Renato Abissamra is the COO of BNP Paribas Brazil Private Banking also acting as Compliance Correspondent covering AML procedures, permanent control and suitability. His Assignments also covers IT, HR, Finance, Back office management, Operational Risk Management and Project Development. Responsible for the keeping the institution under the requirements of the self-regulation code for private banking activity in the domestic market provided by ANBID (National association of Investment Banks) where he is the bank’s representative for the Private Banking Commission. Also in ANBID Renato is the coordinator of Private Banking Products Sub-Commission. Before acting as COO, Renato was responsible for the BNP Paribas Private Banking Desk for all Brazilian Territory, dedicated to manage all client demands and execution also supporting Advisory Desk on structured products development and fixed income. From 1996 to 2000 Renato worked for CCF (Credit Commercial de France) in Brazil acting as Private Banking Desk Manager. In 2000 CCF was bought by HSBC and Renato kept the position until 2002. Graduated in Business at Mackenzie University, concluding MBA in Management and Finance at FIA-USP, has 12 years experience in wealth management industry in Brazil.

Christopher Apone joined CB Richard Ellis in 2002 as a financial analyst with the Institutional Group, a division of CBRE’s Investment Properties Division that focuses on Institutional clients and transactions. In early 2007 he was promoted to Vice President at CBRE-Melody, the investment banking arm of CB Richard Ellis. In his current role on the team, Mr. Apone is active in the marketing of office, industrial, and flex assets in addition to the placement of debt and equity for a variety of asset types in the State of Florida. Chris is a permanent and exclusive member of Christian Lee’s and Charles Foschini's capital markets team, and oversees a team of financial analysts and marketing assistants. Prior to joining CB Richard Ellis, Chris worked as a market research analyst for Cushman and Wakefield, performing office and industrial market analyses as well as the production of quarterly marketing reports. While studying for his MBA, Chris worked as a portfolio acquisitions associate for a diversified real estate hedge fund and was responsible for the analysis and investment in over $35 million in profitable Florida real estate tax liens. Chris Apone graduated Cum Laude from the University of Miami with a Master of Business Administration with a concentration in Finance in 2001. He acquired his Bachelor’s Degree in International Finance and Marketing, with honors, at the same institution in 1999. He is a licensed Real Estates Salesperson and Mortgage Broker in the State of Florida.

Prior to joining Barclays Wealth, Gerard was CEO of HSBC Private Bank in the Americas, and a member of the Senior Management Committee of HSBC Bank USA. Gerard joined HSBC from Merrill Lynch where his responsibilities covered a number of senior management roles including Global Head of Sales and Marketing, Global Head of Trusts, Country Head for Brazil Private Clients and Head of Marketing for Latin America, Western Europe and the Middle East for Merrill Lynch International Bank London. Before joining Merrill Lynch, Gerard was an investment banker and an international lawyer in the US and the UK. Gerard holds a Bachelor of Arts in International Relations from Columbia University, a JD in International Law from American University School of Law, and an LLM in Maritime Law from the University of London. Gerard and his wife, Maria Teresa, currently live with their three children in London.

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.

John Benevides is president of Family Office Exchange (FOX), a Chicago-based provider of research, education and advice to families of exceptional wealth. 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 his arrival 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. Before joining FOX, Mr. Benevides was managing director of the financial services practice of the Corporate Executive Board, a Washington D.C.-based organization that serves as a best practices research advisor to 400 of the world’s leading financial organizations. At CEB, Mr. Benevides directed client service and delivery to members globally as well as oversaw research product development. He 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-wealthy markets. From 1997 through 2002, Mr. Benevides directed CEB’s signature wealth management and investment practice, The VIP Forum. He personally served senior wealth management executives on site in more than 40 countries. Before joining CEB in 1996, Mr. Benevides 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. Previously, Mr. Benevides worked for Allied Irish Banks plc in London and for First Maryland Bancorp. Mr. Benevides holds an undergraduate degree in organizational psychology and economics from the University of Maryland, awarded in 1989. He studied business and international economics at Boston University in London and was the distinguished graduate in finance and economics at The Johns Hopkins University, where he received an M.S. in finance and an MBA (summa cum laude) in 1995.

