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
KEYNOTE SPEAKERS
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Vicente Fox, Former President of Mexico, (2000-2006) Vicente Fox Quesada was born on July 2, 1942. He grew up at Rancho San Cristobal in Guanajuato, a communal land, where the only difference between him and his childhood friends were the opportunities he had. He always remembers from his childhood that one of the harms that can be avoided in our country is poverty. He studied Business Administration at the Universidad Iberoamericana, and later he received a Top Management Diploma from the Harvard Business School. In 1964 he joined the Coca-Cola Company in Mexico and started from the bottom; through his perseverance he became President of the company for Mexico and Latin America. He served as President of Mexico from 2000 to 2006. He was the first candidate from an opposition party to be elected president. Nowadays, he is actively involved on encouraging leadership and creating opportunities for the less favored people through his organization named Centro Fox. |
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Luis Fortuño, Former Governor of Puerto Rico, (2009-2013) Former Governor of Puerto Rico Luis G. Fortuño represents investment funds and Fortune 500 companies in regulatory, public policy, public-private partnership (P3) and project finance, finance, and other corporate matters in the United States and throughout Latin America. Clients benefit from Luis's ability to combine practical, business-savvy advice with an understanding of how legislative and regulatory policy can affect their business operations. His 12 years of government service includes serving as Puerto Rico’s governor and as its sole representative in the US House of Representatives. |
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Sandro Salsano, President, Salsano Group Sandro Salsano is an Italian born self-made entrepreneur, businessman, investor and philanthropist. He is President of Salsano Group, a private conglomerate investing in global real estate, private equity and technology. He is Chairman of Salsano Family Office and Chairman of Salsano Shahani Foundation, improving kids education in Latin America. Named by Forbes the Warren Buffett of Central America, nominated by World Economic Forum as Young Global Leader. Chairman of Global Dignity and Academy of Global Teacher Prize. Sandro graduated from Bocconi University Milan with full grades with an MBA program from the University of San Diego California, he also studied at Harvard Business School, INCAE, Princeton and Oxford University. |
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Ricky Watters, NFL All-Pro Super Bowl Champ, Health & Wellness Ambassador Richard James Watters (born April 7, 1969) is an American former professional football player who was a running back for the San Francisco 49ers, Philadelphia Eagles, and Seattle Seahawks of the National Football League (NFL). Watters played college football for the Notre Dame Fighting Irish, where he played wide receiver on the school's 1988 national champion team. He also won Super Bowl XXIX as a member of the 1994 49ers over the San Diego Chargers. Watters was known throughout his playing career for his outstanding receiving skills and his unique high-step running style, which earned him the nickname Ricky "Running" Watters, from ESPN sportscaster Chris Berman. |
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Shawne Merriman, Founder, LightsOutXF Shawne “Lights Out” Merriman has built a powerful brand as a professional athlete, entrepreneur, entertainment/sports host, and philanthropist. A first round draft pick for the San Diego Chargers in 2005, Shawne was named Defensive Rookie of the Year in the NFL. Shawne is the founder and CEO of Lights Out Brand, his athletic performance line and his real estate and development projects in San Diego include a multi-million dollar real estate development. Shawne also co-founded Lights Out Xtreme Fighting (LXF)—MMA events focused on developing the next great stars of MMA. |
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Keynote Moderator: Zack Ellison, Managing Partner & Chief Investment Officer, A.R.I. Venture Debt Opportunities Fund A.R.I. is a venture debt investment manager that provides growth capital to the fastest growing VC-backed companies in recession resistant sectors and underserved regions in North America. As Managing General Partner and CIO, Zack Ellison leads the firm’s management and investment activities, including sourcing, due diligence, structuring and execution, and portfolio management. Previously, Mr. Ellison worked in banking, trading, and fixed income investing roles at Scotia Bank, Deutsche Bank, and Sun Life, among others. He holds an MBA from Chicago Booth, MS from NYU Stern, CFA, and CAIA. |
SPEAKERS
Elliot Dornbusch Chief Executive Officer CV Advisors
Brett Orvieto Managing Partner Dakota Wealth Management
Sylvia Benito Chief Investment Officer ASK Family Office
Dylan Kremer Co-Chief Investment Officer Certuity
Candice Beaumont Chief Investment Officer L Investments
Luis Arango Head of International Wealth Management Truist Wealth
Cristina Campabadal Founder CCS Finanzas
Alexandre Arruda Camargo Silva Chief Investment Officer Finaccess Advisors
Jorge Amato Head of Investment Strategy for Latin America Citi Private Bank
Michael Furla Managing Director, Head of Fixed Income The Mather Group
Luiz Felipe Andrade Partner PRAGMA
Catherine Lapadula Managing Director UBS
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted only.
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 |
