The 9th Annual Private Wealth Latin America & the Caribbean Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Latin American and Caribbean based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
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Advisory Board
Eduardo Arboleda, Founder, EVR Group
Dylan Kremer, Co-Chief Investment Officer, Camden Capital
Cristina Campabadal, Founder & CEO, CCS Finanzas
Sylvia Benito, Chief Investment Officer, ASK Family Office
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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 | 1,500 | 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 |
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