CC-BY-SA-2.0, FlickrCFA Institute: Conferencia de Inversiones en Latinoamérica. CFA Institute: Conferencia de Inversiones en Latinoamérica
The risks, opportunities, and challenges facing the global investment profession are as complex as ever and as investment professionals, it’s imperative that you remain current. With this in mind, next February 2nd and 3rd, the CFA Institute and CFA Society Mexico will host its first Latin America Investment Conference at the Westin Resort and Spa Cancun in Cancun, Mexico.
The conference, which is a must-attend event for investors in Latin America, features globally-acclaimed speakers and a range of diverse topics and perspectives to shape investment strategies in Latin American markets.
A practitioner-oriented educational conference focused on Latin American economies and capital markets, as well as global issues relevant to investors worldwide. It is aimed at analysts, portfolio managers, and other senior investment professionals working in or interested in Latin American markets.
MIPIM Asia Summit, the annual property leaders’ meeting in Asia Pacific organised by Reed MIDEM, will feature the world’s leading real estate execution and experts operating in the Asia Pacific region for a two-day summit.
The 2016 edition will examine emerging industry trends of real estate disruption and property technology innovation, under the theme “Real Estate Disruption: Take a Step Ahead.”
The event will be held 29-30 November 2016 at the Grand Hyatt, Hong Kong.
MIPIM Asia has been established as the premier industry event for professionals and companies operating within Asia’s property industry. It draws over 900 attendees from 30 countries, including international real estate executives, corporate business leaders, public and government sector representatives and academics.
“Asian real estate faces a perfect storm of rising demand from urbanisation even as the working population ages and technology changes the nature of both demand and supply for construction,” Jonathan Woetzel, Director of McKinsey & Company, China said. “MIPIM Asia will examine how Asian companies respond, what will be the breakthroughs that reshape the industry, and who will be the sustainable winners?”
George Hongchoy, Executive Director and CEO, Link Asset Management Limited, said “This year’s MIPIM Asia Summit will explore worldwide developments that are triggering economic and technological disruption in the property industry. At Link, we view disruption as an opportunity to pioneer new strategies, from Big Data and e-commerce to O2O, as a way to enhance shoppers’ experience. The Summit will provide the perfect stage for us to collaborate with our peers on these topics.”
CC-BY-SA-2.0, FlickrPhoto: Matthew Hutchinson
. M&G's Juan Nevado will Host a Cocktail Conference in Miami
M&G is getting ready to offer a Cocktail Conference in Miami on the 9th of November. Juan Nevado, fund manager of the M&G Dynamic Allocation Fund and M&G Prudent Allocation Fund, will discuss where he currently sees the most attractive opportunities in the markets (bonds, equities, currency) followed by an introduction to the funds he manages.
The event will take place at 4:30PM at the Four Seasons Hotel Miami on 1435 Brickell Avenue.
The agenda wll be as follow: 4:30 – Registration 4:45 – Presentation with Fund Manager 5:30 – Q&A 5:45 – Cocktail 7:30 – End
Foto: Mauro Gonzalez Elizalde . Segunda edición de Desarrollo, Validación y Gestión de Riesgo de Modelos en LatAm
On November 14-16th, Marcus Evans will be hosting in Mexico City their 2nd Annual Model Development, Validation and Risk Management in LATAM. The conference will help financial institutions in Latin America to examine the effectiveness of their current efforts and policies around model risk and develop better programs to minimize model risk.
Delegates will learn how other financial firms across the region enhance their model development and validation techniques. Moreover, the key sources of model risk will be analysed and how firms respond to them. Last but not least, there will be practical examples of model risk control across various financial models.
Attendees will be able to:
Understand and reduce model risk in their institution
Gain a better understanding of how to measure the impact of model risk
Learn how to overcome major model development and validation challenges
Discuss the role that internal audit should play in model risk management
Evaluate different risk measurement techniques across LATAM
Improve control of model risk across different financial models
The conference is aimed at Chief Risk Officers as well as Heads of areas such as Internal Audit, Model Risk, Model Development, Credit Risk, Market Risk and Operational Risk.
Poto: John Spade
. Annual Hedge Fund Conference Around The International Boat Show
Every year around the world famous International Boat Show in Fort Lauderdale takes place the “Annual Hedge Fund Conference” where Hedge Fund Managers, Family Offices, UHNWI and other professionals in the industry meet at an event followed by the opportunity to network and experience the luxury lifestyle of mega yachts.
