Agenda

Welcome remarks 

José Olympio Pereira, CEO, Credit Suisse Brazil

Opening remarks

Jair Bolsonaro, President of Brazil 

Brazilian economy: the next two years and beyond

Paulo Guedes, Minister of the Economy
Moderator: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil

Caixa Econômica Federal: challenges and future plans

Pedro Guimarães, CEO, Caixa Econômica Federal
Moderator: Ivan Monteiro, Vice-Chairman of Investment Bank Brazil and Head of Capital Markets & Advisory Brazil, Credit Suisse

A business approach to investing in nature - an innovative model for protecting the Amazon while generating sustainable returns

Maurizio Totta, Impact Investor and Entrepreneur
Moderator: Marisa Drew, Chief Sustainability Officer, Credit Suisse

TRANSFORMATION ARENA
Venture capital in the IPO space

Tiê Lima, Founder, Enjoei
Israel Salmen, Founder, Méliuz
Marcelo Lima, Partner, Monashees
Moderator: Rafael Gross, Commercial Head, International Wealth Management, Credit Suisse Brazil

The challenges faced by Brazilian states  

Eduardo Leite, Governor of Rio Grande do Sul
Ronaldo Caiado, Governor of Goiás
Moderator: Paulo Hartung, Former Governor of Espírito Santo (2003-2010)
Introduction: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil

Feeding the world in the new decade

Gilberto Tomazoni, Global CEO, JBS
Iuri de Araujo Miranda, CEO, Burger King Brazil
Lorival Luz, CEO, BRF
Moderators: Victor Saragiotto, Head of Foods, Securities Research, Credit Suisse Brazil; and Marcella Recchia, Head of Restaurants, Securities Research, Credit Suisse Brazil

More sanitation, more health for the next decade

Teresa Vernaglia, CEO, BRK
André Pires, CFO, Aegea
Felipe Pinto, Partner, Pátria Infraestrutura  
Moderator: Carolina Carneiro, Head of Utilities and Head of Securities Research Brazil, Credit Suisse Brazil

TRANSFORMATION ARENA 
Revolution in robotics: long-term secular trends

Angus Muirhead, Head of Thematic Equities, Asset Management, Credit Suisse
Pascal Mercier, Head of Thematic Equity Funds Sales, Credit Suisse
Moderator: Yasmine Stephan, Equity Sales, Credit Suisse Brazil

Real estate talks

Leandro Bousquet, Head of Real Estate, Vinci Partners
Thiago Costa, Partner, HSI Investimentos
Moderator: Augusto Martins, Head of Real Estate, International Wealth Management, Credit Suisse Brazil

Large companies that embrace ESG

Paulo Pianez, Director of Sustainability, Marfrig
Walter Schalka, CEO, Suzano
Ricardo Mussa, CEO, Raizen
Moderator: Erica Stols, Credit Portfolio Management, International Wealth Management, Credit Suisse Brazil

Monetary policy and agenda of the Central Bank of Brazil

Roberto de Oliveira Campos Neto, Governor of Central Bank of Brazil
Moderator: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil

Hedge funds: will there be a speedy recovery in 2021?

Luis Stuhlberger, CEO and CIO, Verde Asset Management
Rogério Xavier, Founder, SPX

Moderator: Enio Shinohara, Head of Funds Solutions & Institutional Business Development, International Wealth Management, Credit Suisse Brazil

Message from CEO of International Wealth Management at Credit Suisse

Philipp Wehle, CEO of International Wealth Management, Credit Suisse

Welcome remarks

Marcello Chilov, Head of International Wealth Management, Credit Suisse Brazil

Eletrobras in the era of ESG and the new energy market

Wilson Ferreira Jr., CEO, Eletrobras
Moderator: Carolina Carneiro, Head of Utilities and Head of Securities Research Brazil, Credit Suisse Brazil

