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

Ashok Rajan | Former U.S. Chief Investment Strategist, UHNW Office, ex-Merrill Lynch Global Private Client, Senior Partner
One Lindsley Partners

Ashok Rajan, Former U.S. Chief Investment Strategist, UHNW Office, ex-Merrill Lynch Global Private Client, Senior Partner, One Lindsley Partners

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Appearances coming up:

Day 2


@ 11.00
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?

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