&      ro             by ber 0                                The Most Prestigious Latin American Investment & Wealth Mana...
The Brazil Summit: Tuesday 18 October 2011                                                                            The ...
Conference Day One: Wednesday 19 October 2011                                                                             ...
Day Two: Thursday, 20 October 2011                                                                      2º Dia de Conferên...
Fund Forum Latin America 2011
Fund Forum Latin America 2011
Fund Forum Latin America 2011
Fund Forum Latin America 2011
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Fund Forum Latin America 2011

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FundForum Latin America – A Conferência de Maior Prestigio em Asset Management e & Wealth Management na América Latina

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Fund Forum Latin America 2011

  1. 1. & ro by ber 0 The Most Prestigious Latin American Investment & Wealth Management Conference mb Keynote Guest Speaker: ok tem $60 ete 0 A Mais Renomada Conferência sobre Investimento & Wealth Management na Keynote Speaker Convidado: Bo ep to e S 60 S up d é$ América Latina th 6 t 16 AVE té 1IZE a 4th Annual S ea M Follow us on a-s NO v O cre EC BACK BY POPULAR DEMAND! Ins e Tuesday 18 October 2011 blog Pedro Simko SAATCHI & SAATCHI THE BRAZIL SUMMIT With Pictet & Cie, Banco Central Do Brasil, Itau Asset Management, UBS #FFLA11 Brazil Summit: 18 October 2011 Brasil Wealth, Towers Watson, Quest Brazil Summit: 18 de Outubro de 2011 Investimentos...and many more Main Conference: 19-20 October 2011 See p. 2 for details/ Veja a página 2 para mais informações fundforumTV Conferência Principal: 19-20 de Outubro de 2011 www.fundforumlatam.com Venue: Intercontinental Hotel, Sao Paulo, Brazil 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 Leading 90+ CEOs And Industry Experts Including: Over 90 CEOs, CIOs, Investors & Other Industry Experts From Partilhe Experiências com Mais de 90+ dos Principais CEOs e Experts do Mercado, Incluindo: The Following Key Companies: Mais de 90 CEOs, CIOs, NEW NEW NEW Investidores e Outros Experts da Indústria das Seguintes Empresas: • Alliance Bernstein • BRAM-Bradesco Asset Management • Claritas Wealth Management Demosthenes M. Alexandre Pavan Pavoa Luiz Fernando Figueiredo Antonio Gil Nievas Eduardo Castro Young Hwan Kim • Nordea Pinho Neto Former CEO Founding Partner CEO CIO Chief Investment Officer, • Compass Group CEO MODAL ASSET MAUA SEKULAR MONEDA ASSET SANTANDER BRAZIL Latin America • Goldman Sachs Asset Management SAM ITAÚ ASSET INVESTIMENTOS MANAGEMENT ASSET MANAGEMENT MIRAE ASSET GLOBAL • Mercer MANAGEMENT MANAGEMENT INVESTMENTS • Ravic Technologies • Modal Asset Management Meet With More Key Regional Investors And Fund Buyers Including: • Neo Investimentos PLUS • • Pictet & Cie (Europe) SA Quest Investimentos Encontre-se com Investidores Chave Regionais e Compradores de Fundos, Incluindo: • • Safdie Private Banking Santander Asset Management • Towers Watson • RBS Global Banking & Markets NEW NEW NEW NEW • • BNP Paribas CVM • Maua Sekular • Moneda Asset Management • Fiduciaria Corficolombiana • Convex Asset Management • Axxon Group • Actis • Schroder Investment Management Brasil • Teka Capital Ernesto Leme Otávio Vieira Eduardo Estefan Ventura Carlos Massaru Takahashi Ernesto de la Fé Renato Bacchi • Metlife Vida e Previdencia CEO Director of Investments Investment Counsellor to Ultra CEO Managing Director & Head of Latin America & • Blackrock CLARITAS WEALTH SAFDIE PRIVATE HNW Clients BB DVTM Latin America for Private Caribbean Corporate • Peruvian State Pension Fund (ONP/FCR) MANAGEMENT BANKING ITAÚ PRIVATE BANK Wealth Management Finance Manager • Euroclear MORGAN STANLEY ALCOA • Banesprev • Strategic Insight What Makes FundForum Latin America A O Que Faz Do FundForum Latin America • • Alcoa Itau Private Bank • GFIA “Must-Attend” Event? Um Evento Imperdível? • • Mirae Asset Global Investments Saatchi & Saatchi • Banco Sicredil Network with some of