FOW Trading Brazil


Hotel Unique, Sao Paulo, Brazil

05 Sep 2018


 

You are invited to...

 

New for 2018, we will launch a cross-asset trading event aimed at the South American market. Focused on Brazil, the event will build on FOW’s historical links with the local corporate community with Global Investor’s reach into the asset management market. The event will bring together figures from the international, local and regional markets.


If you have any questions about the event please contact Valerija Slavina valerija.slavina@globalinvestorgroup.com
To discuss sponsorship options please email Zara Mahmud at zara.mahmud@globalinvestorgroup.com

Agenda


 

8:00 Registration, breakfast and networking

9:00 Welcome Address
Louisa Chender,
Derivatives Editor, Global Investor Group

 

9:10 Keynote Speech TBA
Gilson Finkelsztain, CEO, B3 

 

9:40 How are the 2018 Presidential Elections impacting the local market?


With key elections in October, by September the chorus of political rhetoric will be reaching fever pitch in Brazil. As the country faces a stark choice of economic paths, volatility is likely to build ahead of the vote. This panel will look at the choices facing the electorate and ask what it means for the Brazilian markets in the short and long term.

 
- What are the latest views on the 2018 election?
- How will the choice impact the derivatives markets?
- What instruments are investors using to position themselves ahead of the vote?

Moderator TBA

Speakers:
Carlos Woelz,Director, Kapitalo Investimentos 
Zeina Latif, Chief Economist, XP Investimentos 
Fabio Okumura, Founding Partner, CSHG Gauss
Frederico Sampaio,
CIO, Franklin Templeton

10:20 Coffee break

10:45 Boosting returns in an age of falling interest rates


Brazil has experienced one of the most dramatic falls in interest rates in the modern era over the past two years. While lower rates boosts borrowing across the economy it puts pressures on funds looking to maintain returns and profitability at banks. This panel will look at the implications of falling rates on the buyside and banks and how firms can maintain returns using higher yield products.

 
- What impact are falling rates having on returns and profitability?
- What higher yield instruments are available and being used?
- How to effectively risk manage higher yield investments?

Moderator TBA

Speakers:
Eduardo Masson Martins, Finance and IR Director, EDP Brasil 
Jose Roberto Lettiere, Former CFO & IRO,  Natura&Co 
Cid Maciel de Oliveira, Founding Partner and MD, Ville Consultoria e Participações
Luiz Portella,
Asset Management, Banco Modal

 

11:30 Presentation: Optiver

 

12:15 The international view: what’s hot in the global derivatives market?


In an increasingly global marketplace it is essential to know what is happening across the world. From new products to evolving trends this panel will bring together a group of international experts to give their views on where they see the opportunity globally today. Exact topics for this panel will be finalised once speakers are confirmed.

 Moderator: Juca Andrade,  Chief Product and Client Officer,  B3 – Brazilian Exchange and OTC

Speakers:
James Egan,
Chief Commercial Officer, ABN Amro  
Thomas Besselink,
Trading Lead, IMC
Senior Representative from Optiver

 

13:00 Lunch

14:00 The trends of the Brazilian equity market


Asset managers, hedge funds and corporates are taking greater responsibilities for their operations, technology investment and hedging strategies. Once more passive in the markets, they are now shaping future developments like never before. This panel will explore the trend and ask what more the market could be doing to increase participation.
 
- How are buyside firms changing how they interact with the derivatives market?
- What local initiatives are growing buyside participation in the local market?
- Where is the opportunity for hedge funds and asset managers today?

Moderator : Mauro Oliveira, MD, Credit Suisse 

Speakers:
Marcio Caires, Head of Derivatives, Itau Securities
Victor Alge, Head of Derivatives Sales and Swaps for Latam, B
AML
Senior Representative from Optiver

 

14:50 TED Talk/ Presentation 
Bluford Putnam,
Chief Economist, CME Group

15:05 Regulation corner: presentations on the regulatory strategy in Brazil


 

  • The local regulatory framework
  • Brazilian Regulation for Nonresident Investors
  • Upcoming reforms in the Brazilian market

Presenter:
André Haui,
Advisor, Minsitry of Finance 
Daniel Maeda,
Director, Supervision of Institutional Investors, CVM

 

15:50 Networking drinks reception

 

 

 

Programação


 

8:00 Inscrições, café da manhã e networking

 

9:00 Boas-vindas
Louisa Chender,
Derivatives Editor, Global Investor Group

 

9:10 Discurso de abertura 
Gilson Finkelsztain,
CEO, B3

 

9:40 Como as eleições presidenciais de 2018 estão impactando o mercado local?


