5th Annual Global Private Wealth Forum – Miami

Global Private Wealth - Miami 2019 is the most sophisticated gathering for UHNWI and Family Offices
seeking opportunities to create value and discuss the most recent trends in wealth preservation, governance and risk-management.
The event will boast a network of knowledgeable professionals meeting to source ideas and make productive connections.
 

November 21st, 2019 | JW Marriott Miami

 

 

BUILDING PARTNERSHIPS - CULTIVATING VALUE

PAST SPEAKERS

John Rutledge

John Rutledge
Chief Investment Strategist
Safanad
(US)

Dr. John Rutledge is Chief Investment Strategist, directing investments in global fixed income, public equity, private

equity and real estate. Dr. Rutledge was one of the principal architects of the Reagan Economic Plan in 1980-81 and

an adviser to the Bush White House on tax policy and Iraq. He has advised government leaders in China, North Korea,

Saudi Arabia and Kuwait on economic, financial and investment issues. Currently, he is Senior Research Professor at

Claremont Graduate University, focusing on monetary and financial economics and the causes of financial crises. He is

Honorary Professor at the Chinese Academy of Sciences and Chief Advisor for Finance to the Governor of the Haidian

district of Beijing. He was granted Beijing’s Great Wall Friendship Award in recognition of his role as a trusted advisor

to China’s top officials. He is the author of three books and currently is Economics Contributor to CNBC. Dr. Rutledge

holds a B.A. from Lake Forest College and a PhD in economics from the University of Virginia.

Elliot Dornbusch

Elliot Dornbusch
Founding Partner & CEO
CV Advisors
(US)

Elliot Dornbusch is an economist and Chief Executive Officer of CV Advisors, a Multi-Family Office with 5.5 Billion

Dollars under management. In addition to co-founding the Firm and serving as one of the Family CIO’s, Mr. Dornbusch

sits on the Investment Committee, where he is responsible for formulating the Firm’s macro-economic view. He is also

responsible for developing CV’s proprietary analytic software system

Marc Rahola Matutes

Marc Rahola Matutes
CEO & Founder
OD Group
(Spain)

Marc Rahola is CEO and Founder of OD Group, a holding company that includes businesses in hospitality, real estate, private equity, construction, architecture and engineering, and agriculture. His constant desire for new challenges and meaningful evolution of the businesses he has founded, has led him to build this wide-ranging and longstanding portfolio. Current projects see the group managing hotels in Ibiza, Mallorca, Barcelona, Côte d’Azur and developing hotels in Madrid and Miami, as well as developing luxury real estate in Ibiza and Andorra.

Marc has recently moved to London from Ibiza, as he believes the UK and the capital city gives the business an opportunity to learn and improve commercially through the quality talent, networking and experiences it provides. As OD Group continues to evolve into a global concept, London represents a strategic hub for the business in reaching the rest of the world.

Marc was born in Barcelona into a family of entrepreneurs: his father Victor Rahola, a prestigious architect; and his mother Mayte Matutes, a well-respected interior designer. He decided to take a different route studying Business Administration and Management to masters level before joining the wider family business in hospitality, Palladium Hotel Group, in 1998. Today this company manages more than 47 hotels in Spain, Italy, Mexico, Jamaica, Brazil and Dominican Republic, and owns the trademarks; Fiesta, Palladium, Ushuaia, Only You, Ayre Hotels, and Bless Collection (recently launched). Marc is still a member of the board.

During his 10 years working for Palladium Hotel Group, he was lucky enough to be part of a huge expansion, which saw the business invest more than $500 million to grow to over 3,000 keys. Marc’s role involved creating and shaping teams in Mexico, Jamaica, Brazil, Italy and developing processes including acquisition, planning, licensing, and construction. It was a high-pressure time in which he matured quickly and learnt a vast amount of skills.

In 2009, Marc founded OD Group based on the initials of his first hotel, Ocean Drive in Ibiza, which was born out of a belief that there was another hospitality opportunity for Ibiza. Marc Rahola, said: “At that time, there weren’t boutique or lifestyle hotels and those that were smaller and unique focused on hedonistic niches that excluded many people. I was fascinated with boutique concepts like Costes and Pershing Hall in Paris or the Boundary in London and was convinced that this style could somehow be adapted in Ibiza. People said they didn’t think it would work there because of the short season and no potential to charge the kinds of prices these other cities could command, however I really believed it could work.”