the leading CEOs in the region, l Network com alguns dos principais CEOs da região, • • Galt Capital KBL European Private Bankers SA • Arendt & Medernach (NY) including: ITAÚ ASSET MANAGEMENT, MODAL ASSET incluindo: ITAÚ UNIBANCO ASSET MANAGEMENT, • Arendt & Medernach (Lux) • Vision Investimentos MANAGEMENT, SCHRODER INVESTMENT MODAL ASSET MANAGEMENT, SCHRODER • Eugenio Invest • Popular S.A - Sociedad Administradora de MANAGEMENT & SANTANDER ASSET INVESTMENT MANAGEMENT & SANTANDER ASSET Fondos de Inversión MANAGEMENT MANAGEMENT • • Avenida Capital LLC BRZ Investimentos • Morgan Stanleyl Meet with key investors from Latin America, including: l Encontrar-se com investidores chave da América Latina, • • BNP Paribas Securities Services Peninsula Investments Group PERUVIAN STATE PENSION FUND, ALCOA, incluindo: PERUVIAN STATE PENSION FUND, ALCOA, • • Itaú Asset Management Cultinvest Asset Management CLARITAS WEALTH MANAGEMENT & BANESPREV CLARITAS WEALTH MANAGEMENT & BANESPREV • Triscorp Investimentos • HSBC • Advent Internationall Get up to speed with the latest economic developments l Atualizar-se com os mais novos desenvolvimentos • • Access Capital Group UBS Brasil Wealth with some of the most highly regarded regional econômicos através de alguns dos mais conceituados • Victoria Capital Management • Canal do Credito economists from RBS GLOBAL BANKING & MARKETS, economistas da região, das seguintes empresas: RBS • KLL Capital Management • BBVA HSBC, BNP PARIBAS & KLL CAPITAL MANAGEMENT GLOBAL BANKING & MARKETS, HSBC, BNP PARIBAS • Axeleratum • Profoturo AFP & KLL CAPITAL MANAGEMENTl Benefit from exceptional networking opportunities with our • • Government of Colombia Allianz Global Investors Europe interactive formats: CEO Lunch Tables, Speed l Criar oportunidades únicas de networking com nossos • • Banco Central do Brasil Religare Capital Markets • Conyers Dill & Pearman Networking, Networking Roundtables & Investor Only formatos interativos: CEO Lunch Tables, Speed Networking, • Global Edge Capital Management • RB Capital Dinner Networking Roundtables & Investor Only Dinner • LandInvest • Fundo Criatecl Learn about cutting-edge investment strategies with l Saber mais sobre estratégias inovadoras de investimentos • • Tribeca Asset Management Jereissati Participações S.A. regional CIOs: ITAÚ ASSET MANAGEMENT & SAFDIE com CIOs regionais: ITAÚ-UNIBANCO ASSET • • Crecera Finance Equilibrio Capital PRIVATE BANKING MANAGEMENT & SAFDIE PRIVATE BANKING • • Clearstream Pollux CapitalCo-Sponsors Other Sponsors Endorsed by Marketing Partners Scan with smartphone QR Reader App ICBI To register: Call +44 (0) 20 7017 7200 Fax: +44 (0) 20 7017 7807 Email: info@icbi.co.uk For the latest programme and to register: www.fundforumlatam.com
  2. 2. The Brazil Summit: Tuesday 18 October 2011 The Brasil Summit: Terça-Feira 18 de Outubro de 2011 09.00 Registration And Coffee 09.00 Credenciamento e Welcome Coffee Chairman’s Opening Remarks Abertura do Summit pelo Presidente de Mesa 09.30 Amancio Pérez, Senior Sales Manager - Institutional 09.30 Amancio Pérez, Senior Sales Manager - Institutional PICTET & CIE (EUROPE) SA PICTET & CIE (EUROPE) SA Macro Economic Update Atualização Macro Econômica 09.40 Comparing Brazil To Her Sisters In The BRIC Family 09.40 Compare o Brasil Com Suas Irmãs da Família BRIC Alexandre Andrada, Chief Economist, KLL CAPITAL MANAGEMENT Alexandre Andrada, Chief Economist, KLL CAPITAL MANAGEMENT Central Bank Update Atualização do Banco Central 10.10 Where Do We See The Currency, Inflation The Interest Rates Going Now? 10.10 Para Onde Estão Caminhando a Circulação de Moedas, a Inflação e a Taxa de Juros? Jean Marcio de Melo Jean Marcio de Melo BANCO CENTRAL DO BRASIL BANCO CENTRAL DO BRASIL Can Brazil Really Establish Itelf As Regional Funds Hub For Latin America O Brasil Poderá Realmente Estabelecer-se como o Centro Regional de And How Can She Align Herself To The Rest Of The World? Fundos Para a América Latina e Como Poderá se Alinhar a Realidade Global? 