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2017-10-17T00:00:00-0400

2017-10-18T00:00:00-0400


PRIVATE WEALTH LATIN AMERICA & THE CARIBBEAN FORUM MIAMI, FL | OCTOBER 17-18,
2017 REQUEST AGENDA

PRIVATE WEALTH LATIN AMERICA & THE CARIBBEAN FORUM
 * OVERVIEW
 * SPEAKERS
 * SPONSORS
 * AGENDA
 * VENUE
 * CONTACT
 * REQUEST AGENDA








The Private Wealth Latin America & the Caribbean Forum is a pan-regional wealth
management, wealth planning and international investment management meeting for
private banks, HNWIs, wealth managers and family offices. The Forum brings
together 400+ industry leaders from the Latin America and Caribbean private
wealth management field for a two-day conference discussing strategies to
protect, preserve and grow wealth.

CLICK HERE TO BOOK YOUR ROOM AT THE JW MARRIOTT MIAMI WITH OUR SPECIAL GROUP
RATE.






SPEAKERS

Jack Ablin Chief Investment Officer BMO Private Bank

Paulo Vieira da Cunha Founding Partner Verbank Holdings



Catherine Lapadula Managing Director UBS



Cara Williams Senior Partner, Investments Global Head of Wealth Management
Mercer (U.K.)




Alfonso Montero Dasso Chief Investment Officer Credicorp Capital

Michael Blank Managing Director Andbank Miami (US)





Carlos Ribeiro Peixoto Partner, Chief Investment Officer Brainvest

Jorge Usandivaras Founding Partner Verbank Holdings




Kevin Burrows Chief Investment Officer Adi Dassler International Family Office



Aryam Vázquez Senior Global Macro Strategist Gen Spring Family Offices



James Loveday Head of Wealth Management Credicorp Capital

Antonio Ferraz Chief Investment Officer Arbitral






Maria Elena Olmos Vinces Chief Financial Officer Gestora del Pacifico

Diego Pivoz Head of Wealth Planning - Latin America HSBC Private Bank (US)



Andrea Santos-Morales Head of Wealth Planning International Americas UBS



Don Stubbs Director of International Wealth Structuring Scotia Wealth Management




Elliot Dornbusch Chief Executive Officer CV Advisors

Ernesto Villarini-Baquero Managing Director Colsultiva Internacional






LEAD SPONSORS




SPONSORS




MEDIA & INSTITUTIONAL PARTNERS





REQUEST AGENDA

First Name *
Last Name *
Email *
Phone *
Title *
Company *
Company Type * -- Please select company type Hedge funds Private equity fund
Placement agent Investment bank Immigration Rating agency Energy / infra /
construction Jurisdiction Consultant Offshore services Law firm Audit
Hospitality / developer / commercial services Technology Fund administrator Real
estate Asset manager Insurance Other
Yes, I'd like to view the agenda.



KEY DISCUSSION TOPICS

Updated Education on asset allocation and asset protection
Learn how local and regional clients are growing their assets and protecting
their wealth.

Offshore Structuring, tax, trust and estate planning
Learn about the latest regulations.

Impact investing
Learn about the emerging trends in Latin America and the Caribbean.

Alternative Investments
Private equity, hedge funds, real estate, commodities, and esoteric asset
classes all hold appeal for wealthy families. How do we demystify allocations
outside the traditional markets?

Family Governance
How can effective governance structures face the challenges of family, business,
financial and legacy continuity in order to sustain and preserve wealth for
generations to come?


PRICING

Super Early Bird $750 05/26/17 Early Bird $1,000 06/30/17 Early Bird II $1,250
07/28/17 Standard Registration $1,400 08/25/17 Pre Event Registration $1,600
09/29/17 Event Registration $1,850 10/18/17

REGISTER NOW



VENUE

JW Marriott Miami
1109 Brickell Avenue

Miami, FL
United States

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JW Marriott Miami
1109 Brickell Avenue
Miami, FL
United States 33131
CLICK FOR DISCOUNTED HOTEL ROOMS

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CONTACT

INVESTOR RELATIONS

CASSIA DI ROBERTO

Program Manager / Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

MARKETING

KARISHNA PEREZ

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

BRETT FRIEDBERG

Head of EMEA Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org





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