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WEALTH & INVESTMENT FORUM 2026
BESTSELLING AUTHORS
WEALTH MANAGEMENT EXPERTS
GLOBAL INVESTMENT STRATEGISTS
LEADING ECONOMISTS
ASSET MANAGERS & INSTITUTIONAL INVESTORS
BESTSELLING AUTHORS
WEALTH MANAGEMENT EXPERTS
GLOBAL INVESTMENT STRATEGISTS
LEADING ECONOMISTS
ASSET MANAGERS & INSTITUTIONAL INVESTORS
FORUM
ABOUT THE PLATFORM
Build Wealth. Protect. Invest for the Long Term.
Wealth & Investment Forum is a curated platform dedicated to the decisions that follow wealth creation – connecting international expertise with the realities of building, allocating and protecting capital over time.
Build – understand how value and wealth are created in a changing environment
Protect – recognise economic, geographic, portfolio and behavioral risks
Invest – allocate and own capital with a long-term perspective.
AGENDA
08:00 – 09:00 – REGISTRATION & WELCOME COFFEE
09:00 – 09:10 – Opening remarks – Martin Sandbu, European Economics Commentator at Financial Times
09:10 – 09:20 – Welcome speech – Mihail Ion, Vice President, Retail, Raiffeisen Bank Romania
09:20 – 10:05 – Keynote speech – The State of the World – Lord Jim O’Niell, Chair of Northern Gritstone & Member of the House of Lords
10:05 – 10:45 – Keynote speech – Wealth architecture. A Romanian Perspective – Mihail Ion, Vice President, Retail, Raiffeisen Bank Romania
10:45 – 11:15 – Keynote speech – Economic Shifts, Investment Opportunities and the Future of Wealth in a Changing Europe – Martin Sandbu, European Economics Commentator at Financial Times
11:15 – 11:45 – COFFEE BREAK
11:45 – 12:30 – Keynote speech – The Do’s and Don’ts of Investing – Aim for the STARS – Javier Estrada, Professor of Finance at IESE Business School in Barcelona
12:30 – 13:15 – Keynote speech – Resilient Portfolios in an Erratic Age – Merryn Sommerset Webb, Senior Columnist, Bloomberg Opinion
13:15 – 14:00 – Keynote speech – The Psychology of Money – Morgan Housel, New York Times bestselling author
14:00 – 15:00 – NETWORKING & BUFFET
COUNTDOWN
Countdown Until the Event. Register Now
Why You Should Join the Event
THE OPPORTUNITY
The forum is designed as a platform for:
- Interpreting structural change
- Identifying credible long-term growth signals
- Challenging portfolio assumptions
- Improving long-term decision-making
WHY IT MATTERS
What we offer:
- One coherent journey from economic context to opportunity, allocation and behavior
- A curated environment for people who create, own, allocate, manage or advise capital
- International authority connected to Romania's current capital realities
AUDIENCE
- Established Professionals & Business Leaders: entrepreneurs, business owners, board members, C-level and executive managers
- Investors, Capital Owners & Allocators: active investors, business angels, capital-market and real-estate investors, family-business successors, Private Equity, Venture Capital and fund representatives
- Financial & Advisory Ecosystem: wealth managers, private bankers, asset managers, analysts, brokers, consultants, fund administrators, insurance and pension specialists
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Available only Tuesday, October 13
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From 9:00 AM to 6:00 PM
€350 + VAT booking rate
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Until October 15, 2026
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10% for 2-5 tickets
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15% for 6-10 tickets
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20% for 11-20 tickets









