Miami: a key hub for Offshore Private Wealth and Private Banking

 

WHY In this panel we explore how investors and wealth managers are capitalizing on Miami, one of the fastest growing recipients for offshore capital and a key hub for wealthy Latin Americans.

WHO This webinar is designed for global institutional and private investors, family offices, wealth managers, RIAs and service providers.

WHEN June 25th, 2020.

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Lucas Hernandez

Lucas Hernandez
Managing Partner
LH Strategic Partners

Lucas Hernández made a name in the industry as a recruitment leader and strategic consultant in an independent manager and in two executive search firms, before launching his boutique consultant in 2014. Born in Argentina, Lucas moved to Switzerland in 2010. He has served his professional experience in the financial sector to build a solid network of professionals in the world of investment in Europe and Latin America, identifying continuous changes in the industry and a growing interest in emerging markets. Lucas is a graduate in economic and business sciences from the University of Buenos Aires and an MBA from the University of Maastricht.

Flavio Hojda

Flavio Hojda
Managing Director and Head of Private Banking
Safra National Bank of NY

Flavio Hojda was born in Sao Paulo, Brazil. He lived in Sao Paulo until 1996 when he moved to Luxembourg with his family, and later to Miami in 2001.

He graduated with a degree in Mechanical Engineering and completed his Master in Business Administration with focus in Human Resources in 1992.

Today he works as Managing Director for Safra National Bank of New York in Miami since 2006, overseeing the Private Banking operation in Florida and Latin America.

Previously he had work for HSBC Bank USA, where he was hired in 2001 to open the Private Banking Branch for the newly formed HSBCRepublic Bank in Aventura.

Flavio speaks 5 languages, Portuguese (mother), English, French, Spanish and Hebrew

Dany Roizman

Dany Roizman
Founding Partner
Brainvest Wealth Management

Dany has 25 years of experience in the financial market. Worked at BBM Bank in São Paulo and JPMorgan in São Paulo, New York, and Geneva. In 2003 he decided to create BRAINVEST to have one focus: his clients. Mr. Roizman is fluent in Portuguese, English, and French. He majored in Economics at PUC-SP and holds a post-graduate Finance degree from the University of California.

Jose Salazar

Jose Salazar
Managing Director
Insigneo

Jose Salazar is the Head of Sales – US at Insigneo. He brings over 20 years of experience in the financial services industry. Prior to joining Insigneo, Jose was Head of Morgan Stanley’s Private Wealth Management - Miami Regional Office, servicing the financial needs of HNW and UHNW families and institutions in Latin America for over four years. He was also Branch Manager of Morgan Stanley’s Coral Gables office.

Prior to Morgan Stanley, he spent seven years with Citi and held several managerial roles in Wealth Management most notably as the Head of the Financial Center for CitiGold International in Miami. Jose began his career in 1998 as an International Financial Advisor for PaineWebber in Coral Gables, now part of UBS. Jose spent his childhood in Puerto Rico, Argentina and Brazil and is fluent in Spanish and Portuguese. He enjoys spending time outdoors with his family doing water sports, playing tennis and biking.

He graduated from The University of Connecticut's School of Business and holds FINRA Series 7, 9, 10, 24, 63 and 65 licenses.

Michael Blank

Michael Blank
President
Holdun Family Office
(USA)

Michael Blank is the president of Holdun Family Office, a multi-family office with offices in Montreal, the Bahamas and the Cayman Islands, has opened his first office in the United States. He was previously the is the Managing Director of Andbank, Miami, since 1, 2014. Andbank is the largest family owned private bank in Andorra. He was the founder of Swiss Asset Advisors, a multi family office located in Zug and Miami. He has been an International private banker for the past 23 years, during which time he established Bank Julius Baer in Palm Beach and Credit Suisse Private Advisors in Miami, Florida.

In addition, Michael has over 14 years of experience in practicing international law, specializing in pre-immigration planning for high net worth individuals. He remains active in advising private clients, corporations and institutions with wealth preservation planning.

Rodrigo Tobo

Rodrigo Tobo
Regional Director Americas
FlexFunds
(EEUU)

Rodrigo serves as Regional Director for the Americas at FlexFunds. In this role, he focuses on helping asset managers in the region create custom investment vehicles. He brings to FlexFunds years of experience in finance, operations management and B2B business development in the Latin American market. Rodrigo has a BBA in Finance from the University of Miami.


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