Miami Offshore Summit
29
Jun
-
29
Jun
2023
When
Miami

USA
Where

The Miami Offshore Summit on June 29th is a meeting of offshore financial advisors managing clients and dealing with the unique challenges around achieving returns, generational planning, retaining good governance and more.

Similar Events

You May Like

Event

Portfolio Summits

0/5
(0)

Portfolio Summits has a global track record of building programs and providing educational networking opportunities for allocators and asset managers across Financial Advisory, Institutional Investment, Private Markets, and more.

29 - 29 Jun 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Managing Partner
Head of International Wealth Management
Partner, Managing Director
Market Director of Investments
Managing Director
Chief Investments Officer
Managing Director
Managing Director - Head of Insigneo Advisory Services
Senior Vice President.
Head of International Private Bank - Latin America
Chief Investment Officer
Managing Director

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Nuveen, a TIAA company

Nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure.

CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

Yrefy, LLC

Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans. Our proprietary credit and risk tolerance model allows us to lend to the underserved, lower credit tranches.

CNL Financial Group

CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets.

Calamos Investments

Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.

Redbrick LMD

Redbrick LMD is a community-minded developer, owner and asset manager of high-impact real estate who creates environmentally sustainable buildings and dynamic urban neighborhoods that reflect the way people want to live, work and play in the coming d

Hatteras Investment Partners

We at Hatteras Investment Partners feel strongly that the value added is not Hatteras. We believe the true value added is the trusted Financial Advisor; be it an RIA, a Family Office or a Consulting Firm.

Hines

Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage nearly $96B in high-performing assets across residential, logistics, retail, offic

Fundstrat Global Advisors

Fundstrat Global Advisors is an independent research and advisory firm specializing in financial market analysis and strategy. They provide insights, forecasts, and investment recommendations to institutional investors, hedge funds, and asset manager

Organizer

Get emails from us

Thank you
Oops! Something went wrong