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

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The Most Prestigious Latin American Investment & Wealth Management Conference
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Keynote Guest Speaker:
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Ins e Tuesday 18 October 2011
blog
Pedro Simko
SAATCHI & SAATCHI
THE BRAZIL SUMMIT
With Pictet & Cie, Banco Central Do
Brasil, Itau Asset Management, UBS #FFLA11 Brazil Summit: 18 October 2011
Brasil Wealth, Towers Watson, Quest Brazil Summit: 18 de Outubro de 2011
Investimentos...and many more Main Conference: 19-20 October 2011
See p. 2 for details/ Veja a página 2 para mais informações fundforumTV Conferência Principal: 19-20 de Outubro de 2011
www.fundforumlatam.com Venue: Intercontinental Hotel, Sao Paulo, Brazil
New Business Strategies & Investment Solutions For Asset & Wealth Managers In Latin America
Novas Estratégias De Negócios & Soluções De Investimentos Para Asset & Wealth Managers Na América Latina
Hear From Leading 90+ CEOs And Industry Experts Including: Over 90 CEOs, CIOs, Investors
& Other Industry Experts From
Partilhe Experiências com Mais de 90+ dos Principais CEOs e Experts do Mercado, Incluindo: The Following Key Companies:
Mais de 90 CEOs, CIOs,
NEW NEW NEW Investidores e Outros Experts
da Indústria das Seguintes
Empresas:
• Alliance Bernstein
• BRAM-Bradesco Asset Management
• Claritas Wealth Management
Demosthenes M. Alexandre Pavan Pavoa Luiz Fernando Figueiredo Antonio Gil Nievas Eduardo Castro Young Hwan Kim • Nordea
Pinho Neto Former CEO Founding Partner CEO CIO Chief Investment Officer, • Compass Group
CEO MODAL ASSET MAUA SEKULAR MONEDA ASSET SANTANDER BRAZIL Latin America • Goldman Sachs Asset Management SAM
ITAÚ ASSET INVESTIMENTOS MANAGEMENT ASSET MANAGEMENT MIRAE ASSET GLOBAL • Mercer
MANAGEMENT MANAGEMENT INVESTMENTS • Ravic Technologies
• Modal Asset Management
Meet With More Key Regional Investors And Fund Buyers Including: • Neo Investimentos
PLUS •
•
Pictet & Cie (Europe) SA
Quest Investimentos
Encontre-se com Investidores Chave Regionais e Compradores de Fundos, Incluindo: •
•
Safdie Private Banking
Santander Asset Management
• Towers Watson
• RBS Global Banking & Markets
NEW NEW NEW NEW •
•
BNP Paribas
CVM
• Maua Sekular
• Moneda Asset Management
• Fiduciaria Corficolombiana
• Convex Asset Management
• Axxon Group
• Actis
• Schroder Investment Management Brasil
• Teka Capital
Ernesto Leme Otávio Vieira Eduardo Estefan Ventura Carlos Massaru Takahashi Ernesto de la Fé Renato Bacchi • Metlife Vida e Previdencia
CEO Director of Investments Investment Counsellor to Ultra CEO Managing Director & Head of Latin America & • Blackrock
CLARITAS WEALTH SAFDIE PRIVATE HNW Clients BB DVTM Latin America for Private Caribbean Corporate • Peruvian State Pension Fund (ONP/FCR)
MANAGEMENT BANKING ITAÚ PRIVATE BANK Wealth Management Finance Manager • Euroclear
MORGAN STANLEY ALCOA • Banesprev
• Strategic Insight
What Makes FundForum Latin America A O Que Faz Do FundForum Latin America •
•
Alcoa
Itau Private Bank
• GFIA
“Must-Attend” Event? Um Evento Imperdível? •
•
Mirae Asset Global Investments
Saatchi & Saatchi
• Banco Sicredi
l Network with some of the leading CEOs in the region, l Network com alguns dos principais CEOs da região, •
•
Galt Capital
KBL European Private Bankers SA
• Arendt & Medernach (NY)
including: ITAÚ ASSET MANAGEMENT, MODAL ASSET incluindo: ITAÚ UNIBANCO ASSET MANAGEMENT, • Arendt & Medernach (Lux)
• Vision Investimentos
MANAGEMENT, SCHRODER INVESTMENT MODAL ASSET MANAGEMENT, SCHRODER • Eugenio Invest
• Popular S.A - Sociedad Administradora de
MANAGEMENT & SANTANDER ASSET INVESTMENT MANAGEMENT & SANTANDER ASSET Fondos de Inversión
MANAGEMENT MANAGEMENT •
•
Avenida Capital LLC
BRZ Investimentos
• Morgan Stanley
l Meet with key investors from Latin America, including: l Encontrar-se com investidores chave da América Latina, •
