CC-BY-SA-2.0, FlickrCourtesy Photo. Maitland Group Opens Its Doors in Miami: Celebration on 15 September 2016
The newly established LatAm team in Miami and Maitland’s CEO (visiting from London) will host an evening of cocktails and networking. The event will take place in a water view venue in downtown Brickell, Miami. Hours will be from 6pm-8pm.
This cocktail reception is a celebration of Maitland’s office opening in Miami and an opportunity to get to know the team behind Maitland – a global advisory, accounting and fund administration firm that prides itself on high-touch client service, best-of-breed technology, and a proven track record as demonstrated by $280 billion in assets under administration.
Maitland was founded in Luxembourg in 1976, the firm is privately owned and fully independent, with over 1,200 employees globally. We specialize in complex, cross-border solutions, operating from 15 offices across 12 countries, providing seamless multi-jurisdictional legal, tax, fiduciary, investment and fund administration services to private, corporate and institutional clients.
The LatAm team is comprised of Benjamin Reid (Senior Manager – Business Development & Client Management for LatAm) and Client Relationship Managers Camila Saraiva and Pedro Olmo.
Following 2 hugely successful events in Miami, Fund Society and Open Door Media will be bringing together a selected group of the top fund selectors from the New York area with 5 leading asset management firms at the Fund Selector Forum New York 2016.
Kevin Thozet from Edmond de Rothschild and Jeffrey Germain from Brandes Investment Partners will be joined by Kevin Loome, of Henderson Global Investors and Sandra Crowl of Carmignac on the panel, taking place at the prestigious Waldorf Astoria on the morning of 18th October.
This event will bring key fund selectors from the New York area with top-performing Asset Managers to explore the latest portfolio management strategies and investment ideas. Places are reserved specifically for professional investors involved in fund selection, in the New York area, from a variety of institutions including:
Private Banks
Commercial Banks
Life Insurance Companies
Family Offices
Funds of Funds
To confirm your attendance, please contact Irma Gil, or register here.
MFS will present in Quebec its Annual Risk Management Conference on August 10-12th.
In the 18th Edition of the Conference, MFS will explore the drivers of volatility across borders and markets, delving into the issues it presents for DB pension plans.
Plan sponsors will have the opportunity to look closer at these drivers, the risks they pose and strategies, tools and arrangements they’re using to manage these risks.
Foto: LinksmanJD . Panamá recibirá el Latin Private Wealth Management Summit en septiembre
The Latin Private Wealth Management Summit is the premium forum bringing leaders from Latin America’s leading single and multi-family offices and qualified service providers together.
Schedule one on one business meetings with qualified buyers
Grow sales faster through a time efficient format
Network with high level executives in a luxurious and stimulating environment
All inclusive investment
Key Topics
Private Equity
Alternative Investments
Asset Protection
Handling International Investments
FATCA and CRS
Family Conflict and decision making
Cyber Security
Network with industry experts like:
Guillermo de Leon, Managing Director, Blue Line Investments
Elaine King, Founder & CEO, Family and Money Matters Institute
Nelson Cury Filho, CEO, Cedar Tree Family Business Advisors
Martin Zavalia, Head of Non-Financial Services, Guggenheim Partners Latin America
Jesus Gustavo Garza, Chief Economist, ITAU BBA
For more information, please contact Deborah Sacal or follow this link.
CC-BY-SA-2.0, FlickrFoto: Thomas 8047 / Xavier. Venezuela & Argentina: Finding Opportunities in Opposite Stories
Few examples in EM nowadays can form such an opposing dichotomy than the stark “Yin-Yang” contrast between the prospects on Venezuela’s and Argentina’s mid-term economic performance. Yet, there’s value to be found in the former’s high-beta structure and the expectations of short-term debt payments, and the latter’s growth story that started by a government change and reaffirmed by the end of a 14-years long default saga.
BancTrust & Co will host two events to share its views on the opportunities to be caught in the myriad of yield curves offered by the both sovereigns, quasi-sovereign and corporate debtors of two of the most complex economies in the EM scope.
Carlos Fuenmayor, CEO BancTrust Securities, said: “The target audience of these two events are investment advisers and managers of private banks and family offices located in Switzerland serving customers of Venezuelan or Argentine origin, or investing in these countries. We will discuss different economic and fiscal scenarios to help understand the challenges and opportunities that both countries face and their possible impact on yields.”
The events will be lead by Hernan Yellati, Head of Research & Strategy, and Guillermo Quiroga, Senior Economist. They will be held on:
June 8, 2016, Zürich:
Widder Hotel
Rennweg 7, 8001 Zürich, Switzerland
Registration / Breakfast: 7:50 AM
Presentation 8:30-9:30 AM
June 9, 2016, Geneva:
Grand Hotel Kempinski
Geneva 19 Quai du Mont-Blanc CH1201 Geneva, Switzerland
Foto: Janie Coffey
. FIBA Wealth Management Forum: "Transformación y oportunidades: el enigma de la consolidación”
One of the most prestigious Weatlh Managemet industry meetings in Florida, the FIBA Wealth Management Forum, organized by the Florida International Bankers Association, will be taking place this year at the Ritz Carlton Hotel, Coconut Grove, on May 5th and 6th. Under the title “Transformation and Opportunities: The Consolidation Conundrum” the event, in its 4th edition, will gather recognized industry professionals, regulators, and experts to discuss, share, and update the perspectives of the industry.
During this two-day conference, challenges and opportunities in the current and future wealth landscape will be analyzed in roundtable discussions, interactive role focused workshops and open debates that bring the industry’s players together to learn from each other, network and share best practices.
Specific case examples will be provided by the US Secret Service highlighting some of the local, federal and transnational arrests of these criminals as well as some of the methods they are currently utilizing to target High Net Worth Individuals and Corporations.
