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Cvent Transition Guide

LatAm & Caribbean Asset Owners Series Virtual Summit 2020

November 4, 2020

Overview

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

CFA Society Peru and CFA Society New York will head a fantastic three day event that will go deep into the issues facing Latin American asset owners. Discussions will cover: post COVID-19 risks and opportunities, infrastructure, economic and regulatory policies that will impact investments, ESG and more. All views will be provided by asset owners and international investors.

Agenda

3:00 PM | WELCOMING WORDS

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

Melvin Escudero, CFA, Chairman – Atlantic Islands and Latin America Advocacy Council, CFA Institute


3:15 PM | SUMMIT INTRODUCTION

Margaret Franklin, CFA, President & CEO, CFA Institute


3:25 PM | SPECIAL INTERVIEW: LATAM AND CARIBBEAN MARKETS AS AN OPPORTUNITY FOR INTERNATIONAL ASSET OWNERS

Stephen M. Horan, PhD, CFA, CIPM, CAIA, Managing Director of the Americas Region, CFA Institute


4:10 PM | PANEL: WHAT WILL FISCAL AND ECONOMIC PRESSURES MEAN FOR BRAZILIAN INVESTMENTS?

Moderator

Mauro Miranda, CFA, FRM, Managing Partner and Investment Advisor, Panda Investimentos AAI Ltda


Panelists

Bruno Maueler, CFA, Head of Investments, Fundação Copel

Gustavo Ottoni, Investments Manager, Centrus – Fundação Banco Central de Previdência Privada

Raphael Barreto, CFA, CFO, Mongeral Aegon


5:05 PM | PANEL: INVESTING UNDER UNCERAIN ENVIRONMENTS

Moderator

Hugo Aravena, CFA, CAIA, CIPM, Director – Portfolio Solutions, BTG Pactual; Board Member, CFA Society Chile


Panelists

Francisco Mina, Head of Equities, AFP Habitat

Pascal Verbruggen, CIO, Administradora de Fondos de Cesantía de Chile

Felipe Lira, Head of Investment Strategy, AFP Capital


3:00 PM | SPECIAL PRESENTATION: LATAM AND CARIBBEAN MARKETS: ADVOCACY AND REGULATORY CHALLENGES FOR ASSET OWNERS

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


3:40 PM | PANEL: WHERE TO FIND VALUES IN MEXICO’S PUBLIC AND PRIVATE MARKETS

Moderator

Sebastian Miraelles, CFA, CAIA, Managing Partner, Tempest Capital


Panelists

Axel Christensen, Managing Director, Chief Investment Strategist for LatAm & Iberia, BlackRock

Juan Veron, CFA, CIO, Principal Group

Alonso García Tamés, Managing Director, Strategic Partnerships, Latin America, CDPQ Mexico


4:35 PM | PANEL: ARGENTINA ECONOMIC OUTLOOK AFTER DEBT RESTRUCTURING

Moderator

Agustin Ortiz Fragola, CFA, Vice President, CFA Society Argentina


Panelists

Pablo Albina, Country Head for Argentina & Uruguay, Head of Investment for Latin, Schroders Investment Management

Gustavo Neffa, Director, Research for Traders

Juan Manuel Pazos, Chief Economist, TPCG


5:30 PM | PANEL: COLOMBIA’S POST COVID-19 SITUATION AND OUTLOOK OF PRIVATE MARKET INVESTMENTS OPPORTUNITIES

Moderator

Mauricio Guzmán, CFA, CAIA, President, CFA Society Colombia


Panelists

Juan Sebastián Restrepo, Head of Investments, Skandia AFP

Oscar Rocha, CFO, Global Seguros de Vida S.A

Andres Lozano, CIO, Colfondos AFP


8:30 AM | PANEL: PERU OUTLOOK—ECONOMIC RECOVERY AND INVESTMENTS OPPORTUNITIES

Moderator

Bruno Ghio, CFA, CAIA, FRM, President, CFA Society Peru


Panelists

José Larraburre, Chief Investment Officer, Prima AFP

Jose Martinez, Executive Vice President of Investments, Rimac Seguros

Diego Marrero, CIO, AFP Habitat


9:25 AM | PANEL: NEW INVESTMENTS OPPORTUNITIES URUGUAY

Moderator

Barbara Mainzer, CFA, President, CFA Society Uruguay


Panelists

Juan Siutto, CFO, Banco de Seguros del Estado

Santiago Hernández, CIO, AFAP Sura

Fabian Ibarburu, CFA, CEO, CAF-AM Uruguay


10:20 AM | PANEL: ENHANCING CARIBBEAN CAPITAL MARKETS FROM FRONTIER MARKET TO INVESTABLE EMERGING MARKET STATUS IN THE POST COVID ERA

Moderator

Monique French, CFA, Chief Credit Officer, CIBC FirstCaribbean International Bank; Board Member/Governance Chair, CFA Society Jamaica


Panelists

Julian Mair, Chief Investment Strategist, JMMB Group

Steven Gooden, CFA, CEO, NCB Capital Markets

Carl Ross, Partner & Sovereign Credit Analyst, GMO LLC


11:15 AM | CLOSING COMMENTS: CFA INSTITUTE IMPACT ON POST COVID-19 NEW NORMAL AND THE TRENDS IN THE GLOBAL INVESTMENTS

Daniel Gamba, CFA, Global Head of Active Equity Product Strategy, BlackRock; Vice Chair, CFA Institute Board of Governors

Additional Details

Areas of Focus

  • Post COVID-19 impact on the markets: Risks and Opportunities
  • Infrastructure Investments
  • New Economic and Regulatory Policies
  • Trends in ESG