•
BNP Paribas Securities Services
Peninsula Investments Group
PERUVIAN STATE PENSION FUND, ALCOA, incluindo: PERUVIAN STATE PENSION FUND, ALCOA, •
•
Itaú Asset Management
Cultinvest Asset Management
CLARITAS WEALTH MANAGEMENT & BANESPREV CLARITAS WEALTH MANAGEMENT & BANESPREV • Triscorp Investimentos
• HSBC
• Advent International
l Get up to speed with the latest economic developments l Atualizar-se com os mais novos desenvolvimentos •
•
Access Capital Group
UBS Brasil Wealth
with some of the most highly regarded regional econômicos através de alguns dos mais conceituados • Victoria Capital Management
• Canal do Credito
economists from RBS GLOBAL BANKING & MARKETS, economistas da região, das seguintes empresas: RBS • KLL Capital Management
• BBVA
HSBC, BNP PARIBAS & KLL CAPITAL MANAGEMENT GLOBAL BANKING & MARKETS, HSBC, BNP PARIBAS • Axeleratum
• Profoturo AFP
& KLL CAPITAL MANAGEMENT
l Benefit from exceptional networking opportunities with our •
•
Government of Colombia
Allianz Global Investors Europe
interactive formats: CEO Lunch Tables, Speed l Criar oportunidades únicas de networking com nossos •
•
Banco Central do Brasil
Religare Capital Markets
• Conyers Dill & Pearman
Networking, Networking Roundtables & Investor Only formatos interativos: CEO Lunch Tables, Speed Networking, • Global Edge Capital Management
• RB Capital
Dinner Networking Roundtables & Investor Only Dinner • LandInvest
• Fundo Criatec
l Learn about cutting-edge investment strategies with l Saber mais sobre estratégias inovadoras de investimentos •
•
Tribeca Asset Management
Jereissati Participações S.A.
regional CIOs: ITAÚ ASSET MANAGEMENT & SAFDIE com CIOs regionais: ITAÚ-UNIBANCO ASSET •
•
Crecera Finance
Equilibrio Capital
PRIVATE BANKING MANAGEMENT & SAFDIE PRIVATE BANKING •
•
Clearstream
Pollux Capital
Co-Sponsors Other Sponsors Endorsed by
Marketing Partners
Scan with
smartphone QR
Reader App
ICBI
To register: Call +44 (0) 20 7017 7200 Fax: +44 (0) 20 7017 7807 Email: info@icbi.co.uk For the latest programme and to register: www.fundforumlatam.com

2. The Brazil Summit: Tuesday 18 October 2011 The Brasil Summit: Terça-Feira 18 de Outubro de 2011
09.00 Registration And Coffee 09.00 Credenciamento e Welcome Coffee
Chairman’s Opening Remarks Abertura do Summit pelo Presidente de Mesa
09.30 Amancio Pérez, Senior Sales Manager - Institutional 09.30 Amancio Pérez, Senior Sales Manager - Institutional
PICTET & CIE (EUROPE) SA PICTET & CIE (EUROPE) SA
Macro Economic Update Atualização Macro Econômica
09.40 Comparing Brazil To Her Sisters In The BRIC Family 09.40 Compare o Brasil Com Suas Irmãs da Família BRIC
Alexandre Andrada, Chief Economist, KLL CAPITAL MANAGEMENT Alexandre Andrada, Chief Economist, KLL CAPITAL MANAGEMENT
Central Bank Update Atualização do Banco Central
10.10 Where Do We See The Currency, Inflation The Interest Rates Going Now? 10.10 Para Onde Estão Caminhando a Circulação de Moedas, a Inflação e a Taxa de Juros?
Jean Marcio de Melo Jean Marcio de Melo
BANCO CENTRAL DO BRASIL BANCO CENTRAL DO BRASIL
Can Brazil Really Establish Itelf As Regional Funds Hub For Latin America O Brasil Poderá Realmente Estabelecer-se como o Centro Regional de
And How Can She Align Herself To The Rest Of The World? Fundos Para a América Latina e Como Poderá se Alinhar a Realidade Global?
10.40 10.40
Paulo E. Corchaki, CIO, ITAU ASSET MANAGEMENT Paulo E. Corchaki, CIO, ITAU ASSET MANAGEMENT
Francisco Jardim, Regional Fund Manager, FUNDO CRIATEC Francisco Jardim, Regional Fund Manager, FUNDO CRIATEC
11.20 Morning Coffee 11.20 Morning Coffee
Brazil As An Asset Class O Brasil Visto Como um Asset Class
What Is The International Allocation In Brazilian Portfolio? And How Can Local Managers Qual a Representatividade da Alocação Internacional Dentro do Portfólio Brasileiro?
Position Themselves To Attract This Business?
