uncorrelated Puerto Rico

March 30 - April 1, 2025

Agenda

March 30th - SuNDAY

5:00PM - 8:00 PM

OPENING cOCKTAILS - private residence Welcome Mixer

March 31st - MonDAY - conference Day 1

8:00 AM - REGISTRATION OPENS

Pick up your name badge and gift bag, grab a light bite and network early with other attendees.

9:00 AM - OPENING & WELCOMING REMARKS: UNLOCKING THE FUTURE OF CAPITAL IN THE CARIBBEAN

Enjoy a brief introduction from your conference co-hosts.

9:10 AM - WHY PUERTO NOW: THE NEXT GLOBAL INVESTMENT HUB

Puerto Rico is emerging as a premier destination for global investors, driven by attractive tax incentives, a growing alternative investment ecosystem, and a strategic geographic position bridging the U.S. and Latin America. This session will explore the key drivers fueling Puerto Rico’s rise, including favorable regulatory frameworks, an influx of capital, and expanding opportunities in private equity, venture capital, real estate, and private credit. Industry leaders will discuss why fund managers, family offices, and institutional investors are increasingly looking to Puerto Rico as a hub for capital deployment, innovation, and long-term growth.

10:05 AM - TRANSFORMATIVE INVESTMENTS IN PUERTO RICO

Puerto Rico’s economic transformation is being fueled by bold, future-focused projects that are reshaping its role in global markets. From space exploration and aerospace technology to electric vehicle manufacturing and renewable energy, the island is attracting cutting-edge industries and private investment.

10:55 AM - NETWORKING BREAK

11:10 AM - CEO TALKS: TRENDS, RISKS & OPPORTUNITIES

As President & CEO of Sygnus Capital, Berisford Grey has been at the forefront of private credit, alternative investments, and structured financing in the Caribbean and beyond. In this exclusive fireside chat, Grey will share his perspectives on the evolving investment landscape, the role of private credit in emerging markets, and how institutional and private investors can unlock new opportunities in the region.

11:40 AM - FIRESIDE CHAT: WHY THE CAYMAN ISLANDS

The Cayman Islands has long been a cornerstone of the global alternative investment industry, offering world-class fund structures, a business-friendly regulatory environment, and a strong financial services sector. In this fireside chat, industry experts will discuss why fund managers, institutional investors, and family offices continue to favor the Cayman Islands as a jurisdiction for structuring investment vehicles.

12:10 PM - SPECIAL PRESENTATION - STRUCTURING GLOBAL WEALTH WITH PR FINANCIAL ENTITIES

International Financial Entities (IFEs) play a crucial role in Puerto Rico’s financial sector, offering a unique structure for banking, asset management, and alternative lending with significant tax advantages. This session will provide a comprehensive overview of IFEs.

12:40 PM - LUNCH KEYNOTE

  • Featured Speaker: Harry Markopolos, Certified Fraud Examiner / Forensic Accounting & Financial Mathematics Consultant

1:40 PM - FIRESIDE CHAT: INSIGHTS FROM THE TOP

As former Governor of Puerto Rico and a leading figure in finance and public policy, Luis G. Fortuño brings a unique perspective on economic development, investment opportunities, and Puerto Rico’s evolving financial landscape. In this exclusive fireside chat, he will discuss Puerto Rico’s position as a competitive investment hub, the impact of fiscal policies on capital markets, and the future of private sector growth in the region. This conversation will provide valuable insights for fund managers, institutional investors, and business leaders looking to navigate the opportunities and challenges of investing in Puerto Rico and beyond.

2:10 PM - NON-DILUTIVE ACCESS TO CAPITAL ON THE ISLAND

For companies and fund managers seeking to scale, raising capital without diluting ownership is a strategic advantage. This session will explore the various non-dilutive funding options available, from private credit and revenue-based financing to structured debt, grants, and government incentives.

3:00 PM - NETWORKING BREAK

3:15 PM - CARIBBEAN FAMILY OFFICE PERSPECTIVE

Family offices in the Caribbean operate within a unique investment landscape, balancing local opportunities with global diversification while leveraging tax efficiencies and strategic market positioning. This session will explore how Caribbean-based family offices are allocating capital, managing risk, and navigating alternative investments in an evolving economic environment.

4:10 PM - BEYOND THE MAINSTREAM: THE FUTURE OF NICHE INVESTING

As traditional asset classes become increasingly crowded, investors are looking beyond the mainstream to uncover untapped opportunities in niche markets. From specialty private credit and secondary markets to alternative real assets and emerging industries, this session will explore how fund managers and family offices are identifying high-growth, under-the-radar investment opportunities.

7:00 PM - THE BIG PARTY - La factoria

EXCLUSIVELY SPONSORED BY:

April 1st - Tuesday - conference DAY 2

8:00 AM - CHECK-IN

Grab a light bite and network early with other attendees.

9:00 AM -

TRACK A: STRONG FOUNDATIONS FOR SETTING UP COMPANIES IN PUERTO RICO

Puerto Rico offers a strategic blend of U.S. legal protections, attractive tax incentives, and a skilled bilingual workforce, making it an ideal location for businesses looking to expand or relocate. This session will provide a step-by-step guide to setting up a company in Puerto Rico, covering corporate structures, regulatory considerations, tax advantages, and key operational strategies.

TRACK B: PRIVATE EQUITY’S NEW FRONTIER: THE CARIBBEAN

As global private equity firms seek new markets for growth and diversification, the Caribbean is emerging as a compelling frontier for investment. With rising deal flow, untapped middle-market opportunities, and a growing appetite for private capital, the region presents unique advantages for investors willing to move early.

