Schedule
2020
14th December, Monday
Dec 14, Monday |
|
9h – 9h30 |
Opening Cerimony 1º Marcelo Barbosa (President, CVM) 2º Gilson Finkelsztain (CEO, B3) 3º Carlos Ambrósio (President, Anbima) |
9h30 – 10h |
Keynote Speaker Annamaria Lusardi, Phd (University Professor of Economics and Accountancy, The George Washington University) |
10h15 – 11h25 |
Panel 1 - Investor’s behaviour during COVID-19 pandemic Discussions about changes on investments during COVID-19 pandemic Moderator: Pasquale Munafò (Senior Officer - General Manager’s Office, Consob Italy and Chair of IOSCO C8 on Retail Investors) Florence Corne (Deputy Director of the Retail Investor Relations and Protection Directorate, AMF France) Camille Beaudoin (Director of Financial Education, AMF Quebec, and Vice Chair of the Retail Investor Committee, IOSCO) |
11h25 – 11h40 |
Break |
11h40 - 12h40 |
Panel 2 - Financial education and vulnerabilities at maturity Moderator: Mauricio Dias (General Coordinator of Studies of the Subsecretariat of the Supplementary Pension Scheme, Social Security Secretariat of the Ministry of Economy) Akiko Nomura, Phd (Managing Director, Nomura Institute of Capital Markets Research) Raquel Castelpoggi (Coordinator of Social and Environmental Responsibility and Sustainability, Real Grandeza Foundation) Paulo Miller (Head of the Office of Studies and Institutional Relations, Superintendence of Private Insurance) |
12h40 – 14h |
Lunch break |
14h – 15h |
Panel 3 - Social inequality Social and behavioral aspects related to social inequality, poverty, indebtedness and economic security Moderator: Viviane Fernandes, Phd (Researcher at the Research Center for Culture and Economy, UFRJ) Marcelo Neri, Phd (Director of FGV Social, FGV) Rogério Barbosa, Phd (Professor at IESP - UERJ and researcher at the Center for Metropolitan Studies – USP) |
15h15 – 16h15 |
Panel 4 - Economic Psychology and Behavioral Sciences Debates on financial behavior from the perspective of Economic Psychology and Behavioral Sciences Moderator: Juliana Brescianini (EMBeD / World Bank Focal Point in Brazil) Flávia Ávila, Phd (Founder InBehavior Lab and full member of NEC) Cristiano Oliveira (Founder and CEO, Olivia AI Inc) Pedro Bramont (Strategy, Technology and Business Director - BB Seguridade) |
15th December, Tuesday
Dec 15, Tuesday |
|
9h30 – 10h30 |
Panel 5 - The discovery of the stock exchange by the Brazilian investor Journey and behavior of the Brazilian investor on their first experience with variable income Moderator: Ana Carolina Goulart Salarini (Investor Protection and Orientation Superintendence, CVM) Felipe Paiva (Customer Relationship Director Brazil - B3) Mara Luquet (Founder and partner - My News) Roberto Idech (Chief strategist, Clear) |
10h30 – 10h45 |
Break |
10h45 – 11h35 |
Panel 6 - The application of Behavioral Insights into regulation How to incorporate behavioral research data into security market regulation Moderator: José Alexandre Vasco (Investor Protection and Orientation Superintendent, CVM) Ana Leoni (Superintendent of Investor Education and Market Data, Anbima) Bruno Giovannetti (EESP-FGV Professor) |
11h35 – 11h50 |
Break |
11h50 – 12h30 |
Keynote speaker Chiara Monticone (Senior Policy Analyst, OECD) Debater: Raquel de Freitas Banuth (Researcher at Center for Behavioral Studies and Research, CVM) |
12h30 – 13h30 |
Lunch break |
13h30 – 14h30 |
Painel 7 - New experiences in financial education How the digital transformation and the pandemic boosted investor autonomy in search of knowledge and education and the role played by market professionals in the development and guidance of investors Moderator: Christianne Bariquelli ( Superintendent of Education, B3) Oswaldo (Executive Director of Planejar) Thiago Godoy (Head of Education of XP) Ministry of Citizenship (TBC) |
14h30 - 15h45 |
Panel 8 - Culture and financial education The importance of culture, values and cognitive and non-cognitive aspects for literacy and financial behavior, since early childhood Moderator: Isabella Pereira (Researcher at Center for Behavioral Studies and Research, CVM) Andréa Patapoff, PhD (Pedagogue and PhD in Educational Psychology, Professor at FE, Unicamp) Daniel Capistrano, PhD (Researcher, University of Dublin) Henrique Castro, PhD (UFRGS, WVS-Brasil and V20) Martin Iglesias (Investment Recommendation Manager at Itaú Unibanco) |
15h45 - 16h15 |
Closing Statements José Alexandre Vasco (Investor Protection and Orientation Superintendent, CVM) Christianne Bariquelli (Superintendent of Education, B3) Ana Leoni (Superintendent of Investor Education and Market Data, Anbima) |