Glenn Hutchins Wilbur L. Ross Thomas H. Lee Kevin Conway Glenn Youngkin Maurício Marcellini Silver Lake WL Ross & Co. Lee Equity

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1 Glenn Hutchins Co-Founder Silver Lake Wilbur L. Ross Chairman & CEO WL Ross & Co. Thomas H. Lee President Lee Equity Partners Kevin Conway Managing Partner Clayton, Dubilier & Rice Glenn Youngkin Chief Operating Officer The Carlyle Group Maurício Marcellini CIO Funcef Pension Vicente Tuesta CIO AFP Profuturo José Quiñones CIO, Peruvian State Pension Fund Sam Gallo CIO University System of Maryland Pablo Medina Head of Private Equity Skandia Pension Diane Mulcahy Senior Fellow Ewing Marion Kauffman Foundation Jose Minaya Head of Natural Resources & Infrastructure, TIAA-CREF

2 Lead Sponsor How EY s Global Private Equity Center can help your business Value creation goes beyond the private equity investment cycle to portfolio company and fund advice. EY s Global Private Equity Center offers a tailored approach to the unique needs of private equity funds, their transaction processes, investment stewardship and portfolio companies performance. We focus on the market, sector and regulatory issues. If you lead a private equity business, we can help you meet your evolving requirements and those of your portfolio companies from acquisition to exit through a highly integrated global resource of 167,000 professionals across audit, tax, transactions and advisory services. Working together, we can help you meet your goals and compete more effectively. Sponsors Alterra is a Peruvian boutique law firm with a preeminent and dynamic practice in the private funds industry. Their professionals are true legal experts in the industry and have represented several of the most renowned private equity sponsors in their fund formation and fundraising efforts in Peru. Their clients include the full range of private funds, from first-time funds, to independent boutiques and institutionally sponsored private businesses, to multi-strategy asset management firms. They believe that their regulatory experience and successful registration track record is unparalleled in the Peruvian legal market as evidenced by the fact that they are the only firm that has obtained registration for mega funds (US $ 7bn or over) in Peru. Their specialists have developed particular insight into the terms and structures for various types of funds and the regulatory criteria that needs to be met in the governing documents and regulatory material of such funds. Such degree of experience allows them to provide practical advice to their clients. Berkeley Research Group, LLC is a leading global expert services and consulting firm that provides independent expert testimony, litigation and regulatory support, authoritative studies, strategic advice, and document and data analytics to major law firms, Fortune 500 corporations, government agencies, and regulatory bodies around the world. From testifying in highstakes litigation to consulting on large-scale projects, BRG experts and consultants combine intellectual rigor with practical, real-world experience and an in-depth understanding of industries and markets. Their expertise spans economics and finance, data analytics and statistics, and public policy in many of the major sectors of our economy, including healthcare, banking, information technology, energy, construction, and real estate. Berkeley Research Group is headquartered in Emeryville, California, with 26 offices across the United States and in Australia, Canada, Latin America, and the United Kingdom. From its headquarters in New York City to its large network of affiliate and advisory offices around the world, Cerberus has the on-the-ground presence to invest in multiple sectors, through multiple investment strategies in countries around the world. Cerberus s experienced investment professionals can deploy capital resources in markets around the world, in all parts of the capital structure. The Firm s investments are well-diversified across a variety of sectors and geographies. Founded in 1978, Clayton, Dubilier & Rice employs a distinctive approach to private equity investing, combining financial and operating capabilities. CD&R s professionals include a number of seasoned corporate leaders from major global enterprises who work closely with the management teams of portfolio businesses to implement transformation strategies and initiatives to enhance long-term performance. Since inception, CD&R has managed the investment of more than $19 billion in 59 businesses mostly subsidiaries or divisions of large multi-business corporations representing a broad range of industries with an aggregate transaction value exceeding $90 billion.

