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.”

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 8.2 Billion Dollars under management. In addition to co-founding the Firm and serving as the firm’s CIO, he leads the Investment Committee, where he is responsible for formulating the Firm’s macro-economic view.

Mikkel Herman

Mikkel Herman
CEO
Octogone NA
(USA)

Mikkel worked as a currency dealer and proprietary trader from 1993-2001 for Credit Suisse and CS First Boston in New York. He has been with Octogone since 2001, first as an advisor on currency hedging strategies and later managing internally seeded funds. He opened the Miami office in 2016 and brings 25 years of experience successfully managing risk and delivering consistent returns for private clients. Licensed Series 65.

Mikkel is a Graduate of Yale University (BA) and Boston University (MA).

Diego Grove

Diego Grove
Head of Research
Megeve Investments
(US)

Diego Grove is currently Head of Research - Business Analyst at Megeve Investments, since 2018. He was as Summer Equity Investment Analyst at Orbis Investments (2017). He was Portfolio Manager at Megeve Investments (2011 - 2016). Before, Co-Founding Partner and Board Member of Inversiones Los Boldos (2011 - 2016). From 2010 to 2015 he was Founding Partner and Board Member at ONG Costa Sur. He was Co Founder and Board Member of Celebrations with Meaning (2012 - 2014). He was also a Business Analyst - Co Portfolio Manager at Megeve Investments (2010 - 2011). And in 2009 until 2010 he was Investment Analyst in Linzor Capital.

Eli Butnaru

Eli Butnaru
CEO
Boreal Capital Management
(USA)

Eli Butnaru is responsible of the US Mora Wealth Management and oversees all aspects regarding daily operations while working closely with clients to design customized investment solutions.

With a deep knowledge in management and global financial perspective after two decades of senior management experience in the international banking industry, Eli Butnaru 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 Wealth Management, he 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.

Eli Butnaru is a Chartered Financial Analyst (CFA) and graduated Summa Cum Laude in 1983 from the University of Louisiana.

Michael Blank

Michael Blank
President
Holdun Family Office
(USA)

Michael Blank is the president of Holdun Family Office, a multi-family office with offices in Montreal, the Bahamas and the Cayman Islands, has opened his first office in the United States. He was previously the is the Managing Director of Andbank, Miami, since 1, 2014. Andbank is the largest family owned private bank in Andorra. He was the founder of Swiss Asset Advisors, a multi family office located in Zug and Miami. He has been an International private banker for the past 23 years, during which time he established Bank Julius Baer in Palm Beach and Credit Suisse Private Advisors in Miami, Florida.

In addition, Michael has over 14 years of experience in practicing international law, specializing in pre-immigration planning for high net worth individuals. He remains active in advising private clients, corporations and institutions with wealth preservation planning.

Jose Abbo

Jose Abbo
Chairman
Sovereign Wealth Fund Panama
(Panama)

Jose Abbo worked for the renowned multinational Cable & Wireless from 2004 to 2008. He served as International Vice President of Financial Projects to prepare benchmark studies, financial performance, competitive intelligence and economic analysis and research of the various economies where the company operates. In November 2008, he was appointed Vice President of Analysis and Strategies of Stock Markets for the renowned private bank, Credit Suisse at the Panama headquarters. In 2012 he was appointed member of the Board of Directors of the Savings Fund of Panama (Sovereign State Fund), for a period of seven years, which he presides to date.

Alessandro Merjam

Alessandro Merjam
Managing Director
HSBC Private Banking

Alessandro Merjam is managing director of HSBC Private Bank, responsible for the Brazilian team and the multifamily office business. He was at ITAU Private Bank (January 2006 to May 2019), where he led the international business of the bank, including Investor Desk, Trading Desk, Credit Desk and Treasury Desk in the structures of Miami, Zurich and Luxembourg. Before that, I work at BANK BOSTON Asset Management (2002 to 2006), where he was Director of Off Shore Desk, managing Offshore Funds and Discretionary Portfolios for Private Banking clients. He also worked at J.SAFRA Bank (1997 to 2002), there he was Portfolio Manager at the patented offshore desk

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)

Blas Miñarro is Managing Director at JP Morgan Private Bank and Senior Private Banker UHNW for Cono Sur, since 2017. Previously and since 2005, he held the position of Commercial Director also for Cono Sur, at Miami Private Banking International based in Miami .

