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    THE ORIGINAL EVENT FOR WEALTH MANAGERS IN THE AMERICAS

     

     

     
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    TACKLE THE LATEST REGULATORY ISSUES, OPPORTUNITIES AND STRATEGIES IN WEALTH MANAGEMENT

    REGISTER NOW

     

     

     

     

     

     

     

     

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    NETWORK WITH PRIVATE BANKS, FAMILY OFFICES & HNWIs

    REGISTER NOW

 

For the past 9 years, Terrapinn has run two co-located Wealth Management events in Miami: Private Banking LatAm and Americas Family Office Forum. Since these 2 industries have converged, we’ve simply decided to rename the event Wealth Management Americas.

 

CONFERENCE

Speak at Wealth Management Americas

With keynotes, interactive discussions and roundtables, Wealth Management Americas explores the newest wealth management technologies, operations and investments.

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EXHIBIT

Exhibit at Wealth Management Americas

This is the perfect platform to generate new leads, create brand awareness. No other marketing gets you in a room with so many Private Banks, Family Offices, and Wealth Managers .

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NETWORK

Network at Wealth Management Americas

We offer a variety of networking opportunities from Speed Networking to 1-2-1 Partnering sessions to ensure that you meet as many other attendees as possible in 2 days.

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"The topics were very current, you brought in high talent, the seminars and round tables were good, and the logistics were impeccable. The networking opportunities were also good in this semi-intimate setting, and the participants were from varied backgounds and professions, so there was something for everyone."


-Conference Delegate
 

 

WHO ATTENDS

Here's a glimpse of our past attendees

 

A10 Investimentos e Assessoria   Activa Capital   AMAP American Regional Center Group   Andbank    Apperley Family Office   Aquila Associates, LLC    Aster Family Advisors   Atmel Corporation    Aztec Group Inc     B.N.Y. Mellon    Banchile    Banco de Credito del Peru    Banco Do Brasil  Bancoldex     Bancredito Financial Services Barings Invest    BBVA Bancomer    Behar Law Group   Bessemer Trust    BGSA     Bnp Paribas    BNY Mellon International Wealth Management   Bremen Capital Group, Inc.    Broadband Capital Management    BroadSpan Capital    Broadview Ventures   Buttonwood Group Advisors    Celent CircleBack Lending, Inc.    Collins Capital Investments, LLC   Cultivate Ventures   Darling Capital   Deutsche A.W.M.     Devcon (TCI) Ltd.    Discovery Capital Management LLC    Dorr Asset Management    Efficient Capital Managment   EFG Bank    EFG Capital International Corp Egis Capital Partners    Endowment Research Group     EQCO    Exan Capital    F.P.B. Bank    Faubel Intl. Co.  Finenza   FINSER Asset Management     FOX (Family Office Exchange)  GenSpring Family Offices LLC   GFG Securities Glovista Investments   Greenberg Traurig    Grupo Bepensa   Guzman & Company   HBS Club of South Florida     Highland Capital Management Fund Advisors    HSBC     IFC, The World Bank   International Management Services Ltd.   International Wealth Planners   Itau Private Bank  JP Morgan    LCR Capital Partners   Limantour Family Fund Lloyd Jones Capital    LV Holdings    Lyxor Asset Management   Marto Investment Partners    McCarthy Family Foundation   Merill Lynch    Million Capital  Morgan Stanley    Mori Houston Partners    Capital Advisors     Netplus Capital LLC    New World Angels Northern Lights Financials    One Lindsley Partners    Oppenheimer Funds     Pantera Capital Partners  Pellas Development Group     Pepper International LLC   Pershing   Powell Investment Advisors    Preqin    Proexport    PT Family Office     RBC       River Cities Advisors    Root Family Board of Directors     Rose Capital Advisors    Royal Bank of Canada Trust Company (Bahamas) Limited  SAAT capital    Sabadell Bank     Santander    SAS Capital Advisors     Schroders    Scotiabank   Seagate Capital    Short Hills Capital Partners    SMK Realty & Investments LLC    Socialatom Ventures     SolidX Partners    STAR RESIDENTIAL GROUP   Strenta Investment Management    Sun Life Financial International     Sun Trust Investment Services Inc.    Tamarind Partners  The Rebel Yell Family Office     Third Avenue Management L.L.C.   Transcendent Investment Management  UBS   USDR Investment Management     Valumonics    Vanguard  W Family Office Watermark Capital Funding Partners   WE Family Offices     WealthTouch    Weiss, Alden & Polo, P.A.    Willis Group  WOL Partners  


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2015 Speakers Included:

  • Mr Mohammad Al Duaij at Wealth Management Americas 2015
    Mr Mohammad Al Duaij
    Managing Director
    Alea Global Group
    Mr Alexei Antoniuk at Wealth Management Americas 2015
    Mr Alexei Antoniuk
    Director
    The Rebel Yell Family Office
  • Mr Michael A Blank at Wealth Management Americas 2015
    Mr Michael A Blank
    Managing Director
    Andbank
    Eli Butnaru at Wealth Management Americas 2015
    Eli Butnaru
    CEO
    Mora Wealth Management, LLC
  • Ana Cabral-Gardner at Wealth Management Americas 2015
    Ana Cabral-Gardner
    Managing Partner & Co-Founder
    A10 Investimentos e Assessoria
    Mr Juan Carlos Ojeda at Wealth Management Americas 2015
    Mr Juan Carlos Ojeda
    Head of Private Wealth Management
    Banchile
  • Jorge Carstensen at Wealth Management Americas 2015
    Jorge Carstensen
    Family Wealth Advisor
    Ernesto de la Fe at Wealth Management Americas 2015
    Ernesto de la Fe
    Managing Director and Director of Wealth Management for Latin America
    Jefferies
  • Faquiry Diaz at Wealth Management Americas 2015
    Faquiry Diaz
    Chief Executive Officer
    Tres Mares Group
    Mr Michael Felman at Wealth Management Americas 2015
    Mr Michael Felman
    President
    MSF Capital Advisors
  • Ms Isabella Cagnazzo at Wealth Management Americas 2015
    Ms Isabella Cagnazzo
    Research Director
    Celent
    Mr Harris S. Fried at Wealth Management Americas 2015
    Mr Harris S. Fried
    Chief Executive Officer
    The Fried Family Office LLC
  • Daniel Goldstein at Wealth Management Americas 2015
    Daniel Goldstein
    Executive
    Independent Family Office
    Jorge Granier at Wealth Management Americas 2015
    Jorge Granier
    CEO
    Latin Everywhere
  • CEO J Bradley Hall at Wealth Management Americas 2015
    CEO J Bradley Hall
    CEO
    ICON CAPITAL RESERVE SA
    Carlos Hernandez-Artigas at Wealth Management Americas 2015
    Carlos Hernandez-Artigas
    Founding Partner
    Forrestal Capital
  • Mr Blair Hull at Wealth Management Americas 2015
    Mr Blair Hull
    Founder
    Ketchum Trading
    Mr Joseph Kellogg at Wealth Management Americas 2015
    Mr Joseph Kellogg
    Head of Wealth Planning
    WE Family Offices
  • Julie Neitzel at Wealth Management Americas 2015
    Julie Neitzel
    Partner
    WE Family Offices
    Ricardo Newark at Wealth Management Americas 2015
    Ricardo Newark
    President
    Newstrop Consulting
  • Mr Alberto Pagan-Matos at Wealth Management Americas 2015
    Mr Alberto Pagan-Matos
    Managing Director
    Glovista Investments
    Mr Ira Perlmuter at Wealth Management Americas 2015
    Mr Ira Perlmuter
    Managing Director
    T5 Equity Partners, llc
  • Ms Maria Pia Leon at Wealth Management Americas 2015
    Ms Maria Pia Leon
    Director, Client Advisory Services
    AM Global Family Investment Office
    Mr Diego Pivoz at Wealth Management Americas 2015
    Mr Diego Pivoz
    Head of Wealth Planning Latin America
    H.S.B.C. Private Bank Suisse Sa
  • Mr Luis Quijano Axle at Wealth Management Americas 2015
    Mr Luis Quijano Axle
    Head of Financial Services
    The Yucatan Consulting Group
    Beatriz Sanchez at Wealth Management Americas 2015
    Beatriz Sanchez
    Managing Director, Head of Wealth Management, Latin America
    Goldman Sachs
  • Mr Eduardo Arboleda Staton at Wealth Management Americas 2015
    Mr Eduardo Arboleda Staton
    President
    EVR Group
    Nicole Taylor at Wealth Management Americas 2015
    Nicole Taylor
    Founder
    T Family Office

 

2015 Sponsors

  • Gold Sponsor

    ICON CAPITAL RESERVE SA at Wealth Management Americas 2016
  • Speed Networking & Coffee Sponsor

    Knighthead at Wealth Management Americas 2016
  • Silver Sponsor

    Leste Global Investments at Wealth Management Americas 2016
  • Silver Sponsor

    SGG S.A. at Wealth Management Americas 2016
  • Associate Sponsor

    HSBC at Wealth Management Americas 2016
  • Bronze Sponsor

    CARMIGNAC at Wealth Management Americas 2016
  • Bronze Sponsor

    Tierra Partners at Wealth Management Americas 2016
  • Exhibitor

    LCR Capital Partners at Wealth Management Americas 2016
  • Exhibitor

    M Financial Group at Wealth Management Americas 2016

 

GET YOUR PASS NOW

Choose your package

 

VIP CONFERENCE PASS


Individual Pass

USD $1,870

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Group Booking of 3 or more

USD $1,495

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