On November 7th, Miami will host the ALTSMIA Annual Investor Forum. ALTSMIA is developed and led by the CFA Society of Miami, CFA Society of South Florida, CAIA Miami and Miami Finance Forum.
With their guidance and oversight, this one-day event will provide participants with an educationally focused agenda and will feature leading practitioners from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence and other sectors of the alternative investment market
Over 700 participants will gather at the JW Marriott Hotel, on 1109 Brickell Avenue.
For more information, you can contact Paul Hamann at +1 347-308-7792 or Paul.Hamann@marketsgroup.org.
You can visit the ALTSMIA Annual Investor Forum page with this link.
Between February 27-28, 2020 experts and thought-leaders from around the world will gather at the Omni Orlando Resort at ChampionsGate to participate on the INTL FCStone’ Vision 20/20: Global Markets Outlook Conference. There, they will be offered a global vision of the future for more financial and commodity markets, along with detailed market forecasts, insight on the latest technology, and macro-economic outlooks to help you get a clear picture of the factors impacting your bottom line.
The conference, which is sponsored by CME Group and Barchart, will be divided into four tracks with focused programming specific to each area.
The Global Agriculture Outlook track will offer a global view toward developing strategy, protecting profits and driving growth with detailed forecasts based on the latest available data. In addition to essential market outlooks, this event provides invaluable opportunities to make new connections and network with peers.
The Correspondent Clearing Outlook event, sponsored by SDDCo Group, StoneCastle, Mediant and Aberdeen Standard Investments, is an invaluable opportunity for US and international broker-dealers and investment advisors to hear from industry thought-leaders and participate in discussions. Attendees will experience the latest internal and third-party technology and learn more about INTL’s Correspondent Clearing group.
The Dairy Outlook track will offer attendees insights into emerging trends within the industry, along with strategies to protect profits and enable growth in the current environment. In addition to the essential market outlooks and price forecasts, this event provides invaluable opportunities to connect with dairy market experts and make new connections.
The SA Stone Wealth Management event, sponsored by Gladstone Land, is an invaluable opportunity to listen to some of the best speakers and engage with industry experts to learn about how to build and grow your practice. You’ll also have the chance to make new connections and network with peers.
These tracks will combine for a welcome reception, general keynote sessions, meals and a trade show.
Registration will open in the fall. For more information you can contact kari.hennigan@intlfcstone.com
The 19th CLAB Financial Technology and Innovation Conference, organized by the Florida International Bankers Association (FIBA) and the Federación Latinoamericana de Bancos (FELABAN), will reunite 1,000 banking executives and tech leaders from across the Americas in Hollywood, FL on September 4-6.
Experts from some of the world’s leading banking, technology and consulting companies, such as Netflix, PayPal, Microsoft, VISA, JP Morgan, Santander, McKinsey, EY, Deloitte, IBM, CITI and BBVA will join regulators and government officials to provide a broad and diverse perspective on how FinTech and digital transformation are impacting the financial services sector.
The speakers’ lineup includes: Jorge Machado, McKinsey; Dan Mendes, Deloitte; Gustavo Monteiro, Netflix; Rene Salazar, PayPal; Alan Koenigsberg, VISA; Fernando Moreno, BBVA; David Zimmerman, IBM; Driss Temsamani, CITI; John Hunter, JP Morgan; Liliana Marcos, CNBV Mexico; Irene Arias, IDB Lab; Nikhil Lele, EY and Belisario Contreras, OAS, in addition to senior executives from leading global organizations and FinTech innovators and entrepreneurs.
In addition, CLAB also announced that Andres Oppenheimer, the multiple award-winning columnist with The Miami Herald, CNN anchor and author of seven books, will deliver the keynote presentation on Friday, September 6 at 10 am.
“There is no question this is one of the best teams of speakers ever assembled for a CLAB event. From RegTech, blockchain and payment innovation to cybersecurity, CX and AI, participants will have first-hand access to the leaders and experts that are directly involved in the ongoing transformation of the financial sector,” said David Schwartz, FIBA president and CEO. “This is the platform to stay current with the leading-edge of FinTech.”
CLAB 2019 is supported by strategic partners, including Ernst & Young, Asi Group, Automation Anywhere, Entrust Datacard, Latinia, Vierge Group, Cloudflare, Microsoft, Infocorp, Prisma Technologies, Grupo Clai, Open Legacy, Tememos, Veritran, Charge Anywhere, Fiserv, ProColombia and more than 85 supporting organizations.
CC-BY-SA-2.0, FlickrPhoto: CAIA Miami. CAIA Miami To Host an Alternative Investments Educational Event
CAIA Miami prepares an educational event, titled Private Equity / Venture Capital Outlook, which will take place on Wednesday, September 18th.
The event, sponsored by Lloyd Crescendo Advisors, brings together industry professionals to discuss alternative investments market trends and opportunities in the current market environment.
Starting at 5:30 pm, guests will meet at 801 Brickell Avenue to hear from Roque Calleja, BlackRock Head of Alternative Specialists, Yuval Avni, Crescendo Ventures, Israel Tech VC, Nayef Perry, Hamilton Lane and Amy Lawrence, US Trust / Miami Finance Forum.
