Time for New Strategies?
Transcrição
Time for New Strategies?
INVESTIMENTo & DESENVoLVIMENTo IMoBILIÁRIo No BRASIL REAL ESTATE INVESTMENT & DEVELoPMENT IN BRAZIL The 3rd Annual sÃo PaUlo 6-7 noVeMBer INTERCONTINENTAL HOTEL Cover Image © Pedro Kok / www.pedrokok.com.br portuguese & eNglisH program programa em portuguÊs & iNglÊs Time for New Strategies? ParCeiros oFiCiais OFFICIAL PARTNERS In partnership with... BRAZILIAN ASSoCIATIoN oF PENSIoN FUNDS PARTICIPANTES OFICIAIS / OFFICIAL PARTICIPANTS PREVI SILVIO LEAL Executive manager RE Investment BRAZIL PETROS SONIA NUNES DA ROCHA PIRES FAGUNDE Gerente Executiva de Participações Imobiliárias BRAZIL PSS LUIZ AUGUSTO BASTOS DIAS DA SILVA diretor Gerente BRAZIL FUNDACAO CESP - PENSION FUND FRANCISCO DE AUGUSTINIS Real Estate Investment manager BRAZIL BANESPREV - PENSION FUND ARLETE NESE Investment & Financial manager BRAZIL VALIA - PENSION FUND CARLA SAFADY MEIRELLES manager - Real Estate Investment BRAZIL FAPES RODRIGO DE CARVALHO MAGALHÃES Gerente de Participações II FAPES LEONARDO SHOR Analista Administrativo Financeiro fauZe Barreto antun Partner - Real Estate PatRIa InVEstImEntos PÉrSio arida Chairman BtG PaCtual alinio aZevedo Director, Development, S. America & Caribbean FouR sEasons antonio Paulo MarQueS BarBoSa Superintendente Executivo HsBC BanK riCardo Behar Managing Director BRadEsCo BBI roland Bonadona COO Accor Latin America aCCoR WELCOmE BeM-Vindo (a) O PONTO DE ENCONTRO DOS QUE LIDERAM O SETOR IMOBILIÁRIO THE LARGEST COLLECTION OF REAL ESTATE LEADERS IN BRAZIL Nos dias 6 e 7 de novembro, o GRI reúne na cidade de São Paulo, investidores nacionais e internacionais, incorporadores e tomadores de decisão, que juntos têm liderado o mercado imobiliário do Brasil na atualidade, para uma série de discussões informais e em grupos reduzidos. The Brazil GRI, 6&7 November 2012 will gather international investors, leading Brazilian developers and decision makes driving the real estate industry in Brazil for a series of small and informal discussions. Como nas tradicionais reuniões do GRI, essas discussões – cada uma meticulosamente selecionada pelos líderes do setor – incentivam você e os demais participantes a tomar parte nos debates e compartilhar experiências. Uma atmosfera informal, na qual senior players conversam entre si e constroem relacionamentos. Like all GRI meetings, these discussions - each masterminded by leading industry players - encourage everybody to join in, to talk and to share. It is a place where senior players meet each other and build friendships in a setting devoid of selling pressure. Se acredita na importância de conectar-se com colegas de indústria com interesses similares e complementares aos seus, bem-vindo (a) ao Brazil GRI. If connecting with industry peers on topics of mutual interest is useful to you, we would be delighted to welcome you to the Brazil GRI. Nos vemos em São Paulo. See you in São Paulo. Gustavo Favaron, managing director GRI – Global Real Estate Institute henri alster, Chairman GRI – Global Real Estate Institute vinCent BoutenS CEO Pylos GRouP Walter CardoSo