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Speakers 
 Mr. Alfonso Baigorri Escandón,
Counsel,
Buchanan Ingersoll & Rooney PC
Alfonso Baigorri Escandón focuses his practice on international tax and estate planning. He has handled such issues as deferral of taxation strategies, taxation of real estate transactions, foreign withholding tax, pre-immigration planning directed at diminishing the impact of U.S. and foreign taxes and business succession planning for international families. Alfonso has particular experience in assisting high-net-worth Latin American families. He also has experience with the challenging tax systems of Mexico and Venezuela. Prior to joining Buchanan, Alfonso was a partner with a Miami-based commercial law firm, where he performed inbound tax planning for high-net-worth individuals and corporations dealing with income, estate, gift and generation-skipping transfer tax issues in the United States, Latin America and Europe. He also developed offshore trust structures with tax and succession objectives.
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 Mr. Jorge Becerra,
Partner,
The Boston Consulting Group
Jorge Becerra joined The Boston Consulting Group in 1988 and was elected Director in 1995. He is currently Senior Vice President and the Managing Partner for BCG’s Miami, Santiago and Buenos Aires offices. He also leads BCG'S Organization and Change Management Practice in the region. Mr. Becerra has led several key assignments for industrial clients in North America, Europe and Latin America, developing an extensive professional practice in areas such as organization, business strategy, value management, commercial strategy and operational effectiveness. Mr. Becerra holds an MBA from the University of Navarra, IESE, Barcelona and a degree in Industrial Engineering from the University of Buenos Aires.
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 Mr. John Benevides,
President,
Family Office Exchange
John Benevides is the president of Family Office Exchange (FOX). Drawing on his years of high
net worth industry research and advisory expertise, Mr. Benevides has greatly expanded the role
of research at FOX. Since arriving in July 2005, the firm has launched new member services,
executed a meaningful organizational realignment, and established a research team dedicated to
delivering industry leading insight and analysis, culminating in the family office industry’s
unprecedented benchmarking initiative.
Prior to joining Family Office Exchange, Mr. Benevides was the managing director for the
Financial Services Practice of the Corporate Executive Board (CEB) in Washington, D.C., which
serves as a best practices research advisor to 400 of the world’s leading financial organizations
across 42 countries. At CEB, Mr. Benevides was responsible for research product development
and delivery as well as member services provided to clients globally. John oversaw the research
efforts across the personal financial services spectrum of retail banking, wealth management,
insurance and institutional services. He has authored, co-authored, and/or participated in the
production of more than 30 major research studies focused on the affluent, high-net-worth and
ultra-affluent markets. He was also responsible for managing CEB’s Financial Services team in
the UK.
From 1997 through 2002, Mr. Benevides directed the group’s signature wealth management and
investment practice, The VIP Forum. Mr. Benevides has personally served senior wealth
management executives (on site) in over 42 countries. Prior to joining the Board in February
1996, John spent nearly two years as the lead examiner of Fannie Mae. From 1989 to 1994, he
served as a Capital Markets Specialist and Financial Institution Examiner for the FDIC’s New
York Region. Formerly, Mr. Benevides worked for Allied Irish Banks, plc, in London, and spent
two years in the residential mortgage division of First National Bank of Maryland. He holds an
undergraduate degree in organizational psychology and economics from the University of
Maryland, awarded in 1989. He studied business and international economics at the Boston
University, London, and was the distinguished graduate in finance and economics at The Johns
Hopkins University, where he received an MS in finance and his MBA (Summa Cum Laude) in
1995.
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 Mr. Seno Bril,
CEO,
BNP Paribas- Miami
Seno has worked for BNP Paribas for the past 29 years occupying various posts in Amsterdam, Paris, Panama, Mexico City, London, Geneva and Miami.
Seno was appointed CEO of BNP Paribas in Miami in June 2000 and oversaw the grafting of a Broker Dealer structure to the site which added a large range of services to its clientele and complemented its offer.
