Inside LatAm 2020 - Brazil
Thursday, September 24, 2020
September
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Overview

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

08.00 Registration and Breakfast

08.45 Welcome Remarks

Luiz Tess, Representative Director, Commercial, Moody’s Investors Service

09.00 Global Drivers of Credit Risk

  • Growth, political risk and financial stability’s impact on credit risk in the near term
  • Responses to shifts in global trade, technology and ESG will determine future performance
  • Global environment’s effect on development strategies  
  • Brazil will face both challenges and opportunities

Gersan Zurita, Senior Vice President, Credit Strategy & Standards, Moody’s Investors Service

09.15 Brazil’s Credit Challenges: Reform Agenda and Medium-Term Growth Prospects

  • Overview of the government’s economic policy and reform agendas
  • How is the Brazilian economy doing? Pension reform update and 2019 projections
  • Medium-term baseline scenarios: 2020 and beyond  
  • Brazil’s growth quandary: what’s behind the low growth trap?

Samar Maziad, Vice President - Senior Analyst, Sovereign, Moody’s Investors Service

09.45 Challenges and Opportunities of the Banking System Transformation

  • Innovation and Competition
  • Profitability Dynamics  
  • Funding Alternatives

Celina Vansetti-Hutchins, Managing Director – Financial Institutions Group, Moody’s Investors Service

Ceres Lisboa, Senior Vice President – Financial Institutions Group, Moody’s Investors Service

João Manoel Pinho de Mello, Diretor de Organização do Sistema Financeiro e de Resolução, Banco Central do Brasil

10.30 Networking Break

11.00 Non-financial corporates: credit quality is holding, but where are the main risks?

  • Corporate credit quality in good shape after big adjustments
  • Persistent low growth and impacts to Brazil’s industrial sectors
  • M&A and consolidation: what’s next?
  • Global uncertainties and the difficulties in estimating commodity prices
  • ESG challenges faced by the mining industry

Marianna Waltz, Managing Director - Corporate Finance, Moody’s Investors Service

Barbara Mattos, CFA, Senior Vice President, Corporate Finance, Moody’s Investors Service

Marcos Schmidt, Vice President - Senior Credit Officer, Corporate Finance, Moody’s Investors Service

Erick Rodrigues, Vice President - Senior Analyst, Corporate Finance, Moody’s Investors Service

Carolina Chimenti, Assistant Vice President - Analyst, Corporate Finance, Moody’s Investors Service

11.45 Insights into infrastructure finance trends

  • Energy and Transportation sectors on top of government’s agenda
  • Outlook for investments in privatization and PPP project structures
  • Capacity and long term risk appetite of local private capital
  • Enabling foreign currency capital markets solutions

Cristiane Spercel, Vice President - Senior Analyst, Public Project & Infrastructure Finance, Moody’s Investors Service

Gabriel Esteca, Portfolio Manager, Santander Asset Management

Camila Abel Correia da Silva, Finance and Risk Director, AES Tietê

Joao Carneiro, Head of Energy and Infrastructure Finance, ING

12.30 Keynote presentation

Luiz Fernando Figueiredo, Founding Partner and CEO, Mauá Capital

1.00 Concluding Remarks

Luiz Tess, Representative Director, Commercial,Moody’s Investors Service

1.05 Conclusion

Agenda

08.00 Registration and Breakfast

08.45 Welcome Remarks

Luiz Tess, Representative Director, Commercial, Moody’s Investors Service

09.00 Global Drivers of Credit Risk

Gersan Zurita, Senior Vice President, Credit Strategy & Standards, Moody’s Investors Service

09.15 Brazil’s Credit Challenges: Reform Agenda and Medium-Term Growth Prospects

Samar Maziad, Vice President - Senior Analyst, Sovereign, Moody’s Investors Service

09.45 Challenges and Opportunities of the Banking System Transformation

Celina Vansetti-Hutchins, Managing Director – Financial Institutions Group, Moody’s Investors Service

Ceres Lisboa, Senior Vice President – Financial Institutions Group, Moody’s Investors Service