President CBRE axel ChaveS Managing Director PaladIn daniel CherMan Managing Director tIsHman sPEyER MarCela driGo Senior Vice President ClaRIon PaRtnERs dr. douGlaS durSt Chairman tHE duRst oRGanIZatIon lPs Gris lPsat atreCent reCent Gris who is at the BraZil Gri? ABU DhABI INVESTMENT AUThoRITY (ADIA) • ALCATEL LUCENT PENSIoN TRUST QUEm VOCÊ ENCONTRA NO BRAZIL GRI? BAYERISChE VERSoRGUNGSKAMMER • CAISSE DE DEPoT QUEBEC • CALPERS ChURCh CoMMISSIoNERS (UK) • CoLUMBIA UNIVERSITY INVESTMENT MANAGEMENT ÁREA dE ATUAÇÃO CPPIB • CRoWN ESTATE (UK) • DETRoIT GENERAL RETIREMENT SYSTEM • DoW BY OCCUPATION CoRPoRATIoN PENSIoN • E.oN PENSIoN MANAGEMENT • EURoPEAN PARLIAMENT n INVESToRS 39% PENSIoN FUND • FINLAND STATE PENSIoN FUND • FLEMING FAMILY & PARTNERS n DEVELoPERS 41% GE PENSIoN TRUST • GENERALI IMMoBILIER • GoThAER ASSET MANAGEMENT n LENDERS GIC (SINGAPoRE) • hARVARD MANAGEMENT CoMPANY • hERMES INVESTMENT MANAGEMENT • ILLMARINEN MUTUAL PENSIoN INSURANCE • INTEGRALE (BELGIUM) 9% n ADVISoRS 8% n oThER 3% JoEP PENSIoN FUND (DENMARK) • KBC PENSIoN FUND • LEWIS TRUST GRoUP • MEAG NÍVEL dE SENIORIdAdE MUNICh ERGo • MIChIGAN RETIREMENT SYSTEM • NATIoNAL PENSIoNS RESERVE FUND - IRELAND • NEW YoRK STATE CoMMoN RETIREMENT FUND • NJ STATE TREASURY BY SENIORITY n ChAIRMAN / CEo / CXo 27% n MANAGING DIRECToRS 37% EMPLoYEE RETIREMENT SYSTEM • oREGoN PUBLIC EMPLoYEES RETIREMENT FUND n DIRECToRS 26% PhILIPS PENSIoN FUNDS • PREVI • PRUDENTIAL INSURANCE • PSP INVESTMENTS n oThER 10% NoRDEA LIFE & PENSIoN • oMAN INVESTMENT FUND • oNTARIo MUNICIPAL (CANADA) • QATAR INVESTMENT AUThoRITY • TEXAS TEAChERS’ RETIREMENT SYSTEM TIAA-CREF • US STEEL PENSIoN FUNDS • WAShINGToN STATE EMPLoYEE RETIREMENT SYSTEM • WELLCoME TRUST MiChael fanGMan Vice President, Investment Officer PRoloGIs ...AND OTHERS Javier fauS CEO mERIdIa CaPItal feliPe GoeS CEO sÃo CaRlos BASEd ON PAST 2 YEARS’ ATTENdANCE MordeJai GoldenBerG CEO GaZIt GRouP ryan haWley VP Acquisitions staRWood CaPItal Martin JaCo CIO BR PRoPERtIEs Connect with real estate leaders IN BRAZIL PROGRAMAÇÃO TIMETABLE TERÇA-FEIRA, 6 DE NOVEMBRO TUESDAY, 6 NOVEMBER n 13H00Credenciamento n 14H00-17H30Discussões n 17H30-18H30 Cocktail Reception n 19H00-22H00 Private Board Dinner (apenas sob convite – reservado para membros do GRI, patrocinadores e discussion co-chairs/debatedores) QUARTA-FEIRA, 7 DE NOVEMBRO n 08H00Credenciamento n 09H00-10H00 Discurso de abertura n 10H30-17H30Discussões n 13H00-14H00Almoço n 17H30-18H30Confraternização de encerramento n 13H00 onwardsCheck-in n 14H00-17H30 Group Discussions n 17H30-18H30 Cocktail Reception n 19H00-22H00 Private Board Dinner (By invitation only - reserved for GRI members, sponsors and Brazil GRI discussion (co)-chairs). WEDNESDAY, 7 NOVEMBER n 08H00 onwardsCheck-in n 09H00-10H00Keynote n 10H30-17H30 Group Discussions n 13H00-14H00 Lunch n 17H30-18H30 Farewell Drinks INTERCONTINENTAL SÃO PAULO, Alameda Santos, 1123, São Paulo, SP - 01419-001, Brasil Silvio Leal Executive Manager RE PREVI Pension Fund Maximo Pinheiro Lima Socio Diretor Prosperitas Carlos Martins Founding Partner Kinea Investimentos Pat McCudden Senior VP - Real Estate & Development, Latin America Hyatt Hotels Corporation Carla Safady Meirelles Manager, Real Estate Investment VALIA - Pension Fund Marcelo Michalua Managing Director RB Capital lPs at reCent Gris PANORAMA GERAL BRASIL 2013 - Ainda um porto seguro? INVESTINDO NO BRASIL - mais do mesmo ou tempo de novas estratégias? 