Schedule

2017

Previous Events:

Wednesday, December 6th, 2017

Brazilian Sustainability and Investment Seminar 

Local: 20 XV de Novembro Square Rio de Janeiro - Brazil

Time Session
8:30 - 9:00 Registration
9:00 - 9:30 Opening Ceremony
  • Marcelo Barbosa (CVM)
  • Eduardo Werneck (APIMEC)
  • Alexandre H. Leal Neto (Superintendente Executivo Técnico, CNseg)
  • Marco Antonio Albuquerque de Araújo Lima (ABDE)
  • Maria Netto (BID)
9:30 - 9:50

Keynote Speaker

  • Ari Osvaldo Mattos Filho (Lawyer, Former CVM Chairman)
9:50 - 11:00

Panel 1 – Role for Regulation and Self-regulation on Advancing Sustainability 

Moderator: Maria Eugênia Buosi dos Santos (Resultante Consultoria)

  • José Chedeak (Previc)
  • Natalie Haanwinckel Hurtado (Susep)
  • Claudio Maes (CVM)
  • Regis Abreu (Vice President, AMEC)
11:00 - 11:20 Coffee Break
11:20 - 12:40

Panel 2: Sustainable Development Goals and Business

Moderator: Sonia Consiglio Favaretto (Managing Director - Media Relations, Sustainability and Communications, B3)

  • Carlo Pereira (Executive Secretariat - UN Global Compact Brazil)
  • Luiz Augusto Figueira (Eletrobrás)
  • Jorge Soto (Brasken)
12:40 - 14:00 Lunch
14:00 - 14:40

Keynote Speaker

  • Rick Stathers (CDP, head of investors initiatives)
14:40 - 16:15

Panel 3 – Climate Change Mitigation and Capital Markets

Moderator: Gustavo Pimentel (Director, Sitawi)

  • Ana Carolina Avzaradel Szklo (CEDBS)
  • Rui Gomes (Bradesco BBI / Investment Banking)
  • Alexandre Gazzotti (Itaú Asset Management)
  • Marco Fujihara (Radce)
16:15 - 16:30 Coffee Break
16:30 - 18:00

Panel 4 – Integrating ESG Factors into Investment Analysis

Moderator: Tatiana Assali (UNPRI)

  • Mário Sergio Fernandes Vasconcelos (Febraban)
  • Marcelo Seraphim (Previc/UNEP)
  • André Salcedo Mendes (BNDES)
  • Celso Funcia Lemme (COPPEAD, UFRJ)
18:00 Closing Remarks

Thursday, December 7th, 2017

Behavioural Sciences and Investor Education Conference

Time Session
09:30 - 10:00 Registration to Conference
10:00 - 10:50

Opening Cerimony

  • Marcelo Barbosa (Executive Chairman, CVM)
  • José Ribeiro de Andrade (Chief Product and Client Officer, B3)
  • Robert van Dijk (President, ANBIMA)
  • Eduardo Refinetti Guardia (Deputy Finance Minister)
10:50 - 12:00

Painel 1: Social Studies of Finance

Moderator: Dr. Gustavo Onto (PhD, National Museum, Federal University of Rio de Janeiro)

  • Dr. Eugênia Motta (PhD, Instituto de Estudos Sociais e Políticos, Universidade do Estado do Rio de Janeiro)
  • Dr. Annelise Riles (PhD, Law School, Cornell University)
12h00 - 12h30

Keynote Speaker

  • Dr. Brigitte Madrian (PhD, Harvard University, US)
12:30 - 14:00 Lunch
14:00 - 15:20

Panel 2 - Topics in Economic Psychology

Moderator: Dr. Vera Rita de Mello Ferreira (PhD, IAREP- International Association for Research in Economic Psychology, Brazil)

  • Dr. Sandie McHugh (PhD, School of Psychology, University of Bolton, UK)
  • Dr. Leonhard Lades (PhD, Stirling Behavioural Science Centre, University of Stirling, UK)
15:20 - 15:40 Coffee Break
15:40 - 16:40

