AlphaMetrix to Host Private Equity 2013 Summit from November 13-15

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AlphaMetrix to Host Private Equity 2013 Summit from November 13-15
Wikimedia CommonsFoto: Ebyabe. AlphaMetrix regresa a Miami para celebrar el Private Equity Summit 2013

After hosting a sold out 1,600 person Hedge Fund Summit in JanuaryAlphaMetrix Group, announces the inaugural AlphaMetrix Private Equity 2013 Summit from November 13-15 at the Fontainebleau Hotel in Miami Beach, FL. AlphaMetrix Summits are invitation-only one-on-one networking conferences that bring together top-tier industry professionals from around the world. Private Equity firms, limited partners, deal intermediaries and other market participants are able to preschedule meetings that are conducted in 30 minute time slots for two and a half days. In addition to these focused meetings, attendees are given exclusive access to Summit panels and roundtables to gain insight from leading industry professionals. This networking-based Summit will also feature private cocktail parties and a keynote speaker during Thursday’s gala dinner.

AlphaMetrix’s Chief Executive Officer Aleks Kins states, “There is a growing appetite for the AlphaMetrix conference model and we feel that the private equity industry will benefit from this proven and rapidly growing Summit structure.”

AlphaMetrix currently hosts two annual Hedge Fund Summits in Miami and Monaco that follow the one-on-one meeting format. At the AlphaMetrix Miami 2013 Hedge Fund Summit, over 1,600 industry participants registered (a 35% increase from 2012) and over 8,000 meetings were confirmed. Registration for the Private Equity 2013 Summit will open this week. 

Deutsche Bank to Host First Virtual ADR Investor Conference for Asian Companies

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¿Qué esperar de un proceso de coaching?
Foto: Miguel Contreras (US Navy). ¿Qué esperar de un proceso de coaching?

Deutsche Bank Depositary Receipts today announced that on June 19 it will be hosting the first virtual investor conference in the depositary receipts industry aimed exclusively at introducing Asian companies to investors primarily in the US. The line-up of its virtual investor conference will include live presentations from several Asia-based companies.  Investor Relations Officers from companies based in China, Hong Kong and other parts of Asia will respond to questions in real-time during formal presentations and will also interact with investors in virtual trade booths.  The conference is primarily targeted to the individual retail investor but is also open to institutional investors and analysts.

There is no fee for participants to log-in to attend the presentations and ask questions. Pre-registration is suggested to save time.

To register, please use the following link:

Edwin Reyes, Global Head of Depositary Receipts, Deutsche Bank, said, “Deutsche Bank is pleased to be the first bank to hold a depositary receipts virtual investor event of this type with Asia-based companies.  Individual investors in the United States are offered unique access to these companies that are based in a different time zone.  Deutsche Bank continues to focus on offering innovative ways for our clients to reach new investors.” 

June 19 Agenda (Eastern Time):

After the live event, presentations will be available for on-demand replay.with the agency.

International Families with United States Members: What Do We Do Now?

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Familias internacionales con miembros estadounidenses: ¿Qué hacer en materia fiscal?
Wikimedia CommonsBy Mattbuck. International Families with United States Members: What Do We Do Now?

Many international families have members who live in the United States or are United States citizens by virtue of birth in the United States, which can sometimes lead to complex issues in managing assets, which requires, among other things, a good estate planning.

From this and other issues related to the subject will be talked about next Friday on June 14. Fiscal experts will host a seminar that is titled, “International Families with United States Members: What Do We Do Now?” which will become a series of meetings that the Florida International Bankers Association (FIBA) will  host.

Topics Covered are:

  • Preferential Tax Planning;
  • Common Mistakes to Avoid; and
  • Obligations of the Financial Advisor Concerning Portfolio Investment Decisions

Steven L. Cantor, director and partner at Cantor & Webb PA, and Kathryn von Matthiessen, also partner of Cantor, speakers at the seminar will be presented by the Committee FIBA Private Banking and Wealth Management FIBA First Annual Forum.

For more information or to sign-up for the seminar click here.

Experts will Discuss the Best Investment Opportunities in Mexico

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Expertos discutirán las mejores oportunidades de inversión en México
View of Mexico City. Experts will Discuss the Best Investment Opportunities in Mexico

“Mexico Investors Forum”, organized by Latin Markets, will be an international meeting bringing together investment funds with institutional investors, both regionally and internationally, in order to promote investment opportunities in the Latin American market.

