2021-10-25T00:00:00-0400

2021-10-26T00:00:00-0400

8th Annual Private Wealth Latin America & the Caribbean Forum Miami | October 25-26, 2021 Request Agenda


The 8th Annual Private Wealth Latin America and the Caribbean Forum in Miami is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the US, Latin America and the Caribbean.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

KEYNOTE SPEAKERS

Thomas Peterffy, Founder and Chairman, Interactive Brokers

Thomas Peterffy is the chairman and founder of Interactive Brokers Group, Inc. a global electronic brokerage firm with a market capitalization of over $19.5 billion.

In 1977, after purchasing a seat on the American Stock Exchange and trading as an individual marker maker in equity options, Mr. Peterffy was among the first to apply a computerized mathematical model that would disseminate continuous bid and offer prices. Five years later, Mr. Peterffy built and ran an automated trading system for equity options and, in 1983, he was the first to develop a tablet computer for use by his employees trading on exchange floors.

Today, Interactive Brokers is one of the largest publicly-traded electronic broker, as measured by DARTs, providing direct access trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds and funds on over 135 trading venues in 31 countries and 23 currencies.


Orlando Bravo, Founder and Managing Partner, Thoma Bravo

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation, and performance. Orlando has overseen over 300 software acquisitions conducted by the firm, representing more than $85 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009.

He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. Orlando directs the organization’s various programs and initiatives to promote entrepreneurship, community-based leadership and economic development in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico.


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.


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REQUEST AGENDA

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Key Discussion Topics

Opening Bell - Asset Allocation and Macro-Economic Outlook for the Next 12 Months 
How can private clients and wealthy families navigate the markets post-Covid-19? 

Fixed Income Realistic Expectations and Ways to Enhance Returns 
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. Where are the risks and opportunities?

Global and Local Equities and Their Impact on Portfolios 

How do advisors navigate slow revenue growth to alleviate the pressure on the equities market? Are we headed for a market correction or do our panelists anticipate more of the same in 2022? 

How to Best Take Advantage of Opportunistic Alternative Investments 
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.

Practical Steps Towards ESG, SRI, and Impact Investing Integration 
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process. 

Asset Allocation: Family Offices Views 
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives. 

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REGISTRATION

ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird 1,300 06/11/21
Level 1 1,600 07/16/21
Level 2 1,900 08/20/21
Level 3 2,200 09/03/21
Level 4 2,500 10/26/21

VENUE


JW Marriott Miami
1109 Brickell Ave
Miami, FL
33131
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]