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The Summit
This Summit has become our flagship investment event in Latin America, and continues to grow substantially since we first launched it. This Summit brings leaders from Latin America’s leading single and multi-family offices and qualified service providers together and offers them an intimate environment for afocused discussion of key new drivers shaping the future of the industry in the region. Senior investment executives responsible for fund management and asset allocation decisions of the Family Office include: Presidents, Founders, CEOs, Managing Directors, CIOs.
The attending providers are leaders in the provision of investment products, services, technology and information to the Family Office executives. They will provide cutting edge solutions to forward-thinking investors, interested in staying ahead of the market.
Alejandro Carboni
CEO, Inversiones Romy, Family Office Grupo Bethia
Pablo Aure
Director, Exaudi Family Office
Juan Villamil
Partner, Adi Dassler International Family Office
Latin Private Wealth Management Summit
May 2018
The Ritz Carlton | Cancun, Mexico
Veronica Yepez
Founder, Perpetum Consulting
Homero Elizondo
Chief Investment Officer, Soliq Family Office
SHORTEN YOUR SALES CYCLE
Conduct one-on-one business meetings with top decision makers, meet with 10-15 contacts per representative and accomplish 6-12 months of standard sales efforts in
just two days.
We help you initiate new relationships and networking opportunities with your decision-making peers. Personally select the executives you would like to meet at the event via the secured summit website, review detailed profiles of all delegates and the organizations they represent.
REACH ULTIMATE BUDGET DECISION MAKERS
REDUCE COST OF NEW BUSINESS DEVELOPMENT
Obtain exclusive access to the senior delegation and present your services and products in a controlled environment where provider participation is strictly limited per product category.