Year after year the Nexgen Summit has presented The Hedge Fund Conference, attracting more attention and participants. Among the speakers featured last year were John Tyers, Lombard International; Tom Neinman, Sali fund Services; Ian Scott, Csledonia Planning Group; or Michael Liebeskin, Winged Keel Group.
The event will take place on Thursday, November 3rd at the Ritz Carlton, Fort Lauderdale. For more information or registration please contact thalius@hecksherpartners.com. Funds Society readers can benefit from a 25% discount. Please advise when registering.
CC-BY-SA-2.0, FlickrPhoto: Bob B. Brown
. Cybersecurity Takes Center Stage at CELAES 2016
FIBA will host its 31st Annual Financial Security Conference in Miami on October 3 and 4, 2016. In partnership with FELABAN (Federación Latinoamericana de Bancos), the conference attracts more than 600 industry leaders from 45 countries, facilitating knowledge exchange through targeted panel discussions, break-out sessions, live simulations and continuing education credits. Industry’s senior security professionals will educate participants on emerging threats and best practices to proactively defend against increasingly sophisticated adversaries.
“The staggering increase in information security breaches today is consequently putting our economy at risk of permanent damage,” said FIBA CEO, David Schwartz. “It’s no longer enough for organizations to solely rely on the traditional defensive approach. Instead, companies need to strategize offensively, getting out in front of this rising problem, strengthening their cybersecurity posture.”
Former New York City Mayor, Rudolph W. Giuliani, joins this year’s CELAES conference as a keynote speaker. Serving as Global Chair of Greenberg Traurig Cybersecurity, Privacy and Crisis Management Practice and Founder of security consulting company, Giuliani Partners LLC, Giuliani brings decades of experience and expert knowledge of the cybersecurity space to this year’s event. During the general session on Monday, October 3, he will kick off discussions around why the financial services industry has become one of the preferred targets of cybercrime. Specifically, he will focus on the preventative measures that can be taken to control access to systems, protect data on those systems, and educate employees on sound cybersecurity practices.
In addition to Giuliani as well as representatives from leading Fortune 500 companies like Visa Inc., Barclays, Bank of America, IBM and Microsoft, the following industry icons will be in attendance, providing insights on a variety of topics:
David Stelzl – Speaker, author, coach, High Tech Sales & Marketing Strategy, CISSP- will dive deep into his latest book, “Digital Money, The Executive’s Guide to Stopping the Greatest Transfer of Wealth in History – Your Data,” sharing the most common mistakes made by companies in regards to data security.
Andrés Gil – Partner, Cyber Risk Services, Enterprise Risk Services, Deloitte & Co S.A.- will explore how digitization is reshaping the concept of security and privacy in the 24/7 connected world in which we live.
Sergio Piñon – Senior VP, Director of Security, Ocean Bank- will discuss the vulnerabilities of mobile phones, highlighting the role they play in bank’s transactional channels; detection and containment of threats and tools and processes to mitigate the risk.
Foto: Roman Boed
. El Foro FOX Otoño 2016 se centrará en “reforzar la colaboración"
Family Office Exchange (FOX), a global membership organization of enterprise families and their key advisors, has unveiled the agenda for its 2016 FOX Fall Forum, which is taking place November 2-4 in Chicago.
This year’s Fall Forum, titled “Strengthening the Partnership”, will highlight issues affecting relationships between family leaders, office executives, and trusted advisors—and offer techniques for building stronger ones.
Highlights of the program include:
Mellody Hobson, President of Ariel Investments and Board Chair for DreamWorks Animation SKG, Inc., who will join FOX founder and CEO Sara Hamilton in a fireside chat to discuss her patient investment philosophy and the many ways families can collaborate to make the world a better place in the coming decades
Michael Hayden, Retired U.S. Air Force General, Principal with The Chertoff Group and former Director of both the National Security Agency and Central Intelligence Agency, who will explore today’s dynamic geopolitical events and risks with a special focus on worldwide intelligence and cybersecurity
Julia Balandina Jacquier, Founder and Managing Director of JBJ Consult, who will speak about why and how leading families of wealth use impact investing including insights from her new study “Catalyzing Wealth For Change, A Guide to Impact Investing”
Mark Hatch, Author of “The Maker Movement Manifesto”, who will share how advanced manufacturing, crowdfunding, the collaborative economy and online markets are paving the way for individuals to create, innovate, and generate wealth for themselves and their investors.