9:55 AM -

TRACK A: CLIMATE AND AGTECH INVESTING IN THE CARIBBEAN

As the Caribbean faces climate-related challenges, the need for sustainable solutions in agriculture and environmental resilience has never been greater. Investors are increasingly turning to AgTech and climate-focused innovations to drive both economic growth and environmental impact in the region. From precision farming and controlled-environment agriculture to renewable energy and water management, new technologies are transforming the way the Caribbean approaches food security, sustainability, and climate adaptation.

  • Moderator: Sam Talman, Principal, Puerto Rico Energy Forum

  • Panelist: DJ Lampitt, Vice President, Small Business Development, The National Puerto Rican Chamber of Commerce

  • Panelist: Santiago Barba, COO, Puerto Green, Inc.

  • Panelist: Stephen Inglis, CEO, AI Capital LLC & Co-Founder of the Financial Analysts’ Society of Puerto Rico

  • Panelist: Mark Barasch, CEO, NuCycle Energy

TRACK B-1: FIRESIDE CHAT: WHY THE UNITED STATES VIRGIN ISLANDS

The U.S. Virgin Islands (USVI) is emerging as a compelling destination for investors, businesses, and family offices seeking strategic advantages in the Caribbean. With favorable tax incentives, a growing financial services sector, and access to U.S. legal protections, the USVI offers a unique blend of stability and opportunity.

TRACK B-2: FIRESIDE CHAT: WHY THE BRITISH VIRGIN ISLANDS

The British Virgin Islands (BVI) has long been recognized as a leading global financial center, offering flexible corporate structures, tax efficiency, and a trusted legal framework for investors, fund managers, and family offices. As the landscape for offshore financial jurisdictions evolves, the BVI continues to attract capital, facilitate global investment flows, and serve as a premier domicile for alternative investment funds.

10:45 AM - NETWORKING BREAK

11:00 AM - DIRECT LENDING & PRIVATE CREDIT: A REGIONAL FOCUS

As traditional banking models evolve, private credit and direct lending have emerged as key drivers of capital formation in the Caribbean and Latin America. With banks tightening lending standards, investors are increasingly turning to private credit solutions to finance middle-market businesses, real estate projects, and infrastructure development.

  • Moderator: Geoff Marcus, Co-Founder, Inti Advisors

  • Panelist: Raúl Cacho, Head of Private Credit, Sygnus Capital Puerto Rico

  • Panelist: Anthony DeFeo, Managing Director, Spectra Capital

  • Panelist: Chris Valentine, Senior Managing Partner, Celeres

  • Panelist: Alan Rios, Chief Investment Officer, Stratus Financial

11:55 AM - SUSTAINABLE PROFITS: IMPACT INVESTING IN THE CARIBBEAN

The Caribbean presents a unique opportunity for impact investors seeking both financial returns and positive social and environmental outcomes. With growing demand for renewable energy, sustainable infrastructure, climate resilience, and social enterprise development, the region is attracting capital from investors committed to long-term, responsible growth.

12:45 PM - LUNCH / PROJECT MAKERS INTRO

KEYNOTE

  • Featured Speaker: Allan Weiss, Founder, Weiss Analytics and Valshares Management

1:45 PM -

TRACK A: UNLOCKING HIGH-YIELD OPPORTUNITIES IN CARIBBEAN REAL ESTATE

With its booming tourism sector, rising demand for luxury and eco-friendly developments, and favorable tax incentives, the Caribbean is becoming a prime destination for real estate investors seeking high-yield opportunities. From hospitality and resort developments to residential, commercial, and industrial real estate, investors are tapping into a diverse range of assets that offer both strong returns and long-term appreciation potential.

TRACK B: DATA-DRIVEN WEALTH: THE AI & INVESTING CONNECTION

Artificial intelligence and data-driven technologies are reshaping industries, unlocking new efficiencies, and creating unprecedented investment opportunities. As AI adoption accelerates across sectors, investors are increasingly looking to AI-driven startups, data infrastructure companies, and emerging technologies as high-growth investment targets.

2:40 PM - CARIBBEAN WEALTH MANAGEMENT

As global investors and high-net-worth individuals increasingly look to the Caribbean for wealth preservation, tax optimization, and alternative investment opportunities, the region’s wealth management landscape is evolving rapidly. With a unique blend of international financial structures, tax-efficient jurisdictions, and family office growth, the Caribbean is positioning itself as a premier destination for wealth planning and private banking.

3:35 PM - NETWORKING BREAK

3:50 PM -

TRACK A: THE NUANCES OF OPERATING IN PUERTO RICO

As blockchain technology and digital assets continue to evolve, investors are looking beyond speculation to uncover real-world applications and sustainable investment opportunities. The Caribbean, with its pro-business regulatory frameworks and growing fintech ecosystem, is becoming a hub for blockchain innovation, from tokenized assets and DeFi to digital payments and Web3 infrastructure.

TRACK B: THE NEXT WAVE OF BLOCKCHAIN & CRYPTO INVESTMENTS

As blockchain technology and digital assets continue to evolve, investors are looking beyond speculation to uncover real-world applications and sustainable investment opportunities. The Caribbean, with its pro-business regulatory frameworks and growing fintech ecosystem, is becoming a hub for blockchain innovation, from tokenized assets and DeFi to digital payments and Web3 infrastructure.

4:40 PM - CLOSING REMARKS

4:50 PM - CLOSING COCKTAILS

Sponsors

CO-HOSTS

Featured
EFSI
Inti Advisors

DIAMOND

PLATINUM

GOLD

MEDIA, NON-PROFIT & ASSOCIATION PARTNERS

Featured
Invest Puerto Rico