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Conference Day One
Tuesday, 22nd May 2012
| 08:45 |
Welcoming remarks from the conference chairman
André Rizzo, Partner, SERVICE IT |
| INVESTMENT CLIMATE |
| 09:00 |
Ministerial opening address: Brazil and Hong Kong – Welcoming long term foreign investment as one of the main keys to sustainable growth
- Key factors that make Brazil and Hong Kong superb investment destination
- How the world economic crisis may favor Brazil in the long run
- Why choosing Hong Kong to invest? Main opportunities
- Government measures to facilitate foreign investment in both countries
Eduardo André de Brito Celino, General Coordinator for Investments, MINISTRY OF DEVELOPMENT, INDUSTRY AND FOREIGN TRADE - MDIC
Andrew Davis, Associate Director General of Investment Promotion, INVESTHK (Hong Kong SAR Government)
Antonio José Rezende de Castro, Ambassador, CONSULATE GENERAL OF BRAZIL IN HONG KONG |
| 09:40 |
Keynote: Perspectives on investing in Brazil – Exploiting new trends, investment opportunities for FDI and overcoming risks to the Brazilian economy
- Positioning your business to exploit China's need for natural resources and Brazil’s need for value added products – How to deal with the challenges incurred by the “Brazil Cost factor”
- Assessing the evolving political and socio-economic landscape in Brazil and the implications for foreign investors
- Addressing the country’s main issues: Overcoming the main economic and cultural issues and how to find a good local partner in Brazil
- How are exchange rates expected to vary during 2012-2013?
Gutemberg Uchôa, General Manager of Investments, APEX-BRASIL |
| 10:00 |
China´s rising outward investment in resources – What´s in it for Brazil?
- China as a major consumer of commodities and resources – Global view
- China as an emerging investor in commodities and resources – Facts and trends
- A turning point for Brazil – Why? How? What is next?
- Looking ahead – Future trends
- Recent trends in resources industry
- HKSE listing rules for mining, oil and gas companies
- China outbound investment policies and strategies
- Cross-border investment issues
- Australia - Lessons for Brazil?
Javier Cuñat, General Manager, BEIJING AXIS STRATEGY
Shaun McRobert, Partner, NORTON ROSE |
| 10:40 |
Coffee break & networking |
| 11:10 |
The Pedra de Ferro Project: Outlining the development of one of the most important iron ore projects in Bahia state
Gilberto Penna, Commercial Director, ENRC BRAZIL |
| INVESTORS’ ROUNDTABLE |
| 11:35 |
The dynamics regarding the relationship between China and Brazil – Beyond the trade numbers. How is Brazil investment potential compared to other emerging markets?
- How trade and investment government parties and business leaders from Brazil differs Brazil from other BRICs
- How does Brazil compare with other emerging markets in terms of investment potential?
- Does Brazil offer a better annual rate of return? What investors can expect from early-stage startups (seed investment round) in Brazil?
- Environmental, Social and Corporate Governance (ESG) risks: What Brazil offers that is different and more compelling?
- Is Brazil a good choice for a resource fund?
- The dynamics regarding the relationship between China and Brazil – Beyond the trade numbers
- Looking beyond natural resources-impacts of the dynamics of Chinese economy in Brazil
- Taking Brazil China relationship to the next level – From selling raw materials to a mature trading partnership
- What kinds of investment is China making?
- Is Brazil making investing in China?
- The importance of China for the Brazilian economy to move forward
Moderator:
Frederic Thenault, China Representative, WORLD BANK GROUP - MULTILATERAL INVESTMENT GUARANTEE AGENCY (MIGA)
Erik Bethel, Managing Partner, SINOLATIN CAPITAL
Anthony Desir, Partner, SAMI FUNDS
Allen Gu, Director, FIRST RESERVE
Amaury Junior, Founding Partner and CIO, VISION BRAZIL INVESTMENTS & Member, TCX PRICING COMMITTEE |
| 12:20 |
Lunch & networking |
| CAPITAL MARKETS & FINANCIAL SERVICES |
| 13:20 |
Explore the trends of capital inflows from Asia
- International strategy of the Brazilian exchange
- Understanding BM&F Bovespa relationship with investors and exchanges from Asia
- What and where are the opportunities for Asia investors in Brazil
- Updating on the collaboration between Brazil and Hong Kong
Helen Yao, Chief Representative, BM&FBOVESPA (Shanghai Office) |
| 13:40 |
Exploring capital raising opportunities for Brazilian companies in Hong Kong
- Assessing the growing role of Hong Kong Exchange as a key fund raising platform for Brazilian companies
- Experiences of Brazilian companies listing in Hong Kong: Pros and cons
- Examining the investor appetite for Brazilian–related IPO in Hong Kong
Michael Chan, Assistant Vice President, Issuer Marketing, HONG KONG EXCHANGES AND CLEARING |
| LEGISLATION AND TAXATION |
| 14:00 |
Legislation: How foreign investors can adapt to Brazilian systems: overview of taxation, technology and labor
- Main differences between the Brazilian and Chinese models
- Main tax incentives for foreign direct investment
- How the complex Brazilian legal framework affects international investment
Angelo Valladares e Souza, Lawyer and Senior Partner, MOURA TAVARES, FIGUEIREDO, MOREIRA, CAMPOS ADVOGADOS |
| INVESTMENT PROTECTION |
| 14:20 |
Protecting your investment when working with a Brazilian partner – Main legal guarantees and best methods of resolving international disputes
- Main international agreements regarding non-commercial risks
- Specific points to be taken into consideration when drafting a contract
- How should one prepare for a dispute arising from investment in Brazil?
