Agenda archivos - Page 7 of 19

CFA Institute and CFA Society Brazil celebrate their “2018 Latin America Investment Conference” in Rio de Janeiro

Investors with exposure to Latin American assets have a must-attend event at the “2018 Latin America Investment Conference” in Rio de Janeiro. On the 1^st and 2^nd of March, at the Belmond Copacabana Palace, CFA Institute, the Global Association of Investment Professionals, together with CFA Society Brazil, will welcome internationally acclaimed speakers who will address a wide range of topics and perspectives to shape investment strategies in Latin American markets.

The event is comprised of several practitioner-oriented educational conferences that will focus on Latin American economies and capital markets, as well as on global issues relevant to investors worldwide to discuss macroeconomic trends, innovations affecting financial services, and investment opportunities in the region.

The conference will be opened by the welcoming remarks and opening address of Andrew T. Campbell, CFA, Conference Chair, followed by Mauro Miranda, CFA, President at CFA Society Brazil, and Bjorn Forfang, Deputy CEO at CFA Institute. It will continue with a panel on Brazilian pension funds, with the participation of Fábio Coelho, Managing Director for PREVIC “Superintendência Nacional de Previdência Complementar”.

Finally, Marcelo Barbosa, Chairman of the Securities and Exchange Commission of Brazil, will close the first day’s events.

On the second day, Zeina Latif, Chief Economist at XP Investments, will talk about the challenges facing economic policy in Brazil in the short and medium term. Next, a first panel comprised by Daniel Cancel, Managing Editor for Latin America at Bloomberg, Andrea Murta, Director of Business US for the JOTA publication, and Matias Spektor, Associate Professor of International Relations at FGV “Fundação Getulio Vargas,” will discuss the implications for investors of the political situation in Latin America;to be followed by a second panel comprised by Alberto J. Bernal-León, Chief Strategist at XP Securities, Carl Ross, Sovereign Analyst for Emerging Country Debt at GMO, and Lisa M. Schineller, Managing Director of Sovereign and International Public Finance Ratings at S&P Global Ratings.

Following lunch, Roberto Rigobon, Professor of Applied Economics at the Sloan School of Management at MIT, will talk about how Big Data can affect the region’s future.
In the afternoon, Mary Bobbitt, Director of Society Advocacy Engagement for the Americas region at CFA Institute, will review the regulatory scenario in Latin America; to be followed by a new panel on trends in debt markets in Latin America, in which Daniel R. Kastholm, CFA, Regional Group Head for Latin American Corporate Ratings at Fitch Ratings, Alexei G. Remizov, Managing Director at HSBC Securities USA, Marianna Waltz, CFA, Managing Director and Regional Head of the Latin American Corporate Finance Team at Moody’s Investor Services, and Flavio Papelbaum, CFA, Manager for the Capital Markets Division at BNDES will participate.

Next, Axel Christensen, Managing Director and Chief Investment Officer and Portfolio Manager at Onyx Equity Management, and Sonia Villalobos, CFA, Founding Partner of Villalobos Consultoria Ltda, will discuss the opportunities and challenges when investing in Latin America.

In the afternoon, Brian D. Singer, CFA, Partner and Head of Dynamic Allocation strategies at William Blair & Company, will explain how to implement dynamic allocation strategies and the evolution of top-down investment. Carlos Viana de Carvalho from the Central Bank of Brazil will be the closing keynote. The conference will close with a farewell reception.

For further information, please visit this link.

Funds Society Organizes its Fifth Investments & Golf Summit

| Por Gabriela Huerta | 0 Comentarios

Funds Society is proud to announce that it will host its Investments & Golf Summit 2018 on April 12th and 13th at the Trump National Doral in Miami.

Sponsors include Janus Henderson Investors, RWC Partners, Thornburg Investment Management, Vontobel Asset Management, GAM Investments and AXA Investment Managers.

On April 12th, at the Investment day, sponsored also by Schroders Investment Management, Columbia Threadneedle Investments and MFS Investment Management, 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 from the nine sponsors, followed by a networking reception. If desired, we are providing complementary accommodation at the Trump National Hotel.

Funds Society’s V Golf Tournament will take place at the Blue Monster in Trump National Doral Club Golf, host of the prestigious PGA TOUR events for the past 55 years. The famous 18th hole was ranked by GOLF Magazine as one of the Top 100 Holes in the World.

