Photo: Sphilbrick. Venture Capital Culture in South Florida, under Analysis in Miami
Miami Finance Forum (MFF), in the framework of Power Breakfast Discussions, will celebrate an event to speak about venture capital in South Florida. On Wednesday, April 23rd, 7.30-10 am at Conrad Hotel, Miami.
The Moderator will be Scott M. Moss, CPA, Managing Partner at Cherry Bekaert Advisory Services. Scott’s client service activities are focused on providing Transaction Advisory Services and numerous domestic and multinational companies and private equity funds have benefitted from Scott’s guidance in all areas of mergers, acquisitions and due diligence. Scott has successfully advised clients on transactions with cumulative transaction values of more than $3 billion.
The speakers will be:
Greg Baty is a principal at the Florida-based company Hamilton Lane and is primarily focused on the activities of the Florida Growth Fund. Prior to joining Hamilton Lane in 2009, Greg hadinvestment positions within the private equity marketplace and previous experience with venture finance at Sand Hill Capital and Garage.com (Garage Technology Ventures).
Thomas “Tigre” Wenrich is a Director at Open English Holdings, Inc., and from 2009 to 2013 served as the COO and CFO, growing the company from commercial launch to over $50M in annual revenues. Today Open English is the leading on-line language school in the Americas, helping more than 100,000 active students to learn English over the internet. Under his leadership, Open English raised over $120M of Venture Capital in four rounds of investment from firms including Redpoint, Insight, and Technology Crossover Ventures.
Susan Amat is the founder of Venture Hive, an entrepreneurship education company that help governments and municipalities develop innovation ecosystems through K-12, university, and incubator/accelerator programs. A serial entrepreneur, she built businesses in the entertainment industry for over a decade, including the first CD-Rom magazine and a national television show on the E! Network.
Albert Santalo is the Chairman, CEO, and President of CareCloud. He founded the Miami-based company in 2009 with the goal of enhancing healthcare delivery through user-friendly, cloud-based technologies that connect physicians to their patients and each other. CareCloud has since become a leading provider of cloud-based health IT software and services, attracting physicians across 50 specialties in 48 states.
Marco Giberti is a successful entrepreneur and angel investor with more than 20 years of intensive experience in marketing and communications with focus on the media, internet and events industry. After several years in a successful career as a corporate executive at Apple computers, Mr. Giberti decided to give free rein to his entrepreneurial spirit and became Co-founder and Board Member of Mind Opener, a leading publishing group in Latin America that was later sold to British Pearson Media Grou, and Co-founder and Board Member of e-mind, an internet and media communications company that was sold to Liberty Medi, among others.
The event will take place at Hotel Conrad in Brickell Avenue. For more information or registration use this link.
Real Estate Investment World Latin America 2013. Photo: Terrapinn. LatAm's Real Estate Investment Industry Meets in Miami
Real Estate Investment World Latin America, organized by Terrapinn, is the leading conference for investors, real estate funds, fund of funds, and developers capitalizing on opportunities in Latin America’s hottest and emerging real estate markets.
In 2014, the event will take place alongside Private Equity World Latin America, bringing even more networking opportunities. It will take place in Miami, on 6th-7th, May.
During two days, the same as Private Equity World Latin America summit, attendants will be able to network with top Latin American investors including AFP Profuturo, Fondo de Fondos and CORFO; hear how international investors are allocating to LatAm from Florida State Pension Plan Board, Chevy Chase Fund, CERN and more; understand how family offices like Quilvest, CV Advisors, Forrestal Capital, WE Family Office, AKRO Group and WLD Enterprises are choosing between direct opportunities and funds; explore opportunities in Mexico’s emerging REIT market with Fibra Uno, Macquarie Group and Terrafina; identify new opportunities in Colombia and Peru’s housing, retail and logistics markets with Terranum Capital, Avenida Capital and Tierra Partners.
Among the companies that will attend are YMCA Retirement Fund, Terranum, Florida State Board of Investments, Terrafina, Coral Gables Trust, Fibra Uno, Chevy Chase Trust, Related Group – Brazil, Prudential Real Estate Investors, Morgan Stanley Alternative Investment Partners, Abraaj Capitaland many more.
To download the brochure, use this link and to register, this one.
