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7/5/2016 - 7/8/2016
International Investor Mission to Brazil
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Rio de Janeiro and São Paulo
The Investor Mission is aimed at qualified international investors* that have an interest in seeing for themselves what is the current investment scenario in Brazil. The program provides closed-door meetings with the country´s principal leaders in the industry, participation in ABVCAP`s Annual Conference and the LP-only morning, and private meetings with fund managers and companies. To know more please contact Robert Linton. AGENDA – DAY 1 (Tuesday, July 5th ) 12:00 Keynote Luncheon
Brazil Today and Tomorrow: An Overview of the Brazilian Political and Economic Scenarios
Now and the Perspectives for the Future
As the dessert is served participating
Limited Partners will hear from Paulo Guedes on his views of Brazil´s position
today in terms of politics and economics and his perspectives for the future. 13:30 Snapshot: The Brazilian Private Equity and Venture Capital
Industry An overview of the Brazilian
asset class including comparative data on past years´ fundraising, investment,
divestment and sectors.
14:10 Key Issues for Investing in Brazil´s Private Equity and Venture
Capital Legal considerations for
investments, due diligence, valuation and other specifics on PEVC deals in
Brazil. Experts will be available for open-mic questions. 14:30 The PE Perspective Fund
managers will share their views on investing in private equity and venture
deals today in Brazil, on the impact that FX and the current macro scenario has
had on returns, valuation and selection of companies and perspectives for the
long-term investor. 15:30 Coffee Break 16:00 Sector Roundtable: Infrastructure A fund
manager with their invested companies and Limited Partner will share their
knowledge on infrastructure, its main challenges and opportunities.
16:30 The VC Perspective
Recently
IBGE, the Brazilian Research and Statistics Agency, confirmed what several
local VCs have been predicting, the Internet access of Brazilians is mainly
mobile. In this session, GPs will share their views on venture capital deals,
sectors that haven remained attractive in spite of the crisis and the needs
technology has and will continue to cover in the future. 17:10 Fund
Manager Showcase A brief
presentation of fund managers with new products in the market.
18:30 Welcome Dinner ABVCAP
will host a special dinner to, formally, welcome international LPs and partners
attending the conference. AGENDA – DAY 2 (Wednesday, July 6th) LP-Only Morning
07:30 Welcome Coffee 08:00 Welcome Remarks 08:10 Data Presentation: The Global and Local LP
Perspectives on Investments in PEVC in Brazil
Experts will present the results of the survey
conducted by ABVCAP on global and local LP views on investments in PEVC in
Brazil today and their perspectives for the future 09:00 The Debate: Brazi Rewired: Navigating
Turbulent Waves in private Equity
What is the impact of the current global and local
economic crisis on Brazil? What is the main pressure for
liquidity among investors? Confidentiality – is there a
limitation for the development of the secondaries market in Brazil? What are the immediate and
medium-term changes in the relationship between GPs and LPs in regards to
governance, due diligence and reports? 10:00 Fund
Portfolio Management in Adverse Moments Perspectives
from seasoned, global institutional investors about the challenges and
opportunities of PE investments during good and bad times. 11:00 Adjournment ABVCAP 2016 Conference 12:00 Welcome
Lunch 13:30 Opening
Remarks 13:50 Session
1: Brazil Rewired 14:30 Session 2: Data: The evolution of the
Brazilian PEVC industry, its position in the regional scenario and the perspectives
of Global and Local Investors 15:20 Keynote: The Global PE Barometer Frank Morgan, President, Coller Capital 15:50 Coffee Break 16:00 Session 4: Fundraising: Brazil Still a Key
Market for Long-term PE Investors 17:00 Session
5: Why PE Makes a Difference? Successful PE-backed companies will share their views on
the differential a GP can bring to business 17:50 The
Press Awards and the Presentation of ABVCAP´s New Board of Directors 19:00 Cocktail 20:00 Adjournment AGENDA – DAY 3 (Thursday, July 7th) ABVCAP 2016 Conference
08:00 Welcome Coffee 08:30 Session6:
The Venture Forum This session
presents innovative companies with high potential of expansion in search of
PEVC resources 10:00 Session
7: Strategic Management and Governance This session
will bring experts to share their insights on how the industry of PEVC has
helped companies with their governance and management and the importance of it
to investors. 10:30 Networking
break 11:00 Session
8: All Eyes on Brazil: The Perspective of Global Fund Managers Global fund
managers active in Brazil will share their views on Brazil and the country´s
position in their global portfolios 11:50 Session
9: Distressed Investing: Risks and Opportunities for the Brazilian Market The session
will bring experts in global distressed investing to share their experiences
and identify potential opportunities and risks for the Brazilian market 12:30 Session
10: PEVC Education: Building Talent for the Future This session
will address current initiatives in place to qualify professionals as well as
the experience of developed markets in building excellence for their industries 13:00 Networking
Lunch 14:00 Session 11: Investing in a Changing
Environment: Sectors that Remain Attractive in Spite Market Oscilation Fund managers will share their views on what
markets have remained strong in spite and will continue to grow in the
long-term. 15:00 Session 12: The Brazilian Securities
Exchange Commission and the Brazilian PEVC Industry CVM, the Brazilian version of the Securities
and Exchange Commission will share their ongoing work and updates in the
regulations of locally-structured funds. 15:40 Networking Break 16:10 Session 13: What 2017 Brings? A
Macroeconomic Thermometer on Brazil´s Future
A team of three top economists will share their views on
what is ahead for Brazil. 17:00 Session 14: Secondaries: An Expanding
Market in Brazil
In the past years secondary deals have become more and
more popular within the local PEVC community.
Experts will share their views on the current scenario and perspectives
for the long-term. 17:40 Closing Keynote 18:30 Adjournment AGENDA – DAY 4 (Friday, July 8th) LP-GP Private Meetings
This is a closed-door session
aimed at facilitating one-on-one meetings between Limited Partners and local
fund managers at one place to reduce cost and time to move from one office to
the other. Interested LPs will be identify the GPs, which they want to have
closed-door meetings. The coordination is done by ABVCAP`s team. The meetings
run from 40-60 minutes.
09:00 Welcome Coffee 09:30 Meeting
1 10:30 Meeting
2 11:30 Meeting
3 12:30 Meeting
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*Family offices, SWF, DFI, Fund of funds, Pension funds, Foundations, Endowments, Insurance Cos, Investment Banks.
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