2 Dear Attendee, It is with great pleasure that I invite you to join us at the fourth annual Private Wealth Brazil Forum in Sao Paulo. The event is part of our series of Private Wealth forums throughout Latin America that provide education on regulation, wealth protection, asset allocation and private client management. A Brazil focused one day summit covering Wealth Management issues in Latin America s largest market for Private Banking and Family Offices. The most relevant topics for clients and intermediaries including Asset Allocation, Philanthropy, Jurisdictions and Critical Competencies for Wealth Management. More than fifty speakers from family offices, private banking, legal, asset management, and accounting covering the local market and the global players increasingly interested in serving Brazil. We have put the program together with the needs of the wealth management and wealth planning community in mind and will continue to strive to provide the most updated intelligence on private wealth management in Latin America. We are looking forward to hosting you in Brazil. Regards, Kilby Browne Head of Private Wealth Group Markets Group Private Wealth Series Private Wealth Latin America & The Caribbean Forum Miami October 20th & 21st, 2015 JW Marriott Miami Private Wealth Mexico Forum Mexico City June 16th, 2015 Four Seasons Private Wealth Brazil Forum São Paulo May 14th, 2015 Renaissance Hotel Private Wealth Andean Forum Bogota December 2nd, 2015 W Bogota Hotel Private Wealth Panama Forum Panama City February 25th, 2016 Hotel Riu Plaza Contact Information Sponsorship Kilby Browne Sponsorship German Chavez Sponsorship Heriberto Acevedo Registration Erick Cruz Program Manager Aline Viana Marketing/Press Cassia Di Roberto
3 Amicorp Group (Amicorp) is an independent growing global provider of company secretarial and fiduciary services. We provide entity administration services including company, trust and fund administration services, compliance services and regulatory services, and outsourcing services to a broad range of mostly corporate but also high-net-worth clients around the world. We are one of the top ten trust companies in the world. Since we were established in 1992 our focus has been on the emerging markets and we strive to be the best in these markets. We are soundly profitable, providing a safe and stable working environment for our employees, promoting environmental consciousness, and contributing positively to the communities in which we are active. We are a Hong Kong based company with an international network of 40 plus offices in over 30 countries. At Amicorp we work relentlessly towards pursuing our quadruple bottom line, Profit, Passion, People and Planet, both internally and externally. Avior Executive Search is a boutique international executive search firm specializing in the representation of wealth management firms with a bias towards the Latin American markets. Our singular mission is to identify and understand the challenges and opportunities faced by our valued clients. We serve as trusted confidants as we secure talented individuals who actively participate in the long-term growth and success of your firm. Bahamas Financial Service Board With professionals covering every aspect of financial services, The Bahamas is one of the most developed financial centers in the world. Products and services comprise banking, private banking and trust services, investment fund administration, capital markets, investment advisory services, accounting and legal services, e-commerce, insurance, and corporate and shipping registries. Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company s strength delivering data, news and analytics through innovative technology, quickly and accurately is at the core of the Bloomberg Professional service, which provides real time financial information to more than 315,000 subscribers globally. Headquartered in New York, Bloomberg employs more than 15,000 people in 192 locations around the world. For more than a century, Chadbourne & Parke LLP has counseled innovators around the world. We are a full-service law firm that leverages the extraordinary talent from our 12 international offices to offer the highest caliber client service in more than 80 countries and across every region on the globe. Today, we are recognized internationally for our groundbreaking work in emerging economies and our deep experience in energy and infrastructure, corporate and finance transactions, international disputes, and bankruptcy and financial restructuring. Giovanini Fo. Advogados is a law firm located in São Paulo that serves holding companies 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. Global Bank of Commerce "GBC" is a Caribbean owned and operated international bank, offering attractive financial products to its regional and international customers since It was the first Bank to be licensed in Antigua and Barbuda under its International Business Corporations Act, 1982, and has the distinction of being the grandfather of international financial services operating in the jurisdiction's Financial Centre. We maintain a solid capital base and undergo annual third-party financial audits as well as annual third-party AML/CTF audits. We are a member of the Caribbean Association of Banks and have colleague relationships with another 30 Caribbean banks and credit unions. We also subscribe to the Caribbean Principles. Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals, families and their advisors rely on our expertise and experience in this area. Our highly qualified professionals work together as one team in over 20 offices worldwide. The firm also runs a leading government advisory practice. We have raised more than US$ 3.5 billion in foreign direct investment and been involved in strategic consulting and the design, set-up and operation of several of the world s most successful residence and citizenship programs.
