The document details an upcoming prestigious wealth management conference in Latin America, featuring over 70 leading CEOs, CIOs, and industry experts discussing investment strategies and market trends. The event will cover economic updates, regulatory impacts, and the future of asset management, along with networking opportunities for investors and fund buyers. The conference is set to take place on November 27-29, 2012, in São Paulo, Brazil.

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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 SUMMIT
DE PREVIDÊNCIA ITAU PRIVATE INVESTIMENTOS
COMPLEMENTAR 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
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Main Conference/Conferência Principal: 28 - 29 November 2012 / 28 e 29 de Novembro de 2012 FundForum FundForumTV @FundForum
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Brazil Summit: 27 November 2012 / 27 de Novembro de 2012
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Tivoli São Paulo - Mofarrej, Sao Paulo, Brazil Latin America Global Series Global Series
Endorsed by
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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. 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
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To register: Se você preferir ser atendido em português, por favor, contate:
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2 For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum

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 por
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 3

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.br
4 For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum

5. About Your Speakers - Conheça Nossos Palestrantes
Otávio de Magalhães Coutinho Vieira Fernando Honorato Barbosa Antonio Machado
Partner Chief Economist Portfolio Manager
FIDES ASSET MANAGEMENT BRAM-BRADESCO ASSET MANAGEMENT FUNDAÇÃO REAL GRANDEZA
Mr. Vieira is partner at Fides Asset Management, responsible for internal Fernando Honorato Barbosa is currently the chief economist of Bradesco Antonio Machado is Portfolio Manager and Head Trader of Real
processes and institutional relations. He began his career as a fixed Asset Management and vice-president of the macroeconomic committee Grandeza - Fundação de Previdência e Assistência Social, the Pension
income sales trading associate. After MBA graduation with honors at Anbima. He was the former deputy chief economist of Bradesco´s Fund for Eletrobrás Furnas and Eletrobrás Eletronuclear employees, and
degree in the US, he made a transition for asset and wealth management Economics Department (2008-2011), chief economist of Bradesco one of the largest institutional investors in Brazil with US$ 5.5 billion in
services. Mr. Vieira joined Safdié Group in 2005 as Director of Investments and Head of Fund BBI Banco de Investimento from (2007-2008) and senior economist of Bradesco from 2003 assets under management. Prior to Real Grandeza, Mr. Machado was Partner and Portfolio
Advisory Services. He is also co-head of the Hedge Fund Association (Brazil chapter) and to 2007. He has 14 years´ experience in economic analysis and has published articles in Manager at Opportunity Asset Management, Bulltick LLC and Paraty Investments.
writer for the Valor Econômico. magazines, newspapers and books in Brazil and abroad. As well as his experience with
Bradesco, he has also worked for BBVA, BankBoston and Rosenberg Associados. Luiz Felipe Andrade
Ricardo Carlos Kaufman Partner
Executive Director Federico Carballo
BTG PACTUAL PRAGMA GESTAO DE PATRIMÔNIO
Partner Luiz Felipe Andrade is partner of Pragma Wealth Management. Prior
With over 15 years of experience in the Latin American financial markets,
COPERNICO CAPITAL PARTNERS LLC to Pragma, Andrade was CEO of BlackRock Brazilian unit from 2010 to
Mr. Kaufmann leads the international investor relations efforts of BTG
Federico is a partner at Copernico Capital Partners, a Greenwich-CT 2012, Managing Director for Market and Liquidity Risk at Itaú-Unibanco
Pactual Asset Management division. He has extensive experience in
based asset manager focused in Latin America. Prior to that he was Bank from 2009 to 2010 and Managing Director at Unibanco Asset
the Private Banking, Asset Management and Brokerage industries, and
partner of Compass Group LLC, where he headed the alternative assets Management.
a career that spans over major international organizations including Prudential Securities
unit overseeing hedge fund and private equity strategies. Federico is a former Managing
in Boston, Opportunity Asset Management, Bank of America in Sao Paulo, Poalim Asset
g
Management in London and, most recently, Bulltick Capital Markets in Miami. Director of Citicorp in New York where he was responsible for the Emerging Markets fixed Silvio Renato Rangel Silveira Leadin n
income trading operation. He holds a BS in economics from the Argentine Catholic University CEO P ensio
Alejandro Larrain and Masters of Science from MIT. FUNDAÇÃO ITAIPU BRASIL DE Fund
Strategist PREVIDÊNCIA COMPLEMENTAR - FIBRA
LARRAINVIAL AGF Eduardo Castro Silvio Renato Rangel Silveira is the CEO of the Fundação ITAIPU Brasil
Alejandro joined LarrainVial AGF in August 2009 to build the VICAM- CIO de Previdência Complementar - FIBRA, pension fund with US$ 1,2
Cordillera fund, the first Investment Fund domiciled in Chile with hedge- SANTANDER BRASIL ASSET MANAGEMENT billion in assets, sponsored by ITAIPU Binacional. He is member of the Board of ABRAPP -
fund like strategies. The fund is an institutional product benchmarked to a Mr. Castro is Chief Investment Officer of Santander Brasil Asset Brazilian Association of Closed Entities for Complementary Pension Funds; member of the
broad universe of Latam sovereign local currency denominated debt, and Management and oversees the management of more than $ 60 billion National Technical Committee of Investments of ABRAPP; and the president of PREVIPAR
is currently in the process being replicated offshore though a SICAV structure. From 2007 to - Association of Pension Funds of Paraná.
in Brazilian related investment funds. He joined Santander Asset
2008 Alejandro was part of the Risk Modelling team in Banque Populaire in France. Management as Head of Fixed Income, in August 2007 with the acquisition of ABN AMRO’s
subsidiary in Brazil by Santander Group. With more than 18 years of experience, Mr. Castro Frederico Mesnik
Amaury Junior began his career being responsible for trading and asset modeling at OptiRisk Investment Founding Partner
Founding Partner and CIO Fund, an emerging markets fund management firm HUMAITÁ INVESTIMENTOS
VISION BRAZIL INVESTMENTS After numerous assignments in the financial services industry, Frederico
g
Amaury holds a PhD from MIT in Engineering and Applied Mathematics Fabio Mazzeo Leadin n worked at Banco Pactual in Investment Banking, covering large
and an MSc and BSc from PUC Rio. Prior to Vision Brazil Investments,
Chairman Pensio companies in retail, construction, textile, oil and petrochemical industries.
his professional experience included: (1) Founding Partner and CIO Fund In 2005 he founded Humaita Investimentos. Frederico has a Business
of Capitania Asset Risk Management; (2) Managing Director, Head METRUS Administration degree from Fundação Armando Alvares Penteado (FAAP) and a Masters in
Trader, and Treasurer for Bank of America in Brazil; (3) Head of Brazilian FX and Derivatives The Economist Fábio Mazzeo is a specialist in Business Administration (MBA) with majors in finance and strategy from London Business
Market Making and Head of Brazilian Fixed Income at JP Morgan in Brazil; (4) G7 Proprietary Social Security, retirement plans and health care. For 16 years he has School (LBS) and an extension from University of Chicago.
Trading, Mortgage Backed Securities Strategy, Derivatives and Advanced Technology been the President of Metrus - Instituto de Seguridade Social. He is
Research at JP Morgan in New York; and (5) consultant in mathematical modeling and a former Regional Southwest Director and Financial Director of Associação Brasileira das
numerical algorithms for Thinking Machines Corporation, a US supercomputer manufacturer,
Gustavo Murgel
Entidades Fechadas de Previdência Complementar (ABRAPP) – the most important Brazilian
and for several large US oil and gas companies closed pension fund organization. Since 2009 has been part of the Board of Councilors of Chief Executive Officer
União Nacional das Instituições de Autogestão em Saúde (UNIDAS) – Brazilian closed health ITAÚ ASSET MANAGEMENT
Alec Kersman care institutions organization. Gustavo Murgel, Chief Executive Officer of Itaú Asset Management,
joined the firm in April, 2012. Prior to joining Itaú, Mr. Murgel was a
Senior VP – Latin America Caribbean Founding Partner of FRAM Capital, serving as Chief Executive Officer
PIMCO Leonardo Ribeiro of FRAM Capital for over 5 years. From 1990 to 2006, Mr. Murgel held
Mr. Kersman is a senior vice president in the New York office and head Founding Partner several managerial positions at Grupo Santander.
