In      26                                                                                                                ...
The Brazil Summit                                                                                                   Terça-...
Conference Day One:                                                                                                       ...
Conference Day Two                                                                                                        ...
FundForum Latam
FundForum Latam
FundForum Latam
FundForum Latam
Upcoming SlideShare
Loading in …5
×

FundForum Latam

1,381 views
1,301 views

Published on

Novas Estratégias De Negócios & Soluções De Investimentos Para Asset & Wealth Managers Na América Latina

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
1,381
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
5
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

FundForum Latam

  1. 1. In 26 sc O B re SAV cto ook The Most Prestigious Latin e va- E u ber by EC se America Investment & Wealth ON a p to 201 OM té 2 $6 2 & Management Conference IZ 6 d 00 Ea e té Ou $6 tub A Mais Importante Conferência Sobre 00 ro Investimentos & Wealth Management Na América Latina www.fundforumlatam.com New Business Strategies & Investment Solutions For Asset & Wealth Managers In Latin America Novas Estratégias De Negócios & Soluções De Investimentos Para Asset & Wealth Managers Na América Latina Hear From The Industry’s Leading Asset Management CEOs: Over 70 CEOs, CIOs, Investors and Other Industry Experts From The Following Key Companies: A Visão dos CEOs das Maiores Assets da Indústria: Mais de 70 CEOs, CIOs, Investidores e Outros Experts da Indústria das Seguintes Empresas: • Fundação Itaipu Brasil - • Claritas Wealth • W Advisors FIBRA Management • Triscorp Investimentos • Medley Global Advisors • Fundação Real Grandeza • Pragma Gestao de • Cyrela • Quest Investimentos Patrimonio • Fidelity • CVM • ALFI • Convex Asset • Metrus • Eugênio Invest Management • Equilibrio Capital • RB Capital Pedro Bastos Gustavo Murgel Luciane Ribeiro Joaquim Vieira Carlos Massaru Alec Kersman Regional Head of CEO CEO Brazil Ferreira Levy Takahashi Head Of Latin • HSBC Asset Management • Schroder Investment • BNP Paribas Latin America Itaú ASSET SANTANDER CEO CEO America & • Bresser Asset Management Brasil • Mercer HSBC GLOBAL MANAGEMENT ASSET BRAM – BB DTVM Caribbean Management • Humaita Investments • ETFGI ASSET MANAGEMENT BRADESCO PIMCO • Towers Watson • Gávea Investimentos • Hamilton Lane MANAGEMENT ASSET • Copernico Capital • Snowden Capital • HSBC Bank MANAGEMENT • Pioneer Investments Advisors • Canal do Credito - SA DVTM • Santander Asset • Neo Investimentos Confrapar S/A Management • Ocroma • Legg Mason • Itaú Asset Management • Patrinvest • Itaú Unibanco • Compass Group • XP Wealth Management • BB DTVM Meet With Key Regional Investors And Fund Buyers Including: • Alliance Bernstein • Conyers Dill & Pearman • Avenida Capital • Itaú Private Bank • Bram-Bradesco Asset Management Encontre Investidores Regionais de Grande Relevância e Compradores de Fundos que Incluem: • Strategic Insight • Fides Asset Management • Franklin Templeton • Profoturo AFP • Tweetminster Investments • Maua Sekular • BTG Pactual • AIMA Investimentos • Afina • Association Française • BRZ Investimentos • BNP Paribas de la Gestion financière • Vision Brazil Investments Securities Services (A.F.G.) • Pimco • MDO Services • Almeida Bugelli e • Latin America Alternatives • Larrainvial Valença Advogados Silvio Renato Mauricio da Eduardo Estefan Ernesto Leme Fabio Mazzeo Antonio Machado Plus! don’t miss Rangel Silveira CEO Rocha Wanderley CIO Ventura Investment Partner & Head of Wealth Chairman METRUS Portfolio Manager FUNDAÇÃO REAL Não peca também FUNDAÇÃO VALIA (tbc) Counsellor to Ultra Management GRANDEZA Tuesday November 27th/ Terça-feira, 27 de Novembro de 2012 ITAIPU BRASIL HNW Clients CLARITAS THE BRAZIL SUMMITDE PREVIDÊNCIA ITAU PRIVATE INVESTIMENTOSCOMPLEMENTAR BANK - FIBRA A One Day interactive focus on the big issues in Latin America’s biggest market. Speakers confirmed include representatives from: Special Guest Speakers Um dia inteiro de interatividade com foco nas questões mais relevantes