II Latin American Investors' Summit

II Latin American Investors' Summit - Panamá 2019 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.

 

InterContinental Miramar Hotel. Panama City | September 18th, 2019

FEATURED SPEAKERS

Jose Abbo

Jose Abbo
Chaiman
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.

Russ Krivor

Russ Krivor
Principal
Sovereign Properties

Mr. Krivor developed an interest in real estate at a young age. He spent his teenage summers working at his uncle’s high-rise and commercial construction sites in Chicago. While studying Economics at Northwestern University, he observed an incredible demand for affordable single-family homes in south Florida. Eager to take advantage of the market opportunity, Russ, took a break from college at 19 and founded his first homebuilding company in 2004. The firm initially set out to build 5-10 homes annually. By the end of 2006, they had built and sold over 200 homes. Recognizing the trend away from home ownership in 2008, Russ wanted to transform the firm into a powerhouse for multifamily development-with a strong focus on upscale suburbs with difficult zoning laws. He approached a family friend for equity, and invested a great deal of his own money. In 2010 Dolce Living Mansfield, Mr. Krivor’s first rental community, opened its doors. Since then, under his various brands, Russ has developed nearly 5,000 apartments across five markets in the United States. Today, Mr. Krivor’s firm Sovereign Residential has over $150 million in capital under management and constructs and owns multifamily developments throughout the American southeast.

Guillermo G. Morales

Guillermo G. Morales
Executive Chairman
Clout Capital
(Luxembourg)

Guillermo Morales has a degree in Venture Capital & Private Equity from Harvard Business School. He started his career founding his first company at the age of 17, exiting successfully two years later. Guillermo’s entrepreneurial spirit drove him to create three more IT companies, prior to the inception of Clout Capital. Guillermo also undertook a business development role within an international asset management company which complements his strong experience in management of non-listed companies.

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.”

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.

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.

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.

Giuseppe Cicatelli

Giuseppe Cicatelli
CEO
Bacalia Group
(Panama )

Rafael Carrillo

Rafael Carrillo
Managing Partner
Norfolk Financial Group
(Panama )

Ivan Carrillo

Ivan Carrillo
CEO
Ceuza Advisors
(Peru )

Arturo Hanono

Arturo Hanono
CIO
INFONAVIT
(Mexico)

Arturo Hanono has more than 35 years of professional experience in the area of asset management in Mexico. 

The first  15 years he served as a private banker and in the last 20 years he was Chief Investment Officer in several pension funds (known in Mexico as AFOREs) and INFONAVIT (Mexico’s largest mortgage lender).

Between 2016 and 2018 at INFONAVIT he was responsible of the strategy and investments of 10,000 million dollars where he improved the return and diversification of the portfolio.

In the last 10 years he has been analyzing and investing in many CKDs and FIBRAs for institutional investors that he worked for in Mexico.   

He has a degree in Economics from the Universidad Anahuac (1983).

He won first place in the National Securities Market Prize organized by the Mexican Stock Exchange (BMV) for his professional thesis in 1985.

Today Arturo is a financial consultant and Investment Committee member for several companies. He is a financial analyst at fundssociety.com.

Felipe Chapman

Felipe Chapman
President and Partner Director
Indesa
(Panama)

Felipe is Managing Partner at INDESA, a Panamanian firm that specializes in economic research and analysis, financial and strategic advisory, markets analysis, investment banking services and private equity investments.

Felipe is Chairman of the Board of Directors of INDESA; independent director of Banistmo; and member of the Board of Directors of the Panama Psoriasis Foundation. Felipe was chairman of Latinex Holdings, the Panama Stock Exchange and Latin Clear, and also was a principal member of the Scrutiny National Board of Panama’s presidential election of May, 2019.

Before joining INDESA in 2004, Felipe was the CEO of the Panama Stock Exchange. He has over 25 years of professional experience in financial advisory, investments, economic analysis, capital markets and corporate finance.

Felipe has a BA in Economics from Brown University and an MBA from INCAE Business School.

Alexander Müller Jiskra

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

Romain Dromard

Romain Dromard
CIO
K&B Family Office
(Panama)

José Martínez Sanguinetti

José Martínez Sanguinetti
CIO
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.

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).

Antonio Ciulla

Antonio Ciulla
Managing Director
AV SECURITIES INC
(Panama )

Mr Ciulla is Managing Director and partner of AV Securities Inc. He is responsible for the Asset Management business in Switzerland and the AV SECURITIES sales department. He holds a Masters in Finance from the Instituto de Estudios Superiores en Administracion (IESA) in Caracas – Venezuela and a BA (Double Major in Finance and Marketing) from Northeaestern University (Boston – MA). He is Fluent in Spanish, English, and Italian.

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.

Jorge Vallarino

Jorge Vallarino
Investment Manager
MMG Bank
(Panama )

Vicepresidente de Tesorería & Relaciones Institucionales en MMG Bank y Socio del Grupo Morgan & Morgan con 20 años de experiencia en la industria de valores. Durante este periodo he sido un participante clave en el desarrollo de la plataforma de MMG Bank, supervisando las áreas de tesorería, finanzas, proyectos, y asesoría de inversiones. Soy director de la Bolsa de Valores de Panamá y participo activamente en el desarrollo del mercado doméstico. En la actualidad apoyo a la institución con nuestro posicionamiento de nuestras capacidades a nivel institucional en la región de Centro América.

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