Sept 26th, 2019

Opportunities And Risks Associated With Brazilian M&A Investments in a Changing Economic Landscape

Blue Tree Hotel Premium Faria Lima

Av. Brg. Faria Lima - 3989 - Itaim Bibi, São Paulo - SP

Timing: 8:00 - 14:30

OVERVIEW

In light of a slower global economic growth – mainly due to trade protectionism, Chinese and American slowing economies, and economic policy uncertainty in Europe – Brazil seeks to pass structural reforms aiming at gaining domestic economic momentum.


In a changing economic landscape, what are the opportunities and risks associated with Brazilian M&A investments?


Come network with some of Brazil’s top lawyers, bankers, and executives to discuss current M&A trends – covering Brazil’s most lucrative and consistent markets, we will look for insights into structural reforms, and explore recent shifts in compliance and anticorruption policies and procedures.

We look forward to meeting you there!

SPEAKERS

  • Gabriella Maranesi Najjar - Vella Pugliese

  • Gabriella Maranesi Najjar is a partner in the Corporate & Finance Practice at Vella Pugliese Buosi Guidoni Advogados, in strategic alliance with Dentons, where she also heads the capital markets and publicly held companies practice. With more than 15 years of experience in complex M&A, private equity and capital markets transactions, she acts in all kinds of investments, mergers, acquisitions, joint ventures and strategic alliances, assisting publicly and privately held companies in a wide variety of industries. She is particularly active in Infrastructure and Energy, and has participated in some of the leading Brazilian M&As in those sectors. She is graduated in laws at Pontificia Universidade Catolica and holds specialization degrees in Banking Law and Business Law (Corporate and Capital Markets) at Fundação Getúlio Vargas.

  • Darkson Galvão – Cescon Barrieu

  • Darkson is a partner at Cescon, Barrieu, Flesch & Barreto Advogados focusing on Corporate Law and Governance, Mergers and Acquisitions and Private Equity. He represents foreign and domestic clients and publicly-held companies in local and cross-border Mergers and Acquisitions transactions, sale of assets, joint ventures and other corporate transactions involving various segments of the economy. He worked as an international associate at one of the most prestigious law firms of New York in 2010 and 2011. He is graduated in laws at Universidade de São Paulo – USP, and holds an LL.M degree at University of Chicago Law School.

  • Anderson Brito – Credit Suisse

  • Anderson Brito is a Director of Investment Banking at Credit Suisse since 2018. Prior to working at Credit Suisse Anderson was Director at UBS for more than 7 years. He is an experienced Director with a demonstrated history of working in the Tech industry. Strong professional skilled in Corporate Finance, Investment Banking, Equities, and Venture Capital. Graduated from Instituto Tecnológico de Aeronáutica– ITA.

  • André Pontual - Santander

  • André Pontual is currently Head of Brazil M&A at Banco Santander. With over 18 years of experience, André has served as Director, Global M&A Group of Bank of America Merrill Lynch for over 14 years, Director, Head of M&A at BR Partners Banco de Investimento S.A. and Managing Director, Investment Banking/M&A of Safra Investment Bank for over 2 years. André has a degree in economics from the University of Pennsylvania in 2000.

  • Débora Yanasse – Tauil & Chequer

  • Débora Yanasse is a partner in the energy and infrastructure practice of Tauil & Chequer Advogados in association with Mayer Brown. Débora represents clients in the power, oil and gas, and other infrastructure projects in transactional, litigation and arbitration matters in Brazil, Africa and the Middle East. Débora is widely recognised for her regulatory expertise in power and gas matters. She has been involved in high-profile mergers and acquisitions, privatisations, joint ventures, project development, project financing and arbitrations, and is a member of the Brazilian Institute of Energy Law (IBDE). She has graduated from Universidade de São Paulo (USP) in 2005 and holds an LL.M. degree from Georgetown University Law Center.

  • Fernando Cerri – BTG Pactual

  • FernandoFernando is a Partner in the Investment Banking sector at BTG Pactual, a leading investment bank in Brazil and Latin America, with focus on the M&A practice. With extensive experience in investment banking, he has advised clients in more than 40 M&A and capital markets transactions, primarily within the infrastructure sector. Fernando has a degree with honors in Business Administration from the University of São Paulo.

