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Fund forum latin america

  1. 1. The Most Prestigious Latin American Investment & Wealth Management Conference Sim Tr a by and 00 ulho o ultâ duç k y 9 o l J 0 A Mais Renomada Conferência sobre Investimento & Wealth Management na Po ne ão Bo Ju to $ 0 de $90 América Latina rtu a th up 0 E 3 té gu par 3 é a t E 3rd Annual Para a versão do ês a V a Z SA a-se MI BACK BY POPULAR DEMAND! programa em v O Tuesday 19 October 2010 português: re N sc ECO Páginas 6 e 7 In e THE BRAZIL SUMMIT O BRAZIL SUMMIT Brazil Summit: 19 October 2010 With Fiducia Asset Management, BRAM, Brazil Summit: 19 de Outubro de 2010 Votorantim Wealth Management, Gsam Main Conference: 20-21 October 2010 & Allianz Seguros and many more… Conferência Principal: 20-21 de Outubro de 2010 See p. 2 for details/ Veja a página 6 para mais informações www.icbi-fundforumlatam.com Venue: Blue Tree Towers Morumbi, Sao Paulo, Brazil New Business Strategies & Investment Solutions For Asset & Wealth Managers In Latin America Estratégias De Negócios & Soluções De Investmentos Para Asset & Wealth Managers Na América Latina Hear From Leading 60+ CEOs And Industry Experts Including: Over 60+ CEOs, CIOs, Partilhe Experiências com Mais de 60 dos Principais CEOs e Experts do Mercado, Incluindo: Investors & Other Industry DVTM INVESTORS Experts From The Following NEW NEW NEW Key Companies: • BRAM - Bradesco Asset Management • Mercatto Investimentos • Ashmore Brasil • Mercer Demosthenes M. Carlos Massaru Takahashi Marcelo Serfaty Ignacio Cerezo Luciane Ribeiro Jaime de la Barra • Brasilprev Seguros e Previdência Pinho Neto, CEO CEO Founding Partner & CEO Managing Director, CEO Brazil Founding Partner • Itaú Private Bank International ITAÚ UNIBANCO ASSET BB GESTÃO DE FIDUCIA ASSET Latin America SANTANDER ASSET COMPASS GROUP • Bb Gestão De Recursos DTVM MANAGEMENT RECURSOS DTVM MANAGEMENT PRINCIPAL GLOBAL MANAGEMENT • Moneda Asset Management • Safdie Private Banking PLUS Meet With More Key Regional Investors And Fund Buyers Including: • HSBC Global Asset Management • Convex Asset Management Encontre-se com Investidores Chave Regionais e Compradores de Fundos, Incluindo: • Advent International • Mira Capital NEW NEW NEW NEW • Claritas Wealth Management • Alliance Bernstein • Quest Investimentos • FRAM Capital • Itaú Unibanco • Constellation Asset Management Ernesto Leme Sílvio Renato Rangel Tarcísio José Massote de João Albino Winklemann Ernesto de la Fé Sylvio Murad Carolino • Citi CEO Silveira Godoy Director Managing Director & Head of dos Santos • Fama Investimentos CLARITAS WEALTH CEO President Director BRADESCO PRIVATE Latin America for Private Finance Director • Modal Asset Management MANAGEMENT FIBRA BRASILPREV SEGUROS E BANK Wealth Management ELETROS • GSAM PREVIDÊNCIA MORGAN STANLEY • Itaú-Unibanco Asset Management • FIBRA What Makes FundForum Latin America A O Que Faz Do Fundforum Latin America • CVM “Must-Attend” Event? Um Evento Imperdível? • HSBC • Towers Watson • MetLife Network with some of the leading CEOs in the region, Network com alguns dos principais CEOs da região, • MAXCAP Real Estate Investment including: ITAÚ UNIBANCO ASSET MANAGEMENT, incluindo: ITAÚ UNIBANCO ASSET MANAGEMENT, Advisors MODAL ASSET MANAGEMENT, BB GESTÃO DE MODAL ASSET MANAGEMENT, BB GESTÃO DE • Avante Financial Group • BANESPREV RECURSOS & SANTANDER ASSET MANAGEMENT RECURSOS & SANTANDER ASSET MANAGEMENT • ELETROS • Fiducia Asset Management Meet with key Investors from Latin America, including: Encontrar-se com investidores chave da América Latina, • Popular S/A SAFI ELETROS, FIBRA, CLARITAS WEALTH MANAGEMENT incluindo: ELETROS, FIBRA, CLARITAS WEALTH • Schroder Investment Management & BANESPREV MANAGEMENT & BANESPREV Brasil • Peninsula Investments Group Get up to speed with the latest economic developments Atualizar-se com os mais novos desenvolvimentos • Itacare Capital Partners • Allianz Seguros with some of the most highly regarded regional econômicos através de alguns dos mais conceituados • Votorantim Wealth Management economists from CITI, HSBC, BRAM & QUEST economistas da região, das seguintes empresas: CITI, • Santander Asset Management INVESTIMENTOS HSBC, BRAM & QUEST INVESTIMENTOS • Neo Investimentos • Compass Group Benefit from exceptional networking opportunities with Criar oportunidades únicas de networking com nossos • Leblon Equities • EPFR Global our interactive formats: CEO Lunch Tables, Speed formatos interativos: CEO Lunch Tables, Speed • Principal Global Investors Networking, Networking Roundtables & Our Online Networking, Networking Roundtables & Nosso • Copernico Capital Partners Meeting Planner, My FundForum Latin America Planejador Online de Reuniões, My FundForum Latin • BRZ Investimentos America • Pollux Capital Learn about cutting-edge investment