LatAm Leaders in Investment

a global virtual summit

in support of UNICEF*

October 29-30, 2020

JOIN 300+ GLOBAL INVESTORS INCLUDING:

Fund Managers, Endowments, Pensions, Family Offices, Sovereigns, Insurance, Foundations, Hospitals, Consultants & OCIOs to discuss:

Investments

Global and LatAm Markets
Private and Public Opportunities
Credit and Distressed
Best Ideas

Macro & Policy
ESG
Venture/Growth

Leadership/Careers

CIO Perspectives
Career Development
Women in Investing
Fundraising & Investor Relations
Lessons Learned
Diversity & Inclusion

*UNICEF has agreed to be a beneficiary of this event.

70+ LPs from over 20 different countries

 
 

Speakers/Moderators

Martín Escobari
Co-President & Head of Latin America,
General Atlantic
New York, NY
United States
Orlando Bravo
Founder & Managing Partner, Thoma Bravo
San Francisco, CA
United States
 
Enrique Solórzano
CEO, SURA Asset Management
Mexico City
Mexico
Aldo Ferrini
CEO, AFP Integra
Lima
Peru
David M. Rubenstein
Co-Founder and Co-Executive Chairman, The Carlyle Group
Washington, D.C.
United States
Hernan Kazah
Co-Founder & Managing Partner, Kaszek Ventures
Buenos Aires
Argentina
María Fernanda Suárez
Former Minister of Energy, Former CIO of AFP Porvenir
Bogotá
Colombia
José E. Feliciano
Managing Partner & Co-Founder, Clearlake Capital Group
Santa Monica, CA
United States
Wolfgang Schwerdtle
Managing Director - Head of Brazil Office, GIC
Sao Paulo
Brazil
Patrice Etlin
Managing Partner, Advent International
Sao Paulo
Brazil
Tonatiuh Rodríguez
Managing Director of Pension & Insurance Division, Azteca Servicios Financieros
Mexico City
Mexico
Ana Marshall
CIO, William and Flora Hewlett Foundation
San Francisco, CA
United States
Juan Pablo Noziglia
CIO, AFP Profuturo
Lima
Peru
Gabriela Cohen
Head of International Private Equity and Private Debt, AFP Cuprum
Santiago
Chile
Paulina Yazigi
CIO, Nogaleda FO, Advisor to Financial Committee of Chilean Sovereign Wealth Fund
Santiago
Chile
Joaquín Cortez
President, Commission for Financial Market
Santiago
Chile
Paulo Passoni
Managing Investment Partner, SoftBank Group International
Miami, Florida
United States
Angela Hurtado
President,
JP Morgan Colombia
Bogotá
Colombia
Fernando Manrique
Head of Investments Public Markets Bottom-Up, AFP Integra
Lima
Peru
Ken Tidwell
Managing Partner, The Carlyle Group
Washington, D.C.
United States
Diego Syrowicz
Managing Director - Head of Hedge Funds, State Street Global Advisors
New York, NY
United States
Cristian Núñez
Deputy CIO, Penta Vida Insurance Co.
Santiago
Chile
Efrain Chavez
Portfolio Manager, INCA Investments
Miami, FL
United States
Roberto Melzi
CIO, Vicctus MFO
Lima
Peru
Alberto Camoes
Co-Founder, Stratus Group
Sao Paulo
Brazil
Juan Prieto
Head of Alternative Investments, 
Mutual of Omaha
Omaha, NE
United States
Guilherme Ghidetti
Portfolio Manager, Jera Capital
Sao Paulo
Brazil
Daniel Valdez
Portfolio Manager & Partner, MG Capital
Monterrey
Mexico
Bill Kelly 
CEO, CAIA Association
Amherst, MA
United States
James Broder 
Director - Global Capital Raising and IR, Starwood Capital Group
Greenwich, CT
United States
Rodrigo Gonzalez
CEO & Co-Founder, Colunquen Investment Office
Santiago
Chile
Fernando Pontaza
CIO, Invercorp International
Guatemala City
Guatemala
Jennifer McLeod Petrini
Regional Lead Latin America & Caribbean Private Equity, IFC
Washington, D.C.
United States
Eduardo della Maggiora
Founder & CEO, Burn to Give
Santiago
Chile
Jorge Sepúlveda
Head of Alternative Investments, AFP Planvital
Santiago
Chile
Oliver Gottschalg
Founder & Head of Research, PERACS
Paris
France
Ivonne Cuello
CEO, LAVCA
Washington, D.C.
United States
Arnaldo Ovalles
Senior Investment Analyst, Boys Town
Omaha, NE
United States
Roberta Goulart
Partner, Turim MFO
Rio de Janeiro
Brazil
Jerome Silvey
Vice Chairman, Starwood Capital Group
Miami, FL
United States
Eric Acher
Founding Partner, monashees
Sao Paulo
Brazil
Nicolas Poletti,
Partner, Fundamenta
Buenos Aires
Argentina
Michel Freund,
Operating Partner, Bain Capital
Sao Paulo
Brazil
Alejandro Hernandez
Portfolio Manager - External Partnerships, AIMCo
Edmonton
Canada
Diego Serebrisky
Managing Partner, Dalus Capital
Mexico City
Mexico
Joao Landau
Managing Partner, Vista Capital
Rio de Janeiro
Brazil
Nils Schulze-Halberg
Senior Principal, CPPIB
New York, NY
United States
Eduardo Cortina
President, AMEXCAP
Mexico City
Mexico
Josef Preschel
Founder & Managing Director, Peninsula Investments
Miami, FL
United States
Alex Rossi
Managing Partner, LIV Capital
Mexico City
Mexico
Dirk Donath
Managing Partner,
L Catterton
New York, NY
United States
Juan Luis Rivera
Partner, Moneda Asset Management
New York, NY
United States/
Santiago, Chile
Jose Sosa del Valle
Partner, Lexington Partners
Santiago
Chile
Sebastián Kanovich
CEO, dLocal
Montevideo
Uruguay
Dominic Garcia
CIO, New Mexico Public Employees Retirement Association
Santa Fe, NM
United States
Axel Christensen
Managing Director - Chief Investment Strategist for Latin America, BlackRock
Miami, FL
United States
Adolfo Babatz
Founder & CEO, Clip
Mexico City
Mexico
Andrés Meirovich
Managing Partner, Genesis Ventures
Santiago
Chile

