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

Speakers

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Shaun Abrahamson speaking at Private Banking Latin America 2014
Shaun Abrahamson
CEO & Co-Founder
Urban.Us

Shaun founded Urban.Us to help startups that make cities better. Urban.Us is a global community of investors, advisors and city representatives that find and work with startups in areas like mobility, low energy buidlings, service delivery and resilience.    Before Urban.Us he invested in some of todays most successful startups including...

Alexander Acosta speaking at Private Banking Latin America 2014
Alexander Acosta
Former U.S. Attorney, Dean
Florida International University College of Law

R. Alexander Acosta became the second dean of the College of Law at Florida International University in 2009. A native of Miami and first-generation lawyer, Dean Acosta earned his undergraduate degree from Harvard College and his law degree from Harvard Law School. After serving as law clerk to Justice Samuel A. Alito, Jr., then a judge on the...

Mr Alexei Antoniuk speaking at Private Banking Latin America 2014
Mr Alexei Antoniuk
Director
The Rebel Yell Family Office

Mr Gerard Aquilina speaking at Private Banking Latin America 2014
Mr Gerard Aquilina
Global Family Office Advisor and Ex-Vice Chairman, Global Emerging Markets
Independent

Gerard has held senior management positions at the global level at Merrill Lynch, HSBC, Barclays and most recently at UBS where as Vice Chairman for Global Emerging Markets, he oversaw the bank’s relationships with key clients. Prior to his career in Wealth Management, Gerard worked as an investment banker and international lawyer in the...

Mr Alfonso Baigorri speaking at Private Banking Latin America 2014
Mr Alfonso Baigorri
Managing Director and Regional Director
Bessemer Trust

Mr. Baigorri manages the Miami office as Regional Director. He oversees the firm's client and wealth advisory efforts in southern Florida for domestic and international families.   Mr. Baigorri has more than 20 years of experience in the banking and legal fields.  Throughout his career, he has advised foreign and United States ultra high ...

Larry Behar speaking at Private Banking Latin America 2014
Larry Behar
Attorney
Behar Law Group

Attorney Behar was raised in Montreal, Canada. After securing an undergraduate degree from McGill University and a civil law degree from the University of Montreal, he completed his common law education at Nova Southeastern University in Fort Lauderdale in 1979 and was admitted to the Florida Bar in the same year. With the support of the...

Mr Michael A Blank speaking at Private Banking Latin America 2014
Mr Michael A Blank
Managing Director
Andbank

Ms Annelien Bruins speaking at Private Banking Latin America 2014
Ms Annelien Bruins
Chief Operating Officer, Senior Art Advisor
Tang Art Advisory

Annelien Bruins has operated in the international art world for 15 years. She started her career in 2001 by managing privately-owned collections of art, antiques and collectibles. In 2007 she set up London-based Bruins Private Collections Consultancy through which she advised her private and corporate clients in Europe, the US and Asia on art...

Ana Cabral-Gardner speaking at Private Banking Latin America 2014
Ana Cabral-Gardner
Managing Partner & Co-Founder
A10 Investimentos e Assessoria

Ms Isabella Cagnazzo speaking at Private Banking Latin America 2014
Ms Isabella Cagnazzo
Research Director
Celent

Isabella Fonseca is a Research Director within Celent's Wealth Management group. Mrs. Fonseca's current research focuses on wealth management technology in both Europe and North America. Mrs. Fonseca has written extensively on wealth management trends, retail brokerage, financial planning, advisor platforms, and digital technologies...

Mr Juan Carlos Ojeda speaking at Private Banking Latin America 2014
Mr Juan Carlos Ojeda
Head of Private Wealth Management
Banchile

Jorge Carstensen speaking at Private Banking Latin America 2014
Jorge Carstensen
Managing Partner
Sophos Advisors

Jorge Carstensen is the lead wealth management advisor to client families at Helvetica 1890 Family Wealth. Jorge has over fifteen years of financial experience having worked with international clients at institutions such as Itaú Private Bank and Royal Bank of Canada. Previously Jorge was a senior advisor in a Mexico-based single family office...