of PIMCO’s Latin America and Caribbean business. Prior to joining OCROMA ALTERNATIVE INVESTMENTS
PIMCO in 2005, he worked at BBVA’s pension fund in Argentina where
he focused on product and business development. He has 10 years of
Leonardo is a founding partner of Ocroma, an asset management and Paulo Roberto Almeida Lima
advisory firm which raised Brazil’s first private equity fund-of-funds. He CEO
investment experience and holds a J.D. degree from the University of Buenos Aires, Argentina
has also acted as a private equity advisor for institutional investors and
and an MBA from Harvard Business School. Mr. Kersman was a member of the Firm’s
development finance institutions (DFIs). Working within private equity since 2002, he has PATRINVEST
Emerging Markets Economic Forum Team for two years and current responsibilities include In May 2007, Paulo Roberto founded Patrinvest, aiming the company’s
supervision for regional client servicing, business development and strategic distribution become a specialist in the Latin American market, with over fifteen publications, including the
authoritative text on the subject. work at the real estate structured finance segment and, since then, the
relationships. He currently serves as the legal representative for PIMCO in Colombia and company has sold over $1 b in SLB, BTS projects as well as income
Director of PIMCO Latin America Administradora de Carteiras Ltda, PIMCO’s legal entity in generator estates. Prior to this, Paulo worked for 10 years as Bamberg’s
Brazil. Christopher Meyn head of corporate affairs, where he was responsible for negotiations of over 350,000 square
ary
Monet y Partner meters of industrial and commercial areas for big corporations.
Bernardo Wjuniski lic
Po t GÁVEA INVESTIMENTOS
Senior Analyst Exper Joined Gávea Investmentos in January 2006 and is the Partner Rodrigo Bresser Pereira
MEDLEY GLOBAL ADVISORS responsible for the day-to-day management of the Gávea Investment Founding Partner
Bernardo Wjuniski is a Senior Analyst for Latin America at MGA. Based Funds (Private Equity) Group. Previously, Christopher served as a BRESSER ADMINISTRAÇÃO DE RECURSOS
in Sao Paulo, Mr. Wjuniski joined MGA in 2011 after working as a Senior Managing Director and Investment Committee member for Latinvest Asset Management and Portfolio Manager. Founder-partner of Bresser Administração de
Macro Analyst in the economics consultancy Tendencias Consultoria its US-based parent, Globalvest Management Company, one of the largest independent asset Recursos Ltda. Formerly partner at Banco Matrix S.A., 1996 to 2001.
Integrada, where he covered monetary policy, inflation and economic managers with a focus on value investing in Latin American equities. He currently participates Formerly consultant at McKinsey Co., 1992 to 1996. Holds a MBA
activity in Brazil. Mr Wjuniski has a Master degree in Economic History from the London on boards and committees of Multiterminais, Grupo Santillana, Azul Airlines, Odebrecht degree from University of Michigan in 1992. Holds a master’s degree
School of Economics (LSE), where he wrote a dissertation on the political economy of fiscal Realizações, CPMBraxis, Hermes Pardini, The Worldfund and the American School of Rio (latu sensu) from Fundação Getúlio Vargas, São Paulo in 1989 with specialization in
policy in Brazil, and a B.A degree in Economics from Getulio Vargas Foundation (FGV-EESP). de Janeiro. macroeconomics.
He is also a visiting professor in FGV-EESP, teaching undergraduate courses in Brazilian
Economic History and Macroeconomics.
Estevao Latini Luiz Fernando Figueiredo
David Godfrey-Thomas Co-Founder and Managing Director of Latin America Founding Partner Private
LATIN AMERICA ALTERNATIVES Equity
CEO MAUA SEKULAR INVESTIMENTOS Guru
AFINA HOLDINGS LLC Alternatives, private equity fund of funds firm located in Needham, MA Luis is a Founding-partner and CIO and
David Godfrey-Thomas is Chief Executive Officer of AFINA Holdings and Rio de Janeiro, focused in provide local opportunities in infrastructure responsible for the allocation committee. He was
LLC, a diversified financial services company with specialized trading and middle market to international investors. Prior to launching Latin also a Founding-partner of Gávea Investimentos and Former Deputy
focus in Latin America. David’s responsibilities at AFINA include the America Alternatives Mr. Latini was the private equity Portfolio Manager at Petrobras Governor for Monetary Policy at Central Bank of Brazil, responsible for
design and execution of the strategic vision on the Company and Retirement System, responsible for R$ 2.5 billion in Brazilian private equity funds focused in open market, banks, payment system and currency departments. Former Partner and Head
new market and product development. David has served as consultant for a division of the infrastructure and growth capital. of Proprietary Trading at Banco BBA; Has occupied positions as a director at Banco Nacional
Organization of American States in Costa Rica and Central America and has managed and JP Morgan trading currencies, commodities and equities; Former President of AMEC
business development in Mexico, Central and South America for corporations in the aviation, (Capital Markets Investors Association); Director of ANBIMA. Two times Master category vice
Pedro Bastos champion of the Water Polo World Championship; B.A in Business from FAAP - Sao Paulo.
automotive and financial services sectors.
Regional Head of Latin America
Leonardo Wengrover HSBC GLOBAL ASSET MANAGEMENT Alan Dickson
CEO Pedro joined HSBC in October 2006 as CEO for HSBC Global Asset Partner
Management - Brazil. In March 2011 Pedro Bastos has been appointed
W ADVISORS MULTI FAMILY OFFICE Regional Head Global Asset Management, Latin America. Before
CONYERS DILL PEARMAN
Leonardo founded W Advisors, a Multi Family Office serving 30 families Alan is based in Conyers Dill Pearman’s São Paulo office, where he
joining HSBC, Pedro worked at Unibanco since 1995 spending the last 3 years in their
in Rio Grande do Sul and Santa Catarina in 2005. Before that, Leonardo advises on a wide range of corporate and commercial matters including
asset management division, responsible for equity, hedge fund and credit analysis. He is the establishment of offshore investment funds, capital markets and
was responsible for establishing and developing Wealth Management
also a Director at ANBIMA (Financial Institutions Association of Brazil) and AMEC (Minority private equity. He has acted for a number of publicly listed companies
Offices for three different banks in Southern Brazil.
Shareholders Association of Brazil). in connection with their offshore redomiciliation and capital restructuring. Alan has advised
Filipe Cerqueira Caldas extensively in connection with the establishment of onshore and offshore private equity and
VP Pablo Anabitarte venture capital funds, takeovers, mergers and acquisitions, and compliance with onshore and
Head offshore securities laws.
HAMILTON LANE
Filipe is a Vice President in Hamilton Lane’s Relationship Management FIL INVESTIMENTOS BRASIL LTDA
department, based in the Rio de Janeiro office. Prior to joining Hamilton Pablo joined Fidelity Worldwide Investors in May 2000 working in the José Castellano
Lane, Filipe worked at Capital Dynamics in the Business Development Iberia market. He has been in charge of the opening of the FIL Brazil Managing Director, Head of Iberia, North America Offshore Latin
team and in the Investment Solutions team at Partners Group. He operations since July 2011. Previously he served as Portfolio Manager, American Markets
previously worked at Atrium Investimentos and also has held positions at UBS, Deutsche Head of Equities for BBVA Pension Funds from 1996 to 2000. He also
worked in ABN Amro and Argentaria as an Equity Sales Trader.
PIONEER INVESTMENTS
Bank and Merrill Lynch. José Castellano joined Pioneer Investments in Madrid in 2001 as Senior
Sales Manager. In this role he shared responsibility for the successful
Martin Vogel Paulo E. Corchaki organisation of the business in Spain, substantially increasing AUM. José began his
CEO Chief Investment Officer professional career in 1983 at Banco Popular, Madrid as a Foreign Exchange Trader. In 1984,
MDO SERVICES S.A., Luxembourg ITAÚ ASSET MANAGEMENT José became Executive Director of Morgan Stanley, Madrid.