For more information or registration, follow this link.
CC-BY-SA-2.0, FlickrFoto cedida. Marcus Evans prepara su próximo Latin Private Wealth Management Summit
The Latin Private Wealth Management Summit is a two day event offering Latin America’s leading advisers of single and multi family offices, wealthy private investors, international fund managers and asset managers a devoted environment for unparalleled business and networking opportunities in a stimulating environment.
For two days between October 3rd and 4th, senior investment executives responsible for fund management and asset allocation decisions of Family Offices including: Presidents, Founders, CEOs, Managing Directors, CIOs, will meet in Panama City for an extensive program organized by marcus evans.
CC-BY-SA-2.0, FlickrFoto: FIBA. FIBA y FELABAN preparan su CLAB 2019, enfocado en FinTech
Fintech revolution and regulation, digital transformation, blockchain, payment innovation, cybersecurity, the future of customer experience, financial inclusion and AI are some of the themes to be discussed at the 19th CLAB Financial Technology and Innovation Conference.
Between September 4-7, over 1,000 people from over 35 countries and representing more than 200 financial institutions will gather in Hollywood, Florida for three days of networking and lectures.
Organized by the Florida International Bankers Association (FIBA) and the Federación Latinoamericana de Bancos (FELABAN), CLAB will discuss the most relevant trends and technologies impacting the financial institutions in the region.
CC-BY-SA-2.0, Flickr Phoenix Convention Center, Arizona. Todo listo para la conferencia INSITE de BNY Mellon Pershing
BNY Mellon’s Pershing’s annual INSITE conference will take place Wednesday, June 12, through Friday, June 14, at the Phoenix Convention Center in Phoenix, Arizona.
INSITE 2019 will bring together financial experts, leaders, influencers, and innovators for three days of inspiration, education and networking. According to Pershing, this year, attendees can expect more breakouts, more variety in session formats, and more networking and learning opportunities, all of which are designed to make the conference more impactful, productive and interactive than ever before.
“As our industry continues to evolve, we are constantly looking to reinvent ourselves,” said Jim Crowley, chief operating officer of Pershing. “For 20 years, INSITE has been the quintessential conference for the financial advice community. This year, we have reimagined our flagship event to deliver our clients an exceptional experience and a multitude of opportunities to learn from, engage with and be inspired by each other. These enhancements are further proof of our commitment to listening to our clients and advancing their ongoing evolution in a complex business environment.”
More than 140 sponsors, including asset managers and technology providers, along with 2,000 attendees will participate in INSITE 2019.
At the main stage, attendees will hear from highly respected business leaders and visionaries, including BNY Mellon Chairman and CEO Charlie Scharf, as well as:
Alan Mulally, former president and CEO of the Ford Motor Company,
Steve Nash, two-time National Basketball Association (NBA) Most Valuable Player, eight-time NBA All-Star, and an inductee of the Naismith Memorial Basketball Hall of Fame, and
Simon Sinek, optimist and best-selling author.
This year, the main stage will also feature a panel of powerhouse female leaders, including Valerie Brown, executive chairman, Advisor Group, Inc.; Catherine Keating, CEO, BNY Mellon Wealth Management; and Megan Smith, CEO, Shift7, and third chief technology officer of the United States. The “Futureproofing Your Business” panel will cover topics including technology, developing next-gen and millennial talent, competition, and personal stories of the panelists’ rise to success.
Breakout sessions will feature industry leaders and influencers such as Dale Brown, CEO of FSI, and Michael Kitces, partner and director of wealth management at Pinnacle Advisory Group.
Among the key topics covered in the sessions will be disruptive trends shaping the industry, strategies for driving business growth, and deploying technology to deliver a better client experience and realize greater efficiencies. Examples of breakout sessions include:
Bridging the Gap to the Next Generation of Advisors and Clients
Driving Gender Balance
Harnessing Digital Technology to Personalize the Client Experience
Growth Opportunities in the LatAm Wealth Management Industry
What’s on the Mind of the Regulators?
Role of Alternative Investments in Volatile Markets
Cybercrime and Privacy and How to Be a Defender
Further, INSITE 2019 will feature a host of enhancements, including:
A reimagined Exhibit Hall, featuring a brand new “Tech Central” area, which will showcase cutting-edge fintech solutions from leading providers and offer hands-on demonstrations.
A new Learning Hub in the technology area of the Pavilion located in the center of the Exhibit Hall.
The Learning Hub will feature 22 classes throughout the event, providing attendees with an opportunity to get hands-on training on Pershing’s NetX360® platform.
An expanded variety of session formats, which—in addition to keynotes and the traditional panel breakouts—will include:
Showcase sessions, which are 20-30 minute TED-style talks,
Workshops, which are two-hour action-oriented, hands-on professional development sessions, and
One-on-ones with industry leaders and influencers.