Seno oversaw the quintupling of the assets under management of the BNP Paribas Miami site since his arrival in Miami in 2000, through organic growth as well as various acquisitions. He is an active of member of the Florida International Bankers Association, of which he was the President from 2005 to 2006. making AML and Compliance training in International Private Banking one of his priorities.
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 Mr. Miguel Cacao,
Vice President, Private Investor Sales- Latin America,
ABN AMRO
Mr. Cação has 10 years experience in the financial markets. He began his career in corporate finance at Banco Espirito Santo in Lisbon. In 2000 he moved to corporate finance in UBS in London where he was responsible for the coverage of the Portuguese market. In 2004 he joined the Private Investor Product team of ABN AMRO Bank to originate and distribute tax sparing structured products in Germany and Italy. Mr. Cação is now responsible for the origination and distribution of structured notes in Latin America. Mr. Cação graduated in Economics at Universidade Nova de Lisboa"
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 Mr Juan Carlos Alvarez,
Head of Investments and Product Development,
Santander Private Banking
Juan Carlos Alvarez de Soto is Head of Investments and Product Development at Santander Private Banking, the international wealth management unit of Grupo Santander.
In this role, Juan Carlos has worldwide responsibility for the treasury, advisory and discretionary teams of the business unit. Juan Carlos has been with Santander Private Banking for eleven years in different capacities and offices. Prior to joining Santander, he worked at Fimat Societe Generale and the Inter-American Development Bank
Juan Carlos received his Masters in Science of Finance from George Washington University. He also holds a B.S. in Management from Tulane University.
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 Mr. Rafael de la Sierra,
Founding Partner,
Sierra Capital
Rafael “Rafa” de la Sierra, is the founding partner of Sierra Capital, a multi-family family office, which was established in 1998. Before starting Sierra Capital, Rafa worked five years as vice president at Citibank, servicing Ultra High Net Worth Latin American clients. Prior to working with Citibank Rafa spent two years with Merrill Lynch as a Junior Banker in New York. Rafa graduated from Boston College in 1990 with a degree in Finance. He currently resides in Greenwich, Connecticut with his wife and 4 children.
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 Mr. Mark Fisher,
Finance Manager & Fund Advisor,
Arlan SA
J. Mark Fisher is the Finance Manager for Arlan SA in Geneva, a Multi-Family Office where he is responsible for the Wealth Management, Fund Advisory & Discretionary Portfolio Investment divisions. Arlan is a regulated Swiss Financial Intermediary and member of the Swiss Association of Independent Financial Advisors (GSCGI) in Geneva and Mark is an active delegate of the GSCGI Commission for Banking Relations. Mark holds a Masters degree in International Relations from the Fletcher School of Law & Diplomacy at Tufts University, Boston, and a Bachelor of Business degree in International Finance from the University of Texas. He has worked in Private Banking beginning with Robeco Bank Switzerland and then Vice President and Head of Personal Banking at Rabo-Robeco Bank now Sarasin Bank. He has held key positions with the Investment Committee, Marketing & Operations Committees and also the Chief Investment Officer for several trusts and foundations. Mr. Fisher is the Fund Advisor for Custodia Finance Ltd. & the Custodia Funds group domiciled in Gibraltar with Credit Suisse.
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 Mr Ricardo Garbati,
Assistant VP/ Private Banking Officer,
Gibraltar Bank
Ricardo Garbati graduated with Honors in 2004 from The University of Florida School of Business with a minor in Agricultural Law. Mr. Garbati works for Gibraltar Private Bank & Trust as an Assistant Vice President and Private Banking Officer. Gibraltar Private was founded in 1994 by a visionary banker with the support of prominent South Florida professionals, entrepreneurs, Fortune 500 executives and Wall Street partners. Gibraltar Private quickly became admired for its founder's vision which is based on a devotion to each client's goals and aspirations, extraordinary personal service and a commitment to offering only the finest financial services.
