The Private Wealth Latin America and the Caribbean Forum in Miami is the leading meeting for family offices, wealth managers, RIAs, private banks and asset managers in the region and one of the flagship meetings of our private wealth series. In our 7th year, we will look to take conversations deeper and raise the level on our previous forum’s discussions.
We have put together the forum to address the needs of family members, family offices and industry leading intermediaries and will continue to strive to provide the most updated intelligence on private wealth management in Latin America.
Francis X. Suarez, Mayor to the City of Miami
Francis X. Suarez serves the City of Miami as Mayor, 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. Com-missioner Suarez graduated from Florida International University. 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.
Luis G. Fortuño, 10th Governor, Commonwealth of Puerto Rico (2009-2013)
Luis Guillermo Fortuño Burset is a Puerto Rican politician who served as the tenth Governor of the Commonwealth of Puerto Rico. Under Mr. Fortuño’s leadership as governor, Puerto Rico implemented the largest tax cut in the territory’s history, right-sized its government, reined in deficit spending, and developed new sources of government revenue. This resulted in a year and a half long period of economic growth, the only period of economic growth the island has experienced in the last decade. Additionally, Mr. Fortuño’s signature public-private partnerships law paved the way for two of the largest recent infrastructure investments in the US, one in Puerto Rico’s highway system and the island’s main inter-national airport. Other P3 transactions during his tenure included schools, energy projects and ferry services.
Currently. Mr. Fortuño is a partner in Steptoe's Washington office, where he is a member of the Corporate, Securities & Finance Group and the Government Affairs and Public Policy Group. He is also involved in Steptoe’s Latin American practice. In private practice, Mr. Fortuño has represented Fortune 500 companies in regulatory, financial, real estate, mergers and acquisitions, and other corporate matters throughout Latin America.
Anthony Scaramucci, Founder, Co-Managing Partner, SkyBridge Capital
Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hop-ping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category.
Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012.
Sandro Salsano, President and Chairman, Salsano Group
Sandro Salsano is a self made Italian born billionaire businessman and philanthropist. He was dubbed by Forbes the Warren Buffett of Central America on its cover in march 2019. He is President of Salsano Group, a private conglomerate investing in real estate, global private equity and technology. He is Chairman of Salsano Family Office and Trustee of Salsano Shahani Foundation. He is a graduate of Bocconi University and also studied at Oxford, Harvard and Princeton University. He was named Young Global Leader by the World Economic Forum. The same award was bestowed upon other successful and world renowned personalities including Mark Zuckerberg, Sergey Brin, Larry Page, Marissa Mayer, and Elon Musk, among others.
Gary R. Petersen, Managing Partner, Co-founder, EnCap Investments L.P.
Managing Partner and co-founder of EnCap Investments L.P., an investment manager and leading provider of private equity capital to the upstream and midstream sectors of the oil and gas industry. Prior to the formation of EnCap in 1988, Petersen was a Senior Vice President and Manager of the Corporate Finance Division of the Energy Banking group for Republic Bank Corporation from 1985 to 1988. His duties and responsibilities included mergers and acquisitions, financial advisory services, and institutional fundraising activities for the energy industry. Prior to his position at Republic Bank, Petersen was an executive vice president and a member of the board of directors of Nicklos Oil & Gas Company in Houston from 1979 to 1984. Previously, Petersen was a Group Vice President in the Petroleum and Minerals Division of Republic Bank Dallas, where he began his business career in 1972. He served from 1970 to 1971 in the U.S. Army in Washington D.C. as a First Lieutenant in the Finance Corps and as an Army officer in the Army Security Agency.
Petersen obtained his Master of Business Administration and Bachelor of Business Administration degrees in finance from Texas Tech University and has done postgraduate work at American University and the Stonier Graduate School of Banking at Rutgers University. Mr. Petersen serves on the board of multiple EnCap portfolio companies and is a member of the board of Plains All American, Inc. (NYSE: PAA). He is a member of the Independent Petroleum Association of America, the Houston Producers’ Forum and the Petroleum Club of Houston. He is also a member and past Chairman of Chapelwood United Methodist Church, past Chairman of Memorial Hermann Healthcare System Foundation Board and past Chairman of the Council on Alcohol & Drugs in Houston. Petersen is also a minority owner and limited partner of both the NFL team, Houston Texans, and the MLB team, Houston Astros. He resides in Houston, Texas and has four children.
Read our exclusive e-Book 20 Top Private Wealth Latin America Practitioners. Download e-Book NOW!
Timothy McCarthy President - Caribbean Region Holdun Family Office
Rocio Ortega Partner, Senior Advisor WE Family Offices
Elliot Dornbusch Chief Executive Officer CV Advisors
Fernando Beyruti Chief Executive Officer Itaú Private Bank international
Janaina Klichowski Chief Investment Strategist Banco do Brasil Private Bank
Luciano Telo Chief Investment Officer XP Advisory
Carlos Soto Raynal Head of Wealth Planning EFG Capital
Marco Guerra de Sa Chief Investment Officer Americas CA Indosuez
Cara Williams Global Wealth Leader, Multinational Client Group Mercer
Luis Arango Head of Wealth Management SunTrust Private Wealth Management
Jorge Amato Head of Investment Strategy for Latin America Citi Private Bank
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
James Loveday Head of Asset Management Credicorp Capital
Cliff Oberlin Founder, Chairman and Chief Executive Officer Oberlin Wealth Partners
Ricardo F. Nieto Chief Investment Officer and Co-Founder Aragon Capital
Marcelo Geyer Ehlers Managing Partner INEO
Victor Kuntzevitsky Vice President, Investment & Portfolio Strategy Northland Wealth Management
Luis Orvañanos Riveroll Head of Wealth Management Actinver (Mexico)
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.
Learn about the emerging trends in Latin America and the Caribbean.
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?
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?
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