The event, to be held on the 14th and 15th  of November at the Hotel St. Regis in Mexico City, will be attended by more than 300 industry leaders, including: sovereign wealth funds, pension funds, foundations, consultants, fund-of-funds, family offices, government regulators, investment managers, leaders, portfolio managers, fund managers, bankers, and distributors of the largest companies and institutions active in the industry.

Participants will meet over a period of two days to discuss the best investment opportunities available in the region and in the rest of the world, touching on topics such as:

  • Asset allocation for investors
  • How do political changes in Mexico affect the market of the country?
  • Opportunities in Mexico for global institutional investors
  • Global trends in the field of raw materials
  • The future of private markets in Mexico
  • Regulatory changes and their impact on investors
  • Value in emerging markets equities

Among the speakers will be Finance Minister, Luis Videgaray Caso; Carlos Ramirez, president of the Consar (National Commission Savings System for Retirement); Oscar Franco, president of AMAFORE (The Mexican Association of Administrators of Retirement Funds), Arturo Hanono, CIO for Invercap Afore; Enrique Solorzano, CIO for Afore SURA; and Francisco Tonatiuh CEO Afore XXI Banorte.

For further information and registration, follow this link.

The 4th Annual STEP Miami Summit

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The 4th Annual STEP Miami Summit
Foto: Averette. STEP convoca al sector fiduciario y de planificación patrimonial en Miami

The 4th Annual STEP Miami Summit will be held on Friday, May 31, 2013 at the Hilton Conrad Hotel, Miami. The Summit is an excellent opportunity to review the latest issues concerncing international private client planning, presented by the leading professionals in the area. Also, the event is a great opportunity to meet and share best practices with your peers, said the Society of Trust and Estate Practitioners.

Topics to be covered include:

  • Jurisdictional Updates: Brazil, BVI, Cayman, Colombia, Mexico, Peru
  • FATCA-Specific Requirements for Foreign Trusts and Foreign Holding Companies
  • Department of Justice Panel – What’s New on the Enforcement Front?
  • Using a Corporate Settlor for A Foreign Trust
  • Trusts and Divorce
  • OECD Update
  • Common Mistakes Made in Drafting and Administering Foreign Trusts with U.S. Beneficiaries
  • Investing for Foreign Trusts with U.S. Beneficiaries
  • The 2012 Tax Act and its Impact on International Planning

Speaking at the Summit will be:

  • David Harvey, STEP (UK)
  • Ana Claudia Akie Utumi, Tozzini Freire (Brazil)
  • Vanessa King, O’Neal Webster (BVI)
  • Nigel Porteous, Maples and Calder (Cayman Islands)
  • Juan Guillermo Ruiz, Posse Herrera Ruiz (Colombia)
  • Alejandro Sanchez Torrado, Chevez Ruiz Zamarripa (Mexico)
  • Ricardo Haaker Y, De Bracamonte-Haakker-Castellares Abogados (Peru)
  • John Staples, Burt Stapes and Maner, LLP (Washington D.C.)
  • Daniel Levy, Assistant United States Attorney, Southern District of New York (New York)
  • Mark Daly, Tax Division, Department of Justice (New York)
  • Jennifer J. Wioncek, Baker & McKenzie LLP (Miami, FL)
  • Sean McWeeney, Graham Thompson (Nassau, Bahamas)
  • Jonathan Speck, Mourant Ozannes (Jersey, Channel Islands)
  • Patricia Brown, University of Miami (Miami, FL)
  • Kathryn von Matthiesen, Cantor and Webb  (Miami, FL)
  • Thomas Pauloski, Bernstein Global Wealth Management  (Chicago, IL)

For futher information and registration follow this link

Fitch Ratings to Host Global Banking Conferences in Nine Cities in June

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Fitch Ratings to Host Global Banking Conferences in Nine Cities in June

Fitch Ratings will host its annual Global Banking Conferences in nine cities, beginning Monday 10th June 2013 in Frankfurt. The conferences will highlight key credit and regulatory trends for the global banking industry, as well as individual regions.