Martin Vogel is a Swiss attorney-at-law and an alumni of IMD and Paulo is the chief investment officer of Itaú Asset Management and has
INSEAD. After having worked as a lawyer specialized in the areas of been a director of the firm since 2006. Prior to joining Itaú, he spent over Allan Hadid, Chief Executive Officer, BRZ INVESTIMENTOS
banking and finance law, he joined Bank Julius Baer Co. Ltd. in 1996, four years at HSBC, where he was a director responsible for portfolio Prior to joining BRZ, Allan served as CFO and Head of Investor Relations at GP Investments.
where his most recent role was Managing Director and Member of the management and investment strategy in that institution’s Brazilian asset From 2002 to 2006, he was the Chief Investment Officer of a Brazilian family office. From 2000
Executive Management Committee of Julius Baer Asset Management in Zurich. He left the management and private banking division. He has over 20 years of asset management to 2002, he managed the international fund of funds and from 1998 to 2000 managed the
Julius Baer Group in 2008 to pursue his own professional career. Martin is currently CEO, experience. Paulo holds a bachelor´s degree in electrical engineering from the Catholic portfolio for the former partners of Banco Matrix. Allan holds a degree in economics from PUC-
Board Member and large shareholder of MDO Services S.A., Luxembourg, one of the largest University of Rio de Janeiro (PUC-RJ) and an MBA in finance from the IBMEC Business Rio de Janeiro and is a CFA charter holder.
independent substance and service providers for Luxembourg investment funds. School in São Paulo.
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 5

6. About Your Speakers - Conheça Nossos Palestran
Dani Ajbeszyc Jaime de la Barra n Walter Maciel
Chilea t
Finance Director and Investor Relations Manager Partner and Senior Investment Strategist Marke Managing Director
CCP CYRELA COMERCIAL PROPRIETIES COMPASS GROUP Guru QUEST INVESTIMENTOS
Mr. Dani is finance director and investor relations manager at the Company Jaime de la Barra is one of the founding partners and Mr. Maciel began his professional career in 1991 at Banco Safra, as a
since its creation, in 2007. Dani has a degree in Business Administration Regional Head of Business Development for Compass Group, a Latin trader at the Equity Desk. In 1995, he joined Banco Garantia (later acquired
and a post-graduation in Finance. He was Administration and Finance American investment firm. Between 1992 and 1996 he was a Managing by Credit Suisse) at Equity Sales and Distribution. In 2003, Mr. Maciel left
Manager at Malharia UCLA from 1999 to 2000 and then joined Accenture as Financial Director at Santander, one of the largest financial conglomerates in Chile, where he created Credit Suisse to become the CEO of Trend Bank (an investment boutique)
Consultant from 2000 to 2003. In 2003, joined Cyrela as Financial Project Manager and, in 2005, the investment research and advisory unit for the group, supporting the group’s Pension Fund, where he stayed until June 2006. In August, Mr. Maciel joined Quest Investimentos as Managing
became Investor Relations Manager until April 2007. Mutual Fund, Life Insurance Company and the Bank. Before that, he was a Vice President in the Partner. Mr. Maciel holds a BS degree in Economics from Pontifícia Universidade Católica -
Corporate Finance unit of Citicorp in Chile. PUC-RJ.
Carlos Massaru Takahashi Mauricio Bicalho Ernesto Leme
CEO Partner CEO
BB DTVM TRISCORP INVESTIMENTOS CLARITAS WEALTH MANAGEMENT
Mr. Takahashi has 36 years of professional experience in Banco do Mr. Bicalho is a founding partner of Triscorp (in 2003), responsible for Ernesto started his career at Citibank, then at Banco Matrix, where he
Brasil and has been with BBDTVM since 2007. He is responsible for the investment advisory services (asset allocation, manager selection, etc.), became a Partner in 1996. In 1998 he moved to New York and joined DLJ
areas of Corporate Governance, Asset Management, Research and and member of the Executive Committee. Mauricio has over 17 years of (Donaldson, Lufkin Jenrette) as the Head Trader for the firm´s proprietary
Analysis (macro-microeconomic, credit and fundamentals), Distribution of Investment Funds investment management experience. From 2001 to 2003 as Director of Private Wealth Services position in the Brazilian market. He then transferred to Goldman Sachs
for all clients segments of Banco do Brasil, Development of International Business (partnership at Merrill Lynch (Brazil), active investment, advisory to ultra high net worth clients and their International where he was an Executive Director for Wealth Management in the London, Zurich
strategies, distribution of products and portfolio development), Development and Improvement officers, and also as Deputy Market Leader for Brazil. and Geneva branches. In 2005, after 8 years living abroad, he returned to Brazil and joined UBS
of the portfolio of Funds, Marketing and Competitive Intelligence, Custody, Control, Accounting Pactual where he was an Executive Director and Desk Head of the Wealth Management Key
and Processes, Compliance of Rules and Regulations and for Information Technology and Clients team, before joining Claritas.
Marcelo Carvalho mic
Operational Support.
Head of Latin America Economic Research Econo er
Le ad Daniel Walter Maeda Bernardo tor
Gabriel Amado de Moura BNP PARIBAS Head of General Management of Regula ss
Head of Institutional Investments and Fund of Funds
Marcelo has been at BNP Paribas since 2010. He
Authorization Register A ddre
coordinates the team of Latin America economists based in São Paulo,
Itaú Unibanco Buenos Aires and New York. His focus is on Brazil, providing forecasts, CVM
Gabriel Amado de Moura is an associate partner at Itaú Unibanco and analysis and views on the economy. He supports the trading desk, interacts with investors and Daniel Bernardo joined the Comissão de Valores Mobiliários in 2005 and,
has more than 15 years of experience in investment management. the press, in Brazil and abroad. Previous assignments have included Chief Economist (Brazil) at since September 2009, has been the Assistant Director of The Collective
Currently, Gabriel is responsible for managing more than R$70 billion in Investments Schemes Department, with regard to registration and
Morgan Stanley, and also the IMF.
investments from Insurance, Endowments, Foundations and Pension Plans from Itaú Unibanco’s authorization issues. Previously, Mr. Bernardo served as an analyst at Caixa Economica Federal
and as a surveyor at Tribunal de Contas do Estado de São Paulo.
Conglomerate. He also acts as Chief Investment Officer of Fundação Itau Unibanco and Alessandra Cardoso
member of the Board of Directors of Livraria Cultura, MASB Desenvolvimento Imobiliário, Grupo
Head of Investment Consulting Brazil Aldo Lepori Cappelletti
GPS and Grupo Editorial Nacional. Previously, Gabriel worked as Principal at Itaú Unibanco’s
proprietary mergers and acquisitions group. He was also head of fixed income and multimercado TOWERS WATSON Gerente General IACCSAC, Director
funds at Banco Bilbao Vizcaya Argentaria and portfolio manager for fixed income funds at Itaú After living for a period in London, Alessandra has started working as a KRESE SAF
Bankers Trust. consultant in risk management, with VaR, stress test and asset allocation
modeling. She specializes in the pension funds market, focusing on
l
Speciat investment policies, risk and return evaluation, Asset and Liability
Andrew Walker Gues r Management, besides presenting many courses and training to pension fund boards. Alessandra
e
Co-Founder Speak has worked for seven years as a project manager in a private pension company specializing in Arlete De Araújo Silva Nese
developing solutions for financial market and consulting services for pension funds.
TWEETMINSTER Investment and Financial Manager
Andrew Walker has been working as a web developer designer since
Giuliano de Marchi, Country Head Brazil, ALLIANCE BERNSTEIN BANESPREV (tbc)
1995. After co-founding creative agency Thin Martian in 1998, Andrew Arlete Nese, as the Investment Financial Manager of Banesprev –
Mr. De Marchi has been the Country Manager for AllianceBernstein since March 2003. In this
has spent the last twelve years helping brands connect to social networks Fundo Banespa de Seguridade Social, is responsible for allocating funds,
position, he is responsible for the sales efforts of the company in Brazil, Chile, Peru, Colombia defining benchmarks, strategies, financial costs and respective reports for
online communities – working with brands like The Guardian, HP, Nokia, Universal Pictures, and Ecuador. Previous to joining AllianceBernstein, Mr. De Marchi worked at Cigna Retirement
Reuters and Microsoft to engage audiences through Twitter, Facebook and mobile apps. In 2008 beneficiaries and sponsors. Previously join Banesprev, Arlete was Investor
and Investment services as a sales manager. He is also a director of the Brazilian Institute Relation and responsible for Structured Finance at Julio Simoes Logistics Co. As well, she
he co-founded Tweetminster, a data mining analysis company making politics politicians and Association of Investment Planners (IBCPF) and a member of the IMCA, Investment
more accessible via Twitter, being the first geek to interview political leaders like Nick Clegg worked for Santander and Banespa, in Global Banking Markets, Companies and Retail.
