Foto: Davide D'Amico
. Londres se mantiene como mayor centro financiero mundial, por delante de Nueva York
Registration is now open for the CFA 2015 European Investment Conference, held in London on 26–27 November. This year’s conference, which will deliver technical workshops for investment practitioners and valuable insights on the region’s most pressing economic developments, includes sessions with the following speakers:
Lord Sebastian Coe, executive chairman at CSM Sport & Entertainment and former chairman of the London Organising Committee for the Olympic and Paralympic Games.
Anne Richards, chief investment officer and head of the EMEA region at Aberdeen Asset Management.
Tim Harford, behavioral economist and columnist at the Financial Times.
Michala Marcussen, CFA, head of global economics at Societe Generale Corporate and Investment Banking.
At last year’s European Investment Conference, James Montier made his case against shareholder value maximization, Philippa Malmgren explained how geopolitical conflicts are connected to economic pressures, Elroy Dimson examined John Maynard Keynes’ track record as an investor, and a panel of experts discussed economic prospects for China and India.
Foto: Kenny Louie
. Oakleigh Thorne participará en el FOX Global Investment Forum
Family Office Exchange (FOX) has announced Oakleigh Thorne (CEO of Thorndale Farm, LLC and Co-President of Blumenstein / Thorne Information Partners, LLC), a highly successful family office investor with 20 years of experience as a direct investor since the sale of a fourth generation family business, Commerce Clearing House, will be the keynote speaker at the event 2015 FOX Global Investment Forum, to be hold on September 10th at the Harvard Club in New York City. Thorne will be giving his first person story about family office investment strategy post-liquidity event, as well as examples of current portfolio companies, including Gogo Inflight Internet.
The Forum features top family speakers, including private equity legend Wilbur Ross, chairman and CEO of WL Ross & Co., who will discuss the current investment climate and identify strategies for uncovering contrarian, value-oriented investments; Michael A. Cole, President and Daniel J. Rauchle, CIO of Ascent Private Capital Management, who will address how to frame and discuss an investment program with multi-generational families; Stuart Porter, founder and CEO of Denham Capital, who will discuss investment opportunities in energy such as oil and gas as well as renewables; The Head of Impact Investing for the World Economic Forum USA, Abigail Noble, who will lead a breakout session on impact investing in the family office; And George Loening, CEO of Select Equity Group, will speak at a breakout session on taking a 25 year time horizon in private equity.
Wealth owners, CIOs and investment decision makers in a single family or multi-family office are invited to attend. For full agenda and registration information, you may use this link
Foto: Yellow.Cat. El FMI y El Salvador celebran mañana y el viernes una Conferencia Regional para Centroamérica
The International Monetary Fund (IMF) and the government of El Salvador will host the XIII Regional Conference for Central America, Panama, and the Dominican Republic on July 23-24, 2015 in San Salvador. The focus will be on the macroeconomic outlook for the region, including the effect of monetary policy in the United States, as well as policies for inclusive growth, experience with fiscal responsibility frameworks, and the benefits and risks from growing financial integration. The conference will bring together central bank governors, finance ministers, and financial sector superintendents of the region, as well as senior officials of the IMF and other multilateral organizations.
“The conference will bring to the table major regional policy makers to discuss options to strengthen policy frameworks and reforms to remove investment obstacles, with a view to enhance the resilience of the regional economy, raise potential growth, and ease inequality gaps” Alejandro Werner, Director of the IMF’s Western Hemisphere Department said.
The President of El Salvador, Salvador Sanchez-Cerén, will open the conference. The IMF delegation will be headed by Mitsuhiro Furusawa, IMF’s Deputy Managing Director, and Mr. Werner, who oversees IMF activities and operations in the Western Hemisphere, including Central America, Panama, and the Dominican Republic.
Foto del Annual Investment Management Summit 2014 - foto cedida. Gestionar el riesgo y generar retorno en mercados complejos
The 6th Annual Investment Management Summit: Managing Risk and Generating Return in Complex Market Environments will bring together leading investors, financial advisors and market experts to discuss the recent developments and evolving trends that are shaping the industry.
Against the backdrop of a strengthening US economy and a slowdown in the pace of growth abroad, the summit will provide a comprehensive overview of today’s global economic climate and explore the various factors influencing investment strategy as investors adjust to the end of zero interest rates in the US. Attendants are welcome to participate in lively discussions to better inform asset allocation and risk management decisions.