Manuel del Cañal is a Senior Vice President and Team Leader with BankUnited’s International Private Banking Unit. He spearheads their banking and investment sales efforts targeting high-net-worth clients primarily in Latin America. He joined BankUnited from SunTrust Banks in Miami where he spent 15 years in various capacities, most recently as First Vice President and Wealth Strategist with their International Wealth Management group. He is a Certified Public Accountant licensed with the state of Florida, a licensed investment representative (Series 7 and 66) and a licensed state of Florida insurance agent (2-15). He is graduate of the American Bankers Association Certified Trust and Financial Advisor program, graduate of the Cannon Trust School and graduate of the American Institute of Banking Commercial Banker program. He is a member of the Young Leaders Society of the United Way of Miami-Dade County Florida and an active member of the Finance Committee at Our Lady of Lourdes Catholic Church and School in Miami. In addition, he served as adjunct professor in banking and finance at Florida International University until 2004.

Chris Carnahan is Talent Manager at Threshold Group, where she is responsible for attracting and retaining professional associates for a multi-client family office. Chris oversees human resources, including benefits and payroll administration, and manages many of Threshold’s office administrative functions. Threshold Group provides wealth management and family services aimed at helping a select number of successful families flourish for generations. Chris is passionate about building and maintaining a strong service culture as the core of the growing organization. Threshold Group consistently ranks as one of the Top Places to Work, as judged by Washington CEO magazine, and in 2008 earned a ninth-place ranking on the list of 100 best workplaces. The firm currently employs 30 associates and serves 14 multi-generational families representing about 50 households across the United States. Offices are located in Gig Harbor, Washington; Portland, Oregon; and New York City. Prior to joining Threshold, Chris was an administrative manager at Frank Russell Company (now Russell Investments), a global investment services firm headquartered in Tacoma, Washington. At the Russell company, Chris served as personal assistant to Jane T. Russell and managed Chairman George Russell’s administrative staff for nearly four years. Chris’ professional career includes more than 20 years of private and public office administration, and specialized expertise in office organization, workflow planning and client service. She earned professional accreditation as Senior Professional in Human Resources (SPHR) in June 2006 and holds educational certifications from Capital Business College.

Jaime co-founded Park Sutton Advisors. Prior to Park Sutton, Jaime focused on advising Latin American high net worth individuals representing over $500 million in assets over the past 8 years. Most recently, he was a Private Banker with Deutsche Bank, actively involved in developing the Andean Region client base for the bank’s New York office. Prior to Deutsche, Jaime spent over three years with HSBC Private Bank, also focused on developing the Andean Region market and advising clients on their wealth management needs. At HSBC, Jaime was actively involved in co-managing with the bank’s CEO the largest offshore relationship managed out of New York. He was also awarded membership to the high profile Group Private Bank's High Potential Development Programme ("HPDP"), a 3 year program accepting only 50 new members globally each year. Prior to HSBC Jaime spent over four years with The Citigroup Private Bank also actively advising wealthy Latin American clients. From 1995 through 1999, Jaime was a corporate banker with Banco de Credito del Peru, the country’s largest commercial bank, managing a significant portfolio of loans and performing credit analyses for some of Peru’s largest private corporations. Jaime is a dual Peruvian – Italian citizen and holds a BA in Business Administration from the University of Lima, Peru. He also holds an MBA in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania. He is both Series 7 and 63 certified. Jaime is passionate about 20th century French decorative arts.

