R$375 million share offer: Banco Pactual SA, Banco UBS SA, Companhia de Concessões Rodoviárias - International Law Office - Deal Information

Size: px
Start display at page:

Download "R$375 million share offer: Banco Pactual SA, Banco UBS SA, Companhia de Concessões Rodoviárias - International Law Office - Deal Information"

Transcription

1 Firm: Banco Pactual SA Banco Pactual SA Asset Manager Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden R$375 million share offer: Banco Pactual SA, Banco UBS SA, Companhia de Concessões Rodoviárias - International Law Office - Deal Information Companhia de Concessões Rodoviárias (CCR) has completed a primary offering of R$375 million in common shares to Brazilian investors and qualified institutional investors in the United States. CCR offered 16 million common shares, representing 15.83% of... International Law Office May 18, 2004 inappropriate or irrelevant content Goldman Loses Top Brazil Executives as Growth Plan Halted In 1998, Goldman Sachs tried to buy Banco de Investimentos Garantia SA, which was acquired by Credit Suisse Group AG. Seven years later it sought to purchase Banco Pactual SA, an investment bank eventually acquired by UBS AG. Pactual was sold back to BTG... Bloomberg August 5, 2013 inappropriate or irrelevant content Banco Pactual SA HSBC Holdings Plc could select a preferred bidder for its struggling Brazilian unit as early as next month, with the sale expected to be finalized by August, three sources with knowledge of the process said. Uber, Banco Santander partnership on car loans... Economic Times July 27, 2015 inappropriate or irrelevant content

2 UPDATE 1-Brazil's XP parts ways with asset manager, sources say Before joining XP Gestão, O'Grady was a partner at Pollux Capital between 2006 and 2012, and a senior executive at Banco Pactual SA's asset management division for 15 years. Banco Pactual is the predecessor of what is now Grupo BTG Pactual SA, Latin... Reuters November 17, 2015 inappropriate or irrelevant content XP Investimentos Partner Patrick O'Grady Leaves as Unit's CEO O Grady, who had been at the helm of XP s asset management unit since 2012, was a partner at Pollux Capital between 2006 and 2012, and a senior partner at Banco Pactual SA s asset management division for 15 years, according to XP s website. Bloomberg November 17, 2015 inappropriate or irrelevant content BOA Names New Latin American Investment Head Prior to working with Bank of America, Bettamio worked for UBS AG and Banco Pactual SA, the media outlet said. Bettamio has also served as Merrill Lynch s Brazil CEO. Reuters was not able to reach Bank of America for comment on the rumor. For more on the... PYMNTS.com September 18, 2013 inappropriate or irrelevant content Banco do Brasil in talks to buy 49 percent of Plural -Veja Plural, based in Sao Paulo, is led by RodolfoRiechert and Andre Schwartz, both seasoned dealmakers who workedfor BTG's predecessor, Banco Pactual SA, during most of the pastdecade. Banco do Brasil is currently in talks with Banco VotorantimSA, of which it... Yahoo Finance October 15, 2013

3 inappropriate or irrelevant content Brazil Police Arrest CEO of Brazilian Bank BTG Pactual in Corruption Probe A mathematician by training, Esteves started as a computer technician at BTG Pactual s predecessor, Banco Pactual SA, at age 21. Under Brazil s constitution, the Senate can approve or overturn the Supreme Court decision to arrest a senator. Still... tjcnewspaper.com November 29, 2015 inappropriate or irrelevant content UPDATE 2-BTG Pactual scrambles to contain Esteves arrest fallout A mathematician by training, Esteves started as a computer technician at BTG Pactual's predecessor, Banco Pactual SA, at age 21. He is now worth about $2.2 billion, according to Forbes Magazine. "Esteves is a key manager at BTG and a prolonged absence... Reuters November 26, 2015 inappropriate or irrelevant content BTG Pactual's 32-Year Timeline 2010: BTG, Petroleo Brasileiro SA and other partners, including pension funds Funcef and Petros, team up to create oil-rig supplier Sete Brasil Participacoes SA, which has also been ensnared in the Carwash corruption scandal. * 2011: BTG Pactual agrees to... Bloomberg December 1, 2015 inappropriate or irrelevant content UPDATE 1-BTG Pactual scrambles to contain Esteves arrest fallout A mathematician by training, Esteves started as a computer technician at BTG Pactual's predecessor, Banco Pactual SA, at age 21. He is now worth about $2.2 billion, according to Forbes Magazine. Reuters

4 November 25, 2015 inappropriate or irrelevant content UPDATE 1-Brazil's XP parts ways with asset manager, sources say Before joining XP Gestão, O'Grady was a partner at Pollux Capital between 2006 and 2012, and a senior executive at Banco Pactual SA's asset management division for 15 years. Banco Pactual is the predecessor of what is now Grupo BTG Pactual SA, Latin... CNBC November 17, 2015 inappropriate or irrelevant content BTG Pactual scrambles to contain Esteves arrest fallout A mathematician by training, Esteves started as a computer technician at BTG Pactual's predecessor, Banco Pactual SA, at age 21. He is now worth about $2.2 billion, according to Forbes Magazine. (Editing by Carmel Crimmins, Christian Plumb and Andrew Hay) Yahoo! November 25, 2015 inappropriate or irrelevant content UBS's Deal for Brazilian Bank Whets Its Acquisitive Appetite The purchase of Banco Pactual SA, announced yesterday, is UBS's largest since its $12 billion acquisition of brokerage house Paine Webber in 2000, and is part of a strategy to bulk up its fixedincome, commodities and emerging-markets businesses. Wall Street Journal May 9, 2006 inappropriate or irrelevant content Bank of America names Bettamio as Latin America head, source says Bettamio, a former UBS AG and Banco Pactual SA banker who was made Bank of America Merrill Lynch's Brazil CEO in Sept. 2008, will be based in New York, said the source, who declined to be identified. Bank of America Merrill Lynch, the bank's investment...