Management Consultants Association.
and Gordon Brown with live online QA sessions. Andrew is passionate about the power of
social media to give brands insight into consumer trends, brand advocacy and develop smarter Luciane Ribeiro
business intelligence tools – helping brands use mobile technology and data to get better results. Eduardo Estefan Ventura CEO Brazil
Andrew is also currently the strategy hub leader for the IAB social media council. Investment Counsellor to Ultra HNW Clients
SANTANDER ASSET MANAGEMENT
ITAÚ PRIVATE BANK In 2006, Luciane was invited to take the role of CEO for Latin America
Daniel Enskat Eduardo graduated in Mechanical Engineering at Technology Aeronautical of ABN AMRO Asset Management. Luciane Ribeiro was chosen to
Institution. Since then he worked as fund of a fund portfolio manager at assume the position of CEO of Santander Brasil Asset Management,
Founding Partner Votorantim Asset Management and Citibank . Currently, Mr. Ventura is being responsible for the integration of both Asset Management Units
ENSKAT ASSOCIATES working at Itau Private Bank as Investment Advisor to Ultra High Net Worth Individuals. Eduardo leading an extensive process involving the operations and professionals of both banks. Today,
Daniel is founding partner of Enskat Associates, head of global consulting has the CFA and CAIA designation. besides CEO of Santander Brasil Asset Management, Ms. Ribeiro is also Anbima’s Director and
for Asset International/Strategic Insight, and works with various industry coordinator of Anbimas’s Commission Funds
boards, task forces and cultural organizations, ranging from Institutional François Racicot
Investor to the Center for European Policy Studies, the Latino Commission on AIDS, Alvin Ailey Michael Teich
and Peridance Contemporary Dance Company. Daniel has master’s degrees in politics, history
Principal
MERCER Founder and Partner
and law, speaks seven languages and the government of the United States awarded him an O-1
classification as a person with extraordinary abilities and international acclaim in business François Racicot is the leader of the Investment Consulting business in AVENIDA CAPITAL LLC
Brazil. He provides consulting advices to Brazilian Pension Funds and Mr. Teich is a Founder and Managing Principal of Avenida Capital LLC
Deborah Fuhr corporations on a broad range of issues including investment (previously named Real Estate Options LLC), and is responsible for
Partner ETF strategy and definition of investment policy, performance monitoring, manager selection, risk establishing and maintaining local partner relationships, deal sourcing,
ETFGI Expert management and asset-liability modeling. and investment structuring of Avenida’s investments. While at Avenida,
Deborah is a co-founder of ETFGI, an independent Mr. Teich created a Latin American opportunistic real estate platform in 2007 targeting Brazil,
Columbia, Panama, Chile and Peru, and has underwritten over USD $500 million in transactions
research and consultancy firm aimed at providing Marcelo Michaluá in these markets. Prior to founding Avenida in 2006, Mr. Teich was a Vice President, Latin
services to the rapidly expanding global Exchange-Traded Fund (ETF) Managing Director America for Global Market Services, Inc., where he was responsible for overseeing the trading
industry. She was previously the Global Head of ETF Research and Implementation Strategy
and a Managing Director at BlackRock and Barclays Global Investors from Sept 2008 – Oct RB CAPITAL platform for the sale of steel, glass, and wood to the construction sector in Latin America.
2011. Under Ms Fuhr’s guidance, BlackRock’s Global ETF Research and Implementation Marcelo Michaluá is a managing partner and director of RB Capital and
Strategy team was responsible for advising clients on the implementation of asset allocation is responsible for the Corporate, Institutional and Investor Relations Robert Schwob
strategies using ETFs, producing analysis and guidebooks on the global ETF industry. departments. Marcelo joined RB Capital in 2002. Previously, he worked as Founding Chief Executive
an associate in the private equity division at Darby Overseas Investments in Washington, D.C.,
and he worked for five years at Banco Pactual as the Chief Credit Officer of UBF Garantias
STYLE RESEARCH LIMITED
Joaquim Vieira Ferreira Levy Robert Schwob is the founding Chief Executive of Style Research Limited,
Seguros (partnership with Swiss Re). He holds a Business Administration degree (1994) and a
an independent provider of global equity Style research, portfolio analysis
Chief Executive Officer Masters degree in Business Administration (1997) both from FGV – São Paulo. He also holds
technology, and Internet-based equity and funds research facilities. He is
BRAM – BRADESCO ASSET MANAGEMENT SA DVTM a Masters degree in International Relations with certification in International Finance Banking also a Director of INQUIRE UK, the past Chairman of the INQUIRE UK
In 2000 Joaquim was appointed Deputy Secretary for Economic Policy at from The Fletcher School (2001). Research Committee, a member of the Editorial Board for the Journal of Asset Management,
the Brazilian Ministry of Finance, becoming Chief Economist at the Brazilian and of the Advisory Board for the Centre of Asset Management Research at Cass Business
Ministry of Planning, Budget and Management in 2001. In January 2003, Wagner Murgel School and a Guest Lecturer at the London Business School.
he became Secretary of the National Treasury, serving in that position until March 2006. In Founding Partner
April 2006 he became Executive Vice-President of Finance and Administration of IDB – Inter- Jorge Eduardo Espada Salazar
American Development Bank. In January 2007, he was appointed Secretary of Finance for the
NEO INVESTIMENTOS
Wagner began his career in Citibank’s Equity Research department in Chief Risk Financial Officer
State of Rio de Janeiro, leaving in May 2010, after Rio succeeded in becoming the host of the
1991. In 1994, he joined Banco Patrimonio de Investimentos, where he was PROFUTURO AFP
2016 Olympic Games and achieving Investment Grade credit rating. He joined BRAM in June
responsible for local and offshore fixed income trading, as well as for the Jorge is a senior financial professional with significant experience in
2010.
overall development of the Asset Management department. In 1999, following the acquisition of asset management and financial and business management. He has
Banco Patrimonio by Chase Manhattan Bank, he took over as Director of Asset Management. 17 years of hands-on experience in pension fund and mutual fund
Cláudia Augelli businesses management across Latin America. Direct responsibility for risk
Partner Eduardo Mendes management decisions for 5 USD billion in wealth management business for Scotiabank in Peru.
EUGÊNIO INVEST Country Head
Ms. Augelli is the founding partner of Eugenio Invest. She has worked in the SCHRODER INVESTMENT MANAGEMENT BRASIL Mauricio de Chiaro, Angel Investor Board Member, CANAL DO CREDITO
financial market for more than 18 years, previously holding senior executive Mauricio de Chiaro has over 15 years experience in financial markets, and has worked in
Previously, between June 2005 and May 2008, Eduardo was Head of Citibank and M.Safra, a family office, as Special Situations Head, in Sao Paulo and New York.
positions at top houses, such as Credit Commercial de France, Banque intermediary sales and marketing manager, based in Sao Paulo. Prior to
Nationale de Paris (New York), Banco Garantia, Credit Suisse First Boston, Bear Stearns Mauricio was also a CIO Partner at an independent Asset Management company, Virt Capital.
this from May 1999 to May 2005 Eduardo was the Head of Institutional Currently is an angel investor in some companies in technology, sports and real estate. Is also a
(London) and Banco Fator. She also was the Treasury Manager for Parmalat Participações. Ms. sales responsible for the relationship with Institutional Investors,
Augelli is Professor of the Department of Finance at Ibmec - SP. Board Member of Canal do Credito.
local pension funds and insurance companies.
Patricia Stille
Andres Azicri Malcolm McLelland Fund of Funds
Founder Director - Research and Analytical Services
XP Gestão de Recursos
CONVEX ASSET MANAGEMENT EQUILIBRIO CAPITAL (Brasil) Patricia joined XP Investimentos in October 2011 to structure the area of
Andres is the president and founder of Convex Management. Mr. Azicri is Malcolm has over 20 years’ experience in accounting, auditing, mutual funds analysis, creating reports dedicated to the investors of XP’s
the CIO of the Convex Fund and the President of Convexity SGFCI, aCNV management consulting, and research. His primary area of expertise is in Funds Platform. In the beginning of 2012, she also assumed the fund of
(local SEC) regulated asset manager. Prior to founding Convex, Andres financial modeling and econometric analysis. He has been engaged in such funds management in XP Gestão de Recursos. Previously, from 2010 to
Azicri was a Managing Partner of Cima Investments and the senior portfolio manager of the matters by firms in the manufacturing, processing, technology, real estate, and financial services 2011, she served as Investor Relations at Personale Investments and, from 2007 to 2009, also in
Cima Aconcagua Fund, with over 20% average return during the period under his management industries, as well as by financial institutions and their regulatory agencies. Personale, worked as a fund analyst in wealth management area.
