Join the Club and understand what is happening in the markets, with sound judgment. Make your investment decisions with better information.
Live sessions with Miguel and the team to go from watching the market to making decisions with a method. Limited seats, in person or online.
Markets on our live streams: current affairs, macro, bonds and stocks, interviews and investment strategy. New shows every week on our YouTube channel, the economy explained plainly.
More than a decade working with Argentine investors: our story, our milestones and the team that will work with you.
Founder and public face of the firm. Economist, educator and a leading public voice on markets and investing.
A private meeting to analyze how you should be structured today, from a corporate and wealth standpoint, to improve your returns without taking on more risk.
DatesTuesday, October 20 and Wednesday, October 21
Each theme is opened by one of the speakers, with room for everyone to weigh in.
How the financial industry really works and where many of the costs that drag down portfolio returns come from. An institutional look at practices few investors ever see.
Why so many portfolios look diversified but move the same way in a crisis. A look at real correlations, geographic exposure and how to build a portfolio that actually reduces risk.
How to organize your wealth efficiently from a tax and estate-planning standpoint. Bringing together tax, legal and financial considerations to preserve and pass on capital over time.
How to build a portfolio that makes sense in the face of geopolitical shocks, structural inflation and structural shifts in the markets. Hands-on portfolio building and review with all attendees.
Two sessions with 90-minute blocks and breaks to keep the conversation going among investors. Choose the format that works best for you:
Admission is by prior interview, so we can look after the group’s profile and the level of the conversation.
What you take away from the meeting
But take a serious look and some very common problems show up.
but react the same way in a crisis.
that erode returns over time.
that generate more taxes than necessary.
"It’s a private roundtable conversation among investors. A small setting to analyze ideas, compare viewpoints and discuss how to manage wealth in today’s environment."
Participants are selected by interview to ensure the right profile and a high-level conversation.
Room to ask questions, debate and exchange ideas with the speakers.
Discussion of real portfolio cases, costs and wealth structure.
Connect with other investors facing similar wealth challenges.
Economist specializing in macroeconomics and international financial markets. Founder of Club de Inversores. He has advised institutional and high-net-worth investors, and is an active voice in the economic debate through the media, conferences and specialized programs.
Public accountant specializing in tax planning and wealth structuring for high-net-worth individuals and families. Throughout his career he has advised business owners and investors on organizing their wealth efficiently, bringing together tax, legal and financial considerations.
Lawyer with a master’s degree in finance. Financial advisor registered with the CNV, Argentina’s securities regulator, and Head of CDI Capital, the wealth advisory division of Club de Inversores. He advises individuals and companies on global multi-asset portfolios focused on capital preservation and risk management.
Chief Executive Officer and co-founder of CDI Capital. He leads the firm’s strategy and overall operations. Background in corporate finance and structuring investment products for high-net-worth clients.
We ask for active participation, informed views of your own and a willingness to debate real portfolio decisions with peers and institutional investors.
Admission is by prior interview.
For the conversation to work, participants need to be a good fit with each other and with what we’ll discuss.
A private setting where CDI Capital’s wealth managers teach real trading strategies to maximize returns in your own account.
See Advanced TradingLeave us your details and we’ll schedule the prior interview to confirm your seat. A senior advisor from our team will get back to you within one business day.
Your details go straight to our team. We reply within one business day.
