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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

Asociația B-Leader

Speakers

Face convention center
FORUM

ABOUT THE PLATFORM

Lord JIM O’NEILL BRICS

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

Lord JIM O’NEILL BRICS

Countdown Until the Event. Register Now

Lord JIM O’NEILL BRICS

Why You Should Join
the Event

THE OPPORTUNITY
Wealth & Investment Forum is a premium conference bringing together +1,000 experienced entrepreneurs, CEOs and investors.

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
Our ambition is to become Romania’s trusted reference platform for the decisions that follow wealth creation, connecting international expertise with the realities of building, allocating and protecting capital over time.

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
    This forum is built for a curated audience facing high-stakes capital decisions:
    • 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

      Lord JIM O’NEILL BRICS

      Event Pass & Tickets

      FLASH SALES HOURS - SPECIAL CONFERENCE PASS
      € 30 + VAT*
      /person
      Special Conference Full Pass
      • Available only Tuesday, October 13
      • From 9:00 AM to 6:00 PM
      CONFERENCE FULL PASS
      € 100 + VAT*
      /person
      *Discounted from:
      €350 + VAT booking rate
      • Until October 15, 2026




      CORPORATE TEAM PASS
      SPECIAL DISCOUNTS
      Volume discounts on top of period booking rates
      • 10% for 2-5 tickets
      • 15% for 6-10 tickets
      • 20% for 11-20 tickets
      Lord JIM O’NEILL BRICS

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