20-21 April 2027
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.
About the summit
Our seventh Latam Family Office Investment Summit is presented in partnership with Alba Medina, and will be an opportunity for family offices, and those who want to do business with them, to gather in an informal and informative environment.
We will discuss the most relevant and timely topics affecting global business today, as well as going in-depth on the region. Adding her input to this year’s program is Alba Medina, who brings her experience as an investor, serial entrepreneur and as a member of over 20 national & international Boards.
Built into our programme will be our usual multiple informal networking opportunities, where delegates can meet each other and begin meaningful real-world collaborations that produce big results.
The event will gather over 100 single family offices from Latam with our usual highly rewarding 70:30 split of family offices to service providers.
Our Story
The Alduaij family office has a long and illustrious history in Kuwait as one of the most prominent and respected business forces in the region, as well as one of the most socially responsible.
Through their networks, Alea Global have formed strong personal and professional relationships with other family offices across the globe, all sharing much common ground and a willingness to work together.
From this network, experience and expertise, a series of successful Family Office Investment Summits has arisen, attended by ruling and elite families from every region with an historic and enduring influence on the global economy.
Our Sixth Latam Family Office Investment Summit is the latest of these, building on the success of other such summits around the world.
As a family office ourselves – as well as your conference host – we understand the needs, concerns and wishes of family businesses better than anyone else. We share many of your experiences and objectives, and we understand what makes an event like this beneficial to family offices as well as service providers.
Highlighted Speakers
Al Duaij
CEO, Alea Global Group, Kuwait
Serial Entrepreneur & Investor, Mexico
Founder, Genomma Lab, Mexico
Global Investor & Entrepreneur, Mexico & USA
Co-Founder, Inheritance Advisory Group, USA
Columnist & Media Commentator. Regular Guest On CNN & Other International News Outlets, Mexico
Co-Founder, Inheritance Advisory Group, Mexico
Co-Founder and Executive Chairman of Digital Locke, USA
Founder, Volcano Capital, Guatemala
CEO, Rassini, Mexico
Managing Partner & Co-Founder, Newtopia, Aregntina
Founder, Vercel, Argentina
President, Henco, Mexico
President, CEAPI, Spain
Alea Global Group, Kuwait
Previous esteemed speakers
Every edition of the Latam Family Office Investment Summit attracts prestigious speakers from the Latam region and beyond.
Agenda
08:00 Registration
Registration and Networking.
09:00 Welcome
Welcome and opening remarks.
09:05 The New World Disorder: Latin America in a Multipolar Era
- US–China rivalry in the region: ports, minerals, infrastructure and technology as the new contested ground
- Gulf and Asian capital arriving in force: how cross-regional co-investment is changing Latam deal flow
- Correspondent banking de-risking, sanctions and payment restrictions: keeping cross-border capital moving
- Political risk after a crowded electoral cycle: reading the new landscape in Brazil, Colombia, Chile and Peru
09:40 Presentation: Economic Overview
10:00 Private Equity in LATAM: Seizing Sectoral Shifts and Exit Opportunities in 2027
- Where are the best opportunities—tech, agribusiness, or infrastructure?
- The impact of nearshoring and FDI on private company valuations
- Structuring deals in illiquid markets with exit strategy clarity
- Lessons from recent PE exits and roll-up strategies in the region
10:40 The Digital Wealth Revolution: AI, Blockchain & Family Offices
- How generative AI is changing investment decision-making and family office operations
- Stablecoins and tokenisation: real-world adoption for cross-border payments, remittances and private markets
- Bitcoin on the balance sheet: lessons from the region’s sovereign and corporate experiments
- Cybersecurity, data privacy and the digital exposure of principals and their families
11:30 Morning Networking Break
12:00 Presentation
12:20 Succession & Governance in Family Dynasties: Balancing Legacy, Leadership, and Long-Term Resilience
- Managing generational transitions in a culture of concentrated control
- Structuring family offices to balance tradition and modernization
- Mitigating political and economic risks in long-term wealth preservation
- Case studies: Families that successfully navigated succession challenges
13:00 The next big thing
Our pick of the best investment opportunities for the next 6 months.
