1 July 2015
São Paulo

SWIFT Business Forum Brazil 2015

Agenda

Wednesday, 1 July 2015

08:00 – 09:00 a.m.

Registration

09:00 – 09:30 a.m.

Welcome from SWIFT

  • Edward Adams, Head of Business Development, SWIFT Americas  
  • Chris Church, Chief Executive - Americas, SWIFT
  • Christina Hutchinson, Head of Brazil Office, SWIFT Americas

09:30 – 10:30 a.m.

ISO 20022: Accelerating the Pace of Adoption in Brazil

ISO 20022 is being implemented in multiple jurisdictions around the globe and has reached a 'tipping point' in its maturity cycle. What is being adopted and where? What are the drivers of this faster-paced adoption? How is SWIFT supporting these adoption communities and what tools and services are available to help accelerate the roll-out?

Moderator:

  • Liliane Dutra, CEO, Integração e Padronização para o Mercado Financeiro Global (IPMF Global)

Speakers:

  • Ricardo Alcofra, Director, IT Systems Development, BTG Pactual
  • Danilo Barbieri, Country Head, Securities Services - DTVM, Santander Brazil
  • Ricardo Soares, Managing Director for Securities Operations, ITAU
  • Joaquim Kavakama, CEO, Camara Interbancaria de Pagamentos

10:30 – 11:00 a.m.

Coffee Break

11:00 – 11:30 a.m.

Product Showcases

11:30 - 12:30 p.m.

Work Sessions I

12:30 – 1:30 p.m.

Lunch

1:30 – 2:00 p.m.

Brazil and SWIFT working together

The session will cover the SWIFT strategy in Latin America including how engagement with local user groups enables countries in the region to promote their requirements and foster industry collaboration. A focus will be on how the Brazilian market can benefit from this model.

  • Jairo Namur, Head of Latin America, SWIFT Americas

2:00 – 3:00 p.m.

Work Sessions II  

3:00 - 4:00 p.m.

Exploring the Post-Trade Conundrum:  How to Increase Efficiency and Harmonization through Standardization and Technology

Standards are being implemented in multiple jurisdictions around the globe and it has reached a 'tipping point' in its maturity cycle. Standards are an enabler for overcoming business challenges in the securities post-trade space. What is being adopted where? What are the drivers of this faster-paced adoption and harmonization? How can new products and services help market participants meet their integration, connectivity, and standardization needs? How can institutions integrate this new enabling technology in plans for improving automation and lowering cost and risk in operational processes? What is the effect of new regionalization initiatives such as T2S, MILA, and ASEAN? What are some of the new technological innovations in the market?  What are the challenges for the market? What is the Brazil’s view as a major securities player? All these questions and topics will be explored and debated on our panel with leading industry experts.

Moderator:

  • Daniel Celano, CFA, Country Head, Brazil, Schroder Investment Management Brazil

Speakers:

  • Fernando Beyruti, Managing Director, Itau Bank
  • Aecto Pinto, Vice President of the Qualified Services Committee, ANBIMA
  • Carlos Augusto Salamonde, Head of Asset Servicing Brazil/LatAm Managing Director, BNY Mellon
  • Simeon Zone, Head of Custody, Clearing and Settlement, Secutities Services, BNP Paribas Brazil

4:00 - 4:30p.m.

Coffee Break

4:30 - 5:30 p.m.

Navigating global financial regulations and understanding their local reach. What is the impact for Brazilian financial institutions?

In light of increased due diligence expectations and increasingly specific legislative mandates, financial institutions are re-evaluating their cross-border risk activities. Banks around the globe and in Brazil must figure out how to balance the needs of a client against the requirements of the regulator while satisfying shareholder demands. What are the key global regulations and tendencies which impact Brazilian banks and their practices? How do local financial regulations conflict with global regulations and which guidelines are complementary? How can technology play a key role in managing multiple ever-changing requirements from global and local regulatory bodies? The discussion will include an interactive discussion from members of the private sector as well as representatives of the public sector.

Moderator:

  • Carolina Bezerra, Executive Director, AML, BTG Pactual

Speakers:

  • Ricardo Dollinger, Head of Compliance for Latin America, Morgan Stanley
  • Margarida Smith, Chief Country Compliance Officer, Banco Citibank S.A.
  • Jose Petronilho, Executive Superintendete, Banco Bradesco S.A.

5:30 - 7:30 p.m.

Welcome Cocktail Reception