Untitled - ColCapital

Dear Colleague,
On behalf of Latin Markets, it is my pleasure to invite you and your colleagues to join us at the 2nd Annual Private Equity
Andean Forum. This event is built on the interest and growth of the Private Equity markets in Chile, Colombia and Peru that
we have seen at our industry leading events around the continent. It is also and driven by investor and manager appetite to
learn more about the region’s increasingly sophisticated private markets opportunities and investors.
For the past five years our goal has been to drive Latin American and global market best practices and to provide streamlined intelligence on investments, operations and risk. Latin Market’s Private Equity Andean Forum provides a unique platform for the region’s largest institutional investors, global private equity icons and pioneers and a wide variety of industry
thought leaders to demystify the process of direct investments, seeking returns and fundraising in the Andean region.
Through a series of interactive discussions and presentations we will provide perspectives on the following:

Andean institutional investors: With recent consolidation and growth in assets, what can local and international private
equity strategies add to increasingly sophisticated portfolios?

Global institutions and local managers: How can international investors best seek returns from an ever growing group of
emerging local managers?

Navigating regulation for allocation: What changes might affect investors and managers active in the region?
On behalf of Markets Group, thank you for your consideration and I look forward to seeing you in Bogota on August 13th.
Kind Regards,
Liana K. Grieg
Private Equity Group
Markets Group
Private Equity Forum Series
Private Equity Andean Forum
Bogotá
August 13th
W Hotel
7th Annual
Private Equity Brazil Forum
São Paulo
December 7th & 8th
Hotel Unique
5th Annual
Private Equity Latin America Forum
New York
June 2016
Private Club
Contact Information
SPONSORSHIP
Paloma Lima–Mayland
+1-646-201-5837
paloma.lima@marketsgroup.org
Ahmad Sahar
+1.212.696.0800
ahmad.sahar@marketsgroup.org
INVESTOR CONTACT
Liana Grieg
+1-917-551-5727
liana.grieg@marketsgroup.org
REGISTRATION
Anna Gonzalez
+1.347.308.5122
anna.gonzalez@marketsgroup.org
MARKETING & PRESS
Tay Machado
+1.646.688.5310
tay.machado@marketsgroup.org
Pátria Investmentos is one of the leading alternative assets managers and financial consulting companies in Brazil. Founded in 1988, it is a pioneer in the private equity industry in this country, having gradually expanded its portfolio with the development of new business in Infrastructure, Real Estate and
Hedge Funds in response to the needs of their investors and clients, and the opportunities presented by
the country´s dynamic economic expansion. With more than U$9 billion in assets under management,
the company aims at creating positive financial impact and long term value to investors, invested companies and companies it provides consulting services to. It is a local partner of Blackstone, the global
leader in alternative investment and corporate consulting.
PineBridge is a global asset manager with nearly 60 years of experience in emerging and developed
markets, delivering innovative alpha-oriented strategies across asset allocation, equities, fixed income
and alternatives. PineBridge manages over US $71.4bn in AUM worldwide as of March 31, 2013. What
differentiates PineBridge is the integration of the on-the-ground knowledge with analytical insights,
bridging global and local capabilities to deliver innovative products and solutions that create value for
clients.
Venue® is a secure online workspace with a powerful feature-set and an intuitive design that allow you
to easily organize, manage, share and track all of your sensitive information. Venue® data rooms provide
complete control, ensuring that you can manage who has access to your data room, which documents
they see, and how they can interact with those documents. Venue® data rooms are backed by RR Donnelley, a $10.2 billion global provider of integrated communications with more than 500 locations and
over 55,000 employees worldwide. RR Donnelley, with total revenue larger than all other virtual data
room providers combined, employs a suite of leading internet-based capabilities and other resources to
provide premedia, printing, logistics and business process outsourcing services to clients in virtually every
private and public sector.
S&P Capital IQ, is a part of McGraw Hill Financial (NYSE:MHFI), is a leading provider of multi -asset
class and real time data, research and analytics to institutional investors, investment and commercial
banks, investment advisors and wealth managers, corporations and universities around the world. We
provide a broad suite of capabilities designed to track performance, generate alpha, and identify new