The Summit will also highlight new trends in investment management and implications for the industry as a whole. From new entrants offering automated online investment advice to increased investor appetite for smart beta and liquid alternatives, the traditional asset management industry is facing a multitude of headwinds that are sure to challenge the status quo. Attend to hear senior industry leaders discuss the changing landscape and offer guidance for the road ahead.
Photo: Otto Nassar
. Pension Plans, Local Managers and Regulation, Topics of the 2nd Annual Private Equity Andean Forum
Markets Group will present Latin America’s most exciting PE meeting, The 2nd Annual Private Equity Andean Forum this August 13th at the W Hotel in Bogotá. Similar but different; Colombia, Peru and Chile offer some of South America’s best prospects for PE investment. Speakers from their respective countries will provide inside perspective on how to successfully navigate PE within each region, and will highlight the extensive opportunities in this key economic bloc.
The forum is an investor focused platform that will bring together 200+ institutional investors, funds and advisors for a full day of informative discussion. Speakers will include: Jorge Rosenblut, Enersis (Chile); Omar Rueda Galvis, AFP Protection (Colombia); Juan Carlos Felix, The Carlyle Group (Brazil); Richard Rincon, University of Texas Investment Management Company (US); Sergio Vargas, Provenir (Colombia); Jorge Espada, Profuturo (Peru) among others. Networking offers local firms access to the global private equity industry and serves as the perfect cornerstone to any international due diligence trip to the region.
Key discussion topics include: Andean Pension Funds: What can local and international private equity strategies add to increasingly sophisticated portfolios?; Global institutions and local managers: How can international investors’ best seek returns from a rapidly growing selection of emerging local managers?; and Navigating regulations for allocation. What changes might affect investors and managers active in the region?
For interest in joining the speaker faculty or attending, please use this link
Foto: Geraint Rowland. Toronto, Nueva York, Islas Vírgenes Británicas y Sao Paulo: los mayores centros financieros de Las Américas
The 4thAnnual Private Equity Latin America Forum presented by Marketsgroup will take place this June 8th and 9th at The Harmonie Club in NYC.
The conference is designed to compare private equity investment opportunities in Brazil, Mexico, the Andes and throughout Latin America. The forum will bring together 400+ investors, funds, and advisors for a two day meeting discussing sectors, due diligence, access to capital and the relevant distinctions of emerging markets opportunities.
Speakers include, His Excellency Luis Carlos Villegas, Colombian Ambassador to the United States; David Petraeus, Chairman ofKKR Global Institute; David Rubenstein, Co-Founder & Co-CEO of the Carlyle Group; William Ford, CEO of General Atlantic, Steve Pagliuca, Managing Director, Bain Capital; Donald Gogel, Chairman & CEO of Clayton,Dubilier and Rice; Pedro Grados, CEO of AFP ProFuturo; and Jane Rowe, Senior Vice President-Private Equity of Ontario Teachers’ Pension Plan.
Among the topics, the record amounts of capital that were invested in 2014 in PE across the emerging markets with LatAm representing the most countries receiving this capital. Expectations for this year on track; Infrastructure, natural resources, real assets, agribusiness, timberland and other industry focused discussions prove as highly interesting outlets for PE investment; Investment strategies and tactics such as special situations, middle markets and minority versus control.
For more information or registration, please follow this link.
CC-BY-SA-2.0, FlickrFoto: Sergey Gabdurakhmanov
. XXVII Conferencia anual sobre inversiones para asesores financieros de Morningstar
Morningstar is hosting its 27th annual investment conference for financial advisors Wednesday, June 24 through Friday, June 26, at McCormick Place Convention Center in Chicago.
This year’s keynote speakers are Jeremy Grantham, co-founder and chief investment strategist, GMO LLC, who will open the conference on June 24; David Kelly, Ph.D., CFA, chief global strategist, J.P. Morgan Funds, will address attendees during the June 25 opening general session; Sallie Krawcheck, chair, Ellevate Network, the luncheon keynote speaker on June 25; and Douglas Hodge, chief executive officer and managing director, and Daniel Ivascyn, group chief investment officer and managing director, PIMCO, who will deliver the closing keynote presentation on June 26.
