Hedge Fund Symposium Brazil
When & Where

Wednesday, October 2, 2013

  • 8:00am-8:30am Registration
  • 8:30am-10:30am Panel

K&L Gates LLP
Rua Iguatemi 151, Conjunto 281
Ed. Spazio Faria Lima
São Paulo, SP 01451-011
Brazil

Directions

HFA Contacts

Hedge Fund Association


Global Executive Director
Lara Block
lblock@thehfa.org

Global President
Mitch Ackles
Hedge Fund PR
mitch@hedgefundpr.net

Brazilian Chapter Co-Director
Marcia Rothschild
Citibank Latin America
marcia.rothschild@citi.com

Brazilian Chapter Co-Director
Otávio Vieira
Fides Asset Management
ovieira@safdie.com.br

Sponsor

K&L Gates LLP

HFA Thought Leaders

Rothstein Kass

McGladrey


partners

Hedge Fund PR

Reuters HedgeWorld

HedgeFundConferences.com

Eurekahedge

Hedge Connection

FINalternatives

LatamAlternatives

Hedgeco


Exclusive Travel Partner

The Appointment Group


Upcoming Events

HFA Symposiums:

November 4th - New York
Hedgeopolis: Hedge Fund Insights Conference

HFA Golf League:

October 1st - New York
Golf League Tee Off

HFA Webinar:

October 4th - Online
New Opportunities for Hedge Fund Marketing: how to create an effective ad campaign while avoiding regulatory pitfalls

HFA Breakfast Roundtable:

October 15th - New York
The Perfect Storm: The convergence of regulatory, technology and operating model changes in the hedge fund industry

HFA Symposiums:

October 24th - New York
Take Your Hedge Fund from $100MM to $1B in the Post-2008 World

HFA Brazil Chapter Symposium

Gain the latest insights on raising capital in the USA and hear a regulatory update. Please join us on Wednesday, October 2nd for the HFA Symposium Raising Capital in the United States: The Changing Regulatory Landscape.

An accomplished panel of experts will offer attendees guidance on:

  • Dodd-Frank changes to exemptions from registration as an investment adviser (private fund adviser, foreign private adviser and participating affiliates)
  • Registration with the SEC as an investment adviser
  • Changes to Regulation D permitting general solicitation pursuant to the JOBS Act
  • FATCA compliance update
  • Status of AIFMD - transition relief and reverse solicit

Attendees will enjoy an informative and interactive discussion following a buffet breakfast and networking. This HFA Symposium is complimentary for HFA members, investors, managers, and industry service providers. A limited number of service providers will be accepted.

Space is limited, please select a link below and RSVP now:

Register Now

Request Media Pass


EVENT SPEAKERS

Cary J. Meer
Moderator: Cary J. Meer
Partner,
K&L Gates LLP
Washington, D.C. Office

Ms. Meer is a partner in K&L Gates’ Washington, D.C. office and a member of the Investment Management practice group. She focuses her practice on private investment companies, including hedge and private equity funds, negotiated mergers and acquisitions of investment advisers and broker-dealers, derivatives and related areas.

Ms. Meer structures private funds as limited liability companies, limited partnerships, offshore corporations, common trust funds and business trusts, and prepares disclosure documents and organizational documents for such entities. She also advises investment advisers, private fund managers and investment companies on compliance issues, including under the Investment Advisers Act of 1940 and whether their commodity interest-related trading or advice would require them to register as commodity pool operators or commodity trading advisors.

Otávio de Magalhães Coutinho Vieira
Otávio de Magalhães Coutinho Vieira
Partner,
Fides Asset Management

Mr. Vieira is partner at Fides Asset Management, responsible for internal processes and institutional relations. He began his career as a fixed income sales & trading associate. Later on, he performed the role of fixed income senior trader for bank proprietary desks. After MBA graduation in the US, he made a transition for asset and wealth management services. He was responsible for the creation and development of one of the largest companies in Brazil. Mr. Vieira joined Safdié Group in 2005 as Director of Investments and Head of Fund Advisory Services. In 2011, he moved to Fides Asset Management which is an independent entity, focused on equity long only and long & short funds. He holds a BA in business administration and post-graduate degree in finance from Catholic University of Rio de Janeiro (PUC-RJ). He undertook an MBA program at Thunderbird, School of Global Management in Phoenix, AZ.

Ricardo Kaufmann
Ricardo Kaufmann
Executive Director,
BTG Pactual

With over 16 years of experience in the Latin American financial markets, Mr. Kaufmann leads the Latin American investor relations efforts of BTG Pactual Asset Management division. He has extensive experience in the Private Banking, Asset Management and Brokerage industries, and a career that spans over major international organizations including Prudential Securities in Boston, Opportunity Asset Management, Bank of America in Sao Paulo, Poalim Asset Management in London and, most recently, Bulltick Capital Markets in Miami.

Marcia Rothschild
Marcia Rothschild
Managing Director,
Latin America Client and Sales Management Head,
Securities & Fund Services,
Citibank, N.A.
HFA Brazilian Chapter Co-Director

Marcia brings 20 years of global industry experience, including senior positions in Brazil, Luxembourg and New York and is currently responsible for managing the sales and client teams that promote the full suite of Citi's solutions to investors, issuers and intermediaries in Latin America. Marcia re-joined Citi in 2011 from BNP Paribas, where she was most recently the Head of BNP Securities Services in Brazil. Marcia is an active member of the financial services community, as well as a strong supporter of the fast growing alternative investment industry in the region. Born in Brazil, Marcia received a BA from Fundação Getúlio Vargas, the top business school in Brazil, and a MBA from Duke University’s Fuqua School of Business.

The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

Follow HFA
HFA on Linked In    HFA on Facebook    HFA on Twitter