Key benefits of attending
Peer-to-peer networking
Connect with fellow financial advisors to exchange strategies and challenges.
Game-changing speakers
Hear from the experts who can take your practice to the next level.
Tactical conversations
Gain market insights through direct conversations with leading fund managers.
Panels
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Panels
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Catherine Lapadula
UBS International
Managing Director
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
Catherine Lapadula is a Managing Director of UBS Financial Services. In February of 2023, Catherine was appointed Market Executive of the newest UBS Market: Florida International, now the largest International Market in the Americas for UBS. Prior to that, Catherine was the Market Head of UBS International New York Branch for over 17 years where she grew the market tenfold by focusing almost exclusively on the Private Wealth Sector in Latin America, Europe and Asia. Catherine’s level of international experience, combined with her in-depth cross border knowledge, make her unique in the industry. Catherine is among one of the longest standing managers in the international arena with over thirty-one years' experience in Wealth Management, nineteen years with UBS.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Steve Preskenis
Bolton Global Capital
Chief Executive Officer
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
Steve Preskenis is the CEO of Bolton Global Capital and its affiliated SEC RIA, Bolton Global Asset Management (collectively “Bolton”). Bolton is the leading independent global wealth management firm in both the Miami marketplace and the US financial services industry. Steve oversees all day-to-day Bolton operations and served previously as Bolton’s President and General Counsel from 2008 to 2024. Steve has worked in the industry since 1998, is a licensed attorney and holds various FINRA licenses.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Javier Rivero
Insigneo
President & COO
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
Javier Rivero is Insigneo’s President and Chief Operating Officer. With extensive experience in Global Wealth Management, Javier is tasked with the day-to-day oversight of the firm’s multi-national operations and growth objectives while focusing on an exceptional client experience, streamlined operations, robust product and platform offering, and best-of-breed technology for the firm’s clients. Prior to joining Insigneo, Javier led the International Division of Dynasty Financial Partners, a leading provider of wealth management and technology platforms for multi-billion-dollar independent financial advisory firms. Previously, he worked in Merrill Lynch’s LatAm Division in Miami, Florida from 2011 to 2014 as Complex Administrative Manager. Javier began his career in New Jersey at First Union Securities, now known as Wells Fargo Advisors, who in 2006 moved him to the International Division located in Miami, Florida. Javier is a graduate of Kean University with a bachelor’s degree in finance. In his spare time, he enjoys travelling and boating and is the proud father of two children. Javier holds FINRA Series 4, 7, 9, 10, 24, 63, 65, and Florida Life Insurance licenses.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Eric Termini
Raymond James
Managing Director, Complex Manager Miami and Palm Beach
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
Eric Termini serves as the Complex Managing Director for Miami/Brickell at Raymond James/Alex. Brown. With more than six years at Raymond James, Eric oversees a team of over 50 financial advisors managing more than $13 billion in client assets across the Americas, Europe, and the Caribbean.
Prior to joining Raymond James, Eric spent 18 years at Merrill Lynch, beginning his career as a Financial Advisor in New York City. Over his tenure, he held several senior leadership positions, including Head of Sales for the NYC Region, the Northeast Division, and Latin America. He also led Merrill’s International Managed Solutions group, where he was responsible for driving innovation within the FA Directed platform for non‑resident clients across LATAM, Asia-Pacific, and EMEA.
Eric resides in Miami Beach with his wife, Andrea, and is an active member of the local community.
Prior to joining Raymond James, Eric spent 18 years at Merrill Lynch, beginning his career as a Financial Advisor in New York City. Over his tenure, he held several senior leadership positions, including Head of Sales for the NYC Region, the Northeast Division, and Latin America. He also led Merrill’s International Managed Solutions group, where he was responsible for driving innovation within the FA Directed platform for non‑resident clients across LATAM, Asia-Pacific, and EMEA.