The three days of dialogue about the topics most relevant to advisors and their clients organized by the independent investment research provider, this year will explore –in words of Jon Hale, CFA, Ph.D., director of North American manager research for Morningstar- the active-passive debate, robo-advisors, the search for yield among fixed-income investments, the fast-growing liquid alternatives sphere, and more.” It also will have a series of preconference sessions focused on women and investing, technology and the advisor, and an in-depth look at the work of our global manager research team.
For more information and registration please use this link
Photo: Philipp Meier
. IESE Business School Celebrates the 50th Anniversary of its MBA Program with a Prestigious Business Summit
The prestigious MBA program from IESE Business School is celebrating its 50th anniversary and the institution will hold a very special Summit in Miami, on 28th and 29th May. The event will gather companies, alumni and friends from all over the world –in particular from the Americas- in a working session named “Driving Sustained Growth:Challenges and Opportunities in the Americas”.
The Four Seasons Hotel at Miami will be the venue in which the CEO of Santander Private Banking, Álvaro Morales; Lionel Olavarría, Vice Chairman of BCI;and Teresa Foxx, General Manager Banking, Barclays, will discuss over “Sustained Growth in Banking. Challenges facing a sector poised for growth in Latam”, while Javier Estrada, Professor at IESE, will moderate.
First thing in the morning, Eric Weber, IESE Associate Dean and Professors Pedro Videla and Javier Estrada will welcome the participants. The program will be opened by world renowned cardiologist and inspiring keynote speaker Dr. Valentín Fuster, Director of Mount Sinai Heart in New York and recipient of the highest awards from the world’s major cardiovascular institutions.
To follow unique insights from top-level decision makers covering the Americas and its potential in the global business arena, including Saúl Kattan, President ETB; Karl Lippert, President SABMiller Latam; and Juan Manuel Ferrón, CEO Hispanic America Advisory Services PwC. Finally, the cross-roads of innovation, technology and entrepreneurship will allow Susan Amat, Founder Venture Hive; Pablo Slough, Head of Mobile Ad Solutions Google and Mary Spio, President and Co-Founder Vidaroo share their experiences.
. CFA Institute celebrates its European 68th Annual Conference
CFA Institute and CFA Society Germany announce that the 68th CFA Institute Annual Conference will be held in Germany for the first time. The conference will take place from 26-29 April 2015 at the Congress Center Messe Frankfurt, bringing together more than 1000 eminent investment professionals to debate how to shape the future of the finance industry at a time of uncertain geopolitical, inflation and currency trends.
The conference will feature a line-up of more than 40 speakers including :
Jürgen Stark, former member of the executive board of the European Central Bank
Hans-Werner Sinn, Professor of Economics and Public Finance at the University of Munich
Martin Wolf, chief economics commentator at the Financial Times
Ian Bremmer, founder and president at Eurasia Group
Moritz Kraemer, managing director and chief rating officer at Standard & Poor’s Rating Service’s Sovereign Ratings Group
In addition to the broader thematic discussions around the future of the finance industry in Europe and its impact on society, the conference agenda will feature:
A vision for the future of the investment management profession, by Paul Smith, CFA, the new president and CEO of CFA Institute.
Over 20 sessions examining market trends, new investment opportunities, and practical advice for investment professionals
The launch of a timely new paper, Shadow Banking: Policy Frameworks and Investor Perspectives on Markets-Based Finance
Foto: DiNo
. Perú acogerá la reunión anual del Banco Mundial en octubre
The Peruvian Minister of Economy and Finance Alonso Segura officially announced that the Annual Meeting of the World Bank will take place in Lima, Peru this October. He was joined by President of the World Bank Jim Yong Kim; Managing Director of the IMF Christine Lagarde and the President of the Peruvian Central Bank, Julio Velarde.
It is the first time in 48 years that the Annual Meeting will be held in Latin America, emphasizing the great progress that Peru and the region have made in their economic sectors. Over 15,000delegates and representatives are expected to attend this meeting from the 9th-11th October 2015. The construction of a new convention centre is nearing completion and hundreds of new hotel rooms are being made available for this event.
Mr. Velarde noted the good micro economic policies that the Peruvian government has implemented during the last few years in light of the fall in government earnings due to the decline in commodity prices. Peru was chosen as the location for the summit due to the country’s growth, which has averaged 6.4% annually over the past decade.