4 Luxembourg for Finance (LFF) is the Agency for the Development of the Financial Centre. It is a publicprivate partnership between the Luxembourg Government and the Luxembourg Financial Industry Federation (PROFIL). Founded in 2008, its objective is to promote the expertise of the financial centre and the diversification of its services abroad through different communication channels. The agency continuously monitors global trends and evolutions in finance to identify development opportunities for the Luxembourg financial centre and to serve different target markets and target groups. It is also the first port of call for foreign journalists. In cooperation with the various professional associations, LFF develops documentation on products and services available in Luxembourg and their relevant legal and regulatory framework. Furthermore, LFF organises seminars in international business locations and takes part in selected world-class trade fairs and congresses. Maitland is a global advisory and administration firm. Founded in Luxembourg in 1976, we now have over $200 billion in assets in administration and employ over 800 people in 13 offices across 12 countries. Maitland is one of the few wealth services providers with the breadth of global knowledge and insight to create integrated and comprehensive, multi-jurisdictional solutions for ultra-high net worth clients and family offices needing cross border wealth structuring assistance. With nearly 40 years of servicing some of the world's wealthiest families and over 20 years' experience with Latin American clients, our teams of specialists work in unison to provide clients (Individuals and family offices) with a seamless service that includes both legal and tax advice, as well as corporate, fiduciary and private client fund services, both onshore and offshore. Mirabaud Asset Management is the investment arm of the Mirabaud Group, an independent wealth and asset management group established in 1819 in Geneva, Switzerland. Our culture and identity have always been active management, where we have demonstrated added value for our investors over time. Mirabaud Asset Management s values of integrity and alignment of interest with our clients, as well as our entrepreneurial culture, allow us to attract some of the most talented professionals in the fund management industry. Mirabaud Asset Management fund managers benefit from a collaborative work environment and express their unconstrained investment expertise within rigorous risk oversight and disciplined investment processes. At Mirabaud Asset Management, we remain true to the fundamental values consolidated over nearly 200 years and continue to serve the investment needs of our clients. Rotella Capital Management, Inc. ( Rotella Capital Management or RCM ) was established to provide investors with exceptional risk-adjusted returns utilizing a systematic investment approach in global commodity, interest rate, currency, and equity index markets. Mr. Robert Rotella, the firm s founder and CEO, has spent over 20 years developing quantitative models to profit from directional trending behavior. In 1991, Mr. Rotella launched the Polaris Program with an initial allocation from Commodities Corporation (now Goldman Sachs). Rotella Capital Management was established in 1995 to manage the Polaris Program and expand Mr. Rotella s research and investment efforts. The firm then expanded to shortterm trading with the Orion Program in For information regarding RCM, The Polaris and Orion Programs, and RCM s other trading programs and offerings, please contact the firm. VdA is a Portuguese independent law firm with over 200 staff. We are proud to have been involved in many groundbreaking transactions in Portugal in the last 35 years, and to maintain privileged relations with some of the top international law firms around the world. We work as a team with our clients, making their objectives our own. Based on our experience, we strive to deliver innovative and solid solutions, under the highest standards of performance with only one aim in view: the clients success. Our values have led us to the recognition of our clients and peers, as well as to some accomplishments such as the Financial Times Innovative Lawyer 2013 in Continental Europe award, the Portuguese Law Firm of the Year 2014 by IFLR, the Law firm of the year: Iberia 2014 by The Lawyer and Most Active Law Firm in Bonds 2014, by Euronext, all of which enables VdA to consolidate its position as a business law firm. Zonamerica is a Business & Technology Park operating under Free Zone regime, which delivers a one-stop solution, based on world-class infrastructure and robust IT services. Zonamerica provides scalability, flexibility & redundancy to its tenants, in a campus-like environment with amenities and caring services for their workforce, enabling growth for both companies and people. Our award-winning operation in Uruguay has become an attractive business platform for international companies looking to set up operations in Latin America. More than 50 companies in the financial services industry have chosen Zonamerica as an ideal location to provide private banking services and backoffice support for the region and the world.
