The Private Wealth Latin America & the Caribbean Forum is a pan-regional wealth management, wealth planning and international investment management meeting for private banks, HNWIs, wealth managers and family offices. The Forum brings together 500+ industry leaders from the Latin America and Caribbean private wealth management field for a two-day conference discussing strategies to protect, preserve and grow wealth.
Fredrik Eklund, the energetic, high-kicking, top broker at Douglas Elliman has secured over two billion dollars in closed residential sales. Constantly rated as New York City’ “Top Luxury Broker,” he set record sales in 28 buildings in Manhattan last year alone and is often spotted showing apartments to top name celebrities including Sara Jessica Parker and Jennifer Lopez. His active listings amount to $540,000,000.
Originally from Stockholm, Sweden, Eklund studied at the Stockholm School of Economics before founding an Internet company and working for the investment bank SEB in Stockholm, London, Singapore and Tokyo. In addition, he is the founder of Scandinavia’s most high end residential real estate brokerage with 50 employees and $1 billion in closed sales in 2014. Eklund founded the #1 top-producing team at Elliman, which has 5,000 gents in 85 offices all over the East Coast. Eklund is the star of the hit BRAVO show, Million Dollar Listing New York. He is known for being part “shark” in business and part “softie” at home with his puppies and family.
Tomas Regalado was born in Havana, Cuba, on May 24, 1947. At the age of 14, Tomas Regalado and his younger brother, Marcos, traveled to the U.S. under the Catholic Church program known as “Peter Pan”. Marcos and Carmen sent the boys to America with the hope of having them live in freedom.
At 17, Tomas obtained an internship at the Miami radio station “WFAB” and, shortly after, he became the youngest reporter of the station.
His professional jump to the top came in 1983 when he became the first Cuban American journalist to integrate the White House Press Corp. Mr. Regalado traveled with Presidents Ronald Reagan, George H. W. Bush and Bill Clinton for several years, in addition to the daily coverage of the White House news.
His social concerns pushed him to jump into the political arena. In September, 1996 he was elected Commissioner of the City of Miami. For his brilliant performance was reelected in 1999, 2003 and 2007, the latest one without opposition. In November 2009, Tomas Regalado was elected Mayor of the City of Miami.
Emmy Award-winning musician Peter Buffett has an acclaimed career that spans more than 30 years as a professional composer, philanthropist and author. He began his career creating music for early MTV bumpers of the ‘80s, and the climactic crescendo in the memorable “Fire Dance” scene in 1990’s Oscar winning film Dances with Wolves. Buffett received critical acclaim for his Native American-inspired music, composing the full score for 500 Nations- the eight-hour Emmy-awarded CBS miniseries produced by Kevin Costner, and the musical production Spirit: The Seventh Fire. Peter has released more than 16 records to date on his own imprints as well as Narada, Epic and Hollywood Records. He has collaborated with Grammy-nominated recording artist Akon as well as Grammy-winning artist Angelique Kidjo on human rights inspired songs. Buffett’s inspiring book, Life Is What You Make It, debuted at #4 on the New York Times Best Seller list. To bring the message of the book alive, Buffett has crafted Life Is What You Make It: A Concert & Conversation with Peter Buffett, a live music event that incorporates multi-media and personal stories to give the audience an authentic, inspirational, and impactful evening.
For more information, please visit www.peterbuffett.com
Humberto Garcia de Alba Director of Global Wealth BBVA
Diego Pivoz Head of Wealth Planning - Latin America HSBC Private Bank (US)
Elliot Dornbusch Chief Executive Officer CV Advisors
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Roman Khlupin Chief Investment Officer Strenta Investment Management
Cara Williams Senior Partner, Investments Global Head of Wealth Management Mercer (U.K.)
Beatriz Sanchez Region Head for Private Wealth Management Latin America Goldman Sachs
Ernesto de la Fe Managing Director & Director of Wealth Management for Latin America Jefferies (US)
Alfredo Monge President Grupo Monge
Aryam Vázquez Senior Global Macro Strategist Gen Spring Family Offices
Michael Blank Managing Director Andbank Miami (US)
Humberto Bañuelos Managing Partner Bulltick Wealth Management (US)
Alejandro Carboni Llanet Partner Bethia Holdings
John Sawyer President St Johns Investment Management
Arturo Giacosa Head of Fiduciary and Hispanic Market Wealth Planning Itaú Private Bank
Andrea Santos-Morales Head of Wealth Planning International Americas UBS
Don Stubbs Director of International Wealth Structuring Scotia Wealth Management
Luke Palacio Managing Director- Regional Market Manager North America Citi Private Bank
Updated Education on asset allocation and asset protection
Learn how local and regional clients are growing their assets and protecting their wealth.
Offshore Structuring, tax, trust and estate planning
Learn about the latest regulations.
Learn about the emerging trends in Latin America and the Caribbean.
Private equity, hedge funds, real estate, commodities, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
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?
|Super Early Bird||$750||05/26/17|
|Early Bird II||$1,250||07/28/17|
|Pre Event Registration||$1,600||09/29/17|
Head of LatAm Private Wealth Sales