Mr. Garbati started at Gibraltar as a Credit Analyst in January 2005. Through hard work, performance, work ethic and client service Mr. Garbati was promoted to Assistant Vice President and Private Banking Officer in January of 2007. His current position consists of providing each client with a professional and experienced Private Banking perspective. He works with clients on an individual or group basis to manage the client’s personal and business needs. By taking the time to understand each client’s individual situation, Mr. Garbati helps develop an integrated strategy designed to achieve the client’s financial goals. He has successfully manages over sixty million dollars.
While being the President of Next in Line, Mr. Garbati is also an active member of the Beacon Council and the Business Referral Group. As Vice President of Next in Line he helped raise over $15,000 dollars that was donated to the Florida Breast Cancer Coalition and $3,500 in funds and school supplies donated to Amigos for Kids back to School Drive.
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Mr. Alfonso Gonzalez,
Vice President,
Credit Suisse
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 Ms. Lisa Gray,
Managing Director,
Gray Matter Strategies
LISA GRAY consults with global families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions. Her 19 years of broad-based experience in wealth management offer a singular approach to private family, financial institution, and wealth advisor education. Her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent, outlines the firm’s proprietary Wealth Optimization Consulting™ concept. As a sought-after speaker, educator, panelist, and media resource, her engagements include CFA Institute functions, Euromoney Training courses, and contributed articles to the Journal of Wealth Management. Her new book, Generational Wealth Management: A Guide for Fostering Global Family Wealth, will be published by Euromoney Books in late 2007.
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 Ms. Fredda Herz Brown,
Principal,
Relative Solutions
Fredda is a pioneer in the field of family enterprise. Her career in working with families who share substantial assets began almost twenty years ago after she completed a research project examining successful first to second generation transitions. Her research began at The Family Institute of Westchester, a world-renowned postgraduate training center in family systems work, which she founded with several colleagues. It is the expertise in family systems work that began there that continued in her consulting work with family enterprise.
Dr. Herz Brown was a member of the founding board of The Family Firm Institute where she also spearheaded the work on developing the body of knowledge that defined the work of the field. She has continued to serve on the editorial review board of its journal, THE FAMILY BUSINESS REVIEW. She has written and published extensively on the subjects of women in family enterprise, raising children in wealth, board and leadership development, family governance, harmony and communication, and philanthropy. Recently she has begun a second book with a working title of The First Organization; the influence of the family on our emotional intelligence. Her first book, Reweaving the Family Tapestry (Norton, 1991) marked her earlier work with families defining a model for understanding and working with them as they evolve through their life cycle.
In 1993, Fredda and Mark Rubin founded The Metropolitan Group, LLC, an organization devoted to the education of, and consultation with, families who share assets -- whether as an operating company, a family office and/or a foundation. In 2006, Fredda joined with Dennis Jaffe, Fran Lotery and Sam Davis to form Relative Solutions, considerably expanding the depth of client services offered and the breadth of consultant availability. Along with her colleagues, she helps families achieve optimum functioning that will enhance their business and their financial lives. One of the underpinnings of Relative Solutions is the belief that building family intellectual, emotional and community capital is necessary for the preservation and growth of the family's other assets.
Fredda is also in demand as a speaker. She is a guest lecturer at Wharton’s Private Wealth management Program, conducted in conjunction with the Institute for Private Investors. Additionally, she has continued her interest in training by maintaining faculty appointments at Rutgers University and Fairleigh Dickinson University. Rutgers was one of several universities, including CUNY and Hahnemann Medical Center, where Fredda taught early in her career.
Fredda has received a number of awards recognizing her work in the field. In 1996 she received the Hollander award for her contribution to the community of family enterprise. In 2002, she was especially honored to receive the Beckhard award, named for one of her mentors, which acknowledges the recipient’s contribution to practice in the field. Fredda continues to contribute to the field by speaking, writing and teaching. Recently she has expanded the focus of her work to include the development of a series of online products to assist family enterprises.
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 Mr Robert Isbitts,
CIO,
Emerald Asset Advisors
Rob co-founded Emerald Asset Advisors LLC ("Emerald"), a Registered Investment Advisor firm, in 1998. He is the creator of the Hybrid investment approach and Emerald's other internally-managed portfolio styles, with his research efforts in this area dating back to the mid-1990's, long before Hybrid and hedged investment styles were fashionable for individual investors and their advisors. He chairs Emerald's Investment Committee.
Since entering the the portfolio management business in 1986 Rob has seen the industry from many viewpoints, with positions at major banks, trust companies and brokerage firms in New York City and Florida prior to going independent with the formation of Emerald. Rob has published more than 50 investment articles, commentaries and newsletters, many of which are contained in his first book, "Wall Street's Bull and How to Bear It" (released in October 2006).
Rob is a graduate of SUNY Albany (BS-Finance,1986) and earned an MBA at Rutgers University in 1994. He is a Certified Fund Specialist (CFS) designation holder, and uses that advanced training in creating and managing Hybrid investment portfolios. He was selected as one of the Top 100 Wealth Advisors in the United States by Worth Magazine in 2005 and 2006.
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 Mr Joseph Kellogg,
Director, Private Wealth Management,
UBS
Joseph Kellogg, Esq., TEP is an attorney licensed in New York and Florida. He currently heads the UBS Wealth Planning team in Miami providing wealth planning services for international private clients. Joseph began working in the area of international fiduciary services with the Citco Group in 1997 in Curacao, Netherlands Antilles and subsequently moved with Citco to the British Virgin Islands. In 2002, The Amicorp Group contracted Joseph to open and manage a representative office in Miami where he worked with US legal advisors and financial advisors in the establishment and administration of international corporate and trust structures. He has worked with a wide variety of international clients to establish and administer structures for both private individual investors as well as multi-national corporations. Joseph holds a J.D. from the American University in Washington, D.C. and completed a one-year master in law program at the Escuela Libre de Derecho in Mexico, D.F. He is fluent in Spanish.
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 Ms. Maria Elena Lagomasino,
CEO,
GenSpring Family Offices
Maria Elena Lagomasino (Mel) is Chief Executive Officer of GenSpring Family Offices, a multi-family office that was originally established in 1989 as AMA – Asset Management Advisors. Mel was named CEO of the firm in November 2005. A recognized leader in the wealth management industry, Mel was most recently Chairman and Chief Executive Officer of JP Morgan Private Bank, an institution with more than $300 billion in client assets under supervision.
Her career in banking began in 1977 at Citibank. She joined the Chase Manhattan Private Bank in 1983 as Vice President and Team Leader for Latin America and was named head of Chase’s worldwide private banking business in 1997. Following the Chase-JP Morgan merger, she became Chairman and Chief Executive Officer of the JPMorgan Private Bank.
Mel serves on the boards of Avon Products, Inc., the Lincoln Center Theater, and is a Trustee on the Board of the National Geographic Society. She is also a member of the Council on Foreign Relations and The Economic Club of New York. In September 2006, she was appointed to serve on the Secretary of State’s Advisory Committee on Transformational Diplomacy. In November 2005, she was appointed by President Bush to help lead an effort to secure private sector funds to aid disaster victims in Central America.
A graduate of Manhattanville College (B.A.), Mel also completed graduate work at both Columbia University (M.S.) and Fordham University (M.B.A.).
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 Mr Julien Lascar,
Vice President, Equity Derivatives & Structured Product Group,
SGAS
Julien Lascar is a Vice President in the Equity Derivatives and Structured Product group at SG Americas for Latin America.
He has been with the Société Générale (“SG”) organization since 2003. SG Americas is a wholly-owned subsidiary of SG, headquartered in Paris and rated AA- and Aa2 by Standard & Poor's and Moody's Investor Services, respectively.
The range of products offered to SG's investor base in Latin America includes principal protected Notes linked to Indices and multi-asset classes, Reverse Convertibles, Warrants, Exchange Traded Funds, OTC options and Swaps, and leveraged products linked to Alternative Investments.
Mr. Lascar covers a large area of Latin American clients such as private wealth managers, broker dealers and institutional investors.