5 Cara Williams, Global Head of Wealth Management, Mercer (UK) Ms. Williams has been the Global Head of Wealth Management at Mercer since July 2011 and serves as its Global Head of Technology Solutions. She joined Mercer Investment Consulting as Global Chief Operating Officer in Ms. Williams has more than 17 years of experience in the pensions and investment industry. Prior to Mercer, she worked at a number of institutional asset management firms. Ms Williams began her career in finance as a financial advisor in New York with Merrill Lynch. Ms. Williams graduated from the University of Michigan, Ann Arbor, with a BA degree, and from the Univer-sity of Hartford, CT, with an MBA in Finance. Fernando Vallada, Head of Private Wealth, Goldman Sachs (Brazil) Mr. Vallada is the head of Private Wealth Management in Brazil. He also serves on the Management Committee of Goldman Sachs Brazil and the Latin America Operating Committee. Mr. Vallada joined Goldman Sachs in 2008 as a vice president responsible for developing the domestic Private Wealth Management business in Brazil. He was named managing director in Prior to joining the firm, Mr. Vallada worked at ABN AMRO for eight years and at Citibank for eleven years. He serves on ANBIMA s (Brazilian Association of Financial and Capital Markets Entities) Private Banking Regulation and Best Practices Council and as a director of IBCPF, the Brazilian entity member of the Financial Planning Standards Board. Charles Ferraz, Chief Investment Officer, Itaú Private Bank (Brazil) Mr. Ferraz supervises the Investment Strategy and Counseling, Wealth Planning and the Investment Products to Itau Private Bank clients. Mr. Ferraz was the Managing Partner and Managing Director in charge of the BankBoston Asset Management, a Bank of America company in Brazil, acquired by Itau in Mr. Ferraz has a Master Degree in Economics at Sao Paulo University and is a bachelor in Economics at Universidade Federal de Pernambuco. Luiz Felipe Andrade, Partner, Pragma Patrimônio (Brazil) Mr. Andrade is a PRAGMA partner, and senior financial market executive. He has worked for Black Rock as MD and Country Head of Brazil; to Itaú-Unibanco as Director responsible for Market and Liquidity Risk and to Unibanco Asset Management as Executive Managing Director. Mr. Andrade has graduated both in Business Administration and in Mechanical Engineering. He holds a MSc. Degree in Industrial Engineering from Pontifícia Universidade Católica of Rio de Janeiro and a PhD in Finance from The University of Colorado. Fabio Passos, Head of Asset Allocation, Credit Agricole (Brazil) With over 16 years of experience in investment management, Mr. Passos is currently Head of Asset Allocation at Credit Agricole in Brazil, being responsible for the local non-discretionary mandates. Between 2005 to 2012 Mr. Passos was a partner at Bawm Investments, working as a FoF portfolio manager and with strategic asset allocation. Previously Mr. Passos worked as a hedge fund analyst for a swiss asset manager, a risk analyst at a pension fund and at UBS in the areas of Asset Management, M&A and Wealth Management. William Heuseler, Head of Wealth Planning, Itaú Private Bank (Brazil) Mr. Heuseler is a Tax, Trust and Estate Planning Attorney with 20 years of experience dealing with ultra-high net worth clientele, with expertise on crossborder matters, tax and asset protection planning; family and corporate governance among other wealth planning strategies. Prior to Itaú, Mr. Heuseler worked at UBS AG, in New York, as country coordinator of the Brazilian Wealth Planning Team - Offshore Platform; he has also worked for Smith Barney- Citigroup, Safra Group and Citco Group. He started his career at Baker & McKenzie s office in Rio de Janeiro, Brazil. Ariel Tomaspolski, Co-Founder, Juntos (Brazil) Mr. Tomaspolski is a fellow at the Young Talents Program of the Arymax Foundation, and the founding partner at Juntos.com.vc, the first free of charge social project crowdfunding platform in Brazil. Mr. Tomaspolski holds a Master s Degree in social project management from PUC-SP.
