Credit Suisse Brasil LAIC 2023 | Agenda

LAIC 2023 | Agenda

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  Ballroom 1 Ballroom 2 Ballroom 3 Insights Arena
10:00 a.m.

Welcome Remarks 
Marcello Chilov
, CEO of Credit Suisse Brazil and Head of Wealth Management Latin America

     
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
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
 

 

Brazilian Energy and Infrastructure (online)
Luís Henrique Guimarães, CEO of Cosan

Moderator: Ivan Monteiro, Chairman of Wealth & Investment Banking, Regis Cardoso, Securities Research  analyst of LatAm Oil, Gas & Petrochemicals, Transportation & Capital Goods

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
     
2:00 p.m.

2023 Global Investment Outlook
Philipp Lisibach, Chief Global Strategist of Credit Suisse

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
Miguel Gularte, CEO of BRF, André Pessoa, CEO of Agroconsult

Moderators: Regis Cardoso, Securities Research analyst of LatAm Oil, Gas & Petrochemicals, Transportation & Capital Goods, and Agribusiness, Marcella Recchia, Securities Research analyst of LatAm Retail, Food & Beverages

Carbon Market
Fábio Galindo, co-founder and co-CEO of Future Carbon

Moderator: Carolina de Azevedo, Sustainable and Impact Investing Advisory

Building Equity Investment Franchises
Gustavo Salomão
, CIO of Norte Asset, Marcello Silva, CIO of Aster Capital

Moderators: Haroldo Amaral, Head of Brazil Equity Sales, Guilherme Zaczac, Head of Liquid Alternative & Institutional Mandates Brazil

Fintechs: The Rise of Neobanks
Felipe Felix, co-founder and CEO of will bank, Glauber Correa, CEO of Agibank, Glauber Mota, CEO of Revolut Brazil

Moderator: Filipe Costa, Head of Tech, Fintech, FIG and Education, IBCM Brazil

4:00 p.m.

China: Rebound Expected, but Challenges Abound
David Wang
, Head of Asia Economics (ex Japan) and Chief China Economist

Moderator: Solange Srour, Chief Economist for Brazil Luciano Paiva, CIO for Brazil

Middle East Overview
Bruno Daher, Head of Wealth Management Middle East and Turkey

Moderator: Marcello Chilov, CEO of Credit Suisse Brazil and Head of Wealth Management Latin America

K-12 Education and Students' Emerging Profile
Chaim Zaher, CEO and founder of Grupo SEB Educação; Thamila Cefali Zaher, managing director at Grupo SEB Educação

Moderator: Maurício Cepeda, Securities Research analyst of LatAm Education & Health Care

Venture Capital: Divestment Challenges and Opportunities
Michael Nicklas
, partner at Valor Capital, Eric Acher, partner at Monashees

Moderator: Priscila Cassandre, Managing Director, Latin America UHNW Clients

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
Zoltan Pozsar, Global Head of Short-Term Interest Rate Strategy

Moderator: Mauro Oliveira, Head of Latin America Equities, Luciano Telo, CIO for Latin America

6:00 p.m.


Instituto Ambikira: Isabel Pillar
, Head of Instituto Ambikira

Macro Outlook: Navigating Global Rates
Felipe Guerra, CIO of Legacy Capital, Rodrigo Azevedo, CIO and Founder of Ibiúna Investimentos

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
     
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
   

 

10:00 a.m.

Leading sustainable solutions and ESG practices
Christian Gebara, CEO of Telefônica Brasil, Cristiano Cardoso Teixeira, CEO of Klabin and João Marques da Cruz, CEO of EDP

Moderator: Nicole Bellini, ESG Specialist for Latin America

  CS Evolution
André Bannwart and David Jordan, co-heads of CS Evolution

Moderator: Luciano Telo, CIO for Latin America

JBS: challenges and opportunities
Gilberto Tomazoni
, CEO of JBS

Moderator: Marcela Recchia, Securities Research analyst of LatAm Retail, Food & Beverages

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
1:00 p.m. Brazilian Political Scenario
Thomas Traumann, journalist and Fabio Zanini, journalist Folha de S. Paulo
     
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
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
Ana Cabral-Gardner, CEO of Sigma Lithium, Luciana Costa, CEO of Natixis (Groupe BPCE)

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
Tarcísio Gomes de Freitas
, governor of São 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
Daniel Leichsenring
, Chief Economist of Verde Asset Management, Felipe Tâmega, Chief Economist of Absolute and Solange Srour, Brazilian Chief Economist

Moderator: Guilherme Zaczac, Head of Liquid Alternative & Institutional Mandates Brazil

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