Como os gestores Locais Podem se Posicionar para Atrair esses Negócios?
11.40 Alessandra Cardoso, Head of Investment Consulting Brazil, TOWERS WATSON
11.40 Alessandra Cardoso, Head of Investment Consulting Brazil, TOWERS WATSON
Roberto Massaru Nishikawa, Managing Director Head of Global Institutional Clients &
Roberto Massaru Nishikawa, Managing Director Head of Global Institutional Clients &
International Asset Management, ITAÚ ASSET MANAGEMENT
Malcolm McLelland, Director - Research & Analytical Services International Asset Management, ITAÚ ASSET MANAGEMENT
EQUILIBRIO CAPITAL (Brasil) Malcolm McLelland, Director - Research & Analytical Services
EQUILIBRIO CAPITAL (Brasil)
How Much Do Multi-Mercardo Funds Really Diversify The Portfolio?
Investigating New Strategies And How To Access The International Market Quanto os Fundos Multimercados Realmente Diversificam o Portfólio?
12.20 Cláudia Augelli, Partner, EUGÊNIO INVEST Investigando Novas Estratégias e Como Acessar o Mercado Internacional
12.20 Cláudia Augelli, Partner, EUGÊNIO INVEST
Wagner Murgel, Founding Partner, NEO INVESTIMENTOS
Pedro Leite, President, RELIGARE CAPITAL MARKETS (Latin America) Wagner Murgel, Founding Partner, NEO INVESTIMENTOS
Pedro Leite, President, RELIGARE CAPITAL MARKETS (Latin America)
13.00 Lunch
13.00 Lunch
When Will Offshore Take Off?
Walter Maciel, Managing Director, QUEST INVESTIMENTOS Quando os Investimentos Offshore Irão Embora?
Christophe Girondel, Head of Global Fund Distribution, NORDEA Walter Maciel, Managing Director, QUEST INVESTIMENTOS
14.20
Mauricio Bicalho, Partner Christophe Girondel, Head of Global Fund Distribution, NORDEA
14.20
TRISCORP INVESTIMENTOS - MULTI-FAMILY OFFICE (Brazil) Mauricio Bicalho, Partner
Alan Dickson, Partner, CONYERS DILL & PEARMAN TRISCORP INVESTIMENTOS - MULTI-FAMILY OFFICE (Brazil)
Alan Dickson, Partner, CONYERS DILL & PEARMAN
Blowing Bubbles
How Much Longer Can The Brazilian Real Estate Story Continue? Inflando a Bolha
15.00 Michael Teich, Founder and Partner, AVENIDA CAPITAL LLC Até Quando Continuará a Estória do Real Estate Brasileiro?
Mauricio de Chiaro, Angel Investor & Board Member, CANAL DO CREDITO 15.00 Michael Teich, Founder and Partner, AVENIDA CAPITAL LLC
Marcelo Michaluá, Managing Director, RB CAPITAL Mauricio de Chiaro, Angel Investor & Board Member, CANAL DO CREDITO
Marcelo Michaluá, Managing Director, RB CAPITAL
15.40 Afternoon Tea
15.40 Afternoon Tea
Investigating Growth Of Direct Investments Into Equities And Fixed Income
Funds In The Brazilian Market Investigando o Crescimento dos Investimentos Diretos em Equities e
Jose Brazuna, COO - Chief Operating Officer Fundos de Renda Fixa no Mercado Brasileiro
CULTINVEST ASSET MANAGEMENT Jose Brazuna, COO - Chief Operating Officer
16.00 CULTINVEST ASSET MANAGEMENT
Mailson Hykavei, Executive Director - Investment Product & Services 16.00
UBS BRASIL WEALTH Mailson Hykavei, Executive Director - Investment Product & Services
UBS BRASIL WEALTH
Roberto Ferreira de Carvalho Dias, CEO
LANDINVEST DESENVOLVIMENTO E PARTICIPAÇÕES IMOBILIÁRIAS Roberto Ferreira de Carvalho Dias, CEO
LANDINVEST DESENVOLVIMENTO E PARTICIPAÇÕES IMOBILIÁRIAS
Domestic Products for International Diversification Produtos Domésticos para Diversificação Internacional
16.40 16.40
Julio Carlos Ziegelmann, Managing Director of Equity Product, BM&F BOVESPA Julio Carlos Ziegelmann, Managing Director of Equity Product, BM&F BOVESPA
17.10 Chairman’s Closing Remarks 17.10 Encerramento do Brasil Summit Pelo Presidente de Mesa
17.30 End Of Brazil Summit Day 17.30 Encerramento do Brasil Summit
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3. Conference Day One: Wednesday 19 October 2011 1º Dia de Conferência: Quarta-Feira, 19 de Outubro de 2011
08.30 Registration & Coffee 08.30 Recepção Dos Participantes E Welcome Coffee
