About the event

We are excited to announce that the “Summit ’22 Cuzco by Insigneo” is just around the corner! This will be a truly unique and memorable event, as it will be the first time we are gathering together in person since the Inaugural Summit in Llao Llao three years ago.

The Summit will be an incredible opportunity to share our cultural values and continuous innovation with one another. We hope that you will take advantage of this opportunity to connect with each other and with our sponsors.

You can browse the agenda of the event and find more information on our website. We encourage you to add the events to your calendar and to subscribe to the event notifications, for what promises to be a truly enlightening and memorable experience!

Event Agenda

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Monday

14 November 14 Nov

Tuesday

15 November 15 Nov

Wednesday

16 November 16 Nov

Thursday

17 November 17 Nov

Clock 07:30   pm

Welcome Reception (Plus 1)

Clock 06:30 - 07:10   am

Yoga / City Walk (Plus 1)

Clock 07:30 - 08:05   am

Breakfast at your Hotel Wing (Plus 1)

Clock 09:05 - 09:12   am

Opening Remarks Summit’ 22

Speaker Raul Henríquez

Chairman & CEO | Raul Henríquez

Clock 09:12 - 10:22   am

The Insigneo Way

Speaker Noemí Benitez

Chief Happiness Officer | Noemí Benitez

Clock 10:22 - 10:40   am

Sponsor Videos

Clock 10:40 - 10:45   am

Break

Clock 10:45 - 11:35   am

Is it Doomsday Yet? Humanity's Chances Today and Tomorrow

Speaker Ahmed Riesgo

Chief Investment Officer | Ahmed Riesgo

Clock 11:35 - 11:50   am

Sponsor Videos

Clock 11:50 - 11:55   am

Break

Clock 11:55 - 12:50   pm

An Alternative to the 60/40 Portfolio - A conversation with

Speaker Peter C. Lacaillade

Managing Director SCS Financial Services LLC | Peter C. Lacaillade

Clock 12:50 - 01:50   pm

Lunch

Clock 01:50 - 01:55   pm

Breakout Sessions Introduction

Speaker Jeff Manchester

Shift 180 | Jeff Manchester

Clock 01:55 - 02:55   pm

1. Four trends to watch in your wealth management practice

Speaker Rodolfo Castilla

Moderator - Head of Sales | Rodolfo Castilla

Speaker Mariano Scandizzo

Panelist - Managing Director | Mariano Scandizzo

Speaker Francisco Nunez

Panelist - Chief Financial Officer | Francisco Nunez

Speaker Albert Philion

Panelist - Executive Director Partner | Albert Philion

Speaker Santiago Tolomei

Panelist | Santiago Tolomei

Clock 02:55 - 03:55   pm

2. Your regulatory radar

Speaker Tres Arnett

General Counsel | Tres Arnett

Speaker Ethan W. Johnson

Panelist - Morgan, Lewis & Bockius LLP | Ethan W. Johnson

Speaker Anna Cohen

Panelist | Anna Cohen

Speaker Ignacio Terrera

Panelist - JTC Fund Services | Ignacio Terrera

Clock 03:55 - 04:55   pm

3. Insigneo SWOT

Speaker Jeff Manchester, Shift 180

Moderator | Jeff Manchester, Shift 180

Clock 04:55 - 05:10   pm

Break

Clock 05:10 - 05:25   pm

Breakout Sessions Conclusion

Speaker Rodolfo Castilla

Moderator - Head of Sales | Rodolfo Castilla

Speaker Tres Arnett

Moderator | Tres Arnett

Speaker Jeff Manchester, Shift 180

Moderator | Jeff Manchester, Shift 180

Clock 05:25 - 05:40   pm

Sponsor Videos

Clock 07:00 - 08:00   pm

Team Building Challenge

Clock 08:00   pm

Dinner at MAP Museum | Museo de Arte Precolombino (Plus 1)

Clock 06:30 - 07:10   am

Yoga / City Walk (Plus 1)

Clock 07:30 - 08:05   am

Breakfast at your Hotel Wing (Plus 1)

Clock 09:05 - 09:55   am

The Vision from the Top

Speaker Raul Henríquez

Chairman & CEO | Raul Henríquez

Clock 09:55 - 10:05   am

Break

Clock 10:05 - 10:10   am

Introducing and Welcoming Jeff Manchester

Clock 10:10 - 11:00   am

The Deeper Truth of Building Trust in Your Practice

Speaker Jeff Manchester

Shift 180 | Jeff Manchester

Clock 11:05 - 11:20   am

Break

Clock 11:20 - 11:25   am

Team Building Introduction and Instructions. Let the games begin!

Clock 11:25 - 01:00   pm

Team Building Experience | Toritos Building Connections

Speaker Noemí Benitez

Chief Happiness Officer | Noemí Benitez

Clock 01:00 - 02:00   pm

Lunch

Clock 02:00 - 02:50   pm

Group Photo

Clock 03:25 - 03:50   pm

The Insigneo Way: Thinking Ahead, Aim Higher and Keep it Simple

Speaker Javier Rivero

Moderator - President & COO | Javier Rivero

Speaker Miguel Reyes

Head of Marketing & Branding | Miguel Reyes

Speaker Mariela Arana

Head of Client Relations | Mariela Arana

Speaker Mirko Joldzic

Head of Investment Solutions | Mirko Joldzic

Speaker Chris Watson

Head of Trading | Chris Watson

Clock 03:50 - 04:25   pm

Leading Edge Not Bleeding Edge

Speaker Tres Arnett

General Counsel | Tres Arnett

Clock 04:25 - 04:35   pm

Break

Clock 04:35 - 05:10   pm

Powered by Insigneo

Speaker Javier Rivero

President & COO | Javier Rivero

Clock 05:10 - 05:25   pm

Sponsor videos

Clock 05:25 - 05:40   pm

Closing Remarks Summit’ 22

Speaker Raul Henríquez

Chairman & CEO | Raul Henríquez

Clock 08:00   pm

Dinner hosted by our Sponsors

Clock 07:30 - 07:30   pm

The Journey to Machu Picchu Begins - Meet at the lobby of the Hotel Monasterio (Plus1)

Clock 08:45   pm

Arrive to the Hotel Monasterio

Clock 09:30   pm

Cocktail (optional) (Plus1)

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Throbbing the Event

Meet the Experts

Raul Henriquez

Chairman & CEO

Cuzco summit

Ahmed Riesgo

Chief Investment Officer

Cuzco summit

Noemí Benito

Chief Happiness Officer

Cuzco summit

Peter C. Lacaillade

Managing Director SCS Financial Services LLC

Cuzco summit

Jeff Manchester

Shift 180

Cuzco summit

Our Amazing Sponsors

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Location & Contact

→ 14-18 Nov. Cuzco Perú

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