9th Annual Private Wealth Latin America & the Caribbean Forum Miami | November 2-3, 2022 Request Agenda

The 9th Annual Private Wealth Latin America & the Caribbean Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector 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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

We're committed to the health and safety of all of our attendees.  At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guest

Click here to book your stay with our special hotel group rate!  

                        PAST 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.


James Rosebush, Founder and CEO, GrowthStrategy, Inc.

James Rosebush is a widely recognized leader in building and growing corporate, family office, and philanthropic organizations as well as serving as an advisor to families on the complex issues of wealth management. He recently published his third book and best-seller, WINNING YOUR AUDIENCE: Speak with The Authority of a President. This follows his bestseller TRUE REAGAN: What Made Ronald Reagan Great and Why It Matters, a rare insight into the fortieth president’s mysterious character as Rosebush discerned it from his years of working for him. Rosebush is a frequent public speaker before various audiences and the media on leadership, politics, philanthropy, and the Reagans. His weekly columns on leadership and public speaking appear on BusinessInsider.com and Real Leaders Magazine. He co-created Deal Ring, a platform to train investment managers to make the perfect pitch and compete successfully for investment dollars. He coaches business leaders to become impact speakers through www.impactspeakercoach.com

He is the founder and CEO of an international advisory firm, GrowthStrategy, Inc. focused on management strategies, finance, marketing, and communications, that result in measurable growth for Fortune 500 companies as well as startups. In 2018 he launched Intersection Impact Fund, following his life-long passion for impact investing and philanthropy.

At the request of President Bush, he established and was the first CEO of the Challenger Memorial Foundation, with forty-six space science education centers around the world. He served as the president and board member of the Fairfax County Education Foundation, Chief Executive of the Howe School—a leadership academy, as founder and CEO of The Technology Transforming Education Compact, and President of the Urban Monuments Foundation. He has served on the Board of and was finance committee chair for The Phillips Collection, America’s first museum of modern art, where he originated the Duncan Phillips Collectors Medal awarded to Leonard Lauder and David Rockefeller among other leaders in philanthropy and the arts. He was awarded a “Telly” for his documentary "Hands on the Wall” a Discovery Channel program on Thomas Jefferson’s building of Monticello. In The White House Mr. Rosebush was President Reagan’s “point man” on philanthropy and public-private partnerships. As a commissioned officer at The White House, he inaugurated and managed the President’s favorite domestic policy program, PRIVATE SECTOR INITIATIVES, designed to engender private sector solutions for public problems, a precursor of today’s social impact investing. 






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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. 



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.


Early Bird 1,500 02/18/22
Early Bird II 1,800 04/22/22
Pre-Event Registration I 2,100 06/10/22
Pre-Event Registration II 2,400 07/22/22
Pre-Event Registration III 2,700 09/02/22
Event Registration 3,000 11/02/22


JW Marriott Miami
1109 Brickell Ave
Miami, Florida


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

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