International Investment Publisher Gary Robinson opens the event
Gustavo will be discussing different trends in the region over the past few years and what that means for the industry. He will be highlighting geopolitical, product and technology trends as well as trends by jurisdiction. It will be an interesting discussion of how these trends effect business in the region and how Investors Trust manages and incorporates such trends. This will tie into the company’s 20th anniversary celebration with some history of Investors Trust and the legacy they continue to build today.
Presenting the findings of an extensive survey conducted with event delegates & advisers across Latin America during August & September, 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 2023.
Daragh O'Sullivan, Business Development Director will update on the company's offering in the region. Justin Oliver, Chief Investment Officer, CG Funds, will outline how investors in the region should "ignore the noise" and invest for the long term.
This session is aimed to give an overview and understanding of how retirement plans are increasingly being used in order to provide private clients with wealth preservation and succession opportunities that were once dominated by trust structures. It will also give case study examples of how individuals have benefited from such structures, along with planning solutions or US connected individuals.
In this series of panel sessions 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.
Fintech topics range from the importance of tools like Teams and Zoom to modern day advisers, the future look of advice and product delivery as technology advances as well as the threats (and opportunities) that the rise of crypto and blockchain brings.
Following our networking lunch, onstage, a case study will be acted out by actors playing the clients and adviser.
In this innovative format, II Lat Am Forum’s break out groups, will come up with ideas and solutions to help our couple overcome the dilemma faced by many clients that are returning home following a period working abroad.
Agustin Queirolo will be speaking about Aiva’s positioning at the heart of the Latin American advice and brokerage world from products to broker services.
In this series of Q&As there will be an important discussion on long-term future of international life products amid global regulatory change and consolidation. And a session on how important product choice is to 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 questions alongside selected spokespeople from our sponsors.
*Please note: programme is subject to change