Until 2005, I developed a professional career at Banco Santander, where I maintained different management responsibilities in Spain, in the business segments of Individuals, Companies and Institutions.

Independently and at the same time, from 1997 to 2005, I held the position of Technical Director Responsible for Quality Distrosur Laboratories in Granada. Period in which I took the address for the preparation of the Quality Manual and Standard Work Procedures of the company and obtaining the CE certificate.

Nadav Goshen Grunberg

Nadav Goshen Grunberg
Managing Partner
Vizcaya Capital
(USA)

Nadav Goshen. Founding Partner of Vizcaya Capital LLC. While obtaining a Master in Business Administration with a concentration in Finance, Nadav worked as a client advisor at several Israeli banks before joining UBS’s UHNW segment in Miami where he continued to focus within the field of international banking. With his goal-driven approach towards offering superior customer value to his ultra high net worth clients, Nadav offers value added know-how within the scope of domestic and international banking, strategizing intricate and tailor made structures. Along with overseeing operations in LATAM, Europe, and the Middle East, Nadav extends investment possibilities to his investors by developing “real economy” opportunities to invest in.

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.

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.

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.

Bas Horsten

Bas Horsten
Director, Sales & Business Development Caribbean & Latin America
IQEQ
(EEUU)

Bas Horsten has been CEO of SGG Curaçao since 2010. He previously worked for Citco Curaçao and Citco BVI Limited as Managing Director. He studied corporate law at the Erasmus University of Roterdam.

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 )

Giuseppe Cicatelli is an Italian born International Businessman and President of Bacalia, a business conglomerate and investment holding company with 16 subsidiaries and 200 employees within the Group. Chairman of the Board of Fundación Bacalia, and a funder of Downside Up, an international charity organization supporting children with Down’s Syndrome. Bocconi University Graduate with a Finance Master’s Program at the New York University Stern School of Business and an Executive Program at Harvard Business School.

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.

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.

Carles Farre

Carles Farre
Principal, International Tax
KPMG
(US)

Carles Farre is a tax Principal in the KPMG New York office's Investment Management & Funds Practice and leads the international tax-ASC 740 team within the alternative investments practice. He has over 9 years of experience in serving alternative investment clients, including pension plans, hedge funds, private equity funds, venture capital funds, mutual funds, investment advisers, and broker dealers. He has extensive experience addressing complex U.S. tax and foreign country tax issues impacting alternative investment funds. Carles is a member of the Board of Directors of the Spain-U.S. Chamber of Commerce, and a frequent course instructor for KPMG internal tax and industry courses.

Mauricio Cunha

Mauricio Cunha
Managing Partner
Astron Wealth Management

Mauricio Cunha was a professional swimmer at the highest level and is considered one of Brazil's greatest representatives in world competitions in the 1990s. His discipline in practice and his commitment to achieve his goals generated achievements in and out of the pools. Through swimming, Mauricio made his way to Louisiana State University, where he majored in finance and set records as an athlete. He then returned to Brazil as a trader, experiencing for the first time the pressure on a manager's operating table in Rio de Janeiro. Your investment experience and contact with institutional clients has been enough to help you set the next step: pursuing an MBA from one of the most prestigious universities in economics and finance in the United States, University of Rochester (NY).

Ibsen Avila

Ibsen Avila
Business Development Manager
Grupo Amicorp
(Panama )

Ibsen Alejandro Avila is a Panamanian Attorney with more than 15 years’ experience in the Legal, Corporate and Investment sectors in Panama and abroad. He holds a Master’s Degree in International Commercial Law, as well as Certifications in Mediation, Compliance and Corporate Governance. As Business Development Manager for the region within the Amicorp Group, based at the Panama City office since 2017, he’s in charge of liaising with Wealth Managers, Family Offices, Investment and Tax Advisers, as well as Attorneys and other consultants, helping them and their clients (private or corporate) create and manage international tax compliant structures, for today’s transparent world.

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