13:20 Networking Lunch
A chance to meet and discuss the morning’s sessions over lunch.
14:40 The New Family Office Playbook: Direct Deals, Co-Investments and Private Credit
- Evaluating private equity, private credit, venture capital and infrastructure in a changing global environment
- Club deals between families: building trust, aligning interests and sharing due diligence
- Infrastructure and the energy transition: power, water and transport as the region’s long-term opportunity
- Building resilient portfolios amid shifting interest rates and geopolitical uncertainty
15:30 Interview
15:45 Afternoon Networking Break
16:15 Sustainable Investing in LATAM: Turning Climate Challenges into Long-Term Opportunities
- ESG in emerging markets – what’s achievable vs. aspirational?
- Direct investments in renewable energy, reforestation, and sustainable agriculture
- The role of family offices in bridging the climate finance gap
- Measuring impact while maintaining competitive returns
16:40 Culture, Identity and Investment: Latin America’s Creative Economy
- Art, design and heritage brands: building cultural value alongside financial returns
- Luxury, hospitality and gastronomy: how Latin American identity is becoming a global export
- Sport as an asset class after the World Cup: clubs, leagues and media rights
- Museums, patronage and the family’s role in shaping national culture
17:10 North America on a Rolling Review: What USMCA Uncertainty Means for Latam Capital
- The US declined to renew USMCA in its current form last July: how are family offices pricing a decade of annual reviews into long-term commitments?
- Nearshoring after the review: which sectors, states and industrial corridors still make the strongest case?
- Rules of origin, steel, aluminium and autos: what the bilateral talks mean for family-owned industrial groups
- Positioning ahead of the first annual review in July 2027
17:30 Closing Remarks
Closing Remarks for Day One
08:00 Registration
Registration and Networking.
09:30 Welcome
Welcome and opening remarks for Day Two.
09:40 Wealth Management & Preservation: Guarding the Legacy in a Volatile Region
- Currency volatility and dollar exposure: hard assets, diversification and the fight to preserve purchasing power
- Offshore structures, residency planning and global tax transparency: what still works
- Personal and family security as part of the wealth preservation agenda
- Wealth with purpose: putting capital behind social and environmental impact
10:30 Presentation: “Family Office Overview”
10:50 Venture Capital in LATAM: Backing the Next Generation of Unicorns
- Fintech, edtech, and climate tech: The next wave of LATAM startups
- How family offices can compete with global VCs in early-stage deals
- Navigating regulatory hurdles and liquidity constraints in emerging VC
- Success stories: Family-backed startups that scaled regionally and globally
11:40 Morning Networking Break
12:10 Liquid Assets: Flexibility and Growth in 2027
- Cash under pressure: staying liquid without leaving returns on the table
- Local versus dollar fixed income: what falling or rising rates mean for the liquid portfolio
- ETFs, REITs and FIBRAs, and gold as the agile playbook
- Short-term opportunities in the region’s fastest-moving markets
12:40: Ensuring Latam thrives when nature provides
- How can we continue to maximize return on investment for our natural resources as technology and policies change?
- New environmental commitments and how they will affect new practises
- Latam’s allies and competitors in the natural resources sectors
13:10 Networking Lunch
A chance to meet and discuss the morning’s sessions over lunch.
14:20 Excelling in equality: women’s roles in Latam
- How Latam is empowering women in society and business
- Some of the gender equality issues we still need to address and how to do it through investment
- The powerful female business leaders from Latam changing the world
14:55 Real Estate in a Higher-Rate World
- Industrial and logistics: is the nearshoring warehouse boom built to last?
- The World Cup legacy: what 2026 has left behind for hospitality and residential in Mexico City, Guadalajara and Monterrey
- Branded residences and coastal resorts: the Riviera Maya, Los Cabos and beyond
- Real estate debt and private credit: family capital filling the bank lending gap
15:20 Closing Remarks
Closing Remarks For the summit.
What our attendees say
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Sponsors
We are extremely grateful for the support of our sponsors, who help to make all this possible.
Get in touch with us
Email us at info@aleaglobalgroup.com.
Please Note: Registration is subject to Advisory Board approval and payment of attendance fee.
Terms and Conditions Apply.