Chairman’s Opening Remarks Abertura Da Conferência Pelo Presidente De Mesa
09.00 09.00
Carlos Massaru Takahashi, CEO, BB DVTM Carlos Massaru Takahashi, CEO, BB DVTM
View From 30,000 Feet New Visão Sistêmica Novas
Global Funds Flows And Tracking How The Latin American Asset Fluxo Dos Fundos Globais E Como O Mercado De Asset Management Pesquisas
09.10 Research 09.10
Management Industry Is Evolving Latino Americano Está Evoluindo
Daniel Enskat, Managing Director & Head of Global Consulting, STRATEGIC INSIGHT Daniel Enskat, Managing Director & Head of Global Consulting, STRATEGIC INSIGHT
Keynote Economic Roundtable Mesa Redonda Econômica
National Vs. Regional Vs. Global - Which Direction Is It Going And Nacional Vs. Regional Vs. Global - Em Que Direção Estamos Caminhando E
Assessing Impacts To Your Business Quais Os Impactos Para Seu Negócio
09.40 Ana Cristina Gonçalves da Costa Boicenco, Chief Economist 09.40 Ana Cristina Gonçalves da Costa Boicenco, Chief Economist
BRAM-BRADESCO ASSET MANAGEMENT BRAM-BRADESCO ASSET MANAGEMENT
Zeina Latif, Senior Economist Latin America, RBS GLOBAL BANKING & MARKETS Zeina Latif, Senior Economist Latin America, RBS GLOBAL BANKING & MARKETS
Marcelo Carvalho, Head of Latin America Economic Research, BNP PARIBAS Marcelo Carvalho, Head of Latin America Economic Research, BNP PARIBAS
Regulation In The Spotlight Regulamentação Em Destaque
What Regulatory Initiatives Can We Expect Going Forward Into 2012 To Assist Quais As Iniciativas Regulatórias Podemos Esperar Para 2012 Visando
10.20 The Growth Of The Latin American Funds Industry? 10.20 O Crescimento Do Mercado De Fundos Latino Americano?
Daniel Walter Maeda Bernardo Daniel Walter Maeda Bernardo
Head of General Management of Authorization & Register, CVM Head of General Management of Authorization and Register, CVM
10.50 Morning Coffee 10.50 Morning Coffee
FUNDFORUM LATIN AMERICA “THOUGHT LEADERSHIP” SESSION SESSÃO “LÍDERANÇA EM IDÉIAS” FUNDFORUM LATIN AMERICA
Session I: Sessão 1:
Industry “Thought Leadership” Address Discurso da Líderança da Indústria: Sessão I
Desmosthenes M Pinho Neto, CEO, ITAÚ ASSET MANAGEMENT Desmosthenes M Pinho Neto, CEO, ITAÚ ASSET MANAGEMENT
Session 2: Sessão 2:
Guest CEO Address CEO Discurso do CEO Convidado: Sessão II CEO
Carlos Massaru Takahashi, CEO, BB DVTM Focus Carlos Massaru Takahashi, CEO, BB DVTM Focus
11.20 Session 3: 11.20 Session 3:
CEO Think Tank: Painel de Idéias dos CEOs:
Going To The Next Level Of Innovation In the Spotlight: Is The Investment Management Inovações em Destaque Para o Próximo Nível: O Mercado de Gestão
Industry Prepared For The Inevitable Shift In Investment Product Demand? de Investimentos Está Preparado Para O Inevitável Aumento Na Demanda
And Will It Be Able To Meet This Demand? Por Produtos Financeiros? E, Ele Será Capaz De Suprir Essa Demanda?
Alexandre Pavan Pavoa, Former CEO, MODAL ASSET MANAGEMENT Alexandre Pavan Pavoa, Former CEO, MODAL ASSET MANAGEMENT
Eduardo Castro, CIO, SANTANDER BRAZIL ASSET MANAGEMENT Luciane Ribeiro, CEO Brazil, SANTANDER ASSET MANAGEMENT
Luiz Fernando Figueiredo, Founding Partner, MAUA SEKULAR INVESTIMENTOS Luiz Fernando Figueiredo, Founding Partner, MAUA SEKULAR INVESTIMENTOS
Antonio Gil Nievas, CEO, MONEDA ASSET MANAGEMENT Antonio Gil Nievas, CEO, MONEDA ASSET MANAGEMENT
Scott Epstein, Regional Head, HSBC SECURITIES SERVICES - Americas Scott Epstein, Regional Head, HSBC SECURITIES SERVICES - Americas
Networking Lunch and new this year: “Off The Record” CEO Roundtables Networking Lunch e Novidades desse ano: Mesas Redondas “Off The Record”
Your chance to have an informal discussion with the industry’s leading figures. 13.00 de Discussão com CEO. Sua Chance De Ter Uma Conversa Informal Com Os Líderes Da Indústria.
