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.
With keynotes, interactive discussions and roundtables, Wealth Management Americas explores the newest wealth management technologies, operations and investments.
"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."
-2014 Conference Delegate
Here's a glimpse of who attended in 2015
A10 Investimentos e Assessoria Activa Capital AMAP American Regional Center GroupAndbank Apperley Family Office Aquila Associates, LLC Aster Family AdvisorsAtmel Corporation Aztec Group Inc B.N.Y. Mellon BanchileBanco de Credito del Peru Banco Do Brasil Bancoldex Bancredito Financial Services Barings InvestBBVA Bancomer Behar Law GroupBessemer Trust BGSA Bnp Paribas BNY Mellon International Wealth ManagementBremen Capital Group, Inc. Broadband Capital Management BroadSpan Capital Broadview VenturesButtonwood 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 ManagementEfficient Capital Managment EFG Bank EFG Capital International Corp Egis Capital Partners Endowment Research Group EQCO Exan CapitalF.P.B. Bank Faubel Intl. Co. FinenzaFINSER Asset ManagementFOX (Family Office Exchange) GenSpring Family Offices LLC GFG SecuritiesGlovista Investments Greenberg TraurigGrupo 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 MorganLCR Capital Partners Limantour Family FundLloyd Jones CapitalLV Holdings Lyxor Asset ManagementMarto Investment Partners McCarthy Family FoundationMerill Lynch Million Capital Morgan StanleyMori Houston Partners Capital Advisors Netplus Capital LLC New World Angels Northern Lights FinancialsOne Lindsley Partners Oppenheimer Funds Pantera Capital Partners Pellas Development Group Pepper International LLC Pershing Powell Investment Advisors PreqinProexport PT Family OfficeRBC 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 ScotiabankSeagate Capital Short Hills Capital PartnersSMK Realty & Investments LLC Socialatom Ventures SolidX Partners STAR RESIDENTIAL GROUPStrenta Investment Management Sun Life Financial InternationalSun Trust Investment Services Inc. Tamarind Partners The Rebel Yell Family Office Third Avenue Management L.L.C. Transcendent Investment Management UBS USDR Investment ManagementValumonics Vanguard W Family OfficeWatermark Capital Funding Partners WE Family Offices WealthTouch Weiss, Alden & Polo, P.A.Willis Group WOL Partners
Eli Butnaru, chief executive officer of Mora Wealth Management Miami, oversees all aspects of the company’s daily operations and also responsible for risk management of client portfolios.Mr. Butnaru brings to Mora his extensive knowledge and global financial perspective, which he honed during two...
Mr Juan Carlos Ojeda, Head of Private Wealth Management, Banchile
Juan Carlos is the Head of Private Wealth Management for Banchile Inversiones, which is the investment branch of Banco de Chile, the biggest Bank in Chile.He is responsible of the team who advice the most sophisticated and important clients of Banco de Chile in their investments. He has been part...
Blair Hull founded Hull Trading Company in 1985 and served as the firm’s Chairman and chief executive officer before selling it to Goldman Sachs in 1999 for $531 million. The company, which leveraged technological innovations and quantitative models, was one of the world's premier...