it is with great pleasure that i invite you to join us at
TRANSCRIPT
Dear Attendee, It is with great pleasure that I invite you to join us at the 2nd annual Private Wealth Brazil Forum in São Paulo, Brazil. This event is part of our series of Private Wealth events in the region providing education on issues of asset allocation and wealth protection. The event will host:
A focused one day summit providing updates on regulation, investment management, trust issues and strategies to protect and grow wealth.
More than forty speakers from Brazil’s largest wealth managers, private banks, family offices, HNWIs, the asset manage-ment community, technology and law.
Opportunities for more than five hours of networking as well as targeted one on one meetings for our sponsoring partners. We have put together our private wealth series with the needs of the regions private wealth community in mind and will continue to strive to provide the most updated intelligence on wealth management in Latin America. We are looking forward to hosting you at the conference. Regards, Charles Fathers Head of Private Wealth Group Private Wealth Series Private Wealth Brazil
Sao Paulo Brazil, June 11th 2013, Tivoli hotel
Private Wealth Latin America & The Caribbean
Miami October 24th and 25th 2013, JW Marriott
About Us Latin Markets is the world's leading provider of Latin America focused investment forums, infrastructure summits and streamlined market intelligence.
Private Wealth Contacts
Registration
Kilby Browne
+1 646 201 9408
Program Manager
Maria Tatis
+1 646 202 9436
Sponsorship
Mathias Grez
+1 646 201 5503
Associate
Luiz Laco
+1 646 415 9161
Angelo, Gordon & Co. is a privately-held registered investment advisor dedicated to alternative investing. The firm was founded in 1988 and currently manages approximate-ly $25 billion. We seek to generate absolute returns with low volatility by exploiting in-efficiencies in selected markets and capitalizing on situations that are not in the main-stream of investment opportunities. We creatively seek out new opportunities that allow us to remain a leader in alternative investments. BBD Enterprises Strategically situated in Manama, in the Kingdom of Bahrain, BBD fo-cuses on designing tax optimized operational structures for privately owned corporate groups. We add value by aligning tax strategies with existing business processes thus achieving the lowest possible "sustainable" global effective tax rate. We provide tailor-made solutions based on a nuanced, research-based understanding of our client's busi-ness. BBD has a track record of designing and implementing tax structures that are de-signed to last because they do not just significantly reduce the effectively paid taxes but also provide minimum exposure to tax controversy in all the jurisdictions involved. Giovanini Fo. Advogados is a law firm located in São Paulo that serves holding compa-nies of groups of companies, family offices, management companies of investment funds and other clients having an “owner´s mentality”. Giovanini Fo. Advogados is devoted to Corporate and Wealth Structuring, M&A, Legal Organization of New Investments and Corporate and Tax Litigation and Arbitration. Luxembourg for Finance is a public-private partnership between the Luxembourg Gov-ernment and the Luxembourg Financial Industry Federation (PROFIL), under the Presi-dency of the Minister of Finance, Luc Frieden.The principal mission of the agency is to create a strong brand image for the financial centre, communicating the advantages of its products and services to a wide public and highlighting the numerous opportunities available to investors and clients, whether institutional or private, from around the world. Maitland provides multi-jurisdictional legal, tax, fiduciary, investment and fund admin-istration services to private, corporate and institutional clients. We provide the highest levels of expertise and competence and work in a way that is uniquely personal, proac-tive and responsive. The firm was founded in Luxembourg in 1976 and now employs over 700 people in 15 offices across 13 countries. Maitland has over $165 billion in interna-tional assets under administration. Mirabaud is an international financial group with a presence in the world's major finan-cial centres, providing individuals and institutional clients with tailored financial advice and services. As a private bank, Mirabaud takes a long-term view, placing the emphasis on personalised relationships aimed at optimising performance NSG Capital is an asset manager specialized in customized financial solutions with a fo-cus on its clients goals. The services provided aim to enhance transparency, facilitate liquidity and help the clients to achieve their goals in a sustainable manner with an ap-propriate risk control. The international division of RBC Wealth Management serves high net worth and niche corporate and institutional clients worldwide. As an international private bank with offic-es in key financial centres around the world—and the global resources of one of North America's largest banks—relationships, expertise and choice are just the beginning of what you can expect.