5 Reuters September 18, 2013 inappropriate or irrelevant content UBS Said to Get Brazil Bank License After Two-Year Wait UBS decided to establish a Brazilian unit after selling its Banco Pactual SA unit in 2009 for $2.5 billion to billionaire Andre Esteves and his partners, who created Banco BTG Pactual SA. A bank license allows UBS to offer broader products and services... Bloomberg November 12, 2012 inappropriate or irrelevant content Argentina s second biggest soybean producer expands in Brazil; plans shares sale Argentina s Grobocopatel family and Brazil s Grupo Vinci Partners, an investment company set up by former Banco Pactual SA partner Gilberto Sayao, are among shareholders in LG Agronegocios. Credit Suisse Grupo AG, Banco Itau BBA SA, Banco BTG Pactual... MercoPress June 2, 2011 inappropriate or irrelevant content Goldman-Samba? Bank Ups Brazilian Presence Sachs tried again in 2005 to buy its way into Brazil, offering to acquire Banco Pactual SA, but again its efforts were stymied when the bank sold to UBS (NYSE:UBS). Goldman s latest effort comes in a push to establish itself as a regional leader in time... Yahoo Finance June 27, 2011 inappropriate or irrelevant content UBS to seek Brazil CEO UBS decided to establish a Brazil unit after selling Banco Pactual SA in April 2010 for $2.5 billion to

6 Andre Esteves and his partners, who created Banco BTG Pactual SA. UBS declined to comment, said an official who asked not to be named in accordance with... Gulf News September 6, 2012 inappropriate or irrelevant content UBS buys Brazil's Banco Pactual ZURICH, Switzerland, May 9 (UPI) -- Switzerland's UBS AG bank is buying Brazil's Banco Pactual SA in a deal that could be worth about $2.5 billion. The transaction includes a payment of $1 billion, and a further payment of as much as $1.6 billion in five... United Press International May 9, 2006 inappropriate or irrelevant content UBS buys Banco Pactual UBS AG, the Zurich, Switzerland-based bank announced that it will purchase Banco Pactual SA, a Brazilian financial services company, for approximately $2.5 billion. UBS said it will pay $1 billion upfront, with a further payment in five years of up to $ Investment News May 8, 2006 inappropriate or irrelevant content YPF to join Venezuela s Deltana gas project STAKE PURCHASE IN BRAZIL Brazil's Banco Pactual SA agreed to pay US$1.53 billion for a 50 percent stake in African oil and gas exploration and production assets of Brazilian state-run oil company Petroleo Brasileiro, the companies said in a statement... Buenos Aires Herald June 14, 2013 inappropriate or irrelevant content UBS to buy Brazilian bank for up to $2.6 billion

7 ZURICH, Switzerland UBS AG, Switzerland's largest bank, said Tuesday it will purchase Brazilian financial services company Banco Pactual SA for up to $2.6 billion as part of an effort to expand operations in emerging markets. UBS said it would pay $1... NBC News May 10, 2006 inappropriate or irrelevant content Embraer and Bombardier Please Stockholders It is also entering the corporate-jet market, where it will go head to head with well-established competitors, among them Bombardier's Learjet and the Gulfstream jet, owned by General Dynamics Corp. But Rodrigo Pereira of Banco Pactual SA said he had few... New York Times March 2, 2001 inappropriate or irrelevant content UBS growth: game of catch-up These include its $386 million purchase of ABN Amro's global futures and options business in May and its $2.5 billion purchase of Brazilian investment bank Banco Pactual SA this month. Pittsburgh Post-Gazette December 18, 2006 inappropriate or irrelevant content People Moves - Citi, Deutsche, Mizuho, Morgan Stanley, RBS, RBS, Rothschild, Standard Chartered, UBS UBS decided to establish a Brazil unit after selling Banco Pactual SA in April 2010 for $2.5bn to Andre Esteves and his partners, who created Banco BTG Pactual SA. Here Is The City September 9, 2012 inappropriate or irrelevant content Bank of America names new Latin America head: source

8 Bettamio was a former banker at UBS AG and Banco Pactual SA. On September 2008, he was appointed chief executive officer for Bank of America Merrill Lynch's Brazil unit. Bettamio would be based in New York, said the same source who asked not to be... VENTURE CAPITAL POST March 22, 2015 inappropriate or irrelevant content BOA Names New Latin American Investment Head Prior to working with Bank of America, Bettamio worked for UBS AG and Banco Pactual SA, the media outlet said. Bettamio has also served as Merrill Lynch s Brazil CEO. Reuters was not able to reach Bank of America for comment on the rumor. For more on the... PYMNTS.com September 18, 2013 inappropriate or irrelevant content Argentina - Argentina s second biggest soybean producer Argentina s Grobocopatel family and Brazil s Grupo Vinci Partners, an investment company set up by former Banco Pactual SA partner Gilberto Sayao, are among shareholders in LG Agronegocios. Credit Suisse Grupo AG, Banco Itau BBA SA, Banco BTG Pactual... Meat Trade News Daily June 25, 2011 inappropriate or irrelevant content UBS acquires StanChart's Indian MF arm The bank last year bought Brazil's Banco Pactual SA, an investment banking and wealth management unit, for $2.6 billion. "The total size of the Indian mutual fund market is short of $100 billion, which is a fraction of where it could be in five or 10 years... Rediff India Abroad January 27, 2007 inappropriate or irrelevant content