10.40 10.40 Paulo E. Corchaki, CIO, ITAU ASSET MANAGEMENT Paulo E. Corchaki, CIO, ITAU ASSET MANAGEMENT Francisco Jardim, Regional Fund Manager, FUNDO CRIATEC Francisco Jardim, Regional Fund Manager, FUNDO CRIATEC 11.20 Morning Coffee 11.20 Morning Coffee Brazil As An Asset Class O Brasil Visto Como um Asset Class What Is The International Allocation In Brazilian Portfolio? And How Can Local Managers Qual a Representatividade da Alocação Internacional Dentro do Portfólio Brasileiro? Position Themselves To Attract This Business? Como os gestores Locais Podem se Posicionar para Atrair esses Negócios? 11.40 Alessandra Cardoso, Head of Investment Consulting Brazil, TOWERS WATSON 11.40 Alessandra Cardoso, Head of Investment Consulting Brazil, TOWERS WATSON Roberto Massaru Nishikawa, Managing Director Head of Global Institutional Clients & Roberto Massaru Nishikawa, Managing Director Head of Global Institutional Clients & International Asset Management, ITAÚ ASSET MANAGEMENT Malcolm McLelland, Director - Research & Analytical Services International Asset Management, ITAÚ ASSET MANAGEMENT EQUILIBRIO CAPITAL (Brasil) Malcolm McLelland, Director - Research & Analytical Services EQUILIBRIO CAPITAL (Brasil) How Much Do Multi-Mercardo Funds Really Diversify The Portfolio? Investigating New Strategies And How To Access The International Market Quanto os Fundos Multimercados Realmente Diversificam o Portfólio? 12.20 Cláudia Augelli, Partner, EUGÊNIO INVEST Investigando Novas Estratégias e Como Acessar o Mercado Internacional 12.20 Cláudia Augelli, Partner, EUGÊNIO INVEST Wagner Murgel, Founding Partner, NEO INVESTIMENTOS Pedro Leite, President, RELIGARE CAPITAL MARKETS (Latin America) Wagner Murgel, Founding Partner, NEO INVESTIMENTOS Pedro Leite, President, RELIGARE CAPITAL MARKETS (Latin America) 13.00 Lunch 13.00 Lunch When Will Offshore Take Off? Walter Maciel, Managing Director, QUEST INVESTIMENTOS Quando os Investimentos Offshore Irão Embora? Christophe Girondel, Head of Global Fund Distribution, NORDEA Walter Maciel, Managing Director, QUEST INVESTIMENTOS 14.20 Mauricio Bicalho, Partner Christophe Girondel, Head of Global Fund Distribution, NORDEA 14.20 TRISCORP INVESTIMENTOS - MULTI-FAMILY OFFICE (Brazil) Mauricio Bicalho, Partner Alan Dickson, Partner, CONYERS DILL & PEARMAN TRISCORP INVESTIMENTOS - MULTI-FAMILY OFFICE (Brazil) Alan Dickson, Partner, CONYERS DILL & PEARMAN Blowing Bubbles How Much Longer Can The Brazilian Real Estate Story Continue? Inflando a Bolha 15.00 Michael Teich, Founder and Partner, AVENIDA CAPITAL LLC Até Quando Continuará a Estória do Real Estate Brasileiro? Mauricio de Chiaro, Angel Investor & Board Member, CANAL DO CREDITO 15.00 Michael Teich, Founder and Partner, AVENIDA CAPITAL LLC Marcelo Michaluá, Managing Director, RB CAPITAL Mauricio de Chiaro, Angel Investor & Board Member, CANAL DO CREDITO Marcelo Michaluá, Managing Director, RB CAPITAL 15.40 Afternoon Tea 15.40 Afternoon Tea Investigating Growth Of Direct Investments Into Equities And Fixed Income Funds In The Brazilian Market Investigando o Crescimento dos Investimentos Diretos em Equities e Jose Brazuna, COO - Chief Operating Officer Fundos de Renda Fixa no Mercado Brasileiro CULTINVEST ASSET MANAGEMENT Jose Brazuna, COO - Chief Operating Officer 16.00 CULTINVEST ASSET MANAGEMENT Mailson Hykavei, Executive Director - Investment Product & Services 16.00 UBS BRASIL WEALTH Mailson Hykavei, Executive Director - Investment Product & Services UBS BRASIL WEALTH Roberto Ferreira de Carvalho Dias, CEO LANDINVEST DESENVOLVIMENTO E PARTICIPAÇÕES IMOBILIÁRIAS Roberto Ferreira de Carvalho Dias, CEO LANDINVEST DESENVOLVIMENTO E PARTICIPAÇÕES IMOBILIÁRIAS Domestic Products for International Diversification Produtos Domésticos para Diversificação Internacional 16.40 16.40 Julio Carlos Ziegelmann, Managing Director of Equity Product, BM&F BOVESPA Julio Carlos Ziegelmann, Managing Director of Equity Product, BM&F BOVESPA 17.10 Chairman’s Closing Remarks 17.10 Encerramento do Brasil Summit Pelo Presidente de Mesa 17.30 End Of Brazil Summit Day 17.30 Encerramento do Brasil 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. Sign Up For The Join The FundForum Latin