www.flemingeurope.com
Private Banking
and Wealth Management
in Latin America
August 20-21, 2015 | São Paulo, Brazil
„Tailoring services to meet new client demands“
Our exclusive Speaker panel
DOMESTIC SPEAKERS
International speakers:
Jayme Carvalho
Santander Private Banking
Head of UHNW and Family
Office group
Leonardo Wengrover
W Advisors Multi Family
Office
Founding Partner
Jose Mauro C. Delella
Santander Private Banking
Investment Strategist
Renato Roizenblit
SLW Corretora
de Valores e Câmbio
Head of Wealth Management
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 & Cofounder
Hellinton Hatsuo Takada
Banco Itau
VP Quantitative Research and
Portfolio Managment
Supporting Association:
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
Patricio Eskenazi
Banco Penta, Chile
Chief Investment Officer
Private Banking
Eva Law
Association of Private
Bankers in Greater China
Region. Association of
Family Offices in Asia,
Hong Kong
Founder & Chairman
Jose Luis Blazquez
Andbank, Spain
Head of IFA´s & External
Managers for Spain & Latam
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
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!
Joao Correia
Art Options
Co-founder
Portuguese – English – Spanish
translation service
Media Partners:
Where Hedge Funds and Investors Come Together
Booking line: tel: +971 4609 1570 / 1555 | fax: +971 4609 1589
Email: [email protected] | www.flemingeurope.com
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.
Booking line: tel: +971 4609 1570 / 1555 | fax: +971 4609 1589
Email: [email protected] | www.flemingeurope.com
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, SingleFamily 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
Booking line: tel: +971 4609 1570 / 1555 | fax: +971 4609 1589
Email: [email protected] | www.flemingeurope.com
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)
LAST YEAR‘S ATTENDEE BREADOWN
40
30
20
“ 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””
49%
50
21%
23%
10
7%
0
(Deputy Head of Premium Banking Department |
Raiffeisen Banka)
CxO/MoB/VPs21%
Heads49%
“Very informative, full of ideas and insights”
Directors23%
Others (Analysts, Advisors, ...)
(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)
7%
Rich history of this well
established event
Budapest, Prague, Vienna, Zurich... and now Sao Paulo!
OUR PORTFOLIO
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
valued support from our sponsors in the past
the marshall islands
corporate registry
Booking line: tel: +971 4609 1570 / 1555 | fax: +971 4609 1589
Email: [email protected] | www.flemingeurope.com
DAY I - 20 August 2015
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
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
15:15How private banks and family offices should look
at portfolio construction
Ana Cabral Gardner | A10 Investimentos
Managing Partner & Co-founder.
15:40
10:30COFFEE 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
16:05COFFEE 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
ATTEND A NETWORKING COCKTAIL RECEPTION
12:40NETWORKING LUNCH
14:00
SPOTLIGHT SESSION: STRATEGIES IN ASSET ALLOCATION.
WHERE TO INVEST DURING UNCERTAIN TIMES
Current trends and forecast for the Brazilian
Market
Fabio Passos | Credit Agricole | Head of Asset Allocation
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
Booking line: tel: +971 4609 1570 / 1555 | fax: +971 4609 1589
Email: [email protected] | www.flemingeurope.com
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
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
9:00HOW 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
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
15:30COFFEE BREAK & NETWORKING
Renato Roizenblit | SLW Corretora de Valores e
Câmbio | Head of Wealth Management.
10:30COFFEE 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
12:30LUNCH
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.
17:00CLOSING REMARKS FROM THE CHAIR
17:05 FAREWELL COFFEE & NETWORKING
Private Banking and Wealth Management in Latin America
August 20-21, 2015 | São Paulo, Brazil
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