20% TIR - Virou sonho? INVESTIDORES E INCORPORADORES INVESTIDORES GLOBAIS E INCORPORADORES REGIONAIS - Nós “speak” a mesma língua? PARA ALÉM DE RIO/SP - Identificando “frias” e tacadas certeiras JOINT VENTURE - Testada e aprovada? FINANCIAMENTO E MERCADOS DE CAPITAIS FUNDOS DE INVESTIMENTO IMOBILIÁRIO - Ainda a “menina dos olhos”? DEBT FINANCING - Qual o novo cenário à vista? PRIVATE EQUITY - Onde investir? SETORES ESCRITÓRIOS - Onde há espaço para crescimento? GALPÕES - Cada vez mais atraentes aos investidores? INVESTINDO EM HOTÉIS - Aposta segura? roBerto Miranda de liMa President autonomy alfonSo MunK Chief Investment Officer PRudEntIal RE InVEstoRs Ken a MunKaCy Senior Managing Director GId THE BIG PICTURE BRAZIL 2013 - Still a safe harbor? INVESTING IN BRAZIL - more of the same or time for new strategies? 20% IRR - Is this now a dream? INVESTORS & DEVELOPERS FOREIGN INVESTORS & LOCAL DEVELOPERS - Are they speaking the same language? NEW HOTSPOTS OUTSIDE RIO/SP - What is risky, what is safe? JVS NOW - Tried, tested, approved? FINANCE AND CAPITAL MARKETS REAL ESTATE INVESTMENT FUNDS - Are times still that prosperous? DEBT FINANCING - What is the new reality for lenders? PRIVATE EQUITY FUNDS - Where to invest? SECTORS OFFICE - Where is room for growth? LOGISTICS - Are investors aware of its beauty? INVESTING IN HOTELS - Safe bet? douGlaS Munro Senior Vice President HInEs arlete de arauJo Silva neSe Investment & Financial Manager BanEsPREV, PEnsIon Fund alan Pardee Managing Partner mERCuRy CaPItal PROGRAm HIGHLIGHTS sessÕes eM destaQUe KeYnote KeYnote eConoMia GloBal e Brasil - Nova “marolinha” ou maremoto à vista? eConoMiC oUtlooK - Will ripple turn into trouble? PÉrsio arida chairman BtG PaCtUal brazil Keith ParKer Head of Real Estate tHE FIRst InVEstoR niCholaS reade CEO BRooKFIEld InCoRPoRaCoEs neSSiM daniel Sarfati Diretor de Propriedades Comerciais CyREla CommERCIal PRoPERtIEs franCiSCo de alMeida Silva Diretor Superintendente Joao FoRtEs EnGEnHaRIa Walter torre Jr President WtoRRE s.a. Ken Wainer Managing Principal VBI REal EstatE BraZil Gri 2012 n attendees list Veja a lista de participantes atualizada: www.globalrealestate.org/Brazil2012/Participants Ou com seu smartphone utilizando QR code ao lado Access up-to-date list of participants by visiting: www.globalrealestate.org/Brazil2012/Participants Alternatively, view with your smartphone using the QR code on the right. Utilize seu smartphone (QR code app) Scan with QR APP to view participants Brasil 2013 - Ainda um porto seguro? BraZil 2013 - Still a safe harbor? aXel ChaVes managing director Paladin brazil silVio leal executive manager re investment PreVi - Pension FUnd brazil daniel CherMan managing director tishMan sPeYer brazil daVid lYnn ceo and