Spots are limited for the Tournament so please register at your earliest convenience. Non-player guests can learn golf in our clinic or simply enjoy the academic day and dinner.

Big Sur Partners and NYU Stern University Invite Professor Scott Galloway to Talk About the Corporate Culture of Technological Giants

| Por Meritxell Sedo | 0 Comentarios

On Wednesday, February 7th, in an effort to bring the best investment ideas to its clients, Big Sur Partners, the multi-family office founded in 2007 and headquartered in Miami, together with NYU Stern University, will hold a reception cocktail and the subsequent presentation of the book “The Four: The Hidden DNA of Amazon, Apple, Facebook and Google”, by its author, Professor Scott Galloway.

The event will be the first of a series of presentations in which Big Sur Partners will present some of the best academics, experts and leaders in different segments and industries.

“We are honored to co-host this event with NYU Stern given our commitment to collaborating with the greatest minds across our network. We internally created the “BigSur Intelligence Unit”, in which we strive to find the best ideas throughout academia, industry experts, leading family offices and other stakeholders across financial markets. We believe it is important to always look at the world from different points of view and to listen closely to innovative thinkers,” said Ignacio Pakciarz, Economist, Founder and CEO at Big Sur Parnters.

Scott Galloway is a Professor of Marketing at NYU Stern University, where he teaches Brand Strategy and Digital Marketing to second-year MBA students. In addition, he is the author of the Digital IQ index, a global ranking of prestige brands’ digital competence. He is also a writer and entrepreneur, founding L2, Red Envelop and Phrophet; and has participated in the boards of Eddie Bauer, The New York Times Company, Gateway Computer, and Berkeley’s Haas School of Business. He received a BA from UCLA and an MBA from UC Berkeley.

“We are excited about this event given that we consider Professor Galloway’s thoughts on regulation to be very interesting, and perhaps even radical for a technologist and advocate of free markets. His idea on regulation as the only means to protect innovation is an interesting stand on the argument. As investors in the creative economy, we believe this event is valuable for understanding the cultures of these tech giants and how they operate, as well as the implications regulation may have on both the equity and Venture capital markets”, concluded Ignacio Pakciarz.

The Family Wealth Report Awards 2018 are Approaching

| Por Gabriela Huerta | 0 Comentarios

Todo listo para los Family Wealth Report Awards 2018 — Pixabay CC0 Public DomainPhoto: Family Wealth Report Awards 2017. The Family Wealth Report Awards 2018 are Approaching

Like every year, the Family Wealth Report Awards 2018 created by ClearView Financial Media, look to showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the judges deemed to have ‘demonstrated innovation and excellence during 2017’.

This year finnalists include firms like Forbes Family Trust, BNY Mellon Wealth Management, Citi Private Bank, Aberdeen Asset Management, RBC Wealth Management, Columbia Threadneedle Investments, and Amundi Pioneer, amongst others.

Michael Zeuner from WE Family Offices, which has been shortlisted in three categories, said: “Our focus is always first and foremost on providing independent, genuine advice that puts our clients and their interests first. It’s an honor to be recognized by Family Wealth Report for the ways in which we conduct our business and for the client experience we deliver.”

Winners will be announced at a gala awards dinner which will be held in New York on March 8, 2018 at the Mandarin Oriental.

Grover Norquist Highlights Speaker Lineup at 7th Annual FLAIA Global Macro Perspective 2018 Conference

| Por Gabriela Huerta | 0 Comentarios

As part of its long-standing effort to help fund managers, investors and family office leaders identify macroeconomic trends, geopolitical risks and where to allocate money next year, the Florida Alternative Investment Association (FLAIA) is sponsoring its seventh annual A Global Macro Perspective 2018 Conference in Miami on December 5, 2017.

The daylong event, which is co-sponsored by the international law firm Greenberg Traurig, is expected to attract money managers from Florida, New York, Europe and Latin America. This year, it will take place at the law offices of Greenberg Traurig in downtown Miami. The conference immediately precedes Art Basel week, the world’s largest modern art show.

“We are now a full year into the Trump Administration, which has placed its trade, foreign policy and tax reform agendas on the table”, said Michael Corcelli, Founder and Chairman of FLAIA, and Managing Partner of Miami-based Alexander Alternative Capital.

