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What is happening in Miami?
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Endeavor is a recognized organization in Latin America that has been extremely successful at helping entrepreneurs succeed.
Read MoreBanking happens exactly where the client is – German Pugliese
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German has been helping banks innovate in their digital service offering since before they even understood the need for clients to have access to their accounts online.
Read MoreNiche Financial Advisory – Mauro Cognetta
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Launching a financial advisory firm is challenging in any circumstances. In Latin America and during a pandemic, let’s just say it is not simple. However, Mauro Cognetta did just that and is doing great. Why? Because he did what many industry and marketing gurus always recommend: to focus on a niche.To specialize in a segment…
Read MoreFrom Corporate America to Entrepreneur: What many don’t talk about – Habib Moudachirou
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Although many large corporations talk about an “entrepreneurial spirit” the reality of starting an asset management business is very different. Habib did just that. Through his many years in corporate America, he defined what would be his the do’s and don’t in his own firm earlier this year, went ahead and did just that. Not…
Read MoreThe ESG Trailblazer
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The ETF world and the ESG world were not intertwined until Linda came along. Now, the ESG ETF segment is the fastest growing segment in all of the ETF industry, but there is still much to do. According to Linda if you ask investors “are you interested in ESG investing?” it will take you nowhere.…
Read MoreTrading is about FOMO (Fear of Missing Out)
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Leonardo Cardoso is managing a platform that measures market sentiment in real time for traders to act on it daily. This means that they have had to measure behavior of market participants and found that there are 55 different types of market participants that influence the markets.With this information they were able to find that…
Read MoreRecipes for Innovation in Wealth Management
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From Marcus Bank by Goldman Sachs to El Corte Ingles, we examine with Rafael Febres what innovative organizations have in common. How do they behave? How do you manage change? What is the best combination of team, culture and technology to truly institutionalize innovation in an organization? We explore how organizations that excel at innovation…
Read More(We) Family Offices and Achieving Economies of Scale
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Is the new role of the wealth advisor similar to what family offices have done all along? Cesar Pachon from We Family Office sat down for a discussion on the role of the family office now and in the future.
Read MoreBreaking the Asset Management Business Model
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The next generation’s expectations of Asset Management is nothing like we have seen so far. Priya has been focused on turning the Asset Management business model upside down, adapting it to her target niche: HENRYs – High Earners, Not Rich Yet.
Read MoreHow to Put People and Strategy Before Anything Else in Asset Management
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Learn from one of the most renowned asset management firms with a large network of financial advisors around Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.