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.

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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.


Lawrence Johnson, Chief Executive Officer, Fogo de Chao

Lawrence Johnson has served as our Chief Executive Officer since April 2007 and has been a member of our board of directors since 2012. Prior to that, Mr. Johnson was a partner at Baker McKenzie LLP, where he was employed since 1978. Mr. Johnson has a B.A. from Arizona State University and a J.D. from Southern Methodist University. Mr. Johnson also serves as a member of our board of directors. Based on his extensive industry and management experience, his tenure with our company and familiarity with us and his deep understanding of restaurant operations, Mr. Johnson is well-qualified to lead us and to serve on our board.


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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
United States 33131
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CONTACT

INVESTOR RELATIONS

Cassia Di Roberto

Program Manager / Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Brett Friedberg

Head of EMEA Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org