Where Hedge Funds and Investors Come Together Supporting Association: Media Partners:
August 20-21, 2015 | São Paulo, Brazil
„Tailoring services to meet new client demands“
Private Banking
and Wealth Management
in Latin America
Our excluSive SPeAker PAnel
DOMeSTic SPeAkerS
Jayme Carvalho
Santander Private Banking Head of uHnW and Family Office group
Jose Mauro C. Delella Santander Private Banking investment Strategist Ricardo Kaufmann BTG Pactual executive Director (TBc) Emerson de Pieri Barings Investments Managing Director lATAM
Claudio Mifano Claritas Investimentos Partner & Head of Wealth Management
Fabio Passos Credit Agricole Head of Asset Allocation
Felipe Sarmento Citi | Superintendent of risk - Asset Management.
Deborah Shamash Credit Suisse Brazil vP Private Banking
Ana Cabral-Gardner A10 Investimentos Managing Partner & co-founder
Hellinton Hatsuo Takada Banco Itau
vP Quantitative research and Portfolio Managment
Leonardo Wengrover W Advisors Multi Family Office
Founding Partner
Renato Roizenblit SLW Corretora de Valores e Câmbio Head of Wealth Management
Pedro Sirotsky Melzer eBricks Early Stage Managing Director
Maria Cecilia Carmona Deutsche Bank Head of compliance Alexandre Ferraz de Oliveira Intesa Sanpaolo Head of compliance Ernesto Lozardo BNDES
Advisor to the president (TBc)
Mario Avelar Avantgarde Capital Founder & Portfolio Manager
Ian Ramalho Guerriero Ministry of Planning, Budget and Management, Brazil
Project Manager PPP unit
Joao Correia Art Options co-founder
inTernATiOnAl SPeAkerS:
Eva Law Association of Private Bankers in Greater China Region. Association of Family Offices in Asia, Hong KongFounder & chairman
Isabelle Wheeler BNP Paribas WM, USA former Senior vP Head of HnW client Group
Timothy McCarthy Holdun Family Office Bahamas, President caribbean region
Marcos Wentzel Puente, Argentina institutional relationship Director
Juan Jose Varela Puente, Uruguay regional Wealth Manager Director
Patricio Eskenazi Banco Penta, Chile chief investment Officer Private Banking
Jose Luis Blazquez Andbank, Spain Head of iFA´s & external Managers for Spain & latam
Juan Carlos Ojeda Banchile, Chile
Head of Wealth Management
Don Ebanks
DMS Offshore, Cayman Islands
executive Director and chief compliance Officer
Angelo Palacios Trust Family Office, Paraguay
Director
inTerAcTive elecTrOnic POllinG &
e-neTWOrkinG:
an easy, online-accessible networking system for online voting, live polling, interactive feedback & simply more fun!
Portuguese – English – Spanish
translation service
EVENT INTRODUCTION
The Private Banking and Wealth Management industry is at an inflection point due to the fast-changing macro-economic
environment and increasing regulatory pressure.
The cost of coping with regulation will continue to rise in the next few years. At the same time, there is a shortage of
quality relationship manager talent, driving talent cost higher.
The services HnWis are seeking today are different from those of the past. clients want to be more involved in the
management process and have more control over their assets. They also want products they can evaluate on their own.
Family, philanthropy and retirement are common topics on which they seek guidance.
On top on this, finance technology startups and digital investors threaten to disrupt this very conservative industry,
where digitalisation must be seen as an opportunity rather than a challenge.
All these topics and more will be discussed at this must-attend conference for the industry, gathering the main market
players in Brazil and latin America.
SAO PAULO
Sao Paulo is not only the largest city in the Americas, but also the financial hub for South America and the largest
economy by GDP in latin America.
Brazil has a 42% share of all assets under management in latin America.
Brazil is both the largest private banking market and the fastest-growing one in the region.
latin America holds the largest percentage of uHnWi world wealth (33%) where Brazil represents 60%, That means
means almost one-fifth of global uHnWi wealth.
There are more than 1300 uHnWis in Sao Paolo and this number is expected to grow by 41% in the following years.
Besides Sao Paulo is a cosmopoiltan city with significant cultural, economic and political influence both nationally and
internationally.
WHY ATTenD?
This event is an opportunity to gather and meet top representatives from the major Private Banks, Family Offices and investment companies in Brazil and latin America. The program is designed to enhance interactivity and dynamism. A friendly atmosphere and a reduced, select number of delegates will foster communication and debate to face the main challenges the private banking and wealth managmeent industry is currently facing.