Margarita Coronado speaking at Private Banking Latin America 2014
Margarita Coronado
Directora de Fondos de Capital Privado
Bancoldex

Business Administrator from Universidad Autónoma de Bucaramanga, holds a Corporate Finance Specialist degree from CESA. Margarita worked for five years in Colpatria Bank, where she served as a Business and Corporate Credit Analyst, and then as a deputy Credit Manager. She worked for the Pension Fund Colfondos, from 2001 until 2013, where she...

Mr John Coronel speaking at Private Banking Latin America 2014
Mr John Coronel
Vice President, Key Account Executive
Sun Life Financial International

As Vice President, Key Account Executive for Sun Life Financial International, John is responsible for global business development and managing executive relationships between financial institutions based in the USA and Canada. Previously, John was the Regional Vice President and covered South America. Prior to establishing himself as an RVP at...

Joan Crain speaking at Private Banking Latin America 2014
Joan Crain
Senior Director, Wealth Strategist
BNY Mellon Wealth Management

Ernest Dawal speaking at Private Banking Latin America 2014
Ernest Dawal
Chief Investment Officer, SunTrust Banks and
GenSpring Family Offices

Ernie Dawal is the chief investment officer of Wealth & Investment Management for SunTrust Banks, Inc. and for GenSpring Family Offices, an affiliate of SunTrust Bank. In these roles, Ernie is responsible for oversight of the investment strategy for all business units within Wealth & Investment Management and for oversight of GenSpring’s ...

Mr Emerson de Pieri speaking at Private Banking Latin America 2014
Mr Emerson de Pieri
Head of Latin America
Barings Investments

Emerson is a Lawyer, graduated at Sao Paulo’s Metropolitan University, with Master in Business Administration at McGill University (Canada) and Ph.D. in International Relations at Sao Paulo University. He worked in institutions like Banco Nacional, Crédit Lyonnais, Siemens and as Vice-President for Latin America, Private Banking Division at...

Christopher de Souza speaking at Private Banking Latin America 2014
Christopher de Souza
Director
Broadview Ventures

Christopher de Souza, PhD, shares responsibility for the day-to-day operations of Broadview Ventures, including business development strategy, identification and screening of new investment opportunities, negotiation of partnering terms and deal structure, as well as portfolio company board involvement. He leverages 20 years of experience in...

Faquiry Diaz speaking at Private Banking Latin America 2014
Faquiry Diaz
Chief Executive Officer
Tres Mares Group

Faquiry Diaz Cala is a venture capital/private equity investor in the Latin American and U.S. regions.   He is the President and CEO of the Tres Mares Group, an innovation-driven holding company that invests and co-invests alongside successful Venture Capital/Private Equity funds and multilateral organizations throughout Latin America and...

Mr Elliot Dornbusch speaking at Private Banking Latin America 2014
Mr Elliot Dornbusch
Founding Partner & CEO
CV Advisors

Elliot Dornbusch is an economist and Chief Executive Officer of CV Advisors. In addition to co-founding the Firm and serving as one of the Family CIO’s, Mr. Dornbusch sits on the Investment Committee where he is responsible for formulating the Firm’s macro-economic view. He is also responsible for developing CV’s proprietary analytic software...

Mr David Dorr speaking at Private Banking Latin America 2014
Mr David Dorr
Managing Principal
Dorr Asset Management

David Dorr's background in alternative asset classes stems from his experience in longevity risk markets. He was the founder and CEO of Life-Exchange, Inc., the first electronic exchange platform for the trading of longevity assets between hedge funds, private equity funds, insurance companies, and global investment banks.David has been a...

Andrew Dreaneen speaking at Private Banking Latin America 2014
Andrew Dreaneen
Head of Schroders GAIA Product & Business Development
Schroders

Andrew is Head of Product and Business Development for the market leading UCITS hedge fund platform Schroder GAIA: - hedge fund product specialist (Equity Long/ Short, Credit Long/ Short, Event Driven, Distressed Debt & Equity) - global hedge fund sales experience - the Schroder GAIA hedge fund range has raised over $6bn in 5 years...

Christopher Finlay speaking at Private Banking Latin America 2014
Christopher Finlay
Chairman
Lloyd Jones Capital

Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the ...

Ms Annette Franqui speaking at Private Banking Latin America 2014
Ms Annette Franqui
Partner
Forrestal Capital

Annette Franqui is one of the founding partners of Forrestal Capital, a business and financial advisor formed in 2003 to address the needs of the selling shareholders of Panamco, a Coca Cola bottler operating in Latin America. Ms. Franqui was the Chief Financial Officer for Panamco, from April 2001 until its sale.  In 2007, Forrestal Capital...

