DMS Offshore Investment Services Ltd. (DMS) will host its 4th
Annual Offshore Investment Funds Summit in São Paulo,
Brazil, on November 18, 2014. This year's summit will focus on
the opportunities and challenges for Brazilian asset managers
seeking to raise capital offshore, and developments in the local
market with investment diversification and institutional
fundraising. The summit will also examine new international
regulations impacting the fund industry.
Don Seymour and Executive Director
Francine Balbina will be joined by several leading industry experts speaking at the conference.
The roster comprises Alan Craig, Partner at Campbells law firm;
Alper Ince, Managing Director and Partner of Pacific Alternative
Asset Management; Fred Jacobs, Managing Director of SS&C Global
Op Alternative Investment Division; Ana Cecilia Manente, Partner in
the firm of Levy & Salomão Advogados' Corporate
& Capital Markets Group; Cary J. Meer, Partner in K&L
Gates' Washington, D.C. office; Daniel Walter Maeda Bernardo,
who is responsible for the management of registrations and
authorizations at Brazil's Comissao de Valores Mobiliarios
(CVM); Dara Chapman, Founder of DLC Consulting; Francisco Reis,
Jr., an executive with the Pension fund Division of Grupo Icatu;
Leonardo Camozzato, Managing Partner at HMC Itajuba; Luke Wilson, a
Managing Director with ACA Compliance Group and Thomas Hickey III,
Partner and business lawyer with Foley & Lardner LLP.
"Changing dynamics in the international financial markets
and new and increasing international regulations present us with a
timely opportunity to discuss their impact on Brazilian fund
managers and the Latin American financial markets in general,"
Anne Storie, Chief Executive Officer of DMS. "We have
assembled a strong line-up of experts who will each bring to the
summit unique and well-informed perspectives, based on their market
Previous summits have attracted hundreds of hedge fund managers,
investors, lawyers and finance professionals and the organizers are
expecting similar participation at this year's event.
Allied with the summit, DMS will also host a workshop on the
Foreign Account Tax Compliance Act (FATCA) for Brazilian media
representatives. Brazil signed an intergovernmental agreement with
the U.S. in September for the automatic exchange of tax
information, under FATCA.
Ms. Balbina noted: "DMS is pleased to once again work with
several partners to bring this summit to fund managers in Brazil.
From our experience in the market, we are aware that many are
looking for information and opportunities for pension and other
investments that can be done offshore. We hope this summit will
help them to better understand not only the market prospects, but
the regulatory requirements that they will need to meet, as it has
done in the past."
DMS opened its São Paulo office in 2010 and hosts the
annual summit to bring together industry professionals in Brazil to
gain real insights into investor expectations, market developments
and opportunities for business growth.
This year's summit is supported by Campbells, SS&C Globe
Op, the Alternative Investment Management Association (AIMA), LatAm
Alternatives, Brazilian American Chamber of Commerce, Bloomberg,
CME Group, INOVA and Capital Aberto.
The summit will be held at the Tivoli São Paulo-Mofarrej
hotel in São Paulo. Additional details on the summit and
registration can be found on the summit website
About DMS Offshore:
DMS Offshore Investment Services Ltd. (DMS) is the worldwide
leader in fund governance with more than 225 professionals
representing leading investment funds with assets under management
exceeding $330 billion. DMS provides trusted and comprehensive Fund
Governance, FATCA, AIFMD, Banking + Custody, Trust, Corporate and
Outsourcing solutions that support investments across a range of
structures, and diverse investment strategies. DMS Offshore works
as a "one-stop-shop", offering Brazilian and Latin
American fund managers a comprehensive range of professional
services for offshore investment.
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