Agenda
International Investment Publisher Gary Robinson opens the event
International Investment Latin America Forum 2023's lead sponsor is once again Investors Trust. Now in its 21st year, the company is a key provider of solutions and service in the Latin America region.
Presentation title - New Developments in Education & Highlights from the Region
Synopsis - Gustavo Otero, Head of Distribution for the Latam region, will be discussing new developments of continued education and skillset training that the company is investing in. He will explain the long term goals as well as the impressive partnerships supporting the educational programs. Otero will also be highlighting the company’s license and office in Puerto Rico as the main jurisdiction for the region and how that has been beneficial to the Latam market.
Presentation title – LatAm Adviser Pulse Survey
Synopsis - Presenting the findings of an extensive survey conducted with event delegates & advisers across Latin America during July & August, Mike will be sharing an insightful analysis of the ‘pulse’ of the region now, & into the future. With a keen focus on New Business generation ideas, target expectations & ambitions, our survey findings will also delve into the shared challenges that advisers across the region face in driving their business forward into 2024, while looking back at how the responses compare to the results of the same, popular survey in 2022.
Presentation and Speaker details to follow
Presentation: Full details to follow.
Presentation title - Beyond the magnificent seven
Synopsis - During the first half of the year, a handful of mega-cap technology stocks were responsible for driving the US stockmarket higher. Their dominance was so pronounced that the advance of the S&P 500 was more concentrated amongst its largest stocks than in any six-month time frame this millennium. During the session we will examine what next for technology stocks and highlight other areas of investment opportunity that investors might wish to consider.
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.
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.
Presentation title - The Bahamas 360
Synopsis - We have all become quite familiar with the concept of “KYC” (Know Your Customer) . However, it is equally important to “KYJ”, that is Know your Jurisdiction! The issue for international financial centres after years of the pandemic and after years of scrutiny by international bodies is one of competitiveness.
Should one conduct due diligence on The Bahamas from a KYJ perspective what emerges is a jurisdiction with a complete product offering, encircled and cultivated by a financial services culture based on experience, innovation, government commitment and its location and lifestyle. It’s a 360-degree offering with interweaving elements that support each other, creating a strong sustainable platform with the ability to provide solutions at any level for the Latin America market.
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 some of the industry's key players from the advice and brokerage world to answer key questions - including some submitted by II readers - alongside selected spokespeople from our sponsors.
*Please note: programme is subject to change