Eduardo Forestieri
Itaú Unibanco
Itaú Unibanco
Itaú Unibanco
Superintendent of investment offices at Itaú, he has been a CFP financial planner for 15 years and has served on the board of directors and as coordinator of the Education Commission of Planejar for the fourth consecutive term. He holds a degree in business administration with a corporate extension in Wealth Management from Wharton, has an MBA in marketing, and specializes in people management. He has over 25 years of experience in the financial industry, focusing on Wealth Management and the management of investment areas and onshore advisory. He is a member of the Product Distribution Committee in Retail and Private at Anbima for two different banks for 4 years.
Superintendent of investment offices at Itaú, he has been a CFP financial planner for 15 years and has served on the board of directors and as coordinator of the Education Commission of Planejar for the fourth consecutive term. He holds a degree in business administration with a corporate extension in Wealth Management from Wharton, has an MBA in marketing, and specializes in people management. He has over 25 years of experience in the financial industry, focusing on Wealth Management and the management of investment areas and onshore advisory. He is a member of the Product Distribution Committee in Retail and Private at Anbima for two different banks for 4 years.
Superintendent of investment offices at Itaú, he has been a CFP financial planner for 15 years and has served on the board of directors and as coordinator of the Education Commission of Planejar for the fourth consecutive term. He holds a degree in business administration with a corporate extension in Wealth Management from Wharton, has an MBA in marketing, and specializes in people management. He has over 25 years of experience in the financial industry, focusing on Wealth Management and the management of investment areas and onshore advisory. He is a member of the Product Distribution Committee in Retail and Private at Anbima for two different banks for 4 years.
Superintendent of investment offices at Itaú, he has been a CFP financial planner for 15 years and has served on the board of directors and as coordinator of the Education Commission of Planejar for the fourth consecutive term. He holds a degree in business administration with a corporate extension in Wealth Management from Wharton, has an MBA in marketing, and specializes in people management. He has over 25 years of experience in the financial industry, focusing on Wealth Management and the management of investment areas and onshore advisory. He is a member of the Product Distribution Committee in Retail and Private at Anbima for two different banks for 4 years.
Superintendent of investment offices at Itaú, he has been a CFP financial planner for 15 years and has served on the board of directors and as coordinator of the Education Commission of Planejar for the fourth consecutive term. He holds a degree in business administration with a corporate extension in Wealth Management from Wharton, has an MBA in marketing, and specializes in people management. He has over 25 years of experience in the financial industry, focusing on Wealth Management and the management of investment areas and onshore advisory. He is a member of the Product Distribution Committee in Retail and Private at Anbima for two different banks for 4 years.
Panels with the speaker
14:20
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15:55
Masterclasses
Let’s take a deeper look at how investing abroad has evolved from a one-off decision into a core, cross-cutting strategy. Each session will offer practical and thought-provoking insights on how to better connect Brazilian investors to global opportunities. 2:20 PM – Smart advisory: connecting clients to the world 2:35 PM – Ultra-high investors 2:50 PM – Mixed investments 3:05 PM – Alternative investments 3:20 PM – Vehicles for global market access 3:25 PM – Q&A
14:20
-
15:55
Masterclasses
Let’s take a deeper look at how investing abroad has evolved from a one-off decision into a core, cross-cutting strategy. Each session will offer practical and thought-provoking insights on how to better connect Brazilian investors to global opportunities. 2:20 PM – Smart advisory: connecting clients to the world 2:35 PM – Ultra-high investors 2:50 PM – Mixed investments 3:05 PM – Alternative investments 3:20 PM – Vehicles for global market access 3:25 PM – Q&A
14:20
-
15:55
Masterclasses
Let’s take a deeper look at how investing abroad has evolved from a one-off decision into a core, cross-cutting strategy. Each session will offer practical and thought-provoking insights on how to better connect Brazilian investors to global opportunities. 2:20 PM – Smart advisory: connecting clients to the world 2:35 PM – Ultra-high investors 2:50 PM – Mixed investments 3:05 PM – Alternative investments 3:20 PM – Vehicles for global market access 3:25 PM – Q&A