Stella McCartney, Christian Louboutin and William P. Lauder, among the speakers. Photo: kentwang . A Deep-Dive into the Markets of the Future and Opportunities in the Luxury Scene
Now in its tenth year, the FT Business of Luxury Summit has become established as the premium thought leadership gathering for senior luxury executives, industry leaders, corporate decision makers and financiers from around the world.
Taking place in luxurious setting of the St. Regis Hotel in Mexico City, the 2014 Summit will take a deep-dive into the markets of the future, from the geographic to the virtual, and the value systems that make the difference.
The Summit will be lead by Lionel Barber, Financial Times’s Editor, and among the speakers will be the designer Stella McCartney (OBE); Bottega Veneta’s President and CEO Marco Bizzarri; Christian Louboutin’s Founder, Christian Louboutin; and Executive Chairman at Estée Lauder Companies, William P Lauder.
Other speakers will be Caroline Brown, President, Carolina Herrera; Jean Cassegrain, CEO, Longchamp; Roberto Stern, CEO & Creative Director, H.Stern; Andrew Keith, President, Lane Crawford and Joyce; Martin Wolf, CBE, Chief Economics Commentator, Financial Times; Yi Zhou, Multimedia artist, Art Director, tudou.com and Sina & Weibo ambassador.
This Summit will be a good opportunity to learn about 15 key markets of the future – both emerging geographical markets and virtual channels (social media, art, sport and sustainability) and discover how the world’s most prominent brands are looking to capitalise on them. Also, to gain incisive marketing intelligence from industry peers, participate in debates and hear the results of specially commissioned research. And to meet senior luxury executives from around the world at a series of networking functions incorporated into the programme, including a Welcome Reception at the exciting new Museo Jumex and a Gala Dinner at the spectacular Convento de San Hipólito.
Financial Times Business of Luxury Summit will take place on May 11, 12 and 13th. To see the programm follow this link.
Ann Steele es gestora del fondo de bolsa paneuropea de Threadneedle Investments.. “Estamos en el mejor escenario posible para la renta variable”
Ann Steele, Senior Fund Manager European Equities at Threadneedle, is visiting the US this week to give her view about European equity markets. Steele will meet with institutional investors in New York and Miami, on the 4th, 5th and 6th of March.
“The economic outlook for Europe continues to improve. Rhetoric from the European Central Bank remains supportive, while the economic backdrop across the single-currency zone has improved, notably in Germany and to a lesser extent in some of the peripheral economies”, highlights Steele. At the company level, Steele believes that the outlook remains encouraging, and continues to find good long-term opportunities in selected European equities, particularly those with robust earnings prospects and pricing power. “There is increasing interest in companies with strong domestic European operations which can benefit from the improving environment, rather than relying on stronger growth in emerging markets and elsewhere.”
Ann Steele joined Threadneedle in 2009 as a senior fund manager in the European equity team. Ann manages the Threadneedle Pan European strategy and various segregated mandates. Prior to joining Threadneedle, Ann worked at Pictet Asset Management, where she managed a number of institutional funds and oversaw significant growth in assets. She has also held senior investment positions at Gartmore and Henderson.
Ann graduated with LLB (Hons) and BMus (Hons) at University of Glasgow.
Wikimedia CommonsFibra Inn's hotel.. Fibra Inn Announces Investor Events in New York City and Mexico City
Fibra Inn, a Mexican real estate investment trust specializing in the hotel industry serving the business traveler, will host an Investor Day at the St. Regis Mexico City, on March 4-5 and at The Hotel Intercontinental Barclay Midtown in New York City on Wednesday, March 19, 2014.
Both events will feature presentations by management, featuring Mr. Victor Zorrilla, Chief Executive Officer; Mr. Joel Zorrilla, Chief Operating Officer; and Mr. Oscar Calvillo, Chief Financial Officer.
This event is by invitation only for portfolio managers and sell side analysts. For electronic registration and the agenda, please visit www.fibrainn.mx
For more details please contact i-advize Corporate Communications at (212) 406 3691 or by emailing mbarona@i-advize.com.
