Photo: Miami. Fintech LatAm Will Explore in Miami New Technologies and Trends That Are Changing the Financial Ecosystem
According to organizers of the event, which include Florida International Banking Association (FIBA), LAVCA, and media and marketing agencies Nobox and CVOX, amongst others, “Fintech Latam” in Miami will open its doors on the 24th September to hold a one day event which will bring together the largest banks in Latin America, Europe and the U.S. to discuss the changing face of the financial ecosystem and to explore new technologies, ideas, and trends that will change the financial ecosystem as we know it today.
About 200 banking managers, IT professionals, and financial technology entrepreneurs are expected to attend. The event will be held just after the FELABAN XXIX CELAES 2014 FIBA Bank Security Conference, which expects 600 attendees, amongst whom Fintech Latam will be promoted.
The following are amongst the topics to be discussed on the 2014 Fintech Latam agenda:
A world withoutbanks – Will technology render banks obsolete?
Bitcoinand More – Are we facing a new era of digital currencies?
Regulation and digital frontiers – Promoting innovation while ensuring stability
Bankingon social networks? Is Facebook about to take over with e.social banking?
The conference will be held at The Light Box in Miami’s Wynwood district, the city’s most innovative quarter and home to Miami’s emerging technological community.
For further information or to attend the event please visit the following link.
Morningstar has announced the speakers and agenda for its fifth annual ETF Conference Sept. 17-19 at the Sheraton Chicago Hotel and Towers. The conference features experts from across the exchange-traded fund (ETF) industry along with Morningstar’s analysts to provide in-depth knowledge and perspective for advisors, asset managers, and fund providers.
“We’re bringing together some of the sharpest minds in the industry for our fifth annual ETF conference this fall. We shape each year’s agenda with investors in mind and focus on the tactics, strategies, and portfolio management tools to help financial professionals successfully incorporate ETFs into their portfolios and achieve better investing outcomes,” Ben Johnson, Morningstar’s director of manager research for global passive strategies, said. “The ETF industry continues to witness significant asset growth, and at the same time is increasingly more complex. Strategic beta, ETF managed portfolios, and active ETFs are growing in popularity, and our goal is to shine a light on these strategies to help investors understand and apply them effectively.”
Russ Koesterich, chief investment strategist for BlackRock and chief global strategist for iShares, will deliver the keynote opening address on Wednesday, Sept. 17. Eugene Fama, Robert R. McCormick Distinguished Service Professor of Finance at The University of Chicago Booth School of Business, will present the keynote luncheon address on Thursday, Sept. 18.
General session speakers include Dr. David Kelly, JP Morgan; Jerome Schneider, PIMCO; and Ronen Israel, AQR; who will speak on Thursday, Sept. 18, and Wesley Gray, Drexel University, who will speak on Friday, Sept. 19.
The ever-popular “Meet the Pundits” panel will close the conference on Friday, Sept. 19. Moderated by Brendan Conway, Barron’s, Morningstar’s Johnson; Matt Hougan, ETF.com; and Tom Lydon, ETF Trends, will provide a no-holds-barred discussion of the current and future state of the ETF industry.
The conference includes 15 breakout sessions focusing on three key areas: strategic, tactical, and managed portfolio solutions. Featuring speakers from Blackstone/GSO, Envestnet, Fidelity, Guggenheim, MSCI, Nuveen Investments, State Street Global Advisors, S&P Dow Jones Indices, Vanguard, and WisdomTree, among other firms, the sessions will cover a wealth of timely topics, including:
Strategic beta;
Best practices in ETF trading;
ETF managed portfolio strategies;
Opportunities and dangers in reaching for yield;
Re-thinking exposure to emerging markets;
Equity income strategies among ETFs;
Accessing alternative strategies and asset classes through ETFs; and
Managing interest-rate risk and the role of fixed income.
More information about the 2014 Morningstar ETF Conference, including the full agenda, hotel accommodations, and complete registration information, is available at this link.