- Are the international Agreements for the Promotion and Protection of Mutual Investment (APPIs) valid options for non-commercial risks?
- Main advantages of using arbitration in Brazil
Marcelo Felix, Director, CHINACOMEX & Consultant, ORTOMIX |
| MINING |
| 14:40 |
Panel: Future price trends and competitiveness in Brazilian mining. Opportunities, challenges and best investment projects
- Future roles for Brazil in China’s mineral supply
- How investors can benefit from more resilient earnings and more diversified economy in the country
- How is Brazil expected to draw investments of roughly $62 billion between 2010 and 2014
- Assessing Brazil’s geology and mining development opportunities
- How is Brazilian mining industry benefiting from Asian capital inflow
- Common issues and risks encountered by foreign investors in the mining sector
- Strategies to deal with the new mechanisms to limit foreign purchases of the country's mines
- Brazil’s government plans to attract new investment in mining industry for diversification and developing a wide range of geological resources
- Tax incentives and tax mechanisms to lower the taxes payable by foreign investors
- Understanding Brazil's proposed new mining regulatory regime
- How do foreign investors manage Brazil's legislative and regulatory environment
- Consideration of key characteristics of mineral sector operations from a comparative and international perspective
Rodrigo do Val Ferreira, Lawyer and Chief Representative, FELSBERG E ASSOCIADOS (Shanghai Office)
Eduardo Vale, DSc. Principal, BAMBURRA & Brazilian representative, SME - SOCIETY FOR MINING, METALLURGY, AND EXPLORATION & Consultant, ODEBRECHT MINERAÇÃO, JOGMEC, RMG
Ricardo Barros, International Business Developer, ATLANTIC TRADE INTERNATIONAL, Associate, BAMBURRA |
| 15:20 |
Coffee break & networking |
| 15:40 |
Rare Earth Elements (REEs) – Exploring investment opportunities in Brazilian REEs projects
- A brief history of rare earths in Brazil
- Exploring rare earth supply and demand – How Chinese domination of supply creates opportunities in Brazil
- Key success factors for a REE project – Assessing the pros and cons of Brazilian REE opportunities
Osvaldo Antonio Serra, Professor, Rare Earth’s Laboratory, UNIVERSITY OF SÃO PAULO (USP) |
| AGRIBUSINESS |
| 16:05 |
Added value investment in commodities: Main trends and where there are likely to be the best opportunities. What is the status of foreign ownership of Brazilian rural land?
- What is the government’s new administrative path towards the granting of land sale rights to foreigners
- How can China secure long term food supplies and expand its sourcing options in Brazil?
- How to access the opportunities in the Brazilian agricultural sector
- Main commodities prices forecast and implications for investors
- Key chains (geography of production, production system, regional characteristics, economic performance)
- Markets (seeds, pesticides, fertilizers, machinery)
- Funding of the crops (flow of resources, agricultural planning, private funding)
- Logistics (transportation modes, export corridors, importance in the formation of agricultural prices)
- Commercialization of production: Main aspects
- Availability of crop fields
Fernando Pimentel, Director, NATIONAL SOCIETY OF AGRICULTURE (SNA) & AGRIBUSINESS CHAMBER OF CREDIT AND MARKETING – MINISTRY OF AGRICULTURE & AGROSECURITY CONSULTING
Amaury Junior, Founding Partner and CIO, VISION BRAZIL INVESTMENTS & Member, TCX PRICING COMMITTEE |
| 16:55 |
Close of day one |
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17:00 - 18:30 |
Brazilian Art Cocktail Reception
hosted by
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*To be confirmed
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