Com as eleições em outubro, no mês de setembro, a retórica política atingirá uma febre no Brasil. Como o país enfrenta uma dura escolha de caminhos econômicos, é provável que a volatilidade cresça antes da votação. Este painel examinará as escolhas do eleitorado e perguntará o que isso significa para os mercados brasileiros a curto e a longo prazo.

– Quais são os últimos pontos de vista sobre a eleição de 2018?
- Como a escolha afetará os mercados de derivativos?
- Que instrumentos os investidores estão usando para se posicionarem à frente antes a votação?

Moderador TBA

Oradores:
Carlos Woelz, Director, Kapitalo Investimentos
Zeina Latif, Chief Economist, XP Investimentos
Fabio Okumura, Founding Partner, CSHG Gauss
Frederico Sampaio,
CIO, Franklin Templeton

 

10:20 Coffee Break

 

10:45 Impulsionar retornos em uma época de queda das taxas de juros


O Brasil experienciou uma das mais dramáticas quedas nas taxas de juros na era moderna nos últimos dois anos. Enquanto as taxas mais baixas impulsionam os empréstimos em toda a economia, colocam pressões sobre os fundos que buscam manter retornos e rentabilidade nos bancos. Este painel examinará as implicações da queda das taxas no buyside e bancos e como as empresas podem manter retornos usando produtos de maior rendimento.

- Que impacto as taxas de queda tem nos retornos e na lucratividade?
- Quais instrumentos de maior rendimento estão disponíveis e sendo usados?
- Como efetivamente arriscar gerenciar investimentos de maior rendimento?

Moderador TBA

Oradores:
Eduardo Masson Martins, Finance and IR Director, EDP Brasil
Jose Roberto Lettiere, Former CFO & IRO, Natura&Co
Cid Maciel de Oliveira, Founding Partner and MD, Ville Consultoria e Participações
Luiz Portella,
Asset Management, Banco Modal

 


11:30 - Apresentação: Optiver

 

 

12:15 A visão internacional: o que está em alta no mercado global de derivativos?


Em um mercado cada vez mais global, é essencial saber o que está acontecendo no mundo. De novos produtos a tendências em evolução, este painel reunirá um grupo de especialistas internacionais para dar suas opiniões sobre onde eles veem a oportunidade globalmente hoje. Os tópicos exatos deste painel serão finalizados assim que os painelistas forem confirmados.

Moderador:
Juca Andrade, Chief Product and Client Officer, B3 -Brazilian Exchange and OTC

Oradores:
James Egan, Chief Commercial Officer, ABN Amro
Thomas Besselink, Trading Lead, IMC
Representante Sênior da Optiver

 

13:00 Almoço

 

14:00 As tendências do mercado acionário


Gerentes de ativos, fundos de investimento e empresas estão assumindo maiores responsabilidades por suas operações, investimento em tecnologia e estratégias de hedging. Mais uma vez passiva nos mercados, eles agora estão moldando desenvolvimentos futuros como nunca antes. Este painel irá explorar a tendência e perguntar o que mais o mercado poderia estar fazendo para aumentar a participação.

– Como as empresas de buyside estão mudando sua interação com o mercado de derivativos?
– Que iniciativas locais está aumentando a participação do buyside no mercado local?
– Onde está a oportunidade para os fundos de investimento e gestores de ações hoje?

Moderador: 
Mauro Oliveira,
MD, Credit Suisse 

Oradores:

Marcio Caires, Head of Derivatives, Itaú Securities
Victor Alge, Head of Derivatives Sales and Swaps for Latam, BAML
Representante Sênior da Optiver

 

14:50 TED Discussão / Apresentação

Bluford Putnam, Chief Economist, CME Group

 

 

15:05 Canto da regulamentação: Apresentações sobre a estratégia regulatória no Brasil


 

• O quadro regulatório local
• Regulamento Brasileiro para Investidores Não Residentes
• Próximas reformas no mercado brasileiro

Apresentadores: 
André Haui, Advisor, Minsitry of Finance 
Daniel Maeda, Director, Supervision of Institutional Investors, CVM

 


15:50 Recepção para networking e bebidas

Speakers


 

 

Juca Andrade,  Chief Product and Client Officer,  B3 – Brazilian Exchange and OTC
Thomas Besselink, Trading Lead, IMC
Marcio Caires, Head of Derivatives, Itau Securities
Louisa Chender, Editor, Global Investor Group
Cid Maciel de Oliveira, Founding Partner and Managing Director, Ville Consultoria e Participações
James Egan, Chief Commercial Officer, ABN Amro Clearing
André Haui,
Advisor, Minsitry of Finance
Zeina Latif, Chief Economist, XP Investimentos
Jose Roberto Lettiere, Former CFO & IRO, Nature & Co
Daniel Maeda,
Director, Supervision of Institutional Investors, CVM
Eduardo Masson Martins, Finance and IR Director, EDP Brasil
Fabio Okumura, Founding Partner, CSHG Gauss
Bluford Putnam, Chief Economist, CME
Frederico Sampaio,
CIO, Franklin Templeton
Carlos Woelz, Director, Kapitalo Investimentos
Senior representative Optiver

