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CAIA LatAm Virtual Event - The Current State of the Wealth Management Industry in Latin America
Date(s):
November 25, 2025
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:Zoom Webcast | Tuesday, November 25th | 9 AM - 10:00 AM ET
Join us for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session will uncover the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM. Learn why the transition from product-selling to holistic planning and the push for ethical standards and certification are vital for the next generation of advisors. Key Themes Covered: - Rethinking global perceptions of Latin America’s investment opportunities
- Navigating currency volatility and post-pandemic economic recovery
- Building financial literacy as a foundation for wealth creation
- Embracing fintech, digital transformation, and ESG-driven strategies
- Aligning with CAIA standards to elevate professional excellence in the region
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Maylix Brianto
Job Title: Portfolio Management
Organization: Swiss External Asset Manager & Multi Family Office
Speaker Type: Panelist
Maylix is a long life learning Economic and Financial Analyst Expert with a demonstrated track record managing data to build forecasting models and produce reports that remarkably improve organizational decision making capabilities resulting in increased effectiveness. She is a professional with an exceptional academic background, trilingual and highly motivated and committed team player who always accomplishes more than expected by re-structuring processes and meeting challenges with enthusiasm and hard work.
Reinaldo Coelho
Job Title: Director
Organization: Triaxis Capital
Speaker Type: Moderator
Reinaldo Coelho e a partner at Triaxis Capital since 2012, active in Venture Capital since 2008 across multiple funds, with investments in over 40 companies. Previously worked in structured debt, financial advisory, and M&A. Holds a master's in industrial engineering from Virginia Tech, a PhD in Finance, a master's in economics, and a bachelor's in mechanical engineering from UFSC (BR), along with executive education in Lean Startup from UC Berkeley. Certified CAIA, MCSI, CGA, CGE, and Brazilian CVM-licensed fund manager.
Paul Zevallos
Job Title: Head of Capital Markets Lab
Organization: Universidad de Lima
Speaker Type: Panelist
Master in Business Administration. I have passed all three levels of CFA (Chartered Financial Analyst) program, as well as all two parts of FRM (Financial Risk Manager) program and all two levels of CAIA (Chartered Alternative Investment Analyst) program. Committed to achieve professional growth in the investment sector (buy-side and sell-side). Motivated to keep updated with current events that affect financial markets and by acquiring new knowledge through participation in certification programs, courses, forums, seminars and financial congresses. With experience in communicate, coordinate and execute objectives at organizational level.
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