www.BondsLoansBrazil.com MARKET INSIGHTS · BUSINESS DEVELOPMENT · NETWORKING · INDUSTRY LEADERSHIP · ROUNDTABLES Gold Sponsor: Cocktail Sponsor: Silver Sponsors: Bronze Sponsors: Bonds, Loans & Derivatives Brazil is already a yearly landmark for credit and capital markets in Brazil, especially now that the domestic capital market is transforming itself into a real alternative for funding Brazilian companies. The seminar was a great opportunity to both interact with top finance executives and to discuss current issues and trends in an international context. Júlio Ramundo, Suzano Senior speakers and access to behind the scene market insights Sovereign and Corporate Issuers • Marcelo Feriozzi Bacci, Chief Financial Officer, Suzano 8% 28% • Raul Cadena, Chief Financial Officer,Votorantim Law Firms Corporates and FI Energia issuers • Adolfo Saschida, Secretary of Economic Policy, 18% Secretariat of Economic Policy, Ministry of Economy Investors Speaker • Carlos Gradim, Senior Consultant, Treasury, Biosev • Eduardo Masson de A. Martins, Financial Director, Breakdown EDP Brasil 19% • Fernando Lobo, Treasury Director, BASF Banks • Gabriel Luaces, Chief Operating Officer,Atlantic Energias 27% Advisors, Economists • José Franco Morais, Undersecretary of Public Debt, & Government National Treasury of Brazil • Joelmir Silvestre Baumgratz, Senior Treasury Manager, Azul Linhas Aéreas Brasileiras • Julio Cesar Maciel Ramundo, Corporate Finance Director, Suzano • Pedro Bruno, Secretary of Energy and Airports Bonds, Loans & Derivatives Brazil is the Coordination, Special Secretariat of the Investment Partnerships Program (SPPI) best credit and debt capital markets event Investors in Brazil, congregating a wide variety of • Caio Figueiredo, Chief of Staff, Secretariat of Infrastructure, Ministry of Economy borrowers, lenders and service providers. A • Bruno Moraes, Director, Actis • Pedro Calhman, Subsecretary of Macroeconomic one-stop shop to gather timely information • Daniel Eskinazi, Managing Director, Darby Policy and Infrastructure Financing, Secretariat of in panels and network with high-level Overseas Investment Economic Policy, Ministry of the Economy market participants. • Jonatas Couri, Partner, Leaf Capital Partners • Luiz Armando, Head of Structured Products, Daniel Eskinazi, Darby Private Equity Votorantim Asset Management • Michael Fridman, Senior Structured Products and Fixed Income Analyst, Rio Bravo Investimentos 2 www.BondsLoansBrazil.com Senior speakers and access to behind the scene market insights Advisors and Market Practitioners • Alexei Remizov, Managing Director, Latin America Global Capital Markets, HSBC • Achilles Suarez, Managing Director, Brazil Corporate Finance Team, Sumitomo Mitsui Banking Corporation (SMBC) • Alexandre Miranda, Director, Sumitomo Mitsui Banking Corporation (SMBC) • Arthur Rubin, Head Capital Markets NY, SMBC Nikko Securities America • Claudio Pitchon, Head of Corporate & Investment Banking Brazil, Mizuho Bank • Daniel Kastholm, Managing Director, Fitch Ratings • Diego Ocampo, Senior Director and Sector Specialist, Corporate Ratings, S&P Global • Ely Mizrahi, AVP-Analyst, Moody’s Investors Service • Gordon Kingsley, Managing Director and Head of Latin America Debt Capital Markets Origination, Credit Agricole CIB • Jaime Frontera, Managing Director, Loans Syndications, Credit Agricole CIB Marcelo Bacci, Chief Financial Officer,Suzano • Luiz Homero Distrutti, Project Finance, ING Bank • Marina Anselmo Schneider, Partner, Mattos Filho, Veiga Filho, Marrey Jr. E Quiroga Advogados • Milton Pinatti Ferreira de Souza, Partner - Capital Markets, Lobo De Rizzo Advogados • Nathan Nelson, Regional Vice President, Latin America, Export Development Canada • Paloma Lima, Partner, Demarest Advogados • Sam Canineu, Country Manager, Brazil, ING Bank • Silvio Cascione, Senior Analyst, Latin America, Eurasia Group • Thiago Giantomassi, Partner, Capital Markets, Demarest Advogados • Ivan Magalhães Junior, President’s Advisor, BNDES Marina Anselmo Schneider, Partner, Mattos Filho, Veiga Filho, Marrey Jr. E Quiroga Advogados www.BondsLoansBrazil.com 3 Bringing buyers and sellers together to conduct business REASONS TO ATTEND 1 Deal case studies of recent successful transactions from Suzano and the Bonds & Loans Latin America deals of the year awards ceremony 2 160+ Issuers and Investors attended 3 30+ Investors and Fund Managers attended 50+ Regional banks and Financial institutions attended 4 65+ CEOs, CFOs and Corporate Treasurers from 350+ 120+ Corporate Borrowers and Issuers attended Attendees 40+ Senior Level Speakers 120+ Corporates, Borrowers & Issuers Attended 20% Regional and International Banks Attended 4 Bringing buyers and sellers together to conduct business Bringing buyers and sellers together