Risk • Event Driven • Distressed Intelligence




Monday, May 13, 2019. The Harvard Club of NYC

If you have already RSVP’d and received a confirmation, your place is secured and we look forward to seeing you on May 13

Platinum Sponsor

The crucial year for Argentina

The Latin American country is already deep into a confusing electoral process, as President Mauricio Macri faces increasing unpopularity and a possible face-off with Roberto Lavagna, a moderate Peronist who wants to run as long as he can build a strong coalition. The economy continues to deteriorate, despite the USD 57bn IMF agreement. Inflation and ARS depreciation are still hurting Argentine companies, which have halted investments and are scrambling to keep operating. What can we expect from the next president? What are the odds of a comeback for Cristina Fernandez de Kirchner?

Rhetoric risk rising from Brazil to Mexico

Investors looking at Mexico and Brazil are feeling the effects of rhetoric, whether from right or left. Andres Manuel Lopez Obrador, aka AMLO, and Jair Bolsonaro are two sides of the same coin. AMLO’s challenge is the ambition and scope of his proposals, as he tries to change Mexico’s entire economic model with increased state intervention, a review of contracts and centralized administration. Bolsonaro could be stymied by his weak political skills, hindering efforts to approve a new pension regime that many economists see as necessary for Brazilian prosperity.

Several Mexican corporates are suffering the effects of the Mexican instability. What will happen with CFE contracts? Will the government help Pemex and dodge a downgrade to junk? And if a downgrade materializes, what kind of sell-off can investors expect?

In Brazil, the honeymoon between the Congress and the government is over. How much patience do investors have for Bolsonaro? How will a delay in pension reform affect investors? And what happens if it never gets approved?


Sergio Berensztein

President & CEO, Berensztein

Jean-Dominique (JD) Bütikofer

Head Emerging Markets Fixed Income, Voya Investment Management

Damian Fraser

Managing Partner, Miranda Partners

Helio Novaes

Managing Director, Alvarez & Marsal

Ignacio Quesada

Managing Director, Alvarez & Marsal

Nermis Rosario

Vice President, AIG

Gabriel De Sanctis

Co-Founder, CEO REDD Intelligence Asia, REDD Intelligence

Ray Zucaro

Founder and CIO, RVX Asset Management

Private event by invitation only.
Regretfully closed to the press.

For more information, sponsorship
and speaking opportunities please contact:

5:00 pm - 7:00 pm
7:00 pm - 8:30 pm
Cocktail Reception
Institutional Partnership