strategies with • Vinci Partners regional CIOs: ITAÚ-UNIBANCO ASSET MANAGEMENT Saber mais sobre estratégias inovadoras de investimentos • Delta Consulting • Morgan Stanley & SAFDIE PRIVATE BANKING com CIOs regionais: ITAÚ-UNIBANCO ASSET • Bawm Investimentos MANAGEMENT & SAFDIE PRIVATE BANKING • Bradesco Private Bank Sponsors Endorsed by ICBI Elemental Chlorine Free (ECF) Paper sourced from sustainable forests Media Partners To Register: Call: +44 (0) 20 7017 7200 Fax: +44 (0) 20 7017 7807 Email: info@icbi.co.uk. For the latest programme, or to register, please visit: www.icbi-fundforumlatam.com Inscrições: Telefone: +55 11 3017 6888 Fax: + 55 11 3017 6913 Email: fundforum@ibcbrasil.com.br Website: www.informagroup.com.br/fundforum
  2. 2. w pr .icb w og i- Wednesday 20 October 2010 w Fo m dfo ra fun Tuesday 19 October 2010 r t e, rum m he ple l Global Strategies For The Latin American la ase ata The Brazil Summit te Investment Management Industry st vis .co it: m m 09.00 Chairman’s Opening Address Para a versão do programa em português: Páginas 6 e 7 SETTING THE SCENE conomic External Restrictions To The Growth Of Guest E ress 09.00 Chairman’s Opening Address Add The Latin American Economy 09.10 Determining The Effects Of The European Crisis And The Chronic Insufficiency Of Domestic Savings For The Latin American Economy Macro Economic Address Marcelo Muinhos Kfoury, Head of the Economic Research Department What Does The Future Hold For Brazil? CITIGROUP BRAZIL Analysing The Effects Of The World Cup, Olympic Games, Elections, Interest Rates 09.10 & Inflation On The Brazilian Economy & Understanding Whether There The Fund Industry Analyst Overview Is A Real Risk Of Overheating Global And Latin America Fund Flow And Allocation Trends: What Can They Tell Ana Cristina Gonçalves da Costa Boicenco, Chief Economist 09.45 Us About The Future Direction Of Regional Markets And The Latin American BRAM - BRADESCO ASSET MANAGEMENT Investment Management Industry? Brad Durham, Managing Director, EPFR GLOBAL Is Isolation A Long-Term Solution And How Should Brazil Go About Aligning Itself 09.45 With The Rest Of The World? Regulatory Update Andre Loes, Chief Economist, HSBC BANK BRASIL Understanding How Regulation Is Stimulating The Industry 10.15 Francisco José Bastos Santos Head of the Collective Investments Schemes Department Examining Economic Policy And The Growth Potential Of The Brazilian Economy COMISSÃO DE VALORES MOBILIÁRIOS (CVM) 10.15 Post Elections And Determining Who The Winners And Losers Will Be 10.45 Morning Coffee Marcelo Serfaty, Founding Partner & CEO FIDUCIA ASSET MANAGEMENT FUNDFORUM LATIN AMERICA “THOUGHT LEADERSHIP” SESSION 10.45 Morning Coffee Session I - 25mins Industry “Thought Leadership” Address Determining The Level Of Commitment Required To Succeed In Luiz Carlos Mendonça de Barros, Founding Partner, CEO & Strategist 11.15 The Distribution Business In Brazil QUEST INVESTIMENTOS Eduardo Mendes, Head of Distribution Brazil SCHRODER INVESTMENT MANAGEMENT BRASIL Session II - 25mins Guest CEO Address To What Extent Will Fund Managers Have To Rethink Their Strategies To Meet Exporting Brazil? The Challenges Of The New Industry Landscape How Can Brazilian Boutique Managers Tap Into The International Enthusiasm Carlos Massaru Takahashi, CEO, BB GESTÃO DE RECURSOS Surrounding Brazil As An Investment Destination? Paulo Veiga 11.15 Session III - 50mins 11.45 Partner & Head of Analysis, Compliance & Risk Management CEO Think Tank MERCATTO INVESTIMENTOS How Is Consolidation Impacting Banking & Asset Management Post-Crisis And Mauricio Levi, Co-Founder & Co-Portfolio Manager, FAMA INVESTIMENTOS What Can The Latin American Investment Management Industry Fabio Dall’Acqua, Managing Partner & Member of the Investment Committee Do To Take It To The Next Level? CONSTELLATION ASSET MANAGEMENT Juan Luis Rivera, Partner, MONEDA ASSET MANAGEMENT Allan Hadid, Chief Operating Officer, BRZ INVESTIMENTOS Demosthenes M. Pinho Neto, CEO, ITAÚ UNIBANCO ASSET MANAGEMENT Luciane Ribeiro, CEO Brazil, SANTANDER ASSET MANAGEMENT The Off-Shore Debate Jaime de la Barra, Founding Partner, COMPASS GROUP Determining The Obstacles Preventing The Successful Implementation Of An Andres Azicri, Founder, CONVEX ASSET MANAGEMENT Off-Shore Investment Proposition For Brazilian Investors And Discussing + “Talk Back” & Dedicated Audience Q&A Session The Measures Required For This To Change Moderated by: 13.00 Networking Lunch 12.30 Luiz Felipe Pinheiro de Andrade, Head of Market & Liquidity Risk ITAÚ UNIBANCO STREAM A STREAM C STREAM B Eduardo Camara Lopes, CEO, ASHMORE BRASIL LATIN AMERICA: NETWORKING ZONE PRODUCT INNOVATION Giuliano de Marchi, Country Head Brazil, ALLIANCE BERNSTEIN A ROADMAP FOR BEST-PRACTICE BUSINESS & FOR THE NEW ENVIRONMENT Walter Maciel, Managing Director, QUEST