November 8th-10th, New York, NY

Day one: Wednesday, November 9th, 2011

Macroview and international institutional investment

8:15 Breakfast and registration

FULFILLING INTERNATIONAL POTENTIAL

9:00 Chairman’s opening remarks

9:10Keynote address: Dismissing the imaginative risk - why Brazil is an opportunistic and safe investment

  • Reviewing Brazil’s investment landscape: What is the true investment potential? What challenges will it face in transitioning from an emerging to developed economy?
  • What are international allocators looking for and does foreign fear come from? - emerging market, political concerns, regulation, the unknown
  • Will Brazil succeed in living up to expectations and deliver on the 2014 World Cup and 2016 Olympic Games?
  • By the numbers - where Brazil was and where it’s going
  • How important are Brazil opportunities on the world stage?

Potential speaker:

Eike Batista, Founder and President, EBX

9:40 Keynote address: Getting real with the real – Brazilian currency valuation

  • As the real appreciates, is a currency bubble a legitimate risk?
  • Currency volatility on exports – avoiding noncompetition
  • Foreign investors’ impact on interest rates and inflation – has the IOF worked to depreciate the real?
  • Overcoming market fragmentation
  • How has Europe’s debt crisis impacted Brazilian liquidity?
  • How will the RMB affect the real?

Potential speaker:

Luciano Coutinho, President, BNDES

10:10

Establish new relationships in one powerful, ‘quick-fire’ speed networking session.

10:50Morning refreshments and networking

BRIDGING THE GAP BETWEEN THE EAST AND THE WEST

11:10Panel session: Breaking down the BRIC: why each country deserves separate status

  • Brazil vs. China – the democracy/communist difference and the risk of a Chinese bubble
  • Brazil vs. India – India has 23 stock exchanges, a multitude of languages and cultures and nuclear involvement; Brazil has one exchange, one culture and no ties to nuclear weapons
  • Brazil vs. Russia – Russia’s contrasting private property system and dependency on oil and gas

Potential speakers:

Shri Chandra SekharMohapatra, Director - Capital Market Division, Ministry of Finance - India

Guido Mantega, Minister, Ministry of Finance – Brazil

Raj Mehta, Managing Director, Persistent Edge Management

Brenda Tse, Managing Director - Greater China,Permal

INTERNATIONAL INSIGHT

11:50 Keynote panel session: Best practices and insights from global fund managers

  • Strategies, lessons and stories learned from the fund world’s thought leaders
  • Applying these tactics to Brazil
  • How hedge funds have weathered the global economic crisis
  • Forecast for Brazil’s development and investment potential

Potential speakers:

Jonathan Wauton, Chief Investment Officer,Ermitage

Lawrence Robbins, Chief Executive Officer, Glenview Capital

NagiKawkabani, Co-CEO,Brevan Howard

James Melcher, Founder, Partner and Chief Investment Officer,Balestra Capital

12:30Networking lunch

1:30Keynote address:Global allocation strategies and the growing importance of Brazil

  • Does the traditional asset allocation model still work? Have pension funds given their buy-in to “trendier” and more dynamic alternative models?
  • To what extent does the “internationalization" of the pension fund cut its risk through diversification?
  • Adopting a global tactical asset allocation model – can it work and how can it be done?
  • Spotlight on Brazil – are pension funds hooked or are they hesitant to invest in emerging markets?

Potential speaker:

Christopher Ailman, Chief Investment Officer,CalSTRS

ALTERNATIVE ASSETS

2:00Panel session: Building on the Brazilian real estate boom

  • From stagnation in 2009 to growth in 2010 and 2011 – what will 2012 bring in the real estate sector?
  • Post-election outlook: regulation, interest rates, and the real
  • How will massive investment in national infrastructure affect construction costs and real estate returns?
  • What do record-low unemployment and skilled labor shortages mean for developers? Does Brazil need updated labor laws?
  • Housing and retail: what a growing middle class will mean for these sectors

Potential speakers:

Wilson Amaral, Chief Executive Officer, Gafisa

João Rossi, Co-Founder & Chairman, Rossi Residencial

Mauricio Levitin, Managing Director, Peninsula Investments Group

Richard Strasser, Director of Latin America, Contrarian Capital Management

Eric Lang, Managing Director, Real Assets, Teacher Retirement System of Texas

2:40Panel session: Agriculture- a sleeping giant in investment

  • Is food the next oil? – how a growing population and worldwide need are propelling agriculture investment potential
  • Wheat, corn, soy and other crops that hold the highest upside
  • The future of farmland: the increasing trend of buying farmland to farm and not for housing development and the need for increased productivity
  • Where are the investment opportunities in packaged food?
  • The inextricable link to infrastructure: what needs to be done for both sectors to excel