trading and investment ideas. Combined with our industry-leading analytics, S&P Capital IQ gives you
the power to uncover opportunities in Brazil that others may not even see. Our proprietary datasets,
such as Private Company Financials for Brazil, offer our clients unique insights and perspectives. S&P
Capital IQ combines two of our strongest brands – S&P, with its long history and experience in the financial markets and Capital IQ, which is known among professionals globally for its accurate financial
information and powerful analytical tools
TMF Group is a leading global provider of high-value business services to clients operating and investing
globally. We focus on providing specialized and business-critical financial and administrative services
that enable our clients to operate their corporate structures, finance vehicles and investment funds in
different geographical locations. Our core services can help companies of all sizes with HR and payroll,
accounting and tax, corporate secretarial, international structuring, fund administration and structured
finance – whether a company wants to globalize, or whether they need support to streamline existing
operations. With operations in more than 75 countries, TMF Group is the global expert that understands
local needs. We can provide you with a single point of contact to coordinate the day-to-day management of your outsourced operations, and ensure clear communication across multiple jurisdictions. Global reach, local knowledge: helping you do business seamlessly across borders.
8:00
Registration Opens
9:00
Host’s Welcome
Paloma Lima–Mayland, Head of Private Equity Group, Latin Markets
9:05
Co-Chairman’s Opening Remarks
9:15
Roundtable: Global Perspectives on Institutional Allocations to Private Markets
Seasoned global investors and those new to the region share ideas on opportunities to increase return and limit risk.
James Maloney, Chief Investment Officer, Chicago Police Annuity Benefit (US)
Speaker, Chief Investment Officer, International Pension Fund
Speaker, Chief Investment Officer, International Pension Fund
9:45
Keynote Presentation “Next Steps in the Andean PE Market”
Examining the growth and development defining the Andean Region
10:15 Keynote Interview: Global Private Equity Update
10:45 Morning Networking Break
11:10 Panel: From Venture to Middle Market Investments
Endless opportunity to be explored through these dynamic segments, a discussion on the underserved capital needs.
Speaker, Chief Investment Officer, International Pension Fund
Speaker, Chief Investment Officer, Advisor
Speaker, Managing Director, PE Fund
11:35 Andean Private Markets – A Conversation with all Parties Involved
GPs and investors compare stories on industry trends, opportunities for returns and how to grow the industry.
Speaker, Chief Investment Officer, Pension Fund
Speaker, Managing Director, Advisor
Speaker, Managing Director, PE Fund
12:05
Sourcing Investments, Assessing Risk & Adding Value
Managers discuss how they find prospective investments and increase their value as an investor.
Speaker, Chief Investment Officer, International Pension Fund
Speaker, Managing Director, PE Fund
Speaker, Managing Director, PE Fund
12:35
Development of the Colombian Institutional Market
Local pensions and insurance companies divulge the most attractive strategies and discuss global allocations and
increasing diversification.
Juan Daniel Frias, Head of Investments, Old Mutual (Colombia)
Speaker, Chief Investment Officer, Pension Fund
Speaker, Chief Investment Officer, Institutional Investor
1:05 Networking Lunch
2:05 Development of the Peruvian Institutional Market
Local pensions and divulge the most attractive strategies and discuss global allocations and increasing diversification.
Carlos Mendiburu, Head of Financial Programming, Central Reserve Bank of Peru
Speaker, Chief Investment Officer, Pension Fund
Speaker, Chief Investment Officer, Institutional Investor
2:35 Industrial Strength - Infrastructure, Oil & Gas as Pivotal Investments in the Region
Uncapped potential and necessity point to opportunity for local and global GPs. How PE investments yield change
and provide returns.
Daniel Pulido, Infrastructure Finance Specialist, IBRD Retirement Plans (World Bank)
Speaker, Chief Investment Officer, Family Office
Speaker, Chief Investment Officer, Institutional Investor
3:05 Networking Break
3:35 Family Office Allocations to Private Markets
Andean family offices are gaining considerable momentum in private market investments- how can GPs gain access
and understand the needs of these allocators?
Speaker, Chief Investment Officer, Family Office
Speaker, Chief Investment Officer, Family Office
Speaker, Chief Investment Officer, Family Office
4:05
Keynote Presentation—Regional Integration and Global Reach of Private Equity
Juan Carlos Felix, Managing Director– Buyout, The Carlyle Group (Brazil)
4:40 Co-Chairman’s Closing Remarks
4:50 Networking Cocktail