WHO SHOulD ATTenD?
representatives from Domestic and Foreign Private Banks, investment and Wealth Management companies, Single-Family Offices, Multi-family Offices, Brokerage Houses, introducers and Agents, external Asset Managers, Financial Advisory companies, consulting companies, companies Specialised in the Financial Sector as well as Technology companies Providing Tools for Private Banking and Wealth Management.
MoBs, cxOs, vPs, Heads and Directors of:
Private Banking, Affluent, Wealth Management, investment Management, Asset Management, Fund Management, investment Services and Products, client Advisory Services, Portfolio Management, relationship Management, Marketing and others.
keY TOPicS
● Global and local trends in Private Banking
● Forecasting Brazilian and latin American economic scenarios ● Ascertain geographic strategies in the new regulatory
environment
● Depth analysis on best strategies for an optimal portfolio design
● learn where to invest during uncertain times
● explore best recipes for efficient client segmentation and tailor make your solutions for particular sub-segments ● understand clients behaviour and anchor their loyalty in uncertain times
● learn how the market is responding to the rise in family offices and their relationship towards private banks.
● e xcel in relationship management
● understand how client experience acts as the key strand running through a private bank
● Tips and strategies to protect family wealth for future generations
exPerT ADviSOrY BOArD
Fabio Passos | credit Agricole
Brazil, Head of Asset Allocation
Leonardo Wengrover | W Advisors Family Office, Brazil
Founding partner
Isabelle Wheeler | BnP Paribas | uSA, Senior vP Alexis Cardenas | uBS Wealth Man
the marshall islands
corporate registry
vAlueD SuPPOrT FrOM Our SPOnSOrS in THe PAST
TeSTiMOniAlS FrOM PAST evenTS
“An excellent opportunity to listen to and talk about the
REAL things happening in private banking. Knowledge of the
climate and opinions of the colleagues within the branch is a
good compass”
(Head of Customer Service Division | Citadele
Bank)
“ It was very useful in many ways: A lot of good ideas,
different approaches, interesting people who know how to
do business and how to inform audience””
(Deputy Head of Premium Banking Department |
Raiffeisen Banka)
“Very informative, full of ideas and insights”
(Member of the management Committee | Credit
Agricole)
“Good value for two days format with structured and
knowledgeable group of speakers offering excellent
networking opportunities”
(CEO | SAI Erste Asset Management)
SPeciAl FeATureS
● interactive electronic polling● 2 h roundtables to discuss your own topics with seasoned professionals
● 7+ Hours of networking
● 25 Speakers from Private bankings, Family offices and investment companies
● Portuguese – english – Spanish translation service
LAST YEAR‘S ATTENDEE BREADOWN
0 10 20 30 40 50
21%
49%
23%
7%
OUR PORTFOLIO
cxO/MoB/vPs 21% Heads 49% Directors 23% Others (Analysts, Advisors, ...) 7%RICh hISTORY OF ThIS WELL
ESTABLIShED EVENT
DAY i - 20 August 2015
inDuSTrY uPDATe: GlOBAl MAcrO-ecOnOMicS
07:45 MOrninG cOFFee & reGiSTrATiOn 08:45 WelcOMe nOTe FrOM FleMinG eurOPe 08:50 Sli.DO inTrODucTiOn
08:55 OPeninG reMArkS FrOM THe cHAirMAn
09:00 KEYNOTE: MACROECONOMIC ANALYSIS
• Global trends
• Where to invest: Looking outside of Brazil
• Opportunities and challenges for Emerging countries
JOSE MAURO C. DELELLA | Investment strategist Banco Santander
09:30 KEYNOTE: LATIN AMERICAN FINANCIAL hIGhLIGhTS
EMERSON DE PIERI | Managing Director LATAM Barings investments
10:00 SESSION RESERVED FOR EVENT PARTNER
SPEAKER TO BE CONFIRMED
10:30 cOFFee BreAk & neTWOrkinG
cOPinG WiTH reGulATOrY PreSSure AnD uncerTAinTY: lOcAl AnD inTernATiOnAl PerSPecTiveS
11:00 GLOGAL REGULATION: IMPACT ON PRIVATE BANKING
• FATCA, Basel III, Dodd-Frank. OECD • Switzerland in the next few years • Rebuilding trust in global banking • Challenges for cross-border banking • Compliance-driven private banking • Consequences of new confidentiality policies
ISABELLE WHEELER | BNP Paribas WM (USA) Senior vP Head of HnW client Group.
