Previous Events:

Monday, November 12th, 2018

  • Draft agenda

Monday 12 November


Second meeting of the OECD/INFE LAC Regional Network


·         The meeting is open to member public financial authorities from the region. Participating institutions will receive the programme separately

13:30-14h00      Registration


Opening Ceremony and release of the official declaration supporting the activities of the OECD/INFE LAC Regional Network and the OECD/CVM Centre



·         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

·         Representatives of B3 and ANBIMA


Delivering on the contribution of the OECD/INFE to Argentina’s G20 Presidency: supporting consumers and entrepreneurs in the digital environment


This session will present the two Policy Guidance Notes developed by the OECD and delivered to G20 Leaders during the Argentinean Presidency and discuss how to implement these two instruments in the LAC region.


·         Flore-Anne Messy, OECD


·         Luis Calvo, Fundacion Capital – LISTA initiative

·         OECD: presentation of the two policy instruments

·         Juan Carlos Chong, Peru ?


Keynote Address


Dr Murdoch co-authored one of the most relevant books on how the poor find solutions to their everyday financial problems (“Portfolios of the Poor”*), and recently (2017), this work was followed by a new book: “The Financial Diaries – How American Families Cope in a World of Uncertainty”**. The discussion will focus on how his findings are relevant for the LAC Region


·         Dr. Jonathan Morduch

16:00                Coffee break


Informing policy through data: the use of financial literacy measurement results in LAC


This session will discuss how the analysis of data from financial literacy and inclusion measurements have been useful in gathering additional insights, such as measure of financial well-being, and designing or reviewing financial education initiatives.



·         TBD


·         Diana Mejia, Senior Specialist, Financial and Productive Development, CAF Development Bank of Latin America: a financial well-being index for LAC

·         Arianna Legovini, Head of the Development Impact Evaluation (DIME) group of the World Bank

Tuesday, November 13th, 2018

  • Draft agenda

Tuesday 13 November



Supporting small and micro entrepreneurs: OECD/INFE instruments and LAC experiences


Micro, small and medium-sized enterprises (MSMEs) make up the majority of enterprises in LAC, contributing significantly to national incomes. Many MSMEs face a number of challenges, including regulatory hurdles and tax burdens, difficulties accessing finance and a lack of general guidance or support. Financial education can be an important tool for helping MSMEs and potential entrepreneurs to obtain access to finance and strengthen money management skills. This session will discuss how to best support micro and small entrepreneurs in LAC, through a presentation of international instruments and LAC experiences.


·         TBD


·         Luciano Schweizer – Inter American Development Bank

·         Alexandre Comin, SEBRAE, Brazilian Service of Support for Micro and Small Enterprises


11:00   Coffee break



Promoting public integrity and fighting corruption: which synergies with financial education policies?


Public integrity begins at the level of individual actions. The 2017 revision of the OECD/INFE Toolkit to measure financial literacy and inclusion now includes also questions that gauge individuals’ attitudes to integrity. In many LAC economies, national strategies for financial education also address the wider impact of individuals’ actions on the economy and society as a whole. This session will discuss how to integrate public integrity education into financial education programmes.


Jose Vasco Cavalcanti, Head of Investor Education, CVM


·         Ms. Luciana Asper, Federal Prosecutor and coordinator of the Brazilian National Strategy to Fight Corruption and Money Laundering (ENCCLA)

·         Anna Gabriela Malta, School Principal, Brazilian early childhood pilot project for public integrity and financial education, Brazil

·         Lic. Esther Oldak, Directora del Programa Nacional de Convivencia Escolar, Mexico

13:00                Lunch


Special session/Roundtable

behavioural economics and financial literacy





·         Camille Beaudoin, AMF Quebec

·         Pasquale Munafò, Financial Markets Authority Italy (CONSOB)



National strategies for financial education


This session will showcase advances made in the implementation of national strategies for financial education and inclusion in the region, with examples from LAC and with the contribution of an OECD/INFE Member from outside the LAC region which will explain how they have successfully met common challenges in the implementation of these public policies.


·         Andrea Grifoni, OECD


·         Abogada Mey Ling Pon, Comision Bancaria, Honduras

·         TBD

·         TBD

16:00                Coffee break


Educating future generations: roundtable on financial literacy advances in school programmes in LAC


Educating future generations remains among the top priorities of financial education policies. The LAC region has developed very successful initiatives, back by research and with buy-in from the educational sector. This roundtable will provide the opportunity to present where LAC countries stand and the progress made over the year, with a specific focus on results.


·         TBD


·         Sophia Macias, Fundadora de la Pequeño Cerdo Capitalista, plataforma de educación financiera at Pequeño Cerdo Capitalista, Mexico

·         Representatives of OECD/INFE LAC Network

·         Hans Handolt, Presidente del Comité Latinoamericano de Educación e Inclusión Financiera - CLEIF de la Federación Latinaomercana de Bancos - FELABAN


Wednesday, November 14th, 2018

Investor Education and Financial Behavior Conference


08:30 - 09:00


09:00 - 09:15


Ana Leoni/ANBIMA; Felipe Paiva/B3; Gustavo Gonzalez/CVM

09:15 - 09:45

Keynote Session: Behavioral Economics


Jack L. Knetsch (Professor Emeritus, Simon Fraser University)

09:45 - 10:30

Panel 1: Investor Behavior

Moderador: Ruy Ribeiro (PUC-RJ)

Panelist: Bruno Giovannetti (EESP-FGV)

10:30 - 11:30

Panel 2:   Financial behavior of CDE classes and technologies for inclusion and financial education

Moderador: to confirm

Panelist: Breno Barlach (PlanoCDE)

Panelist: Maure Pessanha (Artemisia)

Panelist: Rogerio Oliveira (CECOP/CVM)

11:30 - 11:45

Coffe Break

11:45 - 12:45

Panel 3:  How to turn savers into investors

Panelist: Ana Leoni (ANBIMA)

Panelist: Felipe Paiva ( B3 )

12:45 - 14:00



14:00 – 15:00

Panel 4: Topics in Economic Psychology


Moderador: Vera Rita de Mello Ferreira

Panelist: Joyce Serido (University of Minnesota)

Panelist: Andréia Fernanda da Silva Castro e Maria Caroline Carneiro Silva (app da previdência)

15:00 – 16:00

Panel 5: Social Studies of Finance


Moderador: Gustavo Gonzalez ( CVM, Commissioner)

Panelist: Gustavo Onto (NuCeC/UFRJ)

Panelist: Alex Preda (King's Business School)


16:00 - 17:00

Panel 6: Behavioral insights applied to investor protection and regulation

Moderador: Flavia Avila (ESPM; InBehavior Lab)

Panelist: Bianca Quirantes Checon (PPGCC/FEA/USP)

Panelist: Ronaldo Deccax (UFRJ/COPPEAD)

Panelist: Edivan do Socorro Fonseca de Miranda (SEMPE/MDIC)



Closing remarks


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