Fiserv announced that Dr. Ben S. Bernanke will speak at Fiserv Forum, its fall conference for credit union clients, to be held Sept. 8-11, 2014 at the Orange County Convention Center in Orlando, Florida.
Dr. Bernanke served consecutive terms as chairman of the Board of Governors of the Federal Reserve System from 2006 to 2014. He also served as chairman of the Federal Open Market Committee, the System’s principal monetary policymaking body. Before his appointment as chairman of the Fed, Dr. Bernanke was chairman of the President’s Council of Economic Advisers, from June 2005 to January 2006.
A distinguished economist and scholar, Dr. Bernanke has published articles on a wide number of economic issues and held professorships at Princeton, Stanford, New York University and the Massachusetts Institute of Technology.
“Dr. Ben Bernanke served as the single-most influential person on the global economy for nearly a decade, and was a key leader in helping the United States successfully navigate the global financial crisis,” said Jeff Yabuki, President and Chief Executive Officer of Fiserv. “We are certain that his experience and insights will help inform the strategies of our clients, who are constantly looking for new ways to drive innovation, efficiency and value.”
Forum features dozens of educational and strategy sessions, covering the areas impacting financial services and their implications for the future. Based on proprietary Fiserv research, conference content was carefully crafted to deliver actionable insights that credit union leaders can use to improve the growth, efficiency and profitability of their institutions.
Art Basel Miami 2013
. Wealth Management Industry Meets around Art Basel Miami 2014
In the heart of one of the world’s most important art happenings, DC Finance will host its second highly praised US wealth management conference, at W South Beacha day before the opening of Art Basel. During the rest of the week, thousands of the top UHNW Latin American families as well as collectors and families from all around the world meet in South Beach for this annual luxury art event.
Florida Annual Family Office & Wealth Management Conferencewill take place onDecember 2nd, at The W South Beach, and from 3rd to 6th there will be luxury events.
“Join the top high net worth Latin American community members in a unique new setting brought to you by the producers of the East Coast FO conference. Enjoy our first tier conference alongside a series of luxury Art and Life Style events throughout the Art Basel week”, says DC Finance.
The idea is provide the guests with a different kind of wealth management experience. They deliver first tier content, top notch, geographically varied and some never heard before speakers, with the opportunity for family members to meet new peers that one won’t meet anywhere else.
DC Finance manages one of the world’s largest family office events in Tel Aviv and a highly praised NYC event each fall in NYC.
Speakers include:
Profesor Uzi Arad, Former Head of the Israeli National Security Council and Advisor to PM, Director of the Intelligence Division at the Mossad – Israel’s Foreign Intelligence Service. Currently Professor of Government at IDC’s Lauder School of Government, Diplomacy and Strategy.
Mr. Yalkin Demirkaya, President Cyber Diligence Inc
Ms. Lisa Firestone Von Winterfeldt, Founder Firestone von Winterfeldt Family Fund
Mr. Jack Hidary, Co-Founder EarthWeb
Mr. Yaky Yanay, President & COO Pluristem
Ms. Candice Beaumont, Chief Investment Officer L. Investments
Mr. Scott Black Founder, President Delphi Management
Mr. Jim Warner, Advisor, author, speaker on Business Transitions and Personal Transformation Boulder, CO – USA
Mr. Walter O’Brien, Founder Scorpion Computer Services
Mr. Yalkin Demirkaya, Founder Cyberdiligence, Inc. and Former Head of NYPD’s Computer Crimes Investigation Unit
Mr. John Mcleod, TEP Director, International Solutions RBC
Ms. Kirby Rosplock, PhD, Author of The Complete Family Office Handbook
Mr. Erik Wachtmeister, Founder Best Of All Worlds
Countess Louise Wachtmeister, Founder Best of all Worlds
Ms. Lauren Berger, CEO The Lauren Berger Collection
Ms. Sylvia Earle, Founder Mission Blue
Ms. Wendy Craft, Executive Vice President and General Counsel MFR Equity
Mr. Guy Martinovsky, CEO Eden Gallery
