AltFi will host its inaugural AltFi Global Summit for the US institutional investor audience on Tuesday, November 4, 2014 at the NASDAQ in New York City.
2014 is the tipping point for alternative finance – with P2P lending, crowdfunding and invoice finance coming of age across the globe. Following the success of the AltFi Europe Summit 2014, AltFi.com is bringing the conference to the US to explore the various challenges facing this dynamic sector, to investigate the opportunities in both Europe and America, and to showcase the platforms that are leading the way.
The audience of approximately 250 attendees will be comprised of investors, wealth managers, hedge funds, family offices, broker dealers, financial advisors, venture capitalists, and consultants – and of course, major platforms from both sides of the Atlantic.
Confirmed Speakers Include:
Brian Korn (Corporate and Securities Lawyer, Pepper Hamilton)
Heather Schwarz Lopes (Co-Founder and Chief Strategy Officer, EarlyShares)
Larry Chiavaro (Executive Vice Presdient, First Associates)
Richard Swart (Global Crowdfunding and Alternative Finance Researcher, PhD, University of California, Berkeley)
Rohit Arora (CEO, Biz2Credit)
Rupert Taylor (Director, AltFi Data)
Simon Champ (CEO, P2P Global Investments)
Etienne Boillot (CEO, Shepherd Capital)
Giles Andrews (CEO and Co-Founder, Zopa)
Rhydian Lewis (CEO and Co-Founder, RateSetter)
Jens Glaso (CEO, Trustbuddy)
Stuart Law (CEO and Co-Founder, Assetz Capital)
Christian Faes (CEO and Co-Founder, LendInvest)
Jilliene Helman (CEO, Realty Mogul)
James Levy (Senior Advisor, Business Development, SICAV-SIF)
“We are hosting the definitive event for this sector—with a strong focus on investors, investment opportunities and business development. We’ve selected a fantastic line-up of prominent thought leaders to share their views about navigating today’s alternative finance space. We’ll analyze the leading platforms from both the US and Europe to produce a fascinating cross-continental view,” said David Stevenson, media entrepreneur and founder of AltFi.com.
Photo: Sailko. Miami Will Host The Family Office Super Summit 2014
More than 40 family offices will attend The Family Office Super Summit 2014, an event that will take place in Miami, during three days -from 11th to 13th November-, organized by Wilson Conferences & Miami Finance Forum.
The conference will take place at JW Marriott, in Miami, where dozens of single family offices, the largest multi-family offices and industry experts will discuss about direct invesments, co-investing and club deals.
Private equity executives and wealth managers will attend the conference also.
Among the speakers:
Michael Connor, Consolidated Investment Group
Elliot Dornbush, CV Advisors (En el Top 50 de Multi Family Offices MFO)
Foto: JimmyReu, Flickr, Creative Commons. El principio de la segregación de activos en la legislación de Luxemburgo: qué es y cómo afecta a los tomadores de seguros
Ahead of the Association of the Luxembourg Fund Industry’s (ALFI) Global Distribution Conference in Luxembourg on 23 and 24 September, fund industry leaders share their views on the top priorities, opportunities and emerging trends in international fund distribution.
Marc Saluzzi, from ALFI, comments: “Our top priorities in terms of opening up new distribution markets are Australia, Brazil, China and Mexico. We believe that they offer – by far – the largest potential for fund centres going forward.”
Pervaiz Panjwani, Citibank International: “With the changes in demographics and the squeeze in public finances, we will see income-generating products and also alternatives being the two megatrends that will rise in the future.”
Georges Bock, KPMG Luxembourg: “If you want to know what the world is going to be, ask your kids. Their present today is virtual. So, in order to reach them, the distribution platform of the future has to be digital.”
Ulrika Hasselgren, Ethix SRI Advisors: “The market for sustainable and responsible investment has matured nicely, with a majority of investors today applying strategies in line with investment belief, time horizon and consideration of relevant environment, social and governance factors. I think that we will see more of this.”
Theresa Hamacher, NICSA: “Fund managers have to make a decision. Do they focus on the investors who have the most assets today? Or investors whose assets are growing most quickly? Or do they try to do both?”
Anouk Agnes, ALFI: “Participation in the ALFI Global Distribution Conference is becoming a megatrend in its self. We see that investment fund professionals see the conference as a must.”
ALFI Global Distribution Conferencewill take place on Tuesday 23rd September and Wednesday 24th September 2014at theCentre de Conferences Kirchberg, Luxembourg.
Beamonte Investments presents The Beamonte Conference. The Beamonte Conference is committed to facilitating balanced discussions and debates on macro-economic trends, geo-political events and alternative investment opportunities within the context of a dynamic global economy.
The Beamonte Conference will take place on October 30 2014, from 8:00 to 13:00 hrs, at the New York Athletic Club (180 Central Park S), New York , NY 10022.
