The 10th 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.
Click Here to Book your Hotel Stay with our Special Room Block Pricing!
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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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Thomas Peterffy, Chairman and Founder , 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 $30 billion. Mr. Peterffy has been at the forefront of applying computer technology to au-tomate trading and brokerage functions since soon after he emigrated from Hungary to the United States in 1965. 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 continu-ous 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. By 1986, Mr. Peterffy developed and employed a fully integrated, automated market making system for stocks, options and fu-tures. As this pioneering system extended around the globe, online brokerage functions were added. In 1993, Interac-tive Brokers was formed, using its global capacity for transaction processing to link up with the electronic exchanges that were starting up around the world. Today, Interactive Brokers seeks to stay at the forefront of automation and to remain the low-cost producer. It is the second 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, CFDs and funds on over 135 trading venues and 24 currencies around the world. |
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Michael Lee-Chin, Founder & Chairman, Portland Holdings Incorporated Michael Lee-Chin is the Chairman of Portland Holdings, a privately held investment company that manages public and private equity. Michael began his career as an investment advisor and is today one of Canada and Jamaica’s most successful investors. As a lifelong student of wealth creation, he has identified an investment philosophy and a common framework to create wealth for clients. His philosophy of Prosperitas Cum Caritate “Doing Well, by Doing Good” has resulted in extraordinary business success and inspiring philanthropic initiatives. Canadian Business and Forbes has named him as one of the richest people in Canada and one of the richest Jamaicans. Lee-Chin has made several large pledges and/or donations in Canada to Royal Ontario Museum in 2003, the Rotman School of Management at the University of Toronto, McMaster University and the Joseph Brant Hospital Foundation. |
SPEAKERS
Elliot Dornbusch Chief Executive Officer CV Advisors
Jorge Amato Head of Investment Strategy for Latin America Citi Private Bank
Luiz Felipe Andrade Partner PRAGMA
Paulo Leme Executive Chairman of the Global Asset Allocation Committee XP Private
Julie Neitzel Partner WE Family Offices
Ralph Davidson Chief Global Equity Strategist - Portfolio Manager BTG Pactual
Marcelo Aagesen Managing Director, Head of Global Markets and Investment Strategy Itaú Private Bank
Luciano Telo Chief Investment Officer, Latin America Credit Suisse Brasil
André Haui CEO and Managing Director Banco do Brasil Securities
Rosemary Sagar, CFA Chief Investment Officer Sagar Family Office
John Tassone Director, Investments FFT Wealth Management
Brett Orvieto Managing Partner Dakota Wealth Management
LEAD SPONSORS
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
REQUEST AGENDA
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Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.________________________________
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 I | 2,000 USD | 02/09/23 |
| Early Bird II | 2,400 USD | 04/13/23 |
| Early Bird III | 2,800 USD | 06/01/23 |
| Pre-Event Registration I | 3,200 USD | 07/13/23 |
| Pre-Event Registration II | 3,600 USD | 08/24/23 |
| Event Registration | 4,000 USD | 11/02/23 |