Humberto Garcia de Alba speaking at Private Banking Latin America 2014
Humberto Garcia de Alba
Director Global Wealth
BBVA Bancomer

- Currently Chief Investment Strategist for Private Banking at BBVA Bancomer - Previous positions at BBVA: Latam Executive Director Asset Management Product Development, Executive Director Product Development in Asset Management, Chief Strategist at BBVA Bancomer Brokerage - Other positions prior to BBVA: Equity Portfolio Manager at Citibank ...

Bruno Ghio Castillo speaking at Private Banking Latin America 2014
Bruno Ghio Castillo
Head of Family Offices
Banco de Credito del Peru

Bruno brings extensive experience in the Asset and Wealth management profession , having held positions as Executive Director Private Banking at J.P.Morgan New York,  Head of  JV Carlyle-BCP,  Head of Asset Management BCP, Deputy General Manager Credicorp Securities and Senior Vice President of ASB in charge of Asset Management business, among...

Enrique Gonzalez, Esq. speaking at Private Banking Latin America 2014
Enrique Gonzalez, Esq.
Managing Partner
Fragomen, Del Rey, Bernsen & Loewy

Enrique Gonzalez is the Managing Partner of Fragomen’s Florida office. Enrique’s practice is broad based and includes counseling companies, institutions and individuals. He has significant experience related to managing the immigration compliance programs for companies and institutions engaged in a wide range of activities/industries including:...

Mr Benjamin Gordon speaking at Private Banking Latin America 2014
Mr Benjamin Gordon
Managing Partner, Cambridge Capital, CEO
BGSA

Benjamin Gordon is Managing Partner of Cambridge Capital. He draws on a career spent building supply chain companies. As CEO of BGSA, Mr. Gordon led the firm’s efforts, advising on over $1 billion worth of supply chain transactions.  Mr. Gordon has worked with firms like UPS, DHL, Kuehne & Nagel, Agility Logistics, PWC Logistics, National...

Jeff Greene speaking at Private Banking Latin America 2014
Jeff Greene
Entrepreneur, Real Estate Mogul, and
Former US Senate Candidate

Jeff Greene made the bulk of his fortune buying credit-default swaps on subprime mortgage-backed bonds in 2007. Since then he's been buying Florida real estate, particularly in Palm Beach. He also owns 3,500 apartments in Los Angeles and 3 buildings in downtown Manhattan that have jumped in value since he bought them over the past couple of...

Mr Barry Gurland speaking at Private Banking Latin America 2014
Mr Barry Gurland
Managing Partner
Madison Family Office Llc

Mr Thomas Haladner speaking at Private Banking Latin America 2014
Mr Thomas Haladner
CEO
Deep Data

Tim Harrington speaking at Private Banking Latin America 2014
Tim Harrington
President
BattleFin

Juan Iglesias speaking at Private Banking Latin America 2014
Juan Iglesias
CEO, Bahamas
Andbank

Mr. Iglesias is the Chief Executive Officer of Andbank (Bahamas) Limited. He is an internationalPrivate Banker with extensive experience in private banking and wealth management, particularlyin the development of business in the LATAM market. Prior to relocating to Nassau he held variouspositions at prestigious financial institutions throughout...

David Isacovici speaking at Private Banking Latin America 2014
David Isacovici
Vice President
Lyxor Asset Management

David Isacovici is a Vice President of Business Development at Lyxor Asset Management Inc, a wholly-owned subsidiary of Societe Generale Group. Mr. Isacovici joined Lyxor in September 2014 and is responsible marketing the firm’s alternative investment strategies to family offices, private banks and insurance companies. Prior to joining Lyxor, he...

Ms Christina Kappaz speaking at Private Banking Latin America 2014
Ms Christina Kappaz
Portfolio Manager
Cimarron Capital Partners

Christina Kappaz joined Cimarron Capital Partners in 2009 to lead the firm’s business development in Latin America.  Cimarron is a private equity asset manager that provides investors with a full range of services from conducting due diligence on an outsourced basis, to managing independent client accounts and managing capital within a customized...