(2000-2006).He was also president of Safimar S.A., a local mutual fund manager.
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
6 For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum

7. ntes About Your Sponsors - Conheça Nossos Patrocinadores
Cynthia Mullock Co-Sponsors
Managing Director of Business Development General Counsel
SNOWDEN CAPITAL ADVISORS LLC ith more than 26 years of existence, BB DTVM has been the leader* in the Brazilian mutual funds industry since 1994. This
W
As a founding team member, Cynthia provides strategic advice to uninterrupted leadership is a recognition from our clients of the continuous evolution of the Company, based on top-quality
Snowden’s private wealth and corporate advisory businesses. She technological solutions, state-of-the-art risk control and high-level standards in its investment process. As a wholly-owned
joined Snowden from Deutsche Bank Private Wealth Management subsidiary of Banco do Brasil S.A, the largest financial institution in Brazil and founded more than 200 years ago, BB DTVM is
and previously practiced at Sullivan Cromwell, where she advised synonymous with reliability and trust to its clients. BB DTVM offers to all of its investors the excellence, the tradition and the
domestic and international corporations and sovereign entities. Cynthia received her security of investing in one of the strongest financial groups in the world. BB DTVMÆs objective is to create and offer investment
MBA from Columbia Business School, a JD from Columbia Law School, and BA from the solutions for all types of investors, Brazilian and foreign.
University of Pennsylvania.
*Source: Ranking ANBIMA May 2012
Fernando Franco Franco, Managing Director, LEGG MASON INTERNATIONAL,
Americas
Fernando Franco Franco is Managing Director of Legg Mason International, Americas Associate Sponsors
Offshore. Before joining Legg Mason, Fernando worked for ten years at Franklin Templeton
in various roles, the last one being Vice President of Offshore Sales. Fernando has a B.S. Paribas Securities Services, a wholly-owned subsidiary of the BNP Paribas Group, is a leading global custodian and securities services
BNP
in Marketing from San Francisco State University and an M.B.A. in International Business provider backed by the strength of a universal bank (rated AA- by Standard and Poor’s). It provides integrated solutions to all participants in the
investment cycle including the buy-side, sell-side, corporates and issuers.The bank has a local presence in 34 countries across five continents,
from the University of Miami. effecting global coverage of more than 100 markets. It partners with clients to help overcome complexity, while offering a one-stop shop for all
asset classes, both onshore and offshore, around the world. Key figures as at 31 December 2011: USD 5,854 billion of assets under custody,
Margaret Harwood-Jones USD 1,073 billion assets under administration, more than 7,044 administered funds and 7,700 employees.
Head of Client Segment, Asset Managers Alternative The Paris Fund Industry brand gathers the whole Paris-based investment fund community: asset managers, custodians, lawyers, auditors,
Investments valuers, data providers and academics as well as French public authorities. Paris Fund Industry aims at assisting non-French investors who
BNP PARIBAS SECURITIES SERVICES plan to make use of a Paris fund industry player, invest into a Paris fund or domicile funds in France. In Europe, Paris is the 1st centre for fund
Margaret joined BNP Paribas in 2001 and her current role is financial management with AuMs reaching EUR 1.550 billion and the 2nd centre for global asset management (funds and mandates combined)
to develop the strategy and lead the business development, with AuMs close to EUR 2.650 billion at end of December 2011. In Latin America, Paris funds are distributed in Mexico, Chile and Peru for
relationship management and client service management effort instance. The Paris Fund Industry brand has been launched by the French Asset Management Association (AFG), in association with the French
Custodians Association (AFTI) and Paris Europlace. www.parisfundindustry.com / www.afg.asso.fr
for asset management and alternative investment manager clients on a global basis.
She is a member of the BNP Paribas Securities Services Client Development Executive onyers Dill Pearman advises on the laws of Bermuda, British Virgin Islands, Cayman Islands, Cyprus and Mauritius. Conyers’ lawyers
C
Committee. Margaret has over 25 years experience in Financial Services, in various senior specialize in company and commercial law, commercial litigation and private client matters. The combination of Conyers’ structure, friendly and
management positions primarily within the securities services environment. collaborative culture and expertise enables the highest quality, responsive, timely and thorough legal advice. Conyers’ strategic global presence
in major international business centres allows a seamless 24 hour service. With a broad client base encompassing FTSE 100 and Fortune
Mauricio da Rocha Wanderley 500 companies, Conyers provides advice in conjunction with leading onshore firms on highly complex multi-jurisdictional projects. Affiliated
CIO companies provide corporate secretarial services and specialized company management services to our clients. Conyers is affiliated with a
global network of licensed trust companies under the umbrella of Codan Trust, which undertake a broad range of trust administration services for
VALIA (tbc) private clients and corporations.
Maurício da Rocha Wanderley CIO of the Fundação Vale do Rio
Doce de Seguridade Social-VALIA (CVRD’S Pension Fund) with U$ Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual
8.9 billion in assets under management. Graduated in Economics Series, Darby and Local Asset Management investment teams. The company has more than 60 years of investment experience, offices in more
at UERJ – Universidade do Estado do Rio de Janeiro and MBA in than 30 countries, and over USD 706.9 billion in AUM as of June 30, 2012. Today, institutional investors have a number of options for accessing
growing economies. We believe locally managed single country portfolios, run by experienced local managers who are supported by reliable
Finace at IBMEC.
compliance and risk management resources, are an essential component.Franklin Templeton has been operating in Brazil since 1997, initially by
means of a joint venture with Bradesco and later, independently when we established as a wholly-owned subsidiary in 2006. Franklin Templeton
Marco Aurélio Freire, Msc Brazil employs 28 people overall and has $1 billion in assets under management in vehicles registered in Brazil and cross border.
VP/CIO – Fixed Income MDO Services is a
Luxembourg-based independent service provider providing third-party management company services, fund governance,
FRANKLIN TEMPLETON INVESTMENTS substance solutions, and risk management support. MDO also offers experienced independent Directors overseeing Luxembourg domiciled
Marco Aurélio Freire joined Franklin Templeton Investments in April 2007. collective investment funds and other investment vehicles.
Currently, Marco Freire is vice president and Fixed Income CIO for the local
Franklin Templeton Fixed Income Group based in São Paulo - Brazil. He
S
tyle Research is an independent international provider of global investment research and portfolio analysis applications. We specialize in
also serves as a Portfolio Manager and Analyst for the Franklin Templeton holdings and returns based style, risk and performance analysis of portfolios, funds and markets and offer a variety of analysis and research
Global Fixed Income Group and, in particular, is involved in the management of Franklin Tem- services to professional investment institutions worldwide. Over 300 international institutions find our flexible analysis refreshingly easy to use,
pleton Emerging Markets Fund. Marco has been working as a fixed income portfolio manager understand and communicate. Investment managers gain intuitive proof statements of their investment processes, and clearly demonstrate how
since 2004. Prior to joining Franklin Templeton, Marco served this position at Bank Boston Asset investment views are reflected in portfolios, and drive performance.
Management, first in the hybrid desk and after in the fixed income desk. Mr. Marco Freire holds a unique mix of technical capability, creativity, perseverance and objectivity is synthesized in the services developed and provided by the
A
Master degree in economics from the Pontifical Catholic University of Rio de Janeiro (PUC-Rio) - professionals of Almeida Bugelli e Valença Advogados Associados. These marked characteristics of the office are the fruit of the vast experience
Brazil (2003) and a bachelor degree in economics from the same university (2001). of our founding partners, Silvia Bugelli and Marcelo José Lomba Valença. In 2007 Rodrigo Bottamedi Ratto was made partner. With more than
20 years’ experience in law, the founding partners have worked in large business organizations in Brazil and, as lawyers, have participated
actively in the processes of globalization and the consolidation and restructuring of the domestic market. Almeida Bugelli e Valença Advogados
Romain Guizard Associados is constantly preparing for changes in the domestic market and is keenly watching the global market so that it may meet the
International Development Manager challenges confronted by its Brazilian and foreign clients in the most varied of areas and sectors of the economy.