 

 

Event Co-host


 

B3 – Brazilian Exchange and OTC

 

 

B3 is one of the world’s largest financial market infrastructure providers by market value. The services it offers range from exchange trading, clearing,depository, trade repositoryand other post-trade services to registration of over-the-counter (OTC) transactions and of vehicle and real estate loans. We are committed to Brazil, our clients, and constant development of the financial and capital markets.

 

 Platinum Sponsor


 

 

Optiver

 



Over 30 years ago, Optiver started as a single trader on the floor of Amsterdam’s European Options Exchange. Today, we are a leading global electronic market maker
focused on pricing, execution and risk management. With a dedicated team of traders we entered the Brazilian market and after 8 years remain the #1 options market maker on B3. Consistent, competitive and fair prices – that’s what we stand for. Our independence allows us to objectively meet the liquidity needs of institutional investors in a rapidly changing financial landscape and has made Optiver a counterparty of choice. By combining sophisticated technology and a thorough understanding of the financial markets, we offer tight spreads and have the capacity for large block-size trades in a wide range of financial products around the world, even under the

most difficult market conditions.

True to our principles, Optiver charges zero commissions – what you see is what you get. www.optiver.com  

 

 

Gold Sponsor


 

 

 

ABN AMRO

 

 

 

About ABN AMRO Clearing
ABN AMRO Clearing is one of the world’s leading providers of clearing and financing services for listed derivatives and cash securities, OTC products, warrants,
commodities and FX. With 11 offices globally employing more than 800 staff, ABN AMRO Clearing services clients on 160+ exchanges, MTFs and FX liquidity centres and
consistently ranks as a top 3 clearer in most time zones.  We consistently post over 20% market share of transactions cleared on most relevant derivatives exchanges globally.
ABN AMRO Clearing offers an integrated approach to global transaction processing, financial logistics and risk management and processes over 16 million trades per day. 
ABN AMRO Clearing received the FOW Award as the ‘Proprietary Traders’ Clearing Firm of the Year’ (Dec 2013, 2014, 2015, 2016,2017)
For more information: www.abnamroclearing.com

 

 

 

 

CME GROUP

 

 

 

 

 

Media Partner


 

 

Acionista

 

 

 

 

 It has been active since 2000 as a source of news, information and events in the economic and financial markets.
Contact us: (55) (51) 3378 8720, acionista@acionista.com.br or www.acionista.com.br

 

APIMEC Sao Paulo

 

 

 

 

A APIMEC SP - Associação dos Analistas e Profissionais de Investimento do Mercado de Capitais – Regional São Paulo é uma entidade de pessoas físicas, com fins técnicos, culturais e não lucrativos. Criada em 1971, a APIMEC SP é uma das seis regionais da APIMEC Nacional. Tem como objetivo central estimular e apoiar qualquer tipo de ação que fomente os mercados financeiro e de capitais brasileiros. Dentre as atividades da Associação destacamos: Reuniões com empresas; Seminários, painéis setoriais e temáticos e mesas-redondas; Visitas aos parques fabris; Reuniões de Comissões Técnicas; Curso de Introdução ao Mercado de Capitais; Cursos de Qualificação e Preparatórios para a Certificação. Também realiza interface entre entidades do mercado financeiro e de capitais, órgãos fiscalizadores, poderes executivo e legislativo, imprensa e profissionais de investimentos, participando de diversos fóruns de discussão em outras entidades, no Brasil e no exterior.


www.apimecsp.com.br

 

 

 Broadcast+

 

 

 

 

Agência Estado is the leading real time news and market data vendor focused on the Brazilian financial market. The company has more than 10,000 end users, active in the financial, corporate, agribusiness and political segments, with over 90 specialized journalists fully available and the time-honored credibility of Grupo Estado (O Estado de S. Paulo newspaper), one of Brazil’s most important news outlets. The main product Broadcast+ is a complete, market-leading solution for the local financial market, with real-time information and analytical tools for monitoring stocks, finding opportunities and making investment decisions

www.broadcast.com.br

 

 

 

Venue


Avenida Brigadeiro Luis Antônio,
4700, Sao Paulo, SP, 01402-002,
Brazil