6 Maurício Bicalho, Partner, Triscorp Investimentos (Brazil) Mr. Bicalho is a founding partner of Triscorp (a Brazilian MFO/IM), responsible for investment advisory services (asset allocation, manager selection, etc.), a member of the Executive Committee. Mr. Bicalho has over 20 years of investment management experience. From 2001 until 2003 as Director of Private Wealth Services at Merrill Lynch (Brazil), active investment advisory to ultra-high net worth clients and their officers, and also acted as Deputy Market Leader for Brazil. Leonardo Wengrover, Founding Partner, W Advisors (Brazil) Mr. Wengrover founded W Advisors, a Multi Family Office serving 30 families in Rio Grande do Sul and Santa Catarina in Mr. Wengrover is responsible for advising his customers in the process of Private Wealth Management and Family Governance. He graduated as a civil engineer with emphasis in finance. Before that, he was in charge of establishing and developing Wealth Management Offices for three different international banks in Southern Brazil. Celia Cruz, Executive Director, Instituto de Cidadania Empresarial (Brazil) Since April 2012 Celia has served as Executive Director of the Instituto de Cidadania Empresarial (ICE). Before joining ICE, Celia served as Director of Ashoka Canada from 2009 to 2011, Managing Director of Ashoka Global Fellowship for 1 ½ years and Director of Ashoka in Brazil and Paraguay for five years. Before Ashoka, Célia worked with the Institute for Development of Social Investment, where she was a Program Coordinator for two years, creating community foundations in a number of Brazilian cities. She founded the fundraising consulting firm Philanthropics in 1994 and served as fundraising coordinator for the School of Business Administration of São Paulo, Fundação Getulio Vargas (EAESP/FGV), until Paulo Colaferro, Partner, Taler Empreendimentos (Brazil) Graduated in Business Administration at PUC-SP - Pontifícia Universidade Católica de São Paulo, he holds an MBA in Finance at IBMEC SP-Instituto Brasileiro de Mercado de Capitais, São Paulo, and he is a CFP (Certified Financial Planner), as well as a Securities Administrator authorized by CVM - Comissão de Valores Mobiliários (Securities Commission) and Certified Board Member at IBGC - Instituto Brasileiro de Governança Corporativa (Brazilian Institute of Corporate Governance). Acting in the market for 18 years, he is one of Taler s partner cofounders, and he was responsible for the development of the financial planning area of MONY-Mutual Life Insurance Company of New York, where he held the position of Head of Financial Planning for Brazil. Raquel Lordello Coimbra, Project Manager, IDIS (Brazil) Ms. Lordello is a Manager at IDIS where she advises individuals, families and companies in all stages of the philanthropy cycle. Previously she worked with cultural projects as Executive Director at FLIP (Paraty International Literary Festival), with Child and Adolescents Rights at ILANUD (UN Brazil) and with environmental education at the Secretary for the Environment of São Paulo. Before joining the nonprofit sector she practiced law in law offices in Brazil and abroad. She holds a Bachelor s degree in Law from PUC São Paulo, holds a Masters of Laws in Social Rights focused on Diffuse and Collective Rights also from PUC/SP and specialized in Third Sector Legislation at Fundação Getulio Vargas. Franco Gamba Ciravegna, Founder, Space Family Office (Brazil) Mr. Ciravegna is a founding partner of Family Office Space, a company focused on serving the administrative support activities for business families and executives of large corporations. Mr. Ciravegna has over 25 years of experience in family businesses, having started his career at Price Waterhouse. He's Fiscal Council of a family-owned company in BH. Have negotiated various shareholder agreements for family-controlled companies. Silvia Fazio, Partner, Chadbourne & Parke LLP (Brazil) Silvia Fazio is a partner at Chadbourne & Parke LLP resident in the firm s Sao Paulo and London offices, where she leads the Brazil desk. Silvia Fazio represents private equity funds and family offices in a broad range of wealth, tax and structuring planning matters, with a focus on cross-border investments. Silvia is qualified to practice in England and Wales, Brazil (Sao Paulo), Portugal (Lisbon) and Italy (Milan). She has been considered by Latinvex as one of the Top 50 Female Lawyers in Latin America in 2013 and 2014.