Mr. Cortez has over 25 years of experience in the investment management field. Before joining The Torrey Funds, Mr. Cortez was Vice President and Product Manager of Goldman Sachs' external money manager program. Prior to that, he spent 11 years at Prudential as a Senior Vice President overseeing product development, communications, and sales for the Investment Management Services Division of Prudential. Rick began his career with Merrill Lynch as a stock market analyst and was Senior Portfolio Manager and President of Liberty Capital Management, a $500 million investment management firm located in New York City. He graduated with a BA cum laude from Queens College of the City University of New York. He has been a guest lecturer at the Wharton School, University of Pennsylvania, and at Harvard. Mr. Cortez is a CIMA (Certified Investment Management Analyst) and serves on the Board of Advisors and as co-chair of the Alternatives Committee for IMCA (Investment Management Consultants Association). In addition, Mr. Cortez is the author of several published articles on hedge funds.

Beatrice E. Cueto - Taggart serves as a Financial Advisor for the Ultra High Net Worth individual clients from the US, Chile, Argentina and Mexico. She joined Smith Barney (Citigroup Global Wealth Management Unit) as a Senior Vice President –in March 2000. Prior to Smith Barney she spent 7 years at Bankers Trust Company and previously 4 years at The Chase Manhattan Bank (New York) always in Private Banking focusing on the Ultra High Net Worth Families. Throughout her career she has focused on the wealth generating entrepreneurs, each with approximate net worth in excess of $50 million, offering them the entire product array, including: asset management, non-discretionary fixed income and equities, hedge funds, managed futures, options/derivatives, credit, insurance and estate planning etc.. She earned her Citi Family Office designation earlier this year. She presently serves on the DAG (Director’s Advisory Group) at Citigroup, meeting with Senior Management on a quarterly basis, representing the Financial Advisors at Smith Barney. Beatrice graduated from Thunderbird – The American Graduate School of International Management, in August 1987 and has remained actively involved in the school, presently serving a term on the Global Advisory Board and previously serving a four years term as a Director on the Thunderbird Alumnae Association (TAA). She is very actively involved in academics also serving on the Advisory Board of Adolfo Ibanez - Graduate School of Management, one of Latin Americas leading business schools.

Emerson is a Lawyer, graduated at FMU (United Metropolitan College), with Master in Business Administration at McGill University (Canada). He worked in institutions like Banco Nacional, Crédit Lyonnais, Siemens, Merrill Lynch and JFE Hottinger & Co. Nowadays, he is in charge of the Wealth Management - Latin America division at HBC Bank. He also has international experience working in cities around the globe. Emerson de Pieri runs a family holding company named Pieri Brasil International (www.pieribrasil.com) and He is also the Founder of Brazil Business Friends (www.bbfnet.org), member and President of The International Private Bankers Association and President of The Latin Bankers Association (www.latinbankers.com)

Dr. Harold B. Ehrlich is financial advisor to six wealthy American families, two offshore investment entities, and J.P. Morgan Alternative Asset Management, Inc. Dr. Ehrlich also serves on the Advisory Boards of Ajia Partners Asia focused fund of funds, J.H. Whitney’s Asia focused fund of funds, and the Lasker Foundation’s investment committee. In the past, he was Chairman and CEO of Bernstein-Macaulay, Inc., then the largest investment management arm of Shearson Lehman Brothers Inc., of which he was also Senior Executive Vice President. After Shearson, Dr. Ehrlich served on the Board of Directors of Primerica Corporation, then a Dow Jones Index Company. Trained as an economist, Dr. Ehrlich is a Chartered Financial Analyst and has been a security analyst, director of research, advisor to major investment management firms, hands on portfolio manager, and senior management executive. Early in his career, Dr. Ehrlich taught economics, finance, and security analysis at Rutgers University and then at the Bernard Baruch Business School of the City University of New York.