Panel 3 - Technology & FE: challenges and opportunities

Moderator: José Alexandre Vasco (Director, Office of Investor Protection and Assistance, CVM)

  • Thiago Alvarez (GuiaBolso, Brazil)
  • Camille Bemerguy (Fundação Capital, Brazil]‎
  • Hilda Teresa García (PROMUJER, Argentina)
16:40 - 18:00

Panel 4: Application of BI into Public Policies 

Moderator: Luis Lopes Martins (Law Clerk, Federal Regional Appeals Court, Brazil)

  • Tyler Fleming (Director of the Investor Office, Ontario Securities Commission - OSC)
  • Dr. Ricardo Pena (PhD, Chairman, Funpresp, Brazil)
  • Frederico Shu (Head, Behavioural Sciences Unit, CVM)
18:00

Closing Remarks

Friday, December 8th, 2017

Behavioural Sciences and Investor Education Conference

Time Session
09:00 - 09:30 Registration to Conference
09:30 - 10:30

Panel 5 - Role of Behavioral Finance in Investment Decisions

Moderator: Moderator: Claudio Maes (Coordinator of Financial Education Unit, CVM)

  • Dr. Martin Iglesias (PhD, Head of Investment Offering and Behavioral Finance at Itau Unibanco, Vice President of ANBIMA Committee of Investor's Education)
  • Fabiano Calil (Financial Planner, Planejar, Brazil)
10:30 - 11:30

Panel 6 – Investor`s Profile, Behaviors and Financial Well-being

Moderator: Dr. Jerson Laks (MD, PhD, Institute of Psychiatry, Federal University of Rio de Janeiro/UFRJ)

  • Dr. Valeska Marinho (MD, PhD, Institute of Psychiatry, UFRJ).
  • Dr. Anna Beatriz Howat Rodrigues (PhD, Post Doc Institute of Psychiatry, UFRJ)
11:30 - 11:50 Coffee Break
11:50 - 13:00

Panel 7 - Brazilians & Money

Presenter: Ana Cláudia Silva Leoni (Education and Technical Information, ANBIMA)

Debaters:

  • Aquiles Mosca (Head of Sales & Personal Investment Strategist Santander Asset Management)
  • Luis Guilherme Carvalho Silvarolli (Vice-President, Track)
13:00 - 14:30 Lunch
14:30 - 15:50

Panel 8 – New Online Educational Experiences for Brazilian Investors

Moderator: Daniel Pfannemüller (Associate Direct, B3 Educação)

  • Bernardo Pascowitch (CEO and founder of Yubb)
  • Bo Williams (Market Analyst at Clear Corretora)
  • Tiago Reis (CEO and founder at Suno Research)
15:50 - 16:20

Keynote Speaker

  • Flore-Anne Messy (Head, Financial Affairs Division, OECD) 
16:20 - 16:40 Coffee Break
16:40 - 18:00

Panel 9 - Savings and Institutional Environment

Moderator: Dr. Marco Bonomo (PhD, INSPER)

  • Dr. João Manoel Pinho de Mello (PhD, Special Advisor for Microeconomic Reforms, Ministry of Finance)
  • Dr. Ricardo Brito (PhD, Associate Professor, INSPER)
  • Dr. Brigitte Madrian (PhD, Harvard University, US)
  • Dr. Annamaria Lusardi (PhD, Academic Director, GFLEC, George Washington University, Washington D.C., US)
18:00 Closing Remarks



Monday, December 11th, 2017

I Meeting of the LAC Regional Network of the OECD International Network on Financial Education

Time Session
13:30 - 14:00 Registration
14:00 - 14:30

Opening Ceremony

  • Marcelo Barbosa, Chairman, CVM

  • Flore-Anne Messy, Executive Secretary of the OECD International Network on Financial Education and Head of the Financial Affairs Division, OECD

