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: Gustavo Otero, Head of Distribution, Latin America + 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

10:20am - 10:45am

Sponsor presentation 3 - Marlborough 

Presentation and Speaker details to follow

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: Details to follow.

11:25am- 11.50am

Sponsor presentation 5 – 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.

12:30pm - 13:30pm

Networking Lunch

13:30pm - 14:20pm

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.

14:20pm - 14.45pm

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

Agustin Queirola, Managing Partner at Aiva will lead this presentation

14:45pm - 15.00pm -

Afternoon Networking Break

15:00 - 15.20pm

Sponsor presentation 7  - Fairlight Capital

15:20 - 16.10pm

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 the industry's key players answer key questions - including some submitted by II readers - alongside selected spokespeople from our sponsors.

16:10pm - 16.20pm

Presentation of two II Awards 2024 Lat Am regional awards for advisers/brokers – Advisory Best Practice andExcellence in Client Service (Advisers)

Followed by Closing Remarks and Prize Draw

16:20pm- 18:20pm onwards 

Post Event Networking Drinks/Cocktails including live music 

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