2nd Annual LatAm & Caribbean Asset Owners Series Virtual Summit

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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

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.