Latin American Investors' Summit

Latin American Investors' Summit - Santiago 2018 is the most sophisticated gathering for Institutional Investors and Family Offices
seeking opportunities to create value and discuss the most recent trends in capital preservation, investment strategies and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.

 

Hotel W Santiago. Isidora Goyenechea 3000 - Las Condes, Santiago, Región Metropolitana, Chile | October 18, 2018

FEATURED SPEAKERS

Spencer Zwick

Spencer Zwick
Co-Founder & Managing Partner
Solamere Capital
(US)

Spencer founded Solamere Capital with Tagg Romney and Eric Scheuermann. Spencer has spent over a decade building the Solamere network while working directly with Governor Mitt Romney in both the public and private sectors.

Spencer also currently serves as a Senior Advisor and the Finance Chairman for the Speaker of House, Paul Ryan, as well as a board member of the Ann Romney Center for Neurologic Diseases.

Spencer served as Finance Chairman of both the 2008 and 2012 Romney for President Campaigns, leading an effort that raised more money than any other GOP campaign in history.

Spencer previously served as Deputy Chief of Staff and COO to the Office of Governor Romney in Massachusetts. In that position, he oversaw all operational and financial activity of the Office of the Governor. He also served as the executive liaison to five of the twelve cabinet agencies. Previously, Spencer worked in the Executive Office of the Salt Lake City Olympic Organizing Committee for the Winter Games of 2002, where he worked to help erase a $379 million deficit and restore credibility to the 2002 games.

Spencer is fluent in Spanish, Portuguese and Thai. Spencer and his wife, Jenny, reside in Wellesley, MA and are the parents of four children.

Juan Pablo Noziglia

Juan Pablo Noziglia
Head of Research and Fund Selection
AFP Profuturo
(Peru)

Pablo Solari

Pablo Solari
Partner
Capital Advisors
(Chile)

Pablo Solari is a Partner at Capital Advisors and a Board Member of Capital Advisors Administradora General de Fondos S.A. He also works actively in the Family Office Deparment. He worked for several years in Product Development and Wealth Management areas at Morgan Stanley and Citigroup, in London and Milan. He was also Private Banking Director at Celfin Capital, and Managing Director at Corpbanca Agencia de Valores. Mr. Solari is an Industrial Civil Engineer from the Pontificia Universidad Católica de Chile and has an MBA degree from the Bocconi School of Management in Milan.

Jose Miguel Ureta

Jose Miguel Ureta
Founding Partner & CIO
Picton Advisors
(Chile)

Prior to founding PICTON, Jose Miguel was Chief Financial Officer and Chief Investment Officer of Consorcio Nacional de Seguros –Chile’s leading life insurance company– where he worked for over seven years. At Consorcio, Jose Miguel oversaw a diversified global portfolio of more than $6.5 billion in fixed income, equities, real estate and alternative investments. He served on numerous corporate boards, including those of Larrain Vial AGF (Larrain Vial’s fund management arm), ESVAL S.A. (Chile’s second-largest water utility), and several real estate companies. Currently he is a board member at Banco Consorcio (Consorcio’s commercial and retail banking affiliate).

Previously, Jose Miguel managed Compass Emergente, an $80 million small cap equity fund run by Compass Group –one of Latin America’s leading asset managers. Between 1998 and 2001, he was a member of Deutsche Bank’s Chilean investment banking team, participating in numerous M&A transactions, tender offers, equity issues, bank syndications and bond placements.

Jose Miguel holds a degree in Civil Engineering from the Pontificia Universidad Católica de Chile in Santiago, Chile, where he received the Engineering School’s award for top-ranked graduate of the class of 1991. He completed his graduate studies at Harvard Business School, MBA class of 2003.

Luiz Felipe Andrade

Luiz Felipe Andrade
Partner
Pragma Patrimonio
(Brazil)

Mr Andrade has worked for BlackRock as MD and Country Head of Brazil; to Itaú-Unibanco as Director responsible for Market and Liquidity Risk and to Unibanco Asset Management as Executive Managing Director. Mr Andrade was also consultant for Booz.Allen & Hamilton.

Mr. Andrade has also maintained ties with the academy, lecturing graduate courses (MSc and PhD level) of Financial Economics and Corporate Finance at Fundação Getulio Vargas.

He also has been an active member of the Industry Association (ANBIMA).

