13-14 March 2023
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
Following the success and growth of the first two editions, we will be bringing our third Latam Family Office Summit to Mexico City in 2023.
The programme will be a mix of region-specific discussions, an overview of the most relevant sectors and opportunities of the moment, and timeless topics relevant to family offices in Latam and around the world.
Our events also feature carefully curated and informal networking opportunities in which family offices and service providers can meet and begin collaborative discussions for the future.
Our Story
The Alduaij family office has a long and glorious history in Kuwait as one of the most prominent and respected business forces. The Alduaij family business, Alea Global, has won several awards including The European Award, and the CEO Award two years running. Head of the family office, Mohammad Alduaij, has won the Man of the Year award for his work connecting other equally exciting and well-respected family offices around the world.
Through their networks, they 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. Mohammad Alduaij, has been a conference speaker for the past 10 years, appearing at events all over the world. It was during his time touring the conference circuit that Mohammad first thought of bringing together his conference experience, and his special insight into the world’s most prestigious family offices.
The result is a conference that unites family offices with each other, as well as giving businesses and entrepreneurs unprecedented access to this unique and powerful network.
Previous Highlighted Speakers
Entrepreneur, Mexico
Chairman & President, Salsano Group, Panama
Managing Director, Founder, Grupo Attia, Colombia
Serial Entrepreneur, Investor, Co-Founder, Avocado Coin, Mexico
Chair Of The Board, Grupo MINSA, Mexico
Entrepreneur, investor, Advisor
Partner, MG Capital, Mexico
Director of Operations, Beyland Investments, Colombia
Founder & CEO, Privatto MFO, Brazil
Heathside Ventures, USA
Founder & Managing Director, Everstone, Global & Former CEO, Malaga Club de Futbol, Global
Wisdom Family Office, Mexico
Vice President, Grupo Traxion, Mexico
Vice President, APG Capital, Colombia
Partner, Serrano Martinez, Colombia
Alea Global Group
Founder Partner, VERSA International Business, Brazil
CEO/Chief Investment Officer, Grupo Auria, Mexico
Founder Partner, W Advisors, Brazil
Director of GIM Family Office, Mexico
Founder, Aster COOP, USA
Chief Experience Officer & Board Member, Devlyn Group, Mexico
Founding Partner,
ff Venture Capital, USA
Founder, reNature, Brazil & Netherlands
CIO, Taika Capital, USA
Partner and Managing Director of Acquisitions, GAIA, USA
President & CEO, Grupo Mega, Mexico
Managing Director Latam, Pact Capital, Mexico & Switzerland
CIO, Iris Family Office, USA
Founder & CEO, Wahoo eCommerce, Mexico
CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student
Co-Founder & Managing Partner, Dalus Capital, Mexico
Previous Agenda
15:30 Registration
Registration, Networking and one-on-one meetings.
17:00 Welcome
Chairman welcome and opening remarks.
17:10 How Alba Medina brought together sustainable farming and cryptocurrency in the revolutionary avocadocoin
Interview with Alba Medina, Serial Entrepreneur, Investor, Co-Founder, Avocado Coin, Mexico
17:25 Short-term action for long-term success
- The key areas to be investing in right now before it’s too late
- Emerging opportunities: the medium term sectors and regions to watch
- Regular recalibration: how to check and readjust your course to stay on top
- Cutting your losses: when exiting is the best strategy
Moderator: Mohamed Badr, Alea Global Group, Global
Panelists:
John Frankel, Founding Partner, ff Venture Capital, USA
Gilbert Devlyn, Chief Experience Officer & Board Member, Devlyn Group, Mexico
Eduardo Garcia, Wisdom Family Office, Mexico
18:20 Impact investment for LATAM
- An introduction to impact investment
- Some great examples of successful impact investment from around the world
- How you can match your specialisms and interests with successful impact
investment - Where to start with impact investment in LATAM
Moderator: Mohamed Badr, Alea Global Group, Global
Eduardo Tellechea Cairoli, Founder & CEO, Privatto MFO, Brazil
Camilo Londoño Rodriguez, Director of Operations, Beyland Investments, Colombia
Agustín Ortiz Monasterio, Founder & CEO, Wahoo eCommerce, Mexico
- How soccer is working with its communities at the grass roots level around the world
- Driving diversity: soccer as a unifying force in divided times
- Opportunities for women and girls at all levels of the game
- Soccer and education: how the two are linked through projects to improve life opportunities for young people
Speakers:
Leah Zveglich, Founder, Aster COOP, USA
Richard J Shaheen, Founder & Managing Director, Everstone, Global & Former CEO, Malaga Club de Futbol, Global
19:00 Open Discussion: Considering commodities: what you need to know about the most in-demand assets
- How the current geopolitical situation and currency fluctuations are affecting supply, demand and cost of commodities such as gold and oil.