Fibra Inn is a Mexican trust formed primarily to acquire, own, develop, operate and rent a broad range of hotel properties in Mexico. Headquartered in Monterrey, Fibra Inn has a portfolio of high-quality hotels and geographically-diverse located in twelve states throughout Mexico, comprising approximately 4,118 rooms, which 664 are under construction. The Company has signed Franchise Agreements with IHG to operate its global brands Holiday Inn, Holiday Inn Express, and Holiday Inn Express & Suites; with Hilton to operate its brand Hampton Inn by Hilton; and is in the process with Starwood Hotels & Resorts Worldwide to operate the brand Aloft. Additionally, Fibra Inn has agreements with IHG, Marriott International and Wyndham Hotel Group.
James Swanson, estratega jefe de MFS Investment Management. Tres focos de preocupación para 2014 y todos conciernen al crédito
MFS International Team of Jose Corena, Managing Director, and Paul Brito, Associate Director, are hosting a dinner in Miami the 18th of March with Jim Swanson, MFS Chief Investment Strategist.
The event, by invitation only, will gather the investment professional community in Miami. James Swanson will offer his perspective on the global markets and what MFS is doing to pursue the best opportunities for investors today.
James Swanson, CFA, is an investment officer and chief investment strategist of MFS Investment Management. He is also a fixed-income portfolio manager. He is a frequent guest commentator on the markets on CNBC, Fox Business and Bloomberg Television and is often quoted in leading national and financial publications, including The Wall Street Journal, The New York Times, the Los Angeles Times and Investor’s Business Daily.
For more information on the diner, which will take place in Capital Grille, 444 Brickell Avenue, please contact Juan Garcia, at jugarcia@mfs.com or call 1-800-738-3669, x54195.
Foto: joiseyshowaa. FT y Aberdeen Asset Management visitan Miami en su gira norteamericana sobre inversión global
The Financial Times and Aberdeen Asset Management are presenting, at the Four Seasons Miami, a discussion entitled “Home and Away – Why a Global Investment Approach Makes Sense”.
The afternoon, which will take place the 26th of March, will gather investment and other professionals to help identify and evaluate investment opportunities at home and abroad. Attendees will hear about a variety of asset classes and risk management strategies to consider while learning about the pros and cons of the global economy’s most promising areas of opportunities. These discussions have been accepted by CFP board for 2 hours of credit.
Speakers Confirmed Thus Far Include:
Jeremy Whitley, Head of UK And European Equities, Aberdeen Asset Management
Keith Bachman, Head of US High Yield, Aberdeen Asset Management
Wikimedia CommonsWinnie Chwang, analista senior de Matthews Asia. Matthews Asia responde ante los inversores de Miami sobre los retos y las oportunidades de invertir en China
For more than 20 years, Matthews Asia has been providing investors with access to opportunities created by China’s profound economic transformation. And following a decade of export-led growth and huge capital investment, China is now undertaking a rapid and strategic evolution from a model based on high levels of credit and investment to one based more on consumer spending and high-value services.
Today, China’s diverse economy requires a new perspective and a more diversified approach to the opportunities it presents. Matthews Asia invites Miami’s investment community to join the firm for a roundtable discussion with Matthews Asia Senior Research Analyst Winnie Chwang, who will share her insights on:
China’s economic landscape
Challenges facing China and opportunities for long-term investors
Why Matthews Asia believes China is a distinct asset class
The event, for investment professionals only, will take place on Wednesday, March 12, 2014, at the restaurant Area 31, Epic Hotel -270 Biscayne Blvd Way-, from 12:30 p.m. to 2:00 p.m. Lunch will be provided. To attend please RSVP by February 28th to Lindsey Serafin at events@matthewsasia.com or 415.954.4523.
Wikimedia CommonsCusco from Sacsayhuamán ruins. FIAP Organizes its International Seminar 2014 in Cusco
The International Federation of Pension Fund Administrators (FIAP) and the Peruvian Association of Private Pension Fund Administrators (AAFP) are pleased to welcome you to the 12th International Seminar FIAP and the 1st International Conference of the AAFP, entitled “Reinforcing the Foundations of the Individually-Funded Pension System to Ensure its Sustainability”. The event will take place on May 15 and 16, 2014, at the Cusco City Hall Convention Center, in the archeological city of Cusco, Peru.
The topics to be discussed, based on the principles of economic freedom and individual savings, aim at identifying the mechanisms that enable underpinning the foundations of the sustainability of the individually-funded pension system. The selected topics are highly relevant internationally for the members of the individually-funded pension system, pension fund administrators and government authorities.
