Largest Pension Market in Latin America

Largest Pension Market in Latin America

Foreign investment capabilities

Foreign investment capabilities

Key Challenges

Key Challenges

The Pension Fund Brazil Forum

The Pension Fund Brazil Forum

Overview

JW Marriott - Rio de Janeiro, Brazil - May 12, 2014

The Pension Fund Brazil Forum was designed in collaboration with leading Brazilian pension fund decision makers to support the Brazilian pension funds who are confronted with falling local interest rates, the threat of inflation at home and rapidly increasing liabilities tied to an increasingly robust but aging middle class. The Pension Fund Brazil Forum provides a crucial opportunity for Brazilian pension funds, asset managers and industry experts to work together toward solutions in Brazilian pension fund portfolio construction, Brazilian pension fund asset allocation and investment strategy, as well as develop innovative strategies for liability and lifecycle modeling for Brazilian pension funds.

On May 12, more than 100 Brazilian pension CIOs, CEOs, portfolio managers, administrators and economists will meet with alternative and traditional asset management leaders, industry associations, global fund managers and key economic experts to discuss, debate and strategize a new asset allocation model for Brazilian pension funds, address key questions on Brazilian pension fund regulation, governance, talent retention and long-term investment strategy.

Brazil's Pensions Are Hungry For International Investments


Fresh Diversification Across Asset Classes:

  • • International Equities: developing versus developed market exposure
  • • International Fixed Income
  • • Private Equity: venture & growth, LBOs and distressed
  • • Real Estate & Infrastructure
  • • Liquid Alternatives: long short, CTA, value, global macro, multi-strat
  • • Structured Products
  • • Natural Resources: Timberland, Agribusiness, Energy, Metals & Minerals
  • • ETFs, ETNs and other exchange traded products


Developing Strategies for Pension Asset Growth:

  • • Modeling & Predicting Liabilities & Sponsor life cycles
  • • Revising current models of asset allocation
  • • Current regulation and pending legislation: reinventing the rules of investing

Fundraising Tutotials for Global Asset Managers:

  • • Compliance & operational steps in raising pension fund capital
  • • The stucture of investment decision making in a Brazilian pension fund
  • • Demystifying local appetite for your product
  • • Leveraging consultant relationships
  • • Exploring and establishing local institutional partnerships


Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits, and streamlined market intelligence.  Our platform provides a comprehensive and fascinating perspective of the opportunities in this diverse and booming region.

Featured Speakers

Newton Carneiro

Newton Carneiro

CIO

Petros

Maurício Marcellini

Maurício Marcellini

CIO

Funcef

Maurício Wanderley

Maurício Wanderley

CIO

Valia

Mario Amigo

Mario Amigo

CIO

HSBC Fundo de Pensao

Fabio  Mazzeo

Fabio Mazzeo

CEO

Metrus

Carlos Frederico  Aires Duque

Carlos Frederico Aires Duque

CEO

INFRAPREV

Flavio Pacheco Moreira

Flavio Pacheco Moreira

Head of Asset-Liability Management

Petros

Francisco  Reis, Jr.

Francisco Reis, Jr.

Senior Pension Manager

Icatu Pension Fund

Why Attend?

Meet with the largest pensions from Brazil, Peru, Colombia, Chile, Mexico and Uruguay.

Explore Investment opportunities and learn about asset allocation from local and international industry leaders

Discover fundraising prospects in Latin America’s largest institutional investor market