Through a series of panel sessions and presentations, the conference expects to cover topics related to the following subjects as well as other areas of interest and concern facing your everyday life:
• The Global Macro Economy • Traditional and Alternative Investing (dedicated panels will cover investments in Oil & Gas, High Tech, Real Estate and Art) • Legal & Tax Issues • Personal & Financial Security and other Lifestyle Issues • Washington/Legislation/Fed Policy/Mid-Term Elections • International Trends and Developments for Family Offices • Family Office Governance • Successfully Managing Family Dynamics • Accounting and Tax Strategies • Philanthropy
Following the conference and throughout the art basel week, here is a glimpse of what attendees will enjoy:
• A dinner at the versace mansion • Cocktail party at the famous sls hotel – hyde lounge: hosted by some of the world’s leading luxury brands • Art basel / design Miami private guided tours: special vip guided tours at the miami’s best art events • Art brunch: special lectures by prominent figures in art world • Collection visits: meetings with some of the world’s top collectors
The opportunities and challenges of private equity investments in Mexico. Amexcap Brings a Delegation to New York to Discuss Private Equity Investments in Mexico
Amexcap is proud to bring together General Partners, Institutional Investors, specialist service providers, policy makers and industry players from Mexico and the United States to discuss the opportunities and challenges of private equity investments in Mexico.
Amexcap will bring a delegation of Mexican GPs, LPs, specialist service providers and policy makers to New York to discuss the opportunities and challenges for private equity investments in Mexico, where a stable macroeconomic environment with positive growth prospects, rising consumer purchasing power, and recent structural reforms to national policies and regulations have contributed to increased deal flow opportunities and the growth of the Mexican private equity industry.
Discussion topics include:
Mexican Economy Overview and the Reforms
NAFIN’s role in the Mexican Private Equity Industry
The Future of the Energy Reform in the Mexican Industry
The Current and Future State of Mexican Private Equity
Institutional Investor Views on the Mexican Market
Challenges and Opportunities for Pension Fund System in Mexico
Cross border co-investment opportunities for US-Mexico GPs
The Future of the Energy Reform and Private Equity Opportunities
Investment Opportunities in the Energy Sector
Real Estate Investment Opportunities in Mexico for Global Investors
Legal Developments and Fund Formation in Mexico
Venture Capital Funds and Business Model Innovation in Mexico
Investment Opportunities in the Telecomm and Infrastructure Sectors
Private Equity Case Studies in Mexico
They had over 150 people joining them during last year edition: 31 Limited Partners managing over $1 trillion USD, 24 General Partners and 15 Service Providers, Mexican Government Institutions such as: Nafin, (Development bank owned by the Mexican government), Consar (National Commission for the Pension System) and the SHCP (Finance Ministry).
Amexcap Members will have the opportunity to engage with new contacts and cement existing relationships. The event will foster One-on-One meetings between GPs and LPs.
Complimentary access is given for qualified institutional investors, please contact Martha Terres: mterres@amexcap.com for LP access.
Foto: MarcioCabraldemoura, Flickr, Creative Commons. El grupo de private equity EQT abre oficinas en Madrid
In light of the current round of “stress tests” on European banks, global investors are looking for distressed real estate debt and asset opportunities across Europe. Spain is among the most appealing European countries for such strategic investment opportunities.
K&L Gates organizes an informative program on investment opportunities in Spanish distressed real estate assets. The panelists will discuss the key opportunities and risks that such global investors should consider:
Opportunities in distressed real estate assets: from non-performing loans to real estate owned assets in Spain.
Practical aspects of the acquisition process: the view of the local experts.
Legal and tax aspects of structuring deals: investment structures for a U.S. investor.
