With the support of CFA Society Miami as a partner, Funds Society is organizing the first edition of the Funds Society Leaders Summit in Miami. This is a meeting aimed at leaders in the asset and wealth management industry, created by and for the industry.
The Funds Society Leaders Summit will take place next April 21 at 10:00 am at the AKA Brickell Hotel in Miami, a sophisticated urban retreat located in the Brickell financial district, overlooking Biscayne Bay.
The event, designed in collaboration with CFA Society Miami, will feature top-level speakers and experts in key areas such as asset management, private banking, family offices, pension funds, and insurance companies, who will analyze the main challenges and trends currently shaping the industry.
The program will combine roundtable discussions with dedicated networking spaces and will conclude with a keynote session, followed by a cocktail at Casa Zeru, offering the perfect setting to exchange insights and continue expanding professional networks.
The event will include participation from panelists who are leading figures in the industry, such as Raúl Henríquez, CEO and Chairman of Insigneo Financial Group; Santiago Ulloa, Founder, Managing Partner and CIO of WE Family Offices; Jesús Valencia, Market Director – Florida International Market at UBS; and Rocío Harb, Director & Brand Manager at IPG Investment, among others.
Participating in the Funds Society Leaders Summit
The event is not only endorsed by CFA Society Miami, but also supported by Janus Henderson, M&G, Muzinich & Co, Capital Group, Fidelity, State Street Investment Management, Thornburg, and VanEck.
Places are limited, so if you have not yet registered, we encourage you to do so as soon as possible, as capacity is restricted. If you are interested, please contact this email: elena.santiso@fundssociety.com.