  • Fernando Vita - UBS

  • Fernando Vita is Executive Director, Investment Banking of UBS Brazil , where he has been for 10 years. Before joining UBS in 2009, Fernando worked for 10 years at J.P. Morgan and its affiliates. With more than 20 years of investment banking experience, he has deep expertise in a variety of areas such as complex M&A, private equity, equity and debt capital markets, structured finance, liability management as well as research. He assists clients in complex transactions currently focusing on the Consumer Products & Retail and Healthcare sectors. Fernando has a Bachelor's degree from Fundação Armando Alvarez Penteado – FAAP where he graduated in 2000. Recently, Fernando has advised Natura&Co in its landmark acquisition of Avon Products International, creating the second largest pure-beauty player globally. With a global experience he has executed various transactions in Brazil and abroad, such as, at the time, the largest LatAm FIG IPO of Santander Mexico, the $19bn restructuring of all of Iraq's commercial debt, the development of the first Brazilian ETF (PIBB) among others.

  • Marcos Magnani - Magma

  • Marcos Magnani is a founding partner of Magma since 2010. With over 14 years of experience in financial advisory in M&A, before co-founding Magma worked at other M&A advisory companies such as Planner and Serfinan. He previously worked at Lopes where he participated in IPO transactions, expansion by acquisitions and creation of a joint venture with Banco Itaú, Credipronto. He started his career at Microsoft in the corporate partnerships area and also worked at Moody's Investor Service in the area of financial analysis of large companies. Marcos holds a degree in Business Administration from Fundação Getúlio Vargas in 2007, with specializations in Value Investing from Columbia University in 2017 and Digital Transformation: Platform Strategies for Success in 2018 from MIT.

  • Rafael Dotta – Bradesco BBI

  • Rafael Dotta is Vice President, M&A at Bradesco BBI, Bradesco Organization's Investment Bank. Dotta joined Bradesco BBI in 2018 and has over 11 years of M&A experience, having performed numerous international and local transactions. Prior to joining Bradesco BBI, he worked at investment banks such as Santander (Sao Paulo and London), Credit Suisse and Banco Votorantim, and served on Bunge's M&A team. Rafael Dotta holds a bachelor's degree in Business Administration at FGV-EAESP.

  • Thiago Rocha - Sinqia

  • Thiago Almeida Ribeiro da Rocha is Investor Relations and Mergers and Acquisitions Officer at Sinqia S.A. since February 2012. Prior to working at Sinqia, Thiago was Private Equity Sênior Analyst at Stratus Group for 2 years and Issuers and Listings Analyst at B3 S.A. for 5 years, gathering extensive experience with capital markets and M&A deals. He graduated in Business Administration at Universidade de São Paulo in 2008, Masters degree in Business Administration at Universidade de São Paulo in 2012 and specialization in M&A at Harvard Business School in 2019.

  • Alexandre Buono – Santo Antonio Energia

  • Alexandre Buono Schulz is Head of Legal at Santo Antonio Energia. Alexandre has experience in the area of Law, with emphasis on Private International Law and International Trade Law. He graduated in Law at the University of São Paulo (2004), with specialization in International Trade Law at Istituto Universitario di Studi Europei (Italy, 2005). He holds a Master (2010) and Doctor (2014) degrees in International Law at the University of São Paulo.

  • Rafael Martins – Yara Fertilizantes

  • Rafael Martins is a legal manager at Yara Fertilizantes since 2017, with more than 10 years of experience in large brazilian companies such as INVEPAR, Sulamérica and Log-In and renowned Brazilian law firms. He graduated in Law at Universidade Estadual do Rio de Janeiro and is currently pursuing an MBA in Business Management at FIA (Fundação Instituto de Administração).