Eric resides in Miami Beach with his wife, Andrea, and is an active member of the local community.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Fernando de Frutos
Boreal Capital Management
Chief Investment Officer
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
Fernando de Frutos serves as Chief Investment Officer at Boreal Capital Management, where he is responsible for defining, setting up and implementing the firm’s overall investment policy across its advisory and portfolio management activities. He leads the firm’s research platform, asset allocation framework, product governance and overall investment oversight.
With more than 25 years of experience in international wealth and asset management, Fernando has deep expertise in portfolio construction, trading, investment advice, structured solutions, product selection and risk management. His career has combined hands-on market experience with senior strategic leadership in global financial institutions.
Prior to joining Boreal, Fernando was a Senior Manager at Monitor Deloitte in Switzerland, advising financial institutions on strategy and transformation initiatives. He previously served as Head of Investment Products and Investment Advisory Services at ABN AMRO Private Banking (Switzerland), following his role as Head of the Investment Office. Earlier in his career, he held positions at Clariden Bank (Credit Suisse Group) and BBVA Private Bank.
Fernando holds a PhD in International Affairs and Political Economy from the University of St. Gallen and is a CFA charterholder. He also completed the Chief Investment Officer Program at Columbia Business School. His academic background includes an Executive MBA from IMD, a master’s degree in Financial Markets from the BBVA School of Finance, a Master’s Degree in Physics from the Complutense University of Madrid and a Bachelor’s Degree in Mathematics from UNED. He holds FINRA Series 7 and 24 licences and is registered in the State of Florida as an investment adviser representative.
With more than 25 years of experience in international wealth and asset management, Fernando has deep expertise in portfolio construction, trading, investment advice, structured solutions, product selection and risk management. His career has combined hands-on market experience with senior strategic leadership in global financial institutions.
Prior to joining Boreal, Fernando was a Senior Manager at Monitor Deloitte in Switzerland, advising financial institutions on strategy and transformation initiatives. He previously served as Head of Investment Products and Investment Advisory Services at ABN AMRO Private Banking (Switzerland), following his role as Head of the Investment Office. Earlier in his career, he held positions at Clariden Bank (Credit Suisse Group) and BBVA Private Bank.
Fernando holds a PhD in International Affairs and Political Economy from the University of St. Gallen and is a CFA charterholder. He also completed the Chief Investment Officer Program at Columbia Business School. His academic background includes an Executive MBA from IMD, a master’s degree in Financial Markets from the BBVA School of Finance, a Master’s Degree in Physics from the Complutense University of Madrid and a Bachelor’s Degree in Mathematics from UNED. He holds FINRA Series 7 and 24 licences and is registered in the State of Florida as an investment adviser representative.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Juan Arciniegas
Ares
Managing Director
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Mr. Arciniegas is a Managing Director in the Ares Credit Group, where he focuses on U.S. direct lending as well as Ares' Sports, Media and Entertainment strategy. Prior to joining Ares in 2023, Mr. Arciniegas was a Managing Director and Head of Sports, Media and Entertainment at 777 Partners, where he was responsible for sourcing, executing and managing equity and debt investments in the sector globally. Previously, Mr. Arciniegas was a Vice President in the Financial Sponsors Group at Bank of America Merrill Lynch, where he was responsible for providing investment banking services to private equity funds with a focus on leveraged buyouts and other capital raisings, including high yield, bank debt, mezzanine debt, and IPOs. He currently serves as a board member of the France SailGP Team. Mr. Arciniegas holds a B.S., cum laude, from Rensselaer Polytechnic Institute in both Industrial & Management Engineering and Economics and an M.B.A. from Duke University's Fuqua School of Business.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Edoardo Castelli
J.P. Morgan Private Bank
Client Advisor and Executive Director
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Mauricio Cunha
Head Bradesco Investments & Bradesco Global Advisors
Director
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Mauricio Cunha is the executive responsible for Bradesco Investments, Bradesco Global Advisors, and the Investment Solutions Team within the Private Wealth Management division of Bradesco Bank.