João Manoel Pinho de Mello, Diretor de Organização do Sistema Financeiro e de Resolução, Banco Central do Brasil

10.30 Networking Break

11.00 Non-financial corporates: credit quality is holding, but where are the main risks?

Marianna Waltz, Managing Director - Corporate Finance, Moody’s Investors Service

Barbara Mattos, CFA, Senior Vice President, Corporate Finance, Moody’s Investors Service

Marcos Schmidt, Vice President - Senior Credit Officer, Corporate Finance, Moody’s Investors Service

Erick Rodrigues, Vice President - Senior Analyst, Corporate Finance, Moody’s Investors Service

Carolina Chimenti, Assistant Vice President - Analyst, Corporate Finance, Moody’s Investors Service

11.45 Insights into infrastructure finance trends

Cristiane Spercel, Vice President - Senior Analyst, Public Project & Infrastructure Finance, Moody’s Investors Service

Gabriel Esteca, Portfolio Manager, Santander Asset Management

Camila Abel Correia da Silva, Finance and Risk Director, AES Tietê

Joao Carneiro, Head of Energy and Infrastructure Finance, ING

12.30 Keynote presentation

Luiz Fernando Figueiredo, Founding Partner and CEO, Mauá Capital

1.00 Concluding Remarks

Luiz Tess, Representative Director, Commercial,Moody’s Investors Service

1.05 Conclusion

Speakers

Camila Abel Correia da Silva
Finance and Risk Director

Guest Speaker

AES Tietê

Guest Speaker

AES Tietê

Finance and Risk Director
Camila Abel Correia da Silva
João Carneiro
Head of Energy and Infrastructure Finance

Guest Speaker

ING

Guest Speaker

ING

Head of Energy and Infrastructure Finance
João Carneiro
Gabriel Esteca
Portfolio Manager

Guest Speaker

Santander Asset Management

Guest Speaker

Santander Asset Management

Portfolio Manager
Gabriel Esteca
João Manoel Pinho de Mello
Diretor de Organização do Sistema Financeiro e de Resolução

Guest Speaker

Banco Central do Brasil

Guest Speaker

Banco Central do Brasil

Diretor de Organização do Sistema Financeiro e de Resolução
João Manoel Pinho de Mello

Moody's Speakers

Luiz Tess
Representative Director, Commercial

Moody's Investors Service

Moody's Investors Service

Representative Director, Commercial
Luiz Tess
Gersan Zurita
Senior Vice President - Credit Strategy & Standards

Moody's Investors Service

Moody's Investors Service

Senior Vice President - Credit Strategy & Standards
Gersan Zurita
Samar Maziad
Vice President - Senior Analyst, Sovereign

Moody's Investors Service

Moody's Investors Service

Vice President - Senior Analyst, Sovereign
Samar Maziad
Cristiane Spercel
Vice President - Senior Analyst, Public Project & Infrastructure Finance

Moody's Investors Service

Moody's Investors Service

Vice President - Senior Analyst, Public Project & Infrastructure Finance
Cristiane Spercel
Celina Vansetti - Hutchins
Managing Director
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Managing Director
Celina Vansetti - Hutchins
Ceres Lisboa
Vice President, Financial Institutions Group
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Vice President, Financial Institutions Group
Ceres Lisboa
Marianna Waltz
Managing Director
Corporate Finance

Moody's Investors Service

Moody's Investors Service

Corporate Finance
Managing Director
Marianna Waltz
Barbara Mattos
Senior Vice President, Corporate Finance Group

Moody's Investors Service

Moody's Investors Service

Senior Vice President, Corporate Finance Group
Barbara Mattos
Marcos Schmidt
Vice President - Senior Credit Officer

Moody's Investors Service

Moody's Investors Service

Vice President - Senior Credit Officer
Marcos Schmidt
Erick Rodrigues
Vice President - Senior Analyst

Moody's Investors Service

Moody's Investors Service

Vice President - Senior Analyst
Erick Rodrigues
Carolina Chimenti
Assistant Vice President

Moody's Investors Service

Moody's Investors Service

Assistant Vice President
Carolina Chimenti

Should you have any questions, please email Mirley Ribas.