Association Française de la Gestion financière (A.F.G.),
founding sponsor of Paris Fund Industry
Romain Guizard is the International Development Manager of AFG, the
French Asset Management Association. AFG represents and promotes
Unsurpassed Networking Opportunities Incomparáveis Oportunidades
the interests of the French asset management industry, both for collective and discretionary
portfolio 2 managements reaching EUR 2.650 billion in AuM in 2011. Romain has been in this
FundForum Latin America brings you the unique opportunity to network de Networking
with those you most want to meet through our structured networking
role since May 2011. His responsibilities include the set up and the coordination of the marketing O FundForum Latin America traz a você a oportunidade exclusiva de fazer
opportunities. Highlights include:
projects under the new brand Paris Fund Industry. Paris Fund Industry aims at promoting French networking com aqueles que você mais quer encontrar através de nossas
asset management firms and French funds out of France. It brings together asset managers, oportunidades estruturadas de networking. Confira os destaques:
custodians, law firms, auditors, the French regulator (AMF) and the French Treasury. • Structured Speed Networking
Speed networkers are divided into Asset Managers and Fund Buyers,
• Speed Networking Estruturado
Christen Thomson giving Managers a chance to deliver a brief synopsis of their fund to the
Director of External Affairs Os Speed Networkers são divididos em Asset Managers e Compradores de
Buyer for one minute before moving on to the next Buyer. Buyers get the
Fundos. Os gestores têm a chance de fornecer um breve relato de seu fundo ao
AIMA chance to evaluate a large number of funds very quickly.
Christen joined AIMA as Director of Communications in December 2008.
comprador de fundo por um minuto até passar para o próximo comprador. Os
In May 2012 he was made Director of External Affairs. Christen works with compradores têm a chance de avaliar um grande número de fundos rapidamente.
• CEO Lunch Tables
AIMA staff and volunteers globally to ensure coordinated and consistent
You will have the opportunity to get close to some of our key speakers over • CEO Lunch Tables
messaging to the industry’s multiple audiences (such as the press,
investors, the general public, policymakers, regulators etc). Previously, Christen was in charge a relaxed lunch. Sign up for one of the hosted tables Você terá a oportunidade de se aproximar de alguns dos nossos principais
of coordinating global PR activities for Colliers Macaulay Nichols, a $1bn international real estate palestrantes em um almoço informal. Registre-se para uma das mesas– aguarde
services provider. Prior to this he spent 12 years at the BBC, joining Radio 5 Live in 1995, and Table 1 Pedro Bastos, Regional Head of Latin America, HSBC
mais detalhes
going on to work for Home Newsgathering as a duty news editor and then BBC World and News GLOBAL ASSET MANAGEMENT
24 as senior producer and reporter.
Mesa 1 Pedro Bastos, Regional Head of Latin America, HSBC GLOBAL
Table 2 Luciane Ribeiro, CEO Brazil, SANTANDER ASSET
Silvia Bugelli ASSET MANAGEMENT
MANAGEMENT
Founding Partner Mesa 2 Luciane Ribeiro, CEO Brazil, SANTANDER ASSET MANAGEMENT
Almeida Bugelli e Valença Advogados Associados Table 3 Carlos Massaru Takahashi, CEO, BB DTVM
Sivia is responsible for the following areas: Corporate Law, Structured
Mesa 3 Carlos Massaru Takahashi, CEO, BB DTVM
Transactions, Banking Law, Capital Market, Legal Counselling, Corporate Table 4 Joaquim Vieira Ferreira Levy, CEO, BRAM – BRADESCO
Management, Taxation, Litigation, Labor and Social Security and Regula-
tory Law. BL degree from Universidade de São Paulo. LL.M degree from ASSET MANAGEMENT SA DVTM Mesa 4 Joaquim Vieira Ferreira Levy, CEO, BRAM – BRADESCO ASSET
Northwestern University School of Law, in Chicago, US. Taught at Ibmec-Law. Responsible for MANAGEMENT SA DVTM
the legal area of Banco Pactual and was a partner thereof. • ector Specific Networking Knowledge Exchange Lunch
S
Roundtables • esas Redondas Setoriais de Troca de Experiências
M
Marcelo José Lomba Valença Take the opportunity to discuss your sector with a leading industry expert, Aproveite a oportunidade para debater sobre o seu setor com um dos principais
Partner in an informal group setting of about 10 people – the ideal chance to experts da indústria, em um grupo informal de aproximadamente 10 pessoas
Almeida Bugelli e Valença Advogados Associados discuss the issues that have been brought up during the day and meet the – a chance ideal de debater questões que tenham surgido durante o dia e
Professor of the Masters program at Faculdade de Arquitetura e Urban- key speakers. encontrar-se com os principais palestrantes.
ismo de Universidade de São Paulo (FAU/USP). Founding member of
Mesa de Debates de Direito Imobiliário, a real estate roundtable. Member a) Social Media Strategies
of the Agency for the Development of the Center of São Paulo’s Structuring
a) Estratégias em Mídias Sociais
and Creation Council. Arbitrator at CIESP/FIESP’s Conciliation, Mediation and Arbitration Cham-
b) Asia and Latin America Partnerships In The Spotlight b) Foco nas Parcerias entre Ásia e América Latina
ber. Author of various articles such as “Built to Suit – Structured Real Estate Credit Transactions” c) Investment Diversification c) Diversificação de Investimentos
published by Revista de Direito Bancário e do Mercado de Capitais. Co-author of the book The
Real Estate Law Review, published by Law Business Reasearch. BL degree from Universidade • Evening Cocktail Networking Reception - Wednesday, November 28 • Cocktail Networking Noturno - Quarta-feira, 28 de Novembro
de São Paulo. LL.M degree from Northwestern University School of Law, in Chicago, US. Relax and enjoy the opportunity to meet the best of the global industry Relaxe e aproveite a oportunidade de conhecer o melhor da indústria global em
at our splendid cocktail reception, specifically designed to allow you to nosso cocktail networking noturno, especialmente elaborado para possibilitar seu
Promotional Opportunities: network and unwind at your leisure. networking e descontração.
Would you like to become more involved in FundForum Latin America? A few opportunities
still exist for organisations to speak, moderate, exhibit, network at or even sponsor the • und Forum Latin America End Investor Only Dinner – Wednesday,
F • antar Exclusivo para o Investidor Final no FundForum Latin America –
J
conference. Please contact Edward Jones ASAP on +44-20-7017-7223 or November 28
ejones@icbi.co.uk for more details.
Quarta-feira, 28 de Novembro
Family Offices, Pension Funds, Endowments and Private Clients. This is Family Offices, Fundos de Pensão, Endowments e Clientes Privados. Esta é a sua
Gostaria de conhecer outras sugestões de participação no Fund Forum Latin America?
Ainda existem oportunidades de palestra, moderação de painel, exposição, network e your opportunity to meet your peers from around the world and compare oportunidade para encontrar pares de todo o mundo e comparar informações e
patrocínio na conferência. Por favor, contate Kelly Naomi no + 55 11 3017-6843 ou notes and swap ideas in a friendly, informal environment. trocar ideias em um ambiente informal e descontraído
Kelly.naomi@ibcbrasil.com.br para maiores detalhes.