Highlighting the speaker lineup for A Global Macro Perspective 2018 is Grover Norquist, President of Americans for Tax Reform and regarded as the most powerful tax advocate in Washington, who will share his perspectives on Tax Reform policy in the United States. Norquist chairs the Washington, DC – based Wednesday Meeting, a weekly gathering of more than 150 elected officials, political activists, and movement leaders.

The day’s featured panel discussions will include:

Tax Reform and the impact the proposed plans in Congress will have on rates for corporations and individual taxpayers across America.
Opportunities in Alternative Investments: Outlook for 2018.
The Emergence of Digital Money and Blockchain Technology: A look at the emergence of the cryptocurrency market and the pitfalls of self-regulation.
Quantitative Investment Trends: Perspectives from Data Driven Managers: A look at how the macro environment impacts trading signals, and how artificial intelligence and machine learning can add value.

To register for the conference, click here.

Cancun will host the Latin Private Wealth Management Summit

| Por Gabriela Huerta | 0 Comentarios

The Latin Private Wealth Management Summit, the premium forum for Latin America’s leading single and multi-family offices as well as qualified service providers, will take place next October 9-10, 2017, at The Ritz Carlton in Cancun, Mexico.

The invitation only event will explore key topics and issues, for the private wealth industry in the region. Amongst the key topics to be discussed are:

Economic Outlook and Investment Opportunities in Latin America
The Challenges in Structuring a Family Office
Implications of the Creation and Implementation of the Family Office Protocol
Migration of Assets to the United States
Best Practices for Impact Investments
The Influence of Technology in Family Offices

Speakers include:

Alfonso Carrillo, Partner, Family Office Mexico SC
Javier Lopez Casado, CEO, Finaccess Advisors
Marcelo Benitez, CEO, Proaltus Capital
Alvaro Castillo, President, Loyola Asset Management
Arturo Hierro, VP, Loyola Asset Management
Ivan Carrillo, CEO, Creuza Advisors
Antonio Gastelum, Presidente, Antonio Gastelum Inc.
Javier Mtanous Arocha, Partner, MG Capital

For more information, please contact Deborah Sacal or visit the following link.

3rd Annual Innovation in Corporate Cash Management in LatAm

| Por Gabriela Huerta | 0 Comentarios

Se acerca la tercera edición del congreso Innovación en Cash Management para Corporativos de Latinoamérica — Pixabay CC0 Public DomainEPIC hotel @nadiesita. 3rd Annual Innovation in Corporate Cash Management in LatAm

On September 11th-13th, 2017, industry experts will gather at the EPIC hotel, in downtown Miami, for the 3rd Annual Innovation in Corporate Cash Management in LatAm.

This GFMI conference will help banks to develop and enhance their cash management products to stay competitive in the changing market. The event will present case studies on how different banks enhance their digital offerings and utilize new technology for comapnies. There will also be a strong focus on compliance with financial crime requirements and how companies find a balance between customer satisfaction and compliance. Finally, strategies to facilitate cooperation among banks to enhance cross- country payments and FX transactions will be presented.

With different case studies, the participants will learn about the use of virtual accounts in cash management, the latest initiatives to simplify the client on-boarding process, how to guarantee secure cross-border payments through blockchain technology, how to improve financial inclusion for SMEs across LatAm, and the innovation in cash management through the API Banking Technology.

Attending the conference will enable people to:

Enhance corporate cash management infrastructure across the region
Gain insight into the successful implementation of new technologies in cash management
Learn about the latest cash management solutions
Discuss the growing competition from Fintech in corporate cash management
Discover how to tackle financial crime to guarantee safer cross-border payments

For more information contact Deborah Sacal or get the agenda in the following link.

IV Funds Society Golf Tournament

| Por Gabriela Huerta | 0 Comentarios

Funds Society will host its IV Golf Tournament on Thursday, March 9th, at the National Doral Golf Course (Golden Palm). At the event, participants will be able to take the opportunity to discuss about Global Markets along with portfolio managers from Henderson Global Investors and M&G Investments, followed by a golf tournament and networking reception.

Spanning from 9:30 in the morning with a welcome breakfast, followed by chats with Guy Barnard and Chrisophe Machu, a lunch and the tournament, which will conclude with a cocktail and prize ceremony starting at 6:00pm, participants will enjoy an all day event at the National Doral Golf Course at 4400 NW 87th Ave, Doral, FL 33178.