Mr Joseph Kellogg speaking at Private Banking Latin America 2014
Mr Joseph Kellogg
Head of Wealth Planning
WE Family Offices

Mr Paul Koch speaking at Private Banking Latin America 2014
Mr Paul Koch
Chief Executive Officer, Founder
ALTASOL

Mr Salomon Konig speaking at Private Banking Latin America 2014
Mr Salomon Konig
Partner, Chief Investment Officer
Talisman Family Alliance

Mr. Salomon Konig is currently a partner, Chief Investment Officer at Aquila Associates, LLC, located in New York and Miami.Throughout his career, he has worked for Patricof & Co. Venture Partners as an early stage scout, and was the founder and managing partner for Inversiones.com, MetalKaes, Revista...

Mr Charles Krusen speaking at Private Banking Latin America 2014
Mr Charles Krusen
Chief Executive Officer, CIO, Krusen Family Office
Krusen Family Office

Jean Pierre Lacombe speaking at Private Banking Latin America 2014
Jean Pierre Lacombe
Chief Global Markets and Strategy
IFC, The World Bank

Jean Pierre Lacombe presently leads the Global Markets & Financial Engineering team in IFC’s Portfolio and Operational Risk Department. Prior to joining IFC, he spent 12 years in the private sector, working for Lehman Brothers and Barclays Bank in New York, Hong Kong, Sao Paulo and London. He has degrees in Mechanical Engineering and...

Ms Maria Elena Lagomasino speaking at Private Banking Latin America 2014
Ms Maria Elena Lagomasino
Managing Partner & CEO
WE Family Offices

  Maria Elena (Mel) Lagomasino has worked with financially successful families for more than three decades.  As CEO and managing partner of WE Family Offices, a global family office serving ultra high net worth families, she engages client families to build their wealth enterprises and provides the support and control they need to manage their ...

Tom Lapointe speaking at Private Banking Latin America 2014
Tom Lapointe
Lead Portfolio Manager
Third Avenue Management L.L.C.

Mr. Lapointe joined Third Avenue in 2009. With his arrival, the firm launched the Third Avenue Focused Credit Fund to invest in high-yield debt, bank debt, convertible securities, DIP securities, distressed situations and debt for equity reorganizations. Mr. Lapointe has led the Firm’s participation in more than 50 restructurings over the last...

Fidelma Leonor Fariñas-Cobas speaking at Private Banking Latin America 2014
Fidelma Leonor Fariñas-Cobas
Vice President, International Key Accounts
Sun Life Financial International

As Vice President of International Key Accounts for Sun Life Financial, Fidelma is responsible for the development of global distribution relationships with the executive teams at firms throughout Latin America and the Caribbean. Previously, Fidelma served as Regional Vice President, working with financial advisors in territories including...

Gonzalo Lopez Jordan speaking at Private Banking Latin America 2014
Gonzalo Lopez Jordan
Managing Partner
American Regional Center Group

Mr. Lopez Jordan is a manager and co-founding partner of American Regional Center Group (“ARCG”) and is also CEO and founding partner of Patagonia Financial Holdings, a value oriented Private Equity Firm.  After extensively researching the EB-5 industry on behalf of several clients, Mr. Lopez Jordan oversaw Patagonia’s entrance to the EB-5...

Marc LoPresti speaking at Private Banking Latin America 2014
Marc LoPresti
Co-Founder
BattleFin

Marc is the Founder of LoPresti Law Group, PC is a co-founder of BattleFin Group, LLC and BattleFin Asset Management, LLC, and is a recognized authority on alternative investments.  LoPresti Law Group, PC was recently awarded the 2014 International Hedge Fund Awards “Securities Law Firm of the Year”.  Marc has structured and launched numerous...

Mr Shalin Madan speaking at Private Banking Latin America 2014
Mr Shalin Madan
Managing Director
Strenta Investment Management

Ms Jennifer Magana speaking at Private Banking Latin America 2014
Ms Jennifer Magana
Vice President & Director, Private Equity
SouthOcean Capital Partners

Mr Steven Mason speaking at Private Banking Latin America 2014
Mr Steven Mason
Portfolio Manager
Collins Capital Investments, LLC

Mr. Mason began his career with Weil Gotshal & Manges, a leading international law firm, specializing in mergers & acquisitions, securities and corporate transactions. Prior to joining Collins, he worked in the Financial Sponsors Group at Banc of America Securities. Mr. Mason earned his J.D. from UNC Chapel Hill School of Law, and...