do Convidados Especiais maior mercado da América Latina. Os palestrantes confirmados incluem representantes de: BRZ INVESTIMENTOS, Humaitá Investments, BRESSER Bernardo Wjuniski ADMINISTRAÇÃO DE RECURSOS, MEDLEY GLOBAL ADVISORS, Andrew Walker Daniel Enskat Senior Analyst Co-Founder & CIO Founding Partner BNP PARIBAS, FIL INVESTIMENTOS BRASIL LTDA. , METRUS, MEDLEY GLOBAL TWEETMINSTER ENSKAT QUEST INVESTIMENTOS, HAMILTON LANE, AllianceBernstein ADVISORS ASSOCIATES Administradora de Carteiras (Brasil) Ltda, INVESCO, Eugênio Invest, EQUILIBRIO CAPITAL, and many more Follow us on Main Conference/Conferência Principal: 28 - 29 November 2012 / 28 e 29 de Novembro de 2012 FundForum FundForumTV @FundForum Blog Brazil Summit: 27 November 2012 / 27 de Novembro de 2012 FundForum FundForum FundForum Tivoli São Paulo - Mofarrej, Sao Paulo, Brazil Latin America Global Series Global Series Endorsed by Co-Sponsors Associate Sponsors Scan with smartphone QR Reader App ICBI To register: Se você preferir ser atendido em português, por favor, contate: Tel. +44 (0) 20 7017 7200 Fax. +44 (0) 20 7017 7807 Email: info@icbi.co.uk IBC Brasil; Telefone: +55 11 3017 6888 Fax: +55 11 3017 6919 Email: fundforum@ibcbrasil.com.br For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum
  2. 2. The Brazil Summit Terça-feira, 27 de Novembro de 2012 Tuesday 27 November 2012 The Brazil Summit 09.00 Registration And Coffee 09.00 Café e Credenciamento 09:30 Chairman’s Opening Remarks 09:30 Abertura do Presidente de Mesa 09:40 Brazil Economy Update: Preparing for 2013 – Are You Ready? Economic Atualização sobre a Economia Brasileira: Preparação para 2013 – Você Está Marcelo Carvalho, Head of Latin America Economic Research, BNP PARIBAS Address 09:40 Pronto? Marcelo Carvalho, Head of Latin America Economic Research, BNP PARIBAS Monetary Policy Update: Currency, Inflation 10:10 And The Interest Rate In The Spotlight Atualização de Política Monetária: Câmbio, Inflação e Taxas de Juros em Bernardo Wjuniski, Senior Analyst, MEDLEY GLOBAL ADVISORS 10:10 Destaque Bernardo Wjuniski, Senior Analyst, MEDLEY GLOBAL ADVSIORS Manager Panel And Diversification Focus: How Is The Brazilian Asset Painel do Gestor e Foco na Diversificação: Como o Cenário do Asset Management Landscape Being Impacted By Interest Rate Changes? Management Brasileiro Está Sendo Impactado pela Redução na Taxa de Juros? And How Can Managers Add Value To Investors? E como os Gestores Podem Agregar Valor aos Investidores? • Impacts on investors risk appetite • Impactos no apetite ao risco do investidor 10:40 10:40 • Acompanhando o crescimento dos investimentos alternativos • Tracking growth in alternative investments • What crisis management plans are in place? • Quais são os planos de gestão de crise no momento? Allan Hadid, CEO, BRZ INVESTIMENTOS Allan Hadid, CEO, BRZ INVESTINMENTOS Frederico Mesnik, Founding Partner, Humaitá Investments Frederico Mesnik, Humaitá Investments Rodrigo Bresser Pereira, Founding Partner, BRESSER ADMINISTRAÇÃO DE RECURSOS Rodrigo Bresser Pereira, CEO, BRESSER ASSET MANAGEMENT 11:20 Coffee Break 11:20 Morning Coffee Oportunidades Locais x Offshore. A Indústria de Fundos Está Preparada Para Offshore Vs. Local Opportunities. Is The Funds Industry Fully Prepared For a Evolução das Oportunidades? E até que Ponto os Investidores Finais Estão Evolution Of Opportunity? And At What Stage Are End-Investors In Their Preparados para Aderir à Mudança? Preparations For Embracing Change? • Como o Brasil pode incentivar o investimento offshore? • How can Brazil incentivize offshore investing? 11:40 • Do que o investidor final realmente precisa para começar a investir offshore? • What does the end-investor actually need to start investing offshore? Pablo Anabitarte, Head of Brazil, FIL INVESTIMENTOS BRASIL LTDA. 11:40 Pablo Anabitarte, Head of Brazil, FIL INVESTIMENTOS BRASIL LTDA. Fabio Mazzeo, CEO, METRUS Fabio Mazzeo, CEO, METRUS Walter Maciel, Managing Director, QUEST INVESTIMENTOS Walter Maciel, Managing Director, QUEST INVESTIMENTOS Filipe Cerqueira Caldas, VP, HAMILTON LANE Filipe Cerqueira Caldas, VP, HAMILTON LANE Patrick di Picciotto, Managing Partner & Portfolio Manager, M SQUARE (tbc) Patrick di Picciotto, Managing Partner & Portfolio Manager, M SQUARE (tbc) Como os Asset Managers Globais Podem se Posicionar no Mercado Brasileiro? 