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.
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
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
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.
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 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|