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The best conference in 2010 for the Latin American wealth management and funds industry

Forge the relationships and acquire the knowledge that is crucial to succeeding in the
new market environment. Build new relationships with family offices, private banks, and investors.

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» calculate today's price now - the sooner you book, the more you save

For private bankers:

Gain best practice insight from some of the top firms operating in the region
Generate new deal flow by networking with family offices and advisors

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For family offices:

Learn about new investment strategies designed to protect your client's assets
Benefit from expert advice on best practices, effective decision-making, and the nuances of Latin family governance practices

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For fund managers:

Extended networking opportunities to grant you exclusive access to your potential clients
In-depth, pragmatic discussion of portfolio management and alternative investments

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Key conference themes include:

Key speakers include:

Daniel Mitchell

Senior Fellow and Tax Reform Expert

CATO Institute

David Bailin

Managing Director and Global Head of Managed Investments

Citi Private Bank

Edgar Fernandez

Director

Merrill Lynch Wealth Management

Salomon Konig

Managing Partner and Chief Investment Officer

H.A.M Wealth Management

Russell Deakin

Partner

CRP (Companhia de Participacoes)

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8 reasons why you can't afford to miss this events

Gain a complete picture of the region's wealth management landscape
More than 50 experts confirmed to speak - more speakers means more viewpoints

Regional focus, international reach
Connect with an esteemed speaker faculty
representing the Bahamas, Brazil, Canada, Colombia, Curaçao, Mexico, The Netherlands, Peru, Spain, Switzerland, and the United States

Meet new investors
Arrange meetings with Latin American and international family offices, private banks, funds, asset managers, and fund of funds

Explore all facets of the industry
Focused days dedicated to wealth management and preservation strategies, hedge funds and alternative investments, and a pre-conference workshop devoted to the Dutch Caribbean Securities Exchange

Find solutions to successfully navigating wealth management during turbulent times
From understanding regulatory and compliance
changes, to strategies for boosting the effectiveness of your portfolio

Make business deals
Learn with an optimal mix of family offices, private banks, funds managers and asset managers, in addition to ample networking time to forge new connections

Save time and money
Meet the best of the industry at one time in one
place

Engage in the conversations that will shape the wealth management industry
More than 12 interactive panel sessions allow you to become a part of the dialogue that will impact the future of Latin American wealth management practices

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» Looking for an event taking place sooner or in a different part of the world?

gold sponsors

silver sponsors

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conference details

Conference:

Day 1

May 11th 9am - 5:30pm

Day 2

May 12th - 5:30pm

Pre-conference workshop:
May 10th 9am - 1:30pm

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or call +1 212 379 6320