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.
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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
PAST SPEAKERS
Elliot Dornbusch Chief Executive Officer CV Advisors
Brett Orvieto Managing Partner Dakota Wealth Management
Rocio Ortega Partner WE Family Offices
Sylvia Benito Chief Investment Officer ASK Family Office
Dylan Kremer Co-Chief Investment Officer Camden Capital
Luis Arango Head of International Wealth Management Truist Wealth
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
Janaina Klichowski Chief Investment Strategist Banco do Brasil Private Bank
Fernando Beyruti Chief Executive Officer Itaú Private Bank international
Catherine Lapadula Managing Director UBS
Jose Remy Partner, Investment Advisory Alvarium Investments
Timothy McCarthy President - Caribbean Region Holdun Family Office
Marco Guerra de Sa Chief Investment Officer Americas CA Indosuez
Luis Orvañanos Riveroll Head of Wealth Management Actinver (Mexico)
Carol Pepper Founder and Chief Executive Officer Pepper International LLC
LEAD SPONSORS
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
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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 |
