Congress

The largest and most important event of the financial and capital markets has evolved into an unprecedented and amazing format.

In this 9th edition, we will provoke disruptive debates, talk about technology, new service relations and other topics that should revolutionize our markets.

And to further encourage the exchange of experiences among attendees and foster a favorable environment for reflection, we are bringing our Congress to the Bienal de São Paulo, a creative and inspiring space.

Big names of the domestic market as well as internationally renowned speakers will be with us to make the 9th edition of ANBIMA's Investment Funds Congress a memorable event.

The program

  • 8:00 am

    Registration

  • 9:00 am

    Opening Session

    Opening remarks by:

    Dyogo Oliveira – Brazil's Minister of Planning, Development and Management
    Henrique Meirelles – Brazil's Minister of Finance
    Leonardo Pereira – CVM president
    Robert van Dijk – ANBIMA president

    This session will be held in English, simultaneously translated into Portuguese.

  • 9:30 am

    "Ethics, Individual, Society and Business" by Mario Sérgio Cortella

    The philosopher and educator will talk about the ethical dilemmas that permeate our relationships, both in social life and in the corporate world.


    This keynote will be held in Portuguese, simultaneously translated into English.

  • 10:30 am

    Coffee break

  • 11:00 am

    Talks I: Fund Industry Agenda

    We'll discuss the factors that impact the fund industry's business model. How will the new scenario of falling interest rates influence the flow of funds to the industry? Are there hurdles to its full development? What measures should be included in the fund industry's development agenda in Brazil?

    Speakers:

    Carlos Ambrósio – Claritas
    Carlos André – BBDTVM
    Dan Waters – ICI
    Daniel Maeda – Securities and Exchange Commission of Brazil
    Flávio Souza – ANBIMA
    José Carlos Doherty – ANBIMA


    This session will be held in Portuguese, simultaneously translated into English.

  • 12:30 pm

    Henrique Meirelles' speech – finance Minister

  • 13:00 pm

    Lunch by

  • 2:30 pm

    Parallel sessions

    Simultaneous presentation of several lectures, in different spaces, on relevant topics to the fund industry.

    Plenary Green room (150 participants) Orange room (112 participants) Blue room (112 participants)

    How Brazilians Deal with Money and Investment

    Unpublished research shows Brazilians' behavior and motivations in relation to money in their various stages of life. How can this be an input for the fund industry when talking to its customers?

    Palestrantes:

    Aquiles Mosca – Santander Asset Management
    Bruno Azevedo – Na Rua
    Raquel Ferreira – Nielsen

    This session will be held in Portuguese, simultaneously translated into English.

    Internationalization

    The creation of a passport that allows the distribution of Brazilian funds in other Latin American countries and vice versa will be discussed by Brazilian and foreign experts. We'll learn more about the European experience and discuss the feasibility of the initiative in our market, analyzing advantages and disadvantages.

    Moderator:

    Carlos Massaru – Brain (Brasil Investimentos e Negócios)

    Palestrantes:

    Alfredo Sneyers – PwC
    Camille Thommes – ALFI (Association of the Luxembourg Fund Industry)
    Carlos Massaru – Brain (Brasil Investimentos e Negócios)
    Denise Voss – ALFI (Association of the Luxembourg Fund Industry)

    This session will be held in Portuguese, simultaneously translated into English.

    Sustainability Cases

    The analysis of ESG factors — environmental, social and governance — results in additional insights for asset managers' decision making. How to generate value for investors within this framework, broadening and not restricting management performance? Managers present three practical cases and show how they repositioned their active management by evaluating companies' management quality.

    Moderator:

    Tatiana Itikawa – ANBIMA

    Speakers:

    Luzia Hirata – Santander
    Raquel Costa – Bradesco Asset Management

    This session will be held in Portuguese.

    Agents' Responsibilities

    We will discuss responsibilities of agents amid the fund industry's legal challenges. Market representatives, consultants and lawyers analyze the current regulatory framework, potential necessary improvements and international experiences to draw a scenario and point out trends for the fund industry regarding the main aspects of management, administration and governance of the segment.


    This session will be held in Portuguese.

  • 4:00 pm

    Coffee break

  • 4:30 pm

    Parallel sessions

    Plenary Orange room (112 participants) Blue room (112 participants)

    Talks II: trends for the fund industry

    New technologies and new consumption and savings habits have the potential to turn business models upside down. What do global leaders think about the fund industry's future? How will innovations, such as big data, blockchain and artificial intelligence impact the fund industry? What other trends will influence its future?

