Latin America Forum - Agenda

II Lat Am Forum 2024 Agenda

Date: Wednesday September 25, 2024, Venue: Auditorium, Zonamerica, Montevideo, Uruguay.

08.45am - 09:15am

Registration and Coffee

09:15 - 09:20

Welcome Remarks 

Investment International Publisher Gary Robinson opens the event.

09:20 - 09:55

Main Sponsor Session - Investors Trust 

II Lat Am Forum 2024's lead sponsor is once again Investors Trust. Now in its 22^nd year, the company is a key provider of solutions and service in the Lat Am region.

Speaker/s:

1. Gustavo Otero - Head of Distribution Latam & the Caribbean
2. Carlos Pombo – Senior Business Development
3. María José Tito – Business Development Manager
4. Sebastián Zelaya – Business Development Manager

09:55am – 10:20am

Sponsor Presentation 2 - Hansard 

Speaker: Mark Winstanley, Sales Development Manager – Latin America

Topic: Mark will be sharing the results of Hansard’s Latin America Adviser Survey, a multi-country overview of adviser habits, trends & expectations.

10:20am - 10:45am

Sponsor presentation 3 - Marlborough 

Speaker: Rod Guest, International Sales Manager, Marlborough

Topic: Rod will outline the company's key funds and overall proposition and reveal how it is the perfect fit for partnerships with advisory firms, brokers and wealth managers.

10:45am - 11am

Morning Networking Break

11:00am- 11.25am

Sponsor presentation 4 - 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:

11:25am- 11.50am

Sponsor presentation 5 – Capital Vision

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

11:50am – 12:30pm

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.

Panellists:

1. Alex Higham – Director en Niveton International
2. Ricardo Loaiza - Presidente Ejecutivo en Capital Financial Partners
3. Agustin Queirolo - Managing Partner en AIVA
4. Jorge Patalagoity – Director em ICG Company

Panel introduced by II Editor Mark Battersby

Moderated by Gustavo Otero - Head of Distribution Latam & the Caribbean, Investors Trust

12:30pm - 13:30pm

Networking Lunch

13:30pm - 13:55pm

Sponsor presentation 6 – Davinci TP in association with Investec will present this session.

Federico Vilaseca will lead this presentation

13:55pm - 14:20pm

Sponsor presentation 7  - Bowmoor in association with Fairlight Capital.

Speakers: Alexander Pay – Fairlight Capital / Bowmoor and Michael Dalton – Pearl Global Finance / Bowmoor

Title: Bowmoor Global Alpha – An introduction to Trend Following, Global Alpha and how it provides diversification improving traditional portfolio performance.

Synopsis: Trend following is a pure mathematical approach to fund management. It works on the premise that the economy and price fluctuations are cyclical, and that human behaviour never really changes. Global Alpha has an 11-year track record using 4 traditional algorithms on a compact portfolio of the largest macro markets and commodities in the world to detect trends and draw profits. Listen in to how our strategy has achieved over 18% per year since 2013.

14:20pm - 14.35pm 

Afternoon Networking Break

14:35 - 15:35pm

Industry Panel Sessions: In this session we spit the panel into two segments with a Regional Overview and Industry debate with:

Gustavo Otero, Investors Trust,

Maria Clavier, ICG, Morino Molteni, Ole Life and Mark Winstanly, Hansard 

This will be followed by a Global Markets Debate with:

Federico Vilaseca, Davinci TP in association with Investec,

Canaccord Genuity Wealth Management and Marlborough in this session

As with panel session 1 we bring together the industry's key players answer key questions - including some submitted by II readers - alongside selected spokespeople from our sponsors.

15:35pm - 15.40pm

Closing Remarks 

15:40pm- 18:00pm onwards 

Post Event Networking Drinks/Cocktails 

• This event is being planned to also include accredited CPD hours and official certification for the sessions.