Prior to working within the Latin America team, Mr. Lascar was in charge of the Legal Structuring team in New York and developed issuing vehicles and distribution programs for the Americas.
Mr. Lascar is a registered lawyer in Paris and holds a Master in Business from HEC Business School Paris where he majored in finance and economics.
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 Mr Steven Levitt,
Managing Director,
Cambridge International Partners
Steven, who joined Cambridge as a partner in 2005, is actively involved in business development and client advisory work. He has focused on middle-market M&A in the financial services sector for the past 10 years working with asset and wealth managers, broker-dealers, and fund administrators all over the world.
Steven re-joined Cambridge from MilleniumAssociates AG, a Swiss investment banking boutique, where he led the firm’s North American practice, focusing on strategic advisory work in the securities and investment advisory industry for North American and European financial institutions. Prior to that, Steven spent three years with Putnam Lovell Securities, also focused on strategic advisory and transactional work in the securities and investment advisory industry.
From 1997 through 1999, Steven was an Associate at Cambridge. During his career Steven has completed approximately thirty-five investment banking assignments.
Steven holds a BA degree in Economics from Stanford University, and an MBA in Finance from The Wharton School of the University of Pennsylvania. He is an alumnus of Stuyvesant High School. He is also a General Securities Principal.
Steven is a frequent speaker at industry conferences and seminars, and has been particularly active in the Speaker Retainer Program of the CFA Institute speaking on the topic of valuation of asset and wealth managers. He has served as an investment banking course instructor for Baruch College of the City University of New York. He is a member of the Wharton Club of New York. He is fluent in Spanish and prior to Wharton spent several years working in Mexico City.
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 Mr Javier Molina,
Director - Structured Product Sales – Latin America,
SGAS
Javier Molina is a Director in the Global Equity and Derivatives Solutions (“GEDS”) division of SG Americas Securities, LLC (“SGAS”), and has been with the Société Générale organization since 1997. SGAS is a wholly-owned subsidiary of Société Générale, headquartered in Paris and rated AA and Aa1 by Standard & Poor's and Moody's Investor Services, respectively.
Mr. Molina markets a wide range of products to SG's investor base in Latin America including principal protected Notes linked to Indices and multi-asset classes, Reverse Convertibles, Warrants, Exchange Traded Funds, OTC options and Swaps, and leveraged products linked to Alternative Investments. Mr. Molina covers a wide range of Latin American clients including private wealth managers, broker dealers and institutional investors.
Prior to joining Latin American desk in 2005, Mr. Molina was successively Head of Warrants and Head of Structured Products for Société Générale Private Banking in Madrid.
Mr. Molina holds a Masters in Financial markets from the Universidad Autonoma de Madrid.
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Mr. Cesar Murillo,
Managing Director,
Overture Financial Services
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 Mr. Arturo Neto,
Investment Officer,
Dimension Capital Management
Arturo’s primary responsibilities at DCM include asset allocation recommendations, money manager analysis & due diligence, portfolio management, and development and implementation of business strategy. Prior to joining DCM, Arturo spent 3 years as a management consultant, and has an additional 7 years of experience in investment and financial analysis. Arturo is a Chartered Financial Analyst and earned an MBA from the Darden Graduate School of Business at the University of Virginia (2001), a Master of Science in Finance degree from Florida International University (FIU) (1998), and a BBA in Finance from FIU (1993).
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 Mr. Cesar Pachon,
CIO,
TBK Family Office
Mr. Pachon is responsible for the ongoing review and analysis of worldwide financial markets. Additionally, he oversees and monitors investment allocations of client portfolios. Prior to joining TBK, he was with Merrill Lynch International in New York where he was a Relationship Manager for their International Private Banking Group. Prior to Merrill Lynch, he was an associate at Goldman Sachs International in London for the Equity Research Group covering the Scandinavian steel industry. He also worked for Warren Capital in London as a Mergers and Acquisitions (M&A) analyst. Mr. Pachon holds a BS in Industrial Engineering from Pontificia Universidad Javeriana in Colombia and a MBA joint degree from the London Business School and NYU Stern School of Business.