9 Rio gains on Sao Paulo employs 110 people and has $5.8 billion under management. Gilberto Sayao, former co-owner of Rio-based investment bank Banco Pactual SA, set up his private equity and hedge fund last year in Leblon to make infrastructure investments. The firm has about $2... Stamford Advocate July 29, 2010 inappropriate or irrelevant content UBS owes Brazil tax agency $1.2 billion in back taxes UBS, which owned Banco Pactual SA between 2006 and 2009, sold the unit to a group led by Brazilian financier André Esteves for $2.5 billion in 2009 to raise money to cover credit-related losses in the wake of the global financial crisis of Reuters February 4, 2013 inappropriate or irrelevant content UBS owes Brazil tax agency $1.2 billion for Banco Pactual UBS, which owned Banco Pactual SA between 2006 and 2009, sold the unit to a group led by Brazilian financier André Esteves for $2.5 billion ( 1.8 billion) in 2009 to raise money to cover creditrelated losses in the wake of the global financial crisis... Times of Malta February 7, 2013 inappropriate or irrelevant content Goldman Increases Brazil Workforce Again, after seven years Goldman strived to purchase Banco Pactual SA, a top investment bank, which was later acquired by UBS AG (UBS) though sold back to BTG Partners in Goldman s closest competitors, JPMorgan Chase & Co. (JPM - Analyst... ZACKS June 27, 2011

10 inappropriate or irrelevant content No news for Banco Pactual SA right now. Check back soon! Powered by DISCLAIMERS

Tarpon Investimentos S.A

Tarpon Investimentos S.A Firm: Tarpon Investimentos S.A Tarpon Investimentos S.A Evaluator Founded in Hidden Hidden Hidden Hidden Eduardo Silveira Mufarej Headcount: Hidden Assets Under Management: Hidden Chief Executive Officer

More information

Antonio N. Piccirillo

Antonio N. Piccirillo Contact Antonio N. Piccirillo Partner São Paulo +55.11.3045.1250 New York +1.212.969.3905 apiccirillo@proskauer.com Antonio N. Piccirillo is the head of the São Paulo office and a member of the Latin America

More information

Banque de Commerce et de Placements

Banque de Commerce et de Placements Firm: Banque de Commerce et de Placements Banque de Commerce et de Placements Evaluator Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Iran holds money in Maltese

More information

Competitive benchmarking: the top 10 global wealth managers

Competitive benchmarking: the top 10 global wealth managers OVERVIEW Catalyst Summary Methodology EXECUTIVE SUMMARY INTRODUCTION Competitive benchmarking: the top 10 global wealth managers UBS, Credit Suisse, and Bank of America are the world's largest wealth managers

More information

This announcement is for information purposes only, and is not an offer for the sale of securities.

This announcement is for information purposes only, and is not an offer for the sale of securities. This announcement is for information purposes only, and is not an offer for the sale of securities. ANNOUNCEMENT OF THE CLOSURE OF THE PUBLIC OFFERING FOR THE SECONDARY DISTRIBUTION OF COMMON SHARES ISSUED

More information

Swisscanto Asset Management AG

Swisscanto Asset Management AG Firm: Swisscanto Asset Management AG Swisscanto Asset Management AG Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden UBS Plans Special Payout to Investors

More information

JP Morgan Chase Bank Safety Fact Sheet

JP Morgan Chase Bank Safety Fact Sheet 1. Bailout Amounts and Placement on the FSB List of Too-Big-To-Fail Banks JP Morgan Chase (JPM) received $25 billion in bailout funds 1 in the 2008-09 financial crisis. JPM is listed by the Financial Stability

More information

Merrill Lynch Banking & Insurance Conference

Merrill Lynch Banking & Insurance Conference Merrill Lynch Banking & Insurance Conference October 8, 2008 London Brady W. Dougan, Chief Executive Officer Cautionary statement Cautionary statement regarding forward-looking and non-gaap information

More information

Markets & Distribution Channels Research Report Series. Latin America Markets: Selective Opportunities & Continuing Risks

Markets & Distribution Channels Research Report Series. Latin America Markets: Selective Opportunities & Continuing Risks Markets & Distribution Channels Research Report Series Latin America Markets: Selective Opportunities & Continuing Risks December 2010 TABLE OF CONTENTS INTRODUCTION, KEY FINDINGS, & EXECUTIVE SUMMARY...15

More information

Genomma Lab Internacional Reports First Quarter 2018 Results

Genomma Lab Internacional Reports First Quarter 2018 Results HIGHLIGHTS EBITDA margin for Q1-2018 reached 22.6%, a 90 bps year-on-year increase SGM&A (1) expenses for Q1-2018 decreased by Ps.162.1 million year-on-year, a reflection of cost control initiatives U.S.

More information

Genomma Lab FOURTH QUARTER AND FULL YEAR 2015 RESULTS

Genomma Lab FOURTH QUARTER AND FULL YEAR 2015 RESULTS Mexico City, Mexico, April 27, 2016 Genomma Lab Internacional, S.A.B. de C.V. (BMV: LAB.B) ( Genomma Lab or the Company ), today announced its results for the first quarter ended March 31, 2016. All figures

More information

Brookside Capital Management, LLC

Brookside Capital Management, LLC Firm: Brookside Capital Management, LLC Brookside Capital Management, LLC Asset Manager Filing Details Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Represents

More information

Santander Latin American Conference. C a n c u n J a n u a r y

Santander Latin American Conference. C a n c u n J a n u a r y Santander Latin American Conference C a n c u n J a n u a r y 2 0 1 9 ISA CTEEP Financial Highlights Growth Opportunities & Valuation WHY TO INVEST AT ISA CTEEP? Strong Cash Generation No demand risk and

More information

Consolidated Financial Statements in IFRS Banco BTG Pactual S.A. and subsidiaries

Consolidated Financial Statements in IFRS Banco BTG Pactual S.A. and subsidiaries Consolidated Financial Statements in IFRS Banco BTG Pactual S.A. and subsidiaries with independent auditors report on the consolidated financial statements BANCO BTG PACTUAL S.A and subsidiaries Consolidated

More information

Financial Statements PPLA Participations Ltd. (previously denominated BTG Participations Ltd.)