Sotheby’s has been uniting collectors with world-class works of art since 1744. Sotheby’s became the first international auction house when it expanded from London to New York (1955), the first to conduct sales in Hong Kong (1973) and France (2001), and the first international fine art auc-tion house in China (2012). Today, Sotheby’s presents auctions in eight different salesrooms, including New York, London, Hong Kong and Paris. Sotheby’s offers collectors the resources of Sotheby’s Financial Services, the world’s only full-service art financing company, as well as private sale opportunities in more than 70 categories. Sotheby’s has a global network of 90 offices in 40 countries and is the oldest company listed on the New York Stock Exchange (BID). The very first stamp was issued in 1840, the same year that Edward Stanley Gibbons was born. Over 150 years later, Stanley Gibbons Ltd is the market leader in the stamp collecting mar-ket and the Gibbons name is synonymous with the hobby. We were awarded the Royal Warrant by King George V in 1914 and continue to hold the Warrant to this day. . Stanley Gibbons set up a designated Investment Department during 2003 to cope with increased interest in rare collecti-bles as an investment following a wave of positive press. The Department, which has grown con-siderably since inception, now has rare stamp and autograph portfolios of over £20 million under management.
Travers Thorp Alberga is a boutique Cayman Islands and BVI law firm. Our clients can rely on the constant direct involvement of a highly experienced partner with a proven track record. Our part-ners have on average fifteen years relevant experience and many were heads of department at the largest Cayman Islands law firms. Clients receive intuitive and incisive legal advice without internal layering and duplication. Our streamlined internal operating model allows us to offer highly competitive and flexible fee arrangements that are compelling. With no affiliated fiduciary service company, our advice is free of the conflicts of interest that otherwise arise. We advise on government relations and regulation, investment funds, finance, corporate, private client and real estate and specialize in restructuring and insolvency from offices in the Cayman Islands and Hong Kong
Wise Capital is an investment manager specialized in the real estate asset class that seeks to outperform the market. Our pragmatic approach leads to strategies that go beyond the superfi-cial market view and are based on the deep knowledge of Brazilian market environment, at times resulting in positions different from others. Wise Capital was forged from the experience and track record of its team that invested and managed institutional and private investor´s resources in Brazil during the last 12 years.
Zonamerica is a Business & Technology Park located in Montevideo, Uruguay. The Park provides one-stop location solutions for companies that chose Uruguay as a competitive business location. Services include flexible and scalable real estate solutions, robust telecommunication platform, HR support services, among others. Today, more than 50 financial institutions have chosen Zonamerica as an ideal business platform for their Latin American financial and advisory opera-tions. With more than 300 tenants, Zonamerica accounts for nearly 2% of Uruguay´s GDP.
8:00 AM Registration Opens
8:45 AM Chairman’s Opening Remarks
8:50 AM Keynote Interview Ultra high net worth individual
How are UHNWIs in Brazil directing capital in 2013? A study of onshore vs. offshore allocations and portfolio diversifi-
cation?