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Mr. Diego Polenghi,
Head of Private Banking Latin America,
Millennium Banque Privée
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 Mr. Olivier Renoux,
VP, Global Equity & Derivatives Solutions,
SGAS
Olivier Renoux is a Vice President in the Global Equity and Derivatives Solutions (“GEDS”) division of SG Americas Securities, LLC (“SGAS”), and has been with the Société Générale organization since 2005. SGAS is a wholly-owned subsidiary of Société Générale, headquartered in Paris and rated AA and Aa1 by Standard & Poor's and Moody's Investor Services, respectively.
Olivier is responsible for creating, structuring and pricing a wide range of equity linked structures with an emphasis on Latin America.
Prior to joining Société Générale, Olivier worked at Credit Lyonnais on the Latin America Corporate Finance desk.
Olivier holds a Masters in Financial Engineering from Centrale-Paris and a Master in Political Science from Sciences-Po Paris.
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Mr Samuel Rosenberg,
Managing Director, Equity Derivatives Group,
SGAS
Samuel Rosenberg is a Managing Director in the Equity Derivatives group at SG Americas Securities, LLC (“SGAS”), and has been with the Société Générale organization since 1994. SGAS is a wholly-owned subsidiary of Société Générale, headquartered in Paris and rated AA and Aa2 by Standard & Poor's and Moody's Investor Services, respectively.
Mr. Rosenberg is the Head of Equity Derivatives Sales for the Americas region, supervising 37 employees. The range of products offered to SG's investor base in the Americas includes principal protected Notes linked to Indices and basket stocks, Reverse Convertibles, Warrants, Exchange Traded Funds, OTC options and Swaps, and leveraged products linked to Alternative Investments.
Prior to working with the U.S. market, Mr. Rosenberg worked in Paris as a financial engineer specializing in structured products. He has a D.E.A. from the University of Paris and a B.A. in Mathematics from the University of California at Santa-Cruz.
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 Mr. Ivan Sacks,
Partner,
Withers Bergman
Expertise
...Trust, estate and tax planning for wealthy U.S. and international families
...Advice on structuring and management of closely held enterprises, investments and family offices
...Administration of large estates and trusts
...Representation of banks and trust companies on fiduciary matters
...Advice to business enterprises on estate planning for their principals
...Representation of individuals with respect to real and personal property transactions, including jets, yachts and art-related matters
...Non-profit organization, governance and charitable gift planning
...Advice on tax, aviation law and executive compensation issues connected with the ownership and use of privately-owned aircraft
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Mr. Kenneth Smythe,
Director,
Crystal Advisors
Mr. Smythe is currently the Director of Marketing & Investor Relations for Crystal Advisors LLC, a fund of hedge funds based in Bal Harbour, FL managing over $1bln in assets. He is currently responsible for all aspects of raising capital and managing relationships with current investors. He focuses a majority of his time on Latin America & Europe. Prior to Crystal, Mr. Smythe was a managing director at Van der Moolen Holdings LLC, a European trading and asset management firm in NY. He has also held positions in Institutional Sales at Neuberger Berman in New York and was also a Director in the Latin America group at the New York Stock Exchange. Mr. Smythe received his BA from the University of Florida and also completed the Advanced Financial Statements Analysis program at New York University. He holds the Series 3,6 & 7 securities Licenses and is fluent in Spanish.
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 Mr. Cesar Stange,
President/Founder,
GAIA Capital
Cesar Stange is a founder and President of Gaia Capital, where he is responsible for hedge fund distribution and manager due diligence. Mr. Stange previously was President for Latin America of Auda Advisors Associates LLC, managing the offices in Buenos Aires and Sao Paulo. Previous to that he was the private advisor of a wealthy family managing real estate investments in Argentina. Mr. Stange began his career at Citibank, where he later was named Vice-President of the Investment Bank division in Argentina, before moving on to be President of the Investment Bank for Manufacturers Hannover Trust Company in Argentina. He earned a BA in Economics from the Universidad de Buenos Aires.
