The agenda for the International Investment Latin America Forum 2023 has been revealed, with financial education, key connections, case studies and revealing insights into the burning issues facing advisers and wealth managers in the region on offer.
There will be sessions and panel appearances from our sponsors, and II Lat Am Forum 2023's lead sponsor is once again Investors Trust.
To register, click here.
II Lat Am Forum 2023 Agenda
II Lat Am Forum 2023 - Miami: Venue TBC (in Brickell Financial District)
Date: Thurs September 14, 2023
08.45 - 09:15
Registration and Coffee
09:15 - 09:20
Welcome Remarks
International Investment Publisher Gary Robinson opens the event
09:20 - 09:55
Main Sponsor Session - Investors Trust
II Lat Am Forum 2023's lead sponsor is once again Investors Trust. Now in its 21st year, the company is a key provider of solutions and service in the Lat Am region.
Speaker/s: Gustavo Otero, Head of Distribution, Latin America + 1 TBC
Presentation: Full details to follow.
09:55am - 10.20am
Sponsor Presentation 2 - Hansard
Speaker: Michael Wrigley, Head of Sales - Latin America, Hansard
Presentation: Full details to follow
10:am - 10:30am
Sponsor presentation 3 - Evelyn Partners
Presentation and Speaker details to follow
10:30am - 10.45am
Morning Networking Break
10:45am- 11.10am
Sponsor presentation 4 - UAP Group
Speaker: Rob Shipman, Group CEO of UAP Group and Concept Group
Presentation: Full details to follow.
11:10- 11:35
Canaccord Genuity Wealth Management
Speakers: Daragh O'Sullivan, Business Development Director Canaccord Genuity Wealth Management and Justin Oliver, Chief Investment Officer - Funds, Canaccord Genuity Wealth Management.
Presentation: Details to follow.
11:35am - 12.25pm
Industry Panel Session 1 - In this session we bring together some of the industry's key players from the advice and brokerage world to answer questions alongside selected spokespeople from our sponsors.
We will look at improving client outcomes, with an overview of ongoing changes and evolution of services, adviser connections, investment opportunities and the impact of effective taxation and trusts planning.
12:25pm - 12:30pm
Event survey and Preview of Afternoon
12:30pm - 13:30pm
Networking Lunch
13:30pm - 14:30pm
Case Study and Break Out Groups
Following our networking lunch, a cross-border advice case study will be acted out at the event with the clients and advisers played out live on stage.
In this innovative format, II Lat Am Forum's break out groups, will collectively come up with ideas and solutions to help our couple effectively overcome their advice dilemma.
14:30pm - 14.55pm
Sponsor presentation 6 - sponsor TBC
14:55pm - 15.10pm
Afternoon Networking Break
15:10 - 15.55pm
Industry Panel Session 2 - Future Advice debate
In this series of top-level global panel sessions there will be an important discussion on long-term future of international life and investment products and how product choice, flexibility and portability will shape future advice.
As with panel session 1 we bring together some of the industry's key players from the advice and brokerage world to answer key questions - including some submitted by II readers - alongside selected spokespeople from our sponsors.
15:55pm - 16.00pm
Event closing remarks
16:00pm- 18:00pm onwards
Post Event Networking Drinks/Cocktails including live music
- This event is being planned to this year also include accredited CPD hours and official certification for the sessions.
To register click here.