Hosts

Host
Daniel Mueller
Partner & Head of Latin America, Alpine Capital Advisors
Santiago
Chile
Host
Les Baquiran
Founder, Alpine Capital Advisors
New York, NY
United States
Co-Host
Patricia Alejo
Portfolio Manager, Pontificia Universidad Javeriana
Bogotá
Colombia
Co-Host
Rodrigo Louro
Partner, Turim MFO
London
United Kingdom /
Rio de Janeiro
Brazil
Co-Host
Diego Grove
Head of Research, Megeve Investments
New York, NY
United States /
Santiago
Chile
Co-Host
Carlos Rangel
Director of Investments, Kellogg Foundation
Battle Creek, MI
United States
Co-Host
Juan Eduardo Fantini
Partner,  Colunquén Investment Office
Santiago
Chile
Co-Host
Arturo Hanono
Alternative Investments Advisor, Independent
Mexico City
Mexico

Preliminary Agenda (subject to change)

 

All times below are in Eastern Time
 

Day I

Session I:
8:30 am - 8:45 am - Welcome & Partner Introductions

Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)

8:45 am - 9:30 am - A Sweeping Tour of Latin America: Opportunities and Challenges Part I

Fernando Manrique, Head of Investments Public Markets Bottom-Up, AFP Integra (Lima, Peru)
João Landau, Managing Partner, Vista Capital (Rio de Janeiro, Brazil)
Efrain Chavez, Portfolio Manager, INCA Investments (Miami, FL, United States)

Axel Christensen, Chief Investment Strategist for Latin America, BlackRock (Miami, FL, United States)

9:30 am  - 10:00 am - Keynote on Leadership and Investments
Orlando Bravo, Founder & Managing Partner, Thoma Bravo (San Francisco, CA, United States)
Les Baquiran, Founder, Alpine Capital Advisors (New York, NY, United States)


10:00 am - 10:45 am - Keynote on Global Markets and Politics
David Rubenstein, Co-Founder, The Carlyle Group (Washington, D.C., United States)
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)


10:45 am - 11:15 am - LatAm Pension CEOs: Perspectives on Pension Policy & Investments
Enrique Solórzano, CEO, SURA Asset Management (Mexico City, Mexico)
Aldo Ferrini, CEO, AFP Integra (Lima, Peru)
Tonatiuh Rodríguez, Managing Director of Pension & Insurance Division, Azteca Servicios Financieros (Mexico City, Mexico)
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)


11:15 am - 11:45 am - Family Office Investing Amid Crisis & Opportunity Part I

Rodrigo Gonzalez, CEO & Co-Founder, Colunquén Investment Office (Santiago, Chile)
Daniel Valdez, Portfolio Manager & Partner, MG Capital (Monterrey, Mexico)
Rodrigo Louro, Partner, Turim MFO (London, United Kingdom / Rio de Janeiro, Brazil)