13.00
Tables are limited to 10 people and sign up is on a first come, first served basis when registering As Mesas São Limitadas A 10 Primeiras Pessoas Que Se Inscreverem Para O FundForum LatAm.
as an attendee to FundForum LatAm.
DESENVOLVIMENTO DE
PRODUCT DEVELOPMENT & REGIONAL MARKETS MERCADOS REGIONAIS ESTRATÉGIAS DE
DISTRIBUTION STRATEGIES PRODUTOS & FOCO
STRATEGY FOCUS I MASTERCLASS MASTERCLASS DISTRIBUIÇÃO
ESTRATÉGICO I
Construindo Seu Business na 14.30
Building Your LatAm Business América Latina Através de CHILE Evolução da Distribuição
Through Innovative Strategies And CHILE Estratégias Inovadoras e Rastreando o Crescimento na
14.30 sob o Microscópio –
New Product Development - What Is Tracking The Increasingly Complex Desenvolvimento de Novos Produtos Complexidade e Sofisticação do
Evolving Distribution Under The Para Onde Vamos em 2012?
The Most Attractive Asset Play Right And Sophisticated Environment – Qual o Asset Play Mais Atrativo da Mercado de Fundos Local. Para onde
Microscope - Where Are We Eduardo Mendes
Now For The LatAm Investor? Of The Local Funds Market. Where Atualidade para os os Investimentos Inteligentes Estão
Heading In 2012? SCHRODER INVESTMENT
Is The Smart Money Going? Investidores Latino Americanos? se Direcionando?
Eduardo Mendes Giuliano de Marchi MANAGEMENT BRASIL
Giuliano de Marchi SCHRODER INVESTMENT Jaime de la Barra
ALLIANCE BERNSTEIN Jaime de la Barra 14.30 ALLIANCE BERNSTEIN Peterson Paz
MANAGEMENT BRASIL COMPASS GROUP GOLDMAN SACHS ASSET
14.30 COMPASS GROUP Christophe Girondel
Peterson Paz Patrick O’Grady MANAGEMENT BRASIL
Patrick O’Grady Christophe Girondel POLLUX CAPITAL NORDEA
POLLUX CAPITAL GOLDMAN SACHS ASSET Flavio Sahib
NORDEA Andrea Larrain
MANAGEMENT BRASIL METROPOLITAN LIFE –
Andrea Larrain Fernando Portella LARRAINVIAL (invited)
Fernando Portella Flavio Sahib METLIFE VIDA E PREVIDENCIA
LARRAINVIAL (invited) JEREISSATI PARTICIPAÇÕES S.A. Jorge Valencia
JEREISSATI PARTICIPAÇÕES S.A. METROPOLITAN LIFE –
Jorge Valencia Juan Antonio Barrionuevo VICTORIA CAPITAL MANAGEMENT
METLIFE VIDA E PREVIDENCIA 15:10
VICTORIA CAPITAL CRECERA FINANCE COMPANY
Juan Antonio Barrionuevo MANAGEMENT Desafios para Fundos de
CRECERA FINANCE COMPANY 15:10 Investimentos Mundiais – O Mercado
Challenges For Investment Funds Private Equity COLÔMBIA
de Fundos Está Preparado
Worldwide – Is The Industry Ready Até Quando a Montanha Investigando o Crescimento
Para os Desafios Que Virão?
