The Private Wealth Andean Forum is a regional private banking, wealth planning and investment management meeting for private banks, family offices and other private client intermediaries. The forum brings together 200+ industry leaders form the Andean region's private wealth management field to discuss wealth growth, asset protection, private banking, trusts, philanthropy and estate planning. We look forward to hosting a diverse group of companies and individuals including family offices, private bankers, wealth managers, asset managers, trust companies, legal professionals, offshore jurisdictions and private client intermediaries.
Beatriz Elena Arbelaez Martinez Secretary of Finance City of Bogota
Diego Parra Senior Consultant Grandes Patrimonios (Colombia)
Germán Aldana Chief Executive Officer Private Kapital (Colombia)
María Isabel Sierra Vice President of Private Banking Davivienda Corredores (Colombia)
Ivan Carrillo CEO Creuza Advisors (Peru)
James Loveday Head of Wealth Management Credicorp Capital
Johan Lozano Forero President Asociacion Colombiana de Planeacion Financiera
Manuel Garcia Vice-President Old Mutual Wealth Management
Jose Manuel Velez General Director Zuma Investments
Alberto Siblesz Founder Glide Capital
Patricia Alejo Portfolio Manager Pontificia Universidad Javeriana
Cristian Ramirez Managing Partner Alt Funds
Private Wealth in the Andean Region
What are the current trends and what services and products are attracting the most interest within the wealth management field in the region?
Which asset classes are delivering the most returns for family offices, wealth managers and private banks?
Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside of the traditional markets?
Philanthropy and Impact Investing
How are philanthropy leaders and impact investors approaching these concepts when investing their money?
Family Governance and Cyber-security
How can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come? How are they protecting confidential investment information and family communication?
|Super Early Bird||$750||08/26/16|
|Pre- Event Registration||$1,150||10/28/16|
Head of LatAm Private Wealth Sales