10th Annual Private Wealth Latin America & the Caribbean Forum 2023 | Markets Group | 1 November 2023 | JW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USA

This event 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.

2023 Speakers

Elliot Dornbusch
Chief Executive Officer, CV Advisors

Jorge Amato
Head of Investment Strategy for Latin America, Citi Private Bank

Luiz Felipe Andrade
Partner, PRAGMA

Paulo Leme
Executive Chairman of the Global Asset Allocation Committee, XP Private

Julie Neitzel
Partner, WE Family Offices

Ralph Davidson
Chief Global Equity Strategist - Portfolio Manager, BTG Pactual

Luciano Telo
Chief Investment Officer, Latin America, Credit Suisse Brasil

Niraj Patel
Chief Equity Strategist, Itaú Private Bank

André Haui
CEO and Managing Director, Banco do Brasil Securities

Rosemary Sagar, CFA
Chief Investment Officer, Sagar Family Office

John Tassone
Director, Investments, FFT Wealth Management

Brett Orvieto
Managing Partner, Dakota Wealth Management

Baylor Lancaster-Samuel
Chief Investment Officer, Amerant Investments

Manuel Garcia
Chief Wealth Management Officer, Skandia Colombia

Tom Ruggie
Founder, Chief Executive Officer, Destiny Family Office

Beth Cutler
Founder and President, Merritt Point Wealth Advisors

Ricardo Nieto
Chief Investment Officer, Co-Founder, Aragon Capital

Luis Arango
Head of International Wealth Management, Truist Wealth

2023 Sponsors

LEAD SPONSORS:
• MGG Investment Group

GOLDS SPONSORS:
• CanAm Enterprises
• Smead Capital Management
• Grubb
• GTIS Partners
• Henley & Partners

SPONSORS:
• BCP Global
• Brideford Trust Company
• Brookfield
• Hines
• KraneShares
• Select Equity
• US Global Investors

NETWORKING SPONSORS:
•Ascendo
• BVI Finance
• HBM Group
• Henley
• IMS
• Invest Barbados
• Inter Trust
• Lombard International
• Maples Group
• Principal
• Shafer Culllen
• Multifos Temenos
• Stepstone