Asset Management Workshops

Our Asset Management Workshops are full-day interactive meetings between your staff and the analysts of Latin Asset Management, in the convenience of your offices. The workshops have two key components: a formal presentation segment covering important regional trends and developments, and a highly targeted strategy session covering issues most pertinent to your firm.

Workshops are often contracted following the purchase of a thematic report penned by Latin Asset Management; in these cases, formal presentations can be focused on themes and data included in the reports, with color commentary and more detailed information provided over the course of the presentation.


Formal Presentation Segment

Formal presentations consist of a two-hour Power Point presentations, with quantitative and qualitative segments. The quantitative segment includes year-to-date or 12-month AUM growth, flow analysis, fee data, institutional manager holdings and asset-allocation trends, while the qualitative segment covers important regulatory changes and initiatives, competitive analysis, and product and distribution trends. The presentations usually encompass the following six countries’ asset management industries: Brazil, Mexico, Chile, Colombia, Peru, and Argentina. A question-and-answer period follows all presentations.


Strategy Sessions

In broad terms, the strategy sessions usually are targeted at market-entry strategies, partner searches and potential demand for existing products, or, in the case of firms already with a presence in the region, analysis of existing operations, benchmarking and competitive analysis.


Additional Information

Please email us from our Contact Page for details on costs and our next availability, by selecting “Consulting Inquiry” from the dropdown menu. Discounts may be available when combining Workshops with purchases of recent reports.

About Latin Asset Management


Latin Asset Management

Latin Asset Management, a sister company to Fund Pro Latin America, is the research and consulting arm of Latin Ventures LLC, a New Jersey (USA) based company.

Latin Asset Management, active since 2001, is an editorial and consulting company with an exclusive focus on the Latin American money-management industry, including mutual funds, pension funds and wealth management.

Via its white papers, custom consulting, online presentation series, and seminars, Latin Asset Management supports the tactical and strategic business decisions firms must make to gather assets in Latin America’s complex institutional and private-client markets.

LAM’s staff of professional consultants, journalists and researchers is strategically distributed throughout Latin America, in order to cover the markets of Argentina, Brazil, Chile and Mexico first hand. This local presence allows us to personally interview top regulators and corporate decision-makers and to gather consensus views on new regulation, industry trends and growth projections.

Complementing this coverage is Latam-based research group, which maintains a broad statistical database tracking manager and industry assets, client growth, asset allocation, fund performance and holdings.

Since 2001, Latin Asset Management has been the Latin American strategic partner of Cerulli Associates, a top US consulting firm widely recognized in fund management circles. Cerulli’s research includes country case studies and analysis of regional trends, usually with a focus on the issues driving growth of the asset management business onshore and offshore.