7 Emilio Soares, Partner, Naopin (Brazil) Mr. Soares is the Founding Partner of Naopim Family Office and partner at Emilio Soares e Fernanda Mendes Advogados. Mr. Soares is Lawyer graduated at PUC-RJ with Master in Finance. Andre Degenszajn, Secretary-General, GIFE (Brazil) Mr. Degenszajn is GIFE Program Manager, an association created in 2005 and brings major social investors in Brazil. By GIFE has led joint areas Mfg Manufacturing knowledge, contributing to the construction of parameters for social investment, government entities and non-profit self-regulatory initiatives. He is a graduate and teacher in International Relations from the Pontifical Catholic University of São Paulo. He was Professor of International Relations at the Universidad Santa Mar-celina 2007 to Atua in civil society since Founded and is currently on the Board of the organization Human Rights Conectas. João Albino Winkelmann, Head of Private Bank, Bradesco Private Bank (Brazil) Mr. Albino is the Head of Bradesco Private Bank and is responsible for a staff of over 220 officers, and 13 offices in Brazil with over $31 Billion in Asset Under Management. Mr. Albino joined Banco Bradesco in 1982, starting his carrier as clerk in Porto Alegre at the Foreign Exchange Division. In 1998 he assumed as General Manager of Bradesco New York Branch until 2002 when he came back to São Paulo to work in the International Division, assuming all operations of Bradesco New York, Grand Cayman, Luxembourg, Buenos Aires, Bahamas and Tokyo. In 2004, Mr. Albino moved to the Private Bank Area as Regional Superintendent. Pedro Romeiro, Founding Partner, Iris Investimentos (Brazil) Mr. Romeiro is the founding partner and Head of Legal and Compliance at Iris Investimentos, a MFO based in São Paulo. He started his career focusing on family and succession litigation at Priscila C. da Fonseca Advogados and Cahali Advogados, both boutiques highly recognized in Brazil as leading law firms in the family litigation industry. He has also worked at Choaib, Paiva e Justo Advogados with succession and tax planning and asset protection, and at Freitas, Leite Advogados with offshore structures. Mr. Romeiro holds a degree in Law from Mackenzie University, a LL.M in Corporate Law and a LL.M in Financial and Capital Markets from Insper. Jagdeesh Prakasam, Co-Chief Investment Officer, Rotella Capital Management (U.S.) Jagdeesh Prakasam oversees the offering of the firm s publicly offered programs. He also focuses on the exploration of future research initiatives directly benefitting the firm s core offerings. Mr. Prakasam has been managing various proprietary portfolios as Portfolio Manager since early The holding period of the trades in these portfolios range from intraday to intermediate term across both futures and equities spaces. Mr. Prakasam joined RCM in 2003 as a Researcher primarily focused on supporting the research efforts in portfolio construction, risk management, and overlay strategies for RCM s core trading strategies. Silvana Mesquita, AML Compliance & Onboarding Head, BTG Pactual (Brazil) Mrs. Mesquita is the global coordinator for Anti-Money Laundering, Sanctions and Onboarding Controls at BTG Pactual. Her role includes supervision of the United States, Europe, Asia and Latin America offices. She is also the coordinator of FEBRA- BAN s AML sub-committee and coordinator of the FATCA task force in Brazil. She has over 20 years in control related functions at Banking Institutions. Sylvio Castro, Chief Investment Officer, Credit Suisse Hedging-Griffo (Brazil) Mr. Castro is the Chief Investment Officer of Credit Suisse Hedging-Griffo Private banking platform and is responsible for PM of all exclusive mandates under the same platform. Mr. Castro has been in the investment management industry since 1997, initially as a risk manager and later as PM at ABN AMRO Asset Management. In 2009, he became the Chief Investment Officer of Goldman Sachs Private Wealth Management for Brazil. After 4 years at Goldman Sachs, Mr. Castro became the Chief Investment Officer of Credit Suisse Hedging Griffo private banking (2nd biggest private bank in Brazil).
