Speakers

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...

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...

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. 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 ...

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...

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...

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...

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...

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...

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 ...

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, 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 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...

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...

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 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...

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 ...

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...

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...

- 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 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 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:...

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 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. 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 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...

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. 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...

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...

  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 ...

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...

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...

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 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. 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...

  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...

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 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 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 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...

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

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...

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...

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 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 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, 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 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 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...

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 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...

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...

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 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 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...