Tuesday, April 24: Brasil Investment Summit

last modified: 18 May '12

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8am

Breakfast and registration

9am

Chairman's opening remarks

Mr. Sanjay R. Bharwani

Sanjay R. Bharwani is the CEO of Ipanema Capital and has a deep understanding of capital markets in Latin America and India. Sanjay is also an expert on risk management and derivatives trading and is based in New York. Previously, he was on the...

› Mr. Sanjay R. Bharwani, Chief Executive Officer, Ipanema Capital

Investor perspectives on Brazil

9.10am

Panel session: liquid/illiquid, equities, fixed income, macro - where do investors see the most opportunity in Brazil?

Moderator:

Mr. Sanjay R. Bharwani

Tariq Fancy

Prior to joining CPP Investment Board, Tariq was a Principal at MHR Fund Management in New York. Before joining MHR in 2003, he was in the Investment Banking Division of Credit Suisse First Boston in New York and Palo Alto. Tariq holds an MBA with ...

Mr. Grant Ballantine

I qualified as an actuary while working with the Scottish Widows’ Fund in Edinburgh. Most of my career has been spent at the Government Actuary’s Department (GAD), culminating in 13 years as head (Directing Actuary) of the team responsible for...

› Mr. Sanjay R. Bharwani, Chief Executive Officer, Ipanema Capital
› Tariq Fancy, Principal, Canada Pension Plan Investment Board
› Mr. Grant Ballantine, Investment Advisor, Allenbridge Epic

9.50am

Panel session: What do family offices want? Brazil's role in global asset allocation

Mr. Mauricio Bicalho

With over 18 years of investment management experience, Mr. Bicalho is a founding partner of Triscorp (in 2003), responsible for investment advisory services (asset allocation, manager selection, etc.), a member of the Executive Committee. Prior...

Mr Roberto Luiz Corrêa da Fonseca at Brasil Investment Summit 2012

› Mr. Mauricio Bicalho, Partner, Triscorp Investimentos
› Mr Roberto Luiz Corrêa da Fonseca, Partner, TNA - Taboaço, Nieckele & Associados Gestão Patrimonial

10.30am

Speed networking

11.10am

Morning refreshments and networking

11.30am

Panel session: The Brazilian investor perspective - what is the appetite for Brazilians to invest abroad versus locally?

Moderator:

Mr. Otávio Vieira

Mr. Vieira is partner at Fides Asset Management, responsible for internal processes and institutional relations. He began his career as a fixed income sales & trading associate. Later on, he performed the role of fixed income senior trader for bank...

Mr. Thiago de Resende Andrade

Thiago de Resende Andrade, born in Belo Horizonte–Brazil, has a degree in Economics from Catholic University of Minas Gerais-PUC MG. Thiago began his career at ArcelorMittal Brasil in 2007, working in corporate finance and management of pension...

Mr. Rogério Brenand Pazzim

Rogério Brenand Pazzim, Administrador, graduado pela Fundação Educacional de Barretos, Mestre em Administração pela Universidade Moura Lacerda, possui experiência de 10 anos no mercado, tendo exercido a função de dirigente do Instituto de...

Mr. Roberto Henrique Gremler at Brasil Investment Summit 2012

Mr. Ricardo Pavie at Brasil Investment Summit 2012

› Mr. Otávio Vieira, Partner, Fides Asset Management
› Mr. Thiago de Resende Andrade, Investment Analyst, ACEPREV - Acesita Previdência Privada
› Mr. Rogério Brenand Pazzim, Manager of Investments, Fundação Eletrosul de Previdência e Assistência Social - ELOS
› Mr. Roberto Henrique Gremler, Senior Consultant, Towers Watson
› Mr. Ricardo Pavie, Head of New Projects, Petros - Fundação Petrobrás de Seguridade

Allocation innovation

12.10pm

Networking lunch

Exploring real assets

1.30pm

Panel session: Understanding the drivers of the real estate market in Brazil

Moderator:

Mr Richard Strasser

Based in Sao Paulo, Brazil, Richard Strasser is the Director of Latin America for Contrarian Capital Management, LLC. Contrarian Capital is a Greenwich, CT hedge fund group with approximately USD 4.0 billion in assets under management. Richard is...

Mr. Daniel Cherman

Mr. Cherman joined Tishman Speyer in 2001 and is responsible for the firm’s activities in Brazil. Prior to assuming the role of country head in 2009, Mr. Cherman held a number of roles in the firm’s Brazil team, including serving as Chief Operating...

Mr. Luis Largman at Brasil Investment Summit 2012

Mr. James Worms

James R. Worms is Chairman and Chief Executive Officer of Paladin Realty Partners, LLC, an institutional real estate investment fund manager headquartered in Los Angeles that has invested in more than $5 billion of real estate in the United States...

Mr Jose Eduardo Varandas

José is a Deputy-Director responsible for the Investment Department of Brookfield Incorporações in Brazil. He has 9 years of real estate experience. Since joining Brookfield in 2008, José has been involved in land acquisitions, project...