12:30 Giuliano De Marchi, CFP®, CIMA®, Country Manager, Director, How Can Global Asset Managers Position Themselves In The Brazilian Market? AllianceBernstein Administradora de Carteiras (Brasil) Ltda Ltda 12:30 Giuliano De Marchi, CFP®, CIMA®, Country Manager, Director, AllianceBernstein Administradora de Carteiras (Brasil) Ltda 13:00 Almoço 13:00 Lunch Qual o Interesse por Debêntures Hoje no Brasil – E como elas se Comparam a 14:20 Outros Mercados de Debêntures em outros Países do BRIC? What Is The Attraction To Corporate Bonds Now In Brazil – And How Do They Jack Deino, Senior Portfolio Manager, INVESCO (convidado) 14:20 Compare With Bond Markets In The Other BRIC Countries? Jack Deino, Senior Portfolio Manager, INVESCO (tbc) Considerações da Academia 14:50 Quais São as Áreas de Demanda de Capital Ainda Não Exploradas no Brasil: New Research Address New Estimando Riscos e Retornos 14:50 What Are The Areas Of Unfilled Capital Demand In Brazil: Research Malcolm McLelland, Director – Research & Analytical Services, EQUILIBRIO CAPITAL Estimating Risk & Return Malcolm McLelland, Director – Research & Analytical Services, EQUILIBRIO CAPITAL 15:20 Destaque para os Multimercado – Qual o Apetite dos Investidores Agora? Claudia Augelli, Partner, Eugênio Invest 15:20 Multi Mercardo In the Spotlight – What Is The Appetite Now From Investors? Claudia Augelli, Partner, Eugênio Invest 15:50 Coffee Break 15:50 Afternoon Tea 16:10 Quais São os Últimos Veículos para a Diversificação Internacional? (palestrante a confirmar) 16:10 What Are Latest Vehicles For International Diversification? (speaker to be announced) Encerramento com Perguntas e Respostas com o Gestor: O Brasil Será Sempre Closing Q&A Panel: Will Brazil Ever Be The Hub For The Latin America Funds Industry? 16:40 o Centro da Indústria de Fundos da América Latina? 16:40 (palestrantes a confirmar) (speaker to be announced) 17:10 Chairman’s Closing Remarks 17:10 Considerações de Encerramento do Presidente de Mesa 17.20 End Of Brazil Summit Day 17.20 Encerramento do Brazil Summit SOCIAL MEDIA Join the virtual world of FundForum: FundForum Latin America is part of the FundForum Global Series which consists of five international events focusing on fund management. Our team have created a suite of virtual products to add to the value of your attendance at the event by enabling daily connectivity with the industry. Follow us on Twitter and To really experience C heck Out The Join The FundForum Latin America benefit from news about FundForum Latin America, you FundForum Blog LinkedIn Group the events, special offers, need to be there. For the next The Blog is regularly interesting articles and up to the minute research from best thing, try our YouTube channel for interviews, Our LinkedIn Group (FundForum Latin America) allows updated and features the industry. roundups and industry commentaries from your industry you to share ideas and expertise with your industryoriginal articles from some of our high profile guest leaders. peers at an international and regional level. Post aspeakers, our industry research and a digest of news Follow us @FundForum question/ discussion and ask for feedback to helpand views around the web. Subscribe and/or FundForumTV develop new ideas into working projects or solveadd our RSS feed to your reader . problems that have confounded your own team. To register: Se você preferir ser atendido em português, por favor, contate: Tel. +44 (0) 20 7017 7200 Fax. +44 (0) 20 7017 7807 Email: info@icbi.co.uk IBC Brasil; Telefone: +55 11 3017 6888 Fax: +55 11 3017 6919 Email: fundforum@ibcbrasil.com.br2 For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum
  3. 3. Conference Day One: Primeiro Dia: Quarta-feira, Wednesday 28 November 28 de Novembro 08.30 Registration Coffee 08.30 Café e Credenciamento 09:00 Chairman’s Opening Remarks 09:00 Abertura do Presidente de Mesa Economic Outlook: How Is The Latin American Region Faring In The Global Context Panorama Econômico: Qual a Situação da América no Contexto Global e Quanto a Crise 09:10 And How Much Has The Euro And US Crisis Impacted The Regional Outlook? 09:10 do Euro e nos Estados Unidos Impactou o Panorama Regional Fernando Honorato, Chief Economist, BRAM-BRADESCO ASSET MANAGEMENT Fernando Honorato, Chief Economist, BRAM-BRADESCO ASSET MANAGEMENT New Research On Fund Flows: How The Latin American Region Is New Nova Pesquisa sobre Fluxo de Fundos: Como a Região Latino-americana Vem 09:50 Gaining Momentum In The Global Asset Management Industry Research 09:50 Ganhando Expressão na Indústria Global de Asset Management Daniel Enskat, Founding Partner, ENSKAT ASSOCIATES Daniel Enskat, Founding Partner, ENSKAT ASSOCIATES Regulatory Focus: How Can Regulation Support The Local Industry Going Into 2013? Foco Regulatório: Como a Regulação Irá Apoiar a Indústria Local em 2013? • How to ensure a suitable liquidity management process • Como assegurar um adequado processo de gestão da liquidez • Investigating recent drives to assist offshore investing 10:30 • Investigando os incentivos recentes para apoiar o investimento offshore 10:30 • How can international investors be shown that the market is safe? • Como demonstrar aos investidores internacionais que o mercado é seguro? • Transparency issues • Desafios sobre a transparência Daniel Walter Maeda Bernardo, Head of General Management of Authorization and Register, CVM Daniel Walter Maeda Bernardo, Head of General Management of Authorization and Register, CVM 11:00 Coffee break 11:00 Morning Coffee INDUSTRY LEADERS ON THE FUTURE OF FUND MANAGEMENT LÍDERES DA INDÚSTRIA E O FUTURO DA GESTÃO DE FUNDOS a) Guest CEO Address: Session I a) Considerações do CEO Convidado: Sessão I Carlos Massaru Takahashi, CEO, BB DTVM Carlos Massaru Takahashi, CEO, BB DTVM b) Industry “Thought Leadership” Address – How To Survive And Excel In 2013? b) A Visão dos Grandes Líderes da Indústria: Como Sobreviver e se Destacar em 2013? (speaker to be announced) (palestrante a confirmar) c) CEO Boardroom Discussion: c) Na Sala de Reuniões: O que Dizem os CEO’s 11:30 Is The Investment Management Industry Prepared For The Shift In Investment Product Demand? 11:30 A Indústria de Gestão de Investimentos Está Preparada para a Mudança de Demanda de Produtos? • How interest rates are forcing innovation • New products in the pipeline • Como as taxas de juros estão forçando a inovação • Which direction are fees heading? • Novos produtos no pipeline Pedro Bastos, Regional Head of Latin America, HSBC GLOBAL ASSET MANAGEMENT • Que direção as taxas estão tomando? Gustavo Murgel, CEO, Itaú ASSET MANAGEMENT Pedro Bastos, CEO – Latin America Asset Management, HSBC ASSET MANAGEMENT Luciane Ribeiro, CEO Brazil, SANTANDER ASSET MANAGEMENT Gustavo Murgel, CEO, Itaú ASSET MANAGEMENT Joaquim Vieira Ferreira Levy, Chief Executive Officer, BRAM – BRADESCO ASSET MANAGEMENT SA DVTM Joaquim Vieira Ferreira Levy, Chief Executive Officer, BRAM – BRADESCO ASSET MANAGEMENT SA DVTM Luiz Fernando Figueiredo, Founding Partner, MAUA SEKULAR INVESTIMENTOS Luciane Ribeiro, CEO Brazil, SANTANDER ASSET MANAGEMENT Luiz Fernando Figueiredo, Founding Partner, MAUA SEKULAR INVESTIMENTOS Networking Lunch and “Off The Record” Asset Management Roundtables . Your chance to have an informal discussion with the industry’s leading figures. Almoço com Networking e Mesas Redondas sobre Asset Management “Em Off”. A sua chance para ter uma Tables are limited to 10 people and sign up is on a first come, first served basis when registering discussão informal com os maiores líderes da indústria. As mesas são limitadas a 10 participantes, mediante cadastro as an attendee to FundForum LatAm. antecipado no momento da inscrição para o FundForum LatAm. 13:00 Table 1 Table 2 Table 3 Table 4 Mesa 1 Mesa 2 Mesa 3 Mesa 4 Pedro Bastos, Regional Luciane Ribeiro, CEO Carlos Massaru Takahashi, Joaquim Vieira Ferreira 13:00 Pedro Bastos, Regional Luciane Ribeiro, CEO Carlos Massaru Takahashi, Joaquim Vieira Ferreira Head of Latin America, HSBC Brazil, SANTANDER ASSET CEO, BB DTVM Levy, CEO, BRAM – BRAD- Head of Latin America, HSBC Brazil, SANTANDER ASSET CEO, BB DTVM Levy, CEO, BRAM – BRAD- GLOBAL ASSET MANAGEMENT ESCO ASSET MANAGEMENT GLOBAL ASSET MANAGEMENT ESCO ASSET MANAGEMENT MANAGEMENT SA DVTM MANAGEMENT SA DVTM PRODUCT DEVELOPMENT ROADMAPS AROUND DISTRIBUTION STRATEGY IN THE SPOTLIGHT THE REGION MASTERCLASS DESDENVOLVIMENTO DE PRODUTOS ROADMAP MASTERCLASS