CFA Chicago Annual Conference 2015: Emerging Opportunities in Latin America (Ended)
Date, Time, and Location:
Thursday, May 07, 2015 (add this event to your Outlook Calendar)
8:00 am - 6:00 pm
Chicago Marriott Downtown Magnificent Mile, 540 North Michigan Avenue, Driveway Entrance on 541 North Rush Street Chicago, IL 60611 (Driving Directions)
Latin America represents an increasingly important economic region in the world. By 2020, the IMF predicts that Brazil and Mexico will rank among the top ten GDP countries globally. The abundance of natural resources, growing and more educated populations with rising incomes, and capital market reforms in several countries, create potentially fertile areas for long-term investing opportunities. These emerging opportunities are in part evidenced by record high rates of foreign direct investment across Latin America by a broad cross section of global investors. We are bringing together a unique mix of asset owners, investors, corporations, and public sector officials to provide investment insights and networking opportunities.
- Ernesto Zedillo - President of Mexico (1994-2000), Director of the Yale Center for the Study of Globalization
- Luis Miguel Castilla - Peruvian Ambassador to the United States
- Elizabeth Bell - Investment Manager, Aberdeen Asset Management
- Juan Bosch - Senior Investment Strategist and Independent Director of Compass Group Holdings
- Ned Burmeister - SVP & COO, Principal International
- Ignacio Campos - Director of Strategy & Business Development, Fortune Brands
- Anil G. D'Souza - Corporate Vice President-Japan and Emerging Markets, Hospira, lnc.
- Christopher Garman - Head of EM Research, Latin America, Eurasia Group
- Dan Kastholm, CFA - Managing Director, Latin America Corporate Finance, FitchRatings
- Manuel E. Mejía-Aoun - Founder, Alpha4x Asset Management
- John A. Naoum - Sr. Marketing Manager, Global Business Development, Brinker International
- Lucas Ramirez, CFA - Head of Research, Sura Asset Management
- Michael Reynal - Senior Portfolio Manager, Head of Emerging Markets; RS Investments
- Dave Riesmeyer - Executive Vice President, Panasonic Lighting Americas, Inc
- Uwe Schillhorn, CFA - Head of Emerging Market Debt, UBS
- Raman Aylur Subramanian, CFA - Managing Director & Head of Index Applied Research for the Americas, MSCI
Session 1: The Politics of Economic Reforms
Christopher Garman - Head of EM Research, Latin America, Eurasia Group
Chris Garman of Eurasia Group will provide an overview of broad economic reforms and political trends in Latin America and how these dovetail with the economic and political cycle. He will also provide insights into specific reforms in several countries.
Session 2: Navigating Business Challenges in Latin America
Panelists: Anil G. D'Souza - Corporate Vice President-Japan and Emerging Markets, Hospira, Inc.; Dave Riesmeyer - Executive Vice President, Panasonic Lighting Americas, Inc.; John A. Naoum - Sr. Marketing Manager, Global Business Development, Brinker International
Moderator: Ignacio Campos - Director of Strategy & Business Development, Fortune Brands
A booming middle class, abundant natural resources and open trade policies are just some of the reasons Latin America continues to attract significant investment by large multi-nationals companies. Despite these advantages, conducting business in Latin America continues to be challenging. Stagnant economic growth, high inflation, unpredictable state interventionism, sub-standard infrastructure and skills shortages represent just a few of the operating challenges companies in the region experience. Panelists will discuss the opportunities and challenges of doing business in this important region.
Session 3: Asset Managers in Latin America – Current Opportunities & Challenges
Panelists: Ned Burmeister - SVP & COO, Principal International; Lucas Ramirez, CFA - Head of Research, Sura Asset Management; Manuel E. Mejía-Aoun - Founder, Managing Partner, and Chief Investment Officer of Alpha4x Asset Management
Moderator: Raman Aylur Subramanian, CFA - Managing Director & Head of Index Applied Research for the Americas, MSCI
Gather valuable insights from senior executives of three of the world's largest and most sophisticated asset managers. Learn about trends that impact their markets and the opportunities and challenges these managers face as they grow and expand in Latin America.
Session 4: Investment Opportunities & Risks in Latin America
Panelists: Elizabeth Bell - Investment Manager, Aberdeen Asset Management; Juan Bosch - Senior Investment Strategist and Independent Director of Compass Group Holdings; Michael Reynal - Senior Portfolio Manager, Head of Emerging Markets; RS Investments; Uwe Schillhorn, CFA - Head of Emerging Market Debt, UBS
Moderator: Dan Kastholm, CFA - Managing Director, Latin America Corporate Finance, FitchRatings
This session takes a broad look at current market conditions and future investment opportunities and risks across a variety of sectors and asset classes in Latin America including, emerging market debt, real estate, infrastructure, and equities.
Resources and Related Materials
Partner Organization: Association of Latino Professionals For America, FPA of Illinois
Reserved VIP tables (10 guests) or Sponsorship Packages Available. Contact Kim Augustyn at firstname.lastname@example.org.
(member pricing underwritten by CFA Chicago)
Menu: Vegetarian meal available upon request
Attire: Business Casual
Hosted by: Education Advisory Group
Registration: Online below
8:00am - 8:30am: Registration/Continental Breakfast
8:30am - 8:45am: Welcome
8:45am - 9:45am: Session 1: The Politics of Economic Reforms
9:45am - 10:00am: Networking Break
10:00am - 11:15am: Session 2: Navigating Business Challenges in Latin America
11:15am - 12:45pm: Luncheon Keynote - (Castilla)
12:45pm - 1:00pm: Networking Break
1:00pm - 2:15pm: Session 3: Asset Managers Active in Latin America
2:15pm - 2:30pm: Networking Break
2:30pm - 4:00pm: Session 4: Investment Opportunities & Risks in Latin America
4:00pm - 5:00pm: Closing Keynote - (Zedillo)
5:00pm - 6:00pm: Cocktail Reception
Thank you to our sponsors for their support of the Annual Conference:
Aberdeen Asset Management
Hotel: The CFA Chicago Conference room rates are $299 per night, available May 6-7 at Chicago Marriott Downtown Magnificent Mile. Rate available until April 16. Subject to availability. Hotel reservations (877) 303-0104 or online.
Valet Parking: $46
*Special Notes Regarding Fees:
Day-of-event registrations accepted on-site only if applicable and space available. No function tickets accepted. There is a $10 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, April 29.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
Eligible for 6 credit hours.
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.