To RSVP, please email info@fundssociety.com or call +1 786 254 7149.

Northern Trust Will Host a Conference on Family Offices, in Collaboration with Jones Day and KPMG

| Por Fórmate a Fondo | 0 Comentarios

A conference on the new trends in Family Office investments presented by Jones Day, KPMG, Northern Trust, and Funds Society, will be held at Northern Trust’s Brickwell Avenue headquarters in Miami on the afternoon of March 21st.

The professional event, of which the agenda is yet to be announced, will start at 3 pm and run until 5.30 pm. Afterwards there will be a networking cocktail.

For more information and registration, please contact Dyron Hernandez and Diane Cruz on 305 789 1185 or Email: DadeRSVP@ntrs.com

Morningstar Institutional Conference Europe

| Por Gabriela Huerta | 0 Comentarios

The seventh annual Morningstar Institutional Conference Europe will be held at the Hotel Okura Amsterdam on 16-17 March 2017. Some 230 investment professionals from across Europe are expected to attend.

The conference will explore key themes relevant to long-term investors through a series of presentations and discussions led by leading investors, academics, and industry experts. The conference agenda offers delegates a holistic view of the current environment, with particular focus on valuation-driven opportunities and behavioural science. The event will also feature Morningstar’s latest thinking in asset allocation, securities research, manager research, and the inclusion of environment, social, and governance (ESG) considerations in portfolios.

Dan Kemp, Chief Investment Officer, EMEA, of Morningstar’s Investment Management group, comments: “Long-term investing, valuation-based investing, inherent behavioural bias, and finding value in deeply challenged markets are themes we have distinctly chosen to deliberate at this year’s conference, in anticipation of a bumpy 2017 for investors. Each speaker offers profound insight on a key area of interest to investors. I look forward to welcoming delegates to Amsterdam for two days of market-leading discussion and debate.”

Headline speakers include Saker Nusseibeh, Chief Executive Officer (CEO) of Hermes Investment Management, who will deliver the conference opening keynote, “Building a Better Fund Management Industry,” addressing how reputational damage from press and regulator criticisms can discourage investors and impede their ability to reach investment goals. Jeremy Grantham, founder of GMO, will explore the investment implications of climate change in a live interview from Boston, Massachusetts. Attendees will also hear from Gerd Gigerenzer, Director, Max Planck Institute for Human Development and Harding Center for Risk Literacy, a recognised preeminent thought leader in the understanding and communication of risk.

Kunal Kapoor, CEO of Morningstar, Inc., and Daniel Needham, President and Chief Investment Officer of Morningstar’s Investment Management group, will discuss what it means to be a valuation-driven investor and how this principle is applied across Morningstar’s global investment management business. Michael Hasenstab Ph.D., Executive Vice President, Portfolio Manager, and Chief Investment Officer, Templeton, will discuss his valuation-driven approach to fixed-income investing.

Other presenters include:

Christopher Davis, Chairman, Davis Advisors, on the best approach towards superior returns when seeking to invest for the long term in U.S. equities;
Dan Kemp, Chief Investment Officer, EMEA, Morningstar’s Investment Management group, on the seven investment principles designed to help investors overcome behavioural biases and encourage good investor behaviour;
Derek Stuart, Co-Founder and Fund Manager, Artemis Funds, on using a ‘special situation’ approach to investing and its application in the current Brexit environment to identify long-term investment opportunities;
Hilde Jenssen, Lead Product Strategist, Skagen Funds, on how to uncover value in emerging-market equities, one of the cheapest asset classes in recent years, in an environment where value is hard to find;
Isabel Levy, Managing Director – Chief Investment Officer and Founder, Metropole Gestion, on how to employ fundamental industrial analysis to avoid value traps and identify the fair value of European equities;
Dr. Martijn Cremers, Professor of Finance, The University of Notre Dame, on his research about active share portfolios and fund performance; and
Mats Andersson, Vice Chair, Global Challenges Foundation, on why the inclusion of ESG criteria is an essential component of successful long-term investing and how these ideas can be applied by institutional investors in Europe.

During the conference, delegates can attend three breakout streams covering asset allocation, securities research, and manager selection. The sessions will include a discussion about the major factors influencing performance of financial services companies and the impact of the ‘behaviour gap’ on European investors. For the full conference agenda, please click here.