He has 25 years of experience in the wealth management industry, including nearly 20 years in the international market. Prior to joining Bradesco Bank, Mauricio held leadership roles at Itaú Private Bank International in Miami, where he oversaw the advisory team and the execution desk, as well as at Citi Private Bank in Miami and New York, serving as both advisor and banker.
Leveraging extensive expertise in team leadership, client management and investments, Mauricio played a central role in designing, structuring, and implementing Bradesco Bank’s investment platform, contributing to the institution’s strategic development and client service capabilities.
Meet the rest of the speakers
Leaders Panel - From Good to Great: How today's top FA's break through from the Industry's top leaders
What separates the advisors who build lasting legacies from those who simply have a good run? Four of the most influential leaders in US international wealth management sit down for a candid, high-stakes conversation about what it really takes to reach the top, and stay there.
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
Moderated by Citywire Americas, this session brings together Eric Termini (Raymond James), Steve Preskenis (Bolton Global Capital), Javier Rivero (Insigneo), and Catherine Lapadula (UBS International): executives who between them have overseen tens of billions in client assets and guided hundreds of advisors through one of the most turbulent periods in the offshore and international wealth space.
Expect unfiltered views on the habits and mindsets that define elite advisors, how client expectations have been reshaped by a more mobile and sophisticated global clientele, the evolving growth playbook in Miami, and the moment every successful producer has to decide: do I keep running a book, or do I build a business?
BOREAL - Investing Through an AI-Driven Regime Shift: Productivity Acceleration and the Limits of Linear Thinking
This session examines the risks of linear thinking in investing during structural transitions. Markets often rely on historical averages, stable correlations, and repeatable distributions, yet productivity can advance through regime shifts. Artificial Intelligence may represent the next such transition. Rather than offering short-term forecasts, the presentation proposes a framework for thinking about productivity, scarcity, diversification, and economic rents.
ARES - Beyond the Game: Current Opportunities in Sports, Media & Entertainment
Sponsors
Addepar
Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Sponsors
Addepar
Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Addepar
Addepar
Explore more workshops
Addepar
Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Alken Fund
Representatives
Alken Asset Management is a boutique dedicated to managing open-ended investment vehicles and institutional segregated mandates, with expertise across multiple asset classes including equities, fixed income and alternative investments.
Our aim is to provide a diversified portfolio of products that can meet the risk profiles of different investors. The management team undertakes rigorous and ongoing monitoring to ensure regulatory compliance and transparency.
Our aim is to provide a diversified portfolio of products that can meet the risk profiles of different investors. The management team undertakes rigorous and ongoing monitoring to ensure regulatory compliance and transparency.
Explore more workshops
Addepar
Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Ares
Explore more workshops
Addepar
Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Aviva Investors
Representatives
Aviva Investors is a leading global asset manager that combines the breadth of our multi-asset, private and public market capabilities to deliver solutions that are designed to last. We operate across 9 countries with over $340* bn of AUM.
With an approach rooted in the principles of collaboration and commitment, we are experts in connecting the right investment capabilities with individual client needs. We use the full scope of our capabilities to design solutions that last – solutions that start with you.
* Data as at 30 September 2025. USD.
With an approach rooted in the principles of collaboration and commitment, we are experts in connecting the right investment capabilities with individual client needs. We use the full scope of our capabilities to design solutions that last – solutions that start with you.
* Data as at 30 September 2025. USD.
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Alken Fund
Ares
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Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Axos Clearing
Representatives
Axos Clearing is a full-service clearing firm serving Wealth Management Companies and Registered Investment Advisors. Axos delivers expertise in equities, mutual funds, ETFs, and fixed income while supporting prime brokerage, multicurrency trading, and advanced options strategies. We offer scalable solutions for advisors and clients, integrating banking, investments, and innovative technology.
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Alken Fund
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Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Bolton Global Capital
Representatives
www.boltonglobal.com
www.linkedin.com/company/bolton-global-capital
Founded in 1985, Bolton Global is the premier independent broker-dealer serving international and domestic clients with comprehensive wealth management capabilities. Bolton is a leader in providing access to US and global financial markets for Latin American and European Investors. For 40 years, Bolton has provided innovative solutions and unparalleled service to wealth managers and their clients. Bolton has more than 18+ billion in assets under management as of October 2025.