founder lCM, llC usa andre Freitas managing director Credit sUisse hedGinG-GriFFo brazil doUGlas MUnro senior vice president hines brazil rYan hawleY vp acquisitions starwood CaPital brazil Keith ParKer head of real estate the First inVestor qatar Martin JaCo cio Br ProPerties brazil edward saMeK managing director the CarlYle GroUP usa Axel Chaves daniel Cherman Andre Freitas Ryan Hawley martin Jaco Silvio Leal douglas munro Keith Parker Edward Samek Walter Cardoso Luis Ceccon Felipe Goes mordejai Goldenberg Jose Paim Nicholas Reade Francisco Silva michel Steinberg Ken Wainer 20% tir - Virou sonho? 20% irr - Is this now a dream? FrederiCo aZeVedo director ConstrUtora altana ltda brazil Jose PaiM founder and ceo MaXCaP brazil walter Cardoso president CBre brazil niCholas reade ceo BrooKField inCorPoraCoes brazil lUis CeCCon structured real estate Plata CaPital Partners brazil FranCisCo silVa diretor superintendente Joao Fortes enGenharia brazil FeliPe Goes ceo sÃo Carlos eMPreendiMentos e PartiCiPaCoes brazil MiChel steinBerG director PlUral CaPital brazil MordeJai GoldenBerG ceo GaZit GroUP brazil Ken wainer managing principal VBi real estate brazil dISCUSSIONS 2012 disCUssÕes inVestindo no Brasil - Mais do mesmo ou tempo de novas estratégias? inVestinG in BraZil - More of the same or time for new strategies? JaVier FaUs ceo Meridia CaPital spain roBerto Miranda de liMa president aUtonoMY brazil MarCelo FedaK head of real estate BtG PaCtUal brazil alFonso MUnK chief investment officer PrUdential re inVestors usa MaXiMo liMa socio diretor ProsPeritas brazil Ken MUnKaCY senior managing director Gid usa Carlos Martins founding partner Kinea inVestiMentos brazil alan Pardee managing partner MerCUrY CaPital usa Javier Faus marcelo Fedak maximo Lima Carlos martins Roberto miranda de Lima Alfonso munk Ken munkacy Alan Pardee Ricardo Behar Rafael magalhaes Jose Ernesto marino Neto Rodrigo Selles Leonardo Zambolin Geraldo majela Arlete Nese Antonio Quirino Carla Safady meirelles PriVate eQUitY - Onde investir? PriVate eQUitY FUnds - Where to invest? riCardo Behar md BradesCo BBi brazil rodriGo selles director PlUral CaPital brazil raFael MaGalhaes president delos asset ManaGeMent brazil leonardo ZaMBolin vp real estate, latam GoldMan saChs brazil Jose ernesto Marino neto presidente Bsh internaCional brazil FUndos de PensÃo - Dinheiro para todos? Pension FUnds - Cash for everyone? FranCisCo de aUGUstinis real estate investment manager FUndaCao CesP - Pension FUnd brazil antonio QUirino founding partner Porto inVestiMentos e PartiCiPaÇÕes brazil Geraldo MaJela vice president doMUs CoMPanhia hiPoteCaria brazil Carla saFadY Meirelles manager - real estate investment Valia - Pension FUnd brazil arlete nese investment & financial manager BanesPreV - Pension FUnd brazil Vitor hUGo roQUete diretor comercial oPUs Gestao de reCUrsos brazil Francisco de Augustinis BraZil Gri 2012 esCritÓrios - Onde há espaço para crescimento? oFFiCe - Where is room for growth? Fernando Faria vice president CBre brazil JoMar Monnerat director/partner oPPortUnitY brazil rodriGo aBBUd managing