For the past 8 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 2015.

 

CONFERENCE

Speak at Wealth Management Americas 2015

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 2015

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 impecable. The networking opportunities were also good in this semi-intimate setting, and the participants were from varied backgounds and porofessions, so there was something for everyone."


-2014 Conference Delegate

 

WHO ATTENDS

Here's a glimpse of who attended in 2015

 

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 SecuritiesGlovista 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 FundLloyd 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 OfficeWatermark Capital Funding Partners  WE Family Offices   WealthTouch   Weiss, Alden & Polo, P.A.  Willis Group WOL Partners  

Download the brochure

2015 Sponsors

  • Gold Sponsor

    ICON CAPITAL RESERVE SA at Wealth Management Americas 2015
  • Silver Sponsor

    SGG S.A. at Wealth Management Americas 2015
  • Bronze Sponsor

    Tierra Partners at Wealth Management Americas 2015
  • Associate Sponsor

    HSBC at Wealth Management Americas 2015
  • Exhibition Sponsor

    M Financial Group at Wealth Management Americas 2015

 

Wealth Management Americas 2015   

Inspirational speakers include: 

 

Blair Hull, Wealth Management Americas 2015

Blair Hull 

 Founder, Managing Partner

Ketchum Trading

Betty Sanchez, Wealth Management Americas 2015

Beatriz Sanchez

Managing Director, Head of Wealth Management for Latin America 

Goldman Sachs 

Jaime Vinals, Wealth Management Americas 2015

Jaime Viñals   

Guatemalan Mountaineer

  The first person in Central America and the Caribbean to conquer Mount Everest and the Seven Summits of the World

Enquire about speaking opportunities  

2015 Speakers

  • Mohammad Al Duaij at Wealth Management Americas 2015
    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
    Private Banking Relationship Manager
    Scotiabank
    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 Fonseca at Wealth Management Americas 2015
    Ms Isabella Fonseca
    Research Director, Wealth Management
    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
  • Jean-Louis Guisset at Wealth Management Americas 2015
    Jean-Louis Guisset
    Head of Private Banking
    Banco INVEX
    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
    Grupo Bepensa
  • 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

 

 

 

Register now to attend

Early registration and partner discounts available.
Click below for the full list of ticket options... 

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