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Alken Fund
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Aviva Investors
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Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Boreal Capital Management
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Alken Fund
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Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Edmond de Rothschild Asset Management
Representatives
As an independent asset management company dedicated to investment activities, Edmond de Rothschild Asset Management has been meeting the needs of a broad base of institutional clients, distributors, and intermediaries for several decades.
Thanks to the depth of our fund range, we are able to offer products that meet the specific needs of our clients.
We provide clear and consistent strategies for all asset classes, across both liquid and private markets, to give our clients access to complementary sources of performance.
From thematic equities to high-yield bonds, from European small caps to subordinated debt, from taylormade solutions to buy & hold strategies, our range of liquid products offers active management and exposure to both major markets and niche strategies, reflecting the diversity of our expertise.
Thanks to the depth of our fund range, we are able to offer products that meet the specific needs of our clients.
We provide clear and consistent strategies for all asset classes, across both liquid and private markets, to give our clients access to complementary sources of performance.
From thematic equities to high-yield bonds, from European small caps to subordinated debt, from taylormade solutions to buy & hold strategies, our range of liquid products offers active management and exposure to both major markets and niche strategies, reflecting the diversity of our expertise.
We are also active in private markets, offering a diversified, high value-added portfolio across Private Equity, Real Estate, and Infrastructure Debt.
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Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Golub Capital
Speakers
Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.
As of January 1, 2026, Golub Capital had over 1,100 employees and over $90 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East. For more information, please visit golubcapital.com.
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Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Hines
Representatives
Hines Private Wealth Solutions LLC, member FINRA/SIPC, is the broker-dealer affiliate of Hines, a privately owned global real estate investment, development and management firm. Founded in 1957, Hines has built a reputation as one of the world’s leading commercial real estate firms, with a presence in 30 countries as of December 31, 2025.
Representatives
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Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Insigneo
Representatives
Representatives
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Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Jupiter Asset Management
Representatives
Since Jupiter was established in 1985, we have sought to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, many years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.
From the start we understood the need to create a distinct, entrepreneurial culture that harnessed all areas of the business in the pursuit of this goal. As a new entrant in a competitive market, we wanted our clients to experience, share and benefit from the energy and focus of a young firm, full of talented individuals, eager to distinguish itself as a trusted steward of other people’s money.
Now, many years on, we have established ourselves as a leading specialist asset manager precisely because we have retained that agility and drive as we have grown. Our value remains in our people, our ability to adapt quickly to changing markets, and in our willingness to continuously challenge ourselves to deliver the best investment outcome for clients.
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Aviva Investors
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Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Knighthead International
Representatives
Knighthead Annuity & Life Assurance Company is a Cayman Islands based insurance company established to serve global clients who are seeking financial products that provide principal protection, guaranteed returns and features that include liquidity, death benefits and a choice of income options to deliver predictable future income.
Representatives
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Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
Xtrackers by DWS
Representatives
Xtrackers by DWS is a global provider of passive solutions with an index track record going back over 20 years. We seek to provide investors with innovation, access and value through a broad range of cost-effective, US-listed exchange-traded funds (ETFs) across all major asset classes – equities, fixed income and alternatives.
Xtrackers provides numerous building blocks for traditional investment strategies, FX-hedged equities, mainland China equities, sustainable strategies, dividends and factors, high-yield, as well as innovative products on thematic investments and growth trends of the future.
Xtrackers provides numerous building blocks for traditional investment strategies, FX-hedged equities, mainland China equities, sustainable strategies, dividends and factors, high-yield, as well as innovative products on thematic investments and growth trends of the future.
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Addepar
Alken Fund
Ares
Aviva Investors
Axos Clearing
Bolton Global Capital
Boreal Capital Management
Edmond de Rothschild Asset Management
Golub Capital
Hines
Insigneo
Jupiter Asset Management
Knighthead International
Xtrackers by DWS
