Rocio Ortega to Speak at Upcoming Wealth Management Conferences

WE Family Offices Partner and Associate Advisor Rocio Ortega frequently shares her insights on ESG and alternative investing at various wealth management conferences around the globe. After speaking about transforming traditional portfolios into values-aligned portfolios at the Institutional Investor’s Wealth Management Impact Investing Forum earlier this year, Ortega most recently offered her expertise at the 5th Annual Private Wealth Florida Forum.

The 5th Annual Private Wealth Florida Forum took place on August 21, 2019 in Palm Beach, Florida. During the forum, Ortega spoke on a panel titled, “Emerging and Opportunistic Alternative Investing.” While on the panel, Ortega discussed where high-net-worth investors should be looking next and how they can allocate in a manner that will result in optimal diversification and return on investment.

Following the 5th Annual Private Wealth Florida Forum, Ortega is scheduled to be the keynote speaker at the Latin Private Wealth Management Summit to discuss the use of philanthropy for the next generation. She also will discuss ESG investing at two wealth management conferences in Miami Flordia: the 7th Annual Private Wealth Latin America & The Caribbean Forum and the ALTSMIA Annual Investor Forum.

Here is a detailed list of all Ortega’s past and upcoming speaking engagements of 2019:

Institutional Investor’s Wealth Management Impact Investing Forum
Location: Boston, MA
Date: March 19, 2019
Case Study: Transforming a Traditional Portfolio into a Values-Aligned Portfolio
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5th Annual Private Wealth Florida Forum
Location: Palm Beach, FL
Date: August 21, 2019
Panel: Emerging and Opportunistic Alternative Investing
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Latin Private Wealth Management Summit
Location: Panama
Date: October 3-4, 2019
Keynote: La Finaltropía como Vehículo de Inserción de la Nuevas Generaciones en la Gestión
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7th Annual Private Wealth Latin America & The Caribbean Forum
Location: Miami, FL
Date: October 22, 2019
Panel: Practical Steps Towards ESG Integration
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ALTSMIA Annual Investor Forum
Location: Miami, FL
Date: November 7, 2019
Panel: ESG Investing: Manager Selection & Due Diligence 
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