Edtech & online learning

Virgilio Deloy C. Gibbon, CEO, Afya
Ari de Sá Cavalcante Neto, CEO, Arco Educação
Moderator: Dr. Kirill Pyshkin, Senior Fund Manager, Credit Suisse Asset Management

Protecting the Amazon

Tasso Azevedo, General Coordinator, MapBiomas, an initiative of the Greenhouse Gas Emissions Estimation System (SEEG), and affiliated scholar of Brazil Lab, Princeton University
Moderators: José Olympio Pereira, CEO, Credit Suisse Brazil 

Brazilian politics and institutions

Fernando Henrique Cardoso, Former President of Brazil (1995-2003)
Michel Temer, Former President of Brazil (2016-2019) and Vice-President of Brazil (2011-2016)
Moderator: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil 

Disrupting the affordable housing market with business model innovation, technology and a purpose-first approach to generating healthy returns

Stefano Buono, Chairman of the Board of Directors, PLANET Smart City
Susanna Marchionni, CEO Brazil, PLANET Smart City
Moderator: Marisa Drew, Chief Sustainability Officer, Credit Suisse

TRANSFORMATION ARENA 
Education talks

Paulo Batista, Founder, Alicerce
Ubiraci Mercês, Founder, Sanar
Thamila Zaher, Member of the Board, Grupo SEB
Moderators: Marcos Toledo, Founder, Canary; and Juliana Pagetti, Head of UHNW, International Wealth Management, Credit Suisse Brazil

IPO 2.0: understanding special purpose acquisition companies (SPACs)

Carlos Augusto Piani (Guga), Founder, HPX
Stefanie Gallagher, Managing Director of Capital Markets & Advisory, Credit Suisse
Moderator: Bruno Fontana, Head of Financial Sponsors Coverage, Capital Markets & Advisory, Credit Suisse Brazil

Views on Brazilian foreign policy

Rubens Antonio Barbosa, Ambassador of Brazil
Sérgio Silva do Amaral, Ambassador of Brazil
Moderator: José Olympio Pereira, CEO, Credit Suisse Brazil

New disruptors emerging

Margot Greenman, Co-founder and CEO, Captalys
Leonardo Santos, Founder and CEO, Semantix
Moderator: Filipe Costa, Head of Tech Coverage, Capital Markets & Advisory, Credit Suisse Brazil

TRANSFORMATION ARENA 
Alpha women: women in leadership

Marcella Ceva, Head of We Ventures
Luiza Helena Trajano, Chairwoman of the Board, Magazine Luiza and President, Grupo Mulheres do Brasil
Bianca Nasser, CFO, BNDES
Moderator: Rosiane Pecora, Managing Director, International Wealth Management, Credit Suisse Brazil

Local and cross border e-commerce in LatAm 

Mariano Gomide de Faria, Founder and Co-CEO, VTEX
Alphonse Voigt, CEO & Co-founder, EBANX
Moderator: Filipe Costa, Head of Tech Coverage, Capital Markets & Advisory, Credit Suisse Brazil

Global cconomy: pandemic, recovery, and impact on markets

Stephen Jen, PhD MIT Economics, CEO, Eurizon SLJ Capital Limited 
Moderators: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil; and Luciano Telo, CIO of International Wealth Management, Credit Suisse Brazil

Investment outlook for 2021

Michael Strobaek, CIO, Credit Suisse Group

Deep thinking: where machine intelligence ends and human creativity begins

Garry Kasparov, Russian Chess Grandmaster, Former World Chess Champion, and Writer 
Moderator: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil 

Welcome remarks 

Ivan Monteiro, Vice-Chairman of Investment Bank Brazil and Head of Capital Markets & Advisory Brazil, Credit Suisse

Message from CEO of Investment Bank at Credit Suisse

Brian Chin, CEO of Investment Bank, Credit Suisse

Hedge funds II: Brazilian equities by local experts - how to build successful portfolios

Carlos Eduardo Rocha, Founder and CIO, Occam Brasil Gestão de Recursos
José Rocha, Co-founder and Partner, Dahlia Capital
Moderators: Haroldo Amaral, Head of Brazil Equities Sales, Credit Suisse Brazil; and Raphael Fonseca, Funds Solutions & Institutional Business Development, International Wealth Management, Credit Suisse Brazil 

Challenges and opportunities for Petrobras in the next decade

Roberto Castello Branco, CEO, Petrobras
Moderator: Regis Cardoso, Head of Oil & Gas, Securities Research, Credit Suisse Brazil

Whats up, China?

