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

Mr David Mccombie | President and Founder
McCombie Group LLC

Mr David Mccombie, President and Founder, McCombie Group LLC

  David McCombie founded McCombie Group, LLC— An innovative private investment firm backed by a network of significant family offices and ultra-high net worth individuals from across the Americas. A thought leader on private equity, he has been a featured speaker at international investment conferences, and teaches a course at the University of Miami School of Business based upon his upcoming book on the subject: “The Family Office Practitioner’s Guide to Direct Investments.” David is a former McKinsey & Company management consultant—A specialist in corporate strategy, he managed multiple client teams across a variety of industries to quickly develop strategic recommendations within complex, uncertain environments. In 2009, he was selected as a McKinsey Global Institute Fellow to further develop the firm‘s regulatory capabilities (approximately 10 of 10,000 McKinsey consultants selected/ year). Prior to joining McKinsey, he briefly worked as an associate within the financial institution group at Citigroup Global Banking in New York. David graduated from Harvard Law School where he focused on corporate law & negotiation strategy, and also did extensive coursework in corporate finance at the Harvard Business School. His thesis, “Hispanic Private Equity: A Cultural Approach to Achieving Superior Investment Returns” was published in the Harvard Latino Law Review. He graduated Phi Beta Kappa from the University of Miami with a degree in Economics/Finance, where he was a Cuban American National Foundation Mas Scholar. A committed member of the South Florida community, David currently serves as Chairman of the Advisory Board of HistoryMiami. He is also a licensed Florida attorney.  

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Appearances coming up:

Day 2


@ 11.40
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)

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