INVESTIMENTOS THE REGIONS INVESTMENT STRATEGIES Networking Lunch + VIP Networking Lunch Tables Credit/FIDC Funds Who’s Investing And What Can Risk The Latin American Overview These Products Add To An Management Identifying Where The Most Luis Felipe Paulo Veiga Marcelo Serfaty Mauricio Levi 14.30 Institutional And Private Portfolio? de Andrade ITAÚ 13.15 Henry Gonzalez Lucrative Opportunities Lie MERCATTO FIDUCIA ASSET FAMA For Your Latin American Business Bruno Freitas Miranda UNIBANCO FRAM CAPITAL Managing Partner INVESTIMENTOS MANAGEMENT INVESTIMENTOS MIRA CAPITAL Wealth Management Colombia EXTENDED PANEL SESSION Ernesto Leme Uncorrelating Multi-Mercado Funds Examining The Future Prospects CLARITAS WEALTH What Strategies Can Managers Use To Differentiate Their Offering In 15.00 For This Market Real Estate MANAGEMENT This Crowded Space? Carlos Estrada The Safest Long-Term Solution Henry Gonzalez, CIO, FRAM CAPITAL Head of Private Clients Or A Risky Asset? 14.30 AVANTE FINANCIAL GROUP Investment Alexandre Pavan Povoa, CEO, MODAL ASSET MANAGEMENT Pedro P. de Miranda Funds for Retail Reinaldo Holanda de Lacerda, Head of Product Founder & CEO Investors VOTORANTIM WEALTH MANAGEMENT ITACARE CAPITAL PARTNERS Carlos Massaru, BB Patrick O’Grady, Partner & Portfolio Manager, POLLUX CAPITAL Maurício Levitin DTVM Peru Identifying The Long-Term Managing Director 15.15 Is There Scope For Pension Funds To Trade Derivatives In Brazil? Opportunities In This PENINSULA INVESTMENTS Investor François Racicot, Leader Investment Consulting Brazil, MERCER 15.30 Fast-Growing Market GROUP Education Aldo Fuertes Anaya Jose Paim de Andrade Jr. Giuliano de Marchi 15.45 Afternoon Tea General Manager Partner ALLIANCE POPULAR S/A SAFI BERNSTEIN MAXCAP REAL ESTATE Examining The Growth Potential of The PGBL Space, Assessing What Opportunities INVESTMENT ADVISORS see page 3 for details This Will Have For The Domestic And Off-Shore Managers & Whether An Open-Platform Is Possible 16.00 Afternoon Tea + Speed Networking Moderated by: Adriano Koelle, Head of Distribution, GSAM Tarcísio José Massote de Godoy, President Director Chile Is Private Equity The Next Best Thing? 16.15 BRASILPREV SEGUROS E PREVIDÊNCIA How Can Chile Retain An Edge With Investment Reviewing Where The Deal Flow Is Coming From Eurico Villela, Head of Sales (Corporate Pension Plan - Family Offices & Partnerships) Managers & Smart Investors? And What The Future Holds For This Business ITAÚ UNIBANCO 16.30 Jaime de la Barra Martin Escobari Flavio Sahib, Sales Director, METROPOLITAN LIFE - METLIFE VIDA E PREVIDÊNCIA Founding Partner Partner Max Thiermann, CEO, ALLIANZ SEGUROS COMPASS GROUP ADVENT INTERNATIONAL-BRASIL Argentina Servicing The Wealthy Client Will This Ever Be Anything More Than An 17.00 Identifying The Unique Considerations When Managing Family Wealth In Brazil Off-Shore Market & What Are The Home-Grown ETFs João Medeiros, Executive Director, ITAÚ PRIVATE BANK INTERNATIONAL 17.00 Investment Opportunities Going Foward? Do ETFs Pose A Real Threat To Actively Ricardo Maxit Managed Funds? 17.30 End of Brazil Summit CIO COPERNICO CAPITAL PARTNERS 17.30 End of Day 1 To register: Call: +44 (0) 20 7017 7200 • Fax: +44 (0) 20 7017 7807 • Email: info@icbi.co.uk • Web: www.icbi-fundforumlatam.com 2 Inscrições: Telefone: +55 11 3017 6888 • Fax: + 55 11 3017 6913 • Email: fundforum@ibcbrasil.com.br • Website: www.informagroup.com.br/fundforum
  3. 3. Thursday 21 October 2010 MORE NETWORKING OPPORTUNITIES & Global Strategies For The Latin American Investment Management Industry INTERACTIVE FORMATS FOR 2010 09.00 Chairman’s Opening Address ● MyFundForum Latin America INSTITUTIONAL FUND MANAGEMENT IN THE POST CRISIS WORLD Have you ever wished that you had more time to prepare for your conference An Update On The New Regulatory experience? If your answer is yes, then we are offering you a solution: our online Framework For Pension Fund Allocation 09.10 What Can And What Can’t They Invest In And Determining The Drivers meeting planner MyFundForum Latin America. This tool will allow all registered Behind Investment Decisions? delegates to browse the attendee list, contact other delegates and set-up Alessandra Cardoso, Head of Investment Consulting Brazil, TOWERS WATSON meetings up to 2 weeks prior to the event. Now there are no excuses! Future Challenges For Latin American Pension Funds Pension Fund Examining How Pension Funds Are Accessing The Market, The Degree s ● Speed Networking Of Outsourcing In Their Investment Capabilities And The Influence Of Advisors In Their Decision Making Process The most efficient way to Network! Meet a maximum number of contacts in the 09.45 Sergio Malacrida, Partner, VINCI PARTNERS shortest space of time during the afternoon tea breaks with our “Meet The Sílvio Renato Rangel Silveira, CEO FUNDAÇÃO ITAIPU