Credit Suisse Brasil LAIC 2023 | Agenda
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| Ballroom 1 | Ballroom 2 | Ballroom 3 | Insights Arena | |
| 10:00 a.m. | Welcome Remarks |
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| 10:05 a.m. | Brazilian Economic Agenda Guilherme Mello, secretary of economic policy, Ministry of Finance of Brazil Moderator: Solange Srour, Chief Economist for Brazil; Luciano Paiva, CIO for Brazil |
The Future of Banking David Vélez, founder and CEO of Nubank Moderator: Marcelo Telles, Head of Latin America Securities Research |
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| 11:00 a.m. | Brazil: The Next Ten Years Abilio Diniz, Chairmain of the Board at Península Participações, Rubens Menin, Chairman of MRV, Banco Inter, Log, CNN Brasil and Radio Itatiaia Moderator: João Camargo, CEO of CNN Brasil, chairman of Grupo Esfera |
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Brazilian Energy and Infrastructure (online) |
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| 1:00 p.m. | Keynote speaker: Mo Gawdat (online) Author of Solve for Happy: Engineer Your Path to Joy, Scary Smart: The Future of Artificial Intelligence, How You Can Save Our World and That Little Voice in Your Head Moderator: Ana Paula Pessoa, Chair of Credit Suisse Brazil and Leonardo Cabral, Head of IBCM Brazil |
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| 2:00 p.m. | 2023 Global Investment Outlook Moderator: Luciano Telo, CIO for Latin America, Luciano Paiva, CIO for Brazil |
Sanitation for transformation André Pires de Oliveira Dias, CFO of AEGEA Saneamento, Gesner Oliveira, Partner at GO Associados, Professor at FGV and CCA IBGC Moderator: Carolina Carneiro, Head of Securities Research Brazil and analyst of LatAm Electric & Other Utilities |
Challenges of Transforming the State Francisco Gaetani, Extraordinary secretary for transformation of the state of the Ministry of Management and Innovation in Public Services Moderator: Solange Srour, Chief Economist for Brazil |
Challenges in the Macro Investment Landscape Bruno Coutinho, CEO and Portfolio Manager of MAR Asset, André Raduan, Partner and Portfolio Manager of Genoa Capital Moderators: Enio Shinohara, Head of Portfolio Funds Advisory for Latin America, Haroldo Amaral, Head of Brazil Equity Sales |
| 3:00 p.m. | Opportunities in Agribusiness |
Carbon Market |
Building Equity Investment Franchises Moderators: Haroldo Amaral, Head of Brazil Equity Sales, Guilherme Zaczac, Head of Liquid Alternative & Institutional Mandates Brazil |
Fintechs: The Rise of Neobanks |
| 4:00 p.m. | China: Rebound Expected, but Challenges Abound |
Middle East Overview |
K-12 Education and Students' Emerging Profile |
Venture Capital: Divestment Challenges and Opportunities |
| 5:00 p.m. | The role of BNDES and the development of Brazil Natalia Dias, Head of Capital Markets of BNDES, Alexandre Abreu, CFO of BNDES Moderators: Leonardo Cabral, Head of IBCM Brazil |
Special Sits and Credit André Suguita, founding partner of JUGIS; Max Lima, founding partner of HSI Moderator: Enio Shinohara, Head of Portfolio Funds Advisory for Latin America |
Latam Nearshoring opportunities Hector Ibarzabal, Managing Director and COO of Prologis Mexico, Armando Fregoso, Managing Director of Prologis Brazil, Gustavo Silva, Managing Director at DSV Brazil Moderator: Vanessa Quiroga, Head of SR Mexico and analyst of LatAm Cement & Construction, Metals & Mining |
Bretton Woods 3.0 |
| 6:00 p.m. |
Moderators: Mauro Oliveira, Head of LatAm Equities, Guilherme Zaczac, Head of Liquid Alternatives and Institutional Mandates Brazil |
| Ballroom 1 | Ballroom 2 | Ballroom 3 | Insights Arena | |
| 9:00 a.m. | Welcome remarks Francesco De Ferrari, CEO of Wealth Management of Credit Suisse (online) and Ivan Monteiro, Chairman of Wealth & Investment Banking of Credit Suisse Brazil |
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| 9:05 a.m. | Eletrobras Wilson Ferreira Júnior, CEO of Eletrobras; and Elvira Presta, CFO & RI of Eletrobras Moderator: Carolina Carneiro, Head of SR Brazil and LatAm analyst of Electric & Other Utilities |