  • Catia Veloso – Grupo CCR

  • Cátia is Compliance Officer at CCR (listed company with 16.000 employees), Governance, Corporate and Contract Lawyer. She is graduated in laws and holds an LL. M degree at Insper and holds an CPC-A Certification at FGV/LEC in Compliance Program routine. Focused on ethics and transparency business solutions. While supporting company growth, she is also responsible for company policies and procedures, corporate and governance relationships, anticorruption training, risk assessment, due diligences and monitoring program. Catia is Brazilian and has worked in large law firms in Salvador in the beginning of her career. She lived in Boston and Salamanca, and served as Public Prosecutor for 11 years before choosing the private sector in 2014.

  • Denise Salles

  • Denise Salles is a partner in the Corporate & Finance practice and the of the Compliance practice at Vella, Pugliese, Buosi e Guidoni Advogados in strategic alliance with Dentons. With more than 50 years of experience, she represents national and international clients in a wide range of industries, such as payment services, construction, real estate, financial, energy and health industries. Denise has extensive experience in corporate law, corporate contracts, foreign investment and all kinds of compliance related matters, such as compliance programs, trainings, internal investigations, compliance due diligences, whistleblowing channels, risk assessments and agreements with authorities. Denise is a member of da WWCDA - Women´s White collar Defense Association, of Brazilian Bar Association Commission of Compliance Matters, of the Brazilian Bar Association Corporate Law Commission, and of Instituto de Direito Societário Aplicado – IDSA. She graduated in law at Universidade de São Paulo, is specialized in Business Administration by FGV-SP, is specialized in Corporate Law by PUC, and is specialized in Leadership Development by Fundação Dom Cabral.

  • Yuri Sahione – Sahione Advogados

  • Yuri Sahione Pugliese is a partner at Sahione Advogados and the head of the compliance, criminal and sanctioning practices since 2003. He is the President of the Compliance Comission of the Brazilian Bar Association and an elected member of the board of directors of the Brazilian Bar Association in the State of Rio de Janeiro since 2013. Yuri is a professor in the post-graduation courses at ISE Business School (SP), Pontifícia Universidade Católica (PUC-RJ), Fundação Getúlio Vargas (FGV) – MBA, Estácio – MBA, Universidade do Estado do Rio de Janeiro – (UERJ), Universidade Cândido Mendes/IUPERJ, Escola Superior da Advocacia (ESA/OAB-RJ) e Fundação Escola do Ministério Público do Rio de Janeiro (FEMPERJ). He is graduated in laws at Pontifícia Universidade Católica and holds a masters degree on criminal law at Universidade do Estado do Rio de Janeiro – UERJ and a specialization degree in criminal law and criminal procedure at UCAM.

AGENDA

08:00 AM - 09:00 AM
Registration And Welcome Coffee
09:00 AM - 09:10 AM
Rodrigo Han - Ideals
Opening remarks
09:10 AM - 09:40 AM

Gabriella Maranesi Najjar – Vella Pugliese

Darkson Galvão - Cescon Barrieu

Introduction - Opportunities And Risks Associated With Brazilian M&A Investments
09:40 AM - 11:15 AM

Anderson Brito – Credit Suisse

André Pontual - Santander

Débora Yanasse – Tauil & Chequer

Fernando Cerri – BTG Pactual

Fernando Vita - UBS

Marcos Magnani - Magma

Rafael Dotta – Bradesco BBI

Thiago Rocha - Sinqia

Gabriella Maranesi Najjar - Vella Pugliese (moderator)

Roundtable - Coverage Of Brazil’s Most Lucrative And Consistent Markets
11:15 AM - 11:30 AM
Q&A
11:30 AM - 11:45 PM
Coffee Break
11:45 PM - 12:30 PM

Alexandre Buono – Santo Antonio Energia

Rafael Martins – Yara Fertilizantes

Latest Insights Into Structural Reforms In Brazil
12:30 PM - 13:15 PM

Catia Veloso – Grupo CCR

Denise Chachamovitz - Vella Pugliese

Yuri Sahione – Sahione Advogados (moderator)

Compliance & Anticorruption Trends In M&A In Brazil
13:15 PM - 13:30 PM
Q&A
13:30 PM - 13:40 PM
Rodrigo Han - Ideals
Closing Remarks
13:40 PM - 14:30 PM
Brunch

REGISTRATION