Financial Statements PPLA Participations Ltd. (previously denominated BTG Participations Ltd.) Financial Statements PPLA Participations Ltd. (previously denominated BTG Participations Ltd.) December 31, 2017 with independent auditor s review report Financial statements Content Independent auditor

More information

Investor Presentation

Investor Presentation Investor Presentation 3Q10 Growth for the next 115 years SULAMÉRICA TODAY A Unique Kind of Insurance Company Ranking as independent pure play Brazilian insurance company not owned by a bank #1 Ranking

More information

E*TRADE Financial Corp Expected to Announce Earnings of $0.28 Per Share (NASDAQ:ETFC)

E*TRADE Financial Corp Expected to Announce Earnings of $0.28 Per Share (NASDAQ:ETFC) Firm: ETRADE FINANCIAL ETRADE FINANCIAL Service Provider Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden E*TRADE Financial Corp Expected to Announce Earnings of

More information

Project Serasa. Acquisition of Serasa. xx 26 June 2007

Project Serasa. Acquisition of Serasa. xx 26 June 2007 Project Serasa Acquisition of Serasa xx 26 June 2007 Agenda Overview Serasa and the Brazilian credit market Financial performance Transaction details Summary and Q&A 2 Serasa transaction summary Agreed

More information

Fabio A. Yamada. Proskauer.com. Partner. São Paulo New York

Fabio A. Yamada. Proskauer.com. Partner. São Paulo New York Contact Fabio A. Yamada Partner São Paulo +55.11.3045.1250 New York +1.212.969.3906 fyamada@proskauer.com Fábio Yamada is a partner in the Latin America Practice Group. His practice focuses mainly on advisory,

More information

Global Securities Lending Business and Market Update

Global Securities Lending Business and Market Update NORTHERN TRUST 2009 INSTITUTIONAL CLIENT CONFERENCE GLOBAL REACH, LOCAL EXPERTISE Global Securities Lending Business and Market Update Michael A. Vardas, CFA Managing Director Quantitative Management and

More information

466 deals $2.1bn $16.3bn

466 deals $2.1bn $16.3bn UK Investment Banking Review First Quarter 216 UK investment banking revenue in 1Q 216 totaled $1.bn, down 21% year-on-year. Deal volume from UK targeted M&A dropped 34% year-on-year to $49.3bn. The same

More information

2Q17 and 6M17 Earnings Release Resultados 4T12

2Q17 and 6M17 Earnings Release Resultados 4T12 ex-inss: Revenues up 5%. Lower dental care ratio and decreasing bad debt expand adjusted EBITDA by 13%. EPS 17% higher. Cash dividends in the quarter reach R$111 million, 217% above 2Q16 Sao Paulo, July

More information

FCLCapital. An update on the Brazilian premium and discount story

FCLCapital. An update on the Brazilian premium and discount story June 2015 An update on the Brazilian premium and discount story Everybody knows the current state of the Brazilian markets. We have a government that is not only bizarrely incompetent and ideologically

More information

Message from Management GRUPO LALA REPORTS SECOND QUARTER 2016 RESULTS

Message from Management GRUPO LALA REPORTS SECOND QUARTER 2016 RESULTS GRUPO LALA REPORTS SECOND QUARTER 2016 RESULTS Mexico City, July 25, 2016 Grupo LALA, S.A.B. de C.V., a Mexican Company focused on healthy and nutritious foods, ( LALA ) (BMV: LALA B), today reported results

More information

2016 and 4Q16 Results FLRY3. March 2017

2016 and 4Q16 Results FLRY3. March 2017 2016 and Results FLRY3 March 2017 Disclosure This presentation may contain forward-looking statements. Such statements are not statements of historical facts and reflect the beliefs and expectations of

More information

Ref.: Official Letter 379/2017/CVM/SEP/GEA-1 Clarification on news item

Ref.: Official Letter 379/2017/CVM/SEP/GEA-1 Clarification on news item November 24, 2017 To Comissão de Valores Mobiliários - CVM C/O: Mr. Cláudio José Paulo Manager Copy to: B3 S.A. Brasil, Bolsa, Balcão Ref.: Official Letter 379/2017/CVM/SEP/GEA-1 Clarification on news

More information

AGL Resources Pension Plan

AGL Resources Pension Plan Firm: AGL Resources Pension Plan AGL Resources Pension Plan Evaluator Utility Beat Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Utility stock averages have registered

More information

Deutsche Bank Stefan Krause

Deutsche Bank Stefan Krause Deutsche Bank Stefan Krause Chief Financial Officer Goldman Sachs European Financials Conference Frankfurt, 5 June 2009 Agenda 1 Strength through the crisis 2 Well positioned to stay strong 3 and emerge

More information

Sete Brasil Participações S.A. Interim condensed financial statements at March 31, 2014 and independent auditors review report

Sete Brasil Participações S.A. Interim condensed financial statements at March 31, 2014 and independent auditors review report Interim condensed financial statements at and independent auditors review report Review report on interim condensed financial statements To Board of Directors and Stockholders Sete Brasil Participações

More information

DEBT CAPITAL MARKETS REVIEW MANAGING UNDERWRITERS. REUTERS / Brendan McDermid

DEBT CAPITAL MARKETS REVIEW MANAGING UNDERWRITERS. REUTERS / Brendan McDermid DEBT CAPITAL MARKETS REVIEW MANAGING UNDERWRITERS REUTERS / Brendan McDermid First Half 204 First Half 204 Debt Capital Markets Managing Underwriters Debt Capital Markets Review Table of Contents Global

More information

Financial Statements Banco BTG Pactual S.A.

