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Conference

Private Wealth Latin America & The Caribbean Forum

25 - 26 Oct 2021 Add To Calendar
JW Marriott Miami, Miami, USA
About Followers 34 Reviews Exhibitors Photos Speakers 14 Travel Deals

"Focused international meeting for private banking, HNWIs, wealth management."
The 8th Annual Private Wealth Latin America and the Caribbean Forum in Miami is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the .. continue reading US, Latin America and the Caribbean. Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community. We have put together the forum to address the needs of family members, family offices and industry-leading intermediaries and will continue to strive to provide the most updated intelligence on private wealth management in Latin America. Today, Interactive Brokers is one of the 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 and funds on over 135 trading venues in 31 countries and 23 currencies. 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?.


Timings

09:00 AM-06:00 PM (expected)
Not Verified

Entry Fees

Paid Ticket Check Official Website

Participants

500 - 1000
Delegates
Based on previous editions

Category & Type

Conference
Education & Training
Banking & Finance

Editions

25 - 26 Oct 2021 Interested
28 - 29 Oct 2020
22 - 23 Oct 2019
16 - 17 Oct 2018
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Frequency Annual

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USA 120 Total Events / 57 Upcoming Events 50+ Followers
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User Community [ Users who have shown interest for this Event ]

Richardson

Richardson

Owner at Diner services

Miami, United States
AMIN LOVERT MOMO

AMIN LOVERT MOMO

NETWORKER at ALLIANCE IN MOTION GLOBAL

Yaounde, Cameroon
naomie muzeau

naomie muzeau

Manager at Na

Miramar, United States
Christopher J George

Christopher J George

CEO at Made in Britain

London, United Kingdom
Lorena Marani

Lorena Marani

Business Development LATAM at The Economist Intelligence Unit

Miami, United States
Jorge Brito

Jorge Brito

New York, United States
Anurag Tyagi

Anurag Tyagi

Sales Director at Ntt Data

Jersey City, United States

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Speakers (past edition)

Speaker
George P. Bush

George P. Bush

Texas Land Commissioner at St. Augustine Partners, LLC, ... Washington DC, United States
Speaker
Alejandro Santos

Alejandro Santos

US Head of Global Wealth Solutions at Itau United States
Speaker
Ernesto De La Fe

Ernesto De La Fe

managing director at Morgan Stanley United States
Speaker
Ernest Dawal

Ernest Dawal

Chief Investment Officer at SunTrust Bank, ... Washington DC, United States
Speaker
Diego Pivoz

Diego Pivoz

Head of Wealth Planning - Latin America at HSBC Private Bank Florida City, United States
Speaker
Daniel De Fernando

Daniel De Fernando

Managing Partner at MdFAchievers Spain
Speaker
Grégoire Balasko Orélio, CFA

Grégoire Balasko Orélio, CFA

Managing Partner at PBA Capital Brazil
25.762634 -80.191398

Venue Map & Directions

map of JW Marriott Miami

JW Marriott Miami

1109 Brickell Ave Miami FL 33131
USA

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