Presenters include banking, real estate, legal, tax and policy professionals from the following companies:
Grupo Arcano – Spanish Independent Advisory Services Firm
Aguirre Newman– Spanish Real Estate Consultancy
CMS Albiñana & Suárez de Lezo – Spanish Law Firm
K&L Gates– U.S.-based Global Law Firm
The panel discussion will be followed by a Spanish wine and tapas reception. The event will take place on June 5th, 2014, in K&L Gates, 599 Lexington Avenue, New York, from 5 pm to 8 pm. Please RSVP by clicking this link. To RSVP, also contact the New York Events Team, or visit the event page on the Web.
Foto: BertKaufmann, Flickr, Creative Commons. La gestora de la estadounidense Northern Trust registra en España su sicav irlandesa
Morningstar is hosting its 26th annual investment conference for financial advisors Wednesday, June 18 through Friday, June 20, at McCormick Place Convention Center in Chicago.
This year’s keynote speakers are Michael Hasenstab, executive vice president and chief investment officer for global bonds for Franklin Templeton Investments, who will open the conference on June 18; Bill Gross, founder, managing director, and co-chief investment officer of PIMCO, who will address attendees on June 19; and Cliff Asness, founder, managing principal, and chief investment officer of AQR Capital Management, who will speak on June 20. Michael Falk, partner, Focus Consulting Group, and chief strategist and partner for a global macro hedge fund, will speak at the closing general session on June 20.
“This year’s conference features an all-star lineup of managers and industry experts,” Scott Burns, director of global manager research for Morningstar, said. “We’ve selected many of the fund industry’s most prominent thinkers to share their views on navigating today’s market environment. The dialogue over these few days in June will cover superior stock selection, global investing, emerging markets, unconstrained fixed-income strategies, the latest thinking on ‘strategic’ or ‘smart’ beta, up-and-coming managers, dividend investing, and more. Advisors will come away equipped with new insights and resources to better serve their clients and help them meet their investing goals.”
General Sessions:
Panelists Will Danoff, portfolio manager, Fidelity Asset Management; Dennis Lynch, head of growth investing, Morgan Stanley Investment Management (and winner of Morningstar’s 2013 U.S. Domestic-Stock Fund Manager of the Year award); and Chris Davis, co-portfolio manager, Davis Large Cap portfolios, Davis Funds, will share their take on what contributes to a robust business model and how they uncover early signs of structural shifts to better pick stocks.
David Herro, portfolio manager, The Oakmark Funds; Sarah Ketterer, chief executive officer and portfolio manager, Causeway Capital Management; and Rob Lovelace, president, Capital Research and Management Company, will discuss prospects and pitfalls in international investing.
Ben Inker, co-head of asset allocation, GMO, LLC, and Dennis Stattman, managing director and portfolio manager, Blackrock, will shed light on the most compelling investing opportunities amidst a global backdrop.
June 18 Research Roundtable
Morningstar’s Michael Holt, global head of equity and corporate credit research; Bob Johnson, director of economic analysis; Russ Kinnel, director of manager research and editor of Morningstar® FundInvestorSM; and Daniel Needham, global chief investment officer, Morningstar Investment Management, a unit of Morningstar, Inc., will hold a research roundtable, moderated by Burns.
June 19 Breakout Sessions
Masha Gordon, executive vice president, PIMCO; Justin Leverenz, portfolio manager, OppenheimerFunds; and David Rolley, vice president and portfolio manager, Loomis, Sayles & Company, will debate opportunities and pitfalls in emerging-markets assets.
Bill Eigen, managing director, J.P. Morgan Asset Management; Mark Egan, chief investment officer, managing director, and portfolio manager, Reams Asset Management; and Mohit Mittal, managing director and portfolio manager, PIMCO, will examine unconstrained bond strategies.
Rick Ferri, founder, Portfolio Solutions, and Chris Brightman, managing director and head of investment management, Research Affiliates, will explore the pros and cons of the proliferation of new indexes.
Kinnel will moderate a discussion with Morningstar analystsMichael Rawson, Katie Reichart, and Michelle Ward about Morningstar’s manager research process and some of their favorite funds.
Up-and-coming managersMarian Kessler, analyst and portfolio manager, Becker Capital Management; Jan Dehn, head of research, Ashmore Investment Management; and Bernard Horn, president and portfolio manager, Polaris Capital Management, LLC, will share their investment approaches.