Financial Statements Banco BTG Pactual S.A. Financial Statements Banco BTG Pactual S.A. with independent auditors review report. Financial Statements Contents Independent auditors review report... 1 Balance sheets... 3 Statements of income... 5

More information

Reference: Itaú Unibanco Holding S.A. Announcement to the Market

Reference: Itaú Unibanco Holding S.A. Announcement to the Market Reference: 2 nd Quarter Result 2017 Announcement to the Market ( Company ) announces to its shareholders and the market at large that the Complete Financial Statements and the Management Discussion and

More information

LSV ASSET MANAGEMENT

LSV ASSET MANAGEMENT Firm: LSV ASSET MANAGEMENT LSV ASSET MANAGEMENT Asset Manager Founded in Hidden Hidden Hidden Hidden Copia expands investment team Headcount: Hidden Assets Under Management: Hidden His last position was

More information

CONFERENCE CALL. and. November 04, 2008

CONFERENCE CALL. and. November 04, 2008 CONFERENCE CALL and Roberto Egydio Setubal Pedro Moreira Salles November 04, 2008 1 Itaú s 3 rd Quarter Results 2 Investor Relations Highlights R$ Million 3rd Qtr/08 2nd Qtr/08 Variance Jan- Sep/08 Jan-

More information

ALPHA AND GENDER DIVERSITY

ALPHA AND GENDER DIVERSITY ALPHA AND GENDER DIVERSITY 2017 CFA Institute. All rights reserved. 18 19 September 2017 Westin Harbour Castle, Toronto Toronto, Ontario, Canada Hosted with the CFA Society Toronto SUPPORTER OPPORTUNITIES

More information

Amundi Alternative Investments

Amundi Alternative Investments Firm: Amundi Alternative Investments Amundi Alternative Investments Evaluator Founded in Hidden Hidden Hidden Hidden Amundi rejigs top ranks in Paris and London Headcount: Hidden Assets Under Management:

More information

Understanding Financial Interconnectedness

Understanding Financial Interconnectedness Understanding Financial Interconnectedness Key Messages Utility Bilateral surveillance Multilateral surveillance Macro-prudential policies Swap Lines England ECB Switzerland United States JAPAN Swap Lines

More information

Itaú Funds. Société d'investissement à Capital Variable. Unaudited semi-annual report as at 30/06/2018. RCS Luxembourg B80545

Itaú Funds. Société d'investissement à Capital Variable. Unaudited semi-annual report as at 30/06/2018. RCS Luxembourg B80545 Société d'investissement à Capital Variable Unaudited semi-annual report as at 30/06/2018 RCS Luxembourg B80545 Table of Contents Page Management and Administration 3 Board of Directors 4 Statement of

More information

Financial Statements Banco BTG Pactual S.A.

Financial Statements Banco BTG Pactual S.A. Financial Statements Banco BTG Pactual S.A. with independent auditors report on financial statements. Financial Statements Contents Independent auditors report on financial statements... 1 Balance sheets...

More information

GNAM Investment Competition Company: Banco do Brasil S.A. Ticker: BBAS3

GNAM Investment Competition Company: Banco do Brasil S.A. Ticker: BBAS3 Company: Banco do Brasil S.A. Ticker: BBAS3 Aparecido Costa Carla Borin Janaina Garbin Lucian Dietsche Odirley Rios Thiago Notaro INVESTMENT SUMMARY BANCO DO BRASIL BBAS3 Bloomberg s Ticker BBAS3 BZ Primary

More information

13 th Itaú BBA LatAm CEO Conference M A Y

13 th Itaú BBA LatAm CEO Conference M A Y 13 th Itaú BBA LatAm CEO Conference M A Y 2 0 1 8 Who we are Sustainable Value Financial Highlights Largest publicly traded pure transmission utility in Brazil Transmission Lines (TL) In operation Substation

More information

Report of action Bolsa Mexicana de Valores Ticker Symbol: MEXCHEM*

Report of action Bolsa Mexicana de Valores Ticker Symbol: MEXCHEM* Report of action Bolsa Mexicana de Valores Ticker Symbol: MEXCHEM* Contact in Investor Relations: Juan Francisco Sanchez Kramer www.mexichem.com jsanchezk@mexichem.com, phone: (52) 555279 8319 Mexichem

More information

Morningstar Document Research

Morningstar Document Research Morningstar Document Research FORM 6-K YPF SOCIEDAD ANONIMA - YPF Filed: March 23, 2011 (period: March 23, 2011) Report of foreign issuer rules 13a-16 and 15d-16 of the Securities Exchange Act FORM 6-K

More information

3Q16 results FLRY3. October 2016

3Q16 results FLRY3. October 2016 results FLRY3 October 2016 Disclosure This presentation may contain forward-looking statements. Such statements are not statements of historical facts and reflect the beliefs and expectations of the Company

More information

AGF INTERNATIONAL ADVISORS CO. LTD.

AGF INTERNATIONAL ADVISORS CO. LTD. AGF INTERNATIONAL ADVISORS CO. LTD. Eli Nasrallah, CFA Regional Vice-President AGF Funds Inc. October, 2008 1 AGENDA 1. The financial sector what happened and where are we? 2. AGFIA s mandates the health

More information

INVESTMENT BANKING SCORECARD

INVESTMENT BANKING SCORECARD AVERAGE DEAL SIZE FOR US CORPORATE BONDS TOPS $1 BILLION This week's $17 billion USdollar denominated investment grade corporate debt offering from Medtronic ranked as the largest USdollar offering this

More information

Challenges for financial institutions today. Summary

Challenges for financial institutions today. Summary 7 February 6 Challenges for financial institutions today Notes for remarks by Malcolm D Knight, General Manager of the BIS, at a European Financial Services Roundtable meeting, Zurich, 7 February 6 Summary

More information

NEWEDGE UK FINANCIAL LIMITED

NEWEDGE UK FINANCIAL LIMITED Firm: NEWEDGE UK FINANCIAL LIMITED NEWEDGE UK FINANCIAL LIMITED Service Provider Founded in Newedge UK joins EurexOTC Clear Headcount: Assets Under Management: Eurex Clearing has a new member, Newedge

More information

Rothschild & Cie Gestion

Rothschild & Cie Gestion Firm: Rothschild & Cie Gestion Rothschild & Cie Gestion Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Rothschild Terminates Plans for Commodities

More information

Morgan Stanley Compensation & Governance Practices. March 2014

Morgan Stanley Compensation & Governance Practices. March 2014 Morgan Stanley & Governance Practices March 2014 Executive Summary Executive Summary Morgan Stanley s Board of Directors unanimously recommends that shareholders vote: 1. FOR: Non-binding advisory vote

More information

NET SERVIÇOS DE COMUNICAÇÃO S.A. (Name of Subject Company) EMPRESA BRASILEIRA DE TELECOMUNICAÇÕES S.A. EMBRATEL EMBRATEL PARTICIPAÇÕES S.A.