Edgar Fernandez started his International Private Banking career at Citibank in New York City in 1982. He was responsible for account relationships primarily from Venezuela. He was later transferred to Cititrust(Bahamas)Limited in Nassau where he received his initial training in international trusts. He worked in trust administration and new business & sales. Edgar later joined the Bank of Boston's Miami office for a brief period as a Private Banker, after which he joined Barclays Bank plc in Miami to establish and develop the international trust business for its Latin American clients. Edgar joined Merrill Lynch Bank & Trust Company's Miami Rep office in 1989. He is Director - International Trust & Wealth Structuring for The Americas.

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.

Elise Freedman is a Senior Consultant in the Talent Management Group for Watson Wyatt Worldwide. She has a strong history of successfully leading large-scale talent management and change initiatives in a wide range of Fortune 1000 and public sector clients. Elise’s expertise includes performance management, change management, succession planning, career development, organizational risk assessment, workforce planning, recruiting, leadership development and training. Elise works with senior leaders, managers and employee teams to improve the probability of success for initiatives critical to her clients. She assists in clarifying problem areas, managing risks and improving business processes. Elise’s expertise helps organizations to achieve measurable business results. Freedman holds a Master of Business Administration degree from George Mason University with a concentration in Management and Marketing. As a Graduate Assistant for the Dean of the Business School, she provided support and coaching for undergraduate students in the business school. She also holds a Bachelor of Science degree in Psychology from Tulane University.

Global Business Consultants, President and CEO - worldwide business consulting firm directed to banking, Islamic banking, corporate finance, Islamic finance, venture capital, corporate mergers and acquisitions. Enterprise Information Systems, Inc. President and CEO - a global computer hardware & software export firm

LISA GRAY consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions. She has 19 years' experience in the wealth management industry and is the founder and managing member of graymatter STRATEGIES LLC. From 1988 through 1999, she served as a financial advisor with Union Planters IBG (now Vining Sparks IBG), Morgan Keegan & Company, and PaineWebber, Inc. (now UBS). After becoming an independent financial journalist in 2001, she formed graymatter in 2002 with the purpose of guiding global families of wealth and their advisors in fostering higher level, more effective relationships. Based on her experience in working with clients of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent in 2004. The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as well as in wealth management. Her broad-based years of experience offer a singular approach to private family, financial institution, and wealth advisor education and have positioned her also as a sought-after media resource for the wealth management industry on family advisory and family office-related matters. Her engagements include CFA Institute functions, Euromoney Training courses, and DC Gardner Training courses and she is a regular contributor to the Journal of Wealth Management. She is a frequent author on family office and wealth management topics and is hired regularly, both domestically and internationally, as a panelist and speaker as well as a consultant and educator. Her latest book, Generational Wealth Management: A Guide for Fostering Global Family Wealth is expected to be published in late 2007.

Prior to GFG Capital, Mauricio was a Vice President at Credit Suisse First Boston (“CSFB”) in the Private Client Services division. Mauricio joined CSFB in 2001. At CSFB, Mauricio managed assets for high-net-worth individuals in Latin America. Prior to joining CSFB, Mauricio spent three years at Lehman Brothers Wealth Management Group. Mauricio also worked four years at Republic National Bank of New York in the fixed-income-trading desk and later at the Private Clients Group. Mauricio received his MBA from Thunderbird Business School with a major in Finance and a dual degree in Quantitative Economics and Mathematics from University of California San Diego. Mauricio was born in Mexico City and raised in San Diego, California.

Mr. Katzman was previously President and Chief Executive Officer of J.P. Morgan Alternative Asset Management, Inc. from its inception in 1995 until his retirement in April, 2005. In this role he was responsible for developing and managing hedge fund of fund products for J.P. Morgan Chase's institutional and private banking clients. During his tenure the group grew from $7 million to over $9 billion in assets under management. At the time of his retirement the group had over 70 staff and invested with over 120 hedge fund managers. Mr. Katzman joined J.P. Morgan Chase in 1975. He was involved in the firm’s alternative investment business beginning in 1988 and became head of the group in 1993. Prior to his responsibilities in alternative investments he was involved in the bank's strategic planning, financial management and treasury functions, both domestically and overseas. Mr. Katzman received a B.S. in Finance from the University of Connecticut and an M.B.A. from New York University.