Mr David Mccombie speaking at Private Banking Latin America 2014
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...

Mr Alejandro Moreno speaking at Private Banking Latin America 2014
Mr Alejandro Moreno
VP, Head of Global Relationships
Sun Life Financial

As Head of Global Relationships at Sun Life Financial International, Alejandro brings over 16 years of perspective and experience in financial organizations operating globally. Alejandro and his team partner with global financial firms to provide solutions, ideas and support to their wealth management needs, strategies and initiatives, utilizing ...

David Namdar speaking at Private Banking Latin America 2014
David Namdar
Managing Partner & Portfolio Manager
Abundance Capital, LLC

David has a decade of international business and financial market experience and currently is the Head of Trading at SolidX, where he addresses bespoke swaps and other derivative products on behalf of institutional investors seeking exposure to alternative asset classes. He has significant trading expertise in equities, derivatives and foreign...

Julie Neitzel speaking at Private Banking Latin America 2014
Julie Neitzel
Partner
WE Family Offices

Julie Neitzel has worked with wealthy families for more than two decades. Having joined the firm in January 2013, she serves as a partner and advisor, working with client families to provide advice and oversight regarding all of their financial needs. She has an extensive background in the family office arena and in family wealth enterprise...

Ricardo Newark speaking at Private Banking Latin America 2014
Ricardo Newark
President
Newstrop Consulting

Ricardo Newark is Newstrop Consulting Founder and President. He is the primary clients' interface and leads the development of consulting engagements. Newstrop Consulting delivers strategy and operations solutions, taking the "know how" of large enterprises to medium-sized businesses.Newark has a successful track record in...

Mr Camilo Nino speaking at Private Banking Latin America 2014
Mr Camilo Nino
Director
Martinez Bravo Family Office

  Camilo Nino is a Partner at multi-family office Akro Group.

Rodolfo Paiz speaking at Private Banking Latin America 2014
Rodolfo Paiz
Senior Partner
PT Family Office

Rodolfo is a third-generation member of a highly successful business family from Guatemala with a reputation for honor and integrity unmatched in the region. The Paiz family's main business grew from its start in 1928 into the leading retail chain in Central America before merging its 500 stores with Wal-Mart Mexico (WALMEXV) in...

Ms Carol Pepper speaking at Private Banking Latin America 2014
Ms Carol Pepper
Chief Executive Officer and Founder
Pepper International LLC

Mr Diego Polenghi speaking at Private Banking Latin America 2014
Mr Diego Polenghi
Managing Director, LatAm
International Planning Group

Ethan Powell speaking at Private Banking Latin America 2014
Ethan Powell
Chief Product Strategist and Executive Vice President
Highland Capital Management Fund Advisors

Mr. Powell is Chief Product Strategist at Highland Capital Management Fund Advisors, L.P.  In this role he is responsible for evaluating and optimizing the registered product lineup offered by Highland. Additionally, Mr. Powell works with portfolio managers and wholesalers on appropriate positioning of strategies in the market place. Prior to his...

Luis Quijano Axle speaking at Private Banking Latin America 2014
Luis Quijano Axle
Head of Financial Services
The Yucatan Consulting Group

Ashok Rajan speaking at 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

Suresh Rajan speaking at Private Banking Latin America 2014
Suresh Rajan
CEO
LCR Capital Partners

Mr. Rajan is the Chief Executive Officer of LCR Capital Partners LLC. Prior to launching LCR, Suresh served as President and CEO of Java Nova LLC, a private equity funded franchisee of Dunkin Donuts. An experienced QSR operator, Suresh’s focus was on real estate selection, market development, finance and human resources. Suresh previously...

Bryan Reyhani speaking at Private Banking Latin America 2014
Bryan Reyhani
Executive Director
SolidX Partners

Bryan has 15 years of experience in the financial services industry in connection with commodities, derivatives, foreign currency trading, structured products and complex trusts, and the corresponding regulations.  He also has extensive experience with Bitcoin in the institutional investor arena, has provided advice to clients worldwide regarding...

Preston Root speaking at Private Banking Latin America 2014
Preston Root
President
Root Family Board of Directors

Preston Root is president of the Root Family Board of Directors, a position that has been continuously occupied by a family member for 110 years. He is the great grandson of C.J. Root who founded Root Glass Company in Terre Haute, Indiana in 1901. Root Glass Company designed, patented and manufactured the original 6 and 1/2 ounce Coca-Cola...