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| 10:00 a.m. | Leading sustainable solutions and ESG practices |
CS Evolution André Bannwart and David Jordan, co-heads of CS Evolution Moderator: Luciano Telo, CIO for Latin America |
JBS: challenges and opportunities |
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| 11:00 a.m. | Brazilian Investment Scenario for 2023 and Ahead Henrique Carsala de Martins, CEO of Brookfield Moderators: Leonardo Cabral, Head of IBCM Brazil; Ivan Monteiro, Chairman of Wealth & Investment Banking |
Uruguay as an investment destination Azucena Arbeleche, Minister of Economics of Uruguay Moderator: Jorge Fertis, Managing Director, Wealth Management Latin America |
Brazilian Financial Markets Gilson Finkelsztain, CEO of B3, João Pedro Barroso do Nascimento, chief commissioner of the Brazilian Securities Commission (CVM), Otavio Yazbek, partner at Yazbek Advogados Moderators: Mauro Oliveira, Head of LatAmEquities; Marcelo Telles, Head of Latin America Securities Research |
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| 1:00 p.m. | Brazilian Political Scenario Thomas Traumann, journalist and Fabio Zanini, journalist Folha de S. Paulo |
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| 2:00 p.m. | Brazil Equity Outlook Bruno Garcia, CIO of Truxt Investimentos, Carlos Eduardo Rocha, CIO of Occam Moderators: Mauro Oliveira, Head LatAm Equities, Enio Shinohara, Head of Portfolio Funds Advisory for Latin America |
The challenges of Rio Grande do Sul state Eduardo Leite, governor of Rio Grande do Sul Moderators: Solange Srour, Chief Economist for Brazil and Camila Camargo, CEO of Esfera Brasil |
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| 3:00 p.m. | Outook for Power Sector: Investing in Complex Energy Projects Paulo Godoy, CEO of Alupar, Lucas Araripe, Casa dos Ventos, Ricardo Botelho, CEO of Energisa Moderator: Carolina Carneiro, Head of SR Brazil and LatAm analyst of Electric & Other Utilities |
Green industry Moderators: Leonardo Cabral, Head of IBCM Brazil, Nicole Bellini, ESG Specialist for Latin America |
Long-Term Investments: Technology and the Future of Education and Healthcare Leila Orenstein, CIO of Gera Capital, Henrique Muramoto, Head of Warburg Pincus Brazil Moderator: Bruno Fontana, Head of Healthcare, Financial Sponsors and Telecom & Media, IBCM Brazil |
Challenges and investment opportunities for the State of S. Paulo Moderators: Ivan Monteiro, Chairman of Wealth & Investment Banking, Solange Srour, Chief Economist for Brazil |
| 4:00 p.m. | Green economy in process Milton Pilão Jr., Founding Partner of Orizon, Edmond Farhat, Founding Partner of Rio Alto Moderator: Gabriela Rodrigues, Head of Brazil Financing & Products |
The Fiscal Situation of the Brazilian States Pricilla Santana, Secretary of Finance of Rio Grande do Sul state Moderator: Luciano Paiva, CIO for Brazil |
Outlook for Alternative Investments in Latin America Ariane Di Iorio, Head of Global Distressed Assets investments of IFC, Felipe Pinto, Partner at Pátria Infraestrutura, Guilherme Ferreira, Managing Partner at Jive Investments Moderator: Marcela Vaz, Illiquid Alternative Products for LatAm |
Real Estate: a Buy Opportunity in 2023 Thiago Costa, Founding Partner of Central Capital, Augusto Martins, Head of Real Estate Asset Management Brazil Moderator: Lucas Cirillo, Financing & Alternative Products |
| 5:00 p.m. | Energy Transition 3.0 Pedro Parente, founding partner of eB Capital Moderator: Mario Guerreiro, Brazil Financing & Alternative Products |
Trends for healthcare: Securing healthcare access in a pressured economy Marcelo Hahn, CEO of Blau, Jeane Tsutsui, CEO of Fleury Group, Moderator: Maurício Cepeda, Securities Research analyst of LatAm Education & Healthcare |
Brazil Economic Scenario Moderator: Guilherme Zaczac, Head of Liquid Alternative & Institutional Mandates Brazil |
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| 6:00 p.m. | USA Eric S. Rosengren, chairman of the Federal Reserve Bank of Boston, 2007–2021 Moderator: Solange Srour, Chief Economist for Brazil, Luciano Telo, CIO for Latin America |