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 meeting will include:

  • 200+ wealth managers from Latin America's and South Florida's largest family offices, RIAs and private banks.
  • 10+ hours of networking and focused one-on-one meetings with the most important leaders from the wealth management industry in South Florida.
  • An overview of the Latin American, Caribbean and South Florida wealth management industry.
  • 10 discussions on topics including succession planning and alternative investments.




As a conference partner, members of the EPC of Greater Miami will receive a 20% discount on the current ticket price.

Speakers include:

  • Jack Ablin, Chief Investment Officer, BMO Wealth Management (US)
  • Alberto Gonzalez, Managing Director, Director of International Private Client Services, Wells Fargo (US)
  • Michael Brandes, Global Head Of Fixed Income, Itaú Private Bank (US)
  • James L. Loveday, Head of Wealth Management, Credicorp Capital (Andean Region)
  • Aryam Vazquez, Director Global Macro Strategy, Suntrust Private Bank (US)
  • Michael Blank, Managing Director, Andbank (US)
  • Julio Gonzalez, Chief Executive Officer, Gonzalez Family Office (US)
  • Kevin Burrows, Chief Investment Officer, Adi Dassler International Family Office (Bahamas)
  • Catherine Lapadula, Managing Director- Wealth Management, UBS (US)
  • Marco Guerra de Sa, Head of Investments, CA Indosuez (US)
  • Raul Sanchez-Elia, Partner and COO, Optimum Capital Partners (Argentina)
  • Maria Elena Olmos, Chief Financial Officer, Gestora del Pacifico (Peru)


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

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