partner VBi real estate brazil BrUno nÓBreGa director area realtY brazil roBerto de aBreU Pereira partner etoile brazil nessiM sarFati diretor de propriedades comerciais CYrela CoMMerCial ProPerties brazil dr. doUGlas dUrst chairman the dUrst orGaniZation usa adriano soares presidente as ConstrUtora brazil Basilio JaFet president FiaBCi brazil walter torre Jr president wtorre s.a. brazil Fernando Faria Rodrigo Abbud Roberto de Abreu Pereira dr. douglas durst Basilio Jafet Jomar monnerat Nessim Sarfati Adriano Soares Walter Torre Jr Eduardo de Barros Pedro Klumb Cristiane mamprin de C. Guerra maria Luisa Cravo Wittenberg Gustavo Nicolau Nilson Nóbrega damon Pitler Cesar Refosco seCUritiZaÇÃo - Onde vai esse mercado? seCUritised deBt - What is coming next? edUardo de Barros director noVa FinanCial brazil Pedro KlUMB ceo MsFi FinanÇas iMoBiliÁrias brazil inVestidores GloBais e inCorPoradores reGionais - Nós “speak” a mesma língua? ForeiGn inVestors and loCal deVeloPers - Are they speaking the same language? Cristiane MaMPrin de C. GUerra partner loBo & de riZZo brazil nilson nÓBreGa ceo PriMa brazil heiKo aChilles managing director aChilles real estate deVeloPMent germany daMon Pitler director oas eMPreendiMentos brazil Maria lUisa CraVo wittenBerG manager of investments facilitation aPeX - Brasil brazil Cesar reFosCo director JUrere internaCional brazil GUstaVo niColaU director aKYlas PatriMonial brazil dISCUSSIONS 2012 disCUssÕes deseVolViMento residenCial - Mcmv, classe média ou alto padrão? residential deVeloPMents - Affordable, middle or high end? MarCUs araUJo president datastore brazil rodriGo riBeiro diretor QUartZo inCorPoradora brazil adilson ardito finance director ConsPar UrBanisMo brazil edUardo shPaisMan owner shPaisMan brazil renato GarCia managing director rG salaManCa CaPital brazil Celso MinorU toKUda real estate BtG PaCtUal brazil Jose Manoel loPeZ socio / diretor MaUa inVestiMentos brazil Pedro wahMann presidente seCoVi - rJ brazil JosÉ MarQUes diretor PoliteC inCorPoradora brazil GilBerto ZaBorowsKY ceo ZaBo brazil marcus Araujo Adilson Ardito Renato Garcia Jose manoel Lopez José marques Rodrigo Ribeiro Eduardo Shpaisman Pedro Wahmann Gilberto Zaborowsky Celso minoru Tokuda Antonio Barbosa Luiz Franca Luiz Franca Gueitiro Genso Jose machado Flavio mantesso Alexandre Caiado João Crestana Fabio Nogueira deBt FinanCinG - Qual o novo cenário à vista? deBt FinanCinG - What is the new reality for lenders? antonio BarBosa superintendente executivo hsBC BanK brazil GUeitiro Genso diretor de credito imobiliario BanCo do Brasil brazil PaUlo sÉrGio Ferraro presidente BanCo nordeste brazil Jose MaChado diretor santander brazil lUiZ FranCa presidente itaU UniBanCo brazil FlaVio Mantesso business director eCCelera brazil MerCado iMoBiliÁrio - Há espaço para aumento de preços? Onde? BraZil real estate - Can prices still go up? where? aleXandre Caiado ceo Gold sea PartiCiPaÇÕes brazil FaBio noGUeira director vp BanCo PanaMeriCano brazil JoÃo Crestana presidente conselho consultivo seCoVi - sP brazil saMUel M. santos Jr. president director BradesCo - BsP