Gustavo Price

Gustavo Price
Chief Investment Officer
AFP Cuprum
(Chile)

Gustavo Price serves as CIO at AFP Cuprum, where he initially headed the investment risk area when he joined in 2006. In 2009, he became a portfolio manager, and his experience at the firm has seen him in charge of asset allocation and the management of international variable income. Since February 2018, Gustavo has served as Investment Manager. He graduated as a Civil Industrial Electrical Engineer from Pontificia Universidad Católica de Chile and is a Chartered Financial Analyst (CFA).

Taly Brinzey

Taly Brinzey
Co-Founder & CEO
Summit Properties International
(Chile)

Taly Brinzey has mastered the art of connecting people to opportunities. She is the co-founder and CEO of Summit Properties International, where she leads a real estate investment, property management, brokerage and consulting company with assets under management exceeding 20 million dollars.

As a natural mobilizer, Taly stands out as very personable, analytical, intrepid and highly focused professional. An expert in asset management, investment sales and acquisitions in real estate and private equity, she is a creative, out of the box thinker.

Utilizing her international financial experience and expertise, Taly along with her business partner developed a proprietary program that provides a turnkey solution for foreign buyers looking to participate in the US real estate market producing net returns in excess of 18% annually.

Her story begins long before arriving in the United States, as a child in Uruguay. Her father was in an investment banker and her mother opened and still runs an import company and retail store. Being always extremely curious, at age 9 she began helping in her mother’s store, where she learned she loved people, and had a knack for selling. “I did not sell”, she says. “I explained, and if it made sense they bought.” She credits her parents with teaching her a strong work ethic and the importance of being trustworthy and ethical. “I only sell what I believe in. It is not sales really, it is my belief.” Bold, innovative, tenacious and determined are all characteristics that describe Taly, but she says the key to her success has been making sure her clients are successful.

An avid traveler, animal lover, horseback rider and former jumper, she received her BA in Business Administration at the Universidad ORT Uruguay, and her real estate broker license from Mingle Real Estate School. She is part of the SBA Emerging Leaders class of 2018 is a member of the Charlotte Chamber, Charlotte Latin-American Chamber of Commerce and is a licensed real estate broker in both North and South Carolina. Taly is fluent in Spanish, Portuguese and French.

Felipe Marín

Felipe Marín
Investment Manager, General Fund Manager
Inversiones Security
(Chile)

Luis Felipe Marin serves as Director of Investments at Inversiones Security, where he is responsible for the investment philosophy of the Asset Management team. He establishes general guidelines, develops and maintains products, establishes asset allocation , and monitors investments. Before ascending to his current position, Luis Felipe was the International Investment Manager for Inversiones Security, a position which saw him responsible for the investment process, recommendation, and execution of international investments. His past experience also includes fixed income operations and portfolio management at Corpbanca Corredores de Bolsa, and investment analysis at Tanner Corredores de Bolsa. Luis Felipe graduated from Universidad Adolfo Ibáñez in business engineering and with a Master of Science in Finance. He also received his MBA from Universidad Pontificia Universidad Catolica, and is CFA certified.

Andrea Cuomo

Andrea Cuomo
Director, Head of Southern Cone
Quilvest
(Chile)

Leonardo Wengrover

Leonardo Wengrover
CEO
W Advisors
(Brazil)

Leonardo Wengrover is the CEO of W Advisors, a Multi-Family Office he founded in 2005 which serves 30 families in Rio Grande do Sul and Santa

Catarina. Prior to that, Leonardo was responsible for establishing and developing Wealth Management Offices for three different banks in Southern Brazil.

Marcelo Marchante

Marcelo Marchante
Partner
Inversiones Alcalá
(Chile)

Mario Amigo

Mario Amigo
Chief Investment, Financial, & Administrative Officer
Fundação Sistel
(Brazil)

Mario Amigo is Chief Investment, Financial, & Administrative Officer at Fundação Sistel. He previously served as CIO at HSBC Brasil, where he was responsible for the oversight of Investment Functions of HSBC Insurance entities in Argentina, Brazil, and Mexico. Prior experience also includes: partner at PPS Portfolio Performance, Senior Institutional Manager at Banco Safra, Senior Associate at Mercer Brazil, and Investment Consultant at Luz Engenharia Financeira. Mario has taken part in research groups at the Polytechnic School of USP and the Institute of Advanced Studies (IEAv) of Aerospace Technical Center (CTA). He is also a professor of Financial Markets in several business schools. He has a degree, with honors, in Mechanical Engineering from FEI, a Master of Science in Mechanical Engineering from USP, and a postgraduate degree in Advanced Financial Market Operations from FIA, where he has completed MBA courses in Business Management and Financial Market Operations.