Responsible for sales, marketing and distributor relationships within the U.S. and Latin America. Mr. Kearns joined the firm in May 2000. Prior to joining Permal, he served as Vice President of Sales/Marketing for BNP Paribas, Latin America division. Mr. Kearns also held various sales and product development positions at Merrill Lynch International. He is a graduate of Hofstra University and holds a NASD series 7 license.

Paul Koch is the President and founder of ALTASOL, LLC. This firm, based in Miami, Florida, provides performance and risk management services to financial institutions, asset managers and investment groups. To investors focused on the U.S. real estate market, it offers due diligence, project and asset management services. From 2005 to 2008, Paul was the CEO of Banca Sella ‘ s (Italian based commercial banking group) U.S. operation in Miami, FL, one centered on private banking services to high net worth clients residing primarily in Latin America. As Managing Director of OFFITBANK, he was responsible for business development to the ultra high net worth market in the region. He served as CEO of the ABN AMRO Bank N.V. - Miami Agency from 1987 to 2000. In that assignment he successfully led and built several regional business lines specialized in Latin America that included private banking, financial institutions, Latin America Telecom and corporate banking structured finance. Paul holds an MBA degree from Southern Methodist University in Dallas, Texas, a Master of International Management from the Thunderbird – American Graduate School of International Management and a Bachelor of Arts degree in political science from the University of Miami in Coral Gables, Florida. He is a member of the Executive Board of the Florida International Bankers Association and is a member of various business advisory boards for Florida International University and the University of Miami.

Mark is a Managing Director and Chief Executive Officer of the company. Prior to joining Greycourt he was Vice President and a Director of The Hillman Company, where he managed investments in energy and international private equity and was involved in many aspects of the private equity program. Mark has long experience in a variety of wealth management issues affecting ultra-wealthy families, including family office management, family dynamics, tax and estate planning, issues associated with closely held and public companies, and the design and execution of private equity strategies via direct investments and investment partnerships. Mark is President of the Carnegie Hero Fund Commission, Chair of the Shadyside Hospital Foundation, a Vice Chair of the University of Pittsburgh Medical Center and a member of the board of the Jewish Healthcare Foundation. He is a graduate of The Hill School, the University of Pennsylvania and the University of Pittsburgh School of Law.

In 1986, Louis Leblanc, a seasoned trader on the floor of the Montreal Exchange with a degree in economics from McGill University joined with a team of government experts to create a program designed to bring entrepreneurs from other parts of the world to Quebec, Canada's largest province. This program proved so successful that it was emulated and expanded by the Government of Canada. Over the more than 20 years since the programs were introduced, Mr. Leblanc has earned an unequalled reputation for efficacy and integrity, and helped more than 6,000 HNW families settle in Canada and become Canadian citizens. Operating and enhancing the programs, with the backing of an exceptional team of highly trained professionals, is his principal occupation. Mr. Leblanc travels widely to serve clients and maintains active ties with a global network of agents. A superior communicator, Mr. Leblanc is pleased to explain the benefits of alternative citizenship in Canada for HNW individuals and the very rewarding opportunities Canada's Immigrant Investor Programs offer investment bankers.

Born in Guernsey in 1970. Educated locally. Joined Ansbacher Group in 1985 within their banking division and was promoted through banking over the next 8 years to end up running the small treasury team. In 1993, joined ANZ Bank in Guernsey as a Relationship Manager responsible for a portfolio of some 125 private and intermediary clients, where I was until 2000 when the ANZ Group decided to sell its operation in Guernsey to Bank of Butterfield, now known as Butterfield Bank. At the time of purchase I was running the Private Banking Team. At Butterfield Bank took over the responsibility as Business Development Manager, the job I did until 2002, when I was promoted to Head of Private Banking & Business Development. Within my role I am part of the Senior Management of the Bank, sitting on the executive committee and travel extensively worldwide meeting and marketing our clients.

