Kellogg School of Management

Latin American Private Equity + Family Capital Immersion

Kellogg School of Management

Finance & Accounting

About Programme

Latin American families face a generational decision: how to preserve their legacies while allocating capital toward innovation, new business models and long-term impact. The current global environment – marked by shifting rate expectations, tighter financial conditions, selective capital markets and uncertain exit windows – requires greater discipline in portfolio construction.

This immersion is designed for family business owners, family office principals, board members, CIOs, and next-generation leaders with a direct role in capital allocation and governance who want to make deliberate, strategic decisions about private capital. Participants will explore core tenets of private capital (including private equity, venture capital and search funds) while remaining aligned with the family’s values and governance model. Families will be able to move from ad hoc investment decisions to a disciplined private capital strategy anchored in purpose.

The program frames private equity beyond simply an investment decision, but as a strategic one. It helps determine the role families should play within the private capital ecosystem, and whether they have the governance, structure and internal alignment to execute efficiently. Participants leave with a disciplined private equity strategy, clear governance principles, pacing logic, investment committee framework and a 12-month execution roadmap.

Kellogg’s Miami Campus serves as the bridge between U.S. capital markets, governance standards and Latin American family capital. Renowned Kellogg faculty and practitioners’ global expertise in board and corporate governance, private capital markets, offshore structures, and regional regulatory risk management helps families bring institutional rigor to their private capital decisions. Proprietary Kellogg frameworks connect legacy preservation with the imperative need for growth and innovation in family businesses.

The program will be delivered in English, with simultaneous interpretation into Spanish based on participant needs.

Programme Content

Discussions, cases and speakers avoid a single-country lens and instead emphasize shared regional patterns, failures and opportunities.

Conviction and purpose

Why private capital matters for the future of Latin America
Leadership, responsibility and long-term legacy
Political economy and scenario planning for family capital
Alternative assets and the goals of enterprising families

Structures + mechanics

Fund structures
Power law dynamics across private equity, venture capital and search funds
LP governance
Decision-making framework workshops
From corporate M&T to private capital

Technology, disruption + alignment

The expanding role of tech + AI
Disruption exposure and governance alignment
Family alignment and the role of the next generation

Governance + cross-border strategy

Cross-border structuring
Selecting and governing external managers
Latin America macro overview
Designing the family investment organization

Execution

Live capital allocation decision lab
Capital allocation strategy
12-month execution plan
• Family private capital blueprint

Programme Audience

Principals of single and multi-family offices
Owners of family-controlled conglomerates
Board chairs and owners
CIOs
Next-generation family leaders navigating intergenerational transitions in capital allocation, governance and innovation strategy

Programme Benefits

A working understanding of how private equity, venture capital and search funds differ in structure, risk and time horizon, and where each fits in a family portfolio
Family-aligned investment thesis that reflects purpose, risk appetite, governance and generational priorities, and a liquidity and commitment plan aligned with the family’s broader portfolio
Practical frameworks for investment committee governance, including roles, decision processes, evaluation criteria and monitoring routines
12-month execution roadmap defining the family's investment mandate, target allocation, preferred access model and vehicle, governance and decision rights, manager and opportunity pipeline, capital pacing, 30-60- and 365-day milestones, and the first fund commitment, co-investment, or direct investment to be evaluated
A customized family private capital blueprint developed through the week's private family strategy sessions
A peer network of Latin American families, Kellogg faculty and regional practitioners connected to the broader U.S. private capital and innovation ecosystem

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Contact us for the further details

Speak with an Advisor

  1. Pedagogy (case method, experiential learning, coaching, simulations)
  2. Programme Objective
  3. Testimonials
  4. Brochure

Prashansa Uttam

Programme Advisor

+91 9403890085[email protected]Mon – Fri, 9am – 5pm IST

Kellogg School of Management

Executive Education Office

NA
847.467.6018
mailto:execedkellogg.northwestern.edu
https://www.kellogg.northwestern.edu
Evanston, USA

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Latin American Private Equity + Family Capital Immersion | Kellogg School of Management