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and Opportunities

Date: October 24th, 2017

Local: B3 – Rua XV de novembro, 275,
Centro - 1st Floor, São Paulo/SP



The Conference is a joint initiative of the Association of Capital Markets Analysts and Investment Professionals (Apimec) and the Principles for Responsible Investment (PRI), focused on investment professionals and other market participants or people interested in the topic, with the purpose of discussing Environmental, Social and Corporate Governance (ESG) criteria in investment analysis and decision-making. This year's topic is fiduciary duty, focusing on the responsibilities and opportunities related to the integration of these criteria, especially at a time when the current scenario demonstrates a trend to responsibly allocate capital, understanding related impacts.

This event will grant two credits in Apimec’s Continuing Education Program (PEC)

As part of the discussions and complementing the content, we are making available CVM’s new publication (Portuguese version Only), produced by Apimec and entitled TOP Investment Analysis, offering study material and presenting ESG criteria in an exclusive chapter.

Click here to download the book "TOP Análise de Investimento”.


Andrés Perilla

Andrés Perilla

Responsible investment and sustainable business specialist, Bancolombia Group

Environmental Engineer, Master in Environment, with over 10 years experience in consulting and technical assistance to the public and private sector in Environmental Management and Sustainability. Currently I am a Senior Sustainability Specialist for Grupo Bancolombia, in charge of leading sustainability strategies such as Corporate Eco-Efficiency, Supply Chain Sustainability, Climate Change and Responsible Investment.

Rob Lake

Rob Lake

Partner, Rob Lake Advisors

Founder, Authentic Investor; Executive Coach Rob Lake works in the interconnected areas of sustainability, investment and people. Within the financial system, Rob helpsinstitutional investors shape their strategy to respond to the challenges of sustainability and long-term investment, ensuring that it is anchored in their purpose and values as organisations. As an independent consultant he has worked with investors in Australia, Canada, Iceland, the Netherlands, Norway, Sweden, Singapore, the UK and the US. He has also been an advisor to UNEP and the OECD.

Rob is the founder of Authentic Investor, an initiative to reconnect values and value in investment and finance. Authentic Investor holds events to enable people to re-discover what is most important to them and to explore ways to reflect this more fully in their work. Rob also works as an executive coach to support people in responsible investment, corporate sustainability and other roles, at all levels in organisations, to achieve their full potential, bring their whole selves to work and be who they really want to be.


8:00 am
- 8:45 am
Registration and welcome coffee
8:45 am
- 9:00 am

Ricardo Martins
President, APIMEC Nacional

Rogério Araújo Santana
Director of Investor Relations, B3

Tatiana Assali
Head of Latin America, PRI

9:00 am
- 9:45 am

Eliane Lustosa
Managing Director of Capital Markets Division (CMD), BNDES

9:45 am
- 10:05 am
Coffee Break
10:05 am
- 12:05 pm
Panel 1: Fiduciary Duty of Institutional Investors

Fabio Lacerda Carneiro, Deputy Head, Banco Central do Brasil
Marcelo Seraphim, Coordenador-Geral de Orientação Previdenciária, Previc
Marina Procknor, Partner, Mattos Filho Advogados
Mauro Cunha, President, AMEC
Ricardo Tadeu Martins, President, APIMEC Nacional
Moderator: Tatiana Assali, Head of Latin America, PRI

12:05 pm
- 1:15 pm
1:15 pm
- 2:00 pm

Rob Lake, Partner, Rob Lake Advisors

Value and Values in Institutional Investment: international perspectives

2:00 pm
- 3:30 pm
Panel 2: The Responsibility of Information - Communicating ESG data to the Market

Antonio Joaquim de Oliveira, CEO and IRO, Duratex
Haroldo Levy, Coordinator, CODIM
José Alexandre Vasco, Head of Investor Protection and Assistance, CVM
Marcel Barros, Director, PREVI
Ricardo Zibas, Managing Director, Head of the sustainability area in Brazil and South America, KPMG
Moderator: Roberto Sousa Gonzalez, Director, Bússola Governança

3:30 pm
- 3:45 pm
Coffee Break
3:45 pm
- 4:05 pm
Bancolombia´s Sustainability and Responsible Investment Strategy

Andres Perilla, Responsible investment and sustainable business specialist, Bancolombia Group

4:05 pm
- 5:30 pm
Panel 3: Integrating ESG to Asset Analysis and Management

Raquel Marques da Costa, Analyst ESG, BRAM - Bradesco Asset Management
Marco Saravalle, Equity Research, XP Investimentos
Patricia Queiroz, Investments Analysis Manager, Fundação Real Grandeza
Renato Eid Tucci, Portifolio Manager, Itau Asset Management
Moderadora: Maria Eugênia, Partner, RESULTANTE Consultoria Estratégica

5:30 pm
- 5:45 pm

Eduardo Werneck, Vice President, APIMEC Nacional
Lucy Sousa, President, APIMEC SP

Download PDF Version of Schedule


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This event will issue a participation certificate.

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Phone: 55 11 3104-1491