The 8th Annual 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 8th year, we will look to take conversations deeper and raise the level of our previous forum’s discussions.
- A two-day summit providing updated peer education on asset allocation, wealth management asset protection, succession planning, private client management, offshore structuring, tax, trust and estate planning.
- More than 400 attendees including experts on the private client landscape from around Latin America and the Caribbean, with more than 30 countries represented, including more than 100 members of a world class speaker faculty.
- An event structured around high level content and more than ten hours of targeted networking sessions.
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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PAST KEYNOTE SPEAKERS
 | Thomas Peterffy, Founder and Chairman, Interactive Brokers Thomas Peterffy is a Hungarian-born American billionaire businessman. He is the founder, chairman, and the largest shareholder of Interactive Brokers. Interactive Brokers Group, Inc. is an online discount brokerage firm in the United States. The company traces its origin to 1977 when Peterffy bought a seat on the American Stock Exchange as an individual market maker, and formed T.P. & Co. the following year. IB consists of many subsidiaries operating on most major stock, futures, bonds, forex, and options exchanges worldwide. Barron's Magazine stated in 2009 that Interactive Brokers maintains a position as "the least expensive trading venue for investors", and continued to be ranked by Barron's as the lowest cost broker as well as the Best Online Broker in 2019. |
 | 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. |
PAST 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
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?
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org 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 | 06/24/20 |
| Level 1 | 1,600 | 07/22/20 |
| Level 2 | 1,900 | 08/19/20 |
| Level 3 | 2,200 | 09/23/20 |
| Level 4 | 2,500 | 10/28/20 |
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