The 7th Annual Private Wealth Brazil Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Brazil based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Helio Magalhaes Chief Country Officer Citibank
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Ricardo Diniz Vice-Chairman Bank of America
Otavio de Magalhaes Coutinho Vieira Partner Taler
Fabio Passos Head of Asset Allocation CA Indosuez Wealth (Brazil)
Marcelo Vicentini Head of Tax Standard Chartered Bank (Brazil)
Pedro Romeiro Partner Carpa Patrimonial (Brazil)
Mauro Rached Head of Wealth Management BNP Paribas
Annalisa Dal Zotto Partner ParMais
Osmar Lima Head of Department, Privatization Brazilian National Development Bank
Marco Guerra de Sa Chief Investment Officer Americas CA Indosuez
Paulo Cocharki Head of Wealth Management UBS (Brazil)
Please note only corporate email addresses will be accepted only.
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Opening Bell: The Next 12 Months at a Glance
Top thinkers and leading investors in the private wealth space share their investment views about current asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
The Equity Equation: Evaluating Impact on Portfolios
The growth of the Latin American and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and answer other crucial questions.
Alternative Investments - Time to Shine
tlook for the next 12 months. With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
Impact, ESG, and Responsible Investing
ESG and impact investing opportunities and challenges continue to evolve on the global investor agenda. This panel will aim to answer several key questions.
Exploring Onshore vs. Offshore Jurisdiction Choices for Brazil
High-net-worth individuals should stay current on regulation, structuring, legislation, and services for wealth protection and tax efficient planning.
Fixed Income: Rising Trends Shaping Today's Landscape
Inflation is at its highest rate in four decades. Central Banks may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, in light of correlations between stocks and bonds.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
|Early Bird III||2,100||01/27/23|
|Pre-Event Registration I||2,400||02/17/23|
|Pre-Event Registration II||2,700||03/02/23|
|Early Bird I||1,500||11/18/23|
|Early Bird II||1,800||12/23/23|