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Latin America Investment Conference

Co-hosted by Bloomberg LP and CFA Society New York

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The Latin America Investment Conference, hosted jointly by Bloomberg LP & CFA Society New York, is a must-attend event for investors who have exposure in Latin America. The conference features globally-acclaimed speakers and a range of diverse topics and perspectives to shape investment strategies in Latin American markets, as well as global issues relevant to investors worldwide. The conference is aimed at analysts, portfolio managers, and other senior investment professionals working in or interested in Latin American markets.

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Date

Thursday, Sept. 28, 2017
8:00am – 1:00pm

Location

Bloomberg LP
731 Lexington Avenue
New York, NY 10022
7 East Multi Purpose Room

Fees

FREE

[Members & Nonmembers]

Agenda

8:00 AM – 8:30 AM

REGISTRATION & BREAKFAST

8:30 AM – 12:00 PM

PANEL DISCUSSIONS

Growth and Investment Outlook in Latin America A booming middle class, abundant natural resources and open trade policies are just some of the reasons Latin America continues to attract significant investment by large multi-nationals companies. Despite these advantages, conducting business in Latin America continues to be challenging. Stagnant economic growth, high inflation, unpredictable state interventionism, sub-standard infrastructure and skills shortages represent just a few of the operating challenges companies in the region experience. In this session, we will have discuss our outlook for Latin America and opportunities and challenges of doing business in this important region.

Exploring the Energy Landscape in Latin America This session takes a look at current market conditions and future investment opportunities and risks across a variety of sectors and industries in Latin America.

EM Corporate Investing: The external EM corporate sector is of a similar size to that of the US HY market. What characteristics and drivers impact this growing sector in emerging markets? How has corporate governance standards evolved given recent corruption allegations in Latin America? Have any EM corporates capitalized on the growing Hispanic US market?

Why is now the time to invest in Latin America In this session, we will discuss why NOW is the time to invest in Latin America and what factors we feel are contributing to more people putting their money into these economies.

12:00 PM – 1:00 PM

KEYNOTE

Alejandro Werner, Director of Western Hemisphere Department at the IMF

Speakers

Alejandro Werner

Director of Western Hemisphere Department
IMF

Dom Dipasquale

Regional Head of Core Terminal Sales for Americas
Bloomberg LP

Felipe Hernandez

Latin America Economist for Bloomberg Intelligence
Bloomberg LP

Luis Oganes

Global Head of Emerging Markets Research
JP Morgan Securities

Sara Moreno

Managing Director and Emerging Markets Equity Portfolio Manager and Research Analyst
Jennison

Fernando Grisales, CFA

Portfolio Manager for the Hartford Schroders Emerging Markets Multi-Sector Bond Fund
Schroders

Ignacio Quesada

Managing Director
Alvarez & Marsal Mexico

Jaimin Patel

Senior Credit Analyst for Bloomberg Intelligence
Bloomberg LP

Karina L. Bubeck

Managing Director, Senior Analyst, Emerging Markets Fixed-Income Research Team
TIAA

Matt Claeson

Investec Latin American Corporate Debt Fund and of Compass RF Latam Local Credit Fund
Portfolio Manager

Damian Sassower

Senior Emerging Markets Fixed Income Strategist
Bloomberg LP

Gerardo Rodriguez

Managing Director, Senior Investment Strategist and Business Manager of BlackRock’s Emerging Markets Group
BlackRock

Lisa Schineller

Director in the Sovereign Ratings Department and Economist for Latin America
Latin America Group

Seng Liew

Director
Mackayshields LLC

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the 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.

The CFA Society New York is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY 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. CFA Society New York is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFA Society New York without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFA Society New York is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFA Society New York does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFA Society New York presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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 cfanyevents@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.