Consultiva Wealth Management | The Pursuit of 8%: Back to the Future?

In an era of unprecedented geopolitical and economic transformation, Consultiva Wealth Management invites you to a premier institutional symposium. We will bridge the gap between historical investment strategies and the complex realities of tomorrow’s markets.

The path to a 8% return, once considered a standard benchmark, now requires a higher level of technical sophistication and agility. This summit provides the roadmap for navigating this "new" landscape.

• Expert Macro Analysis: Join Dr. Carlos Asilis for a deep dive into deglobalization and the shifting macroeconomic environment.
• Exclusive 10-Year Projections: Be the first to see Consultiva’s 2026–2036 Yield Projections, a critical tool for the strategic planning of institutional and private portfolios over the next decade.
• Market Deep Dives: Gain actionable insights into Fixed Income, Equity valuations, and cutting-edge diversification strategies designed to combat current market volatility.
• Fiduciary Perspectives: Learn practical approaches to asset rotation, interest rate environments, and risk management from a panel of industry veterans.

Hear from a powerhouse lineup of financial thought leaders, including:

• Myrna Rivera Cardona, CIMA™: Founder & Senior Adviser, Consultiva Wealth Management.
• Dr. Carlos Asilis: Chief Investment Officer, AC Global.
• Don Robinson, CFA: Chief Research Officer, OAR LLC.
• Gabriel Medina, CFA: Portfolio Manager, X-Square Capital Group.
• Evangeline Dávila, CIMA™: Chief Research & Investment Officer, Consultiva Internacional Inc.
• And other distinguished specialists in investment advisory and asset management.

• 3:30 PM: Registration & Networking
• 4:00 PM: Summit Commencement
• Keynote Session: Deglobalization & The Macro Landscape
• Strategic Showcase: Consultiva’s 10-Year Market Projections
• Closing Panel: “Building Diversified Portfolios Today” – A practical guide to navigating interest rates and asset rotation.

Event Venue & Nearby Stays

Islandwide Logistics, Rexco Industrial Park, Guaynabo, Puerto Rico

Concerts, fests, parties, meetups - all the happenings, one place.

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