NET SERVIÇOS DE COMUNICAÇÃO S.A. (Name of Subject Company) EMPRESA BRASILEIRA DE TELECOMUNICAÇÕES S.A. EMBRATEL EMBRATEL PARTICIPAÇÕES S.A. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule TO (Amendment No. 7) TENDER OFFER STATEMENT UNDER SECTION 14(D)(1) OR 13(E)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 NET

More information

Templeton Latin America Fund A (Ydis) USD

Templeton Latin America Fund A (Ydis) USD Templeton Latin America Fund A (Ydis) USD Franklin Templeton Investment Funds Fund Manager Report Blend Equity Product Details 1 Fund Assets $1,076,825,961.83 Fund Inception Date 28/02/1991 Number of Issuers

More information

THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED

THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Firm: THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Service Provider Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden

More information

Foreign Banks in China 17 July 2012

Foreign Banks in China 17 July 2012 www.pwc.com Foreign Banks in China Mervyn Jacob Financial Services Leader for China & Hong Kong William Yung Financial Services Advisory Partner for China Introduction Surveyed 41 CEOs, senior executives

More information

Latin America RANKING. of insurance groups in

Latin America RANKING. of insurance groups in For the eighth straight year, FUNDACIÓN MAPFRE presents its ranking of the top insurance groups in Latin America by premium volume, this time for 00. Three rankings have been compiled Overall, Life and

More information

Banco BTG Pactual Corporate Presentation. Updated as of 1 st Quarter 2018

Banco BTG Pactual Corporate Presentation. Updated as of 1 st Quarter 2018 Banco BTG Pactual Corporate Presentation Updated as of 1 st Quarter 2018 Disclaimer This presentation has been prepared by Banco BTG Pactual S.A. and BTG Pactual Participations Ltd. ( BTG Pactual, and

More information

2007 Full Year Review Dr. Josef Ackermann

2007 Full Year Review Dr. Josef Ackermann 2007 Full Year Review Dr. Josef Ackermann Chairman of the Management Board Frankfurt, 7 February 2008 A year of solid performance in challenging times In EUR bn Revenues Profit 8% 5% 28.5 30.7 8.3 8.7

More information

Europe Update. November 4, 2004

Europe Update. November 4, 2004 Europe Update November 4, 2004 0 Table of Contents European Overview European Markets 1 European Overview 2 Our European Business Full Line of Financial Services Morgan Stanley Investment Management Institutional

More information

BTG Pactual Corporate Presentation

BTG Pactual Corporate Presentation BTG Pactual Corporate Presentation 2 nd Quarter 2018 For additional information, please read carefully the notice at the end of this presentation Table of Contents 1 2 3 4 BTG Pactual Overview Section

More information

GSA CAPITAL PARTNERS LLP

GSA CAPITAL PARTNERS LLP Firm: GSA CAPITAL PARTNERS LLP GSA CAPITAL PARTNERS LLP Asset Manager Founded in Hidden Hidden Hidden Hidden GSA CAPITAL PARTNERS LLP Headcount: Hidden Assets Under Management: Hidden 4:01PM ET - GlobeNewswire

More information

Investor Presentation

Investor Presentation Investor Presentation 4Q10 Growth for the next 115 years SULAMÉRICA TODAY A Unique Kind of Insurance Company Ranking as independent pure play Brazilian insurance company not owned by a bank #1 Strong brand

More information

BTG PACTUAL CORPORATE PRESENTATION

BTG PACTUAL CORPORATE PRESENTATION BTG PACTUAL CORPORATE PRESENTATION 3 rd QUARTER 2018 For additional information, please read carefully the notice at the end of this presentation Table of Contents 1 2 3 4 BTG Pactual Overview Section

More information

Morgan Stanley Compensation & Governance Practices. March 2013

Morgan Stanley Compensation & Governance Practices. March 2013 Morgan Stanley & Governance Practices March 2013 Notice The information provided herein may include certain non-gaap financial measures. The reconciliation of such measures to the comparable GAAP figures

More information

Plaisance Capital. David Decker leaves Janus. Kozlowski engineers turnaround at Janus Contrarian Fund

Plaisance Capital. David Decker leaves Janus. Kozlowski engineers turnaround at Janus Contrarian Fund Firm: Plaisance Capital Plaisance Capital Asset Founded in Janus Contrarian T (JSVAX) Headcount: Assets Under Management: From 2008 to 2011, Mr. Kozlowski founded and managed Plaisance Capital, LLC, which

More information

Rights Issue Presentation

Rights Issue Presentation Rights Issue Presentation 26 March 2015 Disclaimer (together with its consolidated subsidiaries, Telefónica or the Company ) has filed a registration statement (including a prospectus), and expects to

More information

Emerging markets are pressured by the global scenario; In Brazil, the Central Bank initiated a downward interest rate cycle

Emerging markets are pressured by the global scenario; In Brazil, the Central Bank initiated a downward interest rate cycle Previ Novartis 1- Overview Macroeconômico Emerging markets are pressured by the global scenario; In Brazil, the Central Bank initiated a downward interest rate cycle Internacional In the US, the presidential

More information

Standardisation of MiFIR Post Trade Transparency and Transaction Reporting for FX Vanilla Options

Standardisation of MiFIR Post Trade Transparency and Transaction Reporting for FX Vanilla Options GFMA Global FX Division Standardisation of MiFIR Post Trade Transparency and Transaction Reporting for FX Vanilla Options Regulation (EU) No 600/2014 MiFIR Article 10: Post-Trade Transparency Requirements

