4th Annual Global Private Wealth Forum – Miami

Global Private Wealth - Miami 2018 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 14th, 2018 | East Miami

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

FEATURED SPEAKERS

Juan Garrido

Juan Garrido
Co-Founder and Partner
Almira Capital
(Spain)

Juan Garrido is Co-Founder and Partner at Almira Capital, a company focused on wealth and asset management in Spain and LatAm. Previously, he was the Global Head of Investment Solutions at BBVA Private Bank based in New York. BBVA has extensive private banking businesses around the world including, Spain, Mexico, US, Switzerland, Turkey, China, and South America.

Before assuming his current responsibilities, he was Head of Investment Solutions for the Spanish Private Banking Division, defining the specific value proposal for Spanish HNWIs customer base.

Previously, in the late nineties, Mr. Garrido founded SciEcon, a quantitative investment company. After years working for the most important Banks, Asset Managers and Insurances companies in Spain and Portugal, finally SciEcon sold its to BBVA.

Mr. Garrido has a Bachelor’s degree in Physics and a Ph.D in Finance, both from Complutense University and has algorithms registrations in fields like portfolio selection, optimal asset allocation, statistical arbitrage and bonds arbitrage

Carol Pepper

Carol Pepper
Founder & CEO
Pepper International
(United States)

Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office and consulting firm located in New York City.

Numerous Awards

Pepper International is a highly respected firm that has received significant recognition in the financial services industry. In 2017, Pepper International was named Boutique Firm of the Year Award by STEP (Society of Trust and Estate Planners). In 2017, Citywealth in the UK named Carol one of the Top 50 CEOs in Wealth Management and a Power Woman. In 2017, Pepper International was nominated for three PAM Private Asset Management Awards in the US: Best Outsouced CIO Solution, Best Family Office Consultant and Best MFO for Client Service under $2 Billion in AUM. In 2016 and 2015, Carol was named one of the 50 Most Influential Women in Private Wealth by Private Asset Management. In 2014, 2012 and 2011, Pepper International was nominated for Private Asset Management awards for Best MFO with AUM under $2.5 billion. In 2009, Barron’s named Pepper International as one of the top family offices in the United States.

External Chief Investment Officer

Carol acts as the External CIO to wealthy families and Single Family Offices. She oversees all asset classes and puts in place a comprehensive consolidated reporting system. She is an expert in Impact Investing.

Family Office Set Up and Restructuring

Carol acts as a consultant to families that would like to create their own family offices and has built family offices around the globe. She also helps restructure existing Single Family Offices to bring them to top global standards and to prepare them to work with the next generation. She works with top international families.

Global Lecturing & Media Interviews

Carol lectures extensively around the world on issues of interest to wealthy families. She also appears regularly in the financial press and on television, including the Wall Street Journal, CNBC, Fox Business and Bloomberg, commenting on the markets.

Top Financial Services Experience

Carol has over 25 years of experience in the wealth management industry. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office formed by the Rockefeller family. As a principal at Morgan Stanley, she was instrumental in creating a web-based virtual family office prototype.

Top Educational Background

Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in philosophy and a minor in Russian language. She obtained an MBA in entrepreneurial studies from Columbia University Business School in 1989.

Published Books

Carol is co-author, with top journalist Camilla Webster, of The Seven Pearls of Financial Wisdom: A Woman’s Guide to Enjoying Wealth and Power. The book's website is www.thesevenpearls.com. The book has received positive reviews from The Wall Street Journal, Economist Nouriel Roubini, Morgan Stanley Chief Investment Strategic David Darst, and CEO Liz Lange, among others. The Seven Pearls was named one of the top five business books in 2012 by The Library Journal.

Carol self-published her first novel, a wealth management thriller called Beyond Blood, in October 2009. The book’s website is www.beyondblood.com. The book won a 2010 Indie Book Award and was named as an Editor’s Choice Book by iUniverse.

Philanthropy

Carol has been involved in numerous philanthropic causes over the course of her career. Currently, she is assisting the Global White Lion Protection Trust in South Africa, www.whitelions.org.

Mario Rivero

Mario Rivero
Managing Director & CEO
FlexFunds
(United States)

Mario is the Managing Director and CEO of FlexFunds.

Mario has experience in private equity and capital markets, with focus in financial services and technology. He has worked in Europe, Asia, and the Americas with an emphasis on emerging markets. Before FlexFunds, Mr. Rivero worked at a global multi-strategy hedge fund, a New York based venture capital firm, at Bear Stearns’ international investment management group, and in KPMG Consulting Europe.

Mario received a B.S. in Engineering from Boston University and an MBA from Yale University.

Rafael Alcantara-Lansberg

Rafael Alcantara-Lansberg
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.”