BRASIL DE PREVIDÊNCIA COMPLEMENTAR - FIBRA Industry” Speed Networking Sessions Jarbas Antônio de Biagi, CEO BANESPREV-FUNDO BANESPA DE SEGURIDADE SOCIAL Ignacio Cerezo, Managing Director, Latin America, PRINCIPAL GLOBAL INVESTORS ● TalkBack Wealth t For those delegates who are unwilling to ask a question, or for the more en Restructuring In The Wealth Management Business Managem sensitive issues, we have come up with a solution – TalkBack – allowing you to Who Is Best Qualified To Advise And Determining How Impartial The Advice Is? Otavio Vieira, Director of Investments, SAFDIE PRIVATE BANKING email your burning questions anonymously during the sessions directly to the 10.30 Ernesto Leme, CEO, CLARITAS WEALTH MANAGEMENT chairman who will incorporate them into the discussion. Georges Wachsmann, Founder & Partner, BAWM INVESTIMENTOS João Albino Winklemann, Director, ● VIP Lunch Tables BRADESCO PRIVATE BANK You will have the opportunity to get close to some of our key speakers over a 11.15 Morning Coffee relaxed lunch. Sign up for one of the following hosted tables: GLOBAL ASSET ALLOCATION STRATEGIES • Marcelo Serfaty, Founding Partner & CEO Expert Analyst Address FIDUCIA ASSET MANAGEMENT What Drives Asset Allocation Globally? Understanding How Institutions And Clients Are 11.45 Approaching Their Asset Allocation Strategies And Determining How Managers Should Respond To These Requirements • Paulo Veiga, Partner & Head of Analysis, Compliance & Risk Management Daniel Enskat, Managing Director & Head of Global Consulting, STRATEGIC INSIGHT MERCATTO INVESTIMENTOS Asset Allocation ThinkTank • Henry Gonzalez, CIO Building A Diversified Proposition For A Sophisticated Investor Overcoming The Home Bias & Creating A Portfolio To Fit A New Set Of Investment FRAM CAPITAL Criteria Post-Crisis 12.15 Paulo Corchaki, CIO, ITAÚ-UNIBANCO ASSET MANAGEMENT Sylvio Murad Carolino dos Santos, Finance Director • Mauricio Levi, Co-Founder & Co-Portfolio Manager ELETROS-FUNDACAO ELETROBRAS DE SEGURIDADE SOCIAL FAMA INVESTIMENTOS Maurício da Rocha Wanderley, Investment & Finance Director, VALIA Ernesto de la Fe, Managing Director & Regional Head Latin America Private Wealth Management MORGAN STANLEY ● Rotating Networking Roundtables 13.00 Networking Lunch A variation on the usual roundtable format, this will allow you to visit up to 3 STREAM A STREAM B tables in the space of an hour, thus maximising on your learning and networking INVESTMENT STRATEGIES FUND AND MANAGER SELECTION time. Don’t miss the chance to discuss the following topics with some of our FOR A NEW WORLD IN THE NEW ENVIRONMENT experts: Chaired by: ALFI • Risk Management: Active Vs Passive Funds Latin American Pension Funds: Luiz Felipe de Andrade, Head of Market & Liquididty Risk Which Management Strategy Will Provide A 10 Year View ITAÚ UNIBANCO Investors With The Optimum Balance Examining How Changes In The Economy Are 14.15 Affecting Pension Fund Assets, Allocations And Their Of Risk & Return? Liabilities • Wealth Management: Marcelo Mesquita Roberto Luis Troster Ernesto Leme, CEO, CLARITAS WEALTH MANAGEMENT Partner Senior Consultant LEBLON EQUITIES DELTA CONSULTING • Investment Funds For Retail Investors: Multi-Mercado Funds Fund of Funds Carlos Massaru Takahashi, CEO, BB GESTÃO DE RECURSOS DTVM What Can These Products Add To An How Has Their Selection Criteria Changed In Institutional Portfolio? The Light Of The Crisis? • Investor Education: Wagner Murgel Eduardo Marques Giuliano de Marchi, Country Head Brazil, ALLIANCE BERNSTEIN 14.50 Founding Partner Head of Fund of Funds NEO INVESTIMENTOS CLARITAS Luis Roberto Zaratin Soares Eduardo Ventura ● Dedicated Audience Q&A Time Executive Director of Fixed-Income & Hedge Funds Head of Fund of Funds BRAM – BRADESCO ASSET MANAGEMENT CITI We have noticed that the sessions are never long-enough for everyone to put (other panellists tbc) (other panellists tbc) their questions to our speakers. In response to this problem, we are setting Multi-Manager aside more dedicated time for Q&A throughout the conference day to make What Is The Future For Latin American Hedge Funds? Are Latin American Investors Prepared To Pay sure that no one misses out! Which Strategies And Markets Will Prove The For Diversification And Best Of Breed When Their 15.25 Local Markets Are Faring So Well? More Lucrative Going Forward? “Once More The Event Presented A Good Alcindo Costa Andres Azicri Head of Multimanager Founder HSBC GLOBAL ASSET MANAGEMENT Opportunity For Networking With A Very Convex Asset Management Qualified Audience. ” 16.00 Afternoon Tea & End of FundForum Latin America Wagner Murgel, Founding Partner, NEO INVESTIMENTOS “I Strongly Believe That Something Like This Was Needed In “I Was Pleased With The Result And You Were The Region And You Are Delivering It. The Quality Of The Able To Group The Main Professionals Involved People Attending The Forum Was Impressive And The With The Local Asset Management Industry. ” Opportunity For Networking Great As Well. ” Giuliano de Marchi, Country Head Brazil, ALLIANCE BERNSTEIN Florencio Menceyra, Director of the Americas, LIFETRADE To register: Call: +44 (0) 20 7017 7200 • Fax: +44 (0) 20 7017 7807 • Email: info@icbi.co.uk • Web: www.icbi-fundforumlatam.com Inscrições: Telefone: +55 11 3017 6888 • Fax: + 55 11 3017 6913 • Email: fundforum@ibcbrasil.com.br • Website: www.informagroup.com.br/fundforum 3