Pedro Yagüez

Pedro Yagüez
CEO
Columbus Investment Partners
(UK)

Pedro Yagüez is a founding partner and Chairman of Columbus Investment Partners, a specialized European small-mid cap equity fund. He previously served Governance for Owners as a Senior Partner, and was Head of Pan-European Equities at both AIM Investment Managers in Dublin, and Citi Group Asset Management. Pedro hold a bachelor’s degree in Economics from Universidad Complutense, Madrid; a Master in Business Administration from IE Business School, Madrid; and a Master in Finance from the London Business School.

Rodrigo Gaona Riquelme

Rodrigo Gaona Riquelme
Chief Investment Officer
Beta Inversiones
(Chile)

Rodrigo Gaona Riquelme is a founding partner at Beta Inversiones, a company specialized in investment, development, and asset management for residential income. He has more than 17 years of experience in the financial industry, having held various positions in the Asset Management division of the Santander Group. There, he focused on investment strategy for asset allocation and selectivity of global and local portfolios. He graduated as an industrial civil engineer from Pontificia Universidad Católica de Chile, where he also earned a Master in Industrial Engineering.

José Pedro Martínez Sanguinetti

José Pedro Martínez Sanguinetti
Executive VP - Investment & Pension Division
Rimac Seguros y Reaseguros
(Peru)

Jose Pedro Martínez Sanguinetti is Executive Vice President of Investments of Rimac Seguros. Since 2002, he has been in charge of managing an investment portfolio that now amounts to US $ 3,500 million and is comprised of bonds, stocks, money market instruments, real estate, and alternative investments in twelve countries. Prior to working at Rimac Seguros, Mr. Martínez Sanguinetti was Risk Manager for Peru at ING Bank, and an Economist for Latin America at IDEA Global in New York. He has a degree in Economics from the Universidad del Pacífico and a Master in Economics from the London School of Economics and Political Science.

Cristina Campabadal

Cristina Campabadal
Founder & CEO
CCS Finanzas Family Office
(US)

As the only Partner of CCS Finanzas, Cristina Campabadal is one of the first women in the world to found a multi-family office. Before launching her company, she joined an American multi-family office in 2015 as an Associate Advisor in Miami, where she advised international HNW clients regarding their wealth management needs. She previously also served as Manager of LatAm and Director of Development at a Spanish multi-family Office, as well as a Financial Advisor at Banco Santander International Private Banking (Miami), and a member of the Private Banking Group of BBVA Group Bank in Spain. With 14 years of experience in the financial industry, she also is a columnist at YAHOO US, writing about the financial world and international investments.

Nathan Pincheira

Nathan Pincheira
Chief Economist
FYNSA
(Chile)

Marcelo Gonzalez

Marcelo Gonzalez
Gerente Banca Privada
Banco de Chile
(Chile)

Carolyn Robert

Carolyn Robert
Country Manager
IADB
(Chile)

Juan Arce

Juan Arce
Partner
Almira Capital
(US)

Juan Arce is a Partner at Almira Capital. Previously, he served as Managing Partner at Aquasphere Management and as Senior Director at VectorGlobal Wealth Management Group. He also served as the Head of Madrid and the Balearic Islands for Banco Madrid, where he was a member of the Board of Directors, as well. Before joining Banco Madrid, he was Managing Director of Sales and Private Banking at Banco Finantia, where he handled business and relationship development for high net worth wealth management, and also served on the Board of Directors. Juan earned a master's degree in business administration from Universidad CEU San Pablo in Madrid.

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SOCIAL CORPORATE RESPONSIBILITY

New York Business Group LLC's employees and stakeholders understand that we are all responsible for contributing to the betterment of our world. After this event, our firm will make a donation to the following causes. Please do not hesitate to request details about this program and to learn how you can become involved.

A Stitch in Time was born in a delivery room. The women who brought the organization to life are gynecological health care professionals, three surgeons and a nurse-midwife, who met through work and affiliations with Mount Sinai Medical Center in New York. The work led to friendship, and the realization that they were all active international medical volunteers with a shared commitment to making gynecological health care universally available to women in need. That commitment led to the birth of this new NGO.

Our name, A Stitch in Time, suggests that timely repairs go a long way to preventing more serious damage, and we think the notion holds true for global health care for women. In addition to the work in Bangladesh, we have begun to develop a new relationship with a remote hospital in Guatemala and we need your support to help us move forward.

We commit our time, our skills and our own money to the cause, but we need help paying for transportation and supplies. Your contribution will go directly to support these missions and to changing women’s lives.

Make a donation today!