Latin Asset Management, a sister company to The Fund Pro and the site's major content contributor, is the organizer of professional conferences that focus on business trends and the challenges faced by regional asset management executives in Latin America.

Conferences for asset management executives

As the region’s mutual and pension fund industries have grown more sophisticated, Latin Asset Management has played a leadership role in assembling local and international experts to discuss emerging business trends, challenges impeding more vibrant growth, and institutional investment in a global context. Our power to summon leaders from industry and government to our conferences make them must-attend events for local asset management executives. Recently, combining the professional events with the awarding of our prestigious Fund Pro Platinum Performance Awards has generated even more interest among local fund management groups.

- Upcoming events

The Seventh Seminar on Asset Management in Mexico, March 18, 2010

The next in a series of annual seminars in Mexico will again be held at the Nikko Hotel in Mexico City. For sponsorship information, contact gustavo.godoy@fundpro.com.

The Second Seminar on Asset Management in Chile, September 1, 2010

The next in a series of annual seminars in Chile will be held in early September 2010 at the Radisson Hotel in Mexico City. For sponsorship information, contact gustavo.godoy@fundpro.com.

- Previous events

The First Seminar on Asset Management in Chile, September 2, 2009

The First Seminar on Asset Management in Chile was held on September 2nd, 2009. We hosted 130 asset management executives at the Radisson Hotel in Santiago Chile. The seminar brought together local institutional investors and international fund managers and regulators to discuss local-market issues, global asset allocation strategies, and regional product, regulatory and distribution trends. Celfin Capital's Cristian Gardeweg led off the day with a perspective on the Chilean economy. Later, an in-depth look at Chile's voluntary retirement market with Principal Financial and Watson Wyatt led into presentations from high-ranking executives from State Street, Aberdeen, Invesco, Alliance Bernstein and Franklin Templeton. The Seminar on Asset Management in Chile culminated with the awarding of Fund Pro Platinum Performance Awards to the country's top funds and managers.

Representatives of Chilean mutual fund firms pose with their 2009 Platinum Performance

Awards.

The Sixth Seminar on Asset Management in Mexico, February 25, 2009

Despite the deepening financial crisis, Latin Asset Management forged ahead with its successful series of events in Mexico, and the Sixth Seminar on Asset Management in Mexico was held at the Nikko Hotel in Mexico City. Again the audience fulfilled our expectations with the ballroom reaching full capacity. Speakers from Alliance Bernstein, State Street, Vanguard, Barclays Global Investors and Principal Financial were among the presenters, speaking on themes such as the outlook for global fixed-income markets, how institutional investors can diversify portfolios and maximize returns in a downturn, new paradigms in asset allocation, among others. The keynote speaker for the event was Guillermo Babatz, president of the Mexican securities regulator, the CNBV. Finally, the third edition of the Fund Pro Platinum Performance Awards presented to local funds and managers was the perfect finale for the meeting.

Representatives of Mexican mutual fund firms pose with their 2008 Platinum

Performance Awards; Guillermo Babatz addresses local industry executives.

The Fifth Seminar on Asset Management in Mexico, March 12, 2008

In 2008 we held the Fifth Seminar on Asset Management in Mexico. It was another successful event as we attracted 190 attendees to the JW Marriot Hotel in Mexico City. On this occasion, executives from Credit Agricole, BBVA, Alliance Bernstein, State Street, Vanguard and Principal, addressed the audience on different topics related with the industry, while Gabriel Ramirez from the Consar and Jorge López de Cárdenas from CNBV represented the regulators. Among other topics: asset allocation strategies for institutional investors, corporate pension portfolios management, liberalization of the Mexican securities markets and prospects in emerging markets in the face of US instability were discussed in the meeting. Also, as we did the previous year, the 2nd edition of the Fund Pro Platinum Performance Awards were presented.