11:45 am - 12:15 pm - Transforming LatAm: What’s Next for the Region’s Biggest VCs

Eric Acher, Founding Partner, monashees (São Paulo, Brazil)
Diego Serebrisky, Managing Partner, Dalus Capital (Mexico City, Mexico)
Paulo Passoni, Managing Investment Partner, Softbank Group (Miami, FL, United States)
Carlos Rangel, Director of Investments, Kellogg Foundation (Battle Creek, MI, United States)

 
12:15 pm - 12:45 pm - Institutional LP Perspectives on Alternative Investments

Gabriela Cohen, Head of International Private Equity & Private Debt, AFP Cuprum (Santiago, Chile)
Jorge Sepúlveda, Head of Alternative Investments, AFP Planvital (Santiago, Chile)
Juan Prieto, Head of Alternative Investments, Mutual of Omaha (Omaha, NE, United States)
Bill Kelly, CEO, CAIA Association (Amherst, MA, United States)
 

Networking I:
12:45 pm - 1:15 pm
 

Session II:
1:15 pm - 1:30 pm - Housekeeping & Partner Introductions

Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
 

1:30 pm - 2:00 pm - Keynote from the World’s Largest Growth Equity Investor

Martín Escobari, Co-President, General Atlantic (New York, NY, United States)
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
 

2:00 pm - 2:30 pm - Reshaping Global and LatAm Real Estate

Jerome Silvey, Vice Chairman, Starwood Capital Group (New York, NY, United States)
Josef Preschel, Founder & Managing Director, Peninsula Investments (Miami, FL, United States)
Carlos Rangel, Director of Investments, Kellogg Foundation (Battle Creek, MI, United States)
 

2:30 pm - 3:00 pm - CIO Perspectives: Navigating the Unprecedented Part I

Ana Marshall, CIO, William and Flora Hewlett Foundation (San Francisco, CA, United States)
Juan Pablo Noziglia, CIO, AFP Profuturo (Lima, Peru)
Arturo Hanono, Alternative Investment Advisor, Independent (Mexico City, Mexico)
 

3:00 pm - 3:30 pm - Global Investors Experience and Outlook on LatAm

Wolfgang Schwerdtle, Managing Director – Head of Brazil Office, GIC (São Paulo, Brazil)
Jennifer McLeod Petrini, Regional Lead Latin America & Caribbean Private Equity, IFC (Washington, D.C., United States)
Michel Freund, Operating Partner, Bain Capital (São Paulo, Brazil)
Eduardo Cortina, President, AMEXCAP (Mexico City, Mexico)
 

3:30 pm - 4:00 pm - Fundraising in LatAm: Past, Present & Future

Ken Tidwell, Managing Director, The Carlyle Group (Washington D.C., United States)
James Broder, Director – Global Capital Raising and IR, Starwood Capital Group (Greenwich, CT, United States)
Jose Sosa del Valle, Partner, Lexington Partners (Santiago, Chile)
Les Baquiran, Founder, Alpine Capital Advisors (New York, NY, United States)

 
4:00 pm - 4:30 pm - Refining the Art of Manager Selection

Diego Syrowicz, Managing Director - Head of Hedge Funds, State Street Global Advisors (New York, NY, United States)
Alejandro Hernandez, Portfolio Manager – External Partnerships, AIMCo (Edmonton, Canada)
Arnaldo Ovalles, Senior Investment Analyst, Boys Town (Omaha, NE, United States)
Diego Grove, Head of Research, Megeve Investments (New York, NY, United States / Santiago, Chile)


4:30 pm - 4:45 pm - Fireside Chat with a Leader in Government and Investments

María Fernanda Suárez, Former Minister of Energy, Former CIO of AFP Porvenir (Bogotá, Colombia)
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
 

4:45 pm - 5:15 pm - Women in Investing & ESG: Where We Are, Where Are We Going?

Angela Hurtado, President, JP Morgan Colombia (Bogotá, Colombia)
Paulina Yazigi, CIO, Nogaleda FO, Advisor to Financial Committee of Chilean Sovereign Wealth Fund (Santiago, Chile)
Roberta Goulart, Partner, Turim MFO (Rio de Janeiro, Brazil)
Patricia Alejo, Portfolio Manager, Pontificia Universidad Javeriana (Bogotá, Colombia)
 

Networking II:
5:15 pm - 6:00 pm
 

Day II
 
Networking III:
8:15 am - 8:45 am
 

Session III:
8:45 am - 9:00 am - Welcome & Partner Introductions
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
 

9:00 am - 9:30 am - A Sweeping Tour of Latin America: Opportunities and Challenges Part II