Mr. Juan C. Martinez is Chairman of the Board for PREBEL, a third generation family business with operations in Colombia, Mexico, and Peru. Prior to becoming Chairman, Juan was a member of the Board Director for four years. Along with his responsibilities on the Board, Juan has been active in the Family Council for over ten years, and has built a career in real estate, as well. He has also co-managed his father’s Family Office in Miami, FL, and recently contributed to the formation of his extended family’s Family Office in Colombia. Some of his recent business ventures include a pending patent and co-founding 3EYEGROUP.com, a multi media company with operations in several countries. Juan graduated from the University of Colorado at Boulder with a Bachelor’s degree in Business Administration.

Hugh Massie, is an international Wealth Mentor and the author of “Financial DNA® – Discovering Your Unique Financial Personality for a Quality Life” published by John Wiley & Sons in February 2006. Hugh introduces a very different approach to wealth creation and how you can build a quality life. This “understanding people before numbers” approach has evolved with his own personal development and experiences through a very diverse career initially as a tax specialist with Arthur Andersen in Sydney, Singapore and Thailand, then in 1996 starting his own financial services firm in Sydney, Australia and then in 1999 commencing the development of Financial DNA with an experienced team. Since its full commercialization in 2003 Financial DNA has become an international wealth mentoring business, with Hugh now based in Atlanta, Georgia. Hugh and his team have trained over 4000 advisors worldwide in the Financial DNA® Discovery Process to position them as wealth mentors. Financial DNA Resources also conducts a range of comprehensive wealth mentoring programs for investors, families, and business owners to help them with their wealth creation and building a quality life aligned to the core of who they are.

João Luiz de Medeiros is the Head of the Ultra High Net Worth segment at Itau Private Bank where he leads the team responsible for the largest and most complex individual clients and family offices. Prior to this position he was responsible for the Latin American region at HSBC Private Bank based in New York. He was head of the Private Client Offices in Brazil for Merrill Lynch as well as the managing-partner of Merrill Lynch Asset Management. Mr. Medeiros first position in the financial services industries was as head of the third party asset management distribution, both domestic and international, at Banco UBS Pactual. A career diplomat, Mr. Medeiros was advisor on legal issues to the Minister of External Relations of Brazil. He has extensive diplomatic experience in various countries in the Americas, Africa, Europe, and the United Nations in New York. Mr. Medeiros attended the Law School at the Federal University of Rio Grande do Sul. He holds a B.A. in Diplomacy from the Diplomatic Academy of the Brazilian Ministry of External Relations, a Master of Science in Management from Stanford University, and a Post-Graduate Diploma in Economics from the The London School of Economics.

Bill is member of the prestigious Pinnacle Society, a professional real estate honorary society recognizing top performers. Consistently ranking among the nation’s top producers he has a career sales volume of exceeding $ 2 billion. For several years he was the highest paid agent nationwide for Merrill Lynch Realty, Prudential Florida Realty, Arvida Realty, and now Coldwell Banker. In April 2002, Arvida was purchased by Coldwell Banker Residential Real Estate Services, the largest real estate network in the world. He has been featured in a Forbes Magazine article as top real estate agent in the United States and is often a real estate industry source for the Wall Street Journal, Florida Trend, Florida Realtor and Town and Country magazines and numerous publications on real estate related articles. Having commenced his real estate career in Miami, Bill has significant nationwide experience representing private, institutional and non- U.S. clients across a diversity of industries and sectors including commercial, industrial, residential and land.

