Conference · Panama City, Panama
Latin Private Wealth Management Summit
Management · Investment
Key numbers
- Editions on record
- 1first in 2013
About Latin Private Wealth Management Summit
The Latin Private Wealth Management Summit is the premium forum bringing elite buyers and sellers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers, from single and multi-family offices in Latin America an intimate environment for a focused discussion of key new drivers shaping the private wealth industry.
Some Key Topics on the 2013 agenda:
Jurisdiction Management — Analyzing the importance of due diligence in the preservation of wealth
Family Governance - Succession planning that works
Portfolio Construction and Risk Management – Industry best practices
Options in Alternative Investment Funds – A focus in agriculture and private equity
LatAm Regulatory Environment – Their impositions over investment decisions
Fixed Income in Portfolio Management – Importance of diversification
Navigating New Markets – High yield investment strategies over the next five years and global perspectives
Charles Ferraz | CIO and Head of Wealth Planning | Itaú Private Bank
Maria Elena Lagomasino | CEO and Founding Partner | WE Family Offices
Rene A. Werner | President | Werner & Associates
Elliot Dornbusch | President and Founding Partner | CV ADVISORS LLC
Victoria Bazán P. | Socia - Gerente General | Bazán Inversiones, Multi Family Office
Ernesto Leme | Partner, Head of Wealth Management | Claritas Investimentos
José Remy | Managing Director | Guggenheim Partners Latin America
Raúl Serebrenik G. | Founder, Managing Director | FCWPC
Robert Moore | Managing Director | Finance Suisse (LatAm) S.A
And more...
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2013 | 26–27 Sep 2013 | Trump Ocean Club Panama City, Panama | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.
Questions
When is Latin Private Wealth Management Summit?
The next dates haven't been confirmed. The last edition we have on record was 26–27 Sep 2013.
Where is it held?
The last edition we have was at Trump Ocean Club, Panama City, Panama.