Citywire Americas

🚀 𝗗𝗲𝗲𝗽 𝗗𝗶𝘃𝗲 𝗶𝗻𝘁𝗼 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝘁 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀. One of the key highlights of these days is the exclusive workshops designed to provide fund selectors with in-depth insights into the latest investment strategies and market trends. 🔹 What to expect from our sponsor-led workshops? ✅ Exclusive sessions with top-tier asset managers. ✅ Cutting-edge investment strategies across multiple asset classes. ✅ Actionable insights to navigate market volatility and economic shifts. ✅ Interactive discussions to address your most pressing investment questions. These workshops are a unique opportunity to gain firsthand knowledge from industry leaders and refine your strategies for 2025 🔝 AGF Investments AXA Investment Managers Aviva Investors Blue Owl Capital Golub Capital Hines PGIM Real Estate Pictet Asset Management Polar Capital (US) Safe Harbor Capital Partners Seilern Investment Management Ltd (Xtrackers) DWS Group #CitywireMiamiRetreat #CitywireMiamiInternationalLeadershipCongress #FundSelectors #InvestmentLeadership #WealthManagement #AssetManagement #Finance #Networking

🏆𝗡𝗲𝘅𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝟮𝟬𝟮𝟱: 𝗪𝗲 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲 𝘁𝗵𝗲 𝗱𝗮𝘆 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆. 🚀 For the first time in US Offshore, Citywire is launching an exclusive initiative to honor the rising stars shaping the future of the financial advisory industry. 📅 During The Advisor Day, we are hosting a special cocktail event to recognize the top three professionals in each category among all nominees🏅 This initiative shines a spotlight on young professionals under 35 who, despite working in roles that may not always be highly visible, are making a significant impact in financial advisory and private banking. #NextGeneration2025  #TheAdvisorDay2025 #WealthManagement #FinancialAdvisory 

🔝𝗧𝗵𝗲 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗗𝗮𝘆 𝟮𝟬𝟮𝟱: 𝗔 𝗵𝘂𝗴𝗲 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝘁𝗼 𝗼𝘂𝗿 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀! 🙌 As The Advisor Day 2025 comes to life, we want to take a moment to express our deepest gratitude to our incredible sponsors for their support and presence today. Your commitment to the industry and dedication to shaping the future of financial advisory is what makes this event possible. Thanks to you, we are fostering insightful discussions, valuable connections, and a platform where innovation meets expertise 🚀 #TheAdvisorDay2025 #CitywireAmericas #WealthManagement #FinancialAdvisory

🔜 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗥𝗲𝘁𝗿𝗲𝗮𝘁 𝟮𝟬𝟮𝟱: An exclusive event for Fund Selectors - Don't miss the most exclusive panels 🔝💫 🌎 Our event 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 𝟮𝟬𝟮𝟱, an enhanced version of our well-known Miami Retreat, will take place on March 27-28 at the Loews Coral Gables Hotel. 🗣️ At this event for Fund Selectors, we will feature 𝗸𝗲𝘆𝗻𝗼𝘁𝗲 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽𝘀 to analyze key investment opportunities and trends in the sector. Philipp Buff (Pictet Asset Management) will hold his talk under the title: 'Credit Investing 2.0 - Back to the future'. Stay tuned! ⌛ #CitywireMiamiRetreat #FundSelectors #InvestmentLeadership #WealthManagement #AssetManagement #Finance #Networking

💰 𝗧𝗵𝗲 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗗𝗮𝘆 𝟮𝟬𝟮𝟱 | 𝗣𝗮𝗻𝗲𝗹: ‘𝗚𝗿𝗼𝘄𝗶𝗻𝗴 𝗺𝘆 𝗕𝗼𝗼𝗸: 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗔𝗨𝗠 𝗼𝘃𝗲𝗿 𝟭𝗕𝗻 $’. 🗣️ How do top advisors break through the $500M plateau and scale to $1Bn+? That was the central question in one of our main panels for today, “Growing my Book”, moderated by Isabella Elwaw and led by Joaquin Frances (Boreal Capital Management), José Antonio Arias Trejo, CFA (Brainvest International) and Don d'Adesky (Raymond James), where these experienced industry leaders shared the lessons, challenges, and bold moves that got them there. 💡 What we covered: 🔹 Building the right team — partner up or hire down? 🔹Timing: when is it truly the right moment to scale? 🔹Best referral strategies and techniques to reach 1Bn faster. 🌐One thing’s clear: success isn’t just about bringing in assets. It’s about building trust, finding your niche, and scaling smart. #CitywireMiami2025 #TheAdvisorDay2025 #WealthManagement #FinancialAdvisors #AUMGrowth  #HNW  #Networking