Private Equity For The Challenges Ahead? Russa Poderá Continuar se Florescente dos Investidores Afluentes
COLOMBIA Tilman Fechter
How Much Further Can The Tilman Fechter Movimentando? em Massa da Colômbia e Como os
Investigating The Flourishing CLEARSTREAM BANKING
Rollercoaster Keep Rolling? CLEARSTREAM BANKING Martin Escobari Asset Management Estão se
Growth In The Mass Affluent Investors ADVENT INTERNATIONAL Preparando Para Esta Nova Realidade
Martin Escobari 15.15 15:35
Of Colombia And How the Asset Nicholas Wollak Juan C. Ravachi
ADVENT INTERNATIONAL 15:35 Gerenciando os Desafios Operacionais
Management Is Gearing Up For This AXXON GROUP RAVIC TECHNOLOGIES LLC
Nicholas Wollak Managing Operational Challenges Quando Investir é uma Arquitetura
15.15 Juan C. Ravachi Jonathon Bond Felipe Iragorri
AXXON GROUP When Investing In An Open Aberta para a Distribuição de Fundos
RAVIC TECHNOLOGIES LLC ACTIS TRIBECA ASSET MANAGEMENT
Jonathon Bond Architecture For Fund Distribution Elisabeth Meyers
Felipe Iragorri Diego Córdoba, TEKA CAPITAL Fuad Velesco Juri
ACTIS Elisabeth Meyers EUROCLEAR
TRIBECA ASSET MANAGEMENT Marco Andre Almeida, KPMG FIDUCIARIA BANCOLOMBIA
Diego Córdoba EUROCLEAR
Fuad Velesco Juri
TEKA CAPITAL
FIDUCIARIA BANCOLOMBIA 16.00 Afternoon Tea & Speed Networking
Marco Andre Almeida, KPMG
16.00 Afternoon Tea & Speed Networking Avaliando Como os Investidores
PERU
Quais as Oportunidades Emergentes Estrangeiros Podem Transpor as
PERU Foreign Investors In Brazil Funds - Painel: Possíveis Neste Mercado em Barreiras Regulatórias e
What Emerging Opportunities Are Current Brazil Tax Benefits And US Como os ETFs Podem Ajudar Crescimento e o Que os Investidores Fiscais na Região
Possible Now In This Growing 16.30 os Investidores da América Estão Observando Atualmente? Douglas C. Harrell
Panel: Tax Reporting Requirements Aldo Fuertes
How Can ETFs Help The LatAm Market And What Are Investors Douglas C. Harrell Latina E Quais as Principais KPMG CAYMAN ISLANDS
16.30 Looking At? POPULAR S/A SAFI
Investor And What Are The KPMG CAYMAN ISLANDS Vantagens do Investimento? Julio Cepeda, KPMG BRAZIL
Aldo Fuertes Guillermo Palomino Douglas Harrell, KPMG
Main Benefits Of Investing? POPULAR S/A SAFI Julio Cepeda, KPMG BRAZIL
Douglas Harrell, KPMG ACCESS CAPITAL GROUP Lino Martins da Silva Junior, KPMG
Guillermo Palomino Lino Martins da Silva Junior, KPMG
ACCESS CAPITAL GROUP
Foco nos Fundos de Infraestrutura:
Funds Infrastructure Focus: MÉXICO Investigando o Desenvolvimento
MEXICO Investigating Developments In 17.15 Mantenha-se Informado com de Sistemas Operacionais e Novas
17.15 Keeping Up With The Increasingly Operating And Technological 17.00 Painel: Experientes Investidores Tecnológicas para a Administração
17.00 Panel: Systems For The Administration de Fundos Mútuos de Fundos de Investimento
Educated Mutual Fund Investors Como os UCITS Irão se
How Will UCITS Play Of Investment Funds Cristian Mucherl, BBVA
Cristian Mucherl, BBVA Comportar no Mercado Latino Joel Cano, AXELERATUM (Palestrante a ser confirmado)
Out In The Latin Asset Joel Cano, AXELERATUM (speaker to be announced) de Asset Management?
Management Space?
Philippe Ricard MILA - Atualize-se Sobre a Melhores Práticas na Linha
Philippe Ricard MILA - Update On The Creation Best Practice From the Frontline
Of A Regional Market For BNP PARIBAS SECURITIES Criação de Um Novo Mercado de Frente da Construção de
BNP PARIBAS SECURITIES Of Building Local Distribution SERVICES Regional de Ações e Fundos Redes de Distribuição Local –
17.30 Stocks And Funds Networks - Do You Have The Right 17.30
SERVICES Você Possui os
William Ortiz Linares Relationships In Place? William Ortiz Linares Relacionamentos Certos?
FIDUCIARIA CORFICOLOMBIANA (speaker to be announced) FIDUCIARIA CORFICOLOMBIANA (Palestrante a ser confirmado)
18.00 Cocktail Reception 18.00 Cocktail Reception
The Fund Forum Latin America End Investor Only Dinner: Jantar de Encerramento do Fund Forum Latin America Investor Only:
19.30 Family Offices, Pension Funds, Endowments and Private Clients. This is your opportunity to meet your peers from 19.30 Family Offices, Pension Funds, Endowments e Clientes Privados. Esta é a sua oportunidade de conhecer seus pares
around the world and compare notes and swap ideas in a friendly, informal environment ao redor do mundo, comparar anotações e trocar idéias e experiências em um ambiente amistoso e informal
Se você preferir ser atendido em português, por favor, contate: IBC Brasil; Telefone: +55 11 3017 6888 Fax: +55 11 3017 6913 Email: fundforumlatam@informagroup.com.br
3

4. Day Two: Thursday, 20 October 2011 2º Dia de Conferência: Quinta-feira, 20 de Outubro de 2011
08.30 Morning Coffee 08.30 Morning Coffee
09.00 Chairman’s Opening Remarks 09.00 Abertura da Conferência pelo Presidente de Mesa
Pension Fund Allocation In Focus: What Are The Latest Regulatory Developments And Alocação de Fundos de Pensão em Foco: Quais são os Últimos Desenvolvimentos Regulatórios e
