TBA, Miami

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Event Date Tue Oct 25 ADT - Wed Oct 26 ADT (in 4 months)
In your timezone (EDT): Tue Oct 25 4:00pm - Wed Oct 26 4:00pm
Location TBA
Region Americas

The 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 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.


2021 Past Speakers

Timothy McCarthy
President - Caribbean Region, Holdun Family Office

Rocio Ortega
Partner, Senior Advisor, WE Family Offices

Elliot Dornbusch
Chief Executive Officer, CV Advisors

Fernando Beyruti
Chief Executive Officer, Itaú Private Bank international

Janaina Klichowski
Chief Investment Strategist, Banco do Brasil Private Bank

Luciano Telo
Chief Investment Officer, XP Advisory

Carlos Soto Raynal
Head of Wealth Planning, EFG Capital

Marco Guerra de Sa
Chief Investment Officer Americas, CA Indosuez

Cara Williams
Global Wealth Leader, Multinational Client Group, Mercer

Luis Arango
Head of Wealth Management, SunTrust Private Wealth Management

Lincoln Ellis
Head of Investment Strategy, Global Family Office, Northern Trust

Karim Aryeh
Chief Investment Officer, Lloyd Crescendo Advisors

James Loveday
Head of Asset Management, Credicorp Capital

Cliff Oberlin
Founder, Chairman and Chief Executive Officer, Oberlin Wealth Partners

Ricardo F. Nieto
Chief Investment Officer and Co-Founder, Aragon Capital

Marcelo Geyer Ehlers
Managing Partner, INEO

Victor Kuntzevitsky
Vice President, Investment & Portfolio Strategy, Northland Wealth Management

Luis Orvañanos Riveroll
Head of Wealth Management, Actinver (Mexico)