Follow us on Twitter and FundForum Blog America LinkedIn Group benefit from news about To really experience FundForum the events, special offers, Latin America, you need to be there. The Blog is regularly Our LinkedIn Group (FundForum Latin America) allows interesting articles and up to the minute research from For the next best thing, try our updated and features you to share ideas and expertise with your industry the industry. YouTube channel for interviews, roundups and industryoriginal articles from some of our high profile guest peers at an international and regional level. Post a You can track the event by following and including the commentaries from your industry leaders.speakers, our industry research and a digest of news question/ discussion and ask for feedback to help hashtag #FFLA11 in your tweets.and views around the web. Register for email updates or develop new ideas into working projects or solve Twitter (Follow us @FundForum) www.informaglobalevents.com/fundforumTVadd our RSS feed to your reader. problems that have confounded your own team.(http://blogs.www.fundforumlatam.com)2 To register or for more information/ Para se increver ou para mais informações Tel. +44 (0) 20 7017 7200 Fax. +44 (0) 20 7017 7807 Email: info@icbi.co.uk For latest programme or to register, please visit/ Para o programa atualizado ou para se inscrever, acesse: www.fundforumlatam.com
  3. 3. Conference Day One: Wednesday 19 October 2011 1º Dia de Conferência: Quarta-Feira, 19 de Outubro de 201108.30 Registration & Coffee 08.30 Recepção Dos Participantes E Welcome Coffee Chairman’s Opening Remarks Abertura Da Conferência Pelo Presidente De Mesa09.00 09.00 Carlos Massaru Takahashi, CEO, BB DVTM Carlos Massaru Takahashi, CEO, BB DVTM View From 30,000 Feet New Visão Sistêmica Novas Global Funds Flows And Tracking How The Latin American Asset Fluxo Dos Fundos Globais E Como O Mercado De Asset Management Pesquisas09.10 Research 09.10 Management Industry Is Evolving Latino Americano Está Evoluindo Daniel Enskat, Managing Director & Head of Global Consulting, STRATEGIC INSIGHT Daniel Enskat, Managing Director & Head of Global Consulting, STRATEGIC INSIGHT Keynote Economic Roundtable Mesa Redonda Econômica National Vs. Regional Vs. Global - Which Direction Is It Going And Nacional Vs. Regional Vs. Global - Em Que Direção Estamos Caminhando E Assessing Impacts To Your Business Quais Os Impactos Para Seu Negócio09.40 Ana Cristina Gonçalves da Costa Boicenco, Chief Economist 09.40 Ana Cristina Gonçalves da Costa Boicenco, Chief Economist BRAM-BRADESCO ASSET MANAGEMENT BRAM-BRADESCO ASSET MANAGEMENT Zeina Latif, Senior Economist Latin America, RBS GLOBAL BANKING & MARKETS Zeina Latif, Senior Economist Latin America, RBS GLOBAL BANKING & MARKETS Marcelo Carvalho, Head of Latin America Economic Research, BNP PARIBAS Marcelo Carvalho, Head of Latin America Economic Research, BNP PARIBAS Regulation In The Spotlight Regulamentação Em Destaque What Regulatory Initiatives Can We Expect Going Forward Into 2012 To Assist Quais As Iniciativas Regulatórias Podemos Esperar Para 2012 Visando10.20 The Growth Of The Latin American Funds Industry? 10.20 O Crescimento Do Mercado De Fundos Latino Americano? Daniel Walter Maeda Bernardo Daniel Walter Maeda Bernardo Head of General Management of Authorization & Register, CVM Head of General Management of Authorization and Register, CVM10.50 Morning Coffee 10.50 Morning Coffee FUNDFORUM LATIN AMERICA “THOUGHT LEADERSHIP” SESSION SESSÃO “LÍDERANÇA EM IDÉIAS” FUNDFORUM LATIN AMERICA Session I: Sessão 1: Industry “Thought Leadership” Address Discurso da Líderança da Indústria: Sessão I Desmosthenes M Pinho Neto, CEO, ITAÚ ASSET MANAGEMENT Desmosthenes M Pinho Neto, CEO, ITAÚ ASSET MANAGEMENT Session 2: Sessão 2: Guest CEO Address CEO Discurso do CEO Convidado: Sessão II CEO Carlos Massaru Takahashi, CEO, BB DVTM Focus Carlos Massaru Takahashi, CEO, BB DVTM Focus11.20 Session 3: 11.20 Session 3: CEO Think Tank: Painel de Idéias dos CEOs: Going To The Next Level Of Innovation In the Spotlight: Is The Investment Management Inovações em Destaque