DAY ONE - THURSDAY, OCTOBER 1 ST , 2015 PLOTTING A STRATEGIC VISION FOR YOUR BUSINESS 7:00 AM
Registration Open – Bayfront Room Foyer
7:00 AM - 8:15 AM
Continental Breakfast - Exhibit Area and Foyer
8:15 AM - 8:30 AM
FIBA 2015 Wealth Management Forum - Bayfront Room Welcome & Opening Remarks
8:30 AM - 9:45 AM
David Schwartz, President & CEO, FIBA Andreas Ehlebracht, Chairman of the FIBA W ealth Management Forum 2015 & Executiv e Director & Senior Client Adv isor, UBS AG, Miami Branch
International Wealth Management in 2020 – the Evolution of the Industry Two leading industry strategists present a v ision of what the industry will look like in 5 years.
W ho will be our clients? W hat products and serv ices will they demand ? How will the industry hav e to adapt to meet those changes? The rise of the Billionaires The increasing use of online serv ices and “robo adv isors”
Moderator C. Steven Crosby, Americas W ealth Leader, PricewaterhouseCoopers LLP PanelistsExhibit Area Michael Spellacy, Global W ealth Management Leader, PricewaterhouseCoopers LLP Jean-Werner de T'Serclaes, Partner and Managing Director, Core member of Financial Serv ices Practice, Boston Consulting Group
9:45 AM - 11:00 AM
What Will the Business Model of the Future Look Like and Who Will the Players Be? Industry leaders discuss the ev olving business model and the factors that provide the impetus for change:
The rise of asset management W here will clients seek adv ice – offshore or onshore? New products driv en by transparency Big wire offices v ersus independent prov iders
Moderator David Schwartz, President & CEO, FIBA PanelistsE John C. Ward, Managing Director Global Client Relationships, Pershing LLC Patricia M. Soldano, Family Office Consultant , GenSpring Family Offices Marlon Young, CEO Americas, HSBC Private Bank USA Gregory Ferrero, Managing Director, Head of Florida Priv ate Wealth Management , Goldman Sachs
11:00 AM - 11:30 AM
Coffee Break - Exhibit Area and Foyer
11:30 AM - 12:45 PM
Cracking the Code on Talent Acquisition & Retention: Keeping pace with the evolution of the Financial Advice Industry. How are new service models, changes in demographics (Women, Gen X, Millenials) and the regulatory environment changing the way firms attract and develop talent? Hear from a panel of experts in the wealth management industry and gather insights on trends and best practices for sourcing and dev eloping talent to serv e clients of the future. Moderator Ileana Musa, Managing Director - Head of Global Client Segment & Strategy, Merrill Lynch Wealth Management Panelists Indhira Arrington, Head of W holesale Diversity Strategic Recruiting and Programs, Wells Fargo Tanya Scavuzzio, Vice President, Staffing Manager/Executiv e Recruiter, US Trust, Bank of America Private Wealth Management Katie Cupertino, Vice President, Global Business Partner – Priv ate Wealth Management, Goldman Sachs Beth Hicks, Senior Client Partner, Korn Ferry Executive Recruitment & Talent Management
12:45 PM - 1:15 PM
Sustaining Wealth Across Generations
David Herritt, Managing Director of Northeast Region, GenSpring Family Offices
1:15 PM - 2:00 PM
Networking Luncheon sponsored by HSBC Private Bank – Americas – Trade Room
2:00 PM - 3:15 PM
The Economics of the Business – How Do We Remain Profitable? Leading financial officers discuss how thinning margins and changes in technology will impact the cost/income ratio and the bottom line.
W ill clients really pay for adv ice in the Information Age? Is our industry becoming a public utility? Is the current compensation model sustainable?
Moderator Marcello Coscarelli, Business Head/Managing Director, CITI Wealth Management Latin America Panelists James Walker, Chief Operating Officer/Director of Business Dev elopment Credit Suisse Private Bank Americas David Lessing, Executiv e Vice President /Partner, Beechwood Bermuda International, Ltd.
3:15 PM - 3:45 PM
Coffee Break - Exhibit Area and Foyer
3:45 PM - 5:00 PM
What Solutions Will Be Provided? Client serv ice leaders prov ide insight into how to build a team with professional partners to provide holistic solutions:
W ealth planning Inv estment Adv isory Serv ices Financial Planning Lending Inv estment Banking Succession Planning Tax Adv ising/Accounting Insurance
Moderator Mary Oliva, Founder, International Wealth Protection Panelists David McWilliams, Head of W ealth Management Transformation, UBS Ryan Pinder, Head of W ealth Management and Chief Legal Officer, Deltec Bank
5:00 PM - 6:15 PM
The Third Rail of our Industry: Challenges and Regulatory Issues
The marriage of regulation and business Do OECD /FATF standards work in Emerging Markets ? Personal responsibilility of the adv isor In light of security concerns what will be the point of contact in serv icing the client?
