The recent Expat Money conference gathered clients and partners from across the Americas in Panama, turning a typical presentation‑style event into a networking‑focused gathering. Attendees arrived from Panama, Colombia, Paraguay, Brazil, the Caribbean, Mexico and other regions to meet the firm’s advisors face‑to‑face.
Key themes discussed
- Panama’s strategic position – A panel examined the country’s role amid growing competition between China and the United States, highlighting how shifting trade routes and investment flows could affect expatriates and businesses operating there.
- Timber industry in Colombia – Presentations covered the current state of Colombia’s timber sector, including regulatory challenges and opportunities for foreign investors.
- Partner commitment – Several awards recognized long‑term collaborators for their dedication, underscoring the firm’s emphasis on building lasting relationships with local partners.
Networking format
Rather than limiting the schedule to lectures, the organizers invited partners to join the event in Panama, encouraging personal interaction. The agenda included informal moments such as prize draws (one envelope from “Extend” and two additional envelopes) to foster engagement among participants.
Geographic reach
The conference demonstrated the firm’s global footprint, with representatives traveling from multiple countries to attend. This broad attendance reflects a growing demand for cross‑border financial guidance and highlights the importance of in‑person connections for expatriate communities.