  4. 4. Tuesday 19 October 2010 - Brazil Summit & w pr .icb w og i- w Fo m dfo ra fun r t e, rum m Wednesday 20 October 2010 - Main Conference Day 1 he ple l la ase ata te st vis .co Giuliano de Marchi Global Strategies For The Latin American it: m m The Brazil Summit Country Head Brazil Tuesday 19 October 2010 ALLIANCE BERNSTEIN Investment Management Industry 09.00 Mr. De Marchi has been the Country Manager for AllianceBernstein since March 2003. In this position, he is responsible for the sales efforts of the company in Brazil, Chile, Wednesday 20 October 2010 Peru, Colombia and Ecuador. Previous to joining AllianceBernstein, Mr. De Marchi Chairman’s Opening Address worked at Cigna Retirement and Investment services as a sales manager. He is also a 09.00 director of the Brazilian Institute and Association of Investment Planners (IBCPF) and a 09.10 member of the IMCA, Investment Management Consultants Association. Chairman’s Opening Address Macro Economic Address Walter Maciel, Managing Director QUEST INVESTIMENTOS 09.10 SETTING THE SCENE What Does The Future Hold For Brazil? Analysing The Mr. Maciel began his professional career in 1991 at Banco Safra, as a trader at the Effects Of The World Cup, Olympic Games, Elections, Interest Equity Trading Desk. In 1995, he joined Banco Garantia (later acquired by Credit Suisse) Guest Economic Address Rates & Inflation On The Brazilian Economy & as a trader, and in 1996 he became responsible for the Equity Sales and Distribution. In 2003, Mr. Maciel left Credit Suisse to become the CEO of Trend Bank (an investment External Restrictions To The Growth Of The Latin American Understanding Whether There Is A Real Risk Of Overheating boutique), where he stayed until early 2006. Economy: Determining The Effects Of The European Crisis Ana Cristina Gonçalves da Costa Boicenco, Chief Economist And The Chronic Insufficiency Of Domestic Savings For The BRAM - BRADESCO ASSET MANAGEMENT 13.15 In 2008, Ana Cristina was elected the best economist for 2008 by the magazine Latin American Economy Investidor Institucional. Prior to her current position, she worked at BCN Alliance, which Networking Lunch + Networking VIP Lunch Tables with Marcelo Muinhos Kfoury, Head of the Economic Research eventually merged with three other companies to form what is now BRAM. She has (pre-Registration required - see p. 3 for details) Department, CITIGROUP BRAZIL worked as an economist for 25 years, including 13 as chief economist. She was a Mr. Kfoury, based in Sao Paulo, is the Head of the Economic Research Department of partner at the economic consultancy company MCM Consultores and before that she 14.30 Citigroup Brazil. He contributes to the EMA team with the coverage of economic and was the economist who attended the Treasury in Unibanco. political developments in Brazil. Prior to that, he was at the Central Bank for 13 years, 09.45 Uncorrelating Multi-Mercado Funds where he was the Director of the Economic Research Department. His team was responsible for the coordination of economic research in the three regional branches of What Strategies Can Managers Use To Differentiate Their the department, in Brasilia, Sao Paulo and Rio de Janeiro, and for the presentation of Is Isolation A Long-Term Solution And How Should Brazil Go Offering In This Crowded Space? inflation models to the Monetary Policy Committee (Copom). About Aligning Itself With The Rest Of The World? Henry Gonzalez, CIO Andre Loes, Chief Economist 09.45 FRAM CAPITAL HSBC BANK BRASIL Henry has worked in the financial market since 1984. He was involved in the formation Between 1994 and 1995 Andre was an advisor to the Foreign Trade Secretary of Brazil of BM&F and BOVESPA between 1984 and 1992. He worked for Santander between The Fund Industry Analyst Overview (Foreign Trade Department/Ministry of Industry and Foreign Trade). From 1997 to 1992 and 2006, in several capacities. As Managing Director of Santander, he was Global And Latin America Fund Flow And Allocation Trends: responsible for proprietary trading in Brazil, Latam and NY. He directed the areas of January 2000 he was Chief-economist for Banco Bozano, Simonsen. From February Asset Management, Private Banking, Brokerage and Investment Banking. What Can They Tell Us