AFP Capital – Viaje New York
12:30 - 13:00
AQR Bienvenida/ Introducción (Almuerzo)
Dirección: One Greenwich Plaza, Greenwich, CT 06830
13:00 - 14:30
AQR Systematic Macro Models – Países y Divisas
14:30 - 15:00
AQR Discretionary Macro Models – Duración y USA
15:00 - 15:30
AQR SS Models – Modelo Selección Acciones
15:30 - 16:00
16:00 - 17:00
Traslado desde AQR hacia WisdomTree
Conductor: Sergio Brandao
Celular: +1-917-863-9173
17:15 - 18:00
Bienvenida / Global Outlook & Posicionamiento WisdomTree
Dirección: 250 W. 34th Street, 3rd Floor, New York, NY 10119
18:00 - 18:30
14:00 - 14:15
Bienvenida/ Introducción
Dirección: 345 Park Ave – 43 Board of Directors
14:15 - 15:15
BX Private Equity Market Outlook
15:15 - 15:30
15:30 - 16:00
08:30 - 09:15
Economic Outlook
Dirección: 1633 Broadway Ave – 45th floor (Sala Carnegie)
09:15 - 10:00
10:00 - 10:45
Opportunities in Asset-Based Lending
16:30 - 17:00
Outlook Global & Latam: Foco en Mexico, Brasil y Argentina
Dirección: 590 Madison Avenue, 33rd Floor, New York, NY 10022
17:00 - 18:00
Best Ideas Latam desde la Perspectiva de un Hedge Fund Manager Latinoamericano
18:00 - 18:30
Update Latam Private Markets & Products ideas & Co-investments
19:00 -
Comida con Vinci Compass
Avra Madison
Dirección: 14 E 60th St, NY 10022
12:00 - 12:45
12:45 - 13:30
Jorge Fernández-Cuervo
- Executive Director
- AQR Capital Management
Hernán Gazze
- Executive Director
- AQR Capital Management
Jonathan Fader
- Managing Director
- AQR Capital Management
Dave Kershner, CFA
- Managing Director
- AQR Capital Management
Daniel Villalon, CFA
- Principal
- AQR Capital Management
Jeremy Schwartz, CFA
- Global Chief Investment Officer
- WisdomTree
Liqian Ren
- Director of Modern Alpha
- WisdomTree
Matthew Pedley
- Senior Managing Director and the Head of Institutional Client Solutions in the Americas for Private Equity-related strategies
- Blackstone
Prakash Melwani
- Sr. Managing Director & Chief Investment Officer
- Blackstone
Jonathan Gray
- President & COO
- Blackstone
Brad Marshall
- Sr. Managing Director
- Blackstone
Allison Boxer
- Senior Vice President
- PIMCO
Yacov Arnopolin
- Portfolio Manager
- PIMCO
Harin da Silva
- Managing director and portfolio manager
- PIMCO
Preeyam Gandhi
- Senior Vice President, Product
- PIMCO
Adrian Alonso
- Managing Director
- Vista Equity Partners
Brendan Renehan
- Managing Director
- Vista Equity Partners
José Carlos Carvalho
- Partner, Head of Economic Department & Data Science
- Vinci Compass
Pedro Quintella
- Partner, Head of Structuring and Investor Relations
- Vinci Partners
Daniel Gordonos
- Head of Hedge Funds
- Vinci Compass
Raimundo Valdés
- Socio y Country Head Chile
- Vinci Compass