EM E ESTRATÉGIA EM DESTAQUE DA REGIÃO DISTRIBUIÇÃO How To Fit Products CHILE How Is Distribution Evolving Now And How And Solutions To The Right Investors – And How Has The Asset Does Regional Distribution Stack Up Next To Management Industry CHILE What Are The Pressure On Fees Now? International Distribution? Como a Indústria de Como a Distribuição Vem Evoluindo e Como Evolved in 2012 – And Are There Any Como Adequar Produtos e Soluções ao a Distribuição Regional Irá Se Somar à Jose A. Castellano Tacoronte Lessons To Be Learnt By Her Neighbours? Martin Vogel, CEO, Asset Management Evoluiu Managing Director, Head of Iberia, North MDO SERVICES S.A., Luxembourg Investidor Certo – E Quais as Pressões em 2012 – E Quais São As Lições que Podem Distribuição Internacional? Jaime de la Barra, Partner and Senior America Offshore Latin American Markets Investment Strategist, COMPASS GROUP Wagner Murgel, Founding Partner, Sobre Taxas No Momento Atual? Ser Aprendidas por seus Vizinhos? Martin Vogel,CEO, PIONEER INVESTMENTS Alejando Larrain, Strategist, NEO INVESTIMENTOS Jose A. Castellano Tacoronte, Managing Jaime de la Barra, Partner and Senior MDO SERVICES S.A., Luxembourg 14:30 Eduardo Mendes, Country Head LARRAINVIAL Patricia Stille, 14:30 Director, PIONEER INVESTMENTS Investment Strategist, COMPASS GROUP Wagner Murgel, Founding Partner, Tomás Espinosa Ossandón, Regional Alejando Larrain, Strategist, NEO INVESTIMENTOS SCHRODER INVESTMENT XP WEALTH MANAGEMENT Eduardo Mendes, Country Head, LARRAINVIAL MANAGEMENT BRASIL Manager LATAM, ALLFUNDS BANK (tbc) Fernando Franco Franco, SCHRODER INVESTMENT Patricia Stille, Monica Cavallini, CEO, CHILEAN Tomás Espinosa Ossandón, Regional Silvia Bugelli Managing Director, MANAGEMENT BRASIL Manager LATAM, ALLFUNDS BANK XP WEALTH MANAGEMENT MUTUAL FUNDS MANAGERS Founding Partner ASSOCIATION (invited) LEGG MASON INTERNATIONAL, Silvia Bugelli (convidado) Fernando Franco Franco, Almeida Bugelli e Valença Alfonso Duval, MONEDA ASSET, Americas Founding Partner Monica Cavallini, CEO, CHILEAN Managing Director, Advogados Associados MANAGEMENT (tbc) Almeida Bugelli e Valença MUTUAL FUNDS MANAGERS LEGG MASON INTERNATIONAL, Advogados Associados ASSOCIATION (convidada) Americas Alfonso Duval, MONEDA ASSET Alternative Investments Hedge Funds: MANAGEMENT (convidado) Have Their Time Finally Come In Latin America? Investigating Partnerships Between Local COLOMBIA Investimentos Alternativos Hedge Funds: Otávio de Magalhães Coutinho Vieira, Global Firms And How Is MA Activity Partner, FIDES ASSET MANAGEMENT Tracking The Continued Growth Of This Assisting Distribution Será que Chegou a Hora deles na América Investigando Parcerias entre Empresas Luiz Felipe Andrade, Partner, PRAGMA Exciting Market And Gauging The Success Daniel Enskat, Founding Partner Latina? COLÔMBIA Regionais e Globais e Como a Atividade GESTAO DE PATRIMONIO Stories For 2013 Otávio de Magalhães Coutinho Vieira, Acompanhe o Crescimento Contínuo deste em Fusões e Aquisições Está Apoiando a 15:15 ENSKAT ASSOCIATES Gabriel Amado de Moura, Head of Michael Teich, Founder Partner, Partner, FIDES ASSET MANAGEMENT Excitante Mercado e Avalie Histórias de Institutional Investments and Fund of Funds, AVENIDA CAPITAL Ricardo Kaufmann, Executive Director, Distribuição BTG PACTUAL Luis Felipe Andrade, Partner, Sucesso para 2013 Itaú Unibanco Juan Camilo Osorio, CIO, Daniel Enskat, Founding Partner Mauricio de Chiaro, Board Member, David Godfrey-Thomas, CEO, PRAGMA GESTAO DE PATRIMONIO PROTECCION (invited) 15:15 Michael Teich, Founder Partner, ENSKAT ASSOCIATES CANAL DO CREDITO AFINA HOLDINGS LLC Gabriel Amado de Moura, Head of AVENIDA CAPITAL Ricardo Kaufmann, Executive Christen Thomson, Director of External Institutional Investments and Fund of Funds, Itaú Unibanco Juan Camilo Osorio, CIO, Director, BTG PACTUAL Affairs, AIMA Mauricio de Chiaro, Board Member, PROTECCION (convidado) David Godfrey-Thomas, CEO, AFINA 16:00 Afternoon Tea CANAL DO CREDITO HOLDINGS LLC Christen Thomson, Director of External PERU Affairs, AIMA Private Equity: What’s The Appetite Now? What Emerging And How Successful Has PE Been In The Opportunities Are Possible Now And What 16:00 Coffee Break LatAm Markets? Are Investors Looking At? How Will UCITS Play Out