Maria Helena Valia Ico, Founding Partner, RVI Investimentos (Brazil)
Luiz Galebe, Founder, Shop Tour TV (Brazil)
9:15 AM Global Asset Management Strategies Roundtable
Leading Asset Managers compare strategy trends and mitigating risk in select asset classes the world
Moderator:
Claudio Mifano, Partner, Claritas Wealth Management (Brazil)
Panelists:
Luiz Eduardo Franco de Abreu , CEO, NSG Capital (Brazil)
Umberto Boccatto, Chief Investment Officer, Mirabaud Asset Management (Switzerland)
Otavio Vieira, Partner, Fides Asset Management (Brazil)
Flavio Mantesso, Founding Partner, Wise Capital (Brazil)
09:45 AM Luxembourg for international banking and wealth management
Moderator:
Fernand Grulms, CEO, Luxembourg for Finance (Luxembourg) Panelists:
Guilherme Bezerril, Head of Latin America Markets, SGG S.A. (Luxembourg)
Francesco da Cunha, Director, Deloitte (Luxembourg)
José da Silva, Head of Latin America & Southern Europe Markets, BGL BNP Paribas (Luxembourg)
10:25 AM Networking Break One
10:45 AM Wealth Protection Roundtable—Tax, Trust and Estate Planning
How can HNWIs protect and grow their wealth? Which strategies should they be using? What regulations should they
be aware of?
Moderator:
Michael Wells-Greco, Partner, Maitland Group (Switzerland)
Panelists:
Renato Giovanini Filho, Partner, Giovanini Fo Advogados (Brazil)
Alexandre Delgado, Head of Wealth Management, SulAmerica/ING (Brazil)
Anthony Travers OBE, Partner, Travers Thorp Alberga (Cayman Islands)
William Heuseler, Chief Wealth Planning Officer, Itau Private Bank (Brazil)
11:35AM Offshore in Lat Am—Case Study for Uruguay
Jaime Miller, CEO, Zonamerica (Uruguay)
11:55AM Private Bank Roundtable
What services and products are the clients of the leading Private Banks in Brazil interested in?
Panelists:
Rodrigo Marcatti, Head of Private Bank, Banco Fator Private Bank (Brazil)
Roberto Martins, Head of Private Bank, Citi Private Bank (Brazil)
Rogerio Lot, Head of Private Bank, Banco do Brasil Private Bank (Brazil)
João Albino Winkelmann, Head of Private Bank, Bradesco Private Bank (Brazil)
12:25 PM Networking Break Two
12:45 PM Stamps a Case Study
Senior executive from Stanley Gibbons discusses the stamp asset class in an interview format followed by a Q&A
Keith Heddle, Partner, Stanley Gibbons (UK)
1:05 PM Global Investment Strategy Roundtable
Brazilian allocators discuss how they are investing their clients capital into which asset classes and where?
Panelists:
Charles Ferraz, Chief Investment Office, Itau Private Bank (Brazil)
Jayme Paulo Carvalho, Head of Investment Strategy, Santander Private Bank (Brazil)
Jose Brazuna, Head of Advisory, BNP Paribas Private Bank (Brazil)
Sylvio Castro, Chief Investment Officer, Goldman Sachs Private Wealth Management (Brazil)
Carolina Falzoni, Chief Investment Officer, Credit Suisse Hedging-Griffo (Brazil)
1:45 PM Networking Lunch
2:45 PM From Family Business to Family Office
Eduardo Gentil, Partner, Cambridge Advisors to Family Enterprise (Brazil)
3:15 PM The Importance of Substance in International Tax Planning
Speaker, Partner, BBD Enterprises (Bahrain)
4:00 PM Family Office Roundtable
Single and multifamily offices in Brazil face a unique set of challenges in asset allocation, wealth management and
wealth planning
Moderator:
Steve Harrop, Vice President, RBC Wealth Management (Canada)
Panelists:
Roberto Luiz Corrêa da Fonseca, Partner, TNA Gestão Patrimonial (Brazil)
Gregoire Balasko Orelio, Board Member, Ikela Capital, Founding Partner PBA Capital (Brazil)
Mauricio Bicalho, Partner, Triscorp (Brazil)
Emilio Soares, Partner, Naopim Family Office (Brazil)
Leonardo Wengrover, Partner, W Advisors (Brazil)
Luiz Felipe Andrade, Partner, Pragma Patrimonio (Brazil)
4:30 PM Chairman’s Closing Remarks End of Conference