🚀 𝗧𝗵𝗲 𝗱𝗮𝘆 𝗵𝗮𝘀 𝗮𝗿𝗿𝗶𝘃𝗲𝗱! 𝗠𝗶𝗮𝗺𝗶 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗗𝗮𝘆 𝟮𝟬𝟮𝟱 𝗶𝘀 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝘂𝗻𝗱𝗲𝗿𝘄𝗮𝘆 𝗮𝘁 𝘁𝗵𝗲 𝗟𝗼𝗲𝘄𝘀 𝗛𝗼𝘁𝗲𝗹 𝗶𝗻 𝗖𝗼𝗿𝗮𝗹 𝗚𝗮𝗯𝗹𝗲𝘀. 🌍 Top financial industry experts are gathering to discuss the future of investments, the evolution of offshore advisory, and the impact of technology on financial planning. 📅 Today's agenda highlights: 🔹 Panel Session 1: ’Growing my book: innovative tactics to increase AUM over 1 Billion’ led by Joaquin Frances (Boreal Capital Management), José Antonio Arias Trejo, CFA (Brainvest International) and Don d'Adesky (Raymond James). 🔹Panel Session 2: ‘The Future of Offshore in 2035... A view from the industry's leaders’ with Juan Felipe Giraldo (Bancolombia), RAY GRENIER (Bolton Global Capital), A.J. Harper (inCadense Corp.) and Paula A. Alvis (Snowden Lane Partners). 🔹Keynote Session with Alejo Czerwonko, Ph.D. (UBS) 🔹Panel Session 3 - ‘Leading On and Off the Pitch: Succeeding in High-Stakes Environments’ with Javier Mascherano (Head Coach Inter Miami). 🔹Trends in Wealth Management with industry leaders. 🔹Exclusive networking with top advisors. 🔹Next Generation 2025, our exclusive nominations to recognize the young and emerging professionals in the financial sector who are making a difference in financial advisory. #MiamiAdvisorDay #WealthManagement #InvestmentTrends #TheAdvisorDay2025

🚀  𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗥𝗲𝘁𝗿𝗲𝗮𝘁 𝟮𝟬𝟮𝟱: An exclusive event for Fund Selectors. 🌎 2024 has been a year of major geopolitical and economic challenges. As we look ahead to 2025, uncertainty remains—but are your clients’ portfolios prepared for what’s next? 📅 Join us at the 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 𝟮𝟬𝟮𝟱, an enhanced version of our well-known Miami Retreat. This exclusive event for fund selectors will take place on March 27-28 at the Loews Coral Gables Hotel. 🔹 𝗪𝗵𝗮𝘁 𝘁𝗼 𝗲𝘅𝗽𝗲𝗰𝘁? ✅ Workshops with high level fund managers, covering a wide range of asset classes. ✅ Personalized agenda, allowing you to participate in up to 10 due diligence meetings. ✅ Engaging panel discussions, addressing key market challenges. ✅ Inspiring keynote speakers—stay tuned for announcements. ✅ Full support for travel arrangements upon registration. #CitywireMiamiRetreat #FundSelectors #InvestmentLeadership #WealthManagement #AssetManagement #Finance #Networking

🔜 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗥𝗲𝘁𝗿𝗲𝗮𝘁 𝟮𝟬𝟮𝟱: An exclusive event for Fund Selectors - Don't miss the most exclusive panels 🔝💫 🌎 Our event 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 𝟮𝟬𝟮𝟱, an enhanced version of our well-known Miami Retreat, will take place on March 27-28 at the Loews Coral Gables Hotel. 🗣️ At this event for Fund Selectors, we will feature 𝗸𝗲𝘆𝗻𝗼𝘁𝗲 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽𝘀 to analyze key investment opportunities and trends in the sector. Olivier Souliac (Xtrackers by DWS Group) will hold their talk under the title: 'Fixed Income ETFS: Taking back the center stage of diversified strategies?'. Stay tuned! ⌛ #CitywireMiamiRetreat #FundSelectors #InvestmentLeadership #WealthManagement #AssetManagement #Finance #Networking

🔜 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗥𝗲𝘁𝗿𝗲𝗮𝘁 𝟮𝟬𝟮𝟱: An exclusive event for Fund Selectors - Don't miss the most exclusive panels 🔝💫 🌎 Our event 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 𝟮𝟬𝟮𝟱, an enhanced version of our well-known Miami Retreat, will take place on March 27-28 at the Loews Coral Gables Hotel. 🗣️ At this event for Fund Selectors, we will feature 𝗸𝗲𝘆𝗻𝗼𝘁𝗲 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽𝘀 to analyze key investment opportunities and trends in the sector. Tassilo Seilern and Michael J. Faherty (Seilern Investment Management Ltd) will hold their talk under the title: 'Patience is Powerful: Why Quality Growth investing requires time and discipline'. Stay tuned! ⌛ #CitywireMiamiRetreat #FundSelectors #InvestmentLeadership #WealthManagement #AssetManagement #Finance #Networking

✨ 𝗖𝗶𝘁𝘆𝘄𝗶𝗿𝗲 𝗠𝗶𝗮𝗺𝗶 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗗𝗮𝘆 𝟮𝟬𝟮𝟱 & 𝗡𝗲𝘅𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝟮𝟬𝟮𝟱 ✨ One day left! On March 26, we'll be hosting an unique event for 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗻𝗱 𝗼𝗳𝗳𝘀𝗵𝗼𝗿𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗨.𝗦. The day will be packed with inspiring speakers, dynamic discussions, and plenty of networking opportunities. To wrap things up, we’ll host a social hour with networking drinks. Our Citywire 𝗡𝗲𝘅𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝟮𝟬𝟮𝟱 event will also take place, a nominations to recognize the young and emerging professionals in the financial sector who are making a difference in financial advisory 🙌🥇 📍 Where? 𝗟𝗼𝗲𝘄𝘀 𝗛𝗼𝘁𝗲𝗹 𝗶𝗻 𝗖𝗼𝗿𝗮𝗹 𝗚𝗮𝗯𝗹𝗲𝘀, 𝗙𝗹𝗼𝗿𝗶𝗱𝗮. 🗓️ When? 𝗠𝗮𝗿𝗰𝗵 𝟮𝟲. We look forward to seeing you there! 🔜 #CitywireMiamiAdvisorDay2025 #Networking #Investments #Finance #FinancialAdvisors #NextGeneration2025