Innovation and strategy for funds and investors
Thursday, April 26: Brasil Investment Summit
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| 8am | Breakfast and registration | ||
| 9am |
Chairman's opening remarks
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Hedge funds and Brazil's growth | |||
| 9.10am |
Keynote address: how to hedge funds and Brazil fit into the new global financial context?
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Onshore or offshore? | |||
| 9.40am |
Q&A: IOF Taxed Exempt - Fixed Income Investments Clayton RodriguesClayton joined BRAM in 2001 at its inception and has over 20 years of experience in asset management specialized in Fixed Income & Derivatives. Clayton manages Interest Rate, Inflation Linked, Multi Strategy and External Debt portfolios. Clayton... 
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| 10.10am |
Panel session: Onshore account - taking investment in Brazil to the next levelModerator: Jose Luis Leite DolesJosé Luis Leite Doles was born 1958 and admitted to practise law in 1982. He attained a Bachelor of Laws (LLB) at São Paulo University Law School in 1981. His practice focuses on banking, financial markets and capital markets law and he has a solid...  Mr. Luiz Francisco Novelli VianaMr. Viana is the founder and CEO of TMG and the founder and Chairman of MVA Participações SA, an investment holding company formed to make and manage investments by Mr. Viana’s family. Mr. Viana has 16 years of experience in principal investing and...  Mr. Clovis Benoni MeurerManaging Partner and CEO of CRP Companhia de Participações, the oldest Private Equity firm in Brazil, with more than 30 years of experience, focused on the South region. Mr. Meurer is graduated in Economics and Business Management and participates...  Marcelo GiufridaMarcelo Giufrida joined BNP Paribas Asset Management as CEO in 2000 and is coordinating the Investment Solutions division in Brazil since 2007. In 2008 was elected Chairman of Anbima, the Brazilian Capital and Financial Markets trade...
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| 10.50am | Morning refreshments and networking | ||
| 11.20am |
Panel session: Offshore account - safety, currency simplicity and taxationModerator: Mr. Peter IjsselingMr. IJsseling is Director Account Management Fund Administration at ANT Fund Services (Curacao) N.V. Mr. IJsseling started his career at MeesPierson Fund Services (presently known as Fortis Prime Fund Solutions). After this tenure at...  Mr. Andrew DoughertyAndrew Dougherty is Managing Director & Head of Alternative and Institutional Solutions for BNP Paribas. Andrew joined BNP Paribas in 2000. In his current role, Andrew is responsible for managing the group’s US fund administration platform and...  Mr. Maarten RobbertsMr. Robberts is the Managing Director of SFT Fund Administration based in Curacao, the former Netherlands Antilles. Mr. Robberts started his career in Amsterdam, the Netherlands with Dubois & Co Register Accountants, a medium sized CPA firm where he ...  Mr. Martin LitwakMartin Litwak obtained his law degree with honours from the School of Law of the University of Buenos Aires (Argentina) and his Master’s degree in Finance from UCEMA (Argentina). He is the managing partner at Litwak & Partners, a boutique law firm...  Ms. Marcia RothschildMarcia brings over 18 years of global industry and product experience, including senior positions at Citigroup in Brazil, Luxembourg and the United States, FXall, the leading multi-bank foreign exchange trading web portal and at BNP Paribas, where...  Ms Michelle Neville-ClarkeMichelle was called to both the Bar of England and Wales and the Bahamas Bar in 1999. Michelle has been a Partner at Lennox Paton since 2005. Her practice areas of expertise within the firm are Banking and Finance, Corporate and...
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Exploring strategies | |||
| 12.10pm |
Panel session: Can alpha be achieved in Brazil? Finding non-correlated returns among a beta mentalityModerator: Mr. Frederico MesnikFrederico Mesnik atua no mercado financeiro ha mais de 20 anos. Iniciou sua carreira em 1988 como trainee de credito no Banco Chase Manhattan. Foi gestor de investimentos por cinco anos no Banco Julius Baer focado no mercaclo de acoes...  Mr. Gustavo Vasquez CaicedoGustavo Vasquez-Caicedo is a Vice President, Research, at Gabelli & Partners based in Zurich, Switzerland. His field of research relates to the capital flows within the global stock exchanges, as well as the development of emerging equity...  Mr Rodrigo SancovskyRodrigo Sancovsky is a Partner and Portfolio Manager at FAMA Investimentos. He also serves as a Fiscal Board representative for FAMA at selected invested companies. Previously, Mr. Sancovsky worked as a Investment Analyst at Rio Bravo...  Mr. Allan HadidAllan Hadid is the CEO of BRZ Investimentos. He joined BRZ in May 2010. Previously he served as CFO and Head of Investor Relations at GP Investments. From 2002 to 2006, he was the Chief Investment Officer of a Brazilian family office. From 2000 to...