Some of the featured presentations and panel discussions include:

  • The End of Growth? Global Growth Challenges in a Highly Indebted World
  • Why are 2013 and 2014 So Pivotal for European Banks?
  • U.S. Banks: What are the New Banking Realities?
  • Chinese Banks: Why Shadow Banking Risks are a Concern
  • Is Banking Union Positive or Negative for Eurozone Bank Default Risk?

Senior members of Fitch’s global Financial Institutions and Sovereigns team will lead the presentations. Several of the conferences will also feature a guest panel discussion with leading industry figures.

The dates and locations are:

  • Monday 10 June: Frankfurt
  • Tuesday 11 June: London
  • Wednesday 12 June: Paris
  • Thursday 13 June: Madrid
  • Tuesday 18 June: Hong Kong
  • Wednesday 19 June: Singapore
  • Friday 21 June: Sydney
  • Monday 24 June: Toronto
  • Tuesday 25 June: New York

“Exporting Peru to the World” Road Show to Visit Middle East and Europe

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"Exporting Peru to the World" Road Show to Visit Middle East and Europe
Wikimedia CommonsFoto: Donaldytong. InPerú realizará su segundo road show en Oriente Medio y Europa

Peru, one of the world’s fastest growing emerging economies, will next week embark on a major international road show with the goal of promoting greater inward investment from foreign markets. The tour will see a 35 strong Peruvian delegation led by senior government ministers and business executives from the worlds of politics, banking and commerce, visit the cities of Abu Dhabi, Dubai, Frankfurt and London.

With the main objective being to promote foreign investment into the growing number of development opportunities in Peru, as well as those within its financial and capital markets, key delegation members will include Minister of Finance and Economy, Luis Miguel Castilla , Chairman of The Central Bank of Peru, Julio Velarde , Jose Antonio Blanco Executive Chairman of Inperu and CEO and Chairman of Citibank Peru, and Christian Laub , Vice Chairman of InPeru; all of whom will all be giving key speeches at each of the conferences. These will focus on such relevant topics as the encouraging economic outlook of Peru, the consequent investment opportunities in energy, infrastructure, banking and commodities, national monetary policy, trade agreements and the accommodating framework for international investors.

In addition, InPeru will also be represented by a further 30 key figures from the largest and most forefront companies in Peru – including the Lima Stock Exchange, the Peruvian Corporate Affairs of Rio Alto , Procapitales and Buenaventura. CEOs and representatives from these, amongst others, will be available for private meetings during the seminars.

The minister of Economy and Finance, Luis Miguel Castilla , highlighted that Inperu’s tour in Dubai, Frankfurt and London will allow Peru to position itself as an important country for investment in Latin America. “Peru has the highest growth rate of the region due to its dynamic private investment, as well as strong public finances and one of the lowest inflation rates. The country counts with firm economic foundations that will allow Peru to keep growing steadily during the next years.

In collaboration with Promperu and the Peruvian Ministry of Foreign Affairs, InPeru (a semi private organisation and vital communication channel for investment into the country), will aim to increase awareness of the vast potential for profit and development within the Peruvian economy; which recorded strong growth of 6% in 2012. The road show begins on the 26thof May in Abu Dhabi, visiting Dubai on the 27th, Frankfurt on the 29thand will see the culmination of the promotion effort in London on the 30th.

Pershing’s INSITE 2013 to Feature Former Secretary of State Hillary Rodham Clinton

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Pershing’s INSITE 2013 to Feature Former Secretary of State Hillary Rodham Clinton
Foto: Kai Mörk . Hillary Clinton, invitada de honor al evento INSITE 2013 de Pershing

Pershing LLC, a BNY Mellon company has announced its schedule of keynote speakers for its annual INSITE conference, one of the biggest industry events for registered investment advisors (RIA) and broker-dealers. Taking place from June 5-7 in Hollywood, Florida, INSITE 2013 will bring together global thought leaders as well as highlight the developments and trends in global investing that are impacting RIAs, broker-dealers and the investment community.