Beamonte Investments is a Single Family Office. It is a private investment firm founded in 2000 that has specialized in private equity investments, advisory services and structured lending. Since inception, the firm has executed, as principal and agent, over US$5 billion in transactions. Areas of concentration are growth equity investments and alternative assets.
Among the speakers of the conference, Luis F Trevino, Managing Director, Beamonte Investments; David Rob, Utopia (SFO); Josh Roach, Lloyd Capital Partners (SFO); Robert P. Scaramella, The Hudson + East Partnership (SFO) (Moderator); Eduardo Arboleda, The EVR Group (SFO); Estevao Latini, Latin America Alternatives; Hugo Lopez Coll, Greenberg Traurig (Moderator); Claudia Yan, Kiwii Capital; and Enesto Zedillo, Former President of Mexico.
There’s a 30% discount at the conference for Managers and Service Providers providing this code: F30
Foto: Claudio.Ar, Flickr, Creative Commons. Renta fija: Por qué la rentabilidad absoluta cobra sentido ahora
GrowFL, the Economic Gardening Institute, presents “Innovation, Entrepreneurship and Crowdfunding Today,” a knowledge-sharing event designed to provide valuable insights into fostering innovation and entrepreneurship, and shed light onto the latest crowdfunding strategies and trends. Geared for area entrepreneurs, the special event is scheduled for September 2, from 8 – 10:30 am at the Werner Auditorium at Florida Hospital, Orlando, 601 East Rollins Street.
Registration to attend is $15 per person (breakfast is included). For more information and to register, visit this link.
Unlike traditional fundraising for a venture, crowdfunding refers to the process of funding a venture by raising smaller amounts of individual contributions, but from a larger pool of people, often through the Internet.
“The Central Florida area is really becoming a hotbed for innovation and entrepreneurship,” said Tammie Nemecek, Director, GrowFL. “Funding plays such a key role in the entrepreneurial ecosystem that we knew this event would provide significant value and resonate within this region.”
Innovation, Entrepreneurship and Crowdfunding Today brings together leading venture growth and crowdfunding experts to share their insights into the latest opportunities, strategies and trends in these areas, including accredited investor equity crowdfunding, which the U.S. Securities and Exchange Commission has recently allowed.
The event will be moderated by Seth Joseph, a shareholder with the law firm Carlton Fields Jorden Burt. Joseph has extensive experience in capital formation for growth companies.
Equity crowdfunding was recently made possible by the SEC’s reversal last year of a regulation that barred companies from soliciting investment funds absent a pre-existing relationship with the prospective investor.
“This change has made more than $1 trillion of sidelined investment capital accessible to earlier stage companies that weren’t ready to go public and trade on a securities exchange,” said Joseph. “Companies tapping into the power of social media have had great success and are fueling crowdfunding’s growth.”
In addition to Joseph, other guest speakers will include Rick Wassel, Executive Director and General Manager for Florida Hospital’s Health Village and International Development initiatives; Elton Rivas, Co-founder, One Spark, The World’s Crowdfunding Festival, based in Jacksonville, Fla.; Heather Schwarz-Lopes, Chief Strategy Officer and Co-founder of EarlyShares, a crowdfunding platform; and Robert Tatum, a Sr. Partner with Financial Partners Network in Fort Lauderdale.
This program is made possible in part by the Economic Development Commission of Florida’s Space Coast, Florida High Tech Corridor, Titusville Area Chamber of Commerce, and The Greater Palm Bay Chamber of Commerce. This is in addition to the many stakeholders, sponsors and supporters of GrowFL.
Foto: Archer 10, Flickr, Creative Commons. Oportunidades en China
MIT Sloan School of Management will hold its first-ever Latin America-China Conference: Prospects & Challenges for Economic Growth on August 28-29 at the Sheraton WTC Hotel in São Paulo, Brazil. The conference will also be available worldwide via live streaming.
The event, which brings together prominent academics including four MIT faculty, many business leaders, and policy advisors, features networking opportunities and panel discussions focused on the economic future of Sino-Latin American relations. It is open to the public who can register at MIT Sloan Latin America – China Conference.
“The economies of China and Latin America are interwoven at an unprecedented level and given this level of interdependence, the two regions need to understand each other better,” says Yasheng Huang, International Program Professor in Chinese Economy and Business at MIT Sloan, who will speak at the symposium.
Chinese trade with the region has surged more than 20-fold since 2000. But growth in China—which is the world’s second-largest economy—is slowing down, and the downshift has important implications for Latin America.
“Relative to the level of trade and investments, the intellectual understanding of China in Latin America is low,” says Huang. “We have assembled managers, policymakers, and academics in both regions, as well as scholars from MIT, to delve into issues that may be missing from the headlines of the newspapers and media.”
