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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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