Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Agenda

Private BankingFamily Office
8am
Breakfast & Registration
9am
Chairman's Opening Remarks
9.10am

Keynote address: Balancing profitability in a compliance driven culture

  • Tax, fraud and corruption; what are the warning signs?
  • How can we improve the industry’s image
  • The future of banking post-UBS

Keynote address: Balancing profitability in a compliance driven culture
9.40am

Keynote Q&A: Women & wealth: how to effectively reach women wealth owners

Keynote Q&A: Women & wealth: how to effectively reach women wealth owners
10.05am
Crowdfunding real estate investments
10.20am
Speed Networking & Morning Break
11.10am
Panel: Liquid alternatives: the convergence of hedge funds and mutual funds

Roundtables

Multi-family offices competing with private banks and the pros and cons of full service model

Moderator:  Jorge Carstensen, Head of Wealth Management, Grupo Bancredito

Michael Blank, Managing Director, Andbank

 

 

Why now is the perfect time to invest in US multifamily real estate

Moderator: Christopher Finlay, Chairman & CEO, Lloyd Jones Capital

 

 

Succession planning: how to fulfill the complex and differing needs of multi-generation family members

Moderator: Alexei Antoniuk, Director, The Rebel Yell Family Office

 

 

Smart money: how can family offices determine the next disruptors in urban transportation and real estate?

Moderator: Shaun Abrahamson, CEO and Co-Founder, Urban.Us

Stonly Baptiste, COO and Co-Founder, Urban.Us

 

 

 

Roundtable leaders and co-leaders include

Roundtables
11.50am

Private Banking LatAm Roundtables

Investing in illiquid real estate in South America
Moderator: Juan Carlos Ojeda, Head of Wealth Planning, Banchile (Chile)

 

Investing in Colombia from the government p erspective

Margarita Coronado, Directora de Fondos de Capital Privado, Bancoldex

 
 
 
Art investments; managing illiquidity, opacity and transaction costs
Moderator: Annelien Bruins, Chief Operating Officer, Senior Art Advisor, Tang Art Advisory (US)
Ronald Varney, Principal, Ronald Varney Fine Art Advisors (US)
 
 
Protectors of trusts; the evolving role of protectors, possible risks, and the potential benefits
Moderator: Felipe Ruiz, Founder, International Wealth Planners (US)
 
 
Sourcing angel investments: AngelList, intermediaries (don’t!), and your network
Moderator: Faquiry Diaz, CEO, Tres Mares Group
 
 
 
 
 
 
 

Private Banking LatAm Roundtables

Panel: Wealth management for global families; working with non-U.S. clients with multi-national family members

·         Family governance dynamics
·         Planning; taxation and buying power
·         Reporting; FATCA and transparency

Panel: Wealth management for global families; working with non-U.S. clients with multi-national family members
12.30pm
Networking Lunch
1.45pm

Panel Debate: Family Offices and Private Banks – conflict or collaboration?

·         Conflicts of interests and ethical investment dilemmas
·         Why family offices need strategic relationships with wealth managers
·         Managing assets vs. managing asset managers
·         High touch services; who has the advantage?
·         Hidden benefits and disadvantages

Panel Debate: Family Offices and Private Banks – conflict or collaboration?
2.25pm

Unstoppable forces

·         The power of HNW women
·         The future of wealth is now
·         Engaging future clients today

Unstoppable forces

Americas Family Office Forum Roundtables

How to ensure security and privacy within your family and family office; social media breaches and risk management of file sharing and email usage
Moderator: Edouard Thijssen, Co-founder TrustedFamily, 5th generation member, Aliaxis Group  (US)
 
 
How can I get the most impact from my philanthropic strategies?
Moderator: Christopher de Souza, Director, Broadview Ventures (US)
 

Bitcoin: why family offices should understand this uncorrelated asset class

Bryan Reyhani, Executive Director, SolidX Partners

David Namdar, Head of Trading, SolidX Partners

 
Angel investing: does it pay off for family offices?...Only if you understand the “power law”

Moderator: Salomon Konig, Partner, Aquila Associates (US)

 

 

Links to all speakers during this 2:25pm session are below

Americas Family Office Forum Roundtables
2.55pm
U.S. Immigration for High Net Worth Individuals
3.15pm

The EB-5 Program: Key Metrics to Consider in Evaluating an EB-5 investment

The EB-5 Program: Key Metrics to Consider in Evaluating an EB-5 investment
3.45pm
Afternoon Networking Break
4.30pm

The liquidity premium, does private equity pay and if so in what format? -direct investing vs. investing funds

The liquidity premium, does private equity pay and if so in what format? -direct investing vs. investing funds
4.50pm

Wealth Technology Showcase

Uncover the new tech innovations for family offices and banks during this fun action packed competition. Each entrant gets 5 minutes to pitch their product before you decide who has the X factor!

