Agenda

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Registration and Coffee
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Welcome Remarks

International Investment Publisher Gary Robinson opens the event

Speaker
Publisher
International Investment
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Trends in the Region

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.

Speaker
Head of Distribution, Latin America
Investors Trust
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Latin America Adviser ‘Pulse’ Survey

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.

Speaker
Head of Sales - Latin America
Hansard
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Canaccord Genuity Wealth Management

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.

Speakers
Business Development Director
Canaccord Genuity Wealth Management
Chief Investment Officer, CG Funds
Canaccord Genuity Wealth Management
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Morning Networking Break
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UAP Group

Rob Shipman, Group CEO of UAP Group and Concept Group and best-known as one of the forerunners in the QROPS marketplace discusses how his company’s US product and proposition can work for US expats living in Lat Am and for wider Alt Am advice market generally

Speaker
Group CEO
UAP Group and Concept Group
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TBC
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The rise of fintech and how this impacts on advice

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.

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Event survey and Preview of Afternoon
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Networking Lunch
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Case Study and Break Out Groups

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.

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AIVA

Augustin Queirolo will be speaking about Aiva’s positioning at the heart of the Latin American advice and brokerage world from products to broker services.

Speaker
Commercial Director
AIVA
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Afternoon Networking Break
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Future Advice debate

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.

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Event closing remarks
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Post Event Networking Drinks/Cocktails including live music

*Please note: programme is subject to change