5th Annual Private Wealth Latin America & the Caribbean Forum

Date: Tuesday, October 17, 2017
Time: 8:00am - 5:00pm
Location: JW Marriott
Join us at the 5th Annual Private Wealth Latin America & the Caribbean Forum, taking place on October 17-18 in Miami. This is a pan-regional wealth management, wealth planning and investment management international meeting for private banks, HNWIs, wealth managers, and family offices. 
The Forum brings together 400 industry leaders from South Florida, Latin America and the Caribbean wealth management field for a two day conference discussing investment strategies, wealth preservation, and trends in the market.
As a conference partner, EPC of Greater Miami members will receive a 20% discount on the current ticket price.

Speakers include:
  • Jack Ablin, Chief Investment Officer, BMO Wealth Management
  • Dr. Paulo Vieira da Cunha, Head Macro Economist, Verbank & Former Director Central Bank of Brazil
  • Andy Unanue, Managing Partner, AUA Private Equity Partners
  • Dave Shula, Partner and Chief Executive Officer, Shula's Steakhouses and Former Head NFL Coach
  • Francis X. Suarez, Commissioner for District 4, City of Miami
  • Kathryn Rooney Vera, Head of Research and Chief Market Strategist, Bulltick
  • Lincoln Ellis, Head of Investment Strategy, Northern Trust 
  • Michael Brandes, Global Head Of Fixed Income, Itaú Private Bank
  • Elliot Dornbusch, Founding Partner, CV Advisors
  • Alberto Gonzalez, Managing Director, Director of International Private Client Services,Wells Fargo
  • Catherine Lapadula, Managing Director- Wealth Management, UBS
  • Luis Arango, Head of International Wealth Management, Suntrust          
  • Randall Caruso, Global Wealth Management Team Leader, Morgan Stanley
  • Marco de Guerra Sá, Head of Investments, CA Indosuez
  • Carlos Ribeiro Peixoto, Chief Investment Officer, Brainvest
  • Alfonso Montero Dassio, Chief Investment Officer, Credicorp Capital
  • Jorge Unda, Chief Investment Officer, BBVA
REQUEST THE AGENDA to view all speakers and panel topics.

For more information please contact karishna.perez@marketsgroup.org.

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