Webinar Alternative Investing1
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Alternative Investments in Latin America Moderated by Marianne Nardone and Nate Suppaiah
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Latin American markets, once largely ignored by the global investment community, have posted returns outperforming the stock indexes of the United States, Europe, and Asia. This is most noticeable in the wake of the recent world wide recession, conservative fiscal policies and lessons learned during past regional crisis have insulated the LatAm region. Alternative Latin Investor and Focus Point Press are proud to bring you the first collaborative round table discussion, Alternative Investments in Latin America.
Transcript of Webinar Alternative Investing1
Alternative Investments in Latin America
Moderated by Marianne Nardone and Nate Suppaiah
• Will Landers, Managing Director, Black Rock Latin American Fund
• Andrew Cummings, Senior Chief Investment Officer, Explorador Capital Management, LLC
• Brigitte Posch, Executive Vice President, PIMCO
• Eric Saucedo, Principal, Tricap Partners LLC
• How alternative investment vehicles are faring in this recovery phase of the crisis
• What strategies performed better than others - Regions - Sectors
• What regions, sectors and vehicles are looking good for the coming year
• New players to the region who we should keep an eye on
• Growth of regulation in the alternative space
• Where new capital to Latin America is coming from
• Participation of both, foreign and domestic institutional investors • How LatAm stacks up against other emerging markets • The effect of Chavez on investor confidence in LatAm investments • How sustainable is Brazil • Countries to watch
• How alternative investment vehicles are faring in this recovery phase of the crisis
• What strategies performed better than others - Regions - Sectors
• What regions, sectors and vehicles are looking good for the coming year
• New players to the region who we should keep an eye on
• Growth of regulation in the alternative space
• Where new capital to Latin America is coming from
• Participation of both, foreign and domestic institutional investors • How LatAm stacks up against other emerging markets • The effect of Chavez on investor confidence in LatAm investments • How sustainable is Brazil • Countries to watch
Topics to be discussedTopics to be discussed
Current LatAm Portfolio Allocation Current LatAm Portfolio Allocation
Will Landers CFA, Managing Director, Senior Portfolio Manager, is the portfolio manager for the BlackRock Latin America Fund, the BGF Latin America Fund, the BSF Latin American Opportunities Fund and the BlackRock Latin American Investment Trust PLC. Prior to joining BlackRock in 2006, he was a portfolio manager with Merrill Lynch Investment Managers (MLIM). Will joined MLIM in January 2002 to focus on Latin America within the Global Emerging Markets Team. Educated at Georgetown University, Will began his career as an invest- ment banker working with Latin American clients, then spent seven years as a Latin American research analyst at two “Bulge Bracket” Wall Street firms, focusing initially on Food and Beverage stocks, and later on Technology stocks. Will speaks Portuguese and Spanish and is based in Princeton, NJ.
Will Landers CFA, Managing Director, Senior Portfolio Manager, is the portfolio manager for the BlackRock Latin America Fund, the BGF Latin America Fund, the BSF Latin American Opportunities Fund and the BlackRock Latin American Investment Trust PLC. Prior to joining BlackRock in 2006, he was a portfolio manager with Merrill Lynch Investment Managers (MLIM). Will joined MLIM in January 2002 to focus on Latin America within the Global Emerging Markets Team. Educated at Georgetown University, Will began his career as an invest- ment banker working with Latin American clients, then spent seven years as a Latin American research analyst at two “Bulge Bracket” Wall Street firms, focusing initially on Food and Beverage stocks, and later on Technology stocks. Will speaks Portuguese and Spanish and is based in Princeton, NJ.
Speaker Specialty TopicsSpeaker Specialty Topics
Alternative instruments as part of a Latin American portfolio Alternative instruments as part of a Latin American portfolio
Brigitte Posch PIMCO Executive Vice President and Portfolio Manager in its emerging markets group. Prior to joining PIMCO in 2008, she was a managing director and head of Latin American securitization and trading at Deutsche Bank. Ms. Posch was previously a director with Ambac, responsible for developing asset- and mortgage-backed securities in emerging markets. Before joining Ambac, she was a vice president and senior credit officer with Moody’s Investors Service in New York, responsible for rating asset- and mortgage- backed securities in Latin America. She also worked in Sao Paulo, Brazil at Banco Inter-Atlantico/Credit Agricole, Citibank and ABN AMRO. She has 15 years of investment experience and holds an undergraduate degree from Mackenzie University of São Paulo.
