PRIVATE WEALTH LATIN AMERICA & THE CARIBBEAN FORUM

Miami, FL - October 20-21,2015

PAST SPEAKERS

Douglas W. Evans Head of Investments Abbot Downing
Cara Williams Senior Partner, Investments Global Head of Wealth Management Mercer
Elliot Dornbusch Chief Executive Officer CV Advisors
Ross Belhomme Trust Manager Saffery Champness
Ben Pace Partner & Chief Investment Officer HPM Partners (US)
Paulo Sotero Director Wilson Center Brazil Institute (US)
Daniel de Fernando Managing Partner MDF Family Partners (Spain)
Brendan Holt Dunn Chief Executive Officer Holdun Family Office (Bahamas)
Diego Pivoz Head of Wealth Planning - Latin America HSBC Private Bank
The Hon. L. Ryan Pinder, M.P. Minister of Financial Services Government of the Bahamas
Ernest Dawal Chief Investment Officer SunTrust Banks & GenSpring Family Offices
George P. Bush Political Activist, Entrepreneur & Public Servant #N/A
Sam Zell Chairman Equity Group Investments
Neel Mukherjee Director-- Chief Investment Officer Merril Lynch Wealth Management (US)
Duane Hughes Managing Director and Chief Operating Officer, International Wealth Management Morgan Stanley Wealth Management (US)

REQUEST AGENDA

Our event team will be sending you the agenda momentarily.

Key Discussion Topics Include:

  • The event will provide updated education on asset allocation and asset protection learn how local and regional clients are growing their assets and protecting their wealth.
  • Offshore structuring, tax, trust and estate planning. Learn about the latest regulations.
  • Philanthropy. Learn what are the Emerging Trends in Latin American/Caribbean Philanthropy.

OVERVIEW

The Private Wealth Latin America & The Caribbean Forum is a pan-regional wealth management, wealth planning and investment management international meeting for private banks, HNWIs, wealth managers, and family offices. The Forum brings together 600+ industry leaders from Latin American and Caribbean Private Wealth Management field for a two day conference discussing strategies to protect, preserve and grow wealth.

WHY ATTEND

Attend an event structured around high level content

Access to more than ten hours of targeted networking sessions

Meet with 500+ attendees including experts on private client landscape from around Latin America & the Caribbean, over 30 countries represented.

VENUE

JW Marriott Miami

1109 Brickell Avenue

Miami, FL

United States


(305) 329-3500

www.marriott.com

CONTACT

INVESTOR RELATIONS

Maria Tatis

Production Associate

+1 646-202-9436

Maria.Tatis@marketsgroup.org

MARKETING

Cassia Di Roberto

Marketing Associate

+1 646-202-1493

cassia.diroberto@marketsgroup.org

REGISTRATION SUPPORT

Erick Cruz

Delegate Sales Associate

+1 347-308-7787

erick.cruz@marketsgroup.org

SPONSORSHIP

German Chavez

Sponsorship Sales Associate

+1 212-804-6220

German.Chavez@marketsgroup.org

Heriberto Acevedo

Sponsorship Sales Associate

+1 646-201-9578

Heriberto.Acevedo@marketsgroup.org

Kilby Browne

Head of LatAm Private Wealth Group

+1 646-201-9408

kilby.browne@marketsgroup.org

PAST SPONSORS

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

MEDIA & INSTITUTIONAL PARTNERS

 
 
 
 
 
 

REGISTER

  • Super Early Bird: $750 by May 30, 2015
  • Early Bird I: $1,000 by June 27, 2015
  • Early Bird II: $1,250 by July 31, 2015
  • Standard Registration: $1,600 by September 26, 2015
  • Pre-Event Registration: $1,400 by September 26, 2015