8 Benjamin Reid, Head of Business Development Latin America, Maitland (UK) Mr. Reid joined Maitland in 2013 with a primary focus on growing the firm s presence in Latin American (LatAm). He has specialised experience in offshore structured finance with a specific focus on working with Institutional and UHNW LatAm clients: private individuals, family offices and funds. Tiago Marreiros Moreira, Head of Tax, Partner, VdA (Portugal) Mr. Moreira is a Partner and Head of Tax at VdA practice group (that includes a team specially dedicated to Private Clients) and member of the Board in charge of VdA s International Platform, VdAtlas. Law Degree, Catholic University of Lisbon. Post- Degree in Taxation, Instituto Superior de Gestão in Lisbon. PIL, Harvard LawSchool. Lecturer at the Postgraduate Course in Management of Social Organizations of Economics at the Catholic University of Porto. Admitted to the Portuguese Bar Association as specialist lawyer in Tax Law, tax arbitrator certified by the Minister of Justice. José Sérgio Nogueira, Financial Planning Manager, J. Mendes Family Office (Brazil) Mr. Nogueira is graduated in Business Administration at UFMG, he is the head of the J. Mendes Family Office since 2007, being responsible for the supervision, consolidation, validation and rebalancing of onshore and international investments. Mr. José Sérgio is a CFA Charterholder, as well as a Securities Administrator authorized by CVM, and holds degrees on Executive Education from Chicago Booth (Private Wealth Management) and from Kellogg (Risk Management). Aliya Allen, CEO and Executive Director, Bahamas Financial Services Board (Bahamas) Aliya Allen is the CEO and Executive Director of BFSB, a position she has held since January Prior to this she was a partner in top tier Bahamas law firm, Graham Thompson, specializing in financial services and general corporate law. She was listed in Chambers Global 2012 as an up and coming leading lawyer. Before entering private practice she was Counsel to the Office of the Attorney General in international cooperation and civil matters. She holds n LLB (Hons) from the University of Buckingham and completed the Bar Vocational Course at Manchester University. She is admitted to the English and Bahamas Bars and is a member of the Honourable Society of Gray's Inn. Marcelo Vicentini, Head of Tax, Standard Chartered Bank (Brazil) Mr. Vicentini has 15 years of experience in tax advisory and consulting, working in multinational firms, with great knowledge of local tax law and double tax treaties. He has active participation in the development of new financial products, national and international structured transactions. Currently, he is responsible for the Tax Department at Standard Chartered Bank Brazil and oversees Latin America. He also worked for BNP Paribas, Standard Bank, ING and KPMG. Mr. Vicentini has a Master Degree in Financial and Economic Law from São Paulo University, Tax Specialization from Universidade Presbiteriana Mackenzie and a Bachelor Degree in Law from Faculdade de Direito de São Bernardo do Campo. ANNIBAL RIBEIRO LIMA, CEO, SAPEG Solid Adm. Patrimônio e Estratégia de Gestão (Brazil) Mr. Lima is CEO at SAPEG, developing projects of, Investments, Management and Governance, for 20 years. Graduated and Post Graduated in Business Administration at Fundação Getulio Vargas SP, Asset Manager and Investiment Consultant, authorized and registered at CVM (Securities Comission), Board Director certified at IBGC. Mr. Lima is also Board Member at Associação Civil ANIMA, Advisory Board Member at Arica Participações Ltda. and at Serca Agropecuária Ltda. He is Member of the IBGC Communication Commission, Member of ACI Audit Comittee Institute KPMG, Member of GEEF Family Business Study Group FGV. Former CFO at Energia Ad Agency. Former Investment Director at Banco Noroeste. Natália Zimmermann, Head of Wealth Planning, Santander Bank (Brazil) Natalia Zimmermann, lawyer, CFP, is member of the Ethics Committee of Brazilian Institute of Financial Professionals Certification (IBCPF), and has several specializations in inheritance & succession planning and tax law, besides extensive experience in Estate and Wealth Planning in the banking sector. During all her professional career, the main focus has been on the high net worth segment, being responsible for development and implementation of Wealth and Estate Planning strategies. Currently, she holds a superintendence position at Santander Private Banking, being responsible for the Wealth and Estate area.
9 Leona Forman, Founding President and Chairman of the Board of Brazil Foundation, Brazil Foundation (Brazil) Leona Forman is Founding President and Chairman of the Board of Brazil Foundation, a diaspora foundation bridging individuals and multinational corporations supporting social initiatives in disadvantaged communities throughout Brazil. Leona founded BrazilFoundation in Her journalism career includes reporting for Jornal do Brasil and O Globo and 20 years at the United Nations Department of Public Information: Head, NGO Section; Chief Information Officer, 1994 UN electoral mission in South Africa; Chief, UN Information Centers in 74 countries; Spokesperson, President UN General Assembly. Born in China, Leona grew up in Brazil; married to Shepard Forman, they have a daughter and a son. Claudio Mifano, Partner, Claritas Wealth Management (Brazil) Business administrator from Fundação Getúlio Vargas (FGV-SP) with