3 2014 Sponsors Control Risks is an independent, global risk consultancy specializing in political, integrity and security risk. They help some of the most influential organizations in the world to understand and manage the risks and opportunities of operating in complex or hostile environments. They support clients by providing strategic consultancy, expert analysis and in-depth investigations through to handling sensitive political issues and providing practical on the ground protection and support. Their unique combination of services, their geographical reach and the trust their clients place in them, ensure they can help them effectively solve their problems and realize new opportunities across the world. Working across five continents and with 36 offices worldwide, Control Risks provides a broad range of services to help their clients manage political, integrity and security risk. Demarest Advogados is one of the most reputable full service law firms in Brazil and one of the largest in Latin America. Founded in 1948, the firm provides legal services with the highest standard of quality and excellence in the most different areas of Business Law. With offices in the major cities of Brazil and in New York, Demarest also deals with national and international transactions, and assists clients in all continents, especially in Europe, Asia and the Americas. The firm is constantly investing in the improvement of its team of more than 240 attorneys and about 260 administrative staff. Added to this strategy is the permanent support of multidisciplinary teams ensuring an agile performance and delivery of the best possible results in meeting our clients' demands. Demarest has formed a sound name and a legal staff with the highest technical expertise and solid ethical standards. Denham Capital is a private equity firm focused on energy and resources globally, with approximately $7.3 billion of invested and committed capital. Denham Capital focuses its investment activity around three key sectors: Oil & Gas, Metals & Minerals, and Power & Renewables. Our investment professionals apply their deep operational and industry experience in working in partnership with management teams to achieve long-term investment objectives. across the capital structure and across all stages of the corporate and asset lifecycle, from development projects to mature, operating business. Denham Capital typically targets equity investments of $50 million to $250 million. Lee Equity Partners is a U.S. based middle market private equity firm formed by Thomas H. Lee. Lee Equity focuses on control buyouts and growth capital financings, typically investing $50 million to $150 million per transaction in companies with enterprise values of $100 million to $500 million. The firm seeks to partner with top-tier management teams to build companies with differentiated market position and high growth potential. Target sectors include business services, consumer/ retail, distribution/ logistics, financial services, healthcare services, and media. Levine Leichtman Capital Partners is an independent investment firm that invests in middle market companies located in the United States. LLCP manages approximately $6.5 billion of institutional capital on behalf of itself and its worldwide network of investors. These investors include state and corporate pension plans, insurance companies, fund of funds, family offices, foundations and endowments. Established in California in 1984 by Arthur E. Levine and Lauren B. Leichtman, the Firm has expanded geographically with offices in Los Angeles, Dallas, Chicago, New York, and London. The Firm has a proven business philosophy of investing alongside entrepreneurs who believe in their company s growth and want substantial equity ownership. MARE Investimentos is a private equity firm focused on Oil & Gas services opportunities in Brazil. The management team has a large network, impressive track record and operating history in developing and managing companies in the Oil & Gas, Natural Resources and Financial Services sectors. MARE s investment thesis aims to explore the opportunities that emerge from the substantial growth of Oil & Gas supply chain in Brazil over the coming decade and beyond. It capitalizes on the current consolidation and local content trends in the industry and has the ability to identify sub-sectors with high barriers to entry and companies that possess significant competitive advantages. MARE seeks influential control or co-control investment positions where the team can effect change and add value through operational improvements. MARE currently manages around $320 million from Brazilian institutional investors and high net worth individuals.

4 Sponsors Morgan Stanley Alternative Investment Partners (AIP), established in 2000, specializes in assisting institutional and high net worth investors achieve their goals through the design and management of alternative investment programs. Their multi-disciplinary investment teams thoughtfully combine expertise in fund investing, secondaries and co-investing across hedge fund, private equity, real estate and multi-asset class strategies for the benefit of their clients. Their solutions include custom alternative investment portfolios, completion strategies, diversified and opportunistic multi-manager strategies and fiduciary management. Velocis Fund is an actively managed alternative investment strategy providing investors unique opportunities in the U.S. commercial real estate market. Their success is based on two key factors - solid principles and unwavering focus. They have built their investment strategy on three core principles: Opportunistic Deployment of Capital, Building a Recession-Resistant Portfolio and Preservation of Capital. WL Ross & Co. LLC is acknowledged as one of the asset management industry s leading turnaround and distressed investing groups. Based in New York with offices in Tokyo, Beijing, and Mumbai, WL Ross oversees approximately $9 billion in assets with investments across North America, South America, Europe, and Asia, managed actively by 30 investment professionals. WL Ross invests in sectors, companies, and assets in financial distress or undergoing a period of industry dislocation, typically as a result of adverse economic developments, regulatory change, competitive pressures, and other structural factors Supporting Organizations

5 7:30 Registration & Welcome Coffee 8:30 Latin Markets Welcoming Address Paloma Lima, Head of Private Equity Group, Latin Markets Ahmad Zubair Sahar Mahjoor, Partner, Latin Markets 8:40 Co-Chairs Opening Remarks 8:50 Keynote Conversation: Examining the Global Political Landscape A frank and open discussion of the politician and macroeconomic aspects of private equity investing. Vicente Fox, 55 th President of Mexico John W. Snow, Chairman, Cerberus Capital Management, 73 rd United States Secretary of the Treasury 9:30 Panel: Andean Pension Roundtable An overview of the Chilean, Peruvian & Colombian pension markets and how they plan to allocate abroad. Moderator: Ricardo Postigo, Partner, Alterra Panelists: Vicente Tuesta, CIO, AFP Profuturo José Quiñones, CIO, Peruvian State Pension Fund Pablo Medina, Head of Private Equity, Skandia Pension 10:00 Interview: A Middle Market Perspective on International Private Equity Investing A Conversation with Levine Leichtman Arthur Levine, President & Founding Principal, Levine Leichtman Capital Partners 10:20 Morning Networking Break 10:50 Presentation: The Current and Future State of Latin American Private Equity Examining the key components of Latin American private equity investing Speaker, Senior Partner, Ernst & Young 11:20 Panel: Energy & Infrastructure in LatAm Leading managers discuss investing in Latin America s future through oil & gas, renewables, logistics and others. Isela Bahena, Director - Energy & Infrastructure, TIAA-CREF Rodolfo Landim, Managing Partner, MARE Investimentos 11:50 Keynote Interview: A Conversation with Wilbur L. Ross Evaluating Latin American private equity opportunities in today s market. Wilbur L. Ross, Chairman & CEO, WL Ross & Co 12:20 Networking Luncheon 1:50 Keynote Interview: The CD&R Story Examining a long term fundraising strategy in Latin America Kevin Conway, Managing Partner, Clayton Dubilier & Rice