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 7

8. In 26
Registration Form Inscreva-se agora – Quatro Maneiras Fáceis! sc
r
O Bo
e SA cto ok
Register Now – Four Easy Ways! 1. Fax: +55 11 3017 6919 2. Telefone: +55 11 3017 6888 The Most Prestigious Latin e va- VE u ber by
EC se p
to 20
1. Fax this form on +44 (0) 20 7017 7807 2. Telephone us on +44 (0) 20 7017 7200 3. Email: fundforum@ibcbrasil.com.br 4. Website: www.informagroup.com.br/fundforum
3. Email: info@icbi.co.uk 4. Via the website: www.fundforumlatam.com Sempre indique seu código VIP ao se inscrever America Investment Wealth ON a
OM té 2 $6 12
Always quote your VIP CODE when registering. Management Conference IZ 6
E a de 0
0
té Ou
$6 tub
Venue Details /Local
A Mais Importante Conferência Sobre 00 ro
Tivoli São Paulo - Mofarrej Investimentos Wealth Management Na
Alameda Santos, 1437, Cerqueira César,
CEP - 01419-001 América Latina
São Paulo, Brasil
Tel: +55 3146 5900
Dates/Data Fax: +55 11 3146 5901
Download hotel booking forms at www.fundforumlatam.com
•
Main Conference/Conferência Principal:
28 - 29 November 2012 / 28 e 29 de
www.fundforumlatam.com
Baixe os formulários de reserva em hotel New Business Strategies Investment Solutions For Asset Wealth Managers In Latin America
no www.fundforumlatam.com
Novembro de 2012
•
Brazil Summit: 27 November 2012 / 27 de
Novembro de 2012
F ree for Pension
Funds, Endowments,
GRATUITO para
Fundos de Pensão, Novas Estratégias De Negócios Soluções De Investimentos Para Asset Wealth Managers Na América Latina
Foundations Endowments,
Sovereign Wealth Fundações e Fundos
Funds (subject Soberanos (sujeito
to verification). a validação). Para Hear From The Industry’s Leading Asset Management CEOs: Over 70 CEOs, CIOs, Investors and Other Industry Experts
To apply please inscrever-se contate: From The Following Key Companies:
Please do not cover VIP code
contact: lgriffin@ lgriffin@icbi.co.uk A Visão dos CEOs das Maiores Assets da Indústria:
C onference C ode: FKN2346 icbi.co.uk Mais de 70 CEOs, CIOs, Investidores e Outros Experts da
Indústria das Seguintes Empresas:
BOOK BY BOOK AFTER
PLEASE SELECT YOUR PACKAGE DATES 26th October 2012 SAVE 26th October 2012 SAVE
DATAS INSCREVA-SE ATÉ ECONOMIZE INSCREVA-SE APÓS ECONOMIZE • Fundação Itaipu Brasil - • Claritas Wealth • W Advisors
SELECIONE SEU PACOTE FIBRA Management • Triscorp Investimentos
26 de Outubro de 2012 26 de Outubro de 2012 • Medley Global Advisors • Fundação Real Grandeza • Pragma Gestao de
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PACOTE DE 3 DIAS: Conferencia + Summit
27 – 29 Nov 2012 $3798 $600 $3898 $500 •
•
•
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Fidelity
Convex Asset
• Quest Investimentos
• CVM
• Metrus
•
Patrimonio
ALFI
• Eugênio Invest
2 DAY PACKAGE: Conference only
$100
Management • Equilibrio Capital
PACOTE DE 2 DIAS: Somente Conferencia
28 – 29 Nov 2012 $2299 $2399 Pedro Bastos
Regional Head of
Gustavo Murgel
CEO
Luciane Ribeiro
CEO Brazil
Joaquim Vieira
Ferreira Levy
Carlos Massaru
Takahashi
Alec Kersman
Head Of Latin • HSBC Asset Management • Schroder Investment
•
•
RB Capital
BNP Paribas
Latin America ITAÚ ASSET SANTANDER CEO CEO America • Bresser Asset Management Brasil
• Mercer
1 DAY PACKAGE: Summit Only
-
Management • Humaita Investments
PACOTE DE 1 DIA: Somente Summit
27 Nov 2012 $1999 $1999 HSBC GLOBAL
ASSET
MANAGEMENT ASSET
MANAGEMENT
BRAM –
BRADESCO
BB DTVM Caribbean
PIMCO • Towers Watson • Gávea Investimentos • ETFGI
MANAGEMENT ASSET • Copernico Capital • Snowden Capital • Hamilton Lane
The VAT rate is subject to change and may differ from A taxa de IVA pode mudar e ser diferente da anunciada. O valor MANAGEMENT • Pioneer Investments Advisors • HSBC Bank
1st Delegate/1o Participante: the advertised rate. The amount you are charged will cobrado sera determinado quando sua invoice for feita. SA DVTM
be determined when your invoice is raised. Please Observe que o valor da conferência não inclui custos de viagem • Santander Asset • Neo Investimentos • Canal do Credito -
Name/Nome
note the conference fee does not include travel or hotel e acomodação. Management • Ocroma Confrapar S/A
Job title/Cargo Department/Departamento accommodation costs. DESCONTO PARA GRUPOS: Se você inscrever mais de • Itaú Asset Management • Patrinvest • Legg Mason
Direct Tel/Telefone Mobile Tel/Celular MULTI-BOOKING DISCOUNT: If you register more than 2 participantes, o terceiro e cada participante subsequente • Compass Group • XP Wealth Management • Itaú Unibanco
receberá um desconto de 50% para qualquer pacote que inclua a
Email Fax 2 delegates, the 3rd and each subsequently registered
delegate will receive 50% off the fee for any packages that conferência principal. Meet With Key Regional Investors And Fund Buyers Including: •
•
Alliance Bernstein
Conyers Dill Pearman
• Avenida Capital
• Itaú Private Bank
•
•
BB DTVM
Bram-Bradesco Asset
ABATIMENTOS incluem Inscrições de Grupos e Descontos
I would like to receive information on future events services via email. By giving you my email address I am giving ONLY include the main conference.
para Inscrições Antecipadas * Todos os descontos podem ser Encontre Investidores Regionais de Grande Relevância e Compradores de Fundos que Incluem: • Strategic Insight • Fides Asset Management Management
IIR companies the permission to contact me by email. SAVINGS include Multiple Package Early Booking aplicados apenas no momento da inscrição e os descontos não • Profoturo AFP • Tweetminster • Franklin Templeton
Gostaria de receber informações sobre futuros eventos e serviços por email. O envio de informações está autorizado Discounts * All discounts can only be applied at the time of são cumulativos (exceto para inscrições antecipadas que pode ser • Maua Sekular • BTG Pactual Investments
apenas pelas empresas do Grupo IIR. registration and discounts cannot be combined (apart from aplicado para qualquer um que se inscreva com a antecedência Investimentos • Afina
early booking discount which can apply to anyone who books necessária). * Todos os descontos são sujeitos a aprovação • AIMA
• BRZ Investimentos • BNP Paribas
q Yes! I would like to receive info on future events services via fax/Sim, gostaria de receber informações sobre
futuros eventos e serviços por fax
early enough to qualify). * All discounts are subject to approval
We are happy to accept a replacement delegate for the
Ficaremos satisfeitos em aceitar um participante em • Vision Brazil Investments Securities Services
• Association Française
de la Gestion financière
substituição para o evento completo, no entanto, as
whole event, however delegate passes cannot be split inscrições não podem ser divididas ou compartilhadas
• Pimco • MDO Services (A.F.G.)
2nd Participant/2o. Participante or shared between delegates under any circumstances. entre participantes em qualquer circunstância. Código da • Latin America Alternatives • Larrainvial
Name/Nome Conference code FKN2346 Conferência FKN2346
Plus! don’t miss
Job title/Cargo Department/Departamento PAYMENT DETAILS DETALHES DE PAGAMENTO
Direct Tel/Telefone Mobile Tel/Celular Please use this form as our request for Por favor, utilize este formulário como requisição de
payment. Fax and phone bookings should be pagamento. Inscrições via fax ou telefone podem Silvio Renato Mauricio da Eduardo Estefan Ernesto Leme Fabio Mazzeo Antonio Machado
Email Fax
I would like to receive information on future events services via email. By giving you my email address I am giving ONLY
made with a credit card number, or followed up ser feitas com um número de cartão de crédito, ou Rangel Silveira
CEO
Rocha Wanderley
CIO
Ventura
Investment
Partner Head
of Wealth
Chairman
METRUS
Portfolio Manager
FUNDAÇÃO REAL
Não peca também
by a posted registration form. Places are only seguidas por um formulário de inscrição enviado. As
IIR companies the permission to contact me by email. guaranteed by full payment, which must be inscrições serão garantidas apenas após pagamento
FUNDAÇÃO VALIA (tbc) Counsellor to Ultra Management GRANDEZA Tuesday November 27th/ Terça-feira, 27 de Novembro de 2012
Gostaria de receber informações sobre futuros eventos e serviços por email. O envio de informações está autorizado ITAIPU BRASIL HNW Clients CLARITAS
THE BRAZIL SUMMIT
received before the conference. completo, que deve ser recebido antes do evento. DE PREVIDÊNCIA ITAU PRIVATE INVESTIMENTOS
apenas pelas empresas do Grupo IIR. I will pay by: Pagarei com: COMPLEMENTAR BANK
q futuroswould likeetoserviços por fax future events services via fax/Sim, gostaria de receber informações sobre
eventos receive info on
Yes! I heque/bankers draft
C Cheque nominal ao
- FIBRA
made payable to ICBI for £.................. ICBI no valor de £...............................................