About The Future Direction Of 2000 to March 2008 he was the Brazilian Chief-economist for Banco Santander, where he also led the equity department since 2005 (equity research, brokerage house and Regional Markets And The Latin American Investment custody services). In 2008 he became a partner at FRAM Capital asset management. Alexandre Pavan Povoa, CEO Management Industry? He joined HSBC Brazil as Chief-economist in August 2008. Brad Durham, Managing Director MODAL ASSET MANAGEMENT 10.15 In 2003, Mr. Póvoa joined Grupo Modal where today he is a managing director. He used EPFR GLOBAL to be the Chief Investment Officer for ABN AMRO Asset Management in Brazil, Brad Durham is a co-founder and managing director of EPFR Global, a Boston-based firm managing around US$ 10 billion, from 1998 to 2002. Before, he had worked for Banco that tracks the fund flows and allocations of global and emerging market equity, bond and Examining Economic Policy And The Growth Potential Of Inter-Atlântico, Fundação Eletros and Banco Morgan Stanley Dean Witter in New York. money market funds with $13 trillion in total assets. Durham is also a regular commentator The Brazilian Economy Post Elections And Determining Who in the financial media on fund flows, investor sentiment and liquidity trends in global and Reinaldo Holanda de Lacerda, Head of Product emerging markets. Prior to co-founding EPFR in 1995, Durham was a financial journalist The Winners And Losers Will Be with the Hearst Corporation in Washington, D.C. Marcelo Serfaty, Founding Partner & CEO VOTORANTIM WEALTH MANAGEMENT Reinaldo has over 25 years of international career in Financial Services, Investment 10.15 FIDUCIA ASSET MANAGEMENT Banking, Asset Management and Risk. He has extensive experience in Treasury Marcelo has over 20 years of experience in capital and financial markets. He Operations, Securities and Fiduciary Services and Portfolio Management, as well as in previously worked at Bozano Simonsen and Banco Pactual. Serfaty was a Structured Finance and Capital Markets. He worked at Banco Votorantim, BankBoston Regulatory Update controlling shareholder and a member of the Executive Committee of Banco International Offshore Private Bank - Miami, BankBoston Brazil, Banco Santander Brasil Understanding How Regulation Is Stimulating The Industry Pactual, responsible for the asset management division between 1998 and 2002. He and Banco Itaú. was also responsible for the Corporate, Finance and Sales and Trading divisions from Francisco José Bastos Santos, Head of the 1992 to 1998. He began his career coordinating the areas of strategic planning and Patrick O’Grady, Partner & Portfolio Manager Collective Investments Schemes Department macroeconomic research at Banco Bozano Simonsen. POLLUX CAPITAL COMISSÃO DE VALORES MOBILIÁRIOS (CVM) Patrick joined Pollux Capital in February of 2006 as partner and portfolio manager for Francisco Santos joined the Comissão de Valores Mobiliários in 2005 and, since 10.45 Morning Coffee Global Equities. Prior to that he was a partner at Banco Pactual, where he worked for 14 September 2009, is the Head of The Collective Investments Schemes Department. years, always in equity-related areas. He began as a buy-side analyst in the emerging Previously, Mr. Santos has served as a Financial Controller at Sara Lee, a Manager at 11.15 markets investment group, then as a sell-side analyst covering Brazil, and later as head Coca Cola and Consultant at Mckinsey & Company. of equity research sales. He headed Pactual’s asset management equity team from Determining The Level Of Commitment Required To Succeed November 1998 through January 2006. 10.45 Morning Coffee In The Distribution Business In Brazil 15.15 Eduardo Mendes, Country Head of Distribution 11.15 SCHRODER INVESTMENT MANAGEMENT BRASIL Is There Scope For Pension Funds To Trade Derivatives In Brazil? Eduardo has held the position of Country Head of Distribution & Marketing since May François Racicot, Leader Investment Consulting Brazil, FUNDFORUM LATIN AMERICA 2008. He joined Schroders in 1999 as a sales and marketing manager. Before that he MERCER “THOUGHT LEADERSHIP” SESSION worked for Itaú Bankers Trust Asset Management as a sales manager for Institutional Investors. His investment career commenced in 1994 as a Relationship Manager for François provides consulting advices to Brazilian corporations and Pension Funds on a Session I -25mins broad range of issues including investment strategy and elaboration of Investment Policy, Banco Icatu working within their Private Bank Division. He worked also at Investment performance monitoring, selection of asset manager, risk management and asset-liability The Industry “Thought Leadership” Address Bank Matrix and the São Paulo Stock Exchange. modelling. François joined Mercer in 1996. He started his