Brigitte Posch PIMCO Executive Vice President and Portfolio Manager in its emerging markets group. Prior to joining PIMCO in 2008, she was a managing director and head of Latin American securitization and trading at Deutsche Bank. Ms. Posch was previously a director with Ambac, responsible for developing asset- and mortgage-backed securities in emerging markets. Before joining Ambac, she was a vice president and senior credit officer with Moody’s Investors Service in New York, responsible for rating asset- and mortgage- backed securities in Latin America. She also worked in Sao Paulo, Brazil at Banco Inter-Atlantico/Credit Agricole, Citibank and ABN AMRO. She has 15 years of investment experience and holds an undergraduate degree from Mackenzie University of São Paulo.
LatAm fund environment LatAm fund environment
Andrew Cummings Founder and Chief Investment Officer of Explorador Capital Management, LLC. Previously, Andrew worked for Emerging Markets Investors Corporation, focused on investments in Argentina, Chile, Peru and Ecuador. Andrew holds an M.B.A. from Harvard University and a B.S. from the University of California at Berkeley. He has lived and traveled in Latin America over the last 20 years and serves on the Board of INPAR, a publicly traded Real Estate company in Brazil.
Andrew Cummings Founder and Chief Investment Officer of Explorador Capital Management, LLC. Previously, Andrew worked for Emerging Markets Investors Corporation, focused on investments in Argentina, Chile, Peru and Ecuador. Andrew holds an M.B.A. from Harvard University and a B.S. from the University of California at Berkeley. He has lived and traveled in Latin America over the last 20 years and serves on the Board of INPAR, a publicly traded Real Estate company in Brazil.
Private Equity Investment in Brazil Private Equity Investment in Brazil
Eric Saucedo Partner at Tricap Partners & Co., an investment banking firm focused on early-stage and middle market growth companies. He has experience in investment banking with UBS and JP Morgan & Co., he served as a Principal with Compass Capital LLC in New York, a private equity fund and affiliate of JP Morgan Partners, and he served as a Vice President at Apax Partners & Co. He is a Director of Granite Intelligence, a due diligence and investigations firm, a Director of The KidSmart Company, a supplemental learning and education company, and a Director of the Miami Finance Forum. Mr. Saucedo holds a BA in Economics from the University of California at Berkeley and an MBA from The Georgetown University Graduate School of Business.
Eric Saucedo Partner at Tricap Partners & Co., an investment banking firm focused on early-stage and middle market growth companies. He has experience in investment banking with UBS and JP Morgan & Co., he served as a Principal with Compass Capital LLC in New York, a private equity fund and affiliate of JP Morgan Partners, and he served as a Vice President at Apax Partners & Co. He is a Director of Granite Intelligence, a due diligence and investigations firm, a Director of The KidSmart Company, a supplemental learning and education company, and a Director of the Miami Finance Forum. Mr. Saucedo holds a BA in Economics from the University of California at Berkeley and an MBA from The Georgetown University Graduate School of Business.
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Alternative Latin Investor is the first online news source and digital magazine to provide information on Alternative Asset Classes in Latin America.
Alternative Latin Investor is the first online news source and digital magazine to provide information on Alternative Asset Classes in Latin America.
Focus Point Press publishes a weekly magazine called Emerging Manage Focus, written for emerging managers, hedge funds, institutional investors and research firms.
Focus Point Press publishes a weekly magazine called Emerging Manage Focus, written for emerging managers, hedge funds, institutional investors and research firms.
Thank you for your participation.
Joseph L. FaluDirector of Business Development
Focus Point Press+ 1 646 530 3975
Tiffany Joy SwensonMarketing Director
Alternative Latin Investor+1 202 905 0376
Thank you for your participation.
Joseph L. FaluDirector of Business Development
Focus Point Press+ 1 646 530 3975
Tiffany Joy SwensonMarketing Director
Alternative Latin Investor+1 202 905 0376
