• What are wealth managers doing to anticipate and meet the changing needs of HNW clients?
• Customer behavior and profile
• Tailoring financial services to meet the needs of HNW clients

•     Trends and opportunities in Latin America’s wealth management industry
• Who serves the market?
• The role of strategic outsourcing
• Differences across the region: Legislation, size and opportunities

• The size of the market
• The services available
• The future of the industry

• Strategies for building successful wealth advisory businesses
• Position, pricing and service definition challenges shared by multi-family offices and other advisors to family wealth
• Actual business practices employed to build enduring family wealth advisory enterprises

• Investing in hedge funds
• Emerging trends in allocations to equities and alternative investments
• Significance of higher risk appetites
• Wealth accumulation vs. wealth preservation
• Creating products that will attract HNW individuals

•     Simple strategies: the best way to ensure against modeling risk
• Safe harbor investments
• Understanding your need for liquidity
  

• Allocating to alternatives: private equity, hedge funds, etc.
• Predictions: the hottest products in 2007 and beyond
• Factors behind product recommendations
• In-house specialized product offerings

• Myth or reality?
• The benefits of open architecture
• Developing an open architecture division
• Will independent family offices and consultants lean on investment banks for specialized products?
  

• Developing into a Multi-Family Office from a Swiss service company
• Creating Long/Short Equity funds to meet investment goals
• The mechanics of a Swiss Fund Advisor
• Good governance when working with a foundation

•  Recent generations and the creation of new wealth
• Managing accumulated wealth
• A tradition of family business
• Business management vs. wealth management
• Security & confidentiality concerns

• How family issues can destroy family wealth
• Why family governance is critical to success
• The relationship of family office & financial planning to family governance
• Tips for bankers and wealth advisors

• Opportunities and limitations to trust use
• Function of the protector
• Choice of situs
• Trust products
• Trust cases studies

• Impact of US and international anti-money laundering and anti-tax competition laws and initiatives
• Growing client expectations and needs for comprehensive legal and tax risk management
• Responses and solutions

•     Family office best practice: International lessons to apply in Latin America
• Overcoming family office conflicts: A result of generational differences, out sourcing, consolidation and internal dynamics
• Suitable investment vehicles for single & multi family offices
• Industry consolidation and the fate of single family & multi-family offices
  

• Geographic & cultural proximity
• Regulatory environment & increased risk
• Increased cost of compliance
• Predictions for the future
  

• How are private banks approaching Latin clients?
• Local banks: Overcoming a history of corruption
• Foreign banks and preconceived integrity
• Challenges for independent asset managers and multi-family offices:
• Promoting your reputation and experience
  

• Transactional activity in the global wealth and asset management industry
• Drivers of wealth management transactions
• Market demand for Latin American private wealth businesses
• Valuation methodology
• Typical deal structures; non-financial aspects of transactions

9:30 Registration & Breakfast

10:00 Conference Begins

Structured Products for Private Banks - Innovations for a Successful
Product Offering

• Market snapshot
• New Energy Indices (Solar, Water, Renewable Energies, Bio Energy, Uranium)
• Private Equity Index
• SGI Fed Model Index
  

• Innovations in short-term structured products
• Multi asset class investments, diversifying investors’ exposure
• Accessing commodities through Structured Products

• Accessing hedge funds thought managed accounts: liquidity & transparency, a short path for risk monitoring
• Leveraging hedge funds performance
• Innovation in hedge fund linked structured products: exploiting the Sharpe
• Ratio of hedge funds
  

• Building a successful offering - A partnership between the Distributor and its
• Product Provider
• Successful experiences
• Regulatory enhancements

• 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. 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.

• 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. 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

• 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. 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.

• 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. 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.