a recent specialization in Tax and Succession planning. Investment Adviser certified by CVM; CFA (Chartered Financial Analyst) He began his career as a member of the management team of Macro funds of Claritas Investimentos in Later on, he joined the Macro Investment Committee of Claritas. He became a partner in 2007, having joined Claritas Wealth Management team as director in June 2009, and in 2014 was nominated the head of Wealth Management where he is also a President of the Wealth Management Committee. Fernando Muniz, Founding Partner, Muniz Family Offices (Brazil) Mr. Muniz is the managing principle at Muniz FO, a single family office and the managing partner at Dorr Consulting, where he s a member of the global structuring team, designing and implementing succession planning, asset protection strategies, pre immigration planning and efficient investment vehicles for HNW clients. Mr. Muniz was responsible for the asset management department at BI Group, manager of automated operations at Banif Securities Brokerage House and operational manager of the derivatives desk at Maxima Brokerage House. Linda Beidler-D Aguilar, Partner, GrahamThompson (Bahamas) Linda Beidler-D Aguilar joined GrahamThompson as a partner in January In her practice she specializes in the structuring and creation of investment funds for both institutional and private clients. She advises on corporate transactions, regulatory matters, securities law (including public and private offerings) and structured financing. Linda graduated from Georgetown University School of Foreign Service with a Bachelor of Science in Foreign Service, and obtained her law degree from the Georgetown University Law Center. She was called to the bar in the State of Illinois in Linda relocated to The Bahamas in Roberto Cintra, Fixed Income Application Specialist LATAM, Bloomberg (Brazil) Roberto Cintra is a Senior Fixed Income Specialist at Bloomberg. He has over 20 years experience in financial markets, especially in stocks, currencies, bonds, both capital and derivatives. He previously worked as a trader, head trader, portfolio manager, head portfolio manager and CIO. Before joining Bloomberg, he worked at Goldman Sachs Asset Management, Citigroup Asset Management, Western Asset and Bank of Boston. Roberto has a doctorate in aerospace and mechanical engineering, a master's degree in engineering and mechanical-aeronautical ITA, as well as a major in economics from FEA-USP. Roberto teaches quantitative finance-economy in master's degree at FGV / SP. Ciro Bussab, Fixed Income and Portfolio Specialist, Bloomberg (Brazil) Ciro Bussab is a senior specialist in Fixed Income and Portfolio at Bloomberg, where he has been working for 6 years covering South America. With 18 years of experience in the Capital Markets area of banks such as Sudameris, Banca Commerciale Italiana in Milan and ABN-Amro, he has structured innumerous operations in the financial market such as Eurobons, CP, EMTN, CLN using double taxation treaties and debentures. Ciro is graduated in Economy from Mackenzie and has a MBA from Western International University.
10 8:00 Registration & Welcome Coffee 9:00 Opening Remarks Kilby Browne, Head of Private Wealth Group, Markets Group (US) 9:05 Chairman s Welcome 9:10 Brazil Private Banking Overview An update on the Private Banking industry in Brazil, what are the current trends and what services and products are the clients of the leading Private Banks in Brazil interested in? Raimundo Martin, Managing Director, Mirabaud (Switzerland) Marcio Fujita, Head of Private Banking, Banco Votorantim (Brazil) Fernando Vallada, Head of Private Wealth, Goldman Sachs (Brazil) João Albino Winkelmann, Head of Private Banking, Bradesco (Brazil) Rodrigo Marcatti, Head of Private Bank, Banco Fator Private Bank (Brazil) 9:40 Bahamas for Financial Services A Panel of Expert Professionals and Practitioners will present on the latest developments as well as other dynamic aspects of the Bahamas regime for asset and wealth management, and the international business environment in this jurisdiction. Aliya Allen, CEO and Executive Director, Bahamas Financial Services Board (Bahamas) Linda Beidler-D Aguilar, Partner, GrahamThompson (Bahamas) 10:20 Global Asset Management Strategies Experts from the asset management field discuss about what asset classes and sectors are attracting the most interest from wealth mangers, family offices and private banks globally. Sylvio Castro, Chief Investment Officer, Credit Suisse Hedging-Griffo (Brazil) Cara Williams, Global Head of Wealth Management, Mercer (UK) Luciano Telo, Chief Investment Officer, Goldman Sachs (Brazil) Charles Ferraz, Chief Investment Officer, Itau Private Bank (Brazil) Monica Leopoldino, Head of Products, UBS Wealth Management (Brazil) Sylvio