Latin Private Wealth Management Summit

the most exclusive meeting point for regional SFOs, MFOs, wealth advisors, and international fund managers and consultants across Latin America

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THE LATIN PRIVATE WEALTH MANAGEMENT SUMMIT

April 25-26, 2019

Panama City | JW Marriott

THE AGENDA

The Summit's engaging agenda is focused on strategic meetings that offer extraordinary networking opportunities. You will reach the decision makers of your choosing as the entire environment is designed to facilitate growing business relationships and continued discussions.

 
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TESTIMONIALS

How Do I Tailor my Agenda to My Needs?More Information

WHY ATTEND

COST-EFFICIENT EXPOSURE TO A MULTITUDE OF KEY PLAYERS IN DIFFERENT KEY FUNCTIONS

 

NUMEROUS INTERACTIONS WITH YOUR TARGET GROUP THROUGHOUT THE FORUM FOR POWERFUL ALLIANCES

 

THE DELEGATES

Delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following: HNWIs and families, Multi-Family Offices, Single-Family Offices, Private Family Foundations and more.

THE SOLUTION PROVIDERS

ABOUT MARCUS 
EVANS SUMMITS

marcus evans summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions.
Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, case studies, roundtables and one-to-one business meetings. For more information, please visit www.marcusevans.com

For more information contact dsacal@marcusevansch.com


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Martin A. Litwak

CEO

Litwak & Partners

Aureliano González-Baz

Director of International Wealth Planning Practice

Bryan González Vargas & González Baz

Antonio Gastelum

Partner

MEG International Counsel

Carol Pepper

Founder

Pepper International

Juan Pablo Martinez Blat

Partner

SAAGA Family Wealth 

SOME OF OUR DISTINGUISHED SPEAKERS


The solution provider category will include Fund Managers, Asset Managers, Investment Consultants, Financial Advisories, Private Banks, Financial Institutes, and organisations that provides funds or any form of financial products and more.

STRATEGIC MEETINGS WITH QUALIFIED BUYERS IN A TIME-EFFECTIVE FORMAT

The Latin Private Wealth Management 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 enviroment for a focused 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 one-on-one business meetings provide access to the decision makers of the industry. Attend and benefit from world class briefings from some of the leading minds in the private wealth industry.  

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

Veronica Yepez

Founder

Perpetum Consulting

MEDIA PARTNERS

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