AFP Capital – Viaje New York, Junio 2025
08:30 - 12:00
JP MORGAN
Location: 383 Madison
13:00 - 14:45
BLACKSTONE
Welcome
Rafael de Fex
13:00 – 13:45
Portfolio Insights, Adam Jenkins
13:45 – 14:30
Outlook on Private Markets, Vik Sawhney
14:30 – 14:45
Views from the Top, Stephen A. Schwarzman
Location: 345 Park Avenue, Floor 43, Room 52nd West, New York, New York 10154
15:30 - 17:00
LEXINGTON PARTNERS
Location: 399 Park Avenue, 20th Floor
Private Equity Market Discussion:
15:30 – 16:15
Market update and opportunities
16:15 – 17:00
Portfolio update
17:30 - 18:00
VINCI COMPASS
Location: 590 Madison Avenue, 33rd Floor, New York, NY 10022
17:30 – 17:45
Latam Macro Overview, Jaime de la Barra & Daniel Gordonos
17:45 – 18:30
Latam Opportunities, Roberto Knoepfelmacher
18:30 – 18:45
Latam Fixed Income, Jaime de la Barra & Daniel Gordonos
19:00 - 20:30
DINNER WITH VINCI COMPASS
Location: Delbianco Italian Restaurant, 423 Madison Ave
New York City, NY 10017
08:30 - 12:15
Goldman Sachs
Location: 200 West Street, New York, NY 10282
13:00 - 15:00
Ares
Location: 245 Park Ave 44thfloor, New York, NY 10167
15:30 - 16:30
Citadel
Location: 425 Park Ave, New York 10022
08:15 - 11:00
PIMCO
Location: 1633 Broadway Ave
08:15 – 08:30
Breakfast and Welcome Remarks, Barbara Clancy
8:30 – 9:15
Economic Outlook, Allison Boxer
9:15 – 9:55
Fixed Income & U.S. Interest Rates Outlook, Tony Crescenzi
9:55 – 10:00
Break
10:00 – 10:30
PIMCO Update & Opportunities in Private Markets, Emmanuel Roman
10:30 – 11:00
Emerging Markets & Global Opportunities, Pramol Dhawan
12:00 - 16:00
MORGAN STANLEY
Location: 1585 Broadway, 31st Floor
16:30 - 18:00
UBS
Location: 1285 Avenue of Americas
- Hedge Funds, Seth Toney
08:30 - 11:30
KKR
Location: 30 Hudson Yards, New York, NY 10001
13:00 - 14:00
THIRD POINT
Rafael de Fex
- Managing Director & Latam Distribution Head
- Blackstone
Adam Jenkins
- Sr. Managing Director, Portfolio Operations
- Blackstone
Vik Sawhney
- Chief Administrative Officer
- Blackstone
Stephen A. Schwarzman
- Presidente, Director Ejecutivo y Cofundador
- Blackstone
John Rudge
- Partner
- Lexington Partners
Victor Wu
- Partner
- Lexington Partners
Clark D. Peterson
- Partner
- Lexington Partners
Jeffrey Bloom
- Managing Director, New York
- Lexington Partners
Emilio Aldunate
- Director
- Lexington Partners
Kimi Ampolu
- Associate
- Lexington Partners
Barbara Clancy
- Executive Vice President, Head of Latin America & Caribbean
- PIMCO
Allison Boxer
- Senior Vice President
- PIMCO
Tony Crescenzi
- Portfolio Manager, Market Strategist
- PIMCO
Emmanuel Roman
- CEO & Managing Director
- PIMCO
Pramol Dhawan
- Gestor de Carteras
- PIMCO
Stephen Schatzman
- Managing Director and Co-Head of Corporate Credit
- Third Point
Stoyan Hadjivaltchev
- Managing Director, Equities
- Third Point
Seth Toney
- Senior Portfolio Specialist Executive Director
- UBS
Russell (Russ) Sinder
- Senior Investment Officer
- UBS
Daniel Gordonos
- Head of Hedge Funds
- Vinci Compass
Jaime de la Barra
- Partner, Director and Global Head of IP&S
- Vinci Compass
Sponsors