6 2:10 Panel: Legal Developments & Fund Formation in Latin America Exploring legal boundaries and restrictions of international fund formation. 2:30 Panel: Pension & Sovereign Wealth Investor Roundtable International pension & sovereign wealth managers discuss strategy, asset allocation & private equity investing. Mike Forestner, Partner, Mercer David Simpson, Investment Officer, Private Equity, LACERA 3:00 Panel: Advantages & Disadvantages of Minority vs. Control Investments The pros, cons and strategies behind the equity taken in a portfolio company. John Wolak, Managing Director, Morgan Stanley Alternative Investment Partners Speaker, Senior Manager, Control Risks 3:30 Afternoon Networking Break: Sponsored by Mare Investments 4:00 Panel: Agriculture & Timberland Investments A conversation on investing in the most diverse agricultural powerhouse in the world. José Minaya, Head of Natural Resources & Infrastructure, TIAA-CREF 4:30 Panel: Foundation & Endowment Roundtable F&E s have been at the forefront of emerging market PE. We review why so many are investing and their long term strategies. Moderator: José Setti Diaz, Partner, Demarest Advogados Panelists: Diane Mulcahy, Senior Fellow, Ewing Marion Kauffman Foundation Sam Gallo, CIO, University System of Maryland Foundation 5:00 Cocktail Reception

7 7:30 Registration & Welcome Coffee 8:30 Latin Markets Opening Address Paloma Lima, Head of Private Equity Group, Latin Markets Ahmad Zubair Sahar Mahjoor, Partner, Latin Markets 8:40 Co-Chairs Opening Remarks 8:50 Keynote Interview: A Conversation with Thomas H. Lee A conversation with one of private equity s pioneers. Thomas H. Lee, President, Lee Equity Partners 9:20 Panel: Asian & Middle Eastern Investor Roundtable An overview of Asian investor markets and their thoughts on Latin American. Akitoshi Yamada, Head of Private Equity Investments, Nippon Life Insurance Company Fabio Scacciavillani, Chief Economist, Oman Investment Fund 9:50 Panel: Sourcing Investments & Adding Value How can private equity investors create value for their portfolio companies? Victor Munoz, Managing Director, Denham Capital 10:20 Morning Networking Break 10:50 Keynote Interview: A Conversation with Silver Lake A global overview of opportunities in technology investing. Glenn Hutchins, Co-Founder, Silver Lake 11:20 Panel: Real Estate Private Equity A broad conversation covering the global real estate market. Roberto Alexandre Hesketh, Investment Manager, Real Grandeza 11:50 Panel: Brazilian Pension Roundtable An overview of the Brazilian pension market and how they plan to allocate abroad. Maurício Marcellini, CIO, Funcef Andre Tapajos Cunha, Executive Manager - Private Equity, Previ Ricardo Baretta Pavie, Executive Manager - New Projects, Petros Luiz Guilherme Pinto, Director of Finance, Eletros Jarbas Antônio De Biagi, CEO, Banesprev 12:20 Panel: Small & Middle Market Investments The small and mid-market offer some of the most resilient and dynamic segments. What opportunities do their under served capital needs present? Mike Flynn, CIO, Kinship Trust Company Adilson Ferrarezi, Head of Multimanager, HSBC Fundo de Pensão Speaker, Director, Berkeley Research Group

8 12:50 Networking Luncheon 2:10 Interview: A Conversation with The Carlyle Group An open discussion on the Latin American market, past and future. Interviewer: Vicente Tuesta, CIO, AFP Profuturo Interviewee: Glenn Youngkin, Chief Operating Officer, The Carlyle Group 2:30 Panel: New Frontiers in Latin American Private Equity An overview of the new growth and opportunities in Mexico, Colombia & Peru. David Chiang, Managing Director, Soros Fund Management 3:00 Panel: Fund Manager Selection and Monitoring in Emerging Markets The emerging markets are an integral part of the global investors allocations. Learn how they choose managers and supervise their investments. Jesús Argüelles, Portfolio Manager, Ontario Teachers Pension Plan Matt Curtolo, Manager - Private Equity, Hirtle Callaghan & Co. Giselle Bright, Investment Director, Bregal Investments Susanne Forsingdal, Partner, ATP Private Equity Partners 3:30 Panel: Mexico, Central American & Caribbean Pension Roundtable An overview of the Mexican, Central American & Caribbean pension markets and how they plan to allocate abroad. José Maria de la Torre, CEO, PensiónISSSTE 4:00 Closing Remarks & End of Conference

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