2017-10-17T00:00:00-0400

2017-10-18T00:00:00-0400

Private Wealth Latin America & the Caribbean Forum Miami, FL | October 17-18, 2017 Request Agenda


The Private Wealth Latin America & the Caribbean Forum is a pan-regional wealth management, wealth planning and international investment management meeting for private banks, HNWIs, wealth managers and family offices. The Forum brings together 400+ industry leaders from the Latin America and Caribbean private wealth management field for a two-day conference discussing strategies to protect, preserve and grow wealth.

KEYNOTE SPEAKERS

Dave Shula, Partner, Shula’s Steakhouse & Former NFL Head Coach

Dave Shula currently serves as Brand Ambassador Shula’s Steak Houses, Manager of Shula Sports in Miami Beach, Florida, and Manager of our affiliate Shula Burger in Ft. Lauderdale, Florida. Previously, Mr. Shula was President of Shula’s Steak Houses during which time, Shula’s Steak Houses grew from six locations to more than 30 locations in nine states. Additionally, Dave helped the parent company diversify the restaurant concepts available to customers and prospective franchise owners. A graduate of Dartmouth College, Mr. Shula began his professional life with the Baltimore Colts as a wide receiver and kick return specialist. He moved into the professional coaching ranks for the next fifteen years starting with the Miami Dolphins, then the Dallas Cowboys, and finally the Cincinnati Bengals. Mr. Shula was the Head Coach of the Bengals for four and a half years.


Andy Unanue, Managing Partner, AUA Private Equity Partners

Andy Unanue is the Managing Partner of AUA Private Equity Partners, and is a member of AUA Equity’s Investment Committee. Prior to establishing AUA Private Equity, Mr. Unanue he held various positions with Goya Foods, Inc., including Chief Operating Officer. Mr. Unanue currently serves on several corporate boards including: Goya Foods, Inc., Opt-Intelligence, Inc., TRUFOODS, LLC, VStar Entertainment, LLC, Raymundos Food Group, LLC, Tijuana Flats Restaurants, LLC, and Associated Foods Holdings, LLC. Additionally Mr. Unanue serves on Columbia Uni-versity Medical Center’s Board of Advisors, the University of Miami’s President Council and several not-for-profit boards including his family’s charitable foundation, The C&J Unanue Foundation, and the New America Alliance. Mr. Unanue received his M.B.A from the Thunderbird School of Global Management and his B.B.A. from the University of Miami.


Larry Johnson, Chief Executive Officer, Fogo de Chão

Larry Johnson is CEO of Fogo de Chão. He previously worked for international law firm Baker & McKenzie, LLP in Chicago and Rio de Janeiro, before eventually becoming a founding partner of the firm’s Dallas office. In 1996 Larry became Fogo de Chão’s Corporate Counsel, and was appointed CEO in 2007. Together with the founders, Larry created the corporate tax, immigration, and supplier structure necessary to build Fogo into a global company. Under his CEO leadership Fogo launched a successful IPO in 2015 and has grown from 11 restaurants in 2007 to 48 locations across four countries.


Francis X. Suarez, Commissioner for District 4, City of Miami

Francis X. Suarez serves the City of Miami as Commissioner for District 4, working diligently to raise the standards of the community where he was born and raised. He currently also serves as Vice-Chair of the Miami-Dade Transportation Planning Organization, tasked with approving federally required plans and transportation policies, and as President of the Miami-Dade County League of Cities.

The oldest of four siblings, Commissioner Suarez was born into a family where, as he describes, “being socially conscious was a kind of requirement.” Commissioner Suarez is dedicated to elevating the quality of life of the residents he serves by way of focusing on transportation and connectivity issues within the city and beyond, nurturing the growth of a tech-based economy in the area and, by extension, job creation and international opportunities with Latin America. His priorities also include affordable housing, tackling the poverty pandemic and, as a corollary, reducing crime.

Commissioner Suarez graduated from Florida International University where he majored in finance and graduated in the top ten percent of his class. He went on to law school at the University of Florida Frederic G. Levin College of Law, graduating cum laude. Prior to running for public office, Commissioner Suarez founded a successful real estate firm. He is also a practicing attorney with the law firm of Carlton Fields specializing in real-estate and corporate transactions.

Commissioner Suarez is married to Gloria M. Fonts. They have one child – Andrew Xavier – and consider themselves proud and blessed to be raising their family in the City of Miami.


REQUEST AGENDA

Key Discussion Topics

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.

Impact investing
Learn about the emerging trends in Latin America and the Caribbean.

Alternative Investments
Private equity, hedge funds, real estate, commodities, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?

Family Governance
How can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come?

PRICING

Super Early Bird $750 05/26/17
Early Bird $1,000 06/30/17
Early Bird II $1,250 07/28/17
Standard Registration $1,400 08/25/17
Pre Event Registration $1,600 09/29/17
Event Registration $1,850 10/18/17

VENUE


JW Marriott Miami
1109 Brickell Avenue
Miami, FL 33131

CONTACT

INVESTOR RELATIONS

Cassia Di Roberto

Program Manager / Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager/ Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Brett Friedberg

Head of EMEA Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

SPONSORSHIP

Tom Hind

Relationship Manager

+1 347-708-1640

Tom.Hind@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org