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Cvent Transition Guide

2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit

November 16, 2021

Overview

A virtual Asset Owner Series event, presented in collaboration with CFA Society Peru

This Asset Owner Series Virtual Summit will take a comprehensive look at topics directly affecting Latin American asset owners. Hear from international investors, asset managers and owners, and other experts on the most pressing issues facing Latin American investments today.

Presenters will discuss political considerations on a regional and international scale, changing economic and regulatory policies that are impacting investment decisions, and ongoing risks and opportunities in a post-COVID environment. Learn how ESG trends and infrastructure needs could help determine the stability

Asset Owners Attend Free

Asset Owner status must be verified by filling out the brief form linked below. For eligibility, check the box marked “I believe I am an Asset Owner” to request and receive your complimentary admission (example).

Complimentary Admission

Agenda

8:20 AM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

Iñigo Bengoechea, CFA, CPA, CAIA, FRM, Senior Director, CFA Institute


8:30 AM |  PANEL DISCUSSION

Moderator

Melvin Escudero, CFA, Founder and CEO, El Dorado Asset Management and El Dorado Investments; Chair – Advocacy Council, LATAM and the Caribbean


Panel

Francisco Mina, Head of Equities, AFP Habitat

Fernando Manrique, CFA, CAIA, Deputy CIO and Head of Bottom-Up Strategy, AFP Integra


9:30 AM | PANEL DISCUSSION

Moderator

Hugh Miller, CFA, PMP, Head of Asset Management, JN Fund Managers Limited


Panel

Nerisha Farquharson, CFA, Vice President – Treasury and Private Equity, Proven Management Limited

Monique Frederick, CFA, FRM, Head of Asset Management, Butterfield Bank (Cayman) Limited

Bruce Jackson, CFA, HBA EVP, Chief Wealth Management Officer, Clarien Bank Limited

Richard Look Kin, General Manager, First Citizens Investment Services

Ramon Small-Ferguson, CFA, FRM, CAIA, Executive Vice President, Asset Management & Research, Barita Investments Limited


10:30 AM |  PANEL DISCUSSION

Moderator

Iñigo Bengoechea, CFA, CPA, CAIA, FRM, Senior Director, CFA Institute


Panel

Andres Herrera, CIO, Colfondos S.A.

Eduardo Atehortua, Head of Latam (ex-Brazil), Principles for Responsible Investments (PRI)

Fiona Stewart, Lead Financial Sector Specialist, Long-term Finance Team, World Bank Finance, Competitiveness & Innovation Global Practice


11:35 AM | CLOSING REMARKS

Melvin Escudero, CFA, Founder and CEO, El Dorado Asset Management and El Dorado Investments; Chair, Advocacy Council, LATAM and the Caribbean

Additional Details

Areas of Focus

  • LATAM political and policy issues facing today’s investors
  • Asset allocation considerations in emerging markets