9th Annual Private Wealth Latin America & the Caribbean Forum 2022 | Markets Group | 2 November 2022 | JW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USA

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.

2022 Speakers

Elliot Dornbusch
Chief Executive Officer, CV Advisors

Brett Orvieto
Managing Partner, Dakota Wealth Management

Sylvia Benito
Chief Investment Officer, ASK Family Office

Dylan Kremer
Co-Chief Investment Officer, Camden Capital

Candice Beaumont
Chief Investment Officer, L Investments

Luis Arango
Head of International Wealth Management, Truist Wealth

Cristina Campabadal
Founder, CCS Finanzas

Alexandre Arruda Camargo Silva
Chief Investment Officer, Finaccess Advisors

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

Michael Furla
Managing Director, Head of Fixed Income, The Mather Group

Luiz Felipe Andrade
Partner, PRAGMA

Catherine Lapadula
Managing Director, UBS

2022 Sponsors

LEAD SPONSORS:
• Nevis Investment Promotion Agency
• MGG Investment Group

PLATINUM SPONSORS:
• Apex Capital Partners
• Houston Methodist
• Toesca Asset Management

GOLD SPONSORS:
• A.R.I. Venture Debt Opportunities Fund
• CONTI Capital
• Global X by Mirae Asset
• NN Investment Partners
• Parkview Financial
• Smead Capital Management

SPONSORS:
• Advantage Insurance Inc.
• AIS Financial Group
• Alger
• Baird
• Bridgeford
• FirstPathway Partners
• Greenspoon Marder
• Kawa
• Krane Shares
• PGIM Investments
• ZEDRA

NETWORKING SPONSORS:
• Ascendo
• BNP Paribas Asset Management
• Bryn Mawr Trust Company of Delaware
• BVI Finance
• Coral Gables Trust
• Efficient
• IMS
• Invest Barbados
• Lombard International
• Miami Downtown Development Authority
• Temenos Multifonds
• Trident Trust
• 2022 Sponsors

LEAD SPONSORS:
• Nevis Investment Promotion Agency
• MGG Investment Group

PLATINUM SPONSORS:
• Apex Capital Partners
• Houston Methodist
• Toesca Asset Management

GOLD SPONSORS:
• A.R.I. Venture Debt Opportunities Fund
• CONTI Capital
• Global X by Mirae Asset
• NN Investment Partners
• Parkview Financial
• Smead Capital Management

SPONSORS:
• Advantage Insurance Inc.
• AIS Financial Group
• Alger
• Baird
• Bridgeford
• FirstPathway Partners
• Greenspoon Marder
• Kawa
• Krane Shares
• PGIM Investments
• ZEDRA

NETWORKING SPONSORS:
• Ascendo
• BNP Paribas Asset Management
• Bryn Mawr Trust Company of Delaware
• BVI Finance
• Coral Gables Trust
• Efficient
• IMS
• Invest Barbados
• Lombard International
• Miami Downtown Development Authority
• Temenos Multifonds
• Trident Trust
• ZONAMERICA