John Rogers, founder, chairman, chief executive officer, and chief investment officer, Ariel Investments; Stephen Yacktman, senior vice president, chief investment officer, and portfolio manager, Yacktman Asset Management; and Staley Cates, president and chief investment officer, Southeastern Asset Management, Inc., will discuss how a focus on economic moats can benefit investment returns.
David Blanchett, head of retirement research, Morningstar Investment Management; Michael Kitces, partner and director of research, Pinnacle Advisory Group; and Allan Roth, founder, financial planner, and writer, Wealth Logic, LLC, will dive into the latest research on hot-button issues in retirement investing.
Brooks Friederich, director of fund strategist portfolios, Envestnet Asset Management, and Alicia Nisberg, advisory platform product manager, Commonwealth Financial Network, will cover best practices for selecting ETF managed portfolio strategies.
June 20 Breakout Sessions
Josh Peters, director of equity-income strategy, Morningstar; Thomas Huber, portfolio manager, T. Rowe Price; and Don Kilbride, portfolio manager, Wellington Management, will spotlight opportunities to invest in dividends with downside protection.
Joel Greenblatt, managing principal and co-chief investment officer, Gotham Asset Management, and Michael Aronstein, portfolio manager, Marketfield Asset Management, will discuss how to succeed in long-short fund management.
Robert Amodeo, head of municipals, Western Asset Management; Joe Deane, executive vice president and head of municipal-bond portfolio management, PIMCO; and John Miller, co-head of fixed income, Nuveen Asset Management, will delve into the closed-end municipal-bond fund landscape.
Michael Buchanan, head of credit, Western Asset Management Company; Scott Page, vice president, director, and portfolio manager, Eaton Vance Management; and Eric Mollenhauer, portfolio manager, Fidelity Asset Management, will explore opportunities and potential land mines among bank-loan funds.
Preconference Workshops
All registered attendees to the Morningstar Investment Conference may attend one of two complimentary preconference workshops—on alternative investments or asset allocation—at McCormick Place from 11 a.m. to 2 p.m. Central Time on June 18. Lunch is provided. Registered conference attendees will receive email instructions to sign up for the workshop of their choice.
More information about the Morningstar Investment Conference, including the full agenda, hotel accommodations, attendee registration, and continuing-education credits, is available at this link. Conference updates are also available on Twitter at this link or through the conference hashtag: #MICUS.
Foto: Kevin Hutchinson. La corrección de las acciones USA
The Chief Executive Officers of 6 of the leading companies in Mexico will be presenting at the 4th Annual Mexico Day Investor Luncheon on Monday, May 12, 2014 from 12:00pm – 2:30pm at the New York Stock Exchange. This year’s event will focus on the leaders of the Mexican economy, those heads of companies who, via their ideas, talent and dedication, have shaped Mexico’s financial markets and redefined the concept of business in the region.
Presenting at Mexico Day 2014 will be:
Mr. Alonso Quintana Kawage, CEO of Empresas ICA (NYSE: ICA, BMV: ICA)
Mr. Fernando Bosque, CEO of Grupo Aeroportuario del Pacifico (NYSE: GAP; BMV: PAC)
Mr. Alejandro Valenzuela del Rio, CEO of Grupo Financiero Banorte (BMV: GFNORTE)
Mr. Jose Manuel Contreras, CEO of Grupo Senda Autotransporte
Mr. Luis Barrios, CEO of Hoteles City Express (BMV: HCITY)
Mr. Alberto Chretin, CEO of Terrafina (BMV: TERRA)
Other companies participating in the event include:
America Movil (NYSE: AMX; BMV: AMX)
Alpek (BMV: ALPEK)
Coca-Cola Femsa (NYSE: KOF; BMV: KOF)
Consorcio Ara (BMV: ARA)
FEMSA (NYSE: FMX; BMV: FEMSA)
Genomma Lab Internacional (BMV: LAB)
Gentera (BMV: GENTERA)
Grupo Carso (BMV: CGARSO)
Grupo Financiero Inbursa (BMV: GFINBUR)
Grupo Sanborns (BMV: GSANBOR)
Televisa (NYSE: TV; BMV: TLEVISA)
Industrias Bachoco (NYSE: IBA; BMV: BACHOCO)
The luncheon will be held at:
New York Stock Exchange
2 Broad Street, 7th Floor Main Dining Room
(security checkpoint at corner of Wall Street & Broad Street)
New York, NY 10005
After the luncheon, the participating companies will be available for group investor meetings at BNY Mellon’s offices. Registration and Picture ID are required for entry. To register for the investor luncheon or group meetings, please visit.
