- November 10, 2010 - Private Banking Latin America 2010
Rich insights for Latin America’s private wealth market
An agenda focused on the investment and operational challenges faced by private banks, family offices and wealth managers
Do business with the region’s leaders
Our speaker faculty and audience consists of the industry’s best from across the region
Build relationships critical to success in Latin America
Success in the region depends on face-to-face relationships – profit from a conference experience designed to make the most of your networking time
35 key private banking & family office executives & strategists from Morgan Stanley Smith Barney, Bank of America Merrill Lynch, SunTrust Banks Inc, Scotiabank, Itaú International, Genspring Family Offices & more will discuss these topics:
- Wealth creation in Latin America in th. . .
- October 4, 2010 - Hedge Funds World LatAm 2010
Over 150 hedge funds and investors gathererd in Miami in October 2009 to do business at every level. . .
- August 15, 2010 - Private Wealth Management Program
Especially in the current market turmoil, many families seek more education on how to better protect their wealth. For ten years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education. To date, 544 participants from 30 countries are program graduates.
- August 8, 2010 - Stanford Wealth Management Program
The Stanford Wealth Management program is a five-day, intellectually rigorous wealth management program. The objective of the program is to help attendees confidently oversee the construction of their portfolios, select advisors, and evaluate managers. Attendees are also asked to consider the impact of wealth on their values and on their relationships.
- June 9, 2010 - Private Equity World Latin America 2010
The must-attend private equity conference in Latin America
Value creation for private equity and investors
Private Equity World Latin America 2009 was THE meeting place for GPs and LPs active in the region.
With more than 250 attendees, it was also the biggest. Join us in June, 2010, as we continue to provide you with the contacts and knowledge you need at the 4th Annual Private Equity World Latin America conference.
- May 19, 2010 - Wealth Management Unwrapped: Keeping Score - How Do You Know Who's Winning? (third in a series of three)
This seminar, the first of three in a series, is for individual investors with substantial wealth. Outcomes and learning goals include: becoming more self-aware as to what you want or need from an advisor or manager, discovering how conflicts of interest might impact the advice you receive and products you are sold. .
- May 5, 2010 - Wealth Management Unwrapped: Digging Deeper - Discovering the Right Advisor or Best Manager (second in a series of three)
This seminar, the first of three in a series, is for individual investors with substantial wealth. Outcomes and learning goals include: becoming more self-aware as to what you want or need from an advisor or manager, discovering how conflicts of interest might impact the advice you receive and products you are sold. .
- May 2, 2010 - Private Wealth Management Program
Especially in the current market turmoil, many families seek more education on how to better protect their wealth. For ten years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education. To date, 544 participants from 30 countries are program graduates.
- April 21, 2010 - Wealth Management Unwrapped: Learning the Lay of Wall Street (first in a series of three)
This seminar, the first of three in a series, is for individual investors with substantial wealth. Outcomes and learning goals include: becoming more self-aware as to what you want or need from an advisor or manager, discovering how conflicts of interest might impact the advice you receive and products you are sold. .
- April 18, 2010 - Foundations & Endowments Investment Summit 2010
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