09.10 How Are They Influencing The Investment Process? 09.10 Como Estão Influenciando o Processo de Investimento?
Gabriel Pellegrini, CEO, GLOBAL EDGE CAPITAL MANAGEMENT Gabriel Pellegrini, CEO, GLOBAL EDGE CAPITAL MANAGEMENT
Latin American Pension Funds In The Spotlight Fundos De Pensão Latino Americanos Em Destaque
Pension Fund Longevity - Are We Really Funded As We Should Be? Longevidade dos Fundos de Pensão - Realmente Estamos Sendo Financiados Como
Asset Liability Management And Modelling Trends For Pension Funds, How To Create A Deveríamos? Responsabilidade dos Asset Management e Tendências de Modelos
Diversified Portfolio, And Tracking The Growth Of The Independent Advisor Business para Fundos de Pensão, Como Criar um Portfólio Diversificado e Acompanhar o
Moderator: François Racicot, Principal, MERCER Crescimento Através de um Advisor Empresarial Independente
09.40 Panellists: 09.40 Moderador: François Racicot, Principal, MERCER
Arlete De Araújo Silva Nese, Investment and Financial Manager, BANESPREV Painelistas:
Aldo Lepori, General Manager, PERUVIAN STATE PENSION FUND (ONP/FCR) Arlete De Araújo Silva Nese, Investment and Financial Manager, BANESPREV
Vitor Paulo Camargo Goncalves, Planning Director, PREVI - Aldo Lepori, General Manager, PERUVIAN STATE PENSION FUND (ONP/FCR)
CAIXA DE PREVIDÊNCIA DOS FUNCIONÁRIOS DO BB INVESTIMENTS Vitor Paulo Camargo Goncalves, Planning Director, PREVI -
Renato Bacchi, Latin America and Caribbean Corporate Finance Manager, ALCOA CAIXA DE PREVIDÊNCIA DOS FUNCIONÁRIOS DO BB INVESTIMENTS
Renato Bacchi, Latin America and Caribbean Corporate Finance Manager, ALCOA
Wealth Management – Who Is Giving The Best Advice Now? Wealth Management – Quem Está Fornecendo o Melhor Conselho no Momento?
Ernesto de la Fe, Managing Director & Ernesto de la Fe, Managing Director &
Regional Head Latin America Private Wealth Management, MORGAN STANLEY Regional Head Latin America Private Wealth Management, MORGAN STANLEY
10.25 Otávio Vieira, Director of Investments, SAFDIE PRIVATE BANKING 10.25 Otávio Vieira, Director of Investments, SAFDIE PRIVATE BANKING
Eduardo Estefan Ventura, Investment Counsellor to Ultra HNW Clients Eduardo Estefan Ventura, Investment Counsellor to Ultra HNW Clients
ITAÚ PRIVATE BANK ITAÚ PRIVATE BANK
Ernesto Leme, CEO, CLARITAS WEALTH MANAGEMENT Ernesto Leme, CEO, CLARITAS WEALTH MANAGEMENT
11.10 Morning Coffee 11.10 Morning Coffee
Ásia em Foco
Interview Asia Focus Entrevista
What Is The Asian Investor Appetite For Entering Latin America? And What Are The Qual o Interesse dos Investidores Asiáticos para Iniciar seus Investimentos na América Latina?
Opportunities For the Latin America Investor In Asia? E Quais as Oportunidades para os Investidores Latino Americanos na Ásia?
11.40 Daniel Enskat, Managing Director & Head of Global Consulting Daniel Enskat, Managing Director & Head of Global Consulting
11.40
STRATEGIC INSIGHT STRATEGIC INSIGHT
Young Hwan Kim, Chief Investment Officer – Latin America Young Hwan Kim, Chief Investment Officer – Latin America
MIRAE ASSET GLOBAL INVESTMENTS MIRAE ASSET GLOBAL INVESTMENTS
Peter Douglas, Principal, GFIA (Singapore) Peter Douglas, Principal, GFIA (Singapore)
Keynote Guest Speaker Keynote Speaker Convidado
Lovemarks: How To Generate Loyalty Beyond Reason For Your Guest 12.30 Lovemarks: Como Gerar Fidelidade Além da Razão Para Sua Organização e Speaker
12.30
Organisation And How This Can Differentiate You From the Crowd Speaker Como se Diferenciar no Meio da Multidão Convidado
Pedro Simko, Chief Marketing Officer, SAATCHI & SAATCHI Pedro Simko, Chief Marketing Officer, SAATCHI & SAATCHI
Lunch For All Delegates & “Off The Record” Lunch Meetings: Almoço Para Todos os Participantes e & Encontros “Off The Record”
Your chance to have an informal discussion with the industry’s leading figures. Tables are limited to 10 people and Sua change de ter uma discussão informal com os líderes da indústria. As mesas são limitadas aos 10 primeiros
sign up is on a first come, first served basis when registering as an attendee to FundForum LatAm. participantes que se registrarem para participar do FundForum LatAm.