This event is sponsored by NYSE Euronext, BNY Mellon and i-advize Corporate Communications, Inc. and is open to investors and analysts at no cost.
For more information, please contact Melanie Carpenter at Tel: 212-406-3692 or mcarpenter@i-advize.com
Foto: JKleeman. Condoleezza Rice dará el pistoletazo de salida a INSITE 2014 de Pershing
Rapid advances in technology, a generational sea change from Boomers to Millennials, and the emerging prominence of women advisors as a competitive differentiator are just a few of the ways in which advisors and broker-dealers are being challenged to reimagine and retool their businesses. These and other mission-critical developments will be explored over three days at INSITE 2014, the annual event for registered investment advisors and broker-dealers hosted by Pershing LLC, a BNY Mellon company. This year’s conference will take place June 4-6 in Hollywood, Florida.
The unprecedented changes underway in the advisory business constitute a “call to action” that industry participants must respond to – or risk ending up behind the competitive curve. Among these imperatives, which have shaped the agenda for INSITE 2014:
Investor appetite for innovative products and services tailored to their particular stage in life and demographic category is stronger than ever. As a result, advisors must serve their clients more effectively while running their businesses more efficiently. Delivering a new generation of highly integrated, scalable technology-based solutions that meet or exceed client expectations is central to Pershing’s mission.
Advisors must embrace the impact of Millennials as they succeed their more senior Boomer counterparts. Unless they develop and deploy practices that support this ‘changing of the guard,’ they will squander the opportunity to launch their businesses into this new era.
The continuing expansion of women as material earners in the workforce, combined with a major wealth transfer in the coming decade, has placed advisory firm principals on notice. Strategies that recognize the positive impact of women advisors on best practices and the bottom line will be rewarded in the coming decade.
“Pershing’s commitment to supporting the success of our clients and their investors requires us to maintain a solid foundation for growth based on best-of-breed technology and innovative solutions,” said Caroline O’Connell, chief strategy officer at Pershing. “INSITE 2014 will provide advisors and broker-dealers with highly relevant, content-rich programming empowering them and their clients to succeed and grow in what is shaping up to be the most challenging and exciting era the industry has seen.”
Drawing on the broad success of last year’s conference, INSITE 2014 will bring together global thought leaders who will address in practical terms the issues that are redefining and driving today’s industry agenda, including:
The Dawn of a New Technology Age for Advisors: Insights into the strategies, people and processes needed to harness emerging technologies in today’s global advisory business. Sessions will highlight ways in which advisors are leveraging integrated data management, reporting and technology solutions to deliver distinctive, investor-centric services, including the enhanced NetX360 platform, the newest developments from Albridge Wealth Reporting and new NetXInvestor portal.
Financial Solutions:Sessions focusing on Pershing’s new Retirement Plan Network, FundVest 200, the Pershing Turnkey Managed Account offering and Fully Paid Securities Lending.
Business Growth: Pershing’s latest research shows that organic growth can yield six times greater ROI than traditional recruiting. Rich, interactive discussions will center on effective practice management founded on consultative, consistent and connected client and investor relationships.
Today’s Top Regulatory Concerns: Dual registrants…Conflicts of interest…Safety of assets…Custody issues…. INSITE 2014 attendees will delve into the unprecedented regulatory and compliance challenges confronting RIAs today.