Potential speakers:

Patrick Morris, Chief Executive Officer & President, HAGIN Capital

Philip Corzine, General Manager, South American Soy

Ethel Senhauser, Sector Manager, Latin America and the Caribbean, Agriculture and Rural Development Team, World Bank

Warren Weissman, Chief, Industries and Services Division, Structured and Corporate Financing Department, Inter-American Development Bank

3:20Afternoon refreshments and networking

3:40Panel session: Harnessing Brazil’s infrastructure explosion

  • Accommodating for the World Cup and the Olympics - what are the needs and opportunities?
  • Infrastructure versus other alternative asset classes – how much should you allocate?
  • Beyond BNDES - what is the role of private investors?
  • What role do hedge funds play for institutional investors interested in infrastructure investment?
  • The case for infrastructure funds: municipality contracts, market independence, high returns

Potential speakers:

CaioMegale, Partner and Chief Economist, Maua Investimentos

Andrew Bogan, Managing Member, Bogan Associates, LLC

AlexandrePovoa, Senior Partner, Modal Asset Management

Marcelo Moreira, Chief Executive Officer, Tiba Agro

4:20Panel session: The opportunities and challenges international institutional investors face

  • How ready are international investors to allocate to emerging markets?
  • A young, dynamic Brazilian economy - where do investors see the most opportunity?
  • Discussing chief concerns - shallow market, politics, currency questions, finding properly audited, trustworthy companies
  • Pros and cons of going for a private Brazilian fund manager or a global fund manager with a Brazilian presence
  • How should fund managers prepare themselves for institutional investor due diligence?

Potential speakers:

Andres Restrepo, Strategy Investments Manager, AFP Porvenir

Gonzalo Camargo, Chief Investment Officer, AFPHorizonte

Christopher Ailman, Chief Investment Officer,CalSTRS

Michael Bunn, Chief Investment Officer, The Endowment Office

Nikhil Shah, Portfolio Manager - Public Market Investment, Canada Pension Plan Investment Board

5:00Chairman’s closing remarks

5:10End of day one

5:20Networking drinks reception

Day two: Thursday, November 10th, 2011

Hedge funds, electronic trading and private equity

8:15 Breakfast and registration

9:00Chairman’s opening remarks

BRAZIL’S MARKET POTENTIAL

9:10Keynote address: How international investors can penetrate the market via the hedge fund model

  • Coming up to speed – how hedge funds and asset managers have capitalized on the growth story of Brazil
  • Due diligence and preparation prior to investing in Brazil
  • What are the options for investing in a fund? How layered is the process?
  • Only the cream of the crop gets offered as a public security – where are the value funds?
  • Analyzing the realistic challenges and potential results –is Brazil like other emerging markets?

Potential speaker:

Andre Esteves, Chief Executive Officer, BTG Pactual

9:40 Panel session: Capitalizing on the real returns - underexplored Brazilian mid and small cap investment opportunities

  • Alpha from undercovered and off benchmark stocks
  • Are investors compensated for the illiquidity premium in small cap investing?
  • The growth/risk dichotomy – what should investors know before including small cap within their portfolios?
  • What liquidity terms/ lock-ups make sense?

Potential speakers:

Marc Fogassa, Managing Partner,Hedgefort Capital

Fabio Figueiredo Carvalho, Co-Founder, Orbe Investimentos

Alexandre Martins, Partner and Fund Manager, Edge Investimentos

10:20Morning refreshments and networking

ATTRACTING OUTSIDE INVESTMENT

10:40Panel session: Fundraising– capturing the eyes and allocations of investors

  • What do international investors want?
  • How can fund managers stand out from the crowd?
  • Analyzing the appropriate vehicles depending on region
  • Reviewing key compliance points for a fund raising capital outside of Brazil
  • How necessary is having a local presence?

