Annual Conference Archives - Consultiva Wealth Management, Corp.

2021: A New World?

February 19, 2021Annual Conference

Panelistas Conferencia virtual sobre el comportamiento de los mercados de capital

Pursuit of 8% – The Fourth Industrial Revolution Market Outlook for 2021 and Beyond

October 21, 2020Annual Conference

Welcome Glide Owl

Pursuit of 8% – The Fourth Industrial Revolution Market Outlook for 2021 and Beyond

October 21, 2020Annual Conference

Welcome Glide Owl

Presentaciones de la Conferencia 2019 – En busca del 8%: ¡Navegando la Volatilidad!

February 27, 2019Annual Conference

Capital Markets 2018+Outlook 2019 CDBG-DR and Opportunity Zones Legislation

Presentaciones de la Conferencia 2019 – En busca del 8%: ¡Navegando la Volatilidad!

February 27, 2019Annual Conference

Capital Markets 2018+Outlook 2019 CDBG-DR and Opportunity Zones Legislation

The Pursuit of 8%: IMPACT! Global Economic and Capital Market Perspectives for 2018

March 2, 2017Annual Conference

CONSULTIVA International’s Investment Strategy Committee hosted its annual conference for the Firm’s clients, guests and partners on Friday February 23, 2018. The Firm’s leading executives presented CONSULTIVA’s capital markets review for 2017 and global economic outlook for 2018. The conference also included special presentations and discussion panels on the Firm’s areas of expertise.

Consultiva Internacional Inc. presentó perspectivas económicas globales para el 2017

February 28, 2017Annual Conference

El Comité de Estrategia de Inversión de CONSULTIVA Internacional Inc. presentó sus perspectivas económicas globales para el 2017 en su conferencia anual para clientes y colaboradores el pasado jueves 23 de febrero. La firma completó un estudio exhaustivo de información sobre diversos sectores económicos y los mercados de capital, y compartió con sus clientes sus perspectivas para este año y los próximos sesenta meses.

2017 Capital Markets Review

February 28, 2017Annual Conference

The Firm’s Chief Investment & Research Officer, Ms. Evangeline Dávila, summarized the Committee’s review of the past year’s economic factors affecting capital markets, and shared its outlook for 2018 and the next sixty months. View or download a summary of the presentation here.

Global Capital Markets Panel

February 28, 2017Annual Conference

Ms. Eileen Rivera, Managing Director and CONSULTIVA’s Due Diligence Officer, served as moderator in a discussion with a group of experienced managers from investment companies in the U.S. The panel provided its views on equity and fixed income markets, investment opportunities across the globe, and insights into risk management strategies in different asset classes. View or […]

Local Economic Development Panel

February 28, 2017Annual Conference

Mr. Ernesto Villarini, Managing Director and CONSULTIVA’s Impact Investing Officer, served as moderator in a discussion among a group of local economic development leaders. The panel provided their views on opportunities for economic development through research, innovation, entrepreneurship, and venture-backed businesses. View or download a summary of the discussion here.