BRAZIL / OECD INTERNATIONAL CONFERENCE ON PRIVATE PENSIONS IN LATIN AMERICA 11 th May 2008 May 2008 DRAFT AGENDA 30/04/2008 18:00 19:00 Participants registration 12 th May 2008 08:45 09:00 Opening Ceremony Mr. Carlos Eduardo Gabas Executive Secretary Ministry of Social Security Mr. Ross Jones OECD Working Party on Private Pensions Australian Prudential Regulation Authority/APRA International Organization of Pension Supervisors/IOPS 09:00 11:00 Session 1: The Brazilian Private Pension System Mr. Guilherme Marquardt Bayer Economic Department Ministry of International Affairs (Brazil) Overview of the Brazilian Economic Situation Mr. Arno Augustin National Treasury Secretary Ministry of Finances (Brazil) Brazilian Social Security System Mr. Helmut Schwarzer Secretary of Social Security Brazilian Private Pension System 1
10:30 11:00 Coffee Break Mr. Ricardo Pena Secretary for Pension Funds 11:00 12:30 Session 2: Private Pension Regulation in an International Context 12:30-14:30 Lunch Mr. José Luiz Mendonça ABRAPP - Brazilian Association of Pension Funds Speaker: Funding Regulation and Risk Sharing Mr. Colin Pugh Consultant Organization for Economic Co-operation and Development /OECD Financial Education William Bortz Associate Benefits Tax Counsel US Department of Treasury International Discussion Panel: Mr. Adacir Reis Former Secretary for Pension Funds Gustavo Rios Supervisor Superintendence of Pension Fund Administrators/SAFP (Argentina) 14:30 16:00 Session 3: Risk Based Supervision in DB and DC Pension Systems Mr. Antonio Gustavo Matos do Vale Director of Bank Liquidation and Privatization Central Bank of Brazil 2
16:00-16:30 Break Mr. Ross Jones OECD Working Party on Private Pensions Australian Prudential Regulation Authority/APRA International Organization of Pension Supervisors/IOPS Mr. Gonzalo Reyes Position Superintendence of Pension Fund Administrators/SVS (Chile) Discussants: Mr. Rogelio Marchetti Senior Specialist in Finances for Latin America World Bank Ms. Lorenza Martinez Head of Insurance, Pensions and Social Security Unit Secretariat of Finance and Public Credit / Mexico 16:30 18:00 Session 4: International Comparison of Funded Pension Systems Mr. Alfredo Neves Penteado Moraes National Association of Financial Market Institutions /ANDIMA (Brazil) Mr. (to be defined) Mr. David Tuesta Chief Economist Pension System Analysis BBVA Bank (Peru) Discussants: Mr. Carlos Garavelli (to be confirmed) Regional Director Iberoamerican Organisation of Social Security Ms. Maria Helena Santana 3
Securities and Exchange Commission/CVM 19:00 20:00 Commemoration celebrating the 30 years of NPF Minister Luiz Marinho Ministry of Social Security of Brazil Mr. Ross Jones OECD Working Party on Private Pensions Australian Prudential Regulation Authority/APRA International Organization of Pension Supervisors/IOPS Mr. Carlos Eduardo Gabas Executive Secretary Ministry of Social Security Marco Antônio de Oliveira National Institute of Social Security Mr. Ricardo Pena Secretary for Pension Funds Mr. Humberto Torloni Former Secretary 20.00 Reception hosted by sponsors 4
13 th May 2008 9:00 10:30 Session 5: Role of the Supervisory Authority 10:30 11:00 Coffee Break Mr. Luiz Alberto dos Santos Vice-Head of Analysis and Tracking Government Policies ial Staff Office (Brazil) Mr. Vinícius Carvalho Expert on Social Security International Labour Organization/ILO Mr. Francisco de Blas General Direction of Insurance and Pension Funds Ministry of Economy and Finance (Spain) Discussion Panel: Mr. Leonardo Paixão Former Secretary for Pension Funds Mr. Armando Vergílio Superintendent Superintendence of Private Insurance /SUSEP (Brazil) 11:00 12:30 Session 6: Pension fund Governance Mr. Mauro Rodrigues da Cunha Brazilian Institute of Corporate Governance Colin Pugh Consultant OECD Mr. Juan Gaviola (to be confirmed) Superintendent Superintendence of Work Risk 5
12:30 14:00 Lunch Discussant: Mr. Carlos Marne Director of Departamento de Relações Institucionais e Organização Mr. Daniel Blume Corporate Affairs Division / Directorate for Financial and Enterprise Affairs OECD 14:30 16:00 Session 7: The Challenge of Investment Choice and Costs Mr. Álvaro Mendonça Director of Environmental and Financial Products Brazilian Mercantile & Futures Exchange/BM&F Mr. Elio Sanchez Head of Pension Strategy Superintendence of Banking and Insurance (Peru) Mr. Waldo Tapia Consultant OECD 16:00 16:30 Coffee Break Discussants: Prof. Flávio Marcílio Rabelo School of Administration Fundação Getúlio Vargas Mr. Carlos Eduardo Rodrigues da Cunha Director do Departamento de Monitoramento e Controle 16:30 18:00 Session 8 Longevity risk and the payout Phase of Private Pension System 6
Mr. Antonio Braulio de Carvallho Director of Pensions Fund National Association of Pension Fund Participants/ANAPAR (Brazil) Mr. Pablo Antolin Principal Economist Financial Affairs Division Director for Financial and Enterprise Affairs, OECD Organization for Economic Cooperation and Development Mr. Guillermo Larraín Superintendent Superintendence of the Securities and Insurance Regulator/SVS (Chile) Discussants: Mr. Ricardo Frischtak Professor Federal University of Rio de Janeiro Mr. Cassio M. Turra Professor of the Department of Demography Federal University of Minas Gerais 18:00 19:00 Launching Ceremony of the national thesis competition Mr. Carlos de Paula Deputy Secretary for Pension Funds Secretariat for Pension Funds Sponsors 19:00 20:00 Closing Remarks Mr. Carlos de Paula Deputy Secretary for Pension Funds Mr. Pablo Antolin Principal Economist Financial Affairs Division Directorate for Financial and Enterprise Affairs 7
OECD 8