brazil rodriGo Freire vice president Porto Freire enGenharia brazil rosanna ZraiCK diretora de desenvolvimento & negocios iron hoUse real estate brazil BraZil Gri 2012 GalPÕes - Cada vez mais atraentes aos investidores? loGistiCs - Are investors aware of its beauty? MiChael FanGMan vice president, investment officer ProloGis brazil hailton liBeratore commercial director liBerCon enGenharia brazil Gilson sChilis owner FUlwood brazil eriKa MatsUMoto diretora raCional eMPreendiMentos brazil thoMaZ CaMarGo founding partner red brazil raPhael Passarella neto senior analyst Gwi real estate brazil edUardo FonseCa diretor de estruturação MaUa inVestiMentos brazil Mariana sChilis gerente FUlwood brazil PaUlo GodoY diretor airPort town brazil FaBio VidiGal head of real estate MaUa inVestiMentos brazil michael Fangman Gilson Schilis Thomaz Camargo Eduardo Fonseca Paulo Godoy Hailton Liberatore Erika matsumoto Raphael Passarella Neto mariana Schilis Fabio Vidigal Ariano Cavalcante de Paula marcio de Oliveira Wagner mello Bento moreira Filho Thomas E. Huth Joseph Williams Para alÉM de rio/sP - Identificando “frias” e tacadas certeiras new hotsPots oUtside rio/sP - What is risky, what is safe? GUilherMe Carneiro director sQUadra enGenharia brazil waGner Mello diretor sPel - eMPreendiMentos brazil ariano CaValCante de PaUla presidente seCoVi - MG brazil Bento Moreira Filho vice president eBM inCorPoraCoes brazil MarCio de oliVeira president M.o. brazil Vitor wJUnisKi director stUhlBerGer brazil Guilherme Carneiro Joint VentUre - Testada e aprovada? JVs now - Tried, tested, approved? VinCent BoUtens ceo PYlos GroUP brazil thoMas e. hUth president - ceo PalladiUM usa JosePh williaMs ceo indeV CaPital brazil Vincent Boutens dISCUSSIONS 2012 disCUssÕes SESSÃo ESPECIAL • WoRKShoP raio-X da deManda iMoBiliÁria - Como eliminar riscos no desenvolvimento residencial? n Entendendo as diferentes demandas regionais e o comportamento do consumidor. n Análise da intenção de compra (2008 – 2012) e tendências futuras. n Investidor pessoa física e o impacto no mercado ChanGinG deMand - What residential projects will be successful? n Understanding regional specifics and changes in consumer behaviour n What is the overall outlook? X-Ray of the demand in the last 4 years n What impact do investors have on future projects? MARCUS ARAUJO • President DATASTORE brazil MerCado iMoBiliÁrio - Quais setores oferecerão bons retornos em 2013 e 2014? BraZil real estate - Which sectors will deliver best IRRs in 2013 and 2014? BrUno lasKowsKY brazil arMando MesQUita netto diretor desenvolvimento de novos negócios Metodo enGenharia brazil ViCtor MosCoso executive director BtG PaCtUal brazil edUardo silVa socio - director FraMe CaPital brazil alessandro Vedrossi executive director BrooKField inCorPoraCoes brazil Bruno Laskowsky Armando mesquita Netto Victor moscoso Alessandro Vedrossi Cesar Coelho marcelo miranda Gustavo Pellicciari Gabriel Raad MerCado residenCial - Falta de mão-de-obra e burocracia engolindo as margens? residential - Will lack of manpower and bureaucracy eat all our margins? Cesar Coelho