Para o Próximo Nível: O Mercado de Gestão Industry Prepared For The Inevitable Shift In Investment Product Demand? de Investimentos Está Preparado Para O Inevitável Aumento Na Demanda And Will It Be Able To Meet This Demand? Por Produtos Financeiros? E, Ele Será Capaz De Suprir Essa Demanda? Alexandre Pavan Pavoa, Former CEO, MODAL ASSET MANAGEMENT Alexandre Pavan Pavoa, Former CEO, MODAL ASSET MANAGEMENT Eduardo Castro, CIO, SANTANDER BRAZIL ASSET MANAGEMENT Luciane Ribeiro, CEO Brazil, SANTANDER ASSET MANAGEMENT Luiz Fernando Figueiredo, Founding Partner, MAUA SEKULAR INVESTIMENTOS Luiz Fernando Figueiredo, Founding Partner, MAUA SEKULAR INVESTIMENTOS Antonio Gil Nievas, CEO, MONEDA ASSET MANAGEMENT Antonio Gil Nievas, CEO, MONEDA ASSET MANAGEMENT Scott Epstein, Regional Head, HSBC SECURITIES SERVICES - Americas Scott Epstein, Regional Head, HSBC SECURITIES SERVICES - Americas Networking Lunch and new this year: “Off The Record” CEO Roundtables Networking Lunch e Novidades desse ano: Mesas Redondas “Off The Record” Your chance to have an informal discussion with the industry’s leading figures. 13.00 de Discussão com CEO. Sua Chance De Ter Uma Conversa Informal Com Os Líderes Da Indústria.13.00 Tables are limited to 10 people and sign up is on a first come, first served basis when registering As Mesas São Limitadas A 10 Primeiras Pessoas Que Se Inscreverem Para O FundForum LatAm. as an attendee to FundForum LatAm. DESENVOLVIMENTO DE PRODUCT DEVELOPMENT & REGIONAL MARKETS MERCADOS REGIONAIS ESTRATÉGIAS DE DISTRIBUTION STRATEGIES PRODUTOS & FOCO STRATEGY FOCUS I MASTERCLASS MASTERCLASS DISTRIBUIÇÃO ESTRATÉGICO I Construindo Seu Business na 14.30 Building Your LatAm Business América Latina Através de CHILE Evolução da Distribuição Through Innovative Strategies And CHILE Estratégias Inovadoras e Rastreando o Crescimento na 14.30 sob o Microscópio – New Product Development - What Is Tracking The Increasingly Complex Desenvolvimento de Novos Produtos Complexidade e Sofisticação do Evolving Distribution Under The Para Onde Vamos em 2012? The Most Attractive Asset Play Right And Sophisticated Environment – Qual o Asset Play Mais Atrativo da Mercado de Fundos Local. Para onde Microscope - Where Are We Eduardo Mendes Now For The LatAm Investor? Of The Local Funds Market. Where Atualidade para os os Investimentos Inteligentes Estão Heading In 2012? SCHRODER INVESTMENT Is The Smart Money Going? Investidores Latino Americanos? se Direcionando? Eduardo Mendes Giuliano de Marchi MANAGEMENT BRASIL Giuliano de Marchi SCHRODER INVESTMENT Jaime de la Barra ALLIANCE BERNSTEIN Jaime de la Barra 14.30 ALLIANCE BERNSTEIN Peterson Paz MANAGEMENT BRASIL COMPASS GROUP GOLDMAN SACHS ASSET14.30 COMPASS GROUP Christophe Girondel Peterson Paz Patrick O’Grady MANAGEMENT BRASIL Patrick O’Grady Christophe Girondel POLLUX CAPITAL NORDEA POLLUX CAPITAL GOLDMAN SACHS ASSET Flavio Sahib NORDEA Andrea Larrain MANAGEMENT BRASIL METROPOLITAN LIFE – Andrea Larrain Fernando Portella LARRAINVIAL (invited) Fernando Portella Flavio Sahib METLIFE VIDA E PREVIDENCIA LARRAINVIAL (invited) JEREISSATI PARTICIPAÇÕES S.A. Jorge Valencia JEREISSATI PARTICIPAÇÕES S.A. METROPOLITAN LIFE – Jorge Valencia Juan Antonio Barrionuevo VICTORIA CAPITAL MANAGEMENT METLIFE VIDA E PREVIDENCIA 15:10 VICTORIA CAPITAL CRECERA FINANCE COMPANY Juan Antonio Barrionuevo MANAGEMENT Desafios para Fundos de CRECERA FINANCE COMPANY 15:10 Investimentos Mundiais – O Mercado Challenges For Investment Funds Private Equity COLÔMBIA de Fundos Está Preparado Worldwide – Is The Industry Ready Até Quando a Montanha Investigando o Crescimento Para os Desafios Que Virão? Private Equity For The Challenges Ahead? Russa Poderá Continuar se Florescente dos Investidores Afluentes COLOMBIA Tilman Fechter How Much Further Can The Tilman Fechter Movimentando? em Massa da Colômbia e Como os Investigating The Flourishing CLEARSTREAM BANKING Rollercoaster Keep Rolling? CLEARSTREAM BANKING Martin Escobari Asset Management Estão se Growth In The Mass Affluent Investors ADVENT INTERNATIONAL Preparando Para Esta Nova Realidade Martin Escobari 