Presentations from:

  • Tom Haladner from Deep Data

  • Tim Harrington from Battlefin

Wealth Technology Showcase
5.20pm
Chairman's Closing Remarks
5.25pm

Pool Party

Network poolside with HNWIs, family offices, and private banks while enjoying cocktails, hors d'oeuvres and live music!
Pool Party

Private BankingFamily Office
8am
Breakfast & Registration
9am
Chairman’s Opening Remarks
9.10am

The growing role of family offices in LatAm as alternative providers of capital to SMEs

·         Piquing clients’ interests by forming investor clubs
·         Opportunities and partnerships with law firms and accountancies
·         The importance of having the right experienced people for your co-investments

The growing role of family offices in LatAm as alternative providers of capital to SMEs
9.40am

The Virtual Handshake: you found your spouse online, why aren’t you finding your investments online?

The Virtual Handshake: you found your spouse online, why aren’t you finding your investments online?
10am
Networking and Morning Break
11am

Panel: How can the modern investor develop the optimal portfolio to invest in the Americas

·          Do private banks and family offices need to change the way they look at asset allocation and portfolio construction?
·          What are the benefits of liquid alternative investment strategies with a low correlation to mainstream market returns?
·          Selecting funds vs. co-investments vs. direct investments
·          Should the modern wealth advisor leapfrog investment services?

Panel: How can the modern investor develop the optimal portfolio to invest in the Americas
11.40am

Panel: What do private banks need to do in order to retain top talent?

·         Financial fees, structures, and incentives
·         Human resources
·         Leveraging technology infrastructure

Panel: What do private banks need to do in order to retain top talent?

Americas Family Office Forum Roundtables

Empowering your trustee: institutional trustees vs. family members and ensuring positive relationships
Moderator: Preston Root, 5th gen President, Root Family Board of Directors (US)
 
 
 
How global events are impacting our investment decisions
Moderator: Shalin Madan , Managing Director, Strenta Investment Management (US)
 
 
How to deal source effectively as a family office: competing with PE firms, identifying your unique value proposition, and managing tactical resources
Moderator: David McCombie III,  Founder and President, McCombie Group (US)

How to minimize risk blind spots in portfolio management through manager selection, strategic business partnerships, and a disciplined due-diligence process

Moderator: Katina Stefanova, Former Senior Executive and Management Committee Advisor, Bridgewater Associates (US)

Americas Family Office Forum Roundtables
12.20pm
Networking Lunch
1.35pm

Private Banking LatAm Roundtables

How will new money laundering laws and reforms foster the development of private banking in LatAm?
Moderator: Luis Quijano Axle, Head of Financial Services, Grupo Bepensa (MX)       
 
Angel investing: does it pay off for family offices?...Only if you understand the “power law”
Moderator: Salomon Konig, Partner, Aquila Associates (US)
 
Winning themes for early stage investments in the supply chain sector
Moderator: Benjamin Gordon , Managing Partner, Cambridge Capital, CEO, BGSA (US)

Private Banking LatAm Roundtables

Panel Debate: Single Family Offices vs. Multi Family Offices

·          Common assumptions and mistakes when determining your family office
·          Wealth management and investment strategies crucial to your ideology
·          How can you avoid inaccurately estimating the size of your wealth

Panel Debate: Single Family Offices vs. Multi Family Offices
2.15pm

Closing keynote: The global economy and market conditions – analyzing countries with sound demographic, income, productivity, and competitiveness trends with macro parameters

Closing keynote: The global economy and market conditions – analyzing countries with sound demographic, income, productivity, and competitiveness trends with macro parameters
2.45pm

Chairman's closing remarks and end of conference

Chairman's closing remarks and end of conference

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sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014