ILPA-Cimarron Investor Delegation to Latin America 2015
BRAZIL – MEETING AGENDA
MONDAY FEBRUARY 2
Macro Environment
8:00 |
Breakfast with Keynote Address: Why Invest in the Brazilian Private Equity Industry
Henrique Meirelles, former Governor of the Central Bank and Senior Advisor to KKR |
9:30 |
Brazil’s Macroeconomic Outlook under new Administration
Octavio de Barros, Chief Economist, Bradesco |
10:15 |
Recent Developments and Trends in Brazil’s Capital Markets
Cristiana Pereira, Managing Director of Issuer Relations, BM&F Bovespa |
10:45 |
Break |
Investor Roundtable
11:00 - 2:00 |
LP-Only Roundtable Discussion and Lunch on Specific Aspects of PE Investing |
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Focus on Local Private Equity Industry
2:30 |
Data and Trends in the Brazilian Private Equity Industry
Fernando Borges, Managing Director, Carlyle and President, ABVCAP |
3:00 |
Fund Manager Panel: Venture Opportunities in Brazil
Nicolas Szekasy, Managing Director, Kaszek Ventures
Erik Asher, Monashees Capital
Anderson Thees, Redpoint e.ventures |
3:40 |
Fund Manager Panel: Middle Market and Growth Funds
Nicolas Wollack, Manaing Partner, Axxon Group
Luis Francisco Novelli, Founder and President, TMG Capital
Alvaro Goncalves, Stratus Investimentos |
4:20
4:40 |
Networking Coffee Break
Fund Manager Panel: Large Buyout Funds
Antonio Bonchristiano, Managing Director, GP Investimentos
Christopher Meyn, Managing Partner, Gavea Investimentos
Mario Spinola, Managing Partner, Victoria Capital Partners |
5:20 |
Fund Manager Panel: Infrastructure and Energy
Otavio Branco, P2 Infrastructure Fund
Gustavo Peixoto, Mantiq Investimentos
Eduardo Farhat, Darby Private Equity |
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6:00 |
Cocktail Reception
Sponsored by ABVCAP, the Brazilian Venture Capital and Private Equity Association |
TUESDAY FEBRUARY 3
8:30 |
Breakfast hosted by TozziniFreire Abvogados
Legal considerations in private equity investing in Brazil
Discussion of legal framework, tax issues, and other issues for investing in Mexican funds |
Private Meetings with Individual Fund Managers
9:15 |
Individual Meeting #1 |
10:00 |
Fund Manager Showcase
Quick 5-minute pitches from 7 Brazilian fund managers. |
10:45 |
Networking Coffee Break |
11:00 – 1:00 |
Individual Meetings with Local GPs #2, #3, and #4 |
Other Country Agendas
Mexico
Colombia
Program Overview