Brazil Conference 2018

Tuesday, September 25, 2018

September 2018

Conference

Brazil Conference 2018

Policy Outlook After the Elections

thursday, November 08, 2018
merchant taylors' hall, london

Brazil Conference 2018

Policy Outlook After the Elections
Tuesday, September 25, 2018
September 2018
Hotel Pullman São Paulo Vila Olímpia
São Paulo

Brazil Conference 2018

Policy Outlook After the Elections

Tuesday, September 25, 2018
September 2018
Hotel Pullman São Paulo Vila Olímpia
São Paulo

Brazil Conference 2018

Policy Outlook After the Elections

Tuesday, September 25, 2018
September 2018
Hotel Pullman São Paulo Vila Olímpia
São Paulo
São Paulo
São Paulo

Brazil Conference 2018

Policy Outlook After the Elections

Tuesday, September 25, 2018
September 2018
Hotel Pullman São Paulo Vila Olímpia
São Paulo

Brazil Conference 2018

Policy Outlook After the Elections

Tuesday, September 25, 2018
September 2018
Hotel Pullman São Paulo Vila Olímpia
São Paulo

Overview

Join policy leaders, industry heads, and senior Moody’s analysts from various ratings groups to learn about the trends and issues relevant to assessing what’s coming next.

As one of 7 events in the Inside LatAm Series, which brings over 2,000 leading market participants together across the region, the Moody's Brazil Conference provides an opportunity to understand the major drivers impacting credit in key sectors.

Together, with industry experts, Moody’s lead analysts will provide insights into expected credit trends across banking, corporates and infrastructure, as well as the sovereign outlook.

Topics for discussion will include:

  • ‍Brazil Sovereign Credit Outlook
  • ‍Domestic Consumption amidst economic recovery and volatility
  • ‍Competitive Dynamics in a Low Interest Rate Environment and the Digital Transformation of the Banking Sector
  • ‍Outlook for infrastructure finance: the next wave of energy projects

Why Attend?

<div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bc9" class="custom-container w-container"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bca" class="custom-item-holder alt"><img src="https://uploads-ssl.webflow.com/59faed4401b9500001e97e74/5b0dc75ee143968d6a613a2c_discover3-white.png" data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcb" class="custom-item-icon alt"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcc" class="custom-item-text-holder"><h1 data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcd" data-w-text-holder="true" class="custom-item-heading alt white w-rte-editable">Discover</h1><p data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bcf" data-w-text-holder="true" class="custom-item-para alt white w-rte-editable">Discover fresh perspectives on the credit markets</p></div></div><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd1" class="custom-item-holder alt"><img src="https://uploads-ssl.webflow.com/59faed4401b9500001e97e74/5b0dc770683ddfbee666a4fb_Analyze%203-white.png" data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd2" class="custom-item-icon"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd3" class="custom-item-text-holder"><h1 data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd4" data-w-text-holder="true" class="custom-item-heading alt white w-rte-editable">Analyze</h1><p data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd6" data-w-text-holder="true" class="custom-item-para alt white w-rte-editable">Analyze which trends will have the most significant impact in the year ahead</p></div></div><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd8" class="custom-item-holder alt"><img src="https://uploads-ssl.webflow.com/59faed4401b9500001e97e74/5b0dc782683ddf22fc66a4ff_network3.png" data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bd9" class="custom-item-icon"><div data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bda" class="custom-item-text-holder"><h1 data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bdb" data-w-text-holder="true" class="custom-item-heading alt white w-rte-editable">Networking</h1><p data-w-id="9ae75690-8c63-1fb4-05ce-3d0f46591bdd" data-w-text-holder="true" class="custom-item-para alt white w-rte-editable">Network with the top Moody's analysts and key market participants.</p></div></div></div>

Agenda

8:30 AM     Registration and Breakfast

9:00 AM     Welcome Remarks

Luiz Tess, Representative Director, Moody’s Investors Service

9:15 AM   Sovereign Presentation: Political Risk

  • Sovereign credit challenges for the next administration
  • Fiscal outlook and prospects for pension reforms

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

9:45 AM   Domestic Consumption amidst economic recovery and volatility

  • How international volatility and the outcome ofpresidential elections affect domestic consumption and investment decisions
  • Political uncertainty and its impacts oninvestors’ portfolio allocation
  • Outlook for sectors driven by discretionary consumption:homebuilders, heavy construction, capital goods, airlines
  • Expectations on credit quality

Panelists

  • Alessandro Arlant, Credit Analyst, DahliaCapital
  • Marcelo Peixoto, Portfolio Manager, Santander Asset Management
  • Marcos Schmidt, Vice President – Senior Analyst, Moody´s Investors Service
  • ‍Carolina Chimenti, Assistant Vice President –Senior Analyst, Moody’s Investors Service

Moderator

  • ‍Marianna Waltz, Managing Director-CorporateFinance, Moody’s Investors Service

10:30 AM     Networking Break

10:45 AM    Competitive Dynamics in a Low Interest Rate Environment and the Digital Transformation of the                       Banking Sector

  • New credit growth cycle in a low interest rate environment
  • Competitive dynamics and role of new players

Panelists

  • João Manoel Pinho de Mello, Secretary for Productivity and Competition Advocacy (SEPRAC), Minister of Finance
  • Sergio Lulia Jacob, Executive Vice President, CFOfor Banco ABC Brasil
  • Ely Mizrahi, Assistant Vice President – Analyst, Moody’s Investors Service
  • Ceres Lisboa, Senior Vice President, Moody’s Investors Service

Moderator

Celina Vansetti-Hutchins, Managing Director, Moody’s Investors Service

11:30 AM     Outlook for infrastructure finance: the next wave of energy projects

  • Increasing competition in energy auctions
  • Financial alternatives for projects seeking financial closure
  • Depth of local capital markets to absorb upcoming issuances, as the BNDES shrinks
  • Mobilizing capital towards project risk: what is needed from investor’s point of view?

Panelists

  • Thiago Lopes da Silva, Financial Manager, ISA CTEEP
  • Wilson Chen, Vice-President, Project Finance,Banco Itau BBA
  • Marcelo Costa, Chief Financial Officer, Alupar
  • Fausto Filho, Partner, Fixed Income Portfolio Manager, XP Gestão de Recursos

Moderator

Bernardo Costa, Vice President - Senior Analyst, Moody’s Investors Service

12:15 PM     Concluding Remarks

Martin Fernandez-Romero, Managing Director-Regional Head Latin America, Moody's Investors Service

12:20 PM       Conclusion

Speakers

Moody's Speakers

Additional Information

Should you have any questions, please email Nicole Avellan.