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 Shalin Madan | Managing Director
Strenta Investment Management

Mr Shalin Madan, Managing Director, Strenta Investment Management

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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