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Private Wealth Latin America and The Caribbean Forum (10/17-10/18)


Pan-regional wealth management, wealth planning and international investment management two-day conference

Start Time

10/17/2017 7:00 AM

End Time

10/18/2017 6:00 PM


Member Price

See event website - members get 25% discount

Non-Member Price

See event website

Candidate Price

See event website

Location Info

JW Marriott Miami
1109 Brickell Avenue
Miami, FL 33131

Event Description

Join Markets Group 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.
Click here to Request the Agenda

As a conference partner, CFA Society South Florida members will receive a 25% discount on the current ticket price.

This year's speaker lineup includes:
  • Jack Ablin, Chief Investment Officer, BMO Wealth Management (US)
  • Michael Brandes, Global Head Of Fixed Income, Itaú Private Bank (US)
  • Diego Pivoz, Head of Wealth Planning, HSBC (US)
  • Cara Williams, Head of Wealth Management, Mercer (UK)
  • Andrea Santos Morales, Head of Wealth Planning, UBS (US)
  • Elliot Dornbusch, Founding Partner, CV Advisors (US)
  • Jose Remy, Partner, Guggenheim Partners Latin America (US)
  • Marco de Guerra Sá, Head of Investments, CA Indosuez (US)
  • Tony Bremness, Partner & Managing Director, Laureola Advisors (US)
  • Mikki Canton, Managing Director, The City of Miami EB-5 Regional Center
  • Carlos Soto Raynal, Head of Wealth Planning, EFG Capital
  • Don Stubbs, Head of Wealth Structuring, Scotiabank
  • Michael Blank, Managing Director, Andbank
If you're currently looking to raise capital in the region to support your business development this meeting is for you.
Email to discuss ways you can join the program!
Click here to Request the Agenda

Event Type


Partner Category


Education Topic


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CE Credit


SER Credit


Event Terms


All Day Event





10/18/2017 6:00 PM



Event Manager Email
Approval Status Approved


Content Type: MyCFA Calendar
Created at 7/12/2017 9:47 PM by Ursula Auger
Last modified at 10/4/2017 9:15 AM by Ursula Auger