    Armando Senra – BlackRock
    Amin Rajan – CREATE-Research
    Neil Isford – IBM

    This session will be held in English, simultaneously translated into Portuguese.

    Sources of financing for the real estate industry and prospects

    Representatives of the real estate market will analyze the scenario and the prospects for the resumption of the sector, as well as the importance of sources of financing through financial and capital markets.

    Alexandre Machado – Hedge Alternative Investments
    Celso Petrucci – Secovi
    Filipe Pontual – Abecip
    Luís Fernando Mendes – CBIC
    Filipe Pontual – Abecip

    Moderator: Reinaldo Lacerda – ANBIMA

    This session will be held in Portuguese.

    Prevention against money laundering

    Regulators and market agents discuss the latest legal developments to prevent money laundering. The debate's focus is on the fund industry, but it will also address general concepts and types of approaches to the topic.

    Antonio Juan Ferreiro Cunha – Banco Central
    Marcus Vinicius de Carvalho – CVM
    Sergio Jurandyr Machado – COAF

    This session will be held in Portuguese.

  • 6:00 pm

    Closing Remarks

  • 8:00 am

    Registration

  • 9:00 am

    Talks I: Sustainability

    Climate change affects the risk matrix that companies and investors need to consider in their business valuations. Experts, companies and asset managers debate how to incorporate these changes and the importance of improving information dissemination on climate-related financial risks.

    Speakers:

    Curtis Ravenel – Task Force on Climate-related Financial Disclosures
    Denise Pavarina – Bradesco
    Guilherme Setubal – Duratex
    Roberto Reis – Santander
    Scott Piper – Itaú Unibanco


    This session will be held in Portuguese, simultaneously translated into English.

  • 10:30 am

    Coffee break

  • 11:00 am

    Talks II: The political debate and growth recovery

    Political leaders from the legislative branch share their vision on the progress of structural reforms — Social Security and Labor ones — that are being discussed in the Brazilian Congress.

    José Aníbal – Instituto Teotônio Vilela
    Eduardo Loyo – BTG Pactual
    João Augusto de Castro Neves – Eurasia

    This session will be held in Portuguese, simultaneously translated into English.

  • 12:30 pm

    Lunch by

  • 2:30 pm

    Parallel sessions

    Simultaneous presentation of several lectures, in different spaces, on relevant topics to the fund industry.

    Plenary Green room (150 participants) Orange room (112 participants) Blue room (112 participants)

    Active and passive management and their roles in the current scenario

    Discussion on the challenges of active and passive managements given the decline in interest rates, the increase of ETFs in the Brazilian market and the country's structural conditions, including the low volume of assets available to managers.

    Moderator:

    Amin Rajan – CREATE-Research

    Speakers:

    Amin Rajan – CREATE-Research
    Ankul Daga – Vanguard
    Luciane Ribeiro – Alfa Investimentos
    Marcelo Giufrida – Garde

    This session will be held in Portuguese, simultaneously translated into English.

    Fintech

    New heavily technology-driven business models impact the fund industry. Representatives of companies exploring new solutions and business models will share their experience and discuss how new habits, combined with technological innovation, can transform markets.

    Speakers:

    Guga Stocco – Banco Original
    Marcelo Maisonnave – Oi Warren
    Brandon Wheeler – Vanguard

    Moderator: Guilherme Horn – Accenture

    This session will be held in Portuguese, simultaneously translated into English.

    Social Security

    How will the Social Security reform impact the fund industry? Industry representatives analyze possibilities that emerge from the reform.

    José Roberto Afonso – Instituto Brasiliense de Direito Público
    Luiz Sorge – ANBIMA
    Sérgio Cutolo – ANBIMA
    Vinicius Albernaz – ANBIMA

    This session will be held in Portuguese.

    Long Term Financing

    Several market segments discuss the contribution and participation of structured funds as financing vehicles for infrastructure projects. The round table will include topics such as the capital market's greater participation and new financing sources through the use of structured funds.

    Speakers:

    Cláudio Frischtak – Inter.B
    Marcelo Resende Allain – Coordination Secretary for Investments and PPI Partnerships (Investment Partnership Program)

    Moderator – Luiz Chrysostomo – ANBIMA


    This session will be held in Portuguese.

  • 4:00 pm

    Coffee break

  • 4:30 pm

    "The Secrets of Being Productive in Life and Business" by Charles Duhigg

    The author of bestseller "The Power of Habit" discusses the processes that distinguish the most productive people, companies and organizations.