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 Mr. Federico Stange,
Founder/Director,
GAIA Capital
Federico Stange is a founder and Director of Gaia Capital. His primary responsibilities include both quantitative and qualitative research and evaluation of potential hedge fund investments, as well as portfolio construction and monitoring of current investments. Participates actively in manager due diligence, hedge fund manager interviews and strategy selection, and is responsible for client reporting. Mr. Stange earned a BA in Economics from the University of East Anglia (UK).
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 Mr. Peter Stanyer,
CIO,
Overture Investments
Peter Stanyer began his career as an economist and for the last 18 years he has been advising investors from around the world on asset allocation and investment risk. Since October 2005 he has been Chief Investment Officer of Overture Investments, the New York-based investment adviser, he was formerly managing director at Merrill Lynch’s Global Private Client division in London and previously he was head of the portfolio risk and client advisory service for Merrill’s European fund management business. Prior to this Peter was Investment Director of the UK’s Railways Pension Fund and he has also worked as an economist for the Bank of England and also for the IMF. He was recently appointed to the Investment Committee of the Railways Pension Fund.
Prior to joining Overture Investments, Peter took a year off to write a book, titled “Guide to Investment Strategy, How to Understand Markets, Risks, Rewards and Behaviour” which was published in 2006 by The Economist worldwide and jointly with Bloomberg in the US. Peter studied Cambridge University, where he won the Adam Smith Prize for economics.
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 Mr Jorge Suarez-Velez,
Head of Private Wealth Management- Latin America,
ING
Jorge Suárez-Vélez is Global Head of Private Banking for Latin America at ING, with offices in Geneva, Mexico City, Sao Paulo and Caracas. He is also CEO of ING Private Wealth Management, LLC in New York.
Previously, Mr. Suárez was head for Latin America at Bank Julius Baer in New York (2002-2004), CEO of Banorte Securities (1994-2000) and Head of Latin American Reasearch at Nomura (1992-1994).
Jorge founded and developed Paragon Global Funds in 1997, a family of funds of hedge funds listed in the Dublin Stock Exchange.
Since 1998, he has done weekly editorial contributions for Economía y Finanzas, broadcasted through CNN en Español; and since 2006 he has published Inversión Sin Fronteras, a weekly column at Yahoo! en Español. He has been guest of different programs of CNN, CNBC, PBS, Bloomberg Television, Univision, and numerous networks in Latin America.
He has been a guest speaker at Columbia University, Pace University, Tecnológico de Monterrey, ITAM, UPAEP, Universidad Panamericana, and different conferences in the United States, Mexico, Costa Rica, Venezuela, Argentina and Chile.
Since 2005, he serves on the Board of Trustees of the Puerto Rican Legal Defense and Education Fund, a non-for-profit entity that defends civil rights of Hispanics in the United States. Since 2004 he has served on the Board of Trustees of the Lycée Français of New York, and in the Advisory Board of the Museo del Barrio. From 1998 to 2000, he was the President of the Northeast Chapter of the US-Mexico Chamber of Commerce.
Jorge taught economics at the Universidad Panamericana in Mexico City from 1984 to 1988, after obtaining his BA in economics at the ITAM in Mexico City in 1983.
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 Mr Santiago Ulloa,
President,
GenSpring Family Offices
Mr. Ulloa founded TBK Investments in 2000 to counsel and advise high net worth families from around the world. With his dedication to objective and ethical service he has overseen the dramatic growth of TBK since inception. Prior to TBK, Mr. Ulloa was with BBVA “Banco Bilbao Vizcaya” where he was in charge of Private Banking for all of Latin America as well as product development and regional distribution for the Americas. He was an active member of the Council Board of Banco Provincial Overseas in Curazao (BBVA Group) and of the “BBVA American Fund Managers Limited” (BBVA’s asset management firm). Previously, he represented Argentaria in Argentina and was member of the Directive Council of Banco Exterior of Argentina. Formerly, he was Assistant Manager of Banco Banif de Gestion Privada (BSCH Group) in Spain, where he was part of the international team managing Private Banking assets abroad and international clients within Spain. He attended the Univerdiad Compluterse and he completed the Advanced Executive MBA Program at IESE in Barcelona, Spain. Mr. Ulloa is a frequent guest speaker on CNN Espanol and at investment and family office conferences. He has also written articles for Dinero magazine and other business publications.