Juan Luis Rivera, Partner, Moneda Asset Management (New York, NY, United States / Santiago, Chile) 
Nils Schulze-Halberg, Senior Principal, CPPIB (New York, NY, United States)
Nicolas Poletti, Partner, Fundamenta (Buenos Aires, Argentina)
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)

 
9:30 am - 10:00 am - Keynote: Perspectives From a LatAm Venture Pioneer

Hernán Kazah, Co-Founder & Managing Partner, Kaszek Ventures (Buenos Aires, Argentina)
Daniel Mueller, Partner & Head of Latin America, Alpine Capital Advisors (Santiago, Chile)
 

10:00 am - 10:30 am - Keynote: Lessons Learned From a Global Private Equity Leader

Patrice Etlin, Managing Partner, Advent International (São Paulo, Brazil)
Les Baquiran, Founder, Alpine Capital Advisors (New York, NY, United States)

 
10:30 am - 11:00 am - LatAm Private Equity: Perceptions & Realities

Alberto Camões, Co-Founder, Stratus Group (São Paulo, Brazil)
Alex Rossi, Managing Partner, LIV Capital (Mexico City, Mexico)
Dirk Donath, Managing Partner Latin America, L Catterton (New York, NY, United States)
Ivonne Cuello, CEO, LAVCA (Washington, D.C., United States)

 

11:00 am - 11:30 am - Family Office Investing Amid Crisis & Opportunity Part II

Roberto Melzi, CIO, Vicctus MFO (Lima, Peru)
Guilherme Ghidetti, Portfolio Manager, Jera Capital (São Paulo, Brazil)
Fernando Pontaza, CIO, Invercorp International (Guatemala City, Guatemala)
Juan Eduardo Fantini, Partner, Colunquén Investment Office (Santiago, Chile)

11:30 am - 12:00 pm - CIO Perspectives: Navigating the Unprecedented Part II

Dominic Garcia, CIO, New Mexico Public Employees Retirement Association (Sante Fe, NM, United States)
Cristián Núñez, Deputy CIO, Penta Vida Insurance Co. (Santiago, Chile)
Luis Perezcano, Senior Adviser, StepStone Group (Mexico City, Mexico)

 
12:00 pm - 12:30 pm - Perspectives from Leading LatAm Venture Founders

Sebastián Kanovich, Co-Founder & CEO, dLocal (Montevideo, Uruguay)
Eduardo della Maggiora, Founder & CEO, Burn to Give (Santiago, Chile)
Adolfo Babatz, Co-Founder & CEO, Clip (Mexico City, Mexico)
Andrés Meirovich, CEO, Genesis Ventures (Santiago, Chile)

 

12:30 pm - 1:00 pm - Closing Keynote: On Investing and Leadership
José E. Feliciano, Managing Partner & Co-Founder, Clearlake Capital Group (Santa Monica, CA, United States)


Networking IV:
12:30 pm - 1:30 pm

 

Note on Registration

LPs participate at no cost.  Non-LPs and IR/BD staff of LPs have to pay a minimum donation of USD $500/person to UNICEF.  Starting Monday, October 26, 2020 12:01 am EDT, on the week of the conference, the minimum donation will increase to USD $750/person.  Additionally, the number of non-LPs and IR/BD staff that can attend will be capped at 2 people per firm (this way GPs with much larger AUMs cannot flood the attendee list).  Once a registrant sends proof of donation (receipt) to events@alpineca.com, we will approve their registration for the conference.

Non-LP Registration:

1. Register for the event by signing up for the Zoom conference

2. Donate a minimum USD $500/person to your respective UNICEF chapter with the

    note 'on behalf of LatAm Leaders in Investment (LLI20)'

3. Send donation receipt to events@alpineca.com

Admittance to event is at the host's full discretion.  All charity verification and questions contact events@alpineca.com.  We look forward to posting all donating companies and amount raised!

A Note on Materials: All approved participants will get an information packet and welcome email prior to the event.

A Note on Networking: We've built in networking sessions to organically meet with people, share ideas and enter like-minded breakout rooms, but this is not a cap intro event.

 

 

Security & Privacy

Your security is important to us. As such: you cannot dial-in to this meeting, you must enter through the Zoom app or link, and please try to use video. We want to protect the cybersecurity and identity of all participants and to prevent “Zoom-bombing”. You will not be able to join and stay in the party if you are not properly identified. We reserve the right to remove or deny access to any party for any reason at any time. Finally, we ask registered participants to not share their meeting IDs or links, these are unique for each guest. The co-hosts and speakers know 100% of the participants on the call. If we notice that you are sharing your registration, we will remove you and restrict you from accessing the event.

This event is closed to the press.

 

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