PANAMA CITY, Panama, March 14, 2019 – The Carlton James Group, a private investment group specializing in diversified portfolios across varying global asset classes including equity, FX trading and real estate, announced that its Head of Latam Sales James Maxwell will speak at the Wealthics Global Partners’ 3rd Annual Latam Alternative Investment Conference.
The conference will take place at 8:45am EDT at the Marriott Panama Hotel in Panama City, Panama, and brings together Wealth Managers and Financial Advisers seeking to conceive a successful practice through the provision of alternative investment approaches.
In his presentation, Maxwell will offer insight into the Diversified Alpha Fund’s investment approach, structure, executive leadership and exemplary investments that enable investors to generate phenomenal returns. Unlike traditional investment funds, Carlton James’ Diversified Alpha Fund cannot be put in a box resulting from its unique structure, allocating invested cash into commercial real estate, debt holdings, equity holdings and commodity trading. Thus, deeply embodying Carlton James’ ethos, the Fund practices “capital preservation through diversification”.
Maxwell was selected as a speaker largely because of his track record working primarily with Wealth Managers and Financial Advisers residing within the Latam region. He’s provided counsel for high net worth clients in Colombia, leveraging a deeply entrenched network through establishing Global Index International’s operations within Colombia, and conceiving his own wealth management and consulting company, Incus Latam.
“I am honored to have been selected to share my insights on and successes utilizing alternative investment approaches, specifically in the Latam region,” said James Maxwell, Head of Latam Sales at the Carlton James Group. “At the Carlton James Group, our philosophy has revolved around diversification to mitigate risk. Much of our success comes from spreading risks geographically over various asset classes and staying one step ahead of global events that impact various markets and their economies.”
On the following day, Friday, March 15, 2019, the Carlton James Group exhibit a table in the conference hall from 9amEDT to 12pmEDT for one-on-one meetings to answer any questions and discuss the Company’s platform. For more information on the conference, please visit www.wealthics.com. Please follow the Carlton James group on LinkedIn, Facebook and Twitter.
About the Carlton James Group
The Carlton James Group is a private investment group specializing in diversified portfolios across varying global asset classes with a core emphasis on real estate. The company’s Diversified Alpha Fund (DAF) is designed to manage risk and diversify over multiple asset classes, jurisdictions and market places to offer truly diversified strategy that can follow the market and secure shareholders against market uncertainty. The Carlton James Group structured its DAF to utilize its existing strategies and experience which has historically overcome macro-economic issues beyond their control successful over previous economic cycles.
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