11:30 NEW TRANSPARENCY AS AN OPPORTUNIY FOR LATIN AMERICA
• The end of bank secrecy
• How reforms will foster private banking in the region • Tax transparency
• Consequences for global information exchanges
DON EBANKS | Executive Director and Chief Compliance Officer | DMS Offshore
12:00 PANEL DISCUSSION: BEST STRATEGIES WhEN DEALING WITh UNCERTAITY
• New regulations to be implemented • Anti-money laundering policies • Avoiding fraud
MARIA CECILIA CARMONA | Deutsche Bank Head of compliance
ALExANDRE FERRAz DE OLIVEIRA | Intesa Sanpaolo Head of compliance
DON EBANKS | DMS Offshore
executive Director and chief compliance Officer 12:40 neTWOrkinG luncH
SPOTliGHT SeSSiOn: STrATeGieS in ASSeT AllOcATiOn. WHere TO inveST DurinG uncerTAin TiMeS
14:00 CURRENT TRENDS AND FORECAST FOR ThE BRAZILIAN MARKET
FABIO PASSOS | Credit Agricole | Head of Asset Allocation
14:25 RISK MANAGEMENT ANALYSIS IN ThE ASSET ALLOCATION PROCESS
FELIPE SARMENTO | Citi
Superintendent of risk – Asset Management
• The importance of the suitability process to design an asset allocation model
• The challenges to introduce alternative investments in the asset allocation models regarding the Brazilian private banking environment
• The combination of risk management analysis in the asset allocation process
14:50 ThE IMPORTANCE OF DIVERSIFICATION
MARIO AVELAR | Avantgarde Capital | Portfolio Manager • Current performance of Hedge funds and managed futures • When more risk is less risk - high volatility assets applied to
low volatility portfolios
• The effects of non-correlated asset returns on portfolio risk and return
15:15 hOW PRIVATE BANKS AND FAMILY OFFICES ShOULD LOOK AT PORTFOLIO CONSTRUCTION
ANA CABRAL GARDNER | A10 Investimentos Managing Partner & co-founder.
15:40 INVESTMENT STRATEGIES FOR VOLATILE MARKETS
PATICIO ESKENAzI | Banco Penta chief investment Officer Private Banking.
• Analysis on how stocks with high volatility are providing abnormally low returns
• The benefits of using an investment thesis during uncertain times
• Managing third-party relationship risk and opportunities • Case studies
16:05 cOFFee BreAk & neTWOrkinG
16:35 PANEL DISCUSSION: DESIGNING ThE OPTIMAL ASSET ALLOCATION
The audience will have an opportunity to ask questions and open an interactive discussion with the speakers from the previous sessions.
DISCUSSION MODERATOR: FABIO PASSOS | Credit Agricole | Head of Asset Allocation
HELLINTON HATSUO TAKADA | Banco Itau vP Quantitative research and Portfolio Management
PATICIO ESKENAzI | Banco Penta chief investment Officer Private Banking
FELIPE SARMENTO | Citi
Superintendent of risk – Asset Management
ANA CABRAL GARDNER | A10 Investimentos Managing Partner & co-founder
MARIO AVELAR | Avantgarde Capital | Portfolio Manager 17:15 FOCUSED ROUNDTABLE DISCUSSIONS
The group will break into smaller groups, each discussing a different issue. every group will be led by a roundtable leader, who will lead a lively discussion, ask questions, spice it up with some controversy and create an open, uncompetitive, cross-industry atmosphere for idea sharing. At the conclusion, every chair will summarize the findings of their discussion and present them to the rest of the audience.
SPECIAL FEATURE “BRING YOUR OWN TOPIC”
Fleming europe provides you with the opportunity to bring up your questions, issues and challenges and have them discussed through with peers from all around the region. Topic suggestions will be collected and voted for during the first conference day. Gain one full table -8 interested participants and your topic will be discussed.
18:15 DAY i cOncluSiOn AnD reMArkS FrOM THe cHAir 18:30 SPeAkerS AnD DeleGATeS Are cOriDAllY inviTeD TO
DAY ii - 21 August 2015
WeAlTH Will cHAnGe HAnDS in THe nexT
FeW YeArS – STrATeGieS FOr
THe MucH-AnTiciPATeD WeAlTH TrAnSFer
08:00 MOrninG cOFFee & neTWOrkinG
08:50 OPeninG reMArkS FrOM THe cHAirMAn
9:00 hOW ThE MARKET IS EVOLVING TOWARDS FAMILY OFFICES • Rise of family offices in the region • The single-family office model as the best choice for HnWis • Multi-family offices closing the gap • Business Families not feeling well served by outsiders during recent years
ANGELO PALACIOS | Trust Family Office Managing Director
EVA LAW | Association of Family Offices in Asia, Association of Private Bankers in Greater China Region Founder & chairman
10:00 DEMANDS FROM BRAZILIAN CLIENTS
• How they differ from other regions • How to attend to client demands
• Behavioural finance and trends in client demands
RENATO ROIzENBLIT | SLW Corretora de Valores e Câmbio | Head of Wealth Management.