Some of the conference’s speakers include: Vittorio Corbo Lioi, former Governor of the Central Bank of Chile, Jian Gao, Former Vice Governor at the China Development Bank, Ilan Goldfajn, Chief Economist at Itaú Unibanco Bank Brazil, André Loes, Chief Economist at HSBC Latin America, Paul Mackel, Managing Director at HSBC Hong Kong, Enrique Ostalé, Executive Vice President, President and CEO of Walmart Latin America, and Alejandro Werner, Director of Western Hemisphere Department at the International Monetary Fund.
The conference also features a technology and social media component. All panels will be livestreamed and viewers are invited to ask questions via Twitter during an on-air interactive session. Those wanting to view the session online can register via the website to watch the entire conference broadcast live online.
“This is an exciting development because it enables anyone who is interested in the future economic dynamics of China and Latin to take part in this conference,” says Roberto Rigobon, Society of Sloan Fellows Professor of Management and Economics at MIT Sloan, who will also speak at the forum. “Both places will benefit from more cooperation and understanding.”
. Wharton te invita a la presentación de su MBA en Miami
Wharton invites Miami’s professionals to join them at a Wharton Full-Time MBA Admissions presentation.
The MBA Admissions event in Miami is confirmed for Wednesday August 20th from 7 to 9 pm, at JW Marriott, 1109 Brickell Av. Miami, FL.
Globally recognized as a trailblazer in business education, the Wharton MBA is known for its intellectual leadership and innovation. Additionally, it gives you access to an alumni network 92,000 strong that spans 145 countries.
Switzerland as a financial center in the age of transparency, exchange of information, and anti-money laundering: that is the topic for a FIBA Wealth Breakfast, next August 14th.
John J. Ryan, Jr., President at CISA Trust Company (Switzerland) SA, will speak about:
Double Tax Treaties between Switzerland and the leading LATAM countries;
OECD initiatives and the new OECD automatic exchange of information standard;
FATF initiatives treating tax evasion as money laundering, and suspicious activity reports.
DATE: Thursday, August 14th, 2014 TIME: 8:00 AM – 10:00 AM LOCATION: FIBA Training Room 80 SW 8th Street, Suite 2107, Miami, FL 33130
Santiago Ulloa, founding partner of WE Family Offices. Courtesy Photo . WE Family Offices: How To Manage HNW In An Increasingly Globalized Environment
FIBA organices a new webinar, Understanding the Family Office Landscape, the next Tuesday, August 19th from 11:00am – 12:30pm EST.
Join WE Family Offices Managing Partners Maria Elena Lagomasino, Santiago Ulloa and Michael Zeuner for an interactive webinar discussing the family office landscape. Mel, Santiago and Michael will discuss the following topics:
What is a family office?
How is a family office different from a bank or other type of wealth management firm?
What are the different types of family offices?
How can a wealthy family determine whether a family office is right for them?
What does it cost to build or hire a family office?
Photo: KayGaensler, Flickr, Creative Commons. The Miami Selectors Event is Brought to a Close with Debates on Equities, Flexible Strategies, and High Yield
Latin American countries seeking to remain internationally competitive need to invest close to five percent of their GDP to bridge the region’s infrastructure gap. That presents big opportunities for firms throughout the hemisphere. Those opportunities will be highlighted at the Trade Americas & ConnectAmericas Expo: Building the Americas, to be held Sept. 3-4 in Miami, Florida.
Organized by the Inter-American Development Bank (IDB) and its ConnectAmericas initiative, in conjunction with Latin Trade Group, the infrastructure conference will bring together business and government leaders from Latin America and the Caribbean (LAC), the United States and other regions of the world interested in exploring business and investment opportunities in the region. Also attending will be representatives from country agencies responsible for infrastructure development.
The conference program features panel discussions by public and private sector leaders on a variety of subjects, including financing available to small and medium size companies (SMEs); trends in renewable energy and energy efficiency; transportation and logistics; urban infrastructure; public-private partnerships (PPPs); mass rapid transit systems; and doing business with the IDB.
The infrastructure expo will include a full day of business matchmaking that will give participants the opportunity to connect with potential clients, suppliers and investors from throughout the region and the rest of the world.
The Trade Americas & ConnectAmericas Expo will feature the launch of the ConnectAmericas.com Infrastructure Business Community, a virtual space where infrastructure developers will find potential local partners, suppliers and service providers for infrastructure tenders being published throughout the region.
Trade Americas & ConnectAmericas Expo partners include: Enterprise Florida, the US Hispanic Chamber of Commerce, the US-Mexico Border Energy Forum XXI, and WEConnect International. ConnectAmericas.com partners include: Alibaba.com, DHL, Visa and Google.Trade Americas & ConnectAmericas Expo sponsors include: Emerson and the Goodyear Tire & Rubber Company.