From that first hotel, Marc and his team has built a collection that sees each hotel as an experiential hub that connects the guests to their surroundings and enriches their stay in the destination.

Marc is always looking at the sector and the wider world and from that has created a group of businesses, and people within them, that focus on being able to adapt and evolve in new disrupting scenarios.

Marc believes: “Nowadays the behaviours of clients are changing quicker than ever before and those companies which succeed are those that are flexible to adapt to this, such as Airbnb, Uber, and WeWork. I think the most decisive component in this flexibility is the team and their ability to understand changing behaviours, question the current approach, and openness to adapt and evolve.”

Marc loves a challenge and has even been known to say that mistakes make him feel alive. He really approaches all his businesses with the ethos that there’s only one life and once it’s done there is no going back. He believes in facing challenges head on and learning from mistakes, rather than living in fear and then regret.

The OD Group portfolio includes:

• OD Hotels

• Ryans Hotels&Apts. (Hotel)

• The White Angel (Real Estate)

• Roca Borras (Construction)

• Ocean Almond (Agricultural business)

• EIH (Hotel Supplies)

• OD Project Monitoring (Architecture and Engineering)

• Ocean Group Capital (Private Equity).

Family is hugely important to Marc, and he attributes a lot of his success to the support of his wife, parents and aunts. Outside of work, Marc loves to travel, especially getting lost in a European city with his wife and children - walking through its streets, museums, and restaurants for hours. Marc believes having interests outside of work is essential for a balanced and productive life. Marc also takes time to decompress by cooking and playing the guitar, something he started at university where he had his own rock band.

For more information, visit www.odhotel.com or www.odgroup.es

Miguel Sosa

Miguel Sosa
Founding Partner
Premia Global Advisors

Miguel Sosa is the founding partner of Premia Global Advisors, LLC, a private wealth management advisory firm based in South Florida, serving multi-jurisdictional and multi-generational clients. Previously, Mr. Sosa worked at Merrill Lynch for more than 30 years, most recently in its Private Banking and Investment Group, where he obtained his Global Institutional Consulting (GIC) Designation and served as a qualified Portfolio Manager. He was a member of the firm’s Advisory Council to Management from 2002 to 2005. Prior to joining Merrill Lynch, Mr. Sosa was a member of the U.S. Air Force. During his time of service, he received two Air Force Commendation medals. He earned his B.A. from the University of Maryland, College Park. He holds the Certified Investment Management Analyst® (CIMA®) designation.

Santiago Ulloa

Santiago Ulloa
Founder & Managing Partner
We Family Offices
(US)

As founder and a managing partner at WE, Santiago Ulloa is responsible for the firm’s overall international business strategy. In 2000, he founded the firm’s predecessor, TBK Investments, to counsel and advise international high-net-worth families. He has since worked with client families to enhance the overall function of their wealth enterprises. Mr. Ulloa served as President of GenSpring Family Offices International after TBK joined with GenSpring temporarily, before it became independent as WE Family Offices in 2013. Mr. Ulloa was twice ranked by Barron’s as one of the Top 20 Independent Financial Advisors in the U.S., and named by Poder Magazine as one of the 25 Most Influential

Hispanics in the U.S. He has an advanced degree in International Economics from Universidad Complutense (Madrid) and has completed the Advanced Executive MBA Program at IESE (Barcelona).

Rafael Alcantara-Lansberg

Rafael Alcantara-Lansberg
Founder & Managing Partner
Harbor Ithaka Wealth Management
(US)

Rafael Alcantara-Lansberg started working in the financial markets in mid-1997 on an EM bond arbitrage trading desk. He heads the firm’s global macro research efforts and sets the risk guidelines for the portfolio management team. His areas of interest include portfolio theory, asset allocation and the psychology of financial markets. For Rafael, Harbor Ithaka is about doing Wealth Management as it should be done: Excellent risk-adjusted returns should be consistent with an ethical practice; in fact they might depend upon it: “no excuses, no good enoughs.”

Harris S. Fried

Harris S. Fried
CEO
The Fried Family Office, LLC
(US)

Harris S. Fried is an international lawyer and investment banker, serving as CEO of The Fried Family Office LLC (Palm Beach, FL) since 2002. He focuses on Direct Investing into the Defense Sector with a special emphasis on the Missile Defense Industry. Harris is the Chairman of Citadel Missile Systems, which invests in companies that manufacture parts and components for Missile Defense Systems. He is also Managing Director of the CMS-Research Institute based in London. Harris recently co-authored the White Paper, “The Base Case for Disrupting the Missile Defense Industry”. Harris was educated at the Porter Military Academy, University of Florida, the Law School at Emory University, the School of International Affairs at Columbia University, and Harvard University. He has lived and worked in New York City, London, and Singapore.