Heck, Portfolio Manager, Aguassanta Participacoes (Brazil) 10:50 Strategic Asset Allocation Strategic Asset Allocation do not provide a unique recipe for an optimal portfolio but a way to understand what it means having a long term investment horizon and, more importantly, the trade-off of risk and return. Ciro Bussab, Fixed Income and Portfolio Specialist, Bloomberg (Brazil) 11:00 Morning Networking Break hosted by 11:30 Luxembourg for International Banking and Wealth Management Europe's leading jurisdiction overviews opportunities and benefits for internationally orientated private clients to be present in Luxembourg. Francisco da Cunha, Director Cross-Border Tax, Deloitte (Brazil) Guilherme Bezerril, TEP Market Leader Brazil, SGG S.A. (Brazil) José da Silva, Head of Latin American Markets, BNP Paribas Wealth Management (Brazil) Stéphane Ries, Head of Institutions Desk - Group Business Development, KBL European Private Bankers S.A (Luxembourg)
11 12:00 Succession Planning and Fiduciary Aspects of Brazilian Law Legal experts discuss about how succession planning implicate fiduciary obligations for investment Advisers. Panelist: Renato Giovanini Filho, Partner, Giovanini Fº Advogados (Brazil) Natália Zimmermann, Head of Wealth Planning, Santander Bank (Brazil) Franco Gamba Ciravegna, Founder, Space Family Office (Brazil) Leonardo Wengrover, Founding Partner, W Advisors (Brazil) José Sergio Nogueira, Portfolio Manager, J Mendes Family Office (Brazil) Ricardo Uzal Garcia, CEO, JAG (Brazil) 12: 30 Wealth Protection Roundtable Tax, Trust and Estate Planning How can intermediaries in the legal, accounting, trust and estate planning world most effectively protect and preserve private wealth in Brazil? Silvia Fazio, Partner, Chadbourne & Parke LLP (Brazil) William Heuseler, Head of Wealth Planning, Itaú Private Bank (Brazil) Alexandre Delgado, Head of Wealth Management, SulAmerica/ING (Brazil) Ricardo Moraes, Partner, Head of Wealth Management, Grow Investimentos (Brazil) Fernando Muniz, Founding Partner, Muniz Family Offices (Brazil) Benjamin Reid, Head of Business Development Latin America, Maitland (UK) 1:00 Hedge Fund Investing During Periods of Uncertainty How are hedge fund managers offering investors risk protection and returns during these volatile times. Fabio Passos, Head of Asset Allocation, Credit Agricole (Brazil) Mauricio Bicalho, Partner, Triscorp Investimentos (Brazil) Mauro Sirotsky, Chief Financial Officer, RABR (Brazil) Claudio Mifano, Partner, Claritas Investimentos (Brazil) Mailson Hykavei, Senior Partner, FinPlan Gestão de Patrimônio (Brazil) Jagdeesh Prakasam, Co-Chief Investment Officer, Rotella Capital Management (U.S.) 1:30 Networking Lunch 2:30 Philanthropy in Brazil Philanthropy is becoming increasingly important for those serving wealth clients in Brazil. How can a more favorable legal and fiscal environment help to develop this concept in the country? Moderator Ricardo Henriques, Superintendent Executive, Instituto Unibanco (Brazil) Leona Forman, Chairman of the Board, Brazil Foundation (Brazil) Raquel Lordello Coimbra, Project Manager, IDIS (Brazil) Andre Degenszajn, Secretary-General, GIFE (Brazil) Celia Cruz, Executive Director, Instituto de Cidadania Empresarial (Brazil) Ariel Tomaspolski, Co-Founder, Juntos (Brazil) 3:15 Family Governance and Wealth Planning How to face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come. Moderator Roberto Cintra, Fixed Income Application Specialist LATAM, Bloomberg (Brazil) Antonio Azevedo, Partner, Modelar (Brazil) Luiz Lima, Chief Executive Officer, Berkana Patrimonio (Brazil) Joseana Amaral, Partner, Maximizar Gestao de Patrimonio (Brazil) Paulo Colaferro, Partner, Taler Empreendimentos (Brazil) Annibal Ribeiro Lima, Chief Executive Officer, SAPEG (Brazil)
12 3:45 Networking Break hosted by 4:15 Tax Domiciles Residency and Legal Issues Legal experts meet to discuss about tax issues related to residency and domicile. Tiago Marreiros Moreira, Head of Tax, Partner, VdA (Portugal) Pedro Romeiro, Founding Partner, Iris Investimentos (Brazil) Marcelo Vicentini, Head of Tax, Standard Chartered Bank (Brazil) Silvana Mesquita, AML Compliance & Onboarding Controls, BTG Pactual (Brazil) Emilio Soares, Partner, Naopin (Brazil) 4:45 Incorporating Structured Notes into a Portfolio Structured Products-Investing abroad-identifying new asset allocation opportunities to preserve and grow wealth through the use of structured products. Maria Helena Valio, Founding Partner, RVI Investimentos (Brazil) Rodrigo Eboli, Partner, Triar Gestao de Patrimonio (Brazil) Mauro Rached, Head of Wealth Management, BNP Paribas (Brazil) Daniel Pegorini, Partner, Valora Investimentos (Brazil) 5:15 Networking Cocktail 6:15 Close of Conference
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