Latin Private Wealth Management Summit 2013

The Latin Private Wealth Management Summit is the premium forum bringing elite buyers and sellers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers, from single and multi-family offices in Latin America an intimate environment for a focused discussion of key new drivers shaping the private wealth industry.

Some Key Topics on the 2013 agenda:

Jurisdiction Management — Analyzing the importance of due diligence in the preservation of wealth
Family Governance - Succession planning that works
Portfolio Construction and Risk Management – Industry best practices
Options in Alternative Investment Funds – A focus in agriculture and private equity
LatAm Regulatory Environment – Their impositions over investment decisions
Fixed Income in Portfolio Management – Importance of diversification
Navigating New Markets – High yield investment strategies over the next five years and global perspectives

Charles Ferraz | CIO and Head of Wealth Planning | Itaú Private Bank
Maria Elena Lagomasino | CEO and Founding Partner | WE Family Offices
Rene A. Werner | President | Werner & Associates
Elliot Dornbusch | President and Founding Partner | CV ADVISORS LLC
Victoria Bazán P. | Socia - Gerente General | Bazán Inversiones, Multi Family Office
Ernesto Leme | Partner, Head of Wealth Management | Claritas Investimentos
José Remy | Managing Director | Guggenheim Partners Latin America
Raúl Serebrenik G. | Founder, Managing Director | FCWPC
Robert Moore | Managing Director | Finance Suisse (LatAm) S.A
And more...