Elliot Dornbusch

Elliot Dornbusch
Founding Partner & CEO
CV Advisors
(US)

Elliot Dornbusch is an economist and Chief Executive Officer of CV Advisors, a Multi-Family Office with 5.5 Billion

Dollars under management. In addition to co-founding the Firm and serving as one of the Family CIO’s, Mr. Dornbusch

sits on the Investment Committee, where he is responsible for formulating the Firm’s macro-economic view. He is also

responsible for developing CV’s proprietary analytic software system

Alejandro Behrens

Alejandro Behrens
Managing Director & Associate Partner
MAXIMAI Investment Partners
(US)

Alejandro focuses his expertise on fulfilling the needs of the firm’s ultra-high-net-worth clients. As Managing Director of MAXIMAI, Alejandro leads business development. He works closely with clients and their families to tailor strategies and meet their financial goals. He helps them understand and navigate their financial choices, putting together efficient and objective plans. He also takes part in constructing investment strategies designed to preserve wealth.

As a millennial, Alejandro deepens relationships with the next generation of clients and helps family members understand and implement wealth transfer strategies. He brings a fresh perspective on investment solutions to the new generations of investors.

With six years of experience at Merrill Lynch, Alejandro’s last role was team Financial Advisor. Alejandro received a B.A. from Villanova University where he pursued a double major in Economics and Political Science. He also earned an M.B.A. from Georgetown University in 2015. Born and raised in Caracas, Venezuela, Alejandro currently resides in Miami with his wife Alexia. Outside the office, Alejandro enjoys adventure travel, movies, tennis and skiing.

Harris S. Fried

Harris S. Fried
CEO
The Fried Family Office, LLC
(US)

Harris S. Fried is an international lawyer and investment banker, serving as CEO of The Fried Family Office LLC (Palm Beach, FL) since 2002. He focuses on Direct Investing into the Defense Sector with a special emphasis on the Missile Defense Industry. Harris is the Chairman of Citadel Missile Systems, which invests in companies that manufacture parts and components for Missile Defense Systems. He is also Managing Director of the CMS-Research Institute based in London. Harris recently co-authored the White Paper, “The Base Case for Disrupting the Missile Defense Industry”. Harris was educated at the Porter Military Academy, University of Florida, the Law School at Emory University, the School of International Affairs at Columbia University, and Harvard University. He has lived and worked in New York City, London, and Singapore.

Jose Remy

Jose Remy
Director
Guggenheim Partners Latin America
(US)

Jose Remy is a Director at Guggenheim Partners Latin America, acquired from Guggenheim Partners, a global investment and advisory firm. He is in charge of Relationship Management with ultra high-net-worth clients. At Guggenheim, he has also headed manager selection and due diligence efforts for International Wealth Management, and is part of the Investment Committee. Jose has over 22 years of experience in investment banking, private equity, and asset management. Before joining Guggenheim, he was in charge of Acquisitons and Business Development at TMSG. Prior to that, he worked as an Associate in investment banking at J.P. Morgan and as an Analyst at Oppenheimer. He holds a Bachelor of Science in Economics from the Wharton School and a Bachelor of Applied Science from the Engineering School, both at The University of Pennsylvania. He also holds an MBA with honors from the Kellogg School at Northwestern University.

George Pérez

George Pérez
Founding Principal
GenTrust
(US)

George is a founder of GenTrust and is responsible for the management of several of GenTrust’s largest client relationships. George’s magnetic personality and intolerance for pretense have endeared him to ultra-high net worth individuals and families who have entrusted him with their wealth for almost two decades. Given the multi-national needs of many GenTrust clients, he often is called upon to direct clients’ legal and tax advisors in regards to estate planning, charitable giving, wealth transfer and tax planning issues.

Prior to co-founding GenTrust, George was a First Vice President in the International Wealth Management Group at Merrill Lynch. Within Merrill, he served as an integral force in expanding the firm’s reach within South Florida as well as internationally. George also spent seven years on the Institutional Fixed Income desk at Merrill Lynch where he developed expertise in cash management strategies and short-term fixed income solutions.

George graduated from Rutgers University with a Bachelor Degree in Economics and Latin American Studies, and also holds the distinction of being a Certified Investment Management.

Ricardo Araújo

Ricardo Araújo
Managing Partner
Astron Wealth Management
(United States)

Ricardo Araujo serves as Managing Partner at Astron Wealth Management. He has broad experience in the Brazilian wealth management industry, as a sell-side equity analyst and an equity and fixed income portfolio manager. He was previously at Itaú Unibanco as a Partner in their Private Bank, and as a Partner- Head of Investments for Latin American corporate bonds at Itaú Asset Management. He also gained experience at institutions like Brasil Telecom and BTG Pactual. Ricardo completed the Advanced Management Program at the University of Chicago’s Booth School of Business, the Executive Program at Thunderbird School of Global Management, and earned a Bachelor of Science in engineering from Universidade Federal do Rio de Janeiro.

Rodolfo Paiz

Rodolfo Paiz
CEO
55 Fidelius Family Office
(United States )

Rodolfo Paiz is the CEO of 55 Fidelius Family Office, a multi-family office providing a network of best-in-class advisors to educate and advise business families throughout the Americas. He is a member of the Board of Directors of the Family Firm Institute, an editor of The Practitioner, and a third-generation family member with nearly 20 years of consulting experience.