Invoice to be sent to my company Invoice enviada à minha empresa
A One Day interactive focus on the big issues in Latin America’s biggest
50% DISCOUNT
3rd Participant/3o. Participante ank transfer - full details of bank transfer
B T
ransferência bancária – detalhes sobre opções de market. Speakers confirmed include representatives from:
options will be given with your invoice on transferência bancária podem ser fornecidos com
Name/Nome
registration. sua invoice no momento da inscrição. Special Guest Speakers Um dia inteiro de interatividade com foco nas questões mais relevantes do
Job title/Cargo Department/Departamento To make payment by credit card: Para pagar com meu cartão de crédito:
Direct Tel/Telefone Mobile Tel/Celular To ensure we provide the highest level of Para garantir que daremos um alto nível de Convidados Especiais maior mercado da América Latina. Os palestrantes confirmados incluem
security for your credit card details we are segurança aos seus detalhes de cartão de crédito, representantes de:
Email Fax unable to accept such payments via email or não aceitaremos esse tipo de pagamento por e-mail
fax which ensures that these details are never ou fax, garantindo que esses detalhes não fiquem BRZ INVESTIMENTOS, HUMAITÁ INVESTMENTS, BRESSER
I would like to receive information on future events services via email. By giving you my email address I am giving ONLY
IIR companies the permission to contact me by email.
stored on our network. To make payment by gravados em nossa rede. Para pagar com cartão de Bernardo Wjuniski ADMINISTRAÇÃO DE RECURSOS, MEDLEY GLOBAL ADVISORS,
credit card on-line, please enter your credit card crédito online, por favor insira seus detalhes de cartão Andrew Walker Daniel Enskat
Gostaria de receber informações sobre futuros eventos e serviços por email. O envio de informações está autorizado Senior Analyst Co-Founder CIO Founding Partner BNP PARIBAS, FIL INVESTIMENTOS BRASIL LTDA. , METRUS,
details in our secure payments website that you de crédito em nosso site de pagamento seguro que
apenas pelas empresas do Grupo IIR. will use when making your booking via the event poderá utilizar ao fazer sua inscrição através do site do
MEDLEY GLOBAL TWEETMINSTER ENSKAT QUEST INVESTIMENTOS, HAMILTON LANE, ALLIANCEBERNSTEIN
website (the event web address is near the evento (o endereço do site do evento está próximo ao ADVISORS ASSOCIATES ADMINISTRADORA DE CARTEIRAS (BRASIL) LTDA, INVESCO,
q futuroswould likeetoserviços por fax future events services via fax/Sim, gostaria de receber informações sobre
eventos receive info on
Yes! I
top of the booking form). Alternatively call our topo do formulário de inscrição). Ou ligue para nossa EUGÊNIO INVEST, EQUILIBRIO CAPITAL, and many more
customer service team on +44 (0) 20 7017 7200 equipe de customer service no +55 11 3017 6888
Head of Department /Gestor do Departamento
Name/Nome
TERMS AND CONDITIONS: Attendance at this conference is subject to the ICBI Delegate Terms TERMOS E CONDIÇÕES: A participação nesta conferência está sujeita aos Termos e Condições do Partici- Follow us on
and Conditions at http://www.informaglobalevents.com/division/icbi/termsandconditions. Your pante do ICBI em http://www.informaglobalevents.com/division/icbi/termsandconditions. Pedimos atenção em
attention is drawn in particular to clauses 6, 8 and 14 of the ICBI Delegate Terms and Conditions particular às cláusulas 6, 8 e 14 dos Termos e Condições do Participantes do ICBI descritas abaixo:
Job title/Cargo Department/Departamento which have been set out below:
Cancellation Policy: If you cancel in accordance with this policy, you wil receive a refund of your
Política de Cancelamento: Se você fizer o cancelamento de acordo com essa política, você receberá um
reembolso do valor pago ao ICBI (se qualquer): (i) você cancelar sua inscrição 28 dias ou mais antes da
Main Conference/Conferência Principal: 28 - 29 November 2012 / 28 e 29 de Novembro de 2012 FundForum FundForumTV @FundForum
Direct Tel/Telefone Mobile Tel/Celular fees paid to ICBI (if any): (i) if you cancel your registration 28 days or more before the Conference, Conferência, estando sujeito a uma taxa de administração de 10% do total da quantia paga mais IVA; ou (ii) se Blog
Email Fax subject to an administration charge equivalent to 10% of the total amount of your fees plus VAT; or você cancelar sua inscrição em menos de 28 dias e mais de 14 dias antes da Conferência, estará sujeito a uma Brazil Summit: 27 November 2012 / 27 de Novembro de 2012
(ii) if you cancel your registration less than 28 days, but more than 14 days before the Conference, taxa de administração de 50% do total pago mais IVA. O ICBI sente informar que o valor total deverá ser pago FundForum FundForum FundForum
Booking Contact /Nome Para Contato:
subject to an administration charge equivalent to 50% of the total amount of your fees plus VAT. ICBI
regrets that the full amount of your fee remains payable in the event that your cancellation is 14 days
caso o cancelamento aconteça 14 dias ou menos antes da Conferência ou caso você não possa comparecer.
Todos os cancelamentos devem ser enviados para HYPERLINK “mailto:info@icbi.co.uk” info@icbi.co.uk, Tivoli São Paulo - Mofarrej, Sao Paulo, Brazil Latin America Global Series Global Series
or less before the Conference or if you fail to attend the Conference. All cancellations must be sent direcionados ao Customer Services e devem ser recebidos pelo ICBI. Você reconhece que a restituição dos
Name/Nome by email to info@icbi.co.uk marked for the attention of Customer Services and must be received by valores pagos de acordo com a Condição 6 é a única solução em relação a qualquer cancelamento de sua
ICBI. You acknowledge that the refund of your fees in accordance with this policy is your sole remedy inscrição e toda a outra responsabilidade está expressamente excluída. Mudanças na Conferência: O ICBI Endorsed by
Job title/Cargo Department/Departamento in respect of any cancellation of your registration by you and all other liability is expressly excluded. pode (por sua conta) modificar o formato, palestrantes, participantes, conteúdo, local e programa ou qualquer
Changes To The Conference: ICBI may (at its sole discretion) change the format, speakers, par- outro aspecto da Conferência a qualquer tempo e por qualquer razão, por causa ou não de Evento de Força Co-Sponsors Associate Sponsors Scan with
Direct Tel/Telefone Mobile Tel/Celular ticipants, content, venue location and programme or any other aspect of the Conference at any time Maior, em qualquer caso sem ser responsabilizado. Proteção de dados: A informação que você nos forneceu
and for any reason, whether or not due to a Force Majeure Event, in each case without liability. Data ficará mantida em nossa base de dados. Você concorda que o ICBI pode compartilhar estas informações com smartphone QR
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your details may be made available to selected third parties who wish to communicate with you offers Se você não quer receber essas ofertas, por favor contate o nosso administrador da base de dados. Para mais
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ponibilizados para as empresas do Informa Group, ou terceiros selecionados, por favor contate o administrador
da base de dados, Informa UK Ltd, 29
Bressenden Place, London, SW1E 5DR, UK. Tel: +44 (0)20 7017 7077, fax: +44 (0)20 7017 7828 or email
ICBI
7017 7077, fax: +44 (0)20 7017 7828 or email integrity@iirltd.co.uk HYPERLINK “mailto:integrity@iirltd.co.uk” integrity@iirltd.co.uk
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seu nome de nossa base de dados, por favor contate o administrador da base de dados no endereço acima
mencionando o número de referência impresso na etiqueta de correspondência.
To register: Se você preferir ser atendido em português, por favor, contate:
By completing and submitting this registration form, you confirm that you have read and understood Completando e enviando esse formulário de inscrição, você confirma que leu e entendeu os Termos e 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
the ICBI Delegate Terms and Conditions and you agree to be bound by them. Condições do Participante do ICBI e concorda em estar submetido a eles.
For latest programme or to register, please visit: www.fundforumlatam.com Website: www.informagroup.com.br/fundforum