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We South (Houston) | A deep dive into US offshore, LATAM, and UCITs

February 8, 2024
WE SOUTH (HOUSTON) | A DEEP DIVE INTO US OFFSHORE, LATAM, AND UCITS 
 
When:Thursday, February 8, 2024
4:00pm – 7:00pm
 
Where:St. Regis Houston Director’s Room
1919 Briar Oaks Ln
Houston, Texas  77027
United States
 

As the wealth management space within LatAm expands, and with LatAm investors continuing to move assets into US accounts, the finance industry is rapidly increasing their solutions-set to answer the significant growth in the LatAm and US Offshore markets. 

We will hear from three professionals with different industry viewpoints from both LatAm and the US to provide:

  • An understanding of UCITs ETFs and their advantages and applications
  • Background on the investment landscape, preferences, and challenges of US vs. LatAm investors and the solutions to address them
  • Insights of how the US offshore space is evolving, and how they are positioning for this growth

Please join us for an engaging panel with speakers:

  • April Reppy, Head of Latin America Sales & Distribution at First Trust 
  • Oscar Vidal, Director and Head of International Client Solutions at Merrill Lynch
  • Rodolfo Maya Bertin, CEO & Founder, MABE International Advisors, Inc. 

To conclude our study of LatAm, a lesson on tequila, with tastings, will follow the panel discussion!

Registration is required – Space is limited, so we ask that only those that fully intend to attend, register, and please cancel if plans change. Virtual attendance only at the below Zoom Link. 

Must be 21 to attend. For Financial Professionals Only. No media. 

Looking to attend virtually? We will be streaming live from 4:30 – 5:30 CT. Please use the Zoom link provided to attend: Zoom Link

REGISTER HERE: https://womeninetfs.com/events/EventDetails.aspx?id=1827318&group=

We are a tax accounting and financial and business advisory firm based in Houston, TX, with more than 25 years of experience. Our goal is to support our national and international clients to achieve their financial, operational and accounting objectives.

We offer a wide variety of tax planning services for both companies and individuals. Tax planning can save you time and money.

Rodolfo Maya
CEO & Founder
MABE International Advisors, Inc.
Tel. + 1-281-741-3691

MABE International Advisors, Inc.

11511 Katy Fwy Suite # 640
Houston, TX 77079
Tel. 281-741-3691
Hours: Monday-Friday 9 AM – 5 PM

OFFICES IN MEXICO

Tampico, Tamps

Loma Azul 207
Col. Lomas de Rosales
Tampico, Tamps., México 
Tel.: +52 (833) 217.85.00 al 02

Querétaro, Qro.

Rufino Tamayo No. 7-101
Fracc. Pueblo Nuevo
Corregidora
Querétaro, México
Tel: +52 (442) 225.32.71

Monterrey, NL

Dr. Jose Luna Ayala #204 1er. piso
Col. San Jerónimo
Monterrey, Nuevo León, México
Tel: +52 (81) 2317.48.80

https://www.mayacontadores.com

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