INSITE 2013 will feature presentations from renowned speakers including:

  • The Honorable Hillary Rodham Clinton, Former Secretary of State and Former U.S. Senator from New York, will provide the keynote address
  • Walter Isaacson, president and chief executive officer of the Aspen Institute will discuss innovation and his experiences while writing his best-selling book Steve Jobs
  • Peyton Manning, Super Bowl winning quarterback and four-time NFL MVP, will discuss leadership and his motivating secrets for success
  • Danny Meyer, chief executive officer of the Union Square Hospitality Group who will reveal his unique, but successful philosophy around putting his team first
  • A View From the Toppanel featuring several key executives, including Robert Reynolds, president and chief executive officer of Putnam Investments and Eric Schwartz, chairman and chief executive officer of Cambridge Investment Research

In a broad array of seminars and breakout sessions, conference attendees will have the opportunity to learn directly from industry leaders about what is shaping the capital markets, the challenges facing retirees, and the trends in managed accounts and alternative investments. Discussions will include:

  • After the Fiscal Cliff: The Fundamental Outlook for 2013 and Beyond
  • Don’t Stand Still: How Practice Management Can Help You Grow Through Difficult Times
  • Fiduciary Redefined and Compensation Transparency
  • Investor of the Future: The New Modern Family
  • Breaking Out of the Box: The Next Frontier of Recruiting

As an added benefit, conference participants will be able to earn Certified Financial Planner Board of Standards (CFP® Board), CFA Institute and Investment Management Consultants Association (IMCA) continuing education credits.

INSITE 2013 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.INSITE2013.com.

Largest Wealth Management Event in Brazil

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Largest Wealth Management Event in Brazil
Foto: Gaf.arq . Latin Markets celebrará uno de los mayores eventos de gestión de patrimonio en Brasil

Latin Markets is bringing over 400 industry leaders to the Private Wealth Brazil Forum on June 11 at the Tivoli Hotel in Sao Paulo. The one day forum focuses on providing updates regarding regulation, investment management, trust issues and strategies to protect and grow wealth.

With the highest number of HNWIs in Latin America and third highest among BRIC nations, Brazil continues to be a spot-on opportunity for investors to capitalize on returns.  Brazil has been adding 19 millionaires per day since 2007, and now has a total of 137,000 millionaires and approximately 30 billionaires, with 70% of the country’s wealth concentrated in Sao Paulo and Rio de Janeiro. High net worth investors are also currently more likely to invest in Brazil than any other foreign country, according to new research from Spectrem’s Millionaire Corner.

More than forty speakers will be attending the Private Wealth Brazil Forum from Brazil’s largest wealth managers, private banks, family offices, high-net-worth individuals, the asset management community, and technology and law.

Participants from private banks and family offices include:

  • Gregoire Balasko Orelio, Board Member, Ikela Capital, Founding Partner PBA Capital (Brazil)
  • Emilio Soares, Partner, Naopim Family Office (Brazil)
  • Leonardo Wengrover, Partner, W Advisors (Brazil)
  • Luiz Felipe Andrade, Partner, Pragma Patrimonio (Brazil)
  • Rodrigo Marcatti, Head of Private Bank, Banco Fator Private Bank (Brazil)
  • Roberto Martins, Head of Private Bank, Citi Private Bank (Brazil)
  • Rogerio Lot, Head of Private Bank, Banco do Brasil (Brazil)
  • João Albino Winkelmann, Head of Private Bank, Bradesco (Brazil)
  • Sylvio Castro, Chief Investment Strategist, Goldman Sachs Private Wealth Management (Brazil)

This forum will be a vital networking opportunity for anyone interested in leveraging their place within the international private wealth community.  To register for the 2013 Private Wealth Brazil Forum click here.

Latin Markets continues to cover key issues in this specialized market as part of the Private Wealth series at The Private Wealth & The Caribbean Forum at the JW Marriot in Miami on October 24-25.

To register for the 2013 Private Wealth Latin America & The Caribbean Forum click here.

 

 

 

 

 

International Capital Markets and Emerging Markets Roundtable

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International Capital Markets and Emerging Markets Roundtable
Foto: Mary Ann Reitano . El sector público y privado abordarán la situación en los mercados emergentes y maduros

The IIF is pleased to host the 2013 Roundtable on International Capital Markets and Emerging Markets. The Roundtable brings together public officials from both mature and emerging market economies, leaders from the private financial sector, and representatives from international financial institutions.

Participants will discuss economic reform and regulatory policies at the global, regional, and country levels that are critical for sovereign debt crisis prevention, which is a fundamental objective of the Principles for Stable Capital Flows and Fair Debt Restructuring.

This high-level, by-invitation event is organized under the auspices of the Group of Trustees of the Principles. The 2013 Roundtable is generously sponsored by State Street Corporation and Tudor Investment Corporation.