Latin Private Wealth Management Summit Spring 2019

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While we hope you can join us for this event, Marcus Evans delivers over 1000 annual events globally, so if we miss you this time we would love to keep you informed by email of other related events in your specific area of interest. Is that ok?

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  • Get a new challenge

    • Opportunities as a Media Partner

    Engage with your target audience in a professional business environment. For more information, contact us at mediapartners
    @marcusevans.com

     


    Delegates

     

    Join us as a Senior investment executive at the Latin Private Wealth Management Summit and be part of a unique and perfectly executed platform that facilitates change in your profession:

    Stay up-to-date with novel ideas and trends to impact your future organizational results

    Experience live face-to-face meetings with leading solution and Service Providers

    Network and connect with senior professionals to expand your knowledge base


    testimonials from past delegates:

    A very valuable two days. Extremely well organized Conference with interesting Presentations and Speakers. Marcus evans provide exceptional service before and during the experience. The Venue was beautiful and the food delicious and healthy.
    Managing Director, Convergent Wealth Advisors

    Very well organized and productive conference. Excellent Venue.
    President, Artemis Wealth Advisors LLC

    I found the content excellent, with great thought leadership - also met exceptional people.
    Managing Director, Mack International

    Beat my anticipations. Effective structure and selection of manages. Well done.
    Investment Advisor and Family Member, Chauncey F. Lufkin III Foundation Family Office

    Excellent selection of relevant and timely topics and professionals .
    Chief Investment Officer, Keel Point Advisors

    Very well run event. The quality of speakers and the attendees is at a very impressive level. There is a nice balance between content and socializing.
    Managing Director - Western U.S. Region, GenSpring Family Offices

    Very stimulating Conference with quality content. I enjoyed networking with peers from across the US.
    VP, Finance, Jovian Holdings LLC


    what makes the 25th Private Wealth Management Summit different

    • Personalized summit and meeting schedule to suit individual requirements and provide an efficient use of time
    • Keynote presentations, case studies and interactive sessions by world-class industry experts and pioneers
    • A relaxed but professional business environment, in which to explore new ideas, strategies and technical developments with industry colleagues, experts and peers
    • Access to the secured summit website, providing information on other delegates and each service provider prior to the event
    • Individual pre-arranged one-on-one business meetings with senior representatives from key industry service providers
    • An invitation which covers two nights' accommodation, all Summit materials, meals and leisure activities during the Summit


    Delegate Videos

     

    Bespoke meetings – powerful alliances

    As a Delegate, you will gain access to leading solution providers enabling you to achieve your strategic and tactical goals. Meet solution providers face-to-face and build profitable business relationships in pre-scheduled one-to-one meetings. These meetings provide a forum for dialogue and information-sharing on organisational concerns and offer valuable solutions.