“FOX Fall Forum is the family wealth industry’s marquee event, with ideas and networking you won’t find anywhere else,” said FOX president Alexandre Monnier. “We are especially excited about this year’s agenda, which features world-class speakers who will cover an array of topics important to our members. If you are a family leader, family office executive, or trusted advisor, you truly won’t want to miss this Forum.”
The Fall Forum agenda features sessions addressing partnerships both inside and outside the family. It will also explore topics such as investing in the post-election environment, designing an owner education curriculum that informs and solidifies partnerships, understanding and addressing the wealth gap, and appreciating the role of family storytelling to support family continuity and vision.
And like at all FOX Forums, attendees will have the opportunity to expand their networks with other enterprise owners and highly-experienced executives at several engaging social events.
CC-BY-SA-2.0, FlickrPhoto: 401kcalculator.org. Optimizing Cash Management in a Fragmented and Restrictive Environment
Cash management has been a hot topic for financial institutions across LatAm due to the regulatory, political and infrastructure changes over the last few years. Thanks to the digitalization in the banking system, local and international banks see a lot of potential in expanding their banking services for retail and commercial clients in LatAm. Moreover, they are looking for strategies and innovative solutions to offer better cash management products and services to their customers.
With this in mind, marcus evans will gather specialists in Miami between September 7-9 in order to help banks overcome the challenges they experience when dealing with cash management, both locally and regionally. It will help them optimize their cash management strategies by providing them with a greater insight into examples that have worked well in different parts of the region. The disparity between international and domestic transactions will also be discussed, looking to achieve their integration into a single stream. There will also be a strong focus on AML and KYC policies and innovations in technology, to help banks move towards a fully secure digital era. Finally, we will explore strategies banks are implementing to reach unbanked regions in LatAm.
Attendants should expect to:
• Discover how to take advantage of new business opportunities that arise from regulatory changes
• Gain insight into the successful implementation of technologies, such as mobile and tablet banking, within cash management services
• Learn about the future of payments and collections
• Enhance your cash management infrastructure
• Discuss the regional standardization of payments
The speakers include Marco A. Almada of BBVA, Vitor Balao of Deutsche Bank, Liba Saiovici of Bank of America, Jorge Ruiz of Citibank, Alejandro Arauzo of Banorte, Claudia Macias García of Scotiabank, Luis M. Cifuentes of Banco Bradesco, Enrique Villarroel of Banco BICE, Felipe de Paula Pinto of Banco Itau, Adolfo E. Mora Vargas of BAC San José, Josie Forde of BNY Mellon, and Ruben Farias Sasia of Banco de Chile.
CC-BY-SA-2.0, FlickrFoto: MARCUS NUNES
. Foro de directores de inversión de familias y family offices
2016 FOX Autumn Global Investment Forum, Family Office Exchange´s (FOX) semi-annual family investment-focused gathering, will be taking place on September 15 in New York City.
The Forum is designed to meet the interests and needs of family investment decision-makers who will be in attendance, building a strong community among FOX members who are private investors or responsible for the investments of the families they serve. It will feature expert speakers as well as ample opportunity for networking and peer exchange with fellow top minds in the family office and investment worlds.
“This Forum helps facilitate smart, focused conversations among those responsible for family investment decisions, whether they are private investors or family office executives,” said FOX president Alexandre Monnier.
The program includes a session called “Unleashing your Psychological Capital” with Denise Shull, Founder & CEO of The ReThink Group; a view of Emerging Markets with Nicolas Rohatyn, CEO/CIO of The Rohatyn Group; A luncheron examining “Women and Wealth” with Sallie Krawcheck, Chair of Ellevate and Co-Founder/CEO of Ellevest; A panel of three wealth owners who will communicate their unique perspective and approach to direct investing.
The gathering will also include the first in-person meeting of the new FOX Private Investor Council, a new Council-level FOX membership specifically for successful sophisticated investors who make their own investment decisions and consider different risk and reward dynamics than most other investors (taking place September 14, the day before the Forum).