14h30 – 15h00

Keynote Speaker

Financial Literacy Research

  • Dr. Annamaria Lusardi, Academic Director, GFLEC, George Washington University, Washington D.C., US, Chair of the OECD/INFE Research Committee
15h00 – 16h30

Special Session 

State of Play, Innovations and Challenges in the LAC Region

Chair: José Vasco, Investor Protection and Assistance Office, CVM

  • Mariela Zaldivar Chueca, Superintendency for Banks, Insurance and Private Pensions, Peru
  • Paula Bustos, Central Bank of Chile
  • Paola Cuadros Sierra, Central Bank of Colombia
  • Dr. Julian Costoya and María M. Geandet, National Securities Commission of Argentina
16:30 - 17:00 Coffee Break
17h00 – 18h00

The Impact of Culture in Financial Literacy and Behaviours

Chair: Luciana Asper, District Attorney, Federal District, Brazil

  • Dr. Pushpa Wood, PhD, Director, Massey University, New Zealand
  • Dr. Henrique Carlos de Oliveira de Castro, Brazilian principal investigator for the World Values Survey and Associate Professor at Federal University of Rio Grande do Sul

Tuesday, December 12th, 2017

Regional Seminar on Financial Education Trends in the LAC Region

Time Session
09:00 - 09:30 Registration
09:30 - 11:00

Keynote Panel on Financial Well-being

Chair: Sandie McHugh, University of Bolton, United Kingdom

Keynote Speaker: Genevieve Melford, Senior Financial Education Research Analyst, Consumer Financial Protection Bureau - CFPB, United States

Debaters:

  • Marcela de Carvalho Ponce Kawauti, Chief Economist, SPC Brasil
  • Dr. Jerson Laks, MD, PhD, Institute of Psychiatry, Federal University of Rio de Janeiro
11:00 - 11:30 Coffee Break
11:30 - 12:30

Financial education for women in LAC and beyond: what have we learnt and what can we achieve


Chair: Mara Luquet, Financial Journalist

  • Floor Elize Knoote, Founder & Senior Consultant at Dimes, Netherlands
  • Hilda Garcia, ProMujer Argentina
  • Hans Landolt Pardo, Comité Latinoamericano de Educación e Inclusión Financiera de la Federación Latinoamericana de Bancos, and Banks Association of Peru (ASBANC)
12:30 - 13:30

Special session: advances in financial education for low-income groups in Brazil

Chair: Dr. Caroline Stumpf Buaes, Psychologist

  • Dr. Johannes Doll, School of Education, Federal University of Rio Grande do Sul
  • Dr. Dany Rogers Silva, Coordinator, Financial Education Center at Federal University of Uberlândia
  • Myrian Lund, Financial Planner, SICOOB
13:30 - 14:30  Lunch
14:30 - 16:00

Panel 3 – PISA Financial Literacy 

Chair & Keynote: Flore-Anne Messy, OECD

Debaters:

  • Paola Cuadros Sierra, Central Bank of Colombia
  • Dr. Sandra Zita Silva Tiné, Coordinator, Secretary of Basic Education, Ministry of Education, Brazil
  • Paula Bustos, Central Bank of Chile
  • Fernando Tejada, Bank of Spain
16:30 - 17:00

Digital Financial Literacy

Moderator: Andrea Grifoni, OECD

  • Adriana Insaurralde, Ministerio de Hacienda / Comite de Inclusion Financiera, Paraguay
  • Mariela Zaldivar Chueca, Superintendency for Banks, Insurance and Private Pensions, Peru
17:00 Concluding Remarks

    Wednesday, December 13th, 2017

    CVM and G20/OECD Task Force on Financial Consumer Protection 

    Agenda - Investors Protection G20-OECD Seminar.pdf

    Registration: click here

    Thursday, December 14th, 2017

    Brazil Fintech Seminar - Technology and Innovation in the Financial Sector

    Local:  JW Marriott Hotel Rio de Janeiro
    2600 Atlantica Avenue, Copacabana, Rio de Janeiro - RJ - Brazil

    Registration,

    Download Presentation