Private Wealth Latin America & The Caribbean Forum

"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?.

Speakers (past edition)

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George P. Bush

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

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Alejandro Santos

US Head of Global Wealth Solutions at Itau United States

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Ernesto De La Fe

managing director at Morgan Stanley United States

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Ernest Dawal

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

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Diego Pivoz

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

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Daniel De Fernando

Managing Partner at MdFAchievers Spain

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Grégoire Balasko Orélio, CFA

Managing Partner at PBA Capital Brazil

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