More information

MATERIAL FACT. Itaú and Unibanco Joint-Venture EXECUTIVE SUMMARY

MATERIAL FACT. Itaú and Unibanco Joint-Venture EXECUTIVE SUMMARY ITAÚSA INVESTIMENTOS ITAÚ S.A. BANCO ITAÚ HOLDING FINANCEIRA S.A. UNIBANCO HOLDINGS S.A. UNIBANCO - UNIÃO DE BANCOS BRASILEIROS S.A. MATERIAL FACT Itaú and Unibanco Joint-Venture EXECUTIVE SUMMARY The

More information

GLOBAL M&A MARKET REVIEW FINANCIAL RANKINGS

GLOBAL M&A MARKET REVIEW FINANCIAL RANKINGS GLOBAL M&A MARKET REVIEW FINANCIAL INGS 1Q 2018 Q1 2018 GLOBAL M&A FINANCIAL ADVISORY INGS CONTENTS 1. Introduction 2. Global M&A Heat Map 3. Global M&A Regional Review 4. Global M&A League Tables 5. Americas

More information

Deutsche Bank. Dr. Josef Ackermann Chairman of the Management Board. Boston and New York, March 2008

Deutsche Bank. Dr. Josef Ackermann Chairman of the Management Board. Boston and New York, March 2008 Deutsche Bank Dr. Josef Ackermann Chairman of the Management Board Boston and New York, 11-12 March 2008 Agenda 1 : Solid in challenging times 2 4Q in detail 3 Management Agenda Phase 3 4 Appendix Investor

More information

Complete Financial Statements in IFRS September 30, 2017

Complete Financial Statements in IFRS September 30, 2017 Complete Financial Statements in IFRS September 30, 2017 Itaú Unibanco Holding S.A. www.itau.com.br/investor-relations facebook.com/itauunibancori @itauunibanco_ri Report on review of consolidated interim

More information

First State Investments Annual Order Execution Report Year Ending April 2018

First State Investments Annual Order Execution Report Year Ending April 2018 First State Investments Annual Order Execution Report Year Ending 2017 April 2018 Introduction References to First State Investments in this report is a reference to First State Investments International

More information

YPF Sociedad Anónima

YPF Sociedad Anónima SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Report of Foreign Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 For the month of September, 2018 Commission

More information

Order Execution Policy

Order Execution Policy Order Execution Policy Disclosure Statement February 2018 2 Introduction The primary service Stewart Investors provides to clients is that of portfolio management. We manage funds and portfolios on behalf

More information

Deutsche Bank. Dr. Josef Ackermann Chairman of the Management Board. San Francisco / San Diego / Denver / Chicago July 2008

Deutsche Bank. Dr. Josef Ackermann Chairman of the Management Board. San Francisco / San Diego / Denver / Chicago July 2008 Deutsche Bank Dr. Josef Ackermann Chairman of the Management Board San Francisco / San Diego / Denver / Chicago 10-15 July 2008 Agenda 1 Solid performance in challenging times 2 Strategy: Staying the course

More information

For Western firms the barriers to entry into emerging-market banking are daunting

For Western firms the barriers to entry into emerging-market banking are daunting We lucky few For Western firms the barriers to entry into emerging-market banking are daunting May 13th 2010 From print edition YOU kind of needed to think about this 30 years ago, says Stuart Gulliver,

More information

The Merger of Banco Itaú Chile and CorpBanca. January 2014

The Merger of Banco Itaú Chile and CorpBanca. January 2014 The Merger of Banco Itaú Chile and CorpBanca January 204 Transaction Overview CONFIDENTIAL DRAFT 2 Itaú Unibanco, Banco Itaú Chile, CorpBanca and CorpGroup have entered into a definitive agreement on January

More information

Republic of Ecuador Senior Unsecured CDS. Credit Event Auction Summary

Republic of Ecuador Senior Unsecured CDS. Credit Event Auction Summary Republic of Ecuador Senior Unsecured CDS Credit Event Auction Summary January 14, 2009 Credit Event Auction Summary - Republic of Ecuador Reference Data Republic of Ecuador Final Price 31.375 Auction Date

More information

January - March. Quarterly Shareholder Report

January - March. Quarterly Shareholder Report January - March 2015 Quarterly Shareholder Report The Santander share ADR value during 2015 USD Opening (02.01.2015) 8.42 Maximum 8.50 Minimum 6.61 Closing (31.03.2015) 7.45 International market capitalization

More information

GLOBAL CAPITAL MARKETS LEAGUE TABLES

GLOBAL CAPITAL MARKETS LEAGUE TABLES GLOBAL CAPITAL MARKETS LEAGUE TABLES First 3Q 2016 First 3Q 2016 MANAGER RANKINGS GLOBAL CAPITAL MARKETS The Bloomberg Capital Markets Tables represent the top arrangers, bookrunners and advisors across

More information

Royal Bank of Canada Morgan Stanley U.S. Financials Conference

Royal Bank of Canada Morgan Stanley U.S. Financials Conference Royal Bank of Canada Morgan Stanley U.S. Financials Conference Janice Fukakusa Chief Administrative Officer & CFO February, 20 RBC MORGAN STANLEY U.S. FINANCIALS CONFERENCE Caution regarding forward-looking

More information

Reference: Itaú Unibanco Holding S.A. Annual Result Announcement to the Market

Reference: Itaú Unibanco Holding S.A. Annual Result Announcement to the Market Reference: Annual Result 2017 Announcement to the Market ( Company ) announces to its shareholders and the market at large that the Complete Financial Statements and the Management Discussion and Analysis

More information

The Banking Industry after the Financial Tsunami: A Hong Kong Perspective

The Banking Industry after the Financial Tsunami: A Hong Kong Perspective The Banking Industry after the Financial Tsunami: A Hong Kong Perspective Presented by Prof. Frederick Ma Change in Power - Rise of Chinese Bank Top Ten of the Banking Industry by Market Capitalization

More information

Managing Risk in Electricity Markets

Managing Risk in Electricity Markets Managing Risk in Electricity Markets William Prajogo Singapore Exchange Agenda Introduction Benefits of an Electricity Futures Market How Electricity Futures Works Product Information Questions 1 Characteristics