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 Mr. Alberto Valenzuela,
Deputy CEO,
Societe Generale Private Bank (Suisse)
Mr. Valenzuela is presently Deputy CEO of SG Private Banking Suisse (S.A) and heads the Commercial and Development activities. SG Private Banking manages CHF 30 Billion in Private Banking Assets and has a staff of 400 in 7 locations (Geneva, Lausanne, Lugano, Miami, Montevideo, Curacao, and Zurich). Mr. Valenzuela was named to this position in July 2003 when Société Générale acquired 78% CBG - a private bank in Switzerland.
Prior to this position, he served from 1999 to 2003 as Country Head for Société Générale in Mexico where he was responsible for all banking activities including Investment Banking, Private Banking and Commercial Banking. He was also Senior Banker for the group to Pemex, UMS, CFE and Cemex.
From 1994 to 1999 Mr. Valenzuela was based in New York where he was a Director at the Latin American Corporate Finance Division of Sociéte Générale. In this capacity he was responsible for origination of Corporate Finance transactions for Mexico, Central America, Colombia and Venezuela.
Prior to joining SG, Mr. Valenzuela was an emerging market debt trader at France's Banque Worms from 1987 to 1991.
Mr. Valenzuela is a graduate of France's prestigious Ecole Nationale d' Administration and holds a Masters in Management from Ecole Supérieure de Commerce de Paris, additionally he has a Bachelor of Arts in Economics from UCLA (University of California Los Angeles) where he attended on a golf scholarship . He was captain of the team and the number one golfer in 1986 (All Pac -10).
Mr. Valenzuela is a scratch golfer who has won national championships in Europe and Mexico - he was a member of Mexico's national team to the World Amateur Championship and the Spirit International which Mexico won as a team.
Mr. Valenzuela is married to Diane Belvallette and together has two children (Albane 7, Alexis 3).
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 Mr Dan Wright,
SVP & Head of International Wealth,
Scotiabank
Dan Wright is Senior Vice President and Head, Wealth Management for the International Banking Division of Scotiabank. Scotiabank is one of North America’s leading financial institutions, and Canada’s most international bank, Wright has the responsibility for the Wealth Management group of companies (full service brokerage, mutual funds, investment management, trust, and private banking) outside of Canada, including offshore businesses in Bahamas, Cayman and Puerto Rico. Wright joined International Banking in September 2006. Previously, he worked for domestic Wealth Management as Managing Director and Head of Wealth Management Business Solutions and 8 years for ScotiaMcLeod, Scotiabank’s full service investment dealer. During his tenure, Wright has developed and implemented the strategy for Wealth Management for International Banking, created the Business Excellence Program, and expanded the use of alternate channels to the various Wealth Management client segments. Wright has 20 plus years of experience in the investment industry and prior to BNS, he spent 5 years with Richardson Greenshields and Dean Witter Reynolds in various technology and sales management related roles. Wright received his H.B.B.A. from Wilfrid Laurier University, 1986. He completed additional studies at the Wharton School of the University of Pennsylvania, 1999 and the Schulich School of Business at York University in Toronto and is a Fellow of the Canadian Securities Institute. Dan has been an avid personal supporter of the United Way for twenty years, Leadership Campaign Chair for Scotiabank and most recently Employee Campaign Chair. Dan is also on the board of Casey House Hospice. With headquarters in Toronto, Ontario, Canada, Bank of Nova Scotia (www.scotiabank.com), is a publicly traded company [Toronto: BNS] providing innovative financial products and services to individuals, small and medium-size businesses, corporations and governments across Canada and around the world.
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