Roberto de la Guardia

Roberto de la Guardia
Partner
Everest Capital Partners
(Panama)

Mr. de la Guardia joined the financial industry in 1980 at Merrill Lynch International Private Client Wealth Services, where he worked in New York and was trained in London on investment management principles. He transferred to Merrill Lynch Panama in 1981 where he served Ultra High Net Worth Individuals and Financial Institutions until November 2013 when Merrill Lynch International was sold. Ranked consistently among the most successful advisors in Merrill Lynch International Wealth Management. Later became a member of the Barron’s Roundtable for International Advisors. In 2013 he co-founded Everest Capital Partners, a boutique investment advisory firm serving ultra-high net worth families and individual clients on a global basis.

Elaine King

Elaine King
Founder & CEO
Family and Money Matters Institute
(US)

Elaine King is a Certified Financial Planner™ considered an expert in international family financial planning and an

ambassador for the CFP Board of Standards. She is the president of Family and Money Matters ™, which empowers

families’ financial and human capital to achieve financial well-being together. Ms. King has worked and studied in

Austria, Canada, Japan, Mexico, Peru and the U.S., working with over 1,200 families to create strategies focused on

wealth planning, financial education, multigenerational succession and family governance. Leadership experience

includes partner, director and manager at Bessemer Trust $100 billion AUM, Royal Bank of Scotland’s Coutts Division,

WE Family Offices and Salomon Smith Barney Investment Advisory Services. She has an MBA from Thunderbird and

a BBA in International Business from St. Mary’s University with a postgraduate at the Bowen Center for the Study

of the Family in Georgetown. She is the author of 2 award-winning books and is often cited in global media outlets.

Carlos Soto Raynal

Carlos Soto Raynal
Director of Wealth Management Solutions
EFG Capital
(US)

Carlos Soto Raynal is the Director of Wealth Management Solutions in the Miami office of EFG Capital, part of the Swiss-based EFG International Group. He is responsible for international wealth planning structures for high-net-worth clients, primarily from the Americas region. Previously, Mr. Soto Raynal worked in Mexico and U.S.-based firms, such as Amicorp, KPMG, and BBVA Bancomer, S.A. He was also a tax law and corporate law professor at Instituto Tecnológico y de Estudios Superiores de Monterrey. Mr. Soto Raynal holds a J.D. from Loyola University Chicago, School of Law; and, a law degree (LLB) in Mexico from Instituto Tecnológico y de Estudios Superiores de Monterrey. He is admitted to practice law in Texas, and currently serves on the Board of Directors of the Society of Trust and Estate Practitioners and the Florida International Bankers Association (FIBA).

Juan Pablo Martinez-Blat

Juan Pablo Martinez-Blat
Managing Director & Founder
SAAGA Family Wealth
(US)

Juan Pablo Martinez-Blat is a family enterprise advisor and speaker. He is the managing director and founder of SAAGA (previously known as OnNe Consulting), a firm dedicated to design, operate and advise Single Family Offices by using investment, behavioral science and corporate finance techniques as tools to provoke a critical inquire on how to navigate the complexity of managing wealth, business and family.

As a trusted advisor to high-net-worth individuals, Mr. Blat helps clients in the US, Europe and Latin America manage their wealth throughout multiple asset classes. He and his firm also assist Family Offices and Family Businesses to develop competitiveness and create value by using a radically unique methodology that merges corporate finance principles with organizational design techniques.

He works with selected clients as a family governance coach and he is regularly invited to speak and moderate at Family Office conferences. Mr. Blat frequently conducts workshops on Family Business Strategy and Managerial Effectiveness, Governance and Decision Making for Board of Directors and Investment Committees.

Mr. Blat has served on the board of for profit and philanthropic organizations that support the education of underprivileged kids. He is a Civil Engineer and holds a MBA degree from IESA in a joint program with the University of North Carolina at Chapel Hill.

