LatAm & Caribbean Asset Owners Series Virtual Summit 2020

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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

Wednesday, November 4

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

Thursday, November 5

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

Friday, November 6

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

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.

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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.