10:30 cOFFee BreAk & neTWOrkinG
11:00 SESSION RESERVED FOR hULDUN FAMILY OFFICE
TIMOTHy MCCARTHy | Holdun Family Office President caribbean region
11:30 CASE STUDY: PARTNERShIP BETWEEN Family Office AND PRIVATE BANKS
• How traditional and trusted model from well-regarded banks must coexist with typically more tailored model from family offices
• Private banks providing a high level of service to family office partners
• Why family offices and private banks are not mutual exclusive but allies
JAyME CARVALHO | Santander Private Banking Head of uHnW and FO group
EVA LAW | Association of Private Bankers in Greater China Region. Association of Family Offices in Asia Founder & chairman
12:30 luncH
THinkinG OuTSiDe THe BOx: re-invenTinG
THe PrivATe BAnkinG inDuSTrY
13:45 SESSION RESERVED FOR EVENT PARTNER
Speaker to be confirmed
14:10 NEW CLIENT DEMANDS AND TRENDS FORECASTING
• Anlysis of past popular demands and how they changed
• More customized services for different profiles • Different demands from different segments • What the new generation is looking for
DEBORAH SHAMASH | Credit Suisse | vP Private Banking
14:40 ThE ROLE OF LUXEMBOURG AS A FINANCIAL CENTER TO EXPORT BRAZILIAN TALENT
• What makes Luxembourg special • Analysis of the main investment vehicles
• Funds distribution from Luxembourg. Platforms.
JOSE LUIS BLAzqUEz | Andbank
Head of iFA´s & external Managers for Spain & latam
15:05 ART AS AN INESTMENT: DIVERSIFYING YOUR PORTFOLIO
• Increased portfolio allocations to art • Art asset management
• Protecting your art investments
JOAO CORREIA | Art Options | co-founder
15:30 cOFFee BreAk & neTWOrkinG
16:00 COFFEE TIME & ROUNDTABLE DISCUSSIONS
The group will break into smaller groups, each discussing a different issue. every group will be led by a roundtable leader, who will lead a lively discussion, ask questions, spice it up with some controversy and create an open, uncompetitive, cross-industry atmosphere for idea sharing. At the conclusion, every chair will summarize the findings of their discussion and present them to the rest of the audience.
SPECIAL FEATURE “Bring your own topic”
Fleming europe provides you with the opportunity to bring up your questions, issues and challenges and have them discussed through with peers from all around the region. Topic suggestions will be collected and voted for during the first conference day. Gain one full table -8 interested participants and your topic will be discussed. 17:00 clOSinG reMArkS FrOM THe cHAir
TERMS AND CONDITIONS:
Fleming Gulf requires the full payment within 5 days after invoice has been issued. Fleming Gulf reserves the right to refuse entry to any client who has not paid their invoice. A credit card guarantee may be requested if full payment has not been received. After signing the registration form, client is liable to pay Fleming Gulf the full invoiced amount. if client cancels his/hers participation in the event once the payment is received by Fleming Gulf and more than one month before the event, Fleming Gulf can offer the client a full credit up to the amount actually paid by client to Fleming Gulf. This credit
can be used within one year from the issue date for any Fleming Gulf sponsored event. There will be no refunds or credits for cancellation received less than one month prior to the event. if the client does not officially cancel his/her participation and does not attend the event, the invoice still remains fully payable. Fleming Gulf reserves the right to change the content, dates of the event, timing and schedule of the program, speakers or venue should circumstances require.
The event may be postponed or cancelled due to acts of terrorism, war, extreme weather conditions, industrial action, acts of god or any event beyond the control of Fleming Gulf. if such situation arise en-deavour to reschedule the event. However, Fleming Gulf cannot be held responsible for any cost, damage or expenses which may be the customer as a consequence of the event being postponed or cancelled. conference fee does not include travel costs, hotel accommodation, transfers or insurance.
Any disputes arising under or in connection with this registration form shall be settled before the compe-tent court in united Arab emirates.
Hotel Accommodation:
Overnight accommodation is not included in the registration fee. A reduced rate will be available at the conference hotel. Booking form will be confirmed, but not later then one month prior to the event.
SALES CONTRACT
conference code: BAFc240 MPleASe cOMPleTe THiS FOrM AnD SenD iT BAck TO:
e-MAil TO: mohor.mukherjee@flemingeurope.com
Or FAx.:
+971 4609 1589
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MArTin vAlOvSkY, ceO
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