• 16-year corrective cycle in Developed Markets – now in its 11th year versus 4.5-year basic cycle - now in its 3rd year; What is next to expect?' What impact do business cycles have on PE investing?
• Contra cyclicality of Commodities and Emerging Markets to the Developed Markets; How far still to the point of convergence? Looking ahead which markets are poised to outperform and why
• Commodities: secular trend (since 1999) versus intermediate stage of the current cycle (since 2009); What is next?
• Latin American Capital Markets; where are they now in the point of cycle?
• Fearless Projection for 2012

Moderator:
President and Founder, MACK INTERNATIONAL, LLC

Panelists:
President, FREEDOM ADVISORY, LLC
Founder & Managing Partner, AURUM CAPITAL PARTNERS, S.A.
Managing Partner, HANDLER THAYER, LLP

Speaker:
Investment Director Listed Equities, CYRTE INVESTMENTS

Panelists:
Principal, MERCER
Director Presidente, METRUS-INSTITUTO DE SEGURIDADE SOCIAL
Partner, FRP CONSULT

• Fund of Funds: current reality and future
• Customized mandates: is it the dominant trend?
• Advisory to institutional clients: What are the usual needs?
• Discretionary and non-discretionary: What is the dominant modus operandi?

Moderator:
Director of Investments,FIDES ASSET MANAGEMENT

Sponsored by:
CRYTE INVESTMENTS

• Emerging Markets, catchy title or serious category
• The basic requirements for safe investment
• How much local knowledge is essential for success?
• How important is a secure legal system and how do you check you have one
• Pooled fund or carefully chosen individual projects

Moderator:
Chairman, EUROPEAN PARLIAMENT PENSION FUND, CERN PENSION FUND

• US vs. Global Property Markets: Where are the Opportunities?
• Updating to create value: renovating & Greening Property
• Brazil 2012 a Visionary Prelude to Africa 2020?
• Capital Requirements: Understanding What Sovereign Wealth Funds are looking for when investing in property

Moderator:
Board Member, CERN PENSION FUND

Panelists:
Head of Merchant Banking, PRUDENTIAL REAL ESTATE INVESTORS
Associate Director, BCQS INTERNATIONAL BRAZIL

Sponsored by:
REALGOLDX

Managing Director, GRUPOMEX COMPANIES

• Private Investments in Public Equity
• Multistrategy Portfolios: opportunity or relief?
• Private Equity and PIPEs
• Macro-Focused Hedge Funds: deciding over uncertainty

Moderator:
Investment Manager, EQUITY PARTNERS FUND SPC

Panelists:
Partner, BULLTICK CAPITAL MARKETS
Principal, PETSCHEK FAMILY OFFICE
Hedge Fund Analyst, REAL GRANDEZA

• What are the top sectors in LatAm infrastructure for short and intermediate term investors?
• What are the biggest challenges that the LatAm infrastructure sector will have to overcome in the near future?
• Where in Latin American can investors expect to find the best opportunities?

Moderator:
Director, Andean/LatAm Investing Strategies, CHEVY CHASE TRUST

• Regulatory changes
• Manager selection process
• Stage of secondary market for PE in Brazil

Moderator:
Investment & Financial Manager, BANESPREV- FUNDO BANESPA DE SEGURIDADE SOCIAL

• Is there enough risk premium on Brazilian credit over sovereign?
• Where to look for value / liquidity, local or offshore?
• The role of structured credit (securitization and FIDCs).
• Is it time for inflation protection (local inflation linked bonds)?
• "The Outlook for Brazilian Debt Capital Markets in 2012"

Moderator:
Director, TRISCORP INVESTIMENTOS (MFO)

Panelists:
Director, PLANNING CONSULTORIA EMPRESARIAL
General Council, DEWEY & LEBOEUF
Investment Manager, BAWM INVESTMENTS

• Matching supply and demand for those scenarios
• The Scarcity Factor Theory and the 4Fs
• Change in the pattern of world consumption
• Diet scenarios for the future

Moderator:
Secretary of State, President & CEO - TOCANTINS STATE DEVLOPMENT BANK, Board Member, BRAZILIAN ASSOCIATION OF DEVELOPMENT BANKS

• Gold and Gold Backed Srtuctured Products
• Precious Metals

Moderator:
Chief Investment Officer, UNITED NEGRO COLLEGE FUND

Panelists:
Partner, DEWEY & LEBOEUF LLP
Chairman and CEO, REALGOLDX

• What is responsible investment and what is the business case for ESG issues?
• Overview of responsible investment, the UN-backed Principles for responsible investment and a close look into how local investors integrate environment.
• Social and Governance (ESG) issues in their investment processes and ownership practices.

Moderator:
Trustee, SAMBA FINANCIAL GROUP-UK PENSION SCHEME

Panelists:
Brazil Network Manager, UNITED NATIONS PRINCIPLES FOR RESPONIBLE INVESTMENT
Gerente de Núcleo, PREVI PENSION FUND
Latin America Water Funds Manager, THE NATURE CONSERVANCY SACR
Portfolio Manager, PRUDENTIAL REAL ESTATE INVESTORS

"Your chance to evaluate the conference and the "take away" for your fund."

Moderator:
El Dorado Investments, CEO, Director, El DORADO INVESTMENTS, UNIVERSIDAD DEL PACIFICO PERU

Panelists:
Executive Vice President/Chief Financial Officer, AMERICAN LEGACY FOUNDATION
Partner, BAWM INVESTMENTS