Event Agenda
9:00 AM Welcome, Registration & Networking Breakfast | Boas Vindas, Credenciamento & Café da Manhã
10:00 AM Brazil LP Roundtable | Mesa Redonda LP Brasil
A focus on the alternative portfolios of leading LPs in Brazil where allocators share success stories, strategies, and the decisions they have made to provide returns to their stakeholders.
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Foco nos portfolios de investimentos alternativos de Limited Partners no Brasil onde investidores compartilham casos de sucesso, estratégias, e as decisões que foram tomadas para trazer maior retorno para os stakeholders.
Moderator:
Odirley Araujo Rios, Head of Private Equity, FUNCEF
Panelists:
Raphael Viana Khalil, Investment Solutions Strategist & Asset Allocation, Bradesco Global Private Bank
Thiago Mendes Rodrigues, Investment Director, IPREV DF
Paulo César Werneck, Chief Investment Officer, PETROS
10:45 AM The Modern Investor's Toolkit: Mastering Private Credit and Special Situations in a Shifting Landscape
A focus In today's rapidly evolving investment landscape, seizing opportunities in private credit and global special situations is not just prudent—it's essential for maximizing returns and mitigating risks. Bain Capital is among the most active and respectable players in Private Credit and Global Special Situations. Jeff Hawkins, deputy managing partner at Bain Capital, will dive deep into the strategies and insights that Bain Capital employs to navigate these dynamic markets successfully. From identifying emerging trends to leveraging Bain Capital's global network for deal flow, they will share actionable insights and real-world examples that will empower professional investors to capitalize on the next wave of opportunities in alternative investments.
Presenter:
Jeffrey Hawkins, Deputy Managing Partner, Bain Capital
11:10 AM Morning Networking Break / Coffee Break & Networking
11:40 AM Family Office & Wealth Management Round Table | Mesa Redonda de Family Office e Gestão de Patrimônio Privado
Regional Private Wealth Culture is distinct, what are cultural boundaries to different asset classes? What social, cultural, political and economic issues do GPs need to be aware of?
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A cultura de gestão de patrimônio privado no Brasil possui características únicas. Quais barreiras culturais afetam diferentes classes de ativos? Além disso, quais são os temas sociais, culturais, políticos e econômicos que os GPs precisam estar conscientes?
Moderator:
Andre Leite, Partner & Chief Investment Officer, TAG Investimentos
Panelists:
Dennis Kac, Diretor de Investimentos, Brainvest Wealth Management
Walter Moreira Neto, Diretor de Investimento, Epitychia Family Office
Renato Eid Tucci, Socio e Superintendente de Estratégias Beta e Investimento Responsável, Itaú Asset
Mariana Chaves, Partner & Family Office Advisor, Legend Wealth
12:25 PM The Rise of Private Capital in Latin America
The alternatives market in Brazil and Latin America is evolving rapidly with its own network of diverse economic and geographic investment opportunities. During this presentation we will discuss the latest data and analysis and understand the key factors that are set to have an integral impact on alternative assets in 2024 including: The macro environment and its effect on fundraising AUM; LP sentiment on fees and terms; Fees and terms, globally and in Latin America
Presenter:
Brigid Connor, AVP - Research Insights, PREQIN
12:45 PM Networking Lunch / Almoco de Networking
1:45 PM Institutional Allocations to Venture Capital: Why consider early-stage investments? | Alocações Institucionais em Venture Capital: Por que considerar investimentos em estágios iniciais?
VC Funds offer access to cutting-edge tech as well as opportunities to address pressing issues like climate and diversity. How do institutions identify real opportunity for returns and sector-specific value in early- stage fund investing?
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Os Fundos de Venture Capital oferecem acesso a tecnologia de ponta, bem como oportunidades para abordar questões relevantes, como clima e a diversidade. Como identificar oportunidades reais de retorno e benefícios específicos para determinado setor nos investimentos em fundos de estágio inicial?
Moderator:
Gabriel Casella, Partner, Peninsula Partners
Panelists:
Rony Porat, Senior Vice President & Head of Brazil, IDB Bank
Thomaz Figueiredo, Founding Partner, Provence Partners
Carolina Assis, Private Equity & Venture Capital, Turim Family Office
2:30 PM Exploring Private Debt and Credit in the Landscape of Alternative Assets | Explorando Dívida Privada e Crédito no Contexto de Investimentos Alternativos
Understanding the dynamic world of alternative assets, focusing on private debt and private credit. Panelists discuss how these assets can play a pivotal role in building a modern sophisticated portfolio.
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Explorando o dinâmico mundo de investimentos alternativos, com foco em títulos privados e crédito privado. Panelistas discutem como esses ativos podem desempenhar um papel fundamental na construção de um portfólio moderno e sofisticado.
Moderator:
Carlos Alberto Zachert, Chief Investment Officer, Postalis
Panelists:
Leonardo Mandelblatt, Chief Investment Officer, FAPES
Luciano Lautenberg, Managing Director, Kawa Capital Management
Victor Roberto Hohl, Chief Investment Officer, Sebrae Previdência
Mario Guerreiro, Director of Illiquid Alternatives, UBS Wealth Management
3:15 PM Afternoon Networking Break / Coffee Break & Networking
3:45 PM Impact Investment & ESG | Investimento de Impacto & ESG
Institutional investors are also increasingly aware of environmental, social, and governance criteria. Big issues being considered include climate change, gender diversity and corporate governance distribution. What are the approaches to ensuring ESG integration while creating long term value? What are the dangers of the conception of ESG as a “greenwash”? What are the challenges and differences of ESG in Emerging Markets vs. Developed Markets?
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Os investidores institucionais estão cada vez mais conscientes dos critérios ambientais, sociais e governamentais. Temas importantes que estão sendo considerados incluem mudança climática, diversidade de gênero e distribuição de governança corporativa. Quais são as abordagens para garantir a integração de ESG e, ao mesmo tempo, criar valor a longo prazo? Quais os riscos de considerar ESG como uma "fachada ambiental"? Quais são os desafios e as diferenças de ESG em mercados emergentes e mercados desenvolvidos?
Moderator:
Phillipe Käfer, Brazil Lab Program Lead, Global Innovation Lab for Climate Finance
Panelists:
Francis Nascimento, Diretora de Investimentos, PREVCOM (Fundação de Previdência do Estado de São Paulo)
Marcelo Seraphim, Head of Brazil, Principles for Responsible Investment
Raphael Santoro, Diretor de Investimentos, Willis Tower Watson
4:30 PM Strategies, Trends, and Opportunities for 2024 | Estrategias, Tendencias e Oportunidades
Experts will discuss the most effective approaches to exploring offshore & onshore markets, with a special focus on current trends and key areas of interest for the second half of 2024. We will cover how to identify and access the best investment managers and effectively source opportunities. Additionally, we will explore strategies for generating returns from offshore markets while being based in Brazil.
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Especialistas discutirão as abordagens mais eficazes para explorar mercados offshore e onshore com foco especial nas tendências atuais e nas áreas de maior interesse para o segundo semestre de 2024. Vamos abordar como identificar e acessar os melhores gestores de investimentos e selecionar oportunidades de forma eficaz. Além disso, exploraremos estratégias para gerar retornos a partir de mercados offshore sendo baseado no Brasil.
Moderator:
Daniel Rummery, Founding Partner, Brunel Partners
Panelists:
Karen Michels, Financial Planner, AQVA Wealth Management
Dennis Kac, Investment Director, Brainvest Wealth Management
5:00 PM End of Event Happy Hour & Networking