Potential speakers:

WanderleyRezende, Executive Manager for Investment, PREVI

Mauricio da Rocha Wanderley, Chief Investment Officer, Fundação Vale do Rio Doce de Seguridade Social-VALIA

Jonathan Hausman, Vice President, Alternative Investments, Ontario Teachers’ Pension Plan

John Keane, Executive Director, Jacksonville Fire and Police Pension Fund

11:20Panel session: Taking your fund from emerging to established

  • Requirements to take your hedge fund to the next stage
  • Advantages of functioning as a large-scale asset manager versus a smaller fund
  • Achieving operational efficiency
  • Risk of investment managers significantly below high water marks
  • The rise of M&A activity in asset management globally and Brazil specifically

Potential speakers:

Thomas Souza, Founding Partner and Chief Investment Officer, AguasClaras

Eduardo Munemori, Partner and Portfolio Manager, Explora Investimentos

Arthur Mizne, Chief Executive Officer, M Square

Rodrigo Anunciato, Founder and Managing Partner, Cox Capital

12:00Networking lunch

CONNECTING BRAZIL TO THE GLOBAL TRADING NETWORK

1:00 Panel session: Defining what quant trading means in Brazil

  • What is the Brazilian market structure and makeup? How much trading is quant and HFT?
  • What is holding it back? - lack of infrastructure, lack of confidence, lack of focus on honing market making
  • How fast will quant pick up? Who can capitalize?
  • Increasing market making and expanding the derivatives market

Potential speaker:

Richard Bibb, Chief Investment Officer,AIMhedge

Rodrigo Chicaroli, Member, Management Team, Pátria Investimentos

Evandro Mota, Trader, Opus Gestao de Recursos

Brigitte Posch, Executive Vice President, Portfolio Manager, PIMCO

1:40Panel session: Direct market access to Brazil – how can banks and brokers capitalize?

  • Tailoring algorithms to Brazil – what are the benefits of “flexible participation” algorithms, versus the standard “time-based” models?
  • What are broker houses doing to strengthen connectivity with the BM&F BOVESPA and what is the exchange doing to reduce latency?
  • What impacts has international DMA had on fundamental and quant trading strategies as a result of increased volume, liquidity and tighter spreads?

Potential speakers:

Christian Zimmer, Head of Quantitative Strategies,Itau

Alberto Araujo, Chief Operations Officer,Kairos Asset Management

Sergio Blank, Director,Kadima Asset Management

PRIVATE EQUITY

2:20Panel session: Private equity in the institutional portfolio

  • The importance of pension funds in Brazilian private equity investments
  • Private equity priorities – sector by sector analysis of institutional investors’ equity portfolios
  • Oil and gas
  • Transport
  • Hydropower
  • Airport
  • Healthcare and insurance
  • Private equity allocations amidst falling returns, and the hurdle effect of minimum return guarantees
  • PRI and ESG sustainability

Potential speakers:

WanderleyRezende, Executive Manager for Investment, PREVI

VagnerLacerda, Chief Investment Officer, BB Previdencia

Massie Meredith, Chairman of the Investment Committee, Richmond Retirement System

Alex Moskowitz, Vice President, Government of Singapore Investment Corporation

3:00Afternoon refreshments and networking

3:20 Panel session: Activism as a strategy

  • The history of activism in Brazil -who has used the strategy and why?
  • What unique skills and tools are needed or the strategy to be a success?
  • Does activism make sense for hedge funds or is it more appropriate for private equity?

Potential speakers:

Mauricio Levi, Chief Investment Officer, FAMA Investimentos

Pedro Rudge, Founding Partner, CFO and COO,Leblon Equities

Eduardo Mufarej, Senior Partner, Tarpon Investimentos

Diogo Figueiredo, Rio Bravo Investimentos

REGULATION, GOVERNMENT AND TAXATION

4:00Understanding the IOF, taxation and regulation in Brazil

  • CVM point of view – where are we now and what needs to be done to add more liquidity to the Brazilian corporate debt market?
  • Examining CVM 450 and 465 – how have these regulations impacted investor appetite for global markets?
  • Growth of credit availability in Brazil
  • The current state of the Brazilian secondary market
  • IOF outlook – how far will it extend to equities and capital gains?
  • Beyond Brazil – how do US and European UCITS/AFIM compare with CVM regulations?

Potential speaker:

OtavioYazbek, Commissioner, Comissão de ValoresMobiliários

4:30 Chairman’s closing remarks

4:40End of day two

Matthew Bednarsky, Conference Manager

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