Moderator Bowman Brown, Chairman, Executiv e Committee and the Financial Serv ices Practice Group, Shutts & Bowen Panelists Sergio Alvarez-Mena III, Director, Priv ate Banking Americas Legal & Adv isory Group, Credit
Suisse Securities (USA) Lourdes Gonzalez, Assistant Chief Counsel, Div ision of Market Regulation, U.S. Securities and
Exchange Commission Andrew Aspen, Managing Director and Associate General Counsel , Bank of America Puneet Arora, Partner International Tax Serv ices - Asset Management, PricewaterhouseCoopers LLP
6:15 PM - 8:15 PM
Cocktail Reception - Exhibit Area and Foyer
DAY TWO FRIDAY, OCTOBER 2ND, 2015 PRACTICAL IDEAS AND SOLUTIONS FOR THE CLIENT ADVISOR 7:00 AM
Registration Open - Bayfront Room Foyer
7:30 AM - 8:30 AM
Continental Breakfast - Exhibit Area and Foyer
8:30 AM - 9:00 AM
Executing on the Plan: How to tactically implement the Strategic Vision Recap of Day 1
PanelistsE C. Steven Crosby, Americas W ealth Leader, PricewaterhouseCoopers LLP Jean-Werner de T'Serclaes, Partner and Managing Director, Core member of Financial Serv ices Practice, Boston Consulting Group
9:00 AM - 10:15 AM
Investment Advisory of the Future – the Private Banker is Dead, Long Live the Private Banker! How does a broker shift to the fiduciary standard? W ill the broker be more of a Priv ate Banker? How does an asset manager differ from a broker or a priv ate banker?
Types of investm ent products Changing client dem ographics Real estate Technology to sell Online com petitors Sustainable investing
Moderator Isabelle Wheeler, President, Wheeler Consulting PanelistsE Juan de Dios Sanchez Roselly, EVP & Director of Products and Inv estments , Santander Private Banking Bruno Bertocci, Head of Global sustainable Inv estment , UBS
10:15 AM - 10:45 AM
Coffee Break - Exhibit Area and Foyer
10:45 AM - 12:30 PM
Interdisciplinary Planning for the Multi-Jurisdictional Family from Latin America – Real Life Case Studies Attorneys Steven L. Cantor and Simon Beck, along with a select group of other professionals, will present real life interactive case studies reflecting the challenges in prov iding proper tax and estate planning for Latin American families whose members are fiscal residents of a v ariety of countries including the United States. Panelists Diego Pivoz, Head of W ealth Planning Latin America, HSBC Arturo Giacosa, Managing Director, Head of W ealth Planning, Banco Itau International Alil Álvarez Alcalá, Partner, Revilla y Álvarez Alcalá, S.C. - Mexico Daniel Araya, Partner, Arias & Munoz – Costa Rica Monica Reyes Rodriguez, Founding Partner, Reyes Abogados Asociados - Colombia
12:30 PM - 1:15 PM
FATCA
Marian Ancheta, Managing Partner, Marian Ancheta Llera, P.A. Kelli Wooten, Director of Client Services, Markit/CTI Tax Solutions
1:15 PM - 2:00 PM
Networking Lunch sponsored by PricewaterhouseCoopers LLP – Trade Room
2:00 PM - 3:15 PM
A Challenging Investment Landscape: Economic Outlook and Asset Class Perspectives In the current macro-economic and capital markets paradigm, which remains v ery dynamic and quite heterogeneous around the world, our clients increasingly look to us for expertise and quality adv ice for their inv estments. Portfolio Managers and Inv estment Strategists, from leading asset management firms, will offer their insights on challenges and opportunities in Fixed Income, Equities and Alternative Inv estments.
Moderator Miguel Rozensztroch, Senior Managing Director—Latin America and Iberia Client Group, AllianceBernstein Panelists Chris Marx, SVP – Senior Portfolio Manager, Equities, AllianceBernstein Jennifer Lippin Rexinis, Director of Inv estment Products, Global Product Group, MFS Investment Management David Wright, Director, Scientific Active Equity (SAE) team, BlackRock
3:15 PM - 4:30 PM
Guiding Your Client’s Real Estate Investments Selecting appropriate real estate investments How to structure and finance real estate inv estments Moderator Richard M. Zelman, Vice President and Co-Managing Director, Sacher, Zelman Panelists Jeff Gross, Head, Real Estate Finance, BAC Florida Bank Alicia Cervera Lamadrid, Managing Partner, Cervera Real Estate
The 2015 FIBA Wealth Managment Forum Adjourns Join Us Next Year in Miami for FIBA’s 2016 Wealth Managment Forum