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2017 Agenda 

Tuesday, January 31, 2017

8:00

Registration and breakfast

9:30

Welcome Remarks

José Olympio Pereira (CEO of Credit Suisse Brazil) 

9:45

Opening Speech

Michel Temer (President of Federative Republic of Brazil)

10:30

Anchoring expectations and the path for the future

Ilan Goldfajn (Governor of the Central Bank of Brazil)

Moderator: Nilson Teixeira (Brazil Chief Economist)

11:20 Break

11:40

Brexit in a Global Context: Challenges and Opportunities

The Rt Hon Sir John Major KG CH (Former Prime Minister of the United Kingdom and Senior Advisor to CS)

Moderator: José Olympio Pereira (CEO of Credit Suisse Brazil)

12:30 Break

12:50

Lunch (Ballroom 1, 2, and 3): Brasília in Turmoil: What's Next?

Gerson Camarotti (Journalist at Globo News) and Vera Magalhães (Journalist at O Estadão)

Moderator: Nilson Teixeira (Brazil Chief Economist)

14:15

Ballroom 1

Ballroom 3

New Vintage of Brazilian Hedge Fund Managers

Márcio Appel (CEO/CIO of Adam Capital), 
Fabio Okumura (Head and CIO of CSHG Gauss) and 
Eduardo Bodra (Partner and Portfolio Manager of Canvas Capital)

Moderator: Ibrahim Hajar (Head of Products Team in Private Banking Division of Credit Suisse)

Brazil’s Infrastructure: Opportunities and Challenges

Roads and Airports (Ballroom 3, 2:10 p.m.)

Marcelo Allain (Secretary of Coordination of PPI1), Dr. César Borges (President of ABCR2), Fábio Augusto de Amorim (Federal Auditor of External Control of TCU3) and Jorge Bastos (General Director of ANTT4)

Moderator: Felipe Vinagre (LatAm Transportation Analyst)

15:05

Ballroom 1

Ballroom 3

A multi-asset approach to investing in LatAm

Rodolfo Spielmann (Senior Managing Director, Head of Latin America, Canada Pension Plan Investment Board)

Moderator: Andrew T. Campbell, CFA (Head of LatAm Research and LatAm Equity Strategist)

Brazilian Education: Time to Improve Our Grades

Maria Helena Guimarães de Castro (Executive Secretary of the Ministry of Education), Priscila Fonseca da Cruz (Executive Officer of Todos pela Educação) and Nicola Calicchio (Managing Partner of Mckinsey Latin America)

Moderator: Tobias Stingelin, CFA (LatAm Education Analyst) 

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Palm One - 2nd floor

Brazil's Infrastructure: Opportunities and Challenges

Roads and Ports
Marcelo Allain (Secretary of Coordination of PPI1), Uriel Papa (Secretary of TCU3), and Fernando Paes (Executive Director at ANTF5)

Moderator: Felipe Vinagre (LatAm Transportation Analyst)

15:50

Break

16:00

Transforming São Paulo

João Doria (Mayor of São Paulo)

Moderator: José Olympio Pereira (CEO of Credit Suisse Brazil)

16:50

Break

17:00

Ballroom 1

Ballroom 3

Tapping Opportunities in the Brazilian Healthcare Market

Dr. Claudio Luiz Lottenberg (CEO of UnitedHealthcare Brazil)

Moderator: José Olympio Pereira (CEO of Credit Suisse Brazil)

A World in Disruption

Bettina Warburg (Co-Founder of Animal Ventures) 

Moderator: Emerson Leite, CFA (Head of LatAm Equities)

17:50

Break

18:00

Luis Stuhlberger (CEO and CIO of Verde Asset Management)
Daniel Leichsenring (Chief Economist of Verde Asset Management)

1 Investments and Partnerships Program (PPI). 2 Brazilian Association of Toll-Road Concessionaires (ABCR). 3 Brazilian General Accounting Office (TCU). 4 Brazilian Land Transportation Agency (ANTT). 5 Brazilian Association of Railroad Carriers (ANTF).

Pagination

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