- Which commodities will begin to gain value in the future, and which we may not be aware of right now?
- What are the temporary fixes and the permanent changes we can expect to see in certain commodity sectors? How will we know which is which?
19:20 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.
Roundtable One: Digital Assets (Crypto) for Family Offices & UHNWI. An institutional and responsible approach.
Roundtable Two: Real estate investment in 2022: the best locations and sectors for profit and growth.
Roundtable Three: Structuring a family office: universal rules and bespoke considerations.
20:20 Special Networking Dinner Hosted by Aster COOP
A chance to network in an informal setting and discuss the day’s events over dinner.
8:00 Registration
Registration, Breakfast and Networking and one-on-one meetings.
09:00 Welcome
Chairman welcome and opening remarks.
09:30 When artificial intelligence meets business intelligence: the entrepreneurial talents of Bio Gonzalo Hevia Bailleres
Interview with Gonzalo Hevia Baillères, Entrepreneur, Mexico
09:50 Interview: Latam an economic overview
Interview with Sandro Salsano Chairman & President, Salsano Group, Panama
10:20 Fireside Chat: Wealth and Mental Health
- Learn about the dangers associated with wealthy lifestyle.
- How to avoid the traps of boredom and excess, from addictions to depression and anxiety.
- Simple daily steps for prevention of problems.
- Treatment for existing problems including serious addiction and mental health issue.
Speakers:
Leah Zveglich, Founder, Aster COOP, USA
Álvaro F. Peña O, Vice President, APG Capital, Colombia
Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student
10:50 Networking Break
Morning networking coffee break.
11:30 Climate-focused investments
- How a new awareness of climate change has affected LATAM’s economy
- What sort of investments you can make that are good for your portfolio and the planet
- A look at new smart and eco-friendly technologies
- How to achieve diversification within the limits of eco-friendly investment
- The eco-friendly trends of yesterday that turned into today’s great investments
Moderator: Mohamed Badr, Alea Global Group, Global
Panelists:
Patrick Atanasije Pineda, Managing Director Latam, Pact Capital, Mexico & Switzerland
Leah Zveglich, Founder, Aster COOP, USA
12:00 The current state of cryptocurrency
Interview with Matt Oguz, CIO, Iris Family Office, USA.
12:30 The next big thing
Latin America’s Venture Ecosystem: Shaping Our Future Through Technology
12:40 Open Discussion: Where do we fit? LATAM’s connection to the US and the world
- How does LATAM’s identity compare and contrast with our neighbours in the US?
- Who are our closest equivalents around the world in terms of economy, culture and politics?
- Which international relationships with LATAM are most important to our economic growth?
13:10 Networking Lunch
A chance to meet and discuss the morning’s sessions over lunch.
14:20 The future of Latam Agriculture will be Regenerative
Presentation by Felipe Villela, Founder, reNature, Brazil & Netherlands.
14:30 Real estate dos and don’ts in a rapidly changing market
- 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?
Moderator: Mohamed Badr, Alea Global Group
Panelist:
Bernardo Asuaje, Rosenblatt Managing Director, Founder, Grupo Attia, Colombia
David Kusy Partner and Managing Director of Acquisitions, GAIA, USA
15:00 Wealth preservation for uncertain times
- What have the past two years taught us about wealth preservation in globally turbulent times?
- Which methods of wealth preservation and long term investments will best stand the test of time?
- If you do just one thing to preserve your family office wealth, do this
Moderator:
Mohamed Badr, Alea Global Group, Global
Panelists:
Michael Coleman, CIO, Taika Capital, USA
Leonardo Wengrover, Founder Partner, W Advisors, Brazil
15:30 Workshop: Succession planning for family offices
- How might changing work and office culture affect new family office generations?
- What could running a family office look like in two generations’ time?
- Steadying family offices through times of handover and change
Hosted by Leah Zveglich, Founder, Aster COOP, USA.
16:00 Networking Break
Afternoon networking coffee break.
16:30 The only private equity and venture capital guidance you need in 2022
- 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
Moderator: Mohamed Badr, Alea Global Group
Panelist:
Samira Salman, Heathside Ventures, USA
Daniel Valdez, Partner, MG Capital, Mexico
Diego Serebrisky, Co-Founder & Managing Partner, Dalus Capital, Mexico
16:50 Interview: Altagracia Gomez Sierra: an entrepreneur with success in her DNA
An interview with Altagracia Gomez Sierra, Chair Of The Board, Grupo MINSA, Mexico.
17:20 Closing Remarks
Closing Remarks For the summit.
17:30 Cocktail Reception
A Cocktail reception with the chance to network in an informal setting and discuss the summit.1
What our attendees say
Summit Partner
Previous Sponsors
Get in touch with us
Email us at info@aleaglobalgroup.com.
Please Note: Registration is subject to Advisory Board approval.
Terms and Conditions Apply.
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