› Mr Richard Strasser, Director, Latin America, Contrarian Capital Management, L.L.C.
› Mr. Daniel Cherman, Managing Director and Country Head, Brazil, Tishman Speyer
› Mr. Luis Largman, Chief Executive Officer, PDG Securitizadora
› Mr. James Worms, Chief Executive Officer, Paladin Realty
› Mr Jose Eduardo Varandas, Head of Investment, Brookfield Incorporacoes

2.10pm

Panel session: Unplugging Brazil's infrastructure bottleneck

Moderator:

Mr Eduardo Farhat

Eduardo Farhat is a Managing Director of Darby Overseas Investments, manager of Brazil Mezzanine Infrastructure, a private equity fund focused on the Brazilian infrastructure sector, which was raised key Brazilian institutional investors. With more...

Mr. Leonam dos Santos Guimaraes

Nascido em 1 de janeiro de 1960, no Rio de Janeiro-RJ, é graduado em Ciências Navais pela Escola Naval (1980) e em Engenharia Naval e Oceânica pela Escola Politécnica da USP (1986). Possui mestrado em Engenharia Naval e Oceânica pela USP...

Mr. Joubert Fortes Flores Filho

Mr. Joubert Fortes Flores Filho, 54, has extensive experience in transport and people management. He began his career at Metrô Rio in 1974, having served as electric and mechanics infrastructure Coordinator. Nowadays he is an Institutional...

Mr. Walter Americo da Costa Souza

Walter Americo da Costa Souza is the Superintendent of Planning at INFRAERO.

Mr. Alessandro Levy

Alessandro S. Levy is currently responsible for investor relations activities and long term financial plan in the OHL Brasil. Prior to that, Alessandro has worked as a specialist analyst in valuation in investment bank and financial...

Mr. Marcelo Pinheiro at Brasil Investment Summit 2012

› Mr Eduardo Farhat, Managing Director, Darby Stratus Adm. Investimentos Ltda.
› Mr. Leonam dos Santos Guimaraes, Assistant to the Chief Executive Officer, Eletrobrás Termonuclear S.A. Eletronuclear
› Mr. Joubert Fortes Flores Filho, Director, Institutional Relations and Human Resources, Mêtro Rio
› Mr. Walter Americo da Costa Souza, Superintendent of Planning, INFRAERO
› Mr. Alessandro Levy, Investor Relations Officer, OHL Brasil
› Mr. Marcelo Pinheiro, Investments Analyst, Bradesco Asset Management

2.50pm

Afternoon refreshments and networking

3.20pm

Panel session: Is food the next oil? Agriculture investment potential

Moderator:

Mr Philip Corzine

Phil Corzine is the General Manager of South American Soy—a U.S. based Limited Liability Company focusing on agricultural investments, management and operations in Brazil. Since co-founding South American Soy in August of 2003, Corzine has...

Mr. Michael Felman

Michael Felman is President and CEO of MSF Capital Advisors, a global financial advisory firm. His firm represents institutional investors such as family offices, venture capital, private equity, fund of funds, hedge funds and a select group of high ...

Mairson R. Santana

Engenheiro Agrônomo pela EARTH University – Costa Rica, América Central. É Gerente Geral da Agro Norte Pesquisa e Sementes Ltda, empresa que atua no Agronegócio com produção de Sementes, Pesquisa e Melhoramento Genético de Soja...

Mr. José Humberto Prata Teodoro Júnior

José Humberto Prata Teodoro Júnior atualmente ocupa a posição de diretor executivo da BrasilAgro, uma empresa brasileira de capital aberto engajada na aquisição, desenvolvimento e cultivo de fazendas. Entre as principais responsabilidades...

› Mr Philip Corzine, General Manager, South American Soy
› Mr. Michael Felman, Chief Executive Officer and President, MSF Capital Advisors
› Mairson R. Santana, General Manager, Agro Norte Pesquisa e Sementes Ltda
› Mr. José Humberto Prata Teodoro Júnior, Head of Strategic Investment, Commercial and Financial and Strategic Planning, Brasil Agro

Private equity

4pm

Panel session: Inside the Brazilian private equity boom - is there too much money chasing too few deals?

Moderator:

Ms Ana Paula de Castro

Ana Paula de Castro is the Regional Director covering Brazil, Argentina, Chile, Peru and Uruguay. She has over 10 years of experience in internal due diligence for middle sized corporate reorganization, contributing to the advisement of business...

Mr. Marcos Pinto

Marcos Pinto is a Partner at Gavea Investimentos.

Mr Eduardo Grytz at Brasil Investment Summit 2012

Mr. Demósthenes Marques

Demósthenes Marques, born in Passo Fundo - Brazil, has a degree in civil engineering from Universidade Federal de Santa Maria - Brazil and a diploma in Urban Development from Faculdades Integradas Cândido Mendes, Brazil. He has certificate in Public ...

Mr. Silvio Renato Rangel Silveira

Silvio Renato Rangel Silveira atua desde 1997 como diretor em fundo de pensão no Brasil, ocupando desde 2006 o cargo de diretor superintendente da FIBRA (entidade com patrimônio de R$ 1,6 bilhões), depois de ter ocupado os cargos de diretor...

› Ms Ana Paula de Castro, Regional Director, DataSite Latin America, Merrill Corporation
› Mr. Marcos Pinto, Partner, Gavea Investimentos
› Mr Eduardo Grytz, Partner, Performa Investimentos
› Mr. Demósthenes Marques, Director of New Acquisitions, Caixa Participações S/A
› Mr. Silvio Renato Rangel Silveira, Diretor Superintendente, FIBRA Fundação ITAIPU-BR de Previdência e Assistência Social