  • 5:30 pm

    Closing Remarks

Preliminary schedule, subject to change.

The speakers

Alexandre
Machado

Hedge Investments

Read more

Alfredo
Sneyers

PwC

Read More

Amin
Rajan

Create-RESEARCH

Read more

Ankul
Daga

Vanguard

Read more

Antonio Juan
Ferreiro Cunha

Banco Central

Read more

Aquiles
Mosca

Santander Asset Management

Read More

Armando
Senra

BlackRock

Read more

Brandon
Wheeler

Vanguard Advisers

Read more

Bruno
Azevedo

Na Rua

Read more

Camille
Thommes

Alfi

Read more

Carlos
Ambrósio

Claritas

Read more

Carlos
André

BBDTVM

Read more

Carlos
Massaru

BRAiN

Read more

Celso
Petrucci

Secovi

Read More

Charles
Duhigg

Writer and reporter

Read more

Cláudio
Frischtak

Inter.B

Read More

Christiane
Pelajo

GloboNews

Read more

Curtis
Ravenel

TCFD

Read more

Dan
Waters

ICI

Read More

Daniel
Maeda

CVM

Read more

Denise
Voss

Alfi

Read more

Filipe
Pontual

Abecip

Read More

Denise
Pavarina

Bradesco

Read more

Eduardo
Loyo

BTG Pactual

Read more

Fabiano
Coura

R/GA

Read more

Flávio
Souza

Itaú

Read more

Guga
Stocco

Banco Original

Read more

Guilherme
Horn

Accenture

Read more

Guilherme
Setubal

Duratex

Read more

Henrique
Meirelles

Brazil's Minister of Finance

Read more

João Augusto de
Castro Neves

Eurásia Group

Read more

José
Aníbal

Instituto Teotônio Vilela

Read more

José Carlos
Doherty

ANBIMA

Read more

José Roberto
Afonso

IDP

Read more

Leonardo
Pereira

CVM

Read more

Luciane
Ribeiro

Alfa Investimentos

Read more

Luís Fernando
Mendes

CBIC

Read more

Luiz
Chrysostomo

Neo Investimentos

Read more

Luiz
Sorge

BNP Paribas

Read more

Luzia
Hirata

Santander

Read more

Marcelo
Allain

PPI

Read More

Marcelo
Giufrida

Garde

Read more

Marcelo
Maisonnave

Warren

Read more

Marcus Vinicius
de Carvalho

CVM

Read more

Mario Sérgio
Cortella

Philosopher and writer

Read more

Raquel
Costa

Bradesco

Read more

Reinaldo
Lacerda

ANBIMA

Read more

Renato
Eid

Itaú

Read more

Ricardo
Dollinger

BNP Paribas

Read more

Robert van
Dijk

ANBIMA

Read more

Roberto
Reis

Santander

Read more

Rubens
Vidigal Neto

Perlman, Vidigal e Godoy

Read more

Sérgio
Cutolo

BTG Pactual

Read more

Sergio Jurandyr
Machado

COAF

Read more

Scott
Piper

Itaú USA Asset Management

Read more

Tatiana
Itikawa

ANBIMA

Read More

Valdecyr
Gomes

 

Read more

Vinicius
Albernaz

Bradesco

Read more

Vinicius
Carrasco

BNDES

Read more

The Bienal Pavilion:
a space that breathes innovation

Wide, open and with the pulsating energy of a Brazilian cultural heritage, the Bienal Pavilion is part of the history of important technology and innovation events.

It's the perfect space to inspire the new vision of ANBIMA's 9th Investment Funds Congress, and present the amazing concepts that should guide the financial industry's future.

Location

  • Fundação Bienal de São Paulo
    Av. Pedro Álvares Cabral, s/n, Portão 3
    Parque Ibirapuera – CEP 04094-000
    São Paulo, SP, Brazil

    See on the map

Our sponsors

Special

Café Point

Platinum

Partner 3

Gold

Partner 3

Silver

Exhibitors

Partner 2
Partner 1
Partner 3
Partner 2
Partner 2
Partner 2
Partner 3
Partner 3
Partner 3
Partner 3

Custom services

Phone chargers

Wi-Fi

Autograph sessions

Meeting Point

Institutional Partners

Register


To register please contact the attendee service center at +55 11 3061 5920
or luana@cafundoeventos.com.br

Download the app


Download the app containing the map, the schedule of talks and seminars,
and others functionalities.

Partner 2
Partner 3