10-11 June 2020

Mexico City, Mexico

We aim to fill the gap we have identified in the region, as there is a current lack of quality family office conference offering the combination of high level networking and wide ranging relevant topics we are able to provide.

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“The event is a must for those who are looking to forge new business relationships in the region.”

The summit is a gathering of family offices, for the benefit of all involved, and is a non-commercial event. The topics discussed at the summit are highly relevant to the family offices of today, providing solutions for their problems. It’s also an opportunity for service providers to mingle with members of these family offices in an informal and productive environment.

The summit has a unique range of valuable sessions that will help your family office to thrive, and will also help you to thrive both professionally and personally. Our own status as a family office also gives us a valuable insight into the priorities, needs and challenges of operating a family office, and means we can better address each of these in an effective way through our events.

With a family office to delegate ratio of 70:30, the summit gives everyone the opportunity to meet and talk in an easy and informal way, and in a relaxed setting.

We aim to fill the gap we have identified in the region, as there is a current lack of quality family office conference offering the combination of high level networking and wide ranging relevant topics we are able to provide.

Previous Esteemed Speakers, some of which include:

We welcomed world-renowned business icons to address an intimate gathering of delegates, interspersed with unparalleled networking opportunities.

Mohammad Al Duaij

CEO, Alea Global Group, Kuwait

Leonardo Wengrover

Founder Partner, W Advisors, Brazil

Mario Cavalieri

Managing Partner, Tundra Partners, Brazil

Sandro Salsano

Chairman & President, Salsano Group, Panama

Bernardo Asuaje Rosenblatt

Managing Director, Founder, Grupo Attia, Colombia

Matthew Wilkens

Senior Managing Director, Kallas Asset, Brazil

German Aldana

Executive Director, Privatet Kapital Family Office, Colombia

Alvaro F. Pena Ospina

Executive VP, APG Capital Investments, Colombia

Andres S. Beker

Co-founder & Director, Black Orchid Solar, Colombia

Andres Alfaro J

President, Bells Media, Colombia

Henry Boys Loeb

Legal Officer, Torres Samit Family Office, Chile

Juan Diego Martinez

SerranoMartinez, Colombia

Marcelo Geyer Ehlers

Co-Founder & Managing Partner, INEO, Brazil

Leah Zveglich

Founding Partner, The Aster Club, USA

Raul Del Solar Berckemeyer

One Family Office, Peru

Dorian Mejia

Distribeaute Colombia, Colombia

Daniel Ibri

Co-Founder & Managing Partner, Midset Ventures, Brazil

Juan Carlos Murgas

COO, Oleoflores Group, Colombia

Juan Felipe Marín Valencia

Marval, Colombia

Santiago De Castro

Sapristi, Colombia

Hugh Anthony Harley

Senior Partner, Iridium WM, Brazil

Alberto Pagan-Matos

CFA, Managing Director, Glovista Investments, USA

Stefan M. Rohmer

CEO, Maius GmbH, Switzerland & Brazil

Jean-Frederic Gagne

Chapman Eastway, Hong Kong

Ernesto Zerda

General Manager, The Family Office Teki, Colombia

Antonia Montoya Jaramillo

Director, The Montoya's Family Office, Colombia

Andrés Dominguez

Member of the Board, Fideval, Switzerland

Tarcisio Generoso

Alea Global Group, Kuwait

Julien Gervaz

CEO, Palico, France

Previous Agenda

16:00 Registration

Registration, networking and one-on-one meetings, with Refreshments & Delicacies.

17:00 Welcome

Chairman welcome and opening remarks.

17:10 Aster Impact: Making A Better World With Social Enterprises

Presentation by Leah Zveglich, Founding Partner, The Aster Club, USA.

An Inclusive economy and a circular economy, doing good while doing well.

17:50 Real Estate Investment

– How family offices can make responsible real estate investments.
– Booms and busts in real estate – what’s coming next?
– Giving investors the best advice on secure real estate investment.
– How to attract strong investors to new real estate projects.
– What are the new emerging real estate markets?

Bernardo Asuaje Rosenblatt, Managing Director, Founder, Grupo Attia, Colombia.
Juan Felipe Marín Valencia, Marval, Colombia.
Sandro Salsano, Chairman & President, Salsano Group, Panama.
Moderator: Matthew Wilkens, Senior Managing Director, Kallas Asset, Brazil.

18:30 The Incentives And Opportunities To Invest In Colombia From A Legal Perspective

Juan Diego Martinez, SerranoMartinez, Colombia.

