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The PEI Brazil Forum
presented with Strategic Event Partner, ABVCAP
18 – 19 October
Tivoli Hotel – Mofarrej, Sao Paulo Brazil
Day One - Monday 18 October 2010
1:00
Registration & Check-In
1:50
Chairman’s Opening Remarks
Luiz Eugenio Junqueira Figueiredo, Vice Chairman, ABVCAP and Managing Partner, Rio Bravo
2:00
Brazil: 2010 & Beyond
• The evolution of the Brazilian private equity market: what trends will emerge over the next year?
• Where does Brazil fall in the global investing spectrum? Drawing parallels to other regions (emerging and established) to identify resilient sectors and valuation and financing difficulties.
Moderator: Jennifer Choi, Director of Research, EMPEA
Panel Members:
Cate Ambrose, President & Executive Director, Latin American Venture Capital Association
Sidney Chameh, Founding Partner, DGF Investments and Chairman, ABVCAP
Bryon Sheets, Partner, Paul Capital
Peter Thorpe, Associate Director, Smith & Williamson
3:15
Keynote – Breaking Down the Brazil Economy
• Who is driving consumption? Which regions and which sectors are most active?
• Public market comparisons
3:45
Networking Break
4:15
Panel of New Entrants – Breaking the Barrier
This panel, comprised of practitioners that recently entered the Brazilian market, detail their experience and their impetus for taking the dive into the Brazilian private equity market.
• Lessons learned so far
• Biggest obstacles and how to overcome them
Moderator: Maninder Saluja, Co-Head, Emerging Markets Private Equity, Quilvest
Panel Members:
Filipe Cerqueira Caldas, Vice President, Capital Dynamics
Marcelo Di Lorenzo, Managing Director & Head of Brazil, Standard Bank Private Equity
Alex Pellegrini, Partner, Apax Partners LP
Erwin Russel, Managing Partner, Artesia Capital Management
5:00
Keynote Panel of Seasoned Practitioners - Demystifying Brazil
This panel, comprised of the most seasoned practitioners in the region, detail the nuances and intricacies of the Brazilian private equity market.
• What are the best points of entry into the market? Pitfalls to avoid?
• Risk perceptions and risk realities: inflation, interest rates, currency and political uncertainty
• What should international LPs expect in Brazil?
Moderator: Alvaro Goncalvez, Managing Partner, Stratus Group
Panel Members:
Martin Escobari, Managing Director, Advent International
Piero Minardi, Partner, Gavea Investimentos
Alexandre Saigh, Partner, Co-Founder, Head of PE, Patria Investimentos
Mario Spinola, Partner, DLJ South American Partners
6:00
Cocktail Reception
Day Two - Tuesday 19 October 2010
8:00 Invitation Only – LP Breakfast
Claudio Furtado, Executive Director, GV Cepe (FGV, Research Center for PE&VC) and Managing Partner,
CVF Investimentos
9:00
Chairman’s Welcome
Jeff Gendel, Head of Business Development, PEI Media
9:10
LP Panel – Appetites & Concerns
• No Track Record, No Problem: What truly matters in manager selection? What can new funds do to have a fighting chance?
• Cut to the chase: Where are you committing capital? A breakdown of investment strategies, fund types and sectors.
• The case for direct investments, joint ventures or investing through funds.
• Working with local pension plan mandates.
Moderator: Patricia Dineen, Managing Director, Siguler Guff & Company
Panel Members:
Craig Nickels, Director, Private Markets, Washington University Investment Management Co.
Erwin Roex, Partner, Coller Capital
Maninder Saluja, Co-Head, Emerging Markets Private Equity, Quilvest
Scott Voss, Principal, Harbourvest
10:15
Keynote – Stable for how much longer: A political, currency and macro-economic outlook in a global context
Jim O’Neill, Global Chairman, Goldman Sachs Asset Management
10:45
Networking Break
11:15
“Where’s the Bullseye: which fund strategies will deliver the best performance in Brazil going forward?”
• Control only vs minority only vs mixed
• Large cap vs small and medium
• Generalist vs sector dedicated
• Pre IPO vs longer hold
• Brazil only vs regional
• Entirely local firm vs local team part of a larger multi country operation
Moderator: Kevin Johnson, Managing Partner, Liberty Global Partners
Panel Members:
Dirk Donath, Senior Managing Director & Partner, Eton Park Capital Management
Karin Hallin, Vice President, Investment Solutions, Partners Group (USA) Inc.
Philip Reade, Investment Officer, Tarpon Investimentos S.A.
Doug Scherrer, Vice President, General Atlantic
12:00
Presentation & Commentary – Navigating the Regulatory System
• Legislative changes to encourage foreign investment
• What are common mistakes to avoid?
Panel Member:
Fransisco José Bastos Santos, Head of the Collective Investments Schemes Department, Comissão de Valores Mobiliários
Alexandre Fernandes e Souza, Partner, Rio Bravo
12:30
Presentation & Commentary – ESG: Why It Should Factor In Your Investment Strategy for Brazil
• The bottom line impact of integrating ESG into the private equity life-cycle from fund formation to liquidity
Panel Member:
Niclas During, ESG Manager, CDC Group
Alvaro Goncalvez, Managing Partner, Stratus Group
1:00
Networking Luncheon
2:15
LP Keynote – Why Brazil? Why Now?
David Woolford, Managing Director, Capital Dynamics
3:00 – 4:00 Focused Sessions (Opportunities for the Private Sector)
Each sector focused session will kick-off with a report of the current state of the market and continue with discussions on: Where are the investment opportunities? How will deals be structured? For which sectors will private financing models be adopted? What investment structures are preferred? What credit facilities are available and how will they work?
Attendees may choose to attend focused sessions on Infrastructure / Energy, Real Estate and the Middle Market / Consumer sectors
Infrastructure: Airports, Energy, Ports and Logistics
Participants:
Geoffrey Cleaver, Private Equity Director, Banco Santander (Brasil)
Victor M. Munoz, Managing Director and Regional Head Latin America, Denham Capital
George Osorio, Managing Partner, Conduit Capital Partners
Real Estate: Industrial, Residential, Agriculture and Hospitality
Participants:
Axel Chaves, Managing Director – Brazil, Paladin Realty Partners – Brazil
Oscar Decotelli, Head of Business Development, Vision Brazil Investments
Renato Garcia, Managing Director, RG Salamanca
Tom Shapiro, President & Founder, GTIS Partners
Middle-Market/Consumer: Health care, Financial Services, and Retail
Participants:
João Marcelo Eboli, Partner, CRP
Chu Kong, Partner, Actis
Nick Wollack, Managing Partner, Axxon Group
4:00
Close of Forum
* This is a
provisional agenda and remains subject to change at the discretion of
the organizers.
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