Sign up for free newsletter


Private Banking Latin America – Americas Family Office Forum

Event : Private Banking Latin America – Americas Family Office Forum

Wed, 20/11/2013  
Conducted by : Terrapinn
Contact : Cristina Valdés

 The leading event for private banks and family offices doing business in Latin America
The 7th annual Private Banking Latin America conference is where private bankers, wealth managers and families come to network, problem solve and exchange ideas. New for 2013, hear from thought provoking speakers like renowned hedge fund guru Hari Hariharan and reformed ex-con artist Frank Abagnale.

The 3rd annual Americas Family Office Forum, brings together 100+ family offices and HNWIs to network, problem solve and exchange ideas on family governance, asset allocation and wealth management best practice. In 2013, we are bringing together a truly diverse line up of speakers including entrepreneurs, ex-fraudsters, mega multi-family offices and single families. Hear from inspiring speakers like Michael Southam and Gustavo Grobocopatel.

Take advantage of enhanced networking opportunities including 1-2-1 partnering and speed networking. Get to know your peers during interactive roundtable discussions on family office governance and succession planning, instilling values in the next generation, turning your family business into an international business, innovation in asset allocation, expanding your client base, entering new LatAm markets, and innovation in asset allocation.

Confirmed speakers include:

• Mauricio Dario Frumento, Private Banker - Wealth Management Officer, Standard Bank (Argentina)
• Joao Albino Winkleman, Head of Private Banking, Bradesco Private Bank (Brazil)
• Emerson Pieri, Head of Wealth Management, Haliwell Bank (Brazil)
• Ricardo Carvalho, Deputy General Manager, Banco do Brasil (Brazil)
• Pierre Laroche, Managing Director, National Bank of Canada (Canada)
• Patricio Eskenazi, CIO, Private Bank, Banco Penta (Chile)
• Andres Gonzalez, Head of Private Banking, Bancolombia (Colombia)
• Roberto Paez, Head of Private Bank, Correval (Colombia)
• Luis Quijano, Head of Financial Services, GFBepensa S.A. (Mexico)
• Salvador Sandoval, Head of Private Bank, HSBC (Mexico)
• Carlos Arauz, Senior VP, Towerbank (Panama)
• Desirée Maldonado, Senior Wealth Planner, BPPR (Puerto Rico)
• Diego Pivoz, Head of Wealth Planning – Latin America, HSBC (Switzerland)
• Gerald Aquilina, ex-Vice Chairman, Global Emerging Markets, UBS (Switzerland)
• Flavio Souza, CEO, Private Banking, Banco Itau International (US)
• Isabelle Wheeler, Head of HNW Client Group, Senior VP, BNP Paribas Wealth Management (US)
• Marco Aurelio Guerra de Sa, Director - Investment Center, Crédit Agricole Private Bank (US)
• Jose Luis Llamas, Managing Director, Head of N. LatAm, Deutsche Bank (US)
• Sergio Alvarez-Mena III, Executive Director, Morgan Stanley Smith Barney (US)
• Arturo Giacosa, Head of Fiduciary and Hispanic Market Wealth Planning, Itau Private Bank (US)
• Felipe Ruiz, Director of International Wealth Structuring, Scotiabank (New York)
• Valerie Schuhl, MD, Corporate & Private Bank Head, Banque Heritage Uruguay (Uruguay)



The Preqin Special Report: Private Debt Fund Manager Outlook features exclusive survey results drawn from over 100 private debt fund managers worldwide. This extract discusses what fund managers have highlighted as the biggest issues facing the industry and their views on regulation. ... »

Special report
Cybersecurty for Hedge Funds

Cybersecurity for Hedge Funds

Thu, 30/07/2015 - 11:00

Cybersecurity is no longer simply an IT issue, it is now a business issue. This is the conclusion of the experts and fund managers around the world whose opinions were polled for this landmark Hedgeweek Special Report, which outlines Best Practices for Cybersecurity in a fast-changing environment where managers need to keep several steps ahead of cyber criminals... »

EU Flag

Hedge fund manager outlook on the AIFMD

Wed, 22/07/2015 - 19:52

The introduction of the Alternative Investment Fund Managers Directive (AIFMD) into European law in 2013 was part of a series of moves towards greater regulatory oversight of the hedge fund industry in recent years. In our survey, we asked hedge fund managers for their views on the effect of these new regulations on the industry as well as their expectations about the impact of the AIFMD on their firm over the next 12 months, the results of which are analyzed in this extract from the Preqin Special Report: AIFMD in the Hedge Fund Industry – 2015 Update. ... »

Ken MacCuish, Intralinks

A couple of years ago, the title Chief Information Security Officer, or CISO for short, was a foreign concept within the hedge fund community. The winds have changed, however, as hedge funds become increasingly targeted by cyber hackers, causing many to hire a CISO to uphold the network integrity of the firm.  ... »

Sovereign Wealth Funds

Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review.  ... »

Special report
Hedgeweek Special Report: Hedge Fund Administration

Hedge Fund Administration 2015

Tue, 16/06/2015 - 09:57

Mergers and acquisitions in recent years have changed the face of hedge fund administration. Big custodial banks are likely to dominate the HFA space in years to come, forming one part of a barbell with a number of well-run, well-capitalised independent HFAs on the other end. This report examines the implications for both hedge funds and their administrators... »

3 days 23 hours from now - Texas
1 week 4 days from now - New York
1 week 5 days from now - New York
2 weeks 3 days from now - London
2 weeks 4 days from now - California