5th Annual Global Private Wealth Forum – Miami

Global Private Wealth - Miami 2019 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.
 

November 21st, 2019 | JW Marriott Miami

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

FEATURED SPEAKERS

Santiago Ulloa

Santiago Ulloa
Managing Partner
We Family Offices
(US)

As founder and a managing partner at WE, Santiago Ulloa is responsible for the firm’s overall international business strategy. In 2000, he founded the firm’s predecessor, TBK Investments, to counsel and advise international high-net-worth families. He has since worked with client families to enhance the overall function of their wealth enterprises. Mr. Ulloa served as President of GenSpring Family Offices International after TBK joined with GenSpring temporarily, before it became independent as WE Family Offices in 2013. Mr. Ulloa was twice ranked by Barron’s as one of the Top 20 Independent Financial Advisors in the U.S., and named by Poder Magazine as one of the 25 Most Influential

Hispanics in the U.S. He has an advanced degree in International Economics from Universidad Complutense (Madrid) and has completed the Advanced Executive MBA Program at IESE (Barcelona).

Rafael Alcantara-Lansberg

Rafael Alcantara-Lansberg
Co-Founder & Managing Partner
Harbor Ithaka Wealth Management
(US)

Rafael Alcantara-Lansberg started working in the financial markets in mid-1997 on an EM bond arbitrage trading desk. He heads the firm’s global macro research efforts and sets the risk guidelines for the portfolio management team. His areas of interest include portfolio theory, asset allocation and the psychology of financial markets. For Rafael, Harbor Ithaka is about doing Wealth Management as it should be done: Excellent risk-adjusted returns should be consistent with an ethical practice; in fact they might depend upon it: “no excuses, no good enoughs.”

Diego Grove

Diego Grove
Head of Research
Megeve Investments
(US)

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.

Blas Miñarro

Blas Miñarro
Managing Director
JP Morgan Private Bank
(US)

Pep Navarro

Pep Navarro
Partner
OD Group
(Spain)

Pep Navarro is Business Development Manager at OD Group, a holding of companies oriented towards leisure and entertainment industries, understanding hospitality and property management as strategic areas for development. Previously, he was CEO at Roca Borrás, a real estate development and construction company. He has also been Director at Caixa Terrassa. He has launched the Ocean Group Capital I Sicar investment fund which invests in hotel assets and recently he is in process to launch the Ocean Group Capital II SIF. He has a degree in Marketing and Business Management and a master in Real Estate Management.

Júlio César Lage

Júlio César Lage
CEO
Belvedere Capital Advisors
(Brazil)

Júlio César F. Lage, CEO and Founding Partner, has over 20 years of experience in wealth management, corporate finance and investment banking, as Director of Morgan Stanley in Miami, First Vice President of Merrill Lynch in New York, and Director of Bank of Boston in Brazil. Education: MBA from New York University and a BA in Economics from the Catholic University of Minas Gerais (PUC-MG) in Brazil. Fluent in English and Portuguese.

Carlos Soto Raynal

Carlos Soto Raynal
Director Wealth Management Solutions
EFG Bank
(US)

Carlos Soto Raynal is the Director of Wealth Management Solutions in the Miami office of EFG Capital, part of the Swiss-based EFG International Group. He is responsible for international wealth planning structures for high-net-worth clients, primarily from the Americas region. Previously, Mr. Soto Raynal worked in Mexico and U.S.-based firms, such as Amicorp, KPMG, and BBVA Bancomer, S.A. He was also a tax law and corporate law professor at Instituto Tecnológico y de Estudios Superiores de Monterrey. Mr. Soto Raynal holds a J.D. from Loyola University Chicago, School of Law; and, a law degree (LLB) in Mexico from Instituto Tecnológico y de Estudios Superiores de Monterrey. He is admitted to practice law in Texas, and currently serves on the Board of Directors of the Society of Trust and Estate Practitioners and the Florida International Bankers Association (FIBA).

Giuseppe Cicatelli

Giuseppe Cicatelli
CEO
Bacalia Group
(Panama )

Elaine King

Elaine King
CEO
Family and Money Matters Institute
(US)

Elaine King is a Certified Financial Planner™ considered an expert in international family financial planning and an

ambassador for the CFP Board of Standards. She is the president of Family and Money Matters ™, which empowers

families’ financial and human capital to achieve financial well-being together. Ms. King has worked and studied in

Austria, Canada, Japan, Mexico, Peru and the U.S., working with over 1,200 families to create strategies focused on

wealth planning, financial education, multigenerational succession and family governance. Leadership experience

includes partner, director and manager at Bessemer Trust $100 billion AUM, Royal Bank of Scotland’s Coutts Division,

WE Family Offices and Salomon Smith Barney Investment Advisory Services. She has an MBA from Thunderbird and

a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study

of the Family in Georgetown. She is the author of 2 award-winning books and is often cited in global media outlets.

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.

Alexander Müller Jiskra

Alexander Müller Jiskra
Head of Central America & Caribbean
Bank of America
(Panama)

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SPONSORS


Institutional and Media Partners