Costa Rica Retail Mogul to Speak at Summit for the Mega-Rich

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US DollarsNEW YORK, Aug. 27, 2015 /PRNewswire/ — Markets Group will host the 3rd Annual Private Wealth Latin America & The Caribbean Forum, the largest conference of the wealth management space. This event is a two day series of presentations, panels, roundtables and interviews on October 20th and 21st at the JW Marriott in Miami, Florida.

Attendees will meet and hear from three different keynote addresses and interviews, in addition to over 120 wealth managers, asset managers, and private bankers. The two-day forum will provide education on asset allocation, protection, private client management, offshore structuring, tax, trust, and estate planning. More than 500 executives are expected to attend, including experts on the private client landscape from aroundLatin America and the Caribbean, with over 30 countries represented.

2015 Speakers:

Vicente Fox, President of Mexico (2000-2006)
Bob Browne, Executive Vice President & Chief Investment Officer, Northern Trust
Dan Mitchell, Senior Fellow, The Cato Institute
Maria Elena Lagomasino, Chief Executive Officer, WE Family Offices (US)
Alfredo Monge, President, Grupo Monge (Costa Rica)
Patricia Sierra, Executive Director, Fundacion Pies Descalzos (Colombia)
Humberto Garcia de Alba, Chief Investment Strategist Private Banking, BBVA Bancomer (Mexico)
Chris Battifarano, Director of Research, GenSpring Family Offices (US)
Maria Awilda Quintana, Head of Wealth Management, Banco Popular (Puerto Rico)
Cara Williams, Global Head of Wealth Management, Mercer (UK)

Grupo Monge is a leading, family-owned retailer of consumer electronics, household appliances and furniture in Central America, serving mainly low and middle-low income consumers. The company began its retail operations in Costa Rica in 1970 and has since expanded its retail operations to more than 325 stores in five Regional countries including Costa Rica, Nicaragua, Honduras, Guatemala and El Salvador. The company’s activities also include a wholesaling operation in Costa Rica and a consumer finance arm that complements the retailing business by providing customers with financing for in-store purchases.

Latin America hosts one of the highest concentrations of HNWIs in the world. There are at least 50 billionaires in Brazil, and more than 200 individuals who are worth more than USD 500 million. Latin American economic growth will be faster than the world as a whole, expanding to account for 9% of the global economy by 2030. International banks are investing heavily in Brazil and wealth management groups increasing their yearly revenue.

Event Sponsors: ALPS. Avior Executive Search, BVI Finance, Carmignac Gestion, Columbus Frontiers, Foment Economico de Puerto Rico, DoubleLine, Giovanini F Advogados, Henley & Partners, HSBC, International Wealth protection, Lombard International Assurance, The Lucidity Fund, Marcus & Millichap, Miami DDA, Natixis, Paulson & Co. Inc., PinBridge Investment, Pioneer Investments, Private Wealth Systems, ProShares, Schroders, SGG Corporate & Fund Administration Services Timbervest, Vanguard, Vistra, Vivanco & Vivanco.

If your firm is interested in attending or joining the speaker faculty, contact Maria Tatis at 1.646.202.9436 or [email protected].

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