Marc Silverman

Marc Silverman
President
Strategic Initatives
(United States)

Dr. Marc A. Silverman has consulted for a multitude of family businesses: from startups to multi-nationals, from first through fifth generations, and from 3 to over 100 family shareholders. He specializes in working with complex family systems of over 25 family shareholders and particularly in integrating the needs of different generations into clear succession and governance structures. A frequent seminar leader, he has conducted over 100 workshops and seminars in over 14 countries. His published articles include such topics as Succession Planning, Family Governance and Offices, Emotional Intelligence, and Conflict Resolution. Dr. Silverman works primarily as a Family Business Consultant and Coach to national and multi-national family businesses, and is a Senior Fellow at the Institute for Family Business at FIU. He received his undergraduate degree from Cornell University, his master’s degree in Family Systems, and his Ph.D. in Organization Development, specializing in Family Business from American Commonwealth University.

Ricardo Araújo

Ricardo Araújo
Managing Partner
Astron Wealth Management
(United States)

Ricardo Araujo serves as Managing Partner at Astron Wealth Management. He has broad experience in the Brazilian wealth management industry, as a sell-side equity analyst and an equity and fixed income portfolio manager. He was previously at Itaú Unibanco as a Partner in their Private Bank, and as a Partner- Head of Investments for Latin American corporate bonds at Itaú Asset Management. He also gained experience at institutions like Brasil Telecom and BTG Pactual. Ricardo completed the Advanced Management Program at the University of Chicago’s Booth School of Business, the Executive Program at Thunderbird School of Global Management, and earned a Bachelor of Science in engineering from Universidade Federal do Rio de Janeiro.

Jose Remy

Jose Remy
Director
Guggenheim Partners Latin America
(US)

Jose Remy is a Director at Guggenheim Partners Latin America, acquired from Guggenheim Partners, a global investment and advisory firm. He is in charge of Relationship Management with ultra high-net-worth clients. At Guggenheim, he has also headed manager selection and due diligence efforts for International Wealth Management, and is part of the Investment Committee. Jose has over 22 years of experience in investment banking, private equity, and asset management. Before joining Guggenheim, he was in charge of Acquisitons and Business Development at TMSG. Prior to that, he worked as an Associate in investment banking at J.P. Morgan and as an Analyst at Oppenheimer. He holds a Bachelor of Science in Economics from the Wharton School and a Bachelor of Applied Science from the Engineering School, both at The University of Pennsylvania. He also holds an MBA with honors from the Kellogg School at Northwestern University.

Alejandro Behrens

Alejandro Behrens
Managing Director & Associate Partner
MAXIMAI Investment Partners
(US)

Alejandro focuses his expertise on fulfilling the needs of the firm’s ultra-high-net-worth clients. As Managing Director of MAXIMAI, Alejandro leads business development. He works closely with clients and their families to tailor strategies and meet their financial goals. He helps them understand and navigate their financial choices, putting together efficient and objective plans. He also takes part in constructing investment strategies designed to preserve wealth.

As a millennial, Alejandro deepens relationships with the next generation of clients and helps family members understand and implement wealth transfer strategies. He brings a fresh perspective on investment solutions to the new generations of investors.

With six years of experience at Merrill Lynch, Alejandro’s last role was team Financial Advisor. Alejandro received a B.A. from Villanova University where he pursued a double major in Economics and Political Science. He also earned an M.B.A. from Georgetown University in 2015. Born and raised in Caracas, Venezuela, Alejandro currently resides in Miami with his wife Alexia. Outside the office, Alejandro enjoys adventure travel, movies, tennis and skiing.

George Pérez

George Pérez
Founding Principal
GenTrust
(US)

George is a founder of GenTrust and is responsible for the management of several of GenTrust’s largest client relationships. George’s magnetic personality and intolerance for pretense have endeared him to ultra-high net worth individuals and families who have entrusted him with their wealth for almost two decades. Given the multi-national needs of many GenTrust clients, he often is called upon to direct clients’ legal and tax advisors in regards to estate planning, charitable giving, wealth transfer and tax planning issues.

Prior to co-founding GenTrust, George was a First Vice President in the International Wealth Management Group at Merrill Lynch. Within Merrill, he served as an integral force in expanding the firm’s reach within South Florida as well as internationally. George also spent seven years on the Institutional Fixed Income desk at Merrill Lynch where he developed expertise in cash management strategies and short-term fixed income solutions.

George graduated from Rutgers University with a Bachelor Degree in Economics and Latin American Studies, and also holds the distinction of being a Certified Investment Management.

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