career gaining experience in the Luiz Carlos Mendonça de Barros Montreal and Sao Paulo retirement practices, and then spent four years working at Founding Partner, CEO & Strategist 11.45 Mercer’s International department in Paris. He returned to Mercer’s Sao Paulo office in 2008. QUEST INVESTIMENTOS Exporting Brazil? From 1985 to 1987, Mr. Mendonça de Barros served as Director of the Central Bank of Brazil, responsible for Capital Markets. In the early 1990s founded Banco Matrix, a very How Can Brazilian Boutique Managers Tap Into The 15.45 Afternoon Tea successful Investment Bank. In 1995 Mr. Mendonça de Barros left Matrix and was International Enthusiasm Surrounding Brazil As An 16.15 nominated Chairman of BNDES, the Brazilian development bank responsible for structuring the country's privatization process, including the privatization of CVRD. In Investment Destination? 1998 he was nominated Minister of Telecommunications, where he conducted the With Panellists: Examining The Growth Potential Of The PGBL Space, sector's deregulation and a $22 billion privatization process. Since 2001 Mr. Mendonça Paulo Veiga, Partner & Assessing What Opportunities This Will Have For The de Barros is Founding Partner and CEO at Quest Investimentos Ltda. Head of Analysis, Compliance & Risk Management Domestic And Off-Shore Managers & Whether An Open- Session II -25mins MERCATTO INVESTIMENTOS Platform Is Possible Guest CEO Address Mr. Veiga has over 25 years of experience in Brazilian financial markets, having held Moderated by: senior analytical, operational and risk management positions at Banco Icatu, Fininvest, To What Extent Will Fund Managers Have To Rethink Their Graphus, Banco Fonte and Texaco Brazil. Mr Veiga presided the Asset Management Adriano Koelle, Head of Distribution Strategies To Meet The Challenges Of The New Industry Committee at ANBIMA (Brazilian Securities Industry and Financial Markets Association) GSAM in the years 2008 and 2009 and coordinates de Technical Commission of AMEC Landscape (Brazilian Association of Capital Markets Investors) With Panellists Carlos Massaru Takahashi, CEO Tarcísio José Massote de Godoy BB GESTÃO DE RECURSOS Mauricio Levi, Co-Founder & Co-Portfolio Manager President Director Carlos has been a career official of Banco do Brasil for 31 years where he held positions FAMA INVESTIMENTOS BRASILPREV SEGUROS E PREVIDÊNCIA of importance in the Sao Paulo and Rio de Janeiro Regional offices, Sao Paulo corporate After working for Procter & Gamble Brazil for 2 years, Mr Levi co-founded FAMA area and High Income Unit / Private Banking of Banco do Brasil. He currently holds the Investimentos in 1993 and is responsible for political and economic analysis and Tarcísio Godoy is President Director of Brasilprev Seguros e Previdência S.A., member position of Chief Executive and Interim President of BB DTVM. portfolio management. Mr. Levi is currently a board member of Rodobens Negócios of the Management Board of Banco do Brasil since 2003; worked as Public Debt Imobiliários S.A and Portobello S.A General Coordinator and National Treasury Secretary in the Ministry of Treasury; Session III -55mins moreover, he served a term as Adjunct Secretary of Complimentary Previdence in the Ministry of Previdence and Public Welfare, positions in which he earned know-how on CEO Think Tank Fabio Dall’Acqua, Managing Partner & the financial and complimentary providence markets. How Is Consolidation Impacting Banking & Asset Member of the Investment Committee Management Post-Crisis And What Can The Latin American CONSTELLATION ASSET MANAGEMENT Eurico Villela, Head of Sales (Corporate Pension Plans - Family Prior to joining Constellation, Fabio was a Managing Director at Itaú Investment Bank in Offices & Partnerships) Investment Management Industry Do To Take It To The Next charge of the Global Institutional Investors Coverage Group. Before working at ItaúBBA, ITAÚ UNIBANCO Level? Fabio spent two years at Deutsche Bank as Head of Fixed Income and Derivatives Juan Luis Rivera, Partner covering institutional investors. Prior to his time spent at DB, Fabio worked for twelve Eurico Villela is responsible, within the segment of Corporate Pension Plan at Itaú Vida e years at Banco Garantia/Credit Suisse also covering institutional investors. Previdência, for structuring partnerships with the Financial Market (Family Offices, MONEDA ASSET MANAGEMENT Distributors and Financial Consultants), for the distribution of products / Private Pension Mr. Rivera joined Moneda in 2006, as a partner, launching and managing Moneda Funds focusing on tax and succession benefits. With over 15 years of experience in the Absolute Return strategy (onshore Chile US$185m, offshore Cayman US$60m). Prior to Allan Hadid, Chief Operating Officer, BRZ INVESTIMENTOS financial and insurance markets, he