Wednesday, April 25: Brasil Investment Summit afternoon session

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	BREAKING DOWN THE MEGATRENDS
2.10pm	Brazil's inflation battle - government targets and market needs › Mr. Rodrigo Bresser-Pereira, Chief Executive Officer, Head Portfolio Manager, Bresser Administração de Recursos Ltda.
2.40pm	Q&A: is there a credit bubble in Brazil? Moderator: Mr. Oscar Decotelli Oscar Decotelli is a Partner at DXA Investimentos. Mr. George Wachsmann George Wachsmann has a B.S. in Economics from Universidade de São Paulo and received his M. Sc. in Management Science & Engineering from Stanford University. He has over 18 years of expertise in the financial market. Prior to establishing BAWM, he... Rafael Amiel Rafael Amiel is Regional Managing Director for Latin America in the Economics and Country Risk Group at IHS Global Insight. He coordinates the group’s analysis and forecasts and is responsible for reporting on Peru, Mexico, and Brazil. Dr. Amiel is... Mr. Marcelo Michaluá Marcelo Michaluá, administrador de empresas pela FGV/São Paulo (1994), onde também obteve Pós-Graduação (1997), e mestre em Relações Internacionais, com especialização em International Finance & Banking pela The Fletcher School of Law&Diplomacy... › Mr. Oscar Decotelli, Partner, DXA Investimentos › Mr. George Wachsmann, Founder and Partner, BAWM Investments › Rafael Amiel, , IHS › Mr. Marcelo Michaluá, Managing Partner, RB Capital
3.20pm	Afternoon refreshments and networking
3.40pm	Understanding the correlation between the Brazilian markets and the rest of the world Mr. Rodrigo Constantino Rodrigo Constantino atua no mercado financeiro desde 1997, como analista de empresas e gestor de portfólio. Como sócio da Graphus é responsável pela análise macroeconômica. Trabalhou por 6 anos na JGP, fazendo análise de empresas brasileiras e... › Mr. Rodrigo Constantino, Managing Partner, Graphus Capital
4.10pm	Tail risk, regimes and asset allocation Mr. Will Kinlaw Will Kinlaw oversees the Portfolio and Risk Management Group (PRMG) at State Street Associates, the independent investment research arm of State Street Global Markets. The PRMG is a pioneer in developing and applying innovative optimization... › Mr. Will Kinlaw, Managing Director, Head of Portfolio and Risk Management Group, State Street Associates
4.40pm	Keynote address: Oil price benchmarks, fundamentals and the implications for commodity investors › Mr Gilberto Ribeiro de Carvalho, Manager of Strategic Planning, Petrobras
5.10pm	End of day two
5.15pm	Cocktail party followed by Destaques Awards Ceremony and Gala Dinner