to conduct business Attended by top corporates • Adecoagro • EDP Energias Do Brasil • AEGEA I had an initial meeting with a potential • Eldorado Brasil • AES • EMBRAER client, which could become a deal. • AGV Logística • Fiagril • Algar Telecom • Gerdau Saulo Moraes, Move São Paulo • Alstom • Green Energy • Andrade Gutierrez • GRU Airport • Archer Daniels Midland Company • Grupo Pão De Açucar • Arteris • Grupo Suzano • Atlantic Energia Renovavel • HabitaSec Securitizadora • Azul Linhas Aéreas Brasileiras • Inox-Tech Comercio De Acos • Barranda Comercio Internacional Inoxidaveis • BASF • LOG Commercial Properties • Bauducco GFC was able to set up nine 1x1 meetings on • Matec • Biosev • Natura Cosmeticos behalf of Fitch which was absolutely great. • Braskem • Neoenergia • BRK Ambiental An excellent opportunity to meet with new • Net Serviços De Comunicação • Brookfield Energy • Nokia issuers and build new relationships with • BSBIO • Novartis • Cargill high level of professionals. • Odebrecht • Carrefour • OEC • CASINO/PÃO DE AÇÚCAR • Omega Energia Renovável Nathalia Seoane, Fitch Ratings • CBMM - Companhia Brasileira De • Philips Metalurgia E Mineração (CBMM) • Phoenix Tower Participações • CCR - Companhia Concessoes • Porto Itapoa Rodoviarias (CCR) • Rumo SA • Celulose Irani • Scania • CIA Energ Minas Gerais (CEMIG) • SLC Agrícola • Comgás • State Grid Brazil Holding • Companhia Concessoes Rodoviarias • TEGMA Logistica (CCR) • Telefonica • Comparex Brasil • UNIGEL • Concessionária Move São Paulo • VLI Logistica • Construtora Quebec • Votorantim Cimentos • Copersucar • Votorantim Energia • Cosan • Walmart • CPFL Energias Renováveis • Zilor • CSN - Companhia Siderurgica Nacional • Vinci Concessions • Echoenergia 5 Roundtable Discussions: Intimate, Closed-door, Industry-led 2 Senior Treasury Managers The agenda of the roundtable represents the 11 CFOs ongoing evolution of Brazil’s capital markets, 3 20 from a young market to a mature market. We DCM Attendees Bankers are still talking about how to fully open up the market. This discussion needs to be had, and from my point of view, the roundtable 4 Treasurers is a very good opportunity for that. I expect these discussions to focus more on long-term opportunities in the credit markets. I enjoyed my time at the roundtable, and hopefully in future sessions we will cover increasingly more sophisticated themes. Felipe Bomfim,Patria Investments The CFO Roundtable was a great opportunity to both interact with top finance executives and to discuss current issues and trends in an international context. Suzano had the chance to show its commitment with the green finance agenda; in my panel I could share our perspectives with executives that lead this topic internationally. Julio Ramundo, Suzano 6 Roundtable Discussions: Intimate, Closed-door, Industry-led I was glad to take part in the CFO roundtable on the morning of the conference. It was great to gather the perspectives of fellow corporate financiers and chiefs. These kinds of multilateral discussions are really important, because if you limit your networking to people from your own sector, you may not see the big picture and miss out on outside-the-box solutions. Joelmir Silvestre Baumgratz, Azul Airlines I very much liked the roundtable, Yevgeny was a great chairman. To listen to experiences regarding Syndicated Loans, Green Bonds, Structured Loan, Incentive Debentures Fintechs and FIDIC was very important to me. Marcus Giraldes, Natura Cosmeticos 7 CompaniesCompanies that that attended attended Bonds, Bonds, Loans Loans & Derivates & Derivatives Brazil 2019 Brazil 2019 The networking event of the year ABRACAM BRK Ambiental Dk System Machado Meyer Santander Actis Brookfield Energy Echoenergia Mar Ventures Santander Asset Management Adecoagro BSBIO EDP Energias Do Brasil Matec Santos Neto Advogados AEGEA Business to us (B2US) Eldorado Brasil Mattos Filho, Veiga Filho, Marrey Jr. E Scania AES Caixa Economica Federal EMBRAER Quiroga Advogados Secretaria do Governo AGV Logística Cargill Enel Mineração Usiminas Secretaria Do Tesouro Nacional (STN) Albert Einstein Carrefour Engie Ministry of Economy, Brazil SLC Agrícola Algar Telecom CASINO/PÃO DE AÇÚCAR Entrevias Mizuho Bank SMBC Nikko Securities America Alstom CBMM - Companhia Brasileira De Metalurgia EUBR Moody’s Investors Service SP Parcerias Andrade Gutierrez E Mineração (CBMM) Eurasia Group More Invest SPIC BRASIL Archer Daniels Midland Company CCR - Companhia Concessoes Rodoviarias Export Development Canada Natixis State Grid Brazil Holding (CCR) Arpejo Invest EY Natura Cosmeticos Sterlite Power CELA - Clean Energy Latin America Arteris Fairfax Brasil Neoenergia Celulose Irani Struttura Desenvolvimento e Financiamento Atlantic Energia Renovavel Faro Energy Net Serviços