PRIVATE WEALTH LATIN AMERICA & THE CARIBBEAN FORUM

Miami, FL | October 20-21,2015

SPEAKERS

Douglas W. Evans Head of Investments Abbot Downing
 
Cara Williams Senior Partner, Investments Global Head of Wealth Management Mercer (U.K.)
 
Elliot Dornbusch Chief Executive Officer CV Advisors
 
Ross Belhomme Trust Manager Saffery Champness
 
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)
 
Ben Pace Partner & Chief Investment Officer HPM Partners (US)
 
Alfredo Monge President Grupo Monge
 
Patricia Rodriguez Hidalgo Head of Private Bank Grupo Financiero Improsa (Costa Rica)
 
Gloria Moreno Sub-Manager Banking Advisement Financial Banco Mercantil Santa Cruz (Bolivia)
 
Javier Alberto Soto President and Chief Executive Officer The Miami Foundation (US)
 
Mauricio Gruener Owner GFG Capital (US)
 
Christian Jagodzinski President Desdemona Capital (US)
 
Thomas Balcom Founder 1650 Wealth Management
 
Michael Blank Managing Director Andbank Miami (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

Access to more than ten hours of targeted networking sessions

Attend an event structured around high level content

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

Please be aware of frequent fraudulent attempts to reach our speakers and guests by "EHS Exhibitor Housing Services" this firm is claiming to represent ourselves and our hotel partners. Markets Group does NOT work with third party hotel vendors – if contacted by third party selling travel and hotel for this event please contact Markets Group directly.

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

Kilby Browne

Head of LatAm Private Wealth Group

+1 646-201-9408

kilby.browne@marketsgroup.org

Heriberto Acevedo

Sponsorship Sales Associate

+1 646-201-9578

Heriberto.Acevedo@marketsgroup.org

German Chavez

Sponsorship Sales Associate

+1 212-804-6220

German.Chavez@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
  • Pre-Event Registration: $1,400 by September 26, 2015
  • Standard Registration: $1,600 by September 26, 2015