David Wang, Chief Economist, Credit Suisse China
Moderator: Solange Srour, Chief Economist, Credit Suisse Brazil

Fight against corruption and corporate governance in Brazil

Sérgio Moro, Director of Alvarez & Marsal Brazil; Former judge and former Minister of Justice and Public Security of Brazil
Moderator: José Olympio Pereira, CEO, Credit Suisse Brazil

Investing across the life cycle: a fireside chat with Dan Loeb

Daniel S. Loeb, Founder & CEO, Third Point LLC
Moderator: Danielle Johnson, Key Account Manager, Credit Suisse

Investing in a time of cholera

Kim Catechis, Head of Investment Strategy, Martin Currie
Moderator: Emerson Leite, Head of LatAm Equities, Credit Suisse

Venture Capital: investing in the future

Guy Perelmuter, Founder and CEO, GRIDS Capital
Everson Lopes, CEO, The Hive
Moderators: Stephane Lopes, Head of Transaction & Structured Solutions, International Wealth Management and Head of GTS Financing, Investment Bank, Credit Suisse Brazil; and Camila Detomi, Head of Alternative Investments, International Wealth Management, Credit Suisse Brazil

Change comes from the top: diversity on boards

Tarcila Ursini, Member of the Boards of Directors of the Korin group, Agrogalaxy, Capitalismo Consciente and BLab
Pedro Wongtschowski, Chairman of the Board, Ultrapar Participações S.A.
Lisiane Lemos, Co-founder of Conselheira 101, Advisory Board Member of UNFPA Brazil, Emeritus Board Member of Conscious Capitalism Institute in Brazil, Forbes Under 30 and Tech Executive
Moderator: Ana Paula Pessoa, Member of the Board of Directors, Credit Suisse Group

BNDES: perspectives for 2021

Gustavo Montezano, CEO, BNDES
Moderator: Ivan Monteiro, Vice-Chairman of Investment Bank Brazil and Head of Capital Markets & Advisory Brazil, Credit Suisse

TRANSFORMATION ARENA 
PropTech

Matt Pencz, Co-founder, Loft
Eduardo Campos, Co-founder, Yuca
Moderators: Michael Nicklas, Partner, Valor Capital; and Bruno Margato, Director of Real Estate, International Wealth Management, Credit Suisse Brazil

Oil: the independents

Ricardo Savini, CEO, 3R Petroleum
Décio Oddone, CEO, Enauta Energia S.A.
Moderator: Ivan Monteiro, Vice-Chairman of Investment Bank Brazil and Head of Capital Markets &A dvisory Brazil, Credit Suisse

Hidden gems: entrepreneurship in the next decade

Jorge Paulo Lemann, Co-founder, Fundação Estudar and Fundação Lemann
Henrique Dubugras, Co-CEO, BREX
Moderator: Rosiane Pecora, Managing Director, International Wealth Management, Credit Suisse Brazil 

Lessons from a hedge fund legend: a fireside chat with Lee Ainslie III

Less Ainslie III, Founder and CEO, Maverick Capital
Moderators: Marcello Chilov, Head of International Wealth Management, Credit Suisse Brazil and Enio Shinohara, Head of Funds Solutions & Institutional Business Development, International Wealth Management, Credit Suisse Brazil 