15.15 15:35 Of Colombia And How the Asset Nicholas Wollak Juan C. Ravachi ADVENT INTERNATIONAL 15:35 Gerenciando os Desafios Operacionais Management Is Gearing Up For This AXXON GROUP RAVIC TECHNOLOGIES LLC Nicholas Wollak Managing Operational Challenges Quando Investir é uma Arquitetura15.15 Juan C. Ravachi Jonathon Bond Felipe Iragorri AXXON GROUP When Investing In An Open Aberta para a Distribuição de Fundos RAVIC TECHNOLOGIES LLC ACTIS TRIBECA ASSET MANAGEMENT Jonathon Bond Architecture For Fund Distribution Elisabeth Meyers Felipe Iragorri Diego Córdoba, TEKA CAPITAL Fuad Velesco Juri ACTIS Elisabeth Meyers EUROCLEAR TRIBECA ASSET MANAGEMENT Marco Andre Almeida, KPMG FIDUCIARIA BANCOLOMBIA Diego Córdoba EUROCLEAR Fuad Velesco Juri TEKA CAPITAL FIDUCIARIA BANCOLOMBIA 16.00 Afternoon Tea & Speed Networking Marco Andre Almeida, KPMG16.00 Afternoon Tea & Speed Networking Avaliando Como os Investidores PERU Quais as Oportunidades Emergentes Estrangeiros Podem Transpor as PERU Foreign Investors In Brazil Funds - Painel: Possíveis Neste Mercado em Barreiras Regulatórias e What Emerging Opportunities Are Current Brazil Tax Benefits And US Como os ETFs Podem Ajudar Crescimento e o Que os Investidores Fiscais na Região Possible Now In This Growing 16.30 os Investidores da América Estão Observando Atualmente? Douglas C. Harrell Panel: Tax Reporting Requirements Aldo Fuertes How Can ETFs Help The LatAm Market And What Are Investors Douglas C. Harrell Latina E Quais as Principais KPMG CAYMAN ISLANDS16.30 Looking At? POPULAR S/A SAFI Investor And What Are The KPMG CAYMAN ISLANDS Vantagens do Investimento? Julio Cepeda, KPMG BRAZIL Aldo Fuertes Guillermo Palomino Douglas Harrell, KPMG Main Benefits Of Investing? POPULAR S/A SAFI Julio Cepeda, KPMG BRAZIL Douglas Harrell, KPMG ACCESS CAPITAL GROUP Lino Martins da Silva Junior, KPMG Guillermo Palomino Lino Martins da Silva Junior, KPMG ACCESS CAPITAL GROUP Foco nos Fundos de Infraestrutura: Funds Infrastructure Focus: MÉXICO Investigando o Desenvolvimento MEXICO Investigating Developments In 17.15 Mantenha-se Informado com de Sistemas Operacionais e Novas 17.15 Keeping Up With The Increasingly Operating And Technological 17.00 Painel: Experientes Investidores Tecnológicas para a Administração17.00 Panel: Systems For The Administration de Fundos Mútuos de Fundos de Investimento Educated Mutual Fund Investors Como os UCITS Irão se How Will UCITS Play Of Investment Funds Cristian Mucherl, BBVA Cristian Mucherl, BBVA Comportar no Mercado Latino Joel Cano, AXELERATUM (Palestrante a ser confirmado) Out In The Latin Asset Joel Cano, AXELERATUM (speaker to be announced) de Asset Management? Management Space? Philippe Ricard MILA - Atualize-se Sobre a Melhores Práticas na Linha Philippe Ricard MILA - Update On The Creation Best Practice From the Frontline Of A Regional Market For BNP PARIBAS SECURITIES Criação de Um Novo Mercado de Frente da Construção de BNP PARIBAS SECURITIES Of Building Local Distribution SERVICES Regional de Ações e Fundos Redes de Distribuição Local –17.30 Stocks And Funds Networks - Do You Have The Right 17.30 SERVICES Você Possui os William Ortiz Linares Relationships In Place? William Ortiz Linares Relacionamentos Certos? FIDUCIARIA CORFICOLOMBIANA (speaker to be announced) FIDUCIARIA CORFICOLOMBIANA (Palestrante a ser confirmado)18.00 Cocktail Reception 18.00 Cocktail Reception The Fund Forum Latin America End Investor Only Dinner: Jantar de Encerramento do Fund Forum Latin America Investor Only:19.30 Family Offices, Pension Funds, Endowments and Private Clients. This is your opportunity to meet your peers from 19.30 Family Offices, Pension Funds, Endowments e Clientes Privados. Esta é a sua oportunidade de conhecer seus pares around the world and compare notes and swap ideas in a friendly, informal environment ao redor do mundo, comparar anotações e trocar idéias e experiências em um ambiente amistoso e informal Se você preferir ser atendido em português, por favor, contate: IBC Brasil; Telefone: +55 11 3017 6888 Fax: +55 11 3017 6913 Email: fundforumlatam@informagroup.com.br 3
