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About the Event
Funds Society is pleased to invite you to the first edition of the Funds Society Leaders Summit, which will take place on April 21st at Hotel AKA Brickell, Miami.
The Funds Society Leaders Summit is aimed at leaders in the asset and wealth management industry, an event created by the industry, for the industry.
On Tuesday, April 21st, we will host a full-day event focused on the topics that matter most to professionals in the sector. The agenda, designed in collaboration with CFA Society Miami, will feature top-tier speakers and experts from key areas such as asset management, private banking, family offices, pension funds, and insurance companies, who will discuss the major challenges and trends shaping the industry today. The program combines dynamic panel discussions with dedicated networking opportunities, and will conclude with a keynote session followed by a cocktail reception at Casa Zeru, providing the perfect setting to exchange impressions and continue networking.
The conference will be held at Hotel AKA Brickell, a sophisticated urban retreat located in Brickell's business district, overlooking Biscayne Bay.
If you have not yet registered, we encourage you to do so as soon as possible, as places are limited.
Agenda
Tuesday, April 21st
9:00 am
9:30 am
9:45 am
11:05 am
11:30 am
12:35 pm
2:00 pm
3:00 pm
3:30 pm
4:00 pm
5:15 pm
Registration
Welcome Ceremony by CFA Society Miami
Panel Sessions
Coffee break
Panel Sessions
Lunch courtesy of
Panel Sessions
Coffee break
Panel Sessions
Keynote Speaker
Cocktail at Casa Zeru
*The agenda is tentative and can be subject to change
Sponsors
Executive Platinum Sponsors
Platinum Sponsors
Lunch courtesy of
In partnership with
Speakers
Snowden Lane
Paula Alvis,
Branch Manager &
VP of Operations
Capital Group
Luis F. Arocha,
Business Development Manager
Janus Henderson
CFA Society Miami
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Kimberly Argüello, CFA, CIMA®, ABFP®, Senior Investment Portfolio Analyst and Investment Management Consultant
Bolton Global
John Cataldo,
Chief Legal and Chief
Administrative Officer
Mora Capital Group
Banco Sabadell Miami
Alberto Arrambide,
SVP Portfolio Manager & Head of Discretionary Investments Unit
Muzinich
John Colantuoni, CFA
US High-Yield Portfolio Manager
Bci Securities, Inc.
Dennis Deane,
Client Portfolio Manager
Fernando de Frutos,
Chief Investment Officer
Denise Desaulniers,
SVP, Head of Investments Solutions
WE Family Offices
Matt Farrell, CAIA,
Deputy Chief Investment Officer
Insigneo
Investment Placement Group
Alejandro Guardiola,
Investment Solutions
Product Manager
Rocio Harb
Director/Branch Manager
UBS
Insigneo Financial Group
The Lopez Private Wealth Group of Excelsis Global Private Wealth
Raul Henriquez,
CEO & Chairman
Catherine Lapadula,
Managing Director, Market Executive International Division, WM US
Marlen Lopez,
Senior Wealth Advisor &
Managing Partner
Bigsur Partners
State Street
Investment Management
Insigneo
Ignacio Pakciarz,
Founding Partner & Co-CEO
Karlan Patel, CFA
Vice President,
ETF Investment Strategist
Ahmed Riesgo,
Chief Investment Officer
Thornburg Investment
Management
Jonathan Schuman,
Head of International
Raymond James
WE Family Offices
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Eric Termini,
Managing Director &
Complex Manager
Santiago Ulloa,
Founder,
Managing Partner & CIO
UBS
Jesus Valencia,
Market Director, Florida International Market
BTG Pactual
Cristina Vergara, CFA,
Executive Director, Offshore Funds
APP DEL EVENTO
App of the Event
For registered attendees of the Funds Society Leaders Summit event, we offer a mobile and tablet application with very useful information about the event.
STEPS
STEP 1:
The Funds Society Leaders Summit event is available on the Eventool app. You can download the application through the links to the following app stores.
Once you have downloaded the app, you will be able to access the event page by entering the code FSLMIAMI in the search bar.
STEP 3:
Access to the event app is only available to registered attendees. Once you are registered for the event, you will receive an email with your login details.
Other Funds Society Summits
Funds Society GEN-WEALTH AWARDS: application is now open
The Gen-Wealth Awards are a Funds Society awards initiative, presented as part of the Funds Society Leaders Summit with CFA Society Miami, taking place in Miami on April 21. The awards recognize outstanding financial advisors and advisory teams at different career stages, honoring achievement in scale and growth—from rising talent to lifetime achievement.
A core goal of the Gen-Wealth Awards is to spotlight how different generations strengthen the leadership pipeline and support long-term continuity in the advisory industry. In addition to the individual awards by generation, the program includes a team category that highlights firms where multiple generations are actively working together in the advisory business.
Selections will be made jointly by CFA Society Miami and Funds Society.
Event Address