In The Latin Estevão Latini, Managing Director American Asset Management Space? Private Equity: Qual o Apetitie Agora? O PERU Luis M. Valdivieso Montano Private Equity Tem Sido Bem Sucedido nos Quais Oportunidades LATIN AMERICA ALTERNATIVES Presidente Margaret Harwood-Jones Como os UCITS Irão Figurar no Cenário 16:30 Mercados Latino-americanos? Emergentes São Possíveis e Onde os Christopher Meyn, Partner ASOCIACION DE AFP (tbc) Head of Client Segment, Asset Managers Latino Americano de Asset Management? GAVEA INVESTIMENTOS Alternative Investments Estevão Latini, Managing Director, Investidores Estão Focando? Aldo Lepori Cappelletti, Gerente General LATIN AMERICA ALTERNATIVES Luis M. Valdivieso Montano, Presidente, Margaret Harwood-Jones Leonardo Ribeiro, Founding Partner BNP PARIBAS SECURITIES SERVICES 16:30 Head of Client Segment, Asset Managers IACCSAC, Director, KRESE SAF Christopher Meyn, Partner, GAVEA ASOCIACION DE AFP (convidado) OCROMA ALTERNATIVE Alternative Investments INVESTMENTS Jorge Espada Salazar INVESTIMENTOS Aldo Lepori Cappelletti, Gerente General Leonardo Ribeiro, Founding IACCSAC, Director, KRESE SAF BNP PARIBAS SECURITIES SERVICES Chief Risk Officer, PROFUTORO Partner,OCROMA ALTERNATIVE Jorge Espada Salazar, Chief Risk Active vs. Passive – What’s Are The Benefits ARGENTINA How to Benefit from a Dynamic and INVESTMENTS Officer, PROFUTORO Of Active Management vs. ETFs? How To Service Clients, Vibrant Fund Industry in a (Post-) Crisis What Are Investors Looking For Environment? ARGENTINA Como Beneficiar-se de uma Indústria de 17:15 Deborah Fuhr, Partner, ETFGI Fundos Vibrante e Dinâmica em um Ambiente And What Is The Level Of Connectivity Now? Romain Guizard, International Como Atender aos Development Manager, Association Clientes, O que os Investidores Estão (Pós-)Crise? Andres Azicri, Founder Romain Guizard, International CONVEX ASSET MANAGEMENT Française de la Gestion financière (A.F.G.) Ativa x Passiva – Quais os Benefícios da Procurando e Qual o Nível de Conectividade Agora? Development Manager, Association Federico Carballo, Partner 17.30 17:00 Gestão Ativa na Comparação com os ETF’s? Andres Azicri, Founder, CONVEX Française de la Gestion financière (A.F.G.) Copérnico Capital Partners LLC Global Trends In Asset Servicing Deborah Fuhr, Partner, ETFGI ASSET MANAGEMENT 17.30 Andres Pitchon, MBA (invited) And What It Means To You Federico Carballo, Partner, Copérnico Tendências Globais Escrituração de Ativos e (speaker to be announced) Capital Partners LLC o que isso Significa para Você Andres Pitchon, MBA (convidado) (palestrante a confirmar) 18:00 Cocktail Reception for All Attendees 18:00 Coquetel para participantes e palestrantes The Fund Forum Latin America End Investor Only Dinner: Jantar FundForum Latin America Exclusivo para o Investidor Final: Family Offices, Pension Funds, Endowments and Private Clients. This is your opportunity to meet your peers from Family Offices, Fundos de Pensão, Endowments e Private Clients. Esta é a sua oportunidade para conhecer seus 19:30 around the world prior to the event and compare notes and swap ideas in a friendly, informal environment 19:30 pares do mundo todo antes do evento, comparar anotações e trocar ideias em um ambiente informal e descontraído. Hosted by Oferecido porTo register: Se você preferir ser atendido em português, por favor, contate:Tel. +44 (0) 20 7017 7200 Fax. +44 (0) 20 7017 7807 Email: info@icbi.co.uk IBC Brasil; Telefone: +55 11 3017 6888 Fax: +55 11 3017 6919 Email: fundforum@ibcbrasil.com.brFor latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum 3
  4. 4. Conference Day Two Segundo dia: Quinta-feira Thursday, November 29th 29 de Novembro 08.30 Morning Coffee 08.30 Café da manhã 09:00 Chairman’s Opening Remarks 09:00 Abertura do Presidente de Mesa CIO Panel: Diversification And The Future Of Investment Painel do CIO: A Diversificação e o Futuro do Investimento Alec Kersman, Head Of Latin America Caribbean, PIMCO Alec Kersman, Head Of Latin America Caribbean, PIMCO 09:10 Paulo E. Corchaki, CIO, ITAU ASSET MANAGEMENT 09:10 Paulo E. Corchaki, CIO, ITAU ASSET MANAGEMENT Eduardo Castro, CIO,SANTANDER BRASIL ASSET MANAGEMENT Eduardo Castro, CIO Brazil, SANTANDER ASSET MANAGEMENT Marco Aurélio Freire, Msc, VP/CIO – Fixed Income, FRANKLIN TEMPLETON INVESTMENTS Marco Aurélio Freire, Msc, VP/CIO – Fixed Income, FRANKLIN TEMPLETON INVESTMENTS New Research II: Asset Allocation Under The Spotlight: What Are The Current And Nova Pesquisa II: Alocação de Ativos em Foco: Quais são os Drivers Atuais e Previstos no 09:50 Predicted Key Drivers Of The Investment Process? 09:50 Processo de Investimento? Alessandra Cardoso, Head of Investment Consulting, TOWER WATSON Alessandra Cardoso, Head of Investment Consulting, TOWER WATSON Fundos de Pensão Latino Americanos em Foco. Como Criar um Portfólio Diversificado e Se Preparar para uma Inevitável Transformação na Estratégia de Investimento? Latin America Pension Funds In Focus. How To Create A Diversified Portfolio When Preparing For An • Como obter retornos para fundos de pensão em um momento de baixa no ciclo econômico? Inevitable Change In Investment Strategy? • Gestão de ativos e passivos e modelagem de tendências para fundos de pensão • How to obtain returns for pension funds in a low point in the economic cycle? • Ativos livres de riscos e capital para investimento de longo prazo: onde eles estão agora? • Asset liability management and modelling trends for pension funds 10:20 • Diversificação é o ponto chave • Risk free assets and equity for long terms investments: what are they now? INVESTIDORES François Racicot, Principal, MERCER • Diversification is key Silvio Renato Rangel Silveira, Director Superintendete, FIBRA EM FOCO Moderator: INVESTORS IN 10:20 François Racicot, Principal, MERCER Mauricio da Rocha Wanderley, CIO, VALIA (convidado) THE SPOTLIGHT Arlete De Araujo Silva Nese, Investment Financial Manager, BANESPREV (convidada) Panellists Antonio Machado, Portfolio Manager, Fundação Real Grandeza Silvio Renato Rangel Silveira, CEO, FUNDAÇÃO ITAIPU BRASIL DE PREVIDÊNCIA 11:10 Coffee Break COMPLEMENTAR - FIBRA Mauricio da Rocha Wanderley, CIO, VALIA (tbc) Quais Serão os Drivers para a Indústira de Gestão de Patrimônio para 2013? Arlete De Araujo Silva Nese, Investment Financial Manager, BANESPREV (tbc) • Tendências de câmbio Antonio Machado, Portfolio Manager, Fundação Real Grandeza • Taxas reais mais baixas • Governança familiar e educação para preservação do patrimônio 11:10 Morning Coffee • Quais novos procedimentos de gerenciamento de risco estão surgindo? Moderator: 11:40 Cynthia Mullock, Managing Director of Business Development General Counsel What Are The Key Drivers For The Wealth Management Industry Going Into 2013? SNOWDEN CAPITAL ADVISORS LLC • Currency trends • Lower real rates Panelistas: • Family governance and education to preserve wealth Eduardo Estefan Ventura, Investment Counsellor to Ultra HNW Clients, ITAÚ PRIVATE BANK • What risk management procedures are newly emerging? Ernesto Leme, Partner Head of Wealth Management, CLARITAS INVESTIMENTOS Moderator: Leonardo Wengrover, W ADVISORS 11:40 Cynthia Mullock, Managing Director of Business Development General Counsel SNOWDEN CAPITAL ADVISORS LLC Pensando Fora da Caixa: Reivindicando o seu Espaço no Admirável Mundo Novo: Abordagens Panellists: Estratégicas no Uso das Mídias Sociais Eduardo Estefan Ventura, Investment Counsellor to Ultra HNW Clients, ITAU PRIVATE BANK Está é uma sessão fascinante, que irá explorar o mundo das mídias sociais e nas mudanças em como os Ernesto Leme, Partner Head of Wealth Management, CLARITAS INVESTIMENTOS 12:30 consumidores e as empresas consomem e trocam informações. A sessão irá levantar uma questão importante para o mercado financeiro – entrar no mundo do Facebook ou do Twitter pode prejudicar seu negócio na mesma Leonardo Wengrover, CEO, W ADVISORS medida que não entrar? New Andrew Walker, Co-Founder CIO, TWEETMINSTER Thinking Outside Of The Box: Claiming Your Place In The Brave New World: Research Strategic Approaches To Engaging With Social Media Almoço para Todos os Participantes e Mesas Redondas “Em Off”: This fascinating session will explore the world of social networks and the changes in how consumers 12:30 A sua chance para ter uma discussão informal com os líderes da indústria. As mesas são limitadas a and companies communicate, consume and share data. It will illuminate the big question facing the finance 10 pessoas e a inscrição será feita por ordem de chegada das inscrições para o FundForum LatAm. industry – could embracing Twitter or Facebook damage your business as much as keeping quiet will? Andrew Walker, Co-Founder CIO,TWEETMINSTER 13:10 a) Estratégias em b) Foco nas Parcerias c) Diversificação de Lunch For All Delegates “Off The Record” Lunch Meetings: Mídias Sociais entre Ásia e América Latina Investimentos Your chance to have an informal discussion with the industry’s leading figures. Tables are limited to 10 people and sign up is on a first come, first served basis when registering as an attendee to FundForum LatAm. 