II Lat Am Forum 2025 - agenda revealed

Gary Robinson

12th August, 2025

3 min read

The agenda for the Investment International Latin America Forum 2025 has now been finalised and is revealed below.

This Fourth Annual II Lat Am Forum 2025 is one of the region's most popular events with sell outs at the previous events in Miami (2022, 2023) and Montevideo (2024) last year. And this year's event is also close to capacity with literally just a handful of delegate passes left, before the event is only open to waiting list applications.

"We have eight fantastic sponsors for this year's event and two excellent panel sessions lined up. This year's event will of course have a Brazilian slant and will be bi-lingual with both English and Portuguese speakers, with interpreters translating via headsets for those that need them," said Gary Robinson, II and IA Publisher.

"It is our first Brazilian event and we are of course excited by this prospect but as always blown away by the support we get from this region. To be almost sold out is incredible."

II Lat Am Forum 2025 Agenda

Date: Wednesday September 17, 2025

Location: Rosewood Hotel, São Paulo, Brazil

08.45am - 09:30am

Registration and Coffee

09:35 - 09:40

Welcome Remarks

Dan Charles, head of video II and IA and Investment International Publisher Gary Robinson opens the event.

09:40 - 10:15

Main Sponsor Session - Investors Trust

II Lat Am Forum 2025’s lead sponsor is once again Investors Trust. Now in its 23rd year, the company is a key provider of solutions and service in the Lat Am region.

This session will be lead by Gustavo Otero, Head Of Distribution LATAM at Investors Trust. He will be joined by Carlos Pombo Lambrechts, Senior Business Development Manager, LATAM in this presentation.

10:15am – 10:40am

Sponsor Presentation 2 - Capital International Group's Aidan O'Shea - Business Development Manager and Andy Tinnion – Senior Business Development Manager will deliver their presentation entitled: The Offshore Edge: Elevating Client Portfolios with Global Custody

10:40am - 11:05am

Sponsor Presentation 3 - Michael Dalton of Newport Distribution presenting the Ai Machines Global Managed Risk Fund

11:05am - 11:25am

Morning Networking Break

11:25am - 11.50am

Sponsor presentation 4 - Canaccord Wealth

Speakers: Daragh O'Sullivan, Business Development Director, Canaccord Wealth and Justin Oliver, Chief Investment Officer - Funds, Canaccord Wealth will present this session.

11:50am- 12.15am

Sponsor presentation 5 – Capital Vision

Speaker: Elbio Fernández, Director of Investment Solutions for the Southern Cone, Capital Vision

12.15pm – 1pm

Industry Panel Session 1 - In this session we bring together some of the industry's key players from the advice and brokerage world to discuss advice and challenges in Brazil and the wider Latin American region.

Panellists: