present

Anbima Cetip Fixed Income Conference 2016

O Evento
O Evento
Palestrantes
Palestrantes
Programação
Programação
Patrocinadores
Patrocinadores
Localização
Localização

Event

The Brazilian fixed income market has become one of the most important long-term funding sources for companies.

In this context, ANBIMA and Cetip, recognized for holding the most important events of the segment, join forces to present ANBIMA CETIP FIXED INCOME CONFERENCE 2016 in order to contribute to the improvement of this market, which is so important to rebuild Brazil’s development foundations.

Speakers

ANBIMA and Cetip: tradition in holding events with renowned speakers.
Check out the confirmed names



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    Ailton Santos

    HP Innovation VP

    Ailton is responsible to provide the leadership needed to grow the software business within Brazil, leveraging solid IT experience and strong communication skills to collaborate effectively with business clients in their transformation road map to the digital economy, by creating new outcomes from apps, data and experiences, proactively managing all forms of risk, building contextually-aware and predictive environment in a hyper-connected workplace and ecosystem.

     

    Ailton is a seasoned executive who comes from Enterprise Services business unit where he was the Country Chief Technologist, leading a team of multi-industry CTs (Chief Technologists) responsible for driving growth and innovation in Brazil while transforming clients to the New Style of IT. In this role, he has defined a strategic agenda to implement client roadmaps that are aligned to business outcomes, resulting in a One-HP strategy that has already positioned HP Brazil in a different level with the largest local companies. 

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    Carlos Ratto

    Cetip Executive Director

    He is the current Executive Director at Cetip responsible for commercial and product development areas, which includes clients and institutional relationship management, product research and product development. He is also responsible for supporting the company’s CEO to develop and put in place the strategic planning.

    He has almost 20 years of experience in financial market. He was team leader in two multinational banks (BankBoston and HSBC) for more than 10 years. He has large experience in the whole product life circle including business intelligence, product development, sales material, product training, client presentation and post implementation review. During this time he built a solid contact with Sales teams, companies, institutional investors, regulators and other banks product teams.

     

     

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    Cristiano Cury

    Banco BTG Pactual Associate Partner

    Partner in charge of the Fixed Income Distribution area of Banco BTG Pactual. He holds a degree in Engineering from PUC-RJ, and an MBA in Finance from IBMEC RJ. Cristiano joined Banco Pactual in 2003 and became a partner at Banco BTG Pactual in 2011. Before spearheading the Fixed Income Distribution area, he worked at UBS Pactual Asset Management, in charge of the relationship with Institutional Latam clients.

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    Daniel Lemos

    XP Investimentos Partner

    He holds a bachelor’s degree in Production Engineering from UFRJ and 15 years of experience working in several financial institutions. He began his career at Banco Pactual, where he worked for over six years in the bank’s fixed income and products area, as well as the international shareholders’ board.  

    He was an International Fixed Income Manager associate at Maua Sekular Investimentos, between February 2007 and February 2009. He worked in the Fund Management area of Octante Capital between 2009 and 2010. From April 2010 to December 2011, he worked as the Exclusive Funds manager of Credit Suisse Hedging Griffo. Since 2012, Daniel has worked as the managing partner of Products at XP Investimentos, spearheading the Fixed Income, Capital Market, Investment Funds, Life and Welfare areas.

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    Dony De Nuccio

    Globonews Economy Editor

    He is anchor and economy editor of Jornal das 10 (GloboNews). He was the host of Conta Corrente, economy commentator of Hora 1, and reporter for several newscasts on TV Globo. He had already worked for more than 5 years in the financial market before that. He holds a degree in Journalism from USP and in Economics from Mackenzie. Dony completed an extension course in Economics at Brown University/USA and holds a Master’s degree in Economics from FGV.

    Author of three books: “Seu Bolso,” “Sua Carreira,” and “Nasce um Empreendedor”.

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    Felipe Tezotto

    Head Investment Advisory at Bradesco Private Bank

    Responsible for the Investment Advisory Team at Bradesco Private Bank. Over 10 years of experience in managing portfolios of high-net-worth clients and ultra-high-net-worth clients in their various allocation fronts. Graduated in Economics from Mackenzie University and Certified Financial Planner (CFP). 

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    Gilson Finkelsztain

    Cetip CEO

    He the CEO of Cetip. He holds a degree in Civil Production Engineering from PUC-Rio de Janeiro, and a specialization degree from INSEAD (Advanced Management Program), as well as over 20 years of experience in the financial market. He began his career at Citibank (1993), where he held various management positions in Brazil and abroad (Mexico and USA), until leaving the institution in 2007, as Director of Treasury Sales. Gilson was a member of the Executive Committee in Brazil and held executive positions at JP Morgan (2007-2010), Bank of America Merrill Lynch (2010-2011), and Santander (2011-2013), always related to the areas of Fixed Income, Foreign Exchange, Commodities, Products, Derivatives Structuring.

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    José Eduardo Laloni

    Banco ABC Executive VP

    Member of the Executive Board since 1991, when he started working at the company. Mr. Laloni has more than 30 years of experience in financial markets, having worked in several financial firms, and graduated in Business Administration from Getulio Vargas Foundation (FGV).

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    Leonardo Pereira

    CVM President

    He holds a degree in Production Engineering from Federal University of Rio de Janeiro (UFRJ) and in Economics from Candido Mendes University, as well as an MBA from University of Warwick, in the United Kingdom, and attended the Senior Executive program at Columbia University.

    He was Executive Vice President of Gol Linhas Aéreas, listed on BM&FBOVESPA and NYSE, and CEO/President of Companhia Vale do Araguaia. He also served as Chief Financial Officer at Net Serviços de Comunicação – listed on BM&FBOVESPA and NASDAQ at the time. He was Director of Corporate Planning and Investor Relations at Globopar. He worked for 13 years at Citibank, as Managing Director of Aviation for Latin America in New York, and held several different positions in Asia and the Americas, including Senior Reviewer of Strategic Business Risk for Mexico and Northern Latin America.

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    Marcelo Guidotti

    Ecorodovias CFO

    Mr. Guidotti graduated in Economics from the Università degli Studi di Bologna (Italy), holds an Executive MBA from Insper, and attended the Executive Program at Stanford University in 2014. The executive has worked in the ??administration and finance segments in several infrastructure projects and concessions in Latin America. In 2002, Mr. Guidotti became Administrative Director and Chief Financial and Investor Relations Officer at Empresa Concessionária de Rodovias do Sul – Ecosul S.A. Since 2005, Mr. Guidotti is CFO at EcoRodovias. In May 2012, the executive also took over the post of Investor Relations Officer.

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    Marcos Lisboa

    Insper CEO

    The current CEO of Insper, he worked as Vice President from 2013 to April 2015. He worked as Executive Director at Itaú-Unibanco from 2006 to 2009, and as Vice President from 2009 to 2013. He was President of Instituto de Resseguros do Brasil from 2005 to 2006, and served as Economic Policy Secretary of the Brazilian Ministry of Finance from 2003 to 2005. Marcos was Assistant Professor of Economics at the Brazilian School of Economics and Finance at Fundação Getúlio Vargas between 1998 and 2002, and previously held the position of Assistant Professor of Economics in the Department of Economics at Stanford University, between 1996 and 1998. Marcos holds a PhD in Economics from the University of Pennsylvania.

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    Mark Collier

    Former President of both Fidelity Investments and Charles Schwab International

    Financial Services Strategist and FinTech entrepreneur. He is a business leader with an extensive international track record in developing and building winning financial services businesses. As a CEO, an active Non-Executive Director, a FinTech Entrepreneur and as a Senior Advisor to a leading emerging markets Private Equity firm, Mark has a rare mix of business, strategic, sales and marketing, people and financial management skills.

    Mark has a global career that covers a broad range of financial services areas as fund  and wealth management, retail and institutional securities, trading, pensions, private capital, and etc. He currently sits on the boards of a number of leading companies in South Africa and Nigeria. He is also retained as an adviser to the boards of companies in Indonesia and India and is a Senior Advisor to  a leading emerging markets private equity investor.

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    Martin Iglesias

    Investment Products manager at Itaú Unibanco

    Manager of Asset Allocation and Products at Itaú Unibanco, and vice president of the Investor Education Committee at ANBIMA. Mr. Iglesias holds a postgraduate diploma in Finance and Banking from EAESP/FGV and a master’s degree in Economics from EESP/FGV, where he teaches graduate courses. Expert on behavioral finance, he has written several articles on the subject, some of which have been presented at conferences in Brazil and abroad. Mr. Iglesias is the author of  "Investimentos: Um Livro de Segredos e Conselhos” (Investments: A Book of Secrets and Advices).

     

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    Mayte Albuquerque

    CFO and Investor Relations Director of EDP Energias do Brasil

    Graduated in Business Administration from IBMEC (Rio de Janeiro), Ms. Albuquerque holds a master’s degree in Finance from the same institution. Working in the power industry for 15 years, she joined EDP Energias do Brasil in 2006, and in 2011 became superintendent of Finance and Investor Relations. Since 2013 Ms. Albuquerque is EDP’s CFO and Investor Relations Director.

     

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    Reinaldo Le Grazie

    Monetary Policy of Central Bank of Brazil

    Graduated in Public Administration from the Business Administration School of São Paulo at Getulio Vargas Foundation (FGV/EAESP); attended the Executive Education Program at INSEAD. Superintendent Director at Bradesco Asset Management-BRAM (2011-June, 2016). Independent Advisor, Member of the Board of Directors at CETIP (2009-2011). Vice President at the Brazilian Association of Financial and Capital Markets (ANBIMA) and Member of the Capital Market Group of the Brazilian Center of Strategic Studies (NBEE) of the Foundation School of Sociology and Politics of São Paulo (FESP-SP). Director and Vice President at the National Association of Financial Market Institutions (former ANDIMA); Coordinator of the Ethics and Monetary Policy Committees; Member of the Brazilian Institute of Corporate Governance - IBGC (2000-2009). Consultant in projects on the secondary market of sovereign and private bonds at the Inter-American Development Bank-IDB (2006-2008). Director of Proventus Invest and Nitor Investimentos (2004). Executive Director of Treasury, Lloyds Banks.

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    Robert van Dijk

    ANBIMA President

    He is the CEO of Banco Votorantim, Managing Director of WM&S (Votorantim Wealth Management & Services), and Director of BVEP (Banco Votorantim Empreendimentos e Participações). He has been with the Votorantim group since February 2010. He has 38 years of experience in the financial and capital markets. He has worked for institutions such as Banco Bradesco and Banco Schahim Cury. He is an active participant in associations and entities related to our markets, such as the Board of Directors of BM&F and Bovespa, where he also held the position of Vice President. He holds an undergraduate degree in Business Administration and a graduate degree from FGV. Before taking over the Presidency of ANBIMA, Robert was Vice President of the organization for three terms and also, on two occasions, presided over the Regulation and Best Practices Council for the Funds Industry and spearheaded the Fixed Income & Multi-market Investment Funds Committee.

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    Rogério Chequer

    Representative of the movement “Vem pra Rua”

    Graduated in Production Engineering from the Polytechnic School of the University of São Paulo (POLI-USP), having worked for 15 years in the financial market, most of the time in the United States. After coming back to Brazil about four years ago, Mr. Chequer stopped working in the financial market and became a partner of communications company Soap Presentations. In 2014, along with some friends, Mr. Chequer started what would be the embryo of the “Come to the Street” movement, effectively established in September 2014.

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    Ronaldo Lemos

    Director of the Institute for Technology And Society of Rio de Janeiro

    Ronaldo is an attorney and director of the Institute for Technology and Society of Rio de Janeiro (ITS). He holds a master’s degree from Harvard and PhD from USP. Ronaldo is also a researcher and representative of the MIT Media Lab in Brazil. He is one of the co-creators of the Marco Civil da Internet [Brazilian Civil Rights Framework for the Internet]. Ronaldo writes a weekly column for the Folha de São Paulo newspaper and co-hosts two TV shows at Globonews: the weekly show Navegador and Estúdio i. He is a former professor at the university of Princeton and current professor at Universidade do Estado do Rio de Janeiro [Rio de Janeiro State University]. He was nominated a Young Global Leader by the World Economic Forum in 2015.

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    Scott Riley

    Senior Capital Markets Professional

    He was a founding Director of Chi-X Europe (now BATS), where he was responsible for the Post Trade market model and all Post Trade solutions including the establishment of a new CCP for Europe, EMCF. He has a long experience in the post trade arena including representation with the European Commission and he is also involved in the Asia and Europe Markets. He has been both a user, working within the ever evolving Sell Side community (ABN, BAML, Bank Austria), and a provider of central market infrastructure services (Chi-X, LCH.Clearnet). As a Director of Block Asset Technologies he works on the identification of use cases and the design (ontologies) for the application and implementation of Distributed Ledger Technology. Scott occasionally blogs on Post Trade issues and blockchain developments at www.clearingandsettlement.blogspot.com

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    Selmo Aronovich

    Superintendent of BNDES financial department

    He holds an undergraduate and a graduate degree in Economics from UFMG (1993-1999). His thesis was awarded the 2nd place of the 15th BNDES Economics Award in 1991. He holds a specialization degree in International Economics and Finance from the World Economics Institute, University of Kiel, Germany (1998-1999). From September 1993 to May 2003, he performed market fundraising activities at BNDES. From 1997 to 2003, he took on funding activities and the position of operator in charge of derivative transactions held by BNDES. At the time, between 1996 and 2001, BNDES was the largest Brazilian corporate issuer of international bonds.

    From May 2003 to January 2009, he was head of the department in charge of the strategy and financial planning for the BNDES and its subsidiaries. In 2009, he took over the BNDES Financial Area’s Superintendence. The FA is responsible for planning, programming, treasury, collection, debt issuance and control, securities management, and the execution of financial transactions, as well as the accrual, financial, and corporate accounting activities for the BNDES, its subsidiaries, and managed funds.

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    Thiago Alvarez

    Founder and CEO of GuiaBolso

    Thiago Alvarez is founder and CEO of GuiaBolso, the largest personal finance platform in Brazil, with more than 2.4 million users. Thiago worked as a Manager at McKinsey & Company before founding GuiaBolso.

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    Thiago Aragão

    Strategy Director of Arko Advice

    Strategy Director at Arko Advice. Lectures on the Brazilian and Latin American political scenario made in over a dozen countries and universities in the U.S., Canada, Europe and China.

    Bachelor’s degree in Sociology (PUC-RS) specialized in political risk analysis.Research Associate at the Foreign Policy Center (UK) and Institut de Relations Internationales et Strategiques (France).

    Extensive experience in devising institutional strategies.

Schedule

20th  September 2016

 

Clique no nome do palestrante para ver o conteúdo da palestra.
  • 8h - 9h

    Registration

  • 9h - 9h30

    Official opening ceremony

  • 9h30 - 10h15

    First Panel: Political scenario: expectations for the economy and the market

    Open summary

    What are the challenges to the economic recovery? Experts on politics, economics and a civil society representative will debate potential scenarios in the political-and-social arena, as well as their impact both on the economy and the market.

  • 10h15 - 11h

    Political Scenario — The reflection of new social and political forces on the country’s agenda

    Open summary

    How will the potential scenarios impact the government’s ability to carry out the required adjustments to resume economic growth?

  • 11h - 11h30

    Coffee break

  • 11h30 - 13h

    Third Panel: Long term private funding: the market as a solution to the businesses funding challenges

    Open summary

    The current scenario, despite inhibiting business, has not changed the diagnosis that Brazil will only grow in a sustainable way by increasing the capital market’s role as a financing source for companies. It seems clear that public resources will be increasingly scarce, and that companies will need to seek private-sector funds. Representatives of the government, of the financial and capital markets and of companies discuss initiatives to strengthen the role of private fixed income in long-term financing.

  • 13h - 14h30

    Lunch

  • 14h30 - 16h

    Fourth Panel: Distribution as a key activity for the development of fixed income

    Open summary

    The expansion of the fixed-income segment, especially the most complex instruments of private bond issues, will also require innovation and renewal of channels and distribution practices. What innovations can help strengthen a mature and sustainable relation with investors? What experiences have been successful to expand the investor base of the private fixed-income market?

  • 16h - 16h30

    Coffee break

  • 16h30 - 18h

    Fifth Panel: Disruptive innovation and structural changes

    Open summary

    What are the trends that will impact businesses in coming years? Experts from various fields will discuss new technologies, new ways of acting and interpreting the world, new behaviors and ways of social organization with potential to generate changes in how companies and institutions are organized. What strategies can mitigate threats and capture growth opportunities?

  • 18h - 18h30

    Closing ceremony

Check the complete schedule
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Sponsors

 
 

Platinum

  • Coffee Point

  • Cota Especial

Silver

  • Support

  • Locker

  • Charger Station

  • IBCPF

Location

See where the event will be held.

Teatro Cetip
Instituto Tomie Ohtake
Rua Coropés, 88 – Pinheiros
São Paulo | Brasil

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