Mark Rogers is responsible for Sales & Distribution of international products at Sun Life Financial and has worked in financial product distribution since 1977. Prior to his current role at Sun Life, Mark served at MFS for nineteen years, holding a wide range of leadership positions including President of MFS International, Director of the Independent Dealer Distribution Channel and head of the Insurance Products Division. He also served as Managing Director of Retail where he spent five years in London establishing a distribution team for Europe. Mark oversees a growing team of internal and external wholesalers that markets Sun Life Financial’s offshore investment products to firms in the U.S., Latin America, Asia and the Middle East. Mark is a graduate of Suffolk University in Boston, Massachusetts.

Betty is the regional head for the private wealth management business in Latin America. She joined Goldman Sachs as managing director in May 2008. Betty has 28 years of experience in the financial services industry, 24 of which are in global wealth management. Prior to joining the firm, Betty worked at HSBC Private Bank as global head of private banking for Latin America and member of the Group Private Banking Executive Committee. In 1991, she joined Republic National Bank of New York (Suisse) with the responsibility of developing the Bank’s Latin American business. In 1984, she joined the Chase Manhattan Bank in New York and in 1986 as head of the Southern Cone for the private banking group, she was transferred to the CMB office in Geneva, Switzerland, where she held various posts in asset management and business development. Betty earned a BA in Arts as well as an MBA from the University of Miami, graduating in both instances summa cum laude. She is a member of the board of the Cuba Study Group.

Dr. Silverman has consulted to families on “Family Wealth Preservation” and family businesses from startup to multi-nationals. With family businesses he has consulted from first through fifth generations and from 3 to over 100 family shareholders. He specializes in working with complex family systems of three generations and over 25 family shareholders in integrating the needs of different generations into clear succession and governance structures. Most of his clients have over 4000 employees. A frequent seminar leader, he has conducted over 70 workshops and seminars in over 12 countries. He has published over thirty articles on various topics including “Estate Planning as if the the Family Mattered”, Succession Planning and Management in Family Business. Currently he serves as “Professional in Residence” to Florida International University’s Center for Family Business, as a columnist for “Dinero” and “Instore” magazine and as a Family Business Consultant to national and multi-national family businesses dealing with issues of succession, developing corporate and family governance structures, conflict resolution processes and wealth management. An early member of this relatively new field, Dr. Silverman is considered a pioneer in the field of Family Business particularly in Latin America and has been granted Fellow status by the Family Firm Institute. He has worked with dozens of families in various countries including several well-known family dynasties. Dr. Silverman received his undergraduate degree from Cornell University's School of Hotel and Restaurant Administration, his master’s degree in Family Systems and his Ph.D. in Organization Development specializing in Family Business from American Commonwealth University. He brings over 15 years of experience in Family Business Consultation specializing in areas Conflict Resolution, Succession Planning, and Corporate and Family Governance. His work includes the development of Family Business Assessment Tools (Questionnaires, Interviews, Experiential Exercises), effective Boards of Directors, Family Councils and Family Protocols. He has served on the Board of Advisors to Association of Organization Development of Latin America and as President of the International Organization Development Association for nine years.

Vincent Soistier is in charge of developing and handling the operations of Banque Pasche – CM CIC Private Banking in Latin America and the Caribbean and he also directly manages the Multi-family office that Banque Pasche – CM CIC Private Banking is opening in Brazil. Before joining Banque Pasche, Vincent worked at BNP Paribas for 13 years where he participated to the set-up and organization of Cardif (BNP Paribas Insurance) in Latin America and worked for BNP Paribas Private Bank’s head office in Paris in the design of products and complex transactions. Vincent is Doctor in Law (PhD from Université La Sorbonne – Paris).