18:45 Roundtable Discussions

With peer learning and interaction in mind, these 60- minute breakout sessions are designed to promote the sharing of experiences and brainstorming of ideas in facilitated and balanced discussions.

Table One

“Enhance global mobility and security via an alternative citizenship”

Table Two

“Investing in middle-market private equity in Latin America: a compelling opportunity”

Table Three

“The worldwide explosion of cannabis”

19:45: Special Networking Dinner Hosted By The Aster Village

A chance to network in an informal setting and discuss the day’s events over dinner.

8:30 Registration

Registration, Breakfast and Networking.

10:00 Welcome

Chairman welcome remarks.

10:10 Effective Wealth Preservation And How To Achieve It

– How to assess and minimise risks with a smart investment strategy.
– What restrictions are you working against? The obstacles you face and how to circumnavigate them.
– Diversification is key: how to use it to your advantage.
– Managing international cash movement for wealth preservation.
– Balancing assets and liquidity for flexibility and security.

Alberto Pagan-Matos, CFA, Managing Director, Glovista Investments, USA.
Marcelo Geyer Ehlers, Co-Founder & Managing Partner, INEO, Brazil.
Stefan M. Rohmer, CEO, Maius GmbH, Switzerland & Brazil.
Moderator: Leonardo Wengrover, Founder Partner, W Advisors, Brazil.

10:40 Private Equity And Venture Capital

– How to attract venture capital investment from family offices.
– How experienced investors assess risk when choosing where to invest.
– Key points of presenting an attractive investment opportunity in both venture capital and private equity.

Daniel Ibri, Co-Founder & Managing Partner, Midset Ventures, Brazil.
Santiago De Castro, Sapristi, Colombia.
Raul Del Solar Berckemeyer, One Family Office, Peru.
Moderator: Jean-Frederic Gagne, Chapman Eastway, Hong Kong.

11:40 Multi-generational Families In Multi-generational Families – Family Members Are The Main Business

Leonardo Wengrover, Founder Partner, W Advisors, Brazil.

11:50 Networking Break

Morning networking coffee break.

11:20 Investing In New Frontier Markets

– How to find the best intelligence about new frontier markets.
– Where are the latest emerging markets in the world?
– How to approach investment in these new frontier markets for the first time.

Dorian Mejia, Distribeaute Colombia, Colombia.
Mohammad Al Duaij, CEO, Alea Global Group, Kuwait.
Andres S. Beker, Co-founder & Director, Black Orchid Solar, Colombia.
Ernesto Zerda, General Manager, The Family Office Teki, Colombia.
Moderator: Matthew Wilkens, Senior Managing Director, Kallas Asset, Brazil.

13:00 The Next Big Thing

Our pick of the best investment opportunities for the next 6 months.

13:15 Networking Lunch

A chance to meet and discuss the morning’s sessions over lunch.

14:30 Succession Planning

– When it’s time to think about succession planning.
– What is the perfect age to retire and hand over responsibility.
– How to make a smooth transition between generations.

Henry Boys Loeb, Legal Officer, Torres Samit Family Office, Chile.
Hugh Anthony Harley, Senior Partner, Iridium WM, Brazil.
Antonia Montoya Jaramillo, Director, The Montoya’s Family Office, Colombia.
Moderator: Jean-Frederic Gagne, Chapman Eastway, Hong Kong.

15:10 Investing In Commodities

– Safe or risky? A look at the real security of commodity investments.
– Choosing the right commodities to ensure profit and stability for the future.
– The commodities market is changing, what are the emerging goods?
– Commodities that never lose their value.

Juan Carlos Murgas, COO, Oleoflores Group, Colombia.
Alvaro F. Pena Ospina, Executive VP, APG Capital Investments, Colombia.
Moderator: Juan Diego Martinez, SerranoMartinez, Colombia.

15:40 Talent Development In Family Businesses

Leah Zveglich, Founding Partner, The Aster Club, USA.

Businesses thrive or fail depending on who is behind them. People are the critical success factor of business. However, finding the right people or developing them is much more challenging than upgrading a technology.

Family businesses face another layer of challenges that the people decisions are often not as logical or transparent as professionally managed or publicly traded companies. Ownership and management are often blended creating confusion and mismatched expectations on family members and executives.

17:00 Closing Remarks

Chairman closing remarks for Day 2.

What our attendees say

Previous Partners

Get in touch with us

Email us at info@latamfosummit.com.

Please Note: Registration is subject to Advisory Board approval.

Terms and Conditions Apply.

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