The Social Dilemma: the impact of social media on society

Jeff Orlowski, US filmmaker, Director of "The Social Dilemma" documentary (Netflix)
Moderator: Haroldo Amaral, Head of Brazil Equity Sales, Credit Suisse Brazil

Welcome remarks 

Sávio Barros, Vice-Chairman of International Wealth Management, Credit Suisse Brazil

Europe after Brexit 

The Rt Hon Sir John Major KG CH, Former Prime Minister of the United Kingdom and Senior Advisor to Credit Suisse 
Moderator: José Olympio Pereira, CEO, Credit Suisse Brazil 

Private equity: investing in the era of technology

Rodrigo Catunda, Principal, General Atlantic
Henrique Muramoto, Principal, Warburg Pincus 
Paulo Passoni, Managing Investment Partner, Softbank Group
Moderator: Bruno Fontana, Head of Financial Sponsors Coverage, Capital Markets & Advisory, Credit Suisse Brazil

TRANSFORMATION ARENA
Fintech talks 

Sergio Furio, Founder and CEO, Creditas
Hernan Kazah, Managing Partner and Co-founder, Kazek Ventures 
Moderators: Camila Detomi, Head of Alternative Investments, International Wealth Management, Credit Suisse Brazil; and Filipe Costa, Head of Tech Coverage, Capital Markets & Advisory, Credit Suisse Brazil

Investments in ESG: the opinion of specialists

Glaucia Terreo, Head of GRI Brasil
Cristóvão Alves, ESG Research Manager, SITAWI
Fernanda Rezende, Senior Director, Fitch Ratings’ Brazil Corporate Finance Group
Moderators: Erica Stols, Credit Portfolio Management, International Wealth Management, Credit Suisse in Brazil; and Alexandre Miguel, Equity Portfolio Management, International Wealth Management, Credit Suisse in Brazil

Economic outlook for LatAm (ex Brazil)

Alonso Cervera, Chief Economist for LatAm ex Brazil, Credit SUisse
Moderator: Charles Pilliod, Head of Mexico Equities Sales & Trading, Credit Suisse

TRANSFORMATION ARENA 
2020 a remarkable year

Fabien Mendez, CEO, Loggi
Daniel Scandian, CEO, MadeiraMadeira
Moderators: Eric Acher, Founder and Partner, Monashees; and Camila Detomi, Head of Alternative Investments, International Wealth Management, Credit Suisse Brazil

Outlook for US politics and economy in 2021

James Sweeney, Chief Economist, Credit Suisse Group and CIO Americas
Douglas Lee, US Policy, Credit Suisse
Jonathan Golub, Chief US Equity Strategist, Credit Suisse
Moderator: Solange Srour, Chief Economist, Credit Suisse Brazil

Neobanks and their impact on Brazilian incumbents

João Vitor Menin, CEO, Banco Inter 
Moderator: Marcelo Telles, Head of LatAm Securities Research, Credit Suisse

TRANSFORMATION ARENA
Financial technology solutions

Bernardo Gomes, CEO, Sinqia
Marco Stefanini, Founder and CEO, Topaz Group
Antonio Soares, CEO, Conductor
Moderator: Filipe Costa, Head of Tech Coverage, Capital Markets & Advisory, Credit Suisse Brazil

Distressed investments: what has changed after Covid-19

Alexandre Cruz, Founder and Partner, Jive Investments
Rafael Fritsch, Partner, Canvas Capital
Moderator: Camila Detomi, Head of Alternative Investments, International Wealth Management, Credit Suisse Brazil

The State of São Paulo: challenges and opportunities for the next decade

João Doria, Governor of São Paulo
Moderator: José Olympio Pereira, CEO, Credit Suisse Brazil

Keynote speaker: Larry Summers

Larry Summers, Charles W. Eliot University Professor and President Emeritus at Harvard University
Moderator: Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil

Concluding remarks 

Ilan Goldfajn, Chairman of the Board, Credit Suisse Brazil