The Third Annual Investment International Latin America Forum 2024 takes place one week today and below is the updated agenda.
This event which takes place at Auditorium, Zonamerica, Montevideo, Uruguay is full booked, but we are still adding to the waiting list in case anyone drops out.
To join the waiting list for delegate places please click here.
II Lat Am Forum 2024 Agenda
Date: Wednesday September 25, 2024, Venue: Auditorium, Zonamerica, Montevideo, Uruguay.
08.45am – 09:15am
Registration and Coffee
09:15 – 09:20
Welcome Remarks
Investment International Publisher Gary Robinson opens the event.
09:20 – 09:55
Main Sponsor Session – Investors Trust
II Lat Am Forum 2024’s lead sponsor is once again Investors Trust. Now in its 22nd year, the company is a key provider of solutions and service in the Lat Am region.
Speaker/s:
- Gustavo Otero – Head of Distribution Latam & the Caribbean
- Carlos Pombo – Senior Business Development
- María José Tito – Business Development Manager
- Sebastián Zelaya – Business Development Manager
09:55am – 10:20am
Sponsor Presentation 2 – Hansard
Speaker: Mark Winstanley, Sales Development Manager – Latin America
Topic: Mark will be sharing the results of Hansard’s Latin America Adviser Survey, a multi-country overview of adviser habits, trends & expectations.
10:20am – 10:45am
Sponsor presentation 3 – Marlborough
Speaker: Rod Guest, International Sales Manager, Marlborough
Topic: Rod will outline the company’s key funds and overall proposition and reveal how it is the perfect fit for partnerships with advisory firms, brokers and wealth managers.
10:45am – 11am
Morning Networking Break
11:00am- 11.25am
Sponsor presentation 4 – Canaccord Genuity Wealth Management
Speakers: Daragh O’Sullivan, Business Development Director Canaccord Genuity Wealth Management a will introduce the session and Justin Oliver, Chief Investment Officer – Funds, Canaccord Genuity Wealth Management, will speak about the benefits of investing in global diversified funds.
11:25am- 11.50am
Sponsor presentation 5 – Capital Vision
Speaker: Elbio Fernández, Director of Investment Solutions for the Southern Cone, Capital Vision
11:50am – 12:30pm
Industry Panel Session 1 – In this session we bring together some of the industry’s key players from the advice and brokerage world to answer questions alongside selected spokespeople from our sponsors.
We will look at improving client outcomes, with an overview of ongoing changes and evolution of services, adviser connections, investment opportunities and the impact of effective taxation and trusts planning.
Panellists:
- Alex Higham – Director en Niveton International
- Ricardo Loaiza – Presidente Ejecutivo en Capital Financial Partners
- Agustin Queirolo – Managing Partner en AIVA
- Jorge Patalagoity – Director em ICG Company
Panel introduced by II Editor Mark Battersby
Moderated by Gustavo Otero – Head of Distribution Latam & the Caribbean, Investors Trust
12:30pm – 13:30pm
Networking Lunch
13:30pm – 13:55pm
Sponsor presentation 6 – Davinci TP in association with Investec will present this session.
Federico Vilaseca will lead this presentation
13:55pm – 14:20pm
Sponsor presentation 7 – Bowmoor Capital in association with Fairlight Capital.
Fairlight Capital’s Alex Pay outlines opportunities with The Bowmoor Global Alpha mutual fund.
14:20pm – 14.35pm
Afternoon Networking Break
14:35 – 15:35pm
Industry Panel Session 2 – Future Advice debate
In this series of top-level global panel sessions there will be an important discussion on long-term future of international life and investment products and how product choice, flexibility and portability will shape future advice.
As with panel session 1 we bring together the industry’s key players answer key questions – including some submitted by II readers – alongside selected spokespeople from our sponsors.
15:35pm – 15.45pm
Presentation of two II Awards 2024 Lat Am regional awards for advisers/brokers – Advisory Best Practice and Excellence in Client Service (Advisers)
Followed by Closing Remarks and Prize Draw
15:50pm- 18:00pm onwards
Post Event Networking Drinks/Cocktails
- This event is being planned to also include accredited CPD hours and official certification for the sessions.
