Miami | USA | October 27th, 2017 | 8:00 am to 12:30 pm
"Family Office and Wealth Management Forum LATAM" will be held in Miami, Florida on October, 27. 2017.
The speakers are distinguished academics and business leaders from LATAM and USA. They will talk about subject related to Family Office, Private Wealth Management and Family Governance; Industry Challenges and Economic Scenarios.
Raphael Amit, PhD
“Family Office Management and Private Wealth Management Trends”
Raphael (“Raffi”) Amit’s award-winning research on family firms, which centers on issues that relate to ownership, management, governance and control of family businesses, and on family offices is widely cited. He has been working with substantial families around the world on such issues as creating governance systems for families and their businesses, succession management, valuation, wealth management, the formation of a family office, and more. Overall, his work with families integrates the behavioral and emotional issues that characterize the life of each family, with the economic and financial issues that must be addressed to sustain family harmony and happiness alongside with the long-term prosperity of the family enterprises. Raphael holds BA and MA degrees in Economics, and received his PhD in Managerial Economics and Decision Sciences from Northwestern University’s Kellogg Graduate School of Management.
Juan Carlos Riera - CAMS CP/AML
“Regulatory Challenges for International Private Wealth Managers in the US”
Founder and President of ICS. Mr. Riera has over 25 years of experience in the international financial industry, particularly in the international wealth management area, including domestic and international broker/dealers, commercial and investment banks and investment advisory firms.
His experience includes various senior positions in Risk, Compliance, Operations and Service Support areas, with some of the largest and most successful broker dealers and private banks in the world. Juan Carlos has served as Regional Compliance Director for Latin America for SFG; SVP & Head of AML for Wachovia Securities and First Clearing LLC in Richmond, Virginia; VP and Compliance Manager for Merrill Lynch in Venezuela, USA and Panama and Deputy Director and Service Manager for Merrill Lynch Bank (Suisse) in Geneva, Switzerland. Mr. Rieraobtained his JD from the Universidad Catolica Andres Bello (UCAB) Law School in Caracas – Venezuela, Management and Securities Laws Programs at the Instituto de Estudios Superiores de Administracion (IESA), University of Richmond and the Thunderbird School of Global Management.
Mr. Riera is a Certified Anti-Money Laundering Specialist (CAMS) and a Certified Professional in Anti Money Laundering (CP/AML) by the Florida International Banking Association (FIBA). He also has several U.S. securities licenses. He is fluent in English and Spanish.
Denise Pauli Pavarina
Denise Pavarina is Executive Director of Banco Bradesco and Managing Director of BRAM, Bradesco Asset Management and former head of BBI, Bradesco´s Investment Bank.
She has been member of several boards in the past, as Cielo, Arcelor Brazil, Alpargatas and Latasa. Currently, she is board member of B3 S.A. (Brazilian Stock Exchange), Vale S.A. and Brain Institute and Vice Chair of TCFD, Task Force on Climate-related Financial Disclosures with FSB. She has economics by FAAP and law degree by UNIP and Specialization in Finance by Insper in Brazil.
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Marcelo Marques-Cohen - Family Business School
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