The Fourth Seminar on Asset Management in Mexico, March 7, 2007

We returned to Mexico City in March 2007, to hold the Fourth Seminar on Asset Management in Mexico, co-organized once again with Reuters. The event was focused on three main topics: open architecture in the mutual fund marketplace, trends among Mexican corporate pension funds, and asset allocation strategies for Mexican institutional investors. Top-notch speakers - from local and international firms - headlined the event. Speakers from Aberdeen Asset Management, Barclay's Global Investors, Blackrock, Capital Group, Vanguard, Principal Financial, Banamex, Watson Wyatt and Towers Perrin were on hand. Once again, Gabriel Ramirez, the director of planning at the Consar, Mexico's pension fund regulator, was on hand, this time to discuss the plans for a continued liberalization of international investment rules. During the lunch, which was sponsored by Credit Agricole Asset Management, Mexico's top funds and managers were presented with Fund Pro Platinum Performance Awards. Click here to view the presentations from this event.

The Fourth Seminar on Asset Management in Mexico attracted 175 industry executives.

Seminar on Global Asset Allocation Brazil, April 5, 2006
In 2006, given the improving Brazilian economy and government liberalization of some offshore investment rules, Latin Asset Management teamed up with Reuters Brazil to launch their first-ever asset management conference - the Seminar on Global Asset Allocation - which was held April 5, 2006 at the Renaissance Hotel in Sao Paulo.  The invitees included members of the Brazilian private-banking community and local funds-of-funds managers. The keynote speaker was Mark Mobius of Franklin Templeton, and the half-day program was rounded out by speakers from Massachusetts Financial Services, Vega Asset Management, Blackrock, Old Mutual and Muzinich. Click here to view the presentations from this event.

The Third Seminar on Asset Management in Mexico, March 8, 2005

In light of new investment rules permitting Afores to invest up to 20% of their assets in overseas instruments, Latin Asset Management and Reuters organized The Third Seminar on Asset Management in Mexico was held March 8, 2005 at the JW Marriott in Mexico City. Sponsored by Goldman Sachs, Vanguard Group, Templeton Investments, Barclay's, Alliance Capital, and Toronto Trust, the event was attended by 150 local asset management professionals. Keynote speakers were Forbes columnist Steve Hanke and Paulo Leme of Goldman. Gabriel Ramirez, the director of planning at the Consar, Mexico's pension fund regulator, detailed the rationale behind the current investment regimen. Click here to view the presentations from this event.

The Second Seminar on Asset Management in Mexico, November 11, 2003

The Second Seminar on Asset Management in Mexico, held November 11, 2003, at the Hotel Nikko in Mexico City, focused on the new opportunities available to the mutual fund industry given the important regulatory changes that will permit greater product diversity - including international offerings - and more competition through open architecture and independent distribution. In attendance were 100 mutual fund industry executives, while guests included Manuel Somoza head of Prudential Apolo Operadora de Sociedades de Inversión, José Antonio González director of the securities division of the Mexican Finance Ministry, and Francisco Delgado supervisor of mutual funds at the Mexican Securities and Banking Commission. Click here to view the presentations from this event.

The First Seminar on Asset Management in Mexico, February 18, 2003

The Seminar on Asset Management in Mexico, was the first event, taking place on February 18, 2003 at the Marquis Reforma Hotel in Mexico City. More than 220 executives from Mexican pension funds, mutual funds and insurance companies were in attendance. Guest speakers included Mark Mobius of Templeton Asset Management and Stuart Schweitzer of JP Morgan Fleming Asset Management, and the event was centered around the maturation of the Mexican institutional investor marketplace and new guidelines permitting international investments. Click here to view the presentations from this event.
 

- Other conference activities

Latin Asset Management has worked closely with large media groups, including MAR/Hedge, Thomson/Reuters and Bloomberg in the design and implementation of other regional events.

- MAR's Latin American Hedge Fund Investor’s Forum took place September 18-20, 2002, at the Ritz Carlton Hotel in Key Biscayne, Fla. This seminal event was attended by 150 hedge-fund-industry executives and investors from the region and explored the advantages of alternative investment strategies in private-client portfolios.

- New Horizons for the Chilean Asset Management Industry was a seminar held July 24-25, 2002, at the Sheraton in Santiago, Chile. Co-sponsored by Bloomberg and Latin Asset Management, the seminar took aim at the current competitive issues arising out of the creation of the new voluntary savings market and the conversion of pension funds into a dynamic multifund system. The two-day event attracted a total of 200 industry executives.