8:30 to 11 am ET

Location
Greenberg Traurig LLP
333 SE 2nd Avenue
Miami

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(AP)

(AP)

Investment Landscape for Business Families and Family Offices in the Americas

In Miami, Council of the Americas will host top business families for an off-the-record conversation on the region's investment landscape.

8:30 to 11 am ET

Location
Greenberg Traurig LLP
333 SE 2nd Avenue
Miami

Share

Overview

Council of the Americas will host a private, off-the-record meeting covering the investment landscape for family businesses and family offices in the Americas. The meeting sessions will explore wealth preservation, alternative investments, and the opportunities available to diversify family businesses through the most recent investment options, as well as share best practices.

Speakers:

  • Francisco Rosemberg, Head of Wealth Partnerships Solutions & Family Offices for Latin America, Blackrock
  • Gonzalo Binello, Head of Wealth Partnerships Solutions & Family Offices for Latin America, Schroders
  • Felipe Botran, Managing Director, Losa Group
  • Susan Lindeque, Founder & CEO, Avestix Group 
  • Moderator: Joel Muñiz, Managing Director and Senior Partner, BCG

Registration: members can RSVP to Andres Riebman at rsvpmiami@as-coa.org

Program Information: Lorrane Campos at lcampos@as-coa.org

Sponsorship Opportunities: Cyndi Balladares at cballadares@as-coa.org 

Agenda

8:30-9:00 am—Registration & Breakfast

9:00-9:10 am—Welcome Remarks 

  • Maria Lourdes Teran, VP and Head of Miami Office, Council of the Americas
  • Camilla Gallagher, Executive Director, Family Business Network Miami Hub
  • Moderator: Joel Muñiz, Managing Director and Senior Partner, BCG

9:10-9:45 am—Session I - Family Offices Portfolio Insight: An Asset Manager Perspective

  • Francisco Rosemberg, Head of Wealth Partnerships Solutions & Family Offices for Latin America, Blackrock

9:45-10:50 am—Session II - Key Trends in Alternative Investments 

  • Gonzalo Binello, Head of Latin America & U.S. Offshore, Schroders
  • Felipe Botran, Managing Director, Losa Group
  • Yosbel Ibarra, Co-Managing Shareholder, Greenberg Traurig 
  • Susan Lindeque, Founder & CEO, Avestix Group 

10:50-11:00 am—Closing Remarks

Speakers

Gonzalo Binello
Gonzalo Binello
Head of Latin America & U.S. Offshore, Schroders

Gonzalo Binello joined Schroders in 2003 to develop the Latin American business for the company and became Head of Latin America in 2019. Prior to his current role he held several leadership positions within the organization as: Head of US Offshore Business and Head of...

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Susan Lindeque
Susan Lindeque
Founder and CEO, Avestix Group

Susan Lindeque, Founder and CEO of Avestix Group, is a leading female figure in the West Palm Beach community. 

With over $1 billion in real estate transactions and $500 million+ in capital raised for various projects, she has established herself as a proven entrepreneur and...

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Joel Muñiz
Joel Muñiz
Managing Director and Senior Partner, Boston Consulting Group

Joel Muñiz joined The Boston Consulting Group in 2002 where he leads the Consumer Practice and the Marketing, Sales & Pricing practice for Latin America Relevant BCG experience. Some of his case work in Latin America includes: 

  • Covid focused support for consumer and retail...
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Francisco Rosemberg
Francisco Rosemberg
Head of Wealth Partnerships & Solutions for Latin America, BlackRock

Francisco Rosemberg, director, is the head of Wealth Partnerships & Solutions for Latin America at BlackRock. In this role, he oversees the Manager Research, Partnerships/Digital Strategy, Discretionary/Platforms, Product Strategy & Practice Management pillars across the Wealth...

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Felipe Botrán
Felipe Botrán
Managing Director & CEO, Losa Group

Felipe Botrán is the Managing Director of Losa Group, the Family Office of the Bosch Gutierrez family, shareholders of CMI a multinational company with over 100 years of history in the poultry and renewable energy industries. Since January 2012, Felipe has led Losa Group, driving...

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