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

FEATURED SPEAKERS

Santiago Ulloa

Santiago Ulloa
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
Co-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.”

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 8.2 Billion Dollars under management. In addition to co-founding the Firm and serving as the firm’s CIO, he leads the Investment Committee, where he is responsible for formulating the Firm’s macro-economic view.

Mikkel Herman

Mikkel Herman
CEO
Octogone NA
(USA)

Mikkel worked as a currency dealer and proprietary trader from 1993-2001 for Credit Suisse and CS First Boston in New York. He has been with Octogone since 2001, first as an advisor on currency hedging strategies and later managing internally seeded funds. He opened the Miami office in 2016 and brings 25 years of experience successfully managing risk and delivering consistent returns for private clients. Licensed Series 65.

Mikkel is a Graduate of Yale University (BA) and Boston University (MA).

Diego Grove

Diego Grove
Head of Research
Megeve Investments
(US)

Eli Butnaru

Eli Butnaru
CEO
Mora Wealth Management
(USA)

Eli Butnaru is responsible of the US Mora Wealth Management and oversees all aspects regarding daily operations while working closely with clients to design customized investment solutions.

With a deep knowledge in management and global financial perspective after two decades of senior management experience in the international banking industry, Eli Butnaru is credited for his leadership of major financial institutions in Latin America and Asia, including managing operations for Citibank and UBS.

Prior to joining Mora Wealth Management, he led the Palm Beach and Miami practices of UBS, AG. His career accolades include achieving record growth and successfully spearheading key strategic initiatives, including acquisitions of banks and other financial institutions.

Eli Butnaru is a Chartered Financial Analyst (CFA) and graduated Summa Cum Laude in 1983 from the University of Louisiana.

Jose Abbo

Jose Abbo
Chaiman
Sovereign Wealth Fund Panama
(Panama)

Jose Abbo worked for the renowned multinational Cable & Wireless from 2004 to 2008. He served as International Vice President of Financial Projects to prepare benchmark studies, financial performance, competitive intelligence and economic analysis and research of the various economies where the company operates. In November 2008, he was appointed Vice President of Analysis and Strategies of Stock Markets for the renowned private bank, Credit Suisse at the Panama headquarters. In 2012 he was appointed member of the Board of Directors of the Savings Fund of Panama (Sovereign State Fund), for a period of seven years, which he presides to date.

Leonardo Wengrover

Leonardo Wengrover
CEO
W Advisors
(Brazil)

Leonardo Wengrover is the CEO of W Advisors, a Multi-Family Office he founded in 2005 which serves 30 families in Rio Grande do Sul and Santa

Catarina. Prior to that, Leonardo was responsible for establishing and developing Wealth Management Offices for three different banks in Southern Brazil.

Blas Miñarro

Blas Miñarro
Managing Director
JP Morgan Private Bank
(US)

Nadav Goshen Grunberg

Nadav Goshen Grunberg
Managing Partner
Vizcaya Capital
(USA)

Nadav Goshen. Founding Partner of Vizcaya Capital LLC. While obtaining a Master in Business Administration with a concentration in Finance, Nadav worked as a client advisor at several Israeli banks before joining UBS’s UHNW segment in Miami where he continued to focus within the field of international banking. With his goal-driven approach towards offering superior customer value to his ultra high net worth clients, Nadav offers value added know-how within the scope of domestic and international banking, strategizing intricate and tailor made structures. Along with overseeing operations in LATAM, Europe, and the Middle East, Nadav extends investment possibilities to his investors by developing “real economy” opportunities to invest in.

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.

Pep Navarro

Pep Navarro
Partner
OD Group
(Spain)

Pep Navarro is Business Development Manager at OD Group, a holding of companies oriented towards leisure and entertainment industries, understanding hospitality and property management as strategic areas for development. Previously, he was CEO at Roca Borrás, a real estate development and construction company. He has also been Director at Caixa Terrassa. He has launched the Ocean Group Capital I Sicar investment fund which invests in hotel assets and recently he is in process to launch the Ocean Group Capital II SIF. He has a degree in Marketing and Business Management and a master in Real Estate Management.

Júlio César Lage

Júlio César Lage
CEO
Belvedere Capital Advisors
(Brazil)

Júlio César F. Lage, CEO and Founding Partner, has over 20 years of experience in wealth management, corporate finance and investment banking, as Director of Morgan Stanley in Miami, First Vice President of Merrill Lynch in New York, and Director of Bank of Boston in Brazil. Education: MBA from New York University and a BA in Economics from the Catholic University of Minas Gerais (PUC-MG) in Brazil. Fluent in English and Portuguese.

Carlos Soto Raynal

Carlos Soto Raynal
Director Wealth Management Solutions
EFG Bank
(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).

Giuseppe Cicatelli

Giuseppe Cicatelli
CEO
Bacalia Group
(Panama )

Elaine King

Elaine King
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.

Pedro Yagüez

Pedro Yagüez
CEO
Columbus Investment Partners
(UK)

Pedro Yagüez es socio fundador y presidente de Columbus Investment Partners, un fondo europeo especializado de capital de pequeña y mediana capitalización. Anteriormente se desempeñó en Governance for Owners como socio principal y fue jefe de Pan-European Equities en AIM Investment Managers en Dublín y Citi Group Asset Management. Pedro tiene una licenciatura en Economía de la Universidad Complutense de Madrid; Máster en Administración de Empresas por IE Business School, Madrid; y un Máster en Finanzas de la London Business School.

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SPONSORS


Institutional and Media Partners