Moody's Inside LatAm Series brings over 2,000 leading market participants together in 8 countries across the region. Our events provide critical insights, from the prospects of the local markets to the impact of emerging global issues on credit risk.
<div class="style-guide-placeholder"><div class="custom-wrapper-alt latamblue"><div class="custom-container w-container"><h2 class="explore-heading alt latamblue">Why Attend?</h2><div class="custom-fa-wrapper"><div class="custom-item-holder latamblue"><div class="custom-icon-fa alt latamblue"><br></div><div class="custom-item-text-holder latamblue"><h1 class="custom-item-heading alt latamblue">Discover</h1><p class="custom-item-para alt latamblue">Discover fresh perspectives on the credit markets.</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa alt latamblue"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt latamblue">Analyze</h1><p class="custom-item-para alt latamblue">Analyze which trends will have the most significant impact in the year ahead.</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa alt latamblue"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt latamblue">Network</h1><p class="custom-item-para alt latamblue">Network with the top Moody's analysts and key market participants.</p></div></div></div></div></div></div>
Agenda
8.00 AM Registration and Coffee
8.30 AM Welcome Remarks
Renzo Barbieri O'Hara, Director Gerente General, Equilibrium
8.45 AM Bolivia’s Sovereign Credit Profile
Key drivers of Bolivia's rating
What credit challenges lie ahead?
William Foster, Vice President-Senior Credit Officer, Moody’s Investors Service
9.15 AM Outlook & Trends of the Bolivian Banking System
Overview of the Bolivian Financial System
Correlation of the results of the System with the economy growth and changes in the regulation
General Overview and main changes in the Bolivian regulation
Challenges of Local Capital Market Development
Moderator
Roxana Cornejo, Head of Corporate Analysis, Equilibrium
Speaker
Carola Blanco, Executive President, Panamerican Securities S.A. - Agencia de Bolsa
10.05 AM Networking Break
10.25 AM Performance of Mutual Funds in Bolivia
What do we take into consideration when we rate Mutual Funds?
Challenges and Perspectives of the Industry
Moody’s View on Latam Mutual Fund Industry
Moody´s Latam Regional View & Perspective
Latam Fintech impact in the regional MF industry
Jaime Tarazona, Associate Analyst, Equilibrium
Carlos de Nevares, Vice President - Senior Analyst, Financial Institutions Group, Moody’s Investors Service
10.50 AM Financial Institutions: Regional Overview
Regional Trends
Impact of economic growth expectations and political risks in the operating environment
Lending and funding prospects
Insurance penetration trends
Are Fintechs a threat for brick-and-mortar financial institutions?
Marcelo De Gruttola, Assistant Vice President-Analyst, Moody’s Investors Service
11.30 AM Concluding Remarks
Renzo Barbieri O'Hara, Director Gerente General, Equilibrium
11.35 AM Conclusion
Featured Speakers
Carola Blanco
CEO
Guest Speaker
Panamerican Securities S.A
Guest Speaker
Panamerican Securities S.A
CEO
Carola Blanco
MBA con más de 15 años de experiencia en el mercado de valores, ha liderado el área bursátil y de mercado de capitales del Grupo Panamerican desde 2008. Ha sido responsable del servicio de asesoramiento financiero y M&A, destacando su experiencia en evaluación y valoración de empresas, estructuración de transacciones y estructuración de emisiones públicas.
William (Bill) Foster is a Vice President-Senior Credit Officer in Moody’s Sovereign
Risk Group in New York, where he serves as lead analyst on the United States,
Canada, India, Kazakhstan, Sri Lanka and World Bank Group credits.
Bill joined Moody’s in August 2016, following 10 years at the U.S. Department of
the Treasury. He most recently served as Senior Advisor for International Financial
Markets based in New York, where he was the Office of International Affairs’ first
dedicated liaison to New York’s international financial community.
Carlos is an AVP Analyst for the Managed investments Group. He joined Moody´sin 2001. Until 2004 he worked as an AA insurance Analyst and then he became the Lead Analyst for Mutual Funds in Argentina and Bolivia. He is a highly experienced finance professional with broad knowledge in emerging market economics andbond fund analysis, with a focus on Latin America Financial Industry and with a high expertise in communicating market developments toregional clients. Carlos covers and manages Credit and market risk over 60 LatamAsset Managers; he is the Mutual Funds Analyst from Argentina, Brazil, Bolivia, & México and oversees the Management Quality assessment for over 25 Brazilian Fund Advisories.
Basado actualmente en Lima, es responsable de liderar el equipo que realiza seguimiento a los fondos abiertos de inversión de Perú y Bolivia, así como de administradoras de fondos de pensiones y cesantías en Panamá. Adicionalmente, se desempeña como Miembro Alterno de Comité de Clasificación y tiene a su cargo un portafolio de empresas vinculadas a los sectores de banca múltiple, energía, hidrocarburos y construcción.
Economista por la Universidad Católica del Perú, en donde realiza funciones de docencia.
Licenciada en Economía y Negocios Internacionales de la Universidad San Ignacio de Loyola (Lima, Perú). Master of Business Administration (EMBA) de la Escuela de Negocios de la Universidad Adolfo Ibañez (Miami / Chile). A la fecha soy Directora de Análisis Crediticio en Equilibrium Clasificadora de Riesgo, supervisando al equipo de analistas que ver operaciones en Perú, Bolivia y Panamá. Soy miembro titular del Comité de Clasificación para los tres países. Amplio conocimiento y capacidad de análisis de diversos sectores de la economía, incluyendo entidades financieras y fondos. Anteriormente me desempeñé como Jefe de Análisis Financiero en la misma clasificadora, habiendo estado a cargo de la supervisión del equipo de analistas que evaluaban empresas reguladas por la Superintendencia de Bancos, Seguros y AFPs en Perú, así como fondos mutuos y fondos de inversión. Inicié mi carrera en la Clasificadora en el 2007 como Analista. En total sumo más de 17 años de experiencia profesional.