13:10 a) Social Media b) Asia and Latin c) Investment Strategies America Partnerships In The Diversification DESDENVOLVIMENTO DE PRODUTOS FOCO EM FUNDOS E SELEÇÃO DO GESTOR Spotlight E ESTRATÉGIA EM DESTAQUE II Imobiliário na Região – Onde Estão as FUND FOCUS AND FUND MANAGER SELECTION PRODUCT DEVELOPMENT STRATEGY FOCUS II Oportunidades que Ainda Existem? 14.30 Paulo Roberto Almeida Lima, CEO, PATRINVEST Investimentos Globais e Diversificados Dani Ajbeszyc, Finance Director and Investor Relations Real Estate Across The Region – Where Are The Robert Schwob, Founding Chief Executive, Manager, CCP CYRELA COMERCIAL PROPRIETIES Key Remaining Opportunities? STYLE RESEARCH LIMITED Marcelo Michaluá , Managing Director, RB CAPITAL 14.30 Paulo Roberto Almeida Lima, CEO, PATRINVEST Style And Global Investments Marcelo José Lomba Valença, Partner, Almeida Bugelli e Dani Ajbeszyc, Finance Director and Investor Relations Robert Schwob, Founding Chief Executive, Valença Advogados Associados Manager, CCP CYRELA COMERCIAL PROPRIETIES STYLE RESEARCH LIMITED Marcelo Michalua, Managing Director, RB CAPITAL Marcelo José Lomba Valença, Partner, Almeida Bugelli e Seleção do Gestor de Fundos: O que um Valença Advogados Associados Bom Gestor Precisa Ter, aos Olhos de quem Fundos Offshore e Seu Espaço na Indústria Fund Manager Selection: What Makes A Good Seleciona o Fundo? E Como os Investidores 15:00 Latino-americana de Fundos Fund Manager In The Eyes Of A Fund Selector? Offshore Funds And Their Place In The Latin Internacionais Podem Comparar Players Locais Alan Dickson, Partner, CONYERS DILL PEARMAN 15:00 And How Do International Investors Compare American Funds Industry e Internacionais? Local And Global Players? Alan Dickson, Partner, CONYERS DILL PEARMAN Maurício Bicalho, Partner, TRISCORP INVESTIMENTOS Maurício Bicalho, Partner, TRISCORP INVESTIMENTOS Como os Procedimentos de Rating Vêm Sendo How Are Rating Procedures Applied To Fund Agribusiness Commodities Aplicados a Gestores de Fundos no Novo Agronegócio Commodities 15:30 Managers In The New Global Landscape? Amaury Junior, Chief Investment Officer, VISION (Brazil) 15:30 Amaury Junior, Chief Investment Officer, VISION (Brazil) (speaker to be announced) Cenário Global? (palestrante a confirmar) 16:00 Afternoon Tea 16:00 Coffee Break Wrap-Up Roundtable Paving The Way Forward – How Can We Create An Integrated Mesa Redonda de Encerramento e Preparação do Terreno para o Futuro – Como É Possível Criar 16:20 Platform Of Funds In Latin America? 16:20 uma Plataforma Integrada de Fundos na América Latina? (speakers to be announced) (palestrantes a confirmar) 17:00 Close Of Fund Forum Latin America 2012 17:00 Encerramento do FundForum Latin America 2012 Just some of the fund selectors who have already confirmed attendance at FFLA 2012: Alguns dos selecionadores de fundos que já confirmaram participação no FFLA 2012: RBC Wealth Management Fundação Real Grandeza XP Wealth Management PSS - Seguridade Social Fundação Itaipu Brasil De Previdência Complementar – Fibra HSBC Wealth Management Johnson Johnson do Brasil Itau Private Bank Abu Dhabi Investment Authority Horto Consultoria Financeira WM Claritas Wealth Management Latin America Alternatives W Advisors Multi Family Office Triscorp Investimentos Ocroma BNP Paribas Wealth Management Itau Unibanco (Fund of Funds) Metrus Santander (Fund Of Funds) To register: Se você preferir ser atendido em português, por favor, contate: Tel. +44 (0) 20 7017 7200 Fax. +44 (0) 20 7017 7807 Email: info@icbi.co.uk IBC Brasil; Telefone: +55 11 3017 6888 Fax: +55 11 3017 6919 Email: fundforum@ibcbrasil.com.br4 For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum

×