An Agenda for Brazil and the United States

This Brazil-US Symposion was limited for 120 participants and only by invitation. The idea was discuss off-the-record dialogues on issues affecting international capital market.

Link of the event: http://www.law.harvard.edu/programs/about/pifs/symposia/brazil/index.html


If you were one of the participants and would like to share of ideas of this Symposion, please feel free to send us some comments.

The program can be found in this link: http://www.law.harvard.edu/programs/about/pifs/symposia/japan/2012-brazil-us-symposium-final-presentation.pdf

Recent Development of the Brazilian Power Industry

Recent Development of the Brazilian Power Industry

Wednesday, November 28, 2012
8:00 A.M to 10:30 A.M.

To be authorized to be posted on our website.
The program will take place at the following address:
Harvard Club
35 West 44th Street
2nd Floor, Cambridge Room
(Between 5th & 6th Avenues)
New York City

Person of the year, Brazilian American Chamber of Commerce, Inc.

_______________________________________________________________

For Immediate Release                     Tel: 212-698-8520

The Brazilian-American Chamber of Commerce, Inc. is proud to announce that Mr. Luciano Coutinho, President of the Brazilian Development Bank (Banco Nacional de Desenvolvimento Econômico e Social - BNDES), has been appointed as the Brazilian recipient of the 2013 Person of the Year Award.

Mr. Coutinho holds a Ph.D. in Economics from Cornell University (USA) and is a guest professor at Universidade de Campinas (Unicamp). The major focus of his academic studies has always been the industrial policy and the real side of economy.

Special Breakfast Presentation with Luis Stuhlberger

Luis Stuhlberger is the Chief Investment Officer of Credit Suisse Hedging-Griffo (CSHG) and responsible for its asset management division. He is also one of the co-founders of the firm that originated CSHG. He started his career as commodity broker in 1981 and became a director of brokerage house Hedging-Griffo in 1985. In 1992 he structured and implemented its asset management business. Mr. Stuhlberger manages the oldest and largest hedge funds in Brazil, the HG Verde Fund. In 2001 he started the Green Fund, the offshore version of HG Verde. He is considered "one of the most dynamic portfolio managers in the market". He graduated from the Escola Politécnica da Universidade de São Paulo and has extension courses from FGV.

A Chamber Breakfast SeminarEvent Date: Nov 20, 2012 ( 8:00 AM to 9:30 AM)Location: Harvard ClubRegistration Period: Nov 1, 2012 to Nov 20, 2012

Brazil’s leading hedge fund manager, Luis Stuhlberger, who manages Brazil’s largest hedge fund, is in talks with Credit Suisse (CS) to create an independent fund management group within the bank’s structure in the country.

Luis Stuhlberger is the Chief Investment Officer of Credit Suisse Hedging-Griffo (CSHG) and responsible for its asset management division. He is also one of the co-founders of the firm that originated CSHG. He started his career as commodity broker in 1981 and became a director of brokerage house Hedging-Griffo in 1985.

Credit Suisse has a large investment banking business in Brazil, where the firm has often led in stock underwriting. Stuhlberger’s remarks on the government’s economic policies in monthly reports and investors’ meetings raised eyebrows within the bank, Valor reported.

Credit Suisse previously paid 635 million reais for half of Hedging-Griffo, with another, similar payment for the rest slated for December 2011. The bank concentrates its fund management under Credit Suisse Hedging-Griffo, with 42.5 billion reais in assets under management, Valor said.

Stuhlberger has a noncompete clause in his contract that bars him from managing funds elsewhere until 2015, the daily added.

In 1992 he structured and implemented its asset management business. Mr. Stuhlberger manages the oldest and largest hedge funds in Brazil, the HG Verde Fund. In 2001 he started the Green Fund, the offshore version of HG Verde. He is considered “one of the most dynamic portfolio managers in the market”. He graduated from the Escola Politécnica da Universidade de São Paulo and has extension courses from FGV.

The arrangement would allow Stuhlberger, who manages almost 10 billion reais ($5.85 billion) under Credit Suisse Hedging-Griffo’s Fundo Verde fund, to be more vocal about his opinions without compromising the bank’s image, the newspaper reported, citing unnamed market sources.

• ANZ Bank (Australia and New Zealand Banking Group) Eyes US$3.8B Korea Exchange Bank (KEB) Stake from Lone Star Funds
• Ford Chief Executive Alan Mulally expects solid profit- positive 2011
• Goldman Sachs Group (GS) planning to offloads its stake in Primo Japan Inc
• Deutsche Bank acquired 49.9 percent stake in New Zealand’s Craigs Investment Partners
• Analyst Upgrades and Downgrades UBS, UPS, NWSA, WMT, KFT, MCD, CS, SCHW…
• Who will replace HSBC chairman Stephen Green- incumbent CEO Michael Geoghegan?
• Most Actively Traded NYSE (New York Stock Exchange) Top Best Stocks in market today
• Potash Corporation rejects Australian BHP BILLITON’S Hostile Bid, Next- China’s Sinochem Brazil’s Vale
• China’s Wuhan Iron and Steel Group in talks with ArcelorMittal To Cooperate On iron ore Mining Projects
• Aviva Plc rejects £5 bln takeover from RSA Insurance Group PLC

Opportunities in Brazil's Domestic Market in a World of Sluggish Growth

Joaquim Vieira Ferreira Levy, BRADESCO ASSET MANEGEMENT SA DVTM, was the lecturer of this special morning of Tuesday 13th November at Baker and Mackenzie in New York event. He presented the opportunities in Brazil's Domestic Market.

Brazil, the Un-China

TIME MAGAZINE, Ruchir Sharma, Monday, July 18, 2011

When Brazilians contemplate the beauty of their country or the ability of their soccer team, they like to joke, "God is Brazilian." It seems foreign investors have taken the joke seriously. http://www.time.com/time/magazine/article/0,9171,2081831,00.html#ixzz1Ypajb3fS