Juan Pablo Martinez-Blat

Juan Pablo Martinez-Blat
Managing Director & Founder
SAAGA Family Wealth
(US)

Juan Pablo Martinez-Blat is a family enterprise advisor and speaker. He is the managing director and founder of SAAGA (previously known as OnNe Consulting), a firm dedicated to design, operate and advise Single Family Offices by using investment, behavioral science and corporate finance techniques as tools to provoke a critical inquire on how to navigate the complexity of managing wealth, business and family.

As a trusted advisor to high-net-worth individuals, Mr. Blat helps clients in the US, Europe and Latin America manage their wealth throughout multiple asset classes. He and his firm also assist Family Offices and Family Businesses to develop competitiveness and create value by using a radically unique methodology that merges corporate finance principles with organizational design techniques.

He works with selected clients as a family governance coach and he is regularly invited to speak and moderate at Family Office conferences. Mr. Blat frequently conducts workshops on Family Business Strategy and Managerial Effectiveness, Governance and Decision Making for Board of Directors and Investment Committees.

Mr. Blat has served on the board of for profit and philanthropic organizations that support the education of underprivileged kids. He is a Civil Engineer and holds a MBA degree from IESA in a joint program with the University of North Carolina at Chapel Hill.

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.

Eli Butnaru

Eli Butnaru
CEO
Mora Wealth Management
(US)

Eli Butnaru, chief executive officer of Mora Wealth Management Miami, oversees all aspects of the company’s daily operations and also works closely with clients to help create customized investment solutions.

Mr. Butnaru brings to Mora his extensive knowledge and global financial perspective, which he honed during two decades of senior management experience in the international banking industry. He is credited for his leadership of major financial institutions in Latin America and Asia, including managing operations for Citibank and UBS.

Prior to joining Mora, Mr. Butnaru led the Palm Beach and Miami practices of UBS-AG. His career accolades include achieving record growth and successfully spearheading key strategic initiatives, including acquisitions of banks and other financial institutions.

Mr. Butnaru, a Chartered Financial Analyst (CFA), graduated summa cum laude in 1983 from the University of Louisiana.

Carlos Soto Raynal

Carlos Soto Raynal
Director of Wealth Management Solutions
EFG Capital
(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).

Ernesto de la Fe

Ernesto de la Fe
Managing Director & Director of WM for LatAm & Florida
Jefferies
(US)

Prior to his current position, Ernesto de la Fe was Managing Director and Head for Latin America of Morgan Stanley for 9 years. From the beginning of his career, he has been very active in promoting Hispanic diversity within the financial services industry. He has a BBA from the University of Miami, and an MBA from the Thunderbird-Garvin School of International Management. He did post-graduate study at the Institute for International Studies and Training in Japan, and at the Harvard Business School.

Elaine King

Elaine King
Founder & 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.

Ira J. Perlmuter

Ira J. Perlmuter
Founder & Managing Director
T5 Equity Partners
(US)

Prior to starting T5, Ira founded and ran Cove Capital Advisors, Inc. Cove Capital is a boutique financial restructuring, turnaround and distressed/bankruptcy M&A advisory firm. Cove Capital advised on over $5.5 billion of assignments, serving clients such as JP Morgan Chase, the Republic of Korea, Fleet Bank and others.

Before that, Ira was a Vice President in The Chase Manhattan Bank’s elite Restructuring Group. Ira was with Chase for over seven years focusing primarily on corporate loan restructurings to middle market and international companies. In that capacity, he restructured and/or sold over $1.5 billion of troubled debt. In addition to the above, Ira served as Liaison to Chase’s Global M&A Group with a mandate to identify bankrupt or distressed M&A opportunities for Chase’s top-tier clients. Further, Ira assisted in the formation of, and was an advisor to Knightbridge Capital Partners LLC, an investment bank established to do private placement transactions for growth and/or distressed companies.

Previously he served on the Advisory Board of Fairbanks Equity Funding Ltd., a hedge fund. For several years, Ira gave the keynote address to the world-wide, senior management of the Korea Exchange Bank at a Credit Analysis and Loan Classification seminar. In addition, in March 2000, Ira was chosen as one of the TOP 40 UNDER 40 by Business News New Jersey, a statewide, weekly business journal. Ira also is a member of the Turnaround Management Association.

Javier Lluch

Javier Lluch
President
Element Development
(United States)

Mr. Javier Lluch has successfully developed and managed real estate projects, properties and investment funds from Florida to Illinois for almost two decades, including partnerships with some of the largest U.S. real estate firms, articulating real estate investment transactions close to a billion dollars.

While working for Citigroup and Morgan Stanley, Mr. Lluch negotiated and established important institutional relationships in the U.S. and Latin America, managing relationships worth upwards of a billion dollars of investment funds.

Mr. Lluch graduated in Economics from the University of Western Ontario in Canada, and attended the Master’s program for Civil Engineering in Construction Management at Florida International University. He also has several real estate certificates of specialty studies from accredited U.S. institutions such as CCIM, and LEEDS.

Diego Grove

Diego Grove
Portfolio Manager
Megeve Investments
(US)

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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!