The agenda has been revealed for the International Investment Latin America Forum 2022, which takes place in Miami on Thursday 8 September 2022.
Sponsored by Investors Trust, Aiva, Canaccord Genuity Wealth Management, Hansard and UAP Group, this inaugural event will take place at the prestigious The East Hotel, pictured above and below left, on the coast of Miami's Brickell financial district.
The event will bring together providers, brokers and financial advisers from across the whole the Latin American region for a day of discussion, presentations and debate.
There will be plenty of networking throughout the day including a networking lunch, which will be followed onstage, by a case study will be acted out by actors playing the clients and adviser.
With this innovative format, II Lat Am Forum's break out groups, will come up with ideas and solutions to help our couple overcome the dilemma faced
by many clients that are returning home following a period working abroad.
The day will conclude a panel discussion on long-term future of international life products amid global regulatory change and consolidation. And a session on how important product choice is to future advice, topped off with post event cocktails and live music at The East's famous outdoor coastal view bar.
II Publisher Gary Robinson, said: "It is testament to II's standing in the industry to see so many key partners get behind this event and to have already seen a flurry of interest from brokers and advisers signing up already from across there region.
There is something different from each of our sponsors and it is particularly pertinent for our lead sponsor Investors Trust - who are celebrating their 20th anniversary - to be heading an international event with companies from all over the world taking part, almost literally in their own back yard in Brickell, Miami.
Places at the II Latin America Forum 2022 on Thursday 8 September 2022 are strictly limited and come on a first come, first served basis so register now to qualify for accreditation to this must-see event.
Agenda
09:00 - 09:10
Registration and Coffee
09:10 - 09:15
Welcome Remarks
International Investment Publisher Gary Robinson opens the event
09:15 - 09:50
Main Sponsor Session - Investors Trust
II Lat Am Forum 2022's lead sponsor Investors Trust is celebrating its 20th anniversary this year. Gustavo Otero, Head of Distribution, Latin America, speaks on Investors Trust's proposition for 2022 and beyond and the last 20 years has helped shape this vision.
Presentation (including video) followed by audience Q&A introduced by International Investment Editor Mark Battersby
09:40am - 10.05am
Sponsor Presentation 2 - Hansard
Micheal Wrigley, Head of Sales - Latin America, Hansard, outlines the company's proposition on the Lat Am region and reveals the results of a new study commissioned by the company.
10:05am - 10:30am
Sponsor presentation 3 - Canaccord Genuity Wealth Management
Daragh O'Sullivan, Business Development Director Canaccord Genuity Wealth Management will update on the company's offering in the region. Justin Oliver, Chief Investment Officer - Funds, Canaccord Genuity Wealth Management will outline how investors in the region should "ignore the noise" and invest for the long term.
10:30am - 10.45am
Morning Networking Break
10:45am- 11.10am
Sponsor presentation 4 - UAP Group
Rob Shipman, Group CEO of UAP Group and Concept Group and best-known as one of the forerunners in the QROPS marketplace discusses how his company's US product and proposition can work for US expats living in Lat Am and for wider Lat Am advice market generally.
11:10- 11:35
Sponsor presentation 5 - Details TBC
Details TBC
11:35am - 12.25pm
Industry Panel Session 1 - The rise of fintech and how this impacts on advice
In this series of panel sessions we bring together some of the industry's key players from the advice and brokerage world to answer questions alongside selected spokespeople from our sponsors.
Fintech topics range from the importance of tools like Teams and Zoom to modern day advisers, the future look of advice and product delivery as technology advances as well as the threats (and opportunities) that the rise of crypto and blockchain brings.
12:25pm - 12:30pm
Event survey and Preview of Afternoon
12:30pm - 13:30pm
Networking Lunch
13:30pm - 14:30pm
Case Study and Break Out Groups
Following our networking lunch, onstage, a case study will be acted out by actors playing the clients and adviser.
In this innovative format, II Lat Am Forum's break out groups, will come up with ideas and solutions to help our couple overcome the dilemma faced by many clients that are returning home following a period working abroad.
14:30pm - 14.55pm
Sponsor presentation 6 - AIVA
14:55pm - 15.10pm
Afternoon Networking Break
15:10 - 15.55pm
Industry Panel Session 2 - Future Advice debate
In this series of Q&As there will be an important discussion on long-term future of international life products amid global regulatory change and consolidation. And a session on how important product choice is to future advice?
As with panel session 1 we bring together some of the industry's key players from the advice and brokerage world to answer questions alongside selected spokespeople from our sponsors.
15:55pm - 16.00pm
Event closing remarks
16:00pm- 18:00pm onwards
Post Event Networking Drinks/Cocktails including live music
