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CAIA Florida presents Capital Without Borders
Date(s):
September 29, 2026
Note: All times listed are in local time
Venue:1450 Brickell
1450 Brickell Ave
14th Floor Terrace / Conference Room
Miami, FL 33131
Fee(s):This event has a fee
Description:
As wealth creation accelerates across Latin America, a growing number of family offices, high-net-worth individuals, institutional investors, and private investment platforms are looking beyond their home markets to access the scale, stability, and opportunity available in the United States. This panel will explore the powerful trend of Latin American capital flowing into U.S. private markets, including private equity, private credit, real estate, venture capital, and alternative investments.
Industry leaders and cross-border investment professionals will discuss the drivers behind this shift, the evolving role of Latin American investors in the U.S. private capital ecosystem, and the opportunities and challenges associated with deploying capital across jurisdictions. Topics will include investment structuring, regulatory considerations, risk management, sector preferences, and the growing influence of family offices as key allocators of capital.
Attendees will gain insights into how investors are navigating economic and geopolitical uncertainty, building long-term partnerships, and leveraging private markets to achieve diversification, preservation of wealth, and superior risk-adjusted returns. The discussion will also examine emerging trends shaping the next wave of cross-border investment between Latin America and the United States.
Agenda:
5:00 PM: Networking
6:00 PM: Panel begins
7:00 PM: Post-event networking
Fees:
CAIA Members: Free
Non-Members & Guests: $75
Date & Time:
Tuesday, September 29th
5:00 - 8:00 PM Location:
1450 Brickell Avenue, 14th floor, Miami, FL 33131 
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Juan José Daboub
Organization: Visala Capital Management
Juan José (“JJ”) Daboub is Chief Investment Officer at Visala Capital, where he oversees investment strategy and portfolio construction. He also serves on the boards of several pharmaceutical companies in Latin America. Before joining Visala, JJ spent several years at Boston Consulting Group in New York, advising leading corporations and private equity firms. Prior to BCG, he worked at Goldman Sachs Asset Management and, before that, in Goldman Sachs’ Investment Banking Division. He began his career at I Squared Capital. He holds an MBA from the MIT Sloan School of Management and a bachelor's degree in Finance from the University of Notre Dame.
Esteban Ligouri
Organization: BNY
Esteban Liguori is a Senior Portfolio Manager in International Wealth Management at BNY, where he advises ultra-high-net-worth families and family offices clients across the Americas. Based in Miami, he brings more than two decades of experience in global markets, private banking, and wealth management. Prior to joining BNY, Esteban held senior positions at Wells Fargo, J.P. Morgan Private Bank, Citi, and Bank of America, specializing in investment solutions and cross-border wealth management. He holds an MBA from Columbia Business School.
David Lopez
Organization: Thoma Bravo
David López is Head of LatAm at Thoma Bravo, leading fundraising and investor coverage across the region. Previously, he was Director and Co-Head of Alternatives Capital Formation for Latin America and U.S. Offshore at BlackRock, where he helped scale the regional franchise. Earlier, he led private markets investing for SURA's pension platforms across Latin America, covering alternatives and manager selection. He began his career at BTG Pactual. David holds degrees in Engineering and Corporate Finance from Universidad EIA and a graduate degree in Leadership from Tecnológico de Monterrey. He is a CAIA charterholder.
Jordie Olivella
Job Title: Managing Director
Organization: KKR
Jordie Olivella is a Managing Director at KKR and Head of Americas Ex-U.S. within the firm’s Global Wealth Solutions team. Based in Miami, he leads KKR’s wealth business across Canada, Latin America and the Caribbean. In this role, he is responsible for delivering the firm’s investment capabilities across private markets, working closely with wealth management platforms, private banks, family offices and financial advisors to help clients achieve better long-term investment outcomes. Before joining KKR in 2022, Mr. Olivella held senior executive roles at BlackRock, Neuberger Berman and Aberdeen. He holds a B.S. and an MBA from Drexel University.
Hernan Van Waveren
Organization: Grupo Werthein
Hernan van Waveren serves as Chief Investment Officer of the Grupo Werthein Family Office, overseeing global asset allocation and investment strategy for one of Latin America's most prominent multi-generational business families. Based in Miami, he has more than 20 years of experience across investment banking, capital markets, and family office investing. Prior to joining Grupo Werthein, Hernan held positions at J.P. Morgan, Accenture, and other investment organizations. He is widely recognized for his work connecting family offices, institutional investors, and private market opportunities across the Americas.
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