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.
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.
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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. |
SPEAKERS
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
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
Karim Aryeh Chief Investment Officer Lloyd Crescendo Advisors
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)
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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
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
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 |
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