Mr. Suarez is Chairman & CEO (designate) of Family Office Bankshares, Inc. (In Organization), a South Florida-based bank holding company in the formation stage. The proposed Federal Reserve Bank regulated bank holding company will have three major business units; a national thrift chartered bank, a multi-family office wealth management group, and a mortgage-banking unit. With a total projected capital of $50-100 million, the group expects to open locations in Palm Beach, Coral Gables, Atlanta, and New York while expanding to other cities with high wealth concentrations. Mr. Suarez was the founder and former Chairman & CEO of Midtown Bank & Trust Company, from its inception in August 2002 through May 2004. Mr. Suarez began his banking career in 1983 with First American Bank in Atlanta, Georgia. Mr. Suarez helped form and became the Manager of the bank’s Private Banking Group. From 1987 until 1992, Mr. Suarez worked with Buckhead Bank (which merged with Chattahoochee Bank) in the Midtown Atlanta market as Vice President and Manager of the bank’s second largest corporate office, which was known as the Midtown Banking House. During 1992 and 1993, he also served as President of The Ayoub Group, Inc., a small merchant bank owned by a former CFO of the Coca Cola Company. From late 1993 until 2000, Mr. Suarez worked with Alex Brown & Sons, a Baltimore-based investment banking firm, which subsequently became part of Bankers Trust and Deutsche Bank. As a Vice President and Manager for the Latin America Region, Mr. Suarez led a team of institutional brokers, private bankers and investment bankers, which covered the region’s banks, mutual funds, and family offices. From 2000 until early 2002, Mr. Suarez was the Chairman and Chief Executive Officer of Meritspan Holdings, Inc., a company funded primarily by venture capital that provided technology and consulting services to Fortune 500 companies. Beginning in 1999, Mr. Suarez was the co-founder and lead organizer of the United Americas Bank, N.A., headquartered in Fulton County. Mr. Suarez resigned from his position as Vice Chairman of the holding company board at United Americas Bank to lead the formation of Midtown Bank & Trust Company. Mr. Suarez is active in various civic and philanthropic causes in the Atlanta and Midtown communities. He currently serves on the Advisory Board of the National Monuments Foundation Board, the Board of the Piedmont Park Conservancy, and the Emory University Alumni Board of Directors. He is a (class of 2004) member of the Society of International Business Fellows (SIBF), a regional organization of business owners and executives, which is dedicated to the expansion of international trade in the southeast. Mr. Suarez graduated from Emory University in 1981 and attended Georgia State’s MBA program during 1983 and 1984. Mr. Suarez was raised in South Florida, has lived in Atlanta for more than 28 years, and currently resides in Buckhead.

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.

Moe Veissi is the President and founder of Veissi & Associates, Inc., REALTORS. This firm is , based in Miami, Florida and provides full-time professional real estate representation and consulting with specialization in the Residential, Commercial, Industrial, & Agricultural sectors in S. Florida as well as across the United States. Moe is active in a number of important business and real estate industry organizations including the National Association of REALTORS where he is a member and chairman of various committees including National Strategic Planning and the National Realtors Political Action Fundraiser Committee. He has also served in various senior executive positions of the Florida Association of REALTORS including President (2002), Vice-President – Secretary (2000), Treasurer (1999), and Chief Legislative Layman Lobby for Florida and Washington (1990). Locally he has served as President (2007) and Treasurer of the REALTOR Association of Greater Miami & the Beaches as well as President and Treasurer of the Coral Gables Board of Realtors. He has served as an Adjunct Professor of Real Estate at Miami-Dade Community College, Barry University and the University of Miami. Often featured on radio and television as a real estate industry expert, he has also published numerous articles on real estate. Moe has strong experience with a large array of private and large institutional clients that include many Fortune 500 companies.

George Wachsmann has a B.S. in Economics from Universidade de São Paulo and received his M.Sc. in Management Science & Engineering from Stanford University. Former partner at Fiducia Asset Management, where he was in charge of Advisory, Asset Allocation and Fund of Funds. From 2001 to 2004 George was responsible for the Fund of Funds Division at Unibanco, and coordinated onshore and offshore investment funds evaluation activities. He also worked at Dresdner RCM Global Investors, in San Francisco, and was offshore funds manager and investments analyst at UAM’s Quantitative Research Division.

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.