Family Office and Wealth Management Forum LATAM in Panamá

Panamá | March 02, 2018 | 8:00 am to 12:30 pm

"Family Office and Wealth Management Forum LATAM" will be held in Panamá on March 02, 2018. The speakers are distinguished academics and business leaders from LATAM and Panamá. They will talk about subject related to Family Office, Private Wealth Management and Family Governance; Industry Challenges and Economic Scenarios.


Dr. Javier Estrada, PhD. Professor of Financial and Wealth Management at IESE Business School

Javier Estrada is a Professor of Finance and Wealth Management at IESE Business School in Barcelona, Spain. He is also a partner and financial/wealth advisor at Global Consulting Investments, a company that specializes in providing wealth management advice.

Prof. Estrada holds an M.S. in Finance and a Ph.D. in Economics from the University of Illinois at Urbana‐Champaign (USA), and a B.A. in Economics from the National University of La Plata (Buenos Aires, Argentina). His areas of specialization are wealth management, portfolio management, investments, and law & economics.

Prof. Estrada held positions at both the Economics Department and the Finance Department at Carlos III University (Madrid, Spain). He is also a regular visiting professor at HANKEN (Helsinki, Finland), IPADE (Mexico City, Mexico), Torcuato Di Tella University (Buenos Aires, Argentina), and the University of Montevideo (Montevideo, Uruguay), and has lectured to executives, graduates, and undergraduates around the world.

Prof. Estrada is the author of Finance in a Nutshell (FT Prentice Hall, 2005), originally written in English and subsequently translated into Spanish, Italian, and Chinese; a second edition of this book was published in 2011, is entitled The FT Guide to Understanding Finance, and was translated into Korean. He is also the author of The Essential Financial Toolkit – Everything You Always Wanted To Know About Finance But Were Afraid To Ask (Palgrave Macmillan, 2011).

Prof. Estrada has done extensive research on the areas of portfolio management, private wealth management, investment strategies, and risk with a special focus on downside risk. He has also done research on emerging markets and insider trading. His articles have been published in the Journal of Portfolio Management, the Journal of Investing, the Journal of Asset Management, and the Journal of Wealth Management, among other journals. He was also the founding editor of the Emerging Markets Review, the leading journal on emerging markets, and was editor of the journal between inception in 2000 and 2006. He is also in the advisory board of several other academic journals.

Prof. Estrada is a member of the CFA Institute’s Speaker Retainer Program; teaches an open‐enrollment program and several courses on personal finance and private wealth management in different programs.


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The Westin Panamá. La Rotonda Ave, Costa del Este, Panamá City, Panamá

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