Recent As Recentes
Findings From The 13.10 Concluões do Comitê de
13.10 Private Equity Política Monetária – O que Excelência em Branding Ásia em Destaque
Monetary Policy Committee - Branding Excellence Asia In The Spotlight Private Equity
And What This Means to Your Pedro Simko Peter Douglas (speaker to Isso Significa Para Sua Pedro Simko Peter Douglas
(Palestrante a
Business Strategy SAATCHI & SAATCHI GFIA be announced) Estratégia de Negócio SAATCHI & SAATCHI GFIA
ser confirmado)
Alexandre Pundek Rocha Alexandre Pundek Rocha
BANCO CENTRAL BANCO CENTRAL
DO BRASIL DO BRASIL
FUND FOCUS AND MANAGER SELECTION PRODUCT DEVELOPMENT & STRATEGY FOCUS II FUNDOS EM FOCO E SELEÇÃO DESENVOLVIMENTO DE PRODUTOS E
DE GERENCIAMENTO FOCO EM ESTRATÉGIA II
Latin American Managers Going International Gerentes Latino Americanos se
Choosing The Right Vehicle For Reaching Portfolio Manager Showcase Tornando Internacionais
Portfolio Manager Showcase
Investors Worldwide 3 Gestores X 10 mins seguidos por um Como Escolher o Veículo Certo para
3 Managers X 10 mins followed by group discussion
Everything you always wanted to know about grupo de discussão Alcançar Investidores Mundialmente
Luxembourg investment vehicles Tudo o que você sempre quis saber sobre veículos
Fabiano Luz
(UCITS, SIF, SICAR) but were afraid to ask Fabiano Luz de investimentos de Luxemburgo (UCITS, SIF, SICAR)
BANCO SICREDI
14.30 14.30 BANCO SICREDI e tinha medo de perguntar
Stéphane Ries
Eduardo Tkacz Stéphane Ries
KBL EUROPEAN PRIVATE BANKERS S.A Eduardo Tkacz
GALT CAPITAL KBL EUROPEAN PRIVATE BANKERS S.A
Carine Feipel GALT CAPITAL
ARENDT & MEDERNACH (New York) Carine Feipel
HSBC (invited) ARENDT & MEDERNACH (New York)
Michèle Eisenhuth HSBC (invited)
ARENDT & MEDERNACH (Luxembourg) Michèle Eisenhuth
ARENDT & MEDERNACH (Luxembourg)
Real Estate In The Wider Region - A Realidade do Real Estate na América Latina –
Fund Manager Selection Seleção de Gerenciamento de Fundos
Is This A Safe Play? Este Investimento Pode ser Considerado Seguro?
The Do’s And Don’ts Of Getting Yourself Selected O Que Fazer e o que Não Fazer Para Ser Selecionado
15.10 Maurício Levitin 15.10 Maurício Levitin
Gabriel Amado de Moura Gabriel Amado de Moura
PENINSULA INVESTMENTS GROUP PENINSULA INVESTMENTS GROUP
ITAÚ UNIBANCO ITAÚ UNIBANCO
Rafael Pinho, MORGAN STANLEY Rafael Pinho, MORGAN STANLEY
15.40 Afternoon Tea 15.40 Afternoon Tea
Investment Performance And Holistic Brand - Hedge Funds – Is Investor Appetite Returning? Investment Performance And Holistic Brand -
Key Features For Investors? Hedge Funds – O Interesse dos Investidores Retornou?
Andres Azicri Key Features For Investors? Andres Azicri
16.00 CONVEX ASSET MANAGEMENT 16.00
Sabine Bettzüche, CEFA CONVEX ASSET MANAGEMENT
Oscar Decotelli Sabine Bettzüche, CEFA Oscar Decotelli
ALLIANZ GLOBAL INVESTORS EUROPE GmbH VISION INVESTIMENTOS ALLIANZ GLOBAL INVESTORS EUROPE GmbH VISION INVESTIMENTOS
Allan Hadid Allan Hadid
BRZ INVESTIMENTOS BRZ INVESTIMENTOS
16.30 16.30
Multimanager Vs. Fund Of Funds – Multimanager Vs. Fundo de Fundos -
What Is The Appetite Now? Strategies For Market Entry In Brazil Qual o Interesse Atual? Strategies For Market Entry In Brazil
16.40 16.40
Augosto Sales, KPMG Augosto Sales, KPMG
17.00 Close Of Fund Forum Latin America 2011 17.00 Encerramento do Fund Forum Latin America 2011
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