  4. 4. Day Two: Thursday, 20 October 2011 2º Dia de Conferência: Quinta-feira, 20 de Outubro de 2011 08.30 Morning Coffee 08.30 Morning Coffee 09.00 Chairman’s Opening Remarks 09.00 Abertura da Conferência pelo Presidente de Mesa Pension Fund Allocation In Focus: What Are The Latest Regulatory Developments And Alocação de Fundos de Pensão em Foco: Quais são os Últimos Desenvolvimentos Regulatórios e 09.10 How Are They Influencing The Investment Process? 09.10 Como Estão Influenciando o Processo de Investimento? Gabriel Pellegrini, CEO, GLOBAL EDGE CAPITAL MANAGEMENT Gabriel Pellegrini, CEO, GLOBAL EDGE CAPITAL MANAGEMENT Latin American Pension Funds In The Spotlight Fundos De Pensão Latino Americanos Em Destaque Pension Fund Longevity - Are We Really Funded As We Should Be? Longevidade dos Fundos de Pensão - Realmente Estamos Sendo Financiados Como Asset Liability Management And Modelling Trends For Pension Funds, How To Create A Deveríamos? Responsabilidade dos Asset Management e Tendências de Modelos Diversified Portfolio, And Tracking The Growth Of The Independent Advisor Business para Fundos de Pensão, Como Criar um Portfólio Diversificado e Acompanhar o Moderator: François Racicot, Principal, MERCER Crescimento Através de um Advisor Empresarial Independente 09.40 Panellists: 09.40 Moderador: François Racicot, Principal, MERCER Arlete De Araújo Silva Nese, Investment and Financial Manager, BANESPREV Painelistas: Aldo Lepori, General Manager, PERUVIAN STATE PENSION FUND (ONP/FCR) Arlete De Araújo Silva Nese, Investment and Financial Manager, BANESPREV Vitor Paulo Camargo Goncalves, Planning Director, PREVI - Aldo Lepori, General Manager, PERUVIAN STATE PENSION FUND (ONP/FCR) CAIXA DE PREVIDÊNCIA DOS FUNCIONÁRIOS DO BB INVESTIMENTS Vitor Paulo Camargo Goncalves, Planning Director, PREVI - Renato Bacchi, Latin America and Caribbean Corporate Finance Manager, ALCOA CAIXA DE PREVIDÊNCIA DOS FUNCIONÁRIOS DO BB INVESTIMENTS Renato Bacchi, Latin America and Caribbean Corporate Finance Manager, ALCOA Wealth Management – Who Is Giving The Best Advice Now? Wealth Management – Quem Está Fornecendo o Melhor Conselho no Momento? Ernesto de la Fe, Managing Director & Ernesto de la Fe, Managing Director & Regional Head Latin America Private Wealth Management, MORGAN STANLEY Regional Head Latin America Private Wealth Management, MORGAN STANLEY 10.25 Otávio Vieira, Director of Investments, SAFDIE PRIVATE BANKING 10.25 Otávio Vieira, Director of Investments, SAFDIE PRIVATE BANKING Eduardo Estefan Ventura, Investment Counsellor to Ultra HNW Clients Eduardo Estefan Ventura, Investment Counsellor to Ultra HNW Clients ITAÚ PRIVATE BANK ITAÚ PRIVATE BANK Ernesto Leme, CEO, CLARITAS WEALTH MANAGEMENT Ernesto Leme, CEO, CLARITAS WEALTH MANAGEMENT 11.10 Morning Coffee 11.10 Morning Coffee Ásia em Foco Interview Asia Focus Entrevista What Is The Asian Investor Appetite For Entering Latin America? And What Are The Qual o Interesse dos Investidores Asiáticos para Iniciar seus Investimentos na América Latina? Opportunities For the Latin America Investor In Asia? E Quais as Oportunidades para os Investidores Latino Americanos na Ásia? 11.40 Daniel Enskat, Managing Director & Head of Global Consulting Daniel Enskat, Managing Director & Head of Global Consulting 11.40 STRATEGIC INSIGHT STRATEGIC INSIGHT Young Hwan Kim, Chief Investment Officer – Latin America Young Hwan Kim, Chief Investment Officer – Latin America MIRAE ASSET GLOBAL INVESTMENTS MIRAE ASSET GLOBAL INVESTMENTS Peter Douglas, Principal, GFIA (Singapore) Peter Douglas, Principal, GFIA (Singapore) Keynote Guest Speaker Keynote Speaker Convidado Lovemarks: How To Generate Loyalty Beyond Reason For Your Guest 12.30 Lovemarks: Como Gerar Fidelidade Além da Razão Para Sua Organização e Speaker 12.30 Organisation And How This Can Differentiate You From the Crowd Speaker Como se Diferenciar no Meio da Multidão Convidado Pedro Simko, Chief Marketing Officer, SAATCHI & SAATCHI Pedro Simko, Chief Marketing Officer, SAATCHI & SAATCHI Lunch For All Delegates & “Off The Record” Lunch Meetings: Almoço Para Todos os Participantes