DMS to hosts offshore funds summit in Brazil
(CNS Business): DMS Offshore Investment Services (DMS) will host its 4th Annual Offshore Investment Funds Summit in São Paulo, Brazil, on 18 November. The firm said that this year’s summit will focus on the opportunities and challenges for Brazilian asset managers seeking to raise capital offshore, and developments in the local market with investment diversification and institutional fundraising. The summit will also examine new international regulations impacting the fund industry.
DMS Founder Don Seymour and Executive Director Francine Balbina will be joined by several leading industry experts speaking at the conference. The roster comprises Alan Craig, Partner at Campbells law firm; Alper Ince, Managing Director and Partner of Pacific Alternative Asset Management; Fred Jacobs, Managing Director of SS&C Global Op Alternative Investment Division; Ana Cecilia Manente, Partner in the firm of Levy & Salomão Advogados’ Corporate & Capital Markets Group; Cary J. Meer, Partner in K&L Gates’ Washington, D.C. office; Daniel Walter Maeda Bernardo, who is responsible for the management of registrations and authorizations at Brazil’s Comissao de Valores Mobiliarios (CVM); Dara Chapman, Founder of DLC Consulting; Francisco Reis, Jr., an executive with the Pension fund Division of Grupo Icatu; Leonardo Camozzato, Managing Partner at HMC Itajuba; Luke Wilson, a Managing Director with ACA Compliance Group and Thomas Hickey III, Partner and business lawyer with Foley & Lardner LLP.
“Changing dynamics in the international financial markets and new and increasing international regulations present us with a timely opportunity to discuss their impact on Brazilian fund managers and the Latin American financial markets in general,†stated Anne Storie, Chief Executive Officer of DMS. “We have assembled a strong line-up of experts who will each bring to the summit unique and well-informed perspectives, based on their market experiences.â€
Previous summits have attracted hundreds of hedge fund managers, investors, lawyers and finance professionals and the organizers are expecting similar participation at this year’s event.
Allied with the summit, DMS will also host a workshop on the Foreign Account Tax Compliance Act (FATCA) for Brazilian media representatives. Brazil signed an intergovernmental agreement with the U.S. in September for the automatic exchange of tax information, under FATCA.
Balbina noted, “DMS is pleased to once again work with several partners to bring this summit to fund managers in Brazil. From our experience in the market, we are aware that many are looking for information and opportunities for pension and other investments that can be done offshore. We hope this summit will help them to better understand not only the market prospects, but the regulatory requirements that they will need to meet, as it has done in the past.â€
DMS opened its São Paulo office in 2010 and hosts the annual summit to bring together industry professionals in Brazil to gain real insights into investor expectations, market developments and opportunities for business growth.
This year’s summit is supported by Campbells, SS&C Globe Op, the Alternative Investment Management Association (AIMA), LatAm Alternatives, Brazilian American Chamber of Commerce, Bloomberg, CME Group, INOVA and Capital Aberto.
The summit will be held at the Tivoli São Paulo-Mofarrej hotel in São Paulo.
Category: Finance, Financial Services