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our speakers
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Fabio Moser
Chief Investment Officer
PREVI
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Maurício da Rocha Wanderley
Diretor de Investimentos e Finanças
Fundação Vale do Rio Doce de Seguridade Social - Valia
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Ricardo Weiss
Investment Director
FAPES - BNDES Pension Fund
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Eduardo Brito
Gerente de Investimentos
Telos Fundação Embratel de Seguridade Social
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Carlos Eduardo da Cunha Gomes
Economic Affairs Director
National Secretariat for Pension Funds, Ministry of Social  Security of Brazil
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Richard Moore
State Treasurer
North Carolina
Speaker photoCarl Hess
Global Head of Investment Consulting
Watson Wyatt
 
 
Connecting Brazilian asset allocators with lucrative global opportunities
 
Educating fund managers on how to meet the needs of institutional investors in Brazil
Economic and regulatory changes have created opportunities and presented new challenges to Brazil’s institutional investor community. As interest rates come down, they are moving larger portions of their portfolios into equities and alternatives. At the same time, the CVM and CMN have opened new markets and asset classes to Brazilian pensions and fund managers. 
Based on this demand for new investments opportunities and need for education, Terrapinn is bringing its most comprehensive asset allocation event to Brasil. 

 

Pre-conference workshop:
ETFs: from basic to advanced strategies

This course will provide practical training on the most important issues institutions face when trading iShares. From the more strategic ones like asset allocation, core-satellite investing and duration management to the more tactical ones like how to place trades, how to short iShares and how they operate internally, you will be armed with the tools you will need to navigate the ETF world. All in one day with the leader in the industry.

Your workshop leaders:

Marcelo Allain, Head, BGI Brazil
Diego Mora, Executive Manager, BGI Brazil
Natalie Pickering, PhD, Strategist for Institutional Investors, US, Barclays Global Investors 
 

 » View the full agenda

 

Agenda at-a-glance

Conference day one:
 
Wednesday, December 3, 2008

  • Setting the stage: capital markets and macro economics
  • Defining allocation limits and building a framework
  • Comparative asset allocation models
  • Greek lessons: aplha and beta

Conference day two:
Thursday, December 4, 2008 

  • Following the plan: implementing asset allocation strategies
  • Choosing external fund managers
  • Sustainability and earning social dividends
  • Fixed income: what has changed and what remains the same? 

» Register now & save 10%

 
A conference by and for institutional investors

The Asset Allocation Summit Brasil is designed around the unique needs of domestic and international institutional investors.
 
Brazilian investors, including open and closed pension plans, corporate treasuries and insurance companies, will find information on portfolio strategies, asset classes and risk management. The agenda will include case studies from local and overseas investors, insights from consultants, and expertise from regulators, government officials and economists.

International investors are increasingly looking to Brazil for returns in the face of a slowing global economy. The recent upgrade to investment grade, has only made the spotlight burn brighter. Here, they can gain the latest intelligence on the state of the Brazilian capital markets, learn how local investors are accessing the markets and meet leading domestic asset managers.

» Reserve your seat now and save 10%

 

 


silver sponsors
› Become a sponsor
sponsorship opportunities
Asset Allocation Summit Brasil is an unrivalled, year round and cost-effective marketing solution, culminating in face-to-face meetings with your customers and prospects.

It is more than just an event – it is an opportunity to take an important place in a regional, targeted, 24/7 marketing campaign.

The earlier you confirm your participation, the more marketing benefits and the greater ROI you will receive.
 
 
Target your market!
 
For details contact
Spencer Craig
conference details
Pre-conference workshop:
Tuesday, Nov 2nd 1pm - 5pm 
  
Conference:
Day 1
Wednesday, Nov 3rd 9am - 5:30pm
Day 2
Thursday, Nov 4th 9am - 5:30pm

› Find out more
› Add this to my calendar

Register online now
or call +1 212 379 6320