Kirby Rosplock speaking at Private Banking Latin America 2014
Kirby Rosplock
Founder and CEO
Tamarind Partners

Kirby Rosplock, PhD is a recognized researcher, innovator, advisor, author, and speaker in the family business and family office realms. For the last decade, Dr. Rosplock was director of research & development at GenSpring Family Offices, based in Jupiter, Florida, one of the most prominent multi-family offices in the U.S.  As the founder of ...

Felipe Ruiz speaking at Private Banking Latin America 2014
Felipe Ruiz
Founder
International Wealth Planners

Felipe Ruiz is a wealth Planner with thirteen years experience working for international families in protecting, preserving and facilitating the transfer of their wealth. He consults with select families and their independent advisors on their short and long-term goals and objectives while addressing their concerns and overall risks. He also...

Katina Stefanova speaking at Private Banking Latin America 2014
Katina Stefanova
Founding Partner & CIO
Marto Capital

Katina Stefanova served as a Senior Executive and Management Committee Advisor at Bridgewater Associates, a globally recognized investment manager and the largest hedge-fund in the world. Ms. Stefanova joined Bridgewater as a Senior Investment Associate in Account Management and trained in Dalio’s systematic macro-economic investment strategy...

Mr Aaron Steinberg speaking at Private Banking Latin America 2014
Mr Aaron Steinberg
Director
Pershing A. B.N.Y. Mellon Company Llc

Mr Matthew Storm speaking at Private Banking Latin America 2014
Mr Matthew Storm
Founding Partner & COO
CV Advisors

Mr Matthew Storm speaking at Private Banking Latin America 2014
Mr Matthew Storm
Founding Partner & COO
CV Advisors

Matthew J. Storm is a co-founder and Partner of CV Advisors and one of the Firm's Family CIO’s.  Mr. Storm sits on the Firm’s Investment Committee and he also serves as CV Advisor's Chief Compliance Officer.  Mr. Storm started his career as a commodities trader and subsequently worked for the Monitor Group, an international strategy...

David Teten speaking at Private Banking Latin America 2014
David Teten
Partner
ff Venture Capital

David is a Partner with ffVC.  He serves on the board of Whisk and formerly served on the board of Ionic Security. He has advised in the past Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners ($1.4b fund), and Birch Hill Equity Partners (C$2B fund).  He is Founder and Chairman Emeritus of Harvard Business School Alumni...

Mr Edouard Thijssen speaking at Private Banking Latin America 2014
Mr Edouard Thijssen
Co-founder
Trusted Family

Edouard Thijssen is one of the co-founders of TrustedFamily. With a passion for technology and innovation, he identified a gap in the market for a communications platform constructed specially for a niche, affluent group to communicate efficiently in a secure manner. Age 21, he established TrustedFamily. Edouard is a graduate of the Solvay...

Mr Santiago Ulloa speaking at Private Banking Latin America 2014
Mr Santiago Ulloa
Founder & Managing Partner
WE Family Offices

Founder and Managing Partner, Santiago Ulloa is responsible for the firm’s overall international business strategy. Mr. Ulloa founded the firm in 2000, then called TBK Investments, to counsel and advise high net worth families from around the world. In August of 2007, TBK joined forces with GenSpring Family Offices and he served as president of...

Stephen Weiss speaking at Private Banking Latin America 2014
Stephen Weiss
Managing Partner
Short Hills Capital Partners

Stephen Weiss is the Chief Investment Officer and Managing Partner of Short Hills Capital Partners, an alternative investment fund primarily established to invest the personal wealth of David Tepper, widely regarded as the industry’s most successful investor. SHCP opened to outside investors in 2014. A former tax attorney, Steve has been in the...

Isabelle Wheeler speaking at Private Banking Latin America 2014
Isabelle Wheeler
Head of Investment Strategy
Bnp Paribas

Isabelle has over 25 years experience in private  banking for Latin American clients, in both relationship management and investment management. She received a BA from the University of Virginia, holds the CFA  designation and FINRA licenses 4, 7 and 24. She is currently a member of the Board of  Directors of FIBA (Florida International...

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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
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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
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International Planning Group at Private Banking Latin America 2014
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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