2026 Moderators
Costa, Santiago
IPCC Co-Chair
Director of Wealth Planning at Southeast
Dutra, Ana
Head of Legal and Compliance at ASA
Gonzalez, Juan Manuel
IPCC Chair – Founding Member
Founding Partner-President at Converge Wealth Planning
Hassan, Ceci
IPCC Chair – Founding Member
Partner - Founder at Hassan International Law PLLC
Martin, Teresa
Partner at Mavens
Velez, Francisco
Vice President Amphora Financial Group at Amphora Life
Worrell, Megan
Managing Director at J.P. Morgan
2026 Speakers
Arancibia, Jorge
Partner at HIPA
Canto, Bruna
Managing Director at First Pathway Partners
Campoy, Gabriel
Partner at XP Private Bank
Cordova, Hugo
Head of Business Development, Life Insurance at Advantage Insurance
Cores , Roberto
Partner at EY
Dziouba, Daniel
Partner at Perez Bustamante & Ponce
Fischer, John
Global Distribution Leader | Co-Founder at Axcelus Financial
Fonseca, Alessandro
Partner at Mattos Filho
Gerola, Flávia Allegro
Partner at Humberto Sanches e Associados
Gomez, Jaime
Partner - Director of the tax practice at Posse Herrera Ruiz
Jaramillo, Felipe
Director, Head of Active Investments Wealth/Latam at BlackRock
Lacoste, AgustÃn
Partner at Estudio McEwan
Lind, Erik
Partner at DLA Piper Peru
Mendivil, Axel
Managing Partner at TCL Advisory
Morean, Oscar
Director at Morex Law
Ordoñez, Javier
Partner at Baker McKenzie
Papotti, Raul-Angelo
Partner - Tax; Private Wealth at Chiomenti
Retzler Martins, Fernando
Partner at SA Law
Singh-Dalal, Sunita
Partner at Hourani & Partners
Wilson, Alasdair
Partner at Harbottle & Lewis