The Keynotes speakers will be Eduardo Mora, Director, Head of the Latin America Offshore Wealth Business, Blackrock, who will talk about “The Voice of the Investor”; And Tej Vakta, Senior Leader – Global Capital Markets Practice, Capgemini, who will do it aboutGenNext: The Future of Banking – The Impact of Technology & Social Media.
Among the speakers, David McWilliams, Head of Wealth Management Transformation, UBS; James Walker, COO and Head of Business Development – PB Americas, Credit Suisse; Roberto Martins, Chief Information Officer, Itaú Private Bank; Jacobo Gadala-Maria, President and CIO, Unimar Financial Services; Will discuss about the topic: “Transformation. How the players and the markets have moved but the wealth is still there. What does it mean for the industry, participants and most importantly, the clients?”
For registration or additional information you may use this link.
Foto: dsasso
. Se acerca el Latin Private Wealth Management Summit
Next May 12-13, 2016, at the Trump Ocean Club in Panama City, Panama, marcus evans will host its Annual Latin Private Wealth Management Summit.
The Summit is the premium forum that brings together solution providers with the most recognized single and multi-family offices in LATAM in a private, luxurious venue, destined to create business and debate about solutions for the wealth industry in the region.
Attendants will explore topics and issues within the private wealth industry in the LATAM region. Topics that will be discussed include: Private Equity, Foreign Direct Investments, Family Conflict, etc.
Along with the content, there will be both formal and informal networking opportunities. The formal networking will be one on one meetings (pre scheduled) between investors and decision makers, to learn about new techniques and solutions to face the challenges in Latin America. Between the presentations, round tables and meetings, attendees can also network during coffee breaks, meals and cocktail hours! All of this in a five star resort.
This Summit is directed to CIO’s, VP’s, Directors, Founders, and Investment Leaders from Multi Family Offices, Single Family Offices, and Investment Advisors.
Foto: Lima Pix
. Reunión de directores de inversión de family offices en el 2016 FOX Spring Global Investment Forum
Family Office Exchange (FOX) will hold the 2016 FOX Spring Global Investment Forum, April 6 at the Harvard Club in New York City and it is the first of two family investment-focused Forums for the year.
By and for owners of investment capital and their CIOs, the Forum is designed from the FOX member’s perspective to meet the interests and needs of the family investment decision-makers and asset allocators who will be in attendance.
At the conference, a panel of families and top advisorswill talk about the challenge of finding alpha in the market today and share insights on how they are addressing the challenge
Acclaimed architect, designer, thought leader, and author William McDonoughwill shed light on business models that allow business professionals to do more with less—and note the impact this philosophy has on bottom line profits and the investment implications of the next industrial revolution.
And Bloomberg Television anchor and editor-at-large Erik Schatzker will share his unprecedented insight into the companies and stories moving the markets, and identify key macro-themes that are actionable and relevant for multi-generational ultra-wealthy families.
For additional info or registration, please use this link.
CC-BY-SA-2.0, FlickrPhoto: Moyan Brenn
. The Morningstar European Institutional Conference Will Focus on Long-Term Investments
The Morningstar Institutional Conference, to be held in Amsterdam on 17 and 18 March 2016, will explore key themes relevant to long-term investors and will provide a holistic view of the current investing environment through a diverse program of presentations from leading investors, academics and industry experts. The organization expects more than 200 investment professionals from across Europe to attend.
Headlining speakers include John C. Bogle, Founder and former Chief Executive of Vanguard and creator of the first index mutual fund. In a conversation with Morningstar’s Scott Cooley, transmitted live from Pennsylvania, Mr. Bogle will share his views on building effective portfolios for long-term investorsand will challenge assumptions about active management. Attendees will also hear from James Montier, member of GMO’s asset allocation team, renowned author and expert on behavioral finance and value investing, who will explore the features of an independent-minded approach to investing and the challenges of implementing such a strategy in a multi-asset environment.
Haywood Kelly, Head of Global Research, of the organising firm will examine the landscape for sustainable investing and explain what the firm is doing to help individuals, advisors, and asset managers invest in ways that are meaningful to them. In addition, Thomas Idzorek, Head of Investment Methodology and Economic Research, Morningstar Investment Management group, will update and expand upon his ground- breaking research on the use of popularity as an investment tool.
Wikimedia CommonsDavid Schwartz, CEO de FIBA, en la conferencia de AML del año pasado - foto cedida. La XVI conferencia anual de FIBA "Anti Money Laundering Compliance" reunirá a más de 1400 profesionales en Miami
One of the main gatherings for the International Banking Industry is the Annual Anti Money Laundering Compliance Conference, organized by Florida International Bankers Association (FIBA). The event attracts more than 1400 participants from more than 48 countries around the world, and presents over 100 industry leaders to discuss on more than 100 topics related to AML.
The 16th annual conference will be taking place on March 7-9 at the InterContinental Miami and, this year, the discussions and debates will convene the speakers to discuss the following core topics: Newest Trends in the AML Landscape;FATCA and the Common Reporting Standards; Section 311 and Unintended Consequences;Correspondent Banking;U.S. Regulators and Policy Makers Q&A;AML Technology – Is your Institution using the right model?; And Latest Developments in Trade Based Money Laundering: Geographic Targeting Orders (GTOs), and the Intersection of Fraud and Money Laundering.
New this year, the conference will include additional panels that focus on real-time issues facing the industry, including: Terrorist Financing;Fireside Chat with FinCEN Director Jennifer Shasky Calvery; FIFA Corruption – PEPs, Corruption and Money Laundering; Disruptive Forces in Payment Systems: e-Money, Virtual Currencies, Mobile Payments and Online Lending.
For information and registration, you may use this link