has worked for well known companies such as joining Moneda (1996-1998 & 2000-2006), he worked at Bancard, a Chilean investment Allan joined BRZ Investimentos in May 2010. Previously he served as CFO and Head of Banco Pactual, Canada Life, Icatu Hartford and Unibanco. company, which grew from US$ 250 million to US$ 1,300 million under his Investor Relations at GP Investments. From 2002 to 2006, he was the Chief Investment management. Officer of a Brazilian family office. From 2000 to 2002, he managed the international Flavio Sahib, Sales Director fund of funds and from 1998 to 2000 managed the portfolio for the former partners of Demosthenes M. Pinho Neto, CEO Banco Matrix. METROPOLITAN LIFE - METLIFE VIDA E PREVIDÊNCIA With over 18 years of experience, Mr Sahib has worked primarily in sales for large ITAÚ UNIBANCO ASSET MANAGEMENT companies and banks, such as Coca-Cola, CCF Bank, Itaú Bank, HSBC Bank and In the public sector, Demosthenes was General-Coordinator of Monetary and Financial 12.30 Citibank and 12 years focused on pension plans - private and public. He dealt with large Policy at the Ministry of Finance (under Fernando Henrique Cardoso, 1993), and Director of corporations - prospecting, negotiating and implementing pension plans - as well as the Central Bank of Brazil under Fernando Henrique Cardoso administration (1997-1999). In The Off-Shore Debate with retail, distributing mainly through banks and financial institutes, life and pension the private sector, he was an associate (1991-1993) and latter executive director of Unibanco Determining The Obstacles Preventing The Successful products. and Unibanco Asset Management (1994-1997), CEO of Dresdner Asset Management (1999- 2002) and Vice-President of Anbid and Anbima. Implementation Of An Off-Shore Investment Proposition For Brazilian Investors And Discussing The Measures Required Max Thiermann, CEO ALLIANZ SEGUROS Luciane Ribeiro, CEO Brazil For This To Change Mr Thiermann joined Allianz Group in 1989 as Financial and Strategy Director of the SANTANDER ASSET MANAGEMENT Moderated by: Chilean branch. In 1994 he was appointed CEO of Adriatica de Seguros, in Venezuela. In Luciane began her carrier on 1983 at BankBoston. In 1985 moved to Banco Safra where Luiz Felipe Pinheiro de Andrade, Head of Market & 2000 he became CEO of Colseguros, the new Allianz´subsidiary in Colombia. Since spent more than 20 years as wealth manager of shareholder's assets and on 2002 was April 2003 Max Thiermann is CEO of Allianz Seguros in Brazil. elected Executive Director for the whole Asset Management Unit. In 2006, Luciane was Liquidity Risk, ITAÚ UNIBANCO invited to take the role of CEO for Latin America of ABN AMRO Asset Management. Prior to his current position, Luiz Felipe was Managing Director for Unibanco Asset Luciane Ribeiro was chosen to assume the position of CEO of Santander Brasil Asset Management. He has also worked at Ceras Johnson and Booz Allen Hamilton. He was 17.00 Management, being responsible for the integration of both Asset Management Units also an Industrial Engineering Deptarment Professor at PUC-RJ, as well as the Finance leading an extensive process involving the operations and professionals of both banks. Department Professor at FGV. Servicing The Wealthy Client Identifying The Unique Considerations When Managing Jaime de la Barra, Founding Partner With Panellists: Family Wealth In Brazil COMPASS GROUP Eduardo Camara Lopes, CEO, ASHMORE BRASIL João Medeiros, Executive Director Jaime de la Barra is one of the founding partners and Regional Head of Business Eduardo Camara Lopes, Executive Officer and Chairman of the Investment Committee, Development for Compass Group, a Latin American investment firm. Between 1992 and joined Ashmore Group in July 2007 to build Ashmore Brasil. He has over 14 years ITAÚ PRIVATE BANK INTERNATIONAL 1996 he was a Managing Director at Santander, one of the largest financial conglomerates experience in global markets. Previously a Partner and Deputy-Treasurer of Banco ItaúBBA, in Chile, where he created the investment research and advisory unit for the group, Latin America’s largest investment bank, where he worked for 8 years in various roles 17.30 End of Brazil Summit supporting the group’s Pension Fund, Mutual Fund, Life Insurance Company and the Bank. including Head of Proprietary Global Emerging Markets Fixed Income and Head of Before that, he was a Vice President in the Corporate Finance unit of Citicorp in Chile. Derivatives Trading. To register: Call: +44 (0) 20 7017 7200 • Fax: +44 (0) 20 7017 7807 • Email: info@icbi.co.uk • Web: www.icbi-fundforumlatam.com 4 Inscrições: Telefone: +55 11 3017 6888 • Fax: + 55 11 3017 6913 • Email: fundforum@ibcbrasil.com.br • Website: www.informagroup.com.br/fundforum

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