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| 12.50pm |
Networking lunch OR working lunch on "The flexibility of Offshore structures for Wealth Management & Asset Protection"Presented by | ||
| 2.10pm |
Q&A: Optimizing returns through shorting Mr. Fabio Dall'AcquaFabio is a Managing Partner and member of the Investment Committee at Constellation Asset Management and has over twenty years of professional experience. Prior to joining Constellation, he was a Managing Director at Itaú Investment Bank in charge...  Mr. Marc FogassaDr. Fogassa manages the Hedgefort Brazil Fund, which has substantially outperformed a benchmark index of Brazilian hedge funds since inception. Hedgefort utilizes a proprietary quantitative approach for net long/short exposure coupled with a...
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| 2.40pm |
Panel session: Active long-only management - does a fund offer the best return on investment?Moderator: Mr. Walter MacielMr. Maciel began his professional career in 1991 at Banco Safra, as a trader at the Equity Desk. In 1995, he joined Banco Garantia (later acquired by Credit Suisse) at Equity Sales and Distribution. In 2003, Mr. Maciel left Credit Suisse to become...  Mr. Eduardo Rezende• Started the public equity strategy at JBI in 2005 • Mellon Global Investments Brazil (1998 - 2005): CIO and senior portfolio manager • Sagitta Fund (1996 - 1998): Portfolio manager • Banco Icatu (1992 - 1996): Trader and corporate finance analyst...  Mr. Marcelo MesquitaMarcelo Mesquita é sócio-fundador da Leblon Equities desde 2008. A Leblon Equities é uma gestora de recursos focada em ações brasileiras com R$ 550 milhões sob gestão em fundos long only, long/short e private equity. Anteriormente Marcelo trabalhou...  Russell DeakinMr. Deakin is a Managing Director of Rio Bravo Investimentos, an independent asset management firm. With a total AUM of USD 2.5 billion, the firm specializes in Brazilian assets and long-term investment strategies. The firm has approximately 90... Mr. Andre Carvalhaes RibeiroFormer partner at FAMA Investimentos, where he worked for six years as a trader, analyst and portfolio manager, André Ribeiro joined Brasil Capital in 2008. Before joining FAMA Investimentos, Mr. Ribeiro worked at Bradesco Templeton Asset Management ...
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Fund management for the future | |||
| 3.20pm |
Fund manager showcase Mr. Mauricio SafdiéMauricio Safdié was born in Brazil. He has been working for the Safdié Group for 27 years, first at Banco Cidade, São Paulo, Brazil, for 7 years being responsible for Treasury. He then left São Paulo for Geneva, Switzerland, eventually becoming a... Mr. Leonardo MartinsLeonardo Martins is a Partner at Turim Family Office & Investment Management.  Mr Flavio LobatoFlavio Lobato is an Executive Director of Liongate Capital Management, Co-Head of Business Development for the Americas. Mr. Lobato has over 15 years of experience investing in alternative and traditional markets. Before Liongate, he was a Managing ... Mr Carlos WoelzJoined Banco BBM SA in 1994 as trader of the Fixed Income Desk, becoming Head the Desk in 1998 and Partner of BBM in 1999. In 2003 became Treasurer of the International Area and an Executive Officer of the Bank in 2005. In 2008 he assumed new... The perfect opportunity to present your fund to a room full of investors looking to allocate! Nominate your fund and you will have the opportunity to pitch a panel of friendly investors for three minutes. To choose the winner, the panel of judges will ask the audience of investors to cheer for each fund and vote on who they think deserves the prize. Every year this is one of the highlights - do not miss it! To nominate your fund, email martin.kelly@terrapinn.com Judges:
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| 4pm | Chairman's closing remarks | ||
| 4.10pm | End of day three followed by refreshments |