More information

The 2013 Meeting of the Latin American Corporate Governance Roundtable

The 2013 Meeting of the Latin American Corporate Governance Roundtable The 2013 Meeting of the Latin American Corporate Governance Roundtable Session 1: Trends and Factors Impacting on Equity Market Growth in the Region Professor of Corporate Governance University of Sao

More information

BRIC Protected Plus Note

BRIC Protected Plus Note BRIC Protected Plus Note Investment in four strong emerging markets: Brazil, Russia, India and China 100% Capital Guarantee at maturity EUR-denominated 8-year maturity Leverage of up to 150% Daily liquidity

More information

Interview: Roberto Macedo, University of São Paulo economist

Interview: Roberto Macedo, University of São Paulo economist Interview: Roberto Macedo, University of São Paulo economist -- The industries and companies that adjust to the present crisis will survive. That doesn t necessarily mean the biggest companies. Remember,

More information

Deutsche Bank Dr. Josef Ackermann

Deutsche Bank Dr. Josef Ackermann Deutsche Bank Dr. Josef Ackermann Chairman of the Management Board Tokyo, 20 February 2007 Agenda 1 Outstanding performance in 2006 2 Strengthened strategic positions 3 Phase 3 of our Management Agenda

More information

INVESTMENT BANKING SCORECARD

INVESTMENT BANKING SCORECARD Volume ($b) DEALS INTELLIGENCE I DECEMBER 6, 01 INVESTMENT BANKING SCORECARD Investment Banking Volume by Asset Class Equity Capital Markets by Issue Type $1,00 $1,00 LOAN 01ytd 011ytd $1,000 $0 $100 $00

More information

Earnings Presentation

Earnings Presentation Earnings Presentation 2 nd Quarter 2018 Disclaimer: This presentation may include references and statements on expectations, planned synergies, growth estimates, projections of results, and future strategies

More information

NASPP Washington, DC Virginia Maryland Chapter Meeting Rule 10b5-1 Trading Plans: Update and Best Practices

NASPP Washington, DC Virginia Maryland Chapter Meeting Rule 10b5-1 Trading Plans: Update and Best Practices NASPP Washington, DC Virginia Maryland Chapter Meeting Rule 10b5-1 Trading Plans: Update and Best Practices CHRISTINE COGNETTI Morgan Stanley Vice President 10b5-1 Plan Management July 22, 2013 Table of

More information

Top 5 Execution Venues and Top 5 Brokers Report by Credit Suisse Asset Management (Switzerland) Ltd.

Top 5 Execution Venues and Top 5 Brokers Report by Credit Suisse Asset Management (Switzerland) Ltd. Top 5 Execution Venues and Top 5 Brokers Report by Credit Suisse Asset Management (Switzerland) Ltd. Version 1.0 Last updated: 25.04.2018 1 All rights reserved Credit Suisse Asset Management (Switzerland)

More information

Execution Principles

Execution Principles Execution Principles I. Objective and scope Quoniam Asset Management GmbH (hereinafter referred to as Quoniam ) always acts in the interests of its customers as a financial services institution and has

More information

om

om neal.shear@gmail.c om REORDERING OF GLOBAL COMMODITIES MARKETS Implementation of Dodd Frank/Volcker Rule/EMIR Basel III capital rules punitive to commodities Loss of important bank counterparties impacts

More information

Financial Statements. Banco UBS Pactual S.A. and Subsidiaries. December 31, 2007 and 2006 with Report of Independent Auditors

Financial Statements. Banco UBS Pactual S.A. and Subsidiaries. December 31, 2007 and 2006 with Report of Independent Auditors Financial Statements Banco UBS Pactual S.A. and Subsidiaries with Report of Independent Auditors AND SUBSIDIARIES FINANCIAL STATEMENTS Contents Report of Independent Auditors...1 Audited Financial Statements

More information

Earnings Presentation

Earnings Presentation Earnings Presentation 1 st Quarter 2018 Disclaimer: This presentation may include references and statements on expectations, planned synergies, growth estimates, projections of results, and future strategies

More information

INVESTMENT BANKING SCORECARD

INVESTMENT BANKING SCORECARD Volume ($b) DEALS INTELLIGENCE I APRIL, INVESTMENT BANKING SCORECARD Investment Banking Volume by Asset Class Equity Capital Markets by Issue Type $, $, Loans ytd ytd $, $ $5 $ $5 $ $5 Volume ($b) $8 $6

More information

Fund Performance to 31 May 2009 (net of maximum fees and charges)

Fund Performance to 31 May 2009 (net of maximum fees and charges) performance for your account will be higher than those shown above. Easy Super Personal Contribution Fee Option (Upfront & Instalment) 0.11% 0.47% 1.18% 3.39% 3.55% 3.75% 3.65% Suncorp Capital Guaranteed

More information

Fund Performance to 30 April 2009 (net of maximum fees and charges)

Fund Performance to 30 April 2009 (net of maximum fees and charges) performance for your account will be higher than those shown above. Easy Super Personal Contribution Fee Option (Upfront & Instalment) 0.13% 0.59% 1.34% 3.76% 3.68% 3.83% 3.69% Suncorp Capital Guaranteed

More information

THE TAKEOVER PANEL NATIONAL WESTMINSTER BANK PLC BANK OF SCOTLAND/THE ROYAL BANK OF SCOTLAND GROUP PLC

THE TAKEOVER PANEL NATIONAL WESTMINSTER BANK PLC BANK OF SCOTLAND/THE ROYAL BANK OF SCOTLAND GROUP PLC THE TAKEOVER PANEL 1999/19 NATIONAL WESTMINSTER BANK PLC BANK OF SCOTLAND/THE ROYAL BANK OF SCOTLAND GROUP PLC The Panel met on 1 November to hear an appeal by Bank of Scotland ( BOS ) against a ruling

More information