business facts while analysing their direct impact on the business models and value chains of asset managers, management companies, and their products. Our format is crisp and to the point, with a total of 3 briefings, each lasting just 6 minutes, interspersed with engaging Q&A sessions to ensure all your queries are met.
- Luxembourg, a leading hub for private debt funds: Bárbara González, Linklaters
- Active vs. passive ETFs: A market overview: Florent Denys, Arendt & Medernach
- Private banking and funds for HNWIs: José Ramón Puente, CA Indosuez Wealth
Senior Business Developer & Relationship Manager
Counsel
Counsel
Global Structuring Director