Wealth & Investment Forum

As Institutional Partner, BEROCC is pleased to invite you to the Wealth & Investment Forum 2026, organized by B-Leader Association together with Doingbusiness.ro, powered by Raiffeisen Bank, taking place on October 22, 2026, at Face Convention Center Bucharest.

The forum is dedicated to those who want to learn from some of the world’s most highly regarded experts how to manage their available capital and invest for the long term.

Discussions about wealth management in Romania are still in their early stages and, more often than not, take place behind closed doors, among specialists and with specialists. There is a gap between “I have money / reserves / savings / assets” and “I have a clear strategy for managing them” — a gap that few people talk about.

At the Wealth & Investment Forum, our speakers will address essential questions:

• You have built a business, a career, a brand, or capital that works for you. Do you also have a clear strategy for managing them?
• Is my portfolio built for good times, or for whatever may come?
• Am I investing based on strategy or instinct?
• If tomorrow I am no longer active or in charge, will everything I have built continue to stand?

International speakers who have shaped the way the world talks about wealth, risk, and investing will come to Bucharest for the first time:

• Morgan Housel – Author of New York Times bestsellers including The Psychology of Money, Same As Ever, and The Art of Spending Money, with more than 12 million copies sold worldwide and translated into more than 60 languages
• Lord Jim O’Neill – Member of the UK House of Lords, creator of the BRIC acronym, former Commercial Secretary to the UK Treasury, and former Chairman of the Goldman Sachs Asset Management Division
• Merryn Somerset Webb – Senior Columnist at Bloomberg Opinion, founder of MoneyWeek, the UK’s best-selling personal finance magazine, and a non-executive director of leading investment funds, including Murray Income, Baillie Gifford, Shin Nippon, and BlackRock Throgmorton, as well as wealth management company Netwealth
• Javier Estrada – Professor of Finance at IESE Business School, specialist in wealth management, investing, and portfolio management, Partner and Financial Advisor at Sports Global Consulting Investments
• Martin Sandbu – European Economics Commentator at the Financial Times, author and expert in international economic policy, speaker and moderator of the forum

Joining them, Mihail Ion, Vice President, Retail and Board Member at Raiffeisen Bank Romania, will bring the local perspective on how to build a solid financial architecture.

Wealth & Investment Forum – powered by Raiffeisen Bank Romania – is a premium platform bringing together entrepreneurs and C-level executives, board members, managers and individuals with above-average incomes, investors, and professionals in wealth management, private banking, asset management, and financial advisory, in an environment dedicated to ideas and connections that will generate new business opportunities for a more secure future.

As a token of our appreciation for the BEROCC community, we would like to offer you:

• A Full Pass providing free access for 2 representatives of your company – top managers, business owners or board members, managers, and colleagues from the finance and investment departments – using the code BEROCC100-WIF
• An additional 25% discount off the price displayed on the event’s official website for other company representatives, clients, or partners, using the code BEROCC25-WIF

As the number of places is limited, the special codes for BEROCC members are valid until October 15.

We look forward to having you join us for the first edition of the Wealth & Investment Forum 2026.