e & Encontros “Off The Record” Your chance to have an informal discussion with the industry’s leading figures. Tables are limited to 10 people and Sua change de ter uma discussão informal com os líderes da indústria. As mesas são limitadas aos 10 primeiros sign up is on a first come, first served basis when registering as an attendee to FundForum LatAm. participantes que se registrarem para participar do FundForum LatAm. Recent As Recentes Findings From The 13.10 Concluões do Comitê de 13.10 Private Equity Política Monetária – O que Excelência em Branding Ásia em Destaque Monetary Policy Committee - Branding Excellence Asia In The Spotlight Private Equity And What This Means to Your Pedro Simko Peter Douglas (speaker to Isso Significa Para Sua Pedro Simko Peter Douglas (Palestrante a Business Strategy SAATCHI & SAATCHI GFIA be announced) Estratégia de Negócio SAATCHI & SAATCHI GFIA ser confirmado) Alexandre Pundek Rocha Alexandre Pundek Rocha BANCO CENTRAL BANCO CENTRAL DO BRASIL DO BRASIL FUND FOCUS AND MANAGER SELECTION PRODUCT DEVELOPMENT & STRATEGY FOCUS II FUNDOS EM FOCO E SELEÇÃO DESENVOLVIMENTO DE PRODUTOS E DE GERENCIAMENTO FOCO EM ESTRATÉGIA II Latin American Managers Going International Gerentes Latino Americanos se Choosing The Right Vehicle For Reaching Portfolio Manager Showcase Tornando Internacionais Portfolio Manager Showcase Investors Worldwide 3 Gestores X 10 mins seguidos por um Como Escolher o Veículo Certo para 3 Managers X 10 mins followed by group discussion Everything you always wanted to know about grupo de discussão Alcançar Investidores Mundialmente Luxembourg investment vehicles Tudo o que você sempre quis saber sobre veículos Fabiano Luz (UCITS, SIF, SICAR) but were afraid to ask Fabiano Luz de investimentos de Luxemburgo (UCITS, SIF, SICAR) BANCO SICREDI 14.30 14.30 BANCO SICREDI e tinha medo de perguntar Stéphane Ries Eduardo Tkacz Stéphane Ries KBL EUROPEAN PRIVATE BANKERS S.A Eduardo Tkacz GALT CAPITAL KBL EUROPEAN PRIVATE BANKERS S.A Carine Feipel GALT CAPITAL ARENDT & MEDERNACH (New York) Carine Feipel HSBC (invited) ARENDT & MEDERNACH (New York) Michèle Eisenhuth HSBC (invited) ARENDT & MEDERNACH (Luxembourg) Michèle Eisenhuth ARENDT & MEDERNACH (Luxembourg) Real Estate In The Wider Region - A Realidade do Real Estate na América Latina – Fund Manager Selection Seleção de Gerenciamento de Fundos Is This A Safe Play? Este Investimento Pode ser Considerado Seguro? The Do’s And Don’ts Of Getting Yourself Selected O Que Fazer e o que Não Fazer Para Ser Selecionado 15.10 Maurício Levitin 15.10 Maurício Levitin Gabriel Amado de Moura Gabriel Amado de Moura PENINSULA INVESTMENTS GROUP PENINSULA INVESTMENTS GROUP ITAÚ UNIBANCO ITAÚ UNIBANCO Rafael Pinho, MORGAN STANLEY Rafael Pinho, MORGAN STANLEY 15.40 Afternoon Tea 15.40 Afternoon Tea Investment Performance And Holistic Brand - Hedge Funds – Is Investor Appetite Returning? Investment Performance And Holistic Brand - Key Features For Investors? Hedge Funds – O Interesse dos Investidores Retornou? Andres Azicri Key Features For Investors? Andres Azicri 16.00 CONVEX ASSET MANAGEMENT 16.00 Sabine Bettzüche, CEFA CONVEX ASSET MANAGEMENT Oscar Decotelli Sabine Bettzüche, CEFA Oscar Decotelli ALLIANZ GLOBAL INVESTORS EUROPE GmbH VISION INVESTIMENTOS ALLIANZ GLOBAL INVESTORS EUROPE GmbH VISION INVESTIMENTOS Allan Hadid Allan Hadid BRZ INVESTIMENTOS BRZ INVESTIMENTOS 16.30 16.30 Multimanager Vs. Fund Of Funds – Multimanager Vs. Fundo de Fundos - What Is The Appetite Now? Strategies For Market Entry In Brazil Qual o Interesse Atual? Strategies For Market Entry In Brazil 16.40 16.40 Augosto Sales, KPMG Augosto Sales, KPMG 17.00 Close Of Fund Forum Latin America 2011 17.00 Encerramento do Fund Forum Latin America 2011 Your Media Partners To register or for more information/ Para se increver ou para mais informações Tel. +44 (0) 20 7017 7200 Fax. +44 (0) 20 7017 7807 Email: info@icbi.co.uk4 For latest programme or to register, please visit/ Para o programa atualizado ou para se inscrever, acesse: www.fundforumlatam.com

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