New Perspectives – Alternative Mutual Funds as an Investment Solution: An exclusive panel will discuss the continuous growth of alternative mutual funds—also called liquid alternatives or alternative ’40 Act funds—and how Pershing can help access these solutions through consultative guidance. It also will cover the helpful tools for clients who wish to actively manage long/short allocations.
In addition to valuable opportunities to network and learn first-hand from industry leaders as well as peers, INSITE 2014 attendees will enjoy featured presentations from a stellar list of speakers, including:
Condoleezza Rice, who served as the 66th Secretary of State of the United States, the second woman and first African American woman to hold the post, and as National Security Advisor under President George W. Bush, the first woman in that role, will deliver the keynote address.
Joe Torre, Executive Vice President for Baseball Operations for Major League Baseball, who earlier led the New York Yankees to four World Series wins during his 11-year span as manager, will share his leadership insights.
As part of BNY Mellon’s corporate social responsibility program, Pershing is proud to support FEED at INSITE 2014. Throughout the first two days of INSITE 2014, attendees will have the opportunity to put together food backpacks to benefit a local South Florida food bank. In addition, each attendee will receive a FEED conference tote bag. For each bag gifted, 10 meals will be provided to children globally. This tote bag sale is part of FEED’s mission to “create good products that help FEED the world.” Each FEED bag, apparel item, and accessory sold has a set donation built into the cost of each product, which provides meals and micronutrients to children around the world.
INSITE 2014 is expected to attract more than 2,300 attendees, including investment professionals, independent RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives. It will be held at The Westin Diplomat, Hollywood, Florida. For additional information and to register online, please visit www.INSITE2014.com. To keep up-to-date on INSITE 2014 and to join the conversation on the issues that will be discussed, follow us on Twitter @Pershing and use hashtag #INSITE2014.
Activity in the Spanish real estate market over the last few months has shone an increasingly bright light on the opportunities for international private equity players searching for yield, with deals involving Apollo and Santander, Kennedy Wilson-Värde Partners and Popular, TPG Capital and Caixa, HIG Capital and Sareb, Intu and CPPIB, Cerberus and Bankia and a host of others. Investor appetite –Blackstone, Centerbridge, Fortress, Goldman Sachs, KKR, Lone Star, Northwood, Pimco, Soros, Starwood, WL Ross, etc. are also actively seeking and/ or executing deals – is undoubtedly ramping up, as is the industry’s penchant for innovation, as evidenced in recent moves to transpose successful single-family rental home strategies from the United States to the Spanish market.
Information Management Network and Planner Exhibitions present the inaugural Private Equity Fund Forum on Spanish Real Estate taking place this May 28-29 in Madrid. The Forum brings together local financial institutions, developers, workout and restructuring specialists, legal experts, regional and national government authorities as well as leading international investments funds to analyze all of the opportunities presented by Spain’s nascent real estate recovery, while frankly assessing the challenges that lay ahead for a full-blown recovery to take shape. As ever, there will also be plenty of networking events, al- lowing participants from both sides of deal teams to make connections and develop relationships.
The event will take place inthe South Convention Center of Feria de Madrid (Recinto Ferial Juan Carlos I, Madrid, Spain). For the most up-to-date list of speakers please visit http://www.imn.org/spain.
The economic overview: Why is the Spanish Economy Attractive to Foreign Real Estate Investors?; Becoming Familiar With Government Incentives Designed to Facilitate Investment in the Spanish Real Estate Sector; Understanding the SAREB Asset Mix and Deal Making Process; Opportunities on the Open Market by Asset Class, Sector, and Geography; Examining the Lender Landscape: Interest Rates, Risk Factors, and Major Credit Providers… are some of the topics to be discussed. For the most up-to-date agenda please visit http://www.imn.org/spain or the attached document.
To register, use the following phones: + 1 212 224 3428 (US) or + 44 (0) 207 779 8999 2 (UK); or hotline@imn.org 3.