FIAP and AAFP have invited speakers and panelists of the highest professional standing, who will discuss the key factors affecting the development of the individually-funded pension system, such as low pension coverage and retirement saving patterns; the returns on of the managed funds and the tools available for managing risks in unpredictable situations; the degree of efficiency and competence of the industry and its impact on administrative costs, and the type and quality of pensions; corporate government practices, transparency and relationships with members and pensioners; and finally, the coexistence of alternative contributory pension systems.
This event coincides with the celebration of the XXI Anniversary of the Private Pension Funds System in Peru and the XVIII FIAP Annual Assembly. As on former occasions, the event will be attended by participants from different parts of the world (FIAP members and others), including government authorities, congressmen, officials of international agencies, and representatives of pension fund managers, investment funds, mutual funds and insurance companies, as well as other personalities related to the financial and social security sectors.
Morningstar has announced the agenda for the Morningstar Ibbotson Conference taking place Feb. 20-21 at the JW Marriott Desert Ridge in Phoenix, Arizona. The conference, Morningstar’s premier event for institutional investors, will feature thought leaders from academic institutions, the financial services industry, and Morningstar. They will discuss the changing investment landscape and some of the latest advancements in investing and financial planning with a focus on delivering better financial outcomes.
David Laibson, Ph.D., Robert I. Goldman Professor of economics at Harvard University and research associate at the National Bureau of Economic Research, will discuss different kinds of risk, and how investors can improve their asset allocation by increasing investments in good risks while decreasing investments in bad risks.
Additional general session speakers include:
Nardin Baker, chief investment strategist for Guggenheim Partners, who will share his latest research about the benefits of low volatility investing in markets around the globe, and how investors can take advantage of these opportunities;
Roger Ibbotson, Ph.D., founder of Ibbotson Associates (which Morningstar acquired in 2006), professor of finance at Yale School of Management, and partner at Zebra Capital Management, who will examine how to use stocks with less popular characteristics—small cap, value, illiquidity—to get more return while taking on less risk;
Harvey Rosenblum, Ph.D., executive vice president and director of research for the Federal Reserve Bank of Dallas, who will provide his outlook for the U.S. economy;
Sam L. Savage, Ph.D., executive director of ProbabilityManagment.org and consulting professor at Stanford University, who will discuss the flaw of using averages when modeling uncertain situations and new techniques for making more accurate predictions;
James Upton, senior portfolio specialist and chief strategic officer for Morgan Stanley, who will explore the outlook for emerging markets and growth prospects for various countries.
A series of breakout sessions, a number of which will feature new research, will include the following topics:
Time Diversification—Evaluating whether equities really become less risky over longer investment periods and the implications for investors;
Quantitative Equity Ratings—Overview of Morningstar’s forward-looking quantitative ratings for equities;
Controlled Volatility Strategies—Approaches for managing volatility without using guaranteed products and the pros and cons for those with no liability to hedge;
Momentum, Acceleration, and Crash—New research about the contribution of accelerated stock prices to crashes;
Time-Varying Return Estimates—Estimating capital market assumptions when expected returns are not constant;
Economic Policy Reform in China—Analysis of the risks and opportunities from new economic reform in China;
Global Economic Outlook—Morningstar’s outlook for the global economy;
Persistence in Mutual Fund Performance—Do some mutual funds show consistent performance and how can investors improve their odds of successful fund selection?
Do Fund Flows Signal Future Performance—Do fund asset flows serve as a contrarian indicator for intermediate-term performance?
Jazz, Firefighters, and Hedge Funds—How to improvise in dynamic, uncertain environments;
Industry-Specific Human Capital, Outside Wealth, and Optimal Portfolio Choice—How do an investor’s occupation, geographic location, and pension benefits affect his optimal portfolio allocation?
“The U.S. stock market has been on a tear over the last five years, but the trend may not be sustainable in the long run. Developed markets are looking at rising debt and rapidly aging populations, while emerging markets could hold promises and pitfalls,” Thomas Idzorek, president of Morningstar Investment Management, a unit of Morningstar, said. “For two days, we’ll bring together some of the leading minds in the financial service sector to share new ideas and techniques for managing risk and pinpointing bright spots in the capital markets.”