Attendees at the event will also be able to fulfill their continuing education requirements for CFP® Certified Financial Planner™ and IWI Investments & Wealth Institute™ (formerly IMCA®) by attending qualifying sessions.
Finally, attendees will have the opportunity to attend various evening receptions throughout the three-day event and a closing night celebration at The Duce.
For more information about INSITE 2019—including a full agenda of speakers, sessions and events—or to register, please visit bnymellonINSITE.com.
CC-BY-SA-2.0, FlickrSeminole Hard Rock Hotel & Casino . FLAIA to Host Artificial Intelligence, Blockchain and Cryptocurrency Forum
For the second consecutive year, the Florida Alternative Investment Association (FLAIA) is hosting its popular Artificial Intelligence, Blockchain & Cryptocurrency (ABC) Forum at the Seminole Hard Rock Hotel & Casino in Hollywood, Florida.
The conference will gather asset managers, entrepreneurs, investors and global thought leaders to discuss key market developments in the space. Topics will include security token offerings, big data and prediction markets, trading and investing in cryptocurrencies, cybersecurity, smart contracts, legislative and regulatory trends and more.
“Today’s digital economy offers a unique opportunity to entrepreneurs, asset managers, investors and service providers in the alternative investment world,” said Michael Corcelli, Founder and Chairman of FLAIA. “The FLAIA team is excited to bring together some of the world’s most influential thought leaders in the space to discuss the ABCs of this new digital economy.”
Some of the featured speakers at FLAIA ABC Forum include leaders from IBM, Galaxy Digital, Celsius Network, Buildcoin, Fundstrat and Grayscale. Other participants will soon be announced. Presentations will be made via a series of keynotes, “fireside chats” and panel discussions.
The forum will offer managers and investors a three-pronged agenda:
Artificial Intelligence, which has been embraced by companies such as Amazon and Google to track online customer behavior and drive advertising campaigns. In financial markets, companies are using AI to drive their investment strategies.
Blockchain technology, which is disrupting the traditional banking model and revolutionizing the way in which businesses and people exchange currency for goods and services. Although the decentralized nature of blockchain is difficult to regulate, governments are already embracing monetized digital tokens to raise funds for community projects.
Cryptocurrency, which carries the potential to completely disrupt the foundation that the global economy is built on — fiat currency. Governments are closely monitoring how citizens embrace these new store houses of value. Bitcoin and other tokens are changing the dynamics of international trade, foreign relations, and diplomacy.
“The digital economy in Florida is thriving and many are saying that Miami has become the Cryptocurrency capital of the U.S. and possibly the world,” Corcelli said.
Individuals interested in speaking at the conference, or obtaining a sponsorship should contact Brian Valero at brian@flaia.org.
CC-BY-SA-2.0, FlickrDanan Kirby, courtesy photo. Thornburg Investment Management Will Talk About MultiSector Fixed Income at the 2019 Investments & Golf Summit
On May 7th, at the Investment day, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers.
Amogst them is Danan Kirby, CFA, Portfolio Specialist at Thornburg Investment Management. He will talk about how multisector bond portfolios seek income by diversifying their assets among several fixed-income sectors, usually U.S. government obligations, U.S. corporate bonds, foreign bonds, and high-yield U.S. debt securities, and asset-backed securities.
Danan Kirby works with Thornburg’s investment team and serves as a liaison for the team and key investment decision makers, communicating process and results of the firm’s investment strategies. He joined Thornburg in 2016.
Prior to Thornburg, Danan served as portfolio manager for the Strategic Growth Bancorp family of banks, managing various strategies for institutions and individual investors. Before that, he was a financial institution specialist with the FDIC. He is also a veteran of the U.S. Army. Danan graduated summa cum laude from the University of New Mexico’s Anderson School of Management with a BBA, concentrating in finance. He is a CFA charterholder.
For more information and/or to register for the Investments & Golf Summit 2019, follow this link.
CC-BY-SA-2.0, FlickrPhoto: Streamsong Resort and Golf. Funds Society Organizes its Sixth Investments & Golf Summit
Funds Society is proud to announce that it will host its Investments & Golf Summit 2019 on May 7th and 8th at the Streamsong Resort and Golf.
The event includes a cocktail and reception dinner on the 6th, an Investments day on the 7th and the VI edition of our traditional Golf Tournament on the 8th.
Sponsors include AXA Investment Managers, Allianz GI, Amundi, Janus Henderson Investors, M&G, Participant Capital, RWC Partners, Thornburg Investment Management and Vontobel Asset Management.
On May 7th, at the Investment day, participants will be able to take the opportunity to discuss about Global Markets as well as the latest portfolio management strategies and investment ideas from top-performing Asset Managers.
Funds Society’s VI Golf Tournament will take place at the Streamsong Resort and Golf, a five star property near Fort Meade, Florida (around 240 miles from Miami) on the Streamsong Black, brought to life by renowned designer Gil Hanse, that celebrates the legacy of traditional Scottish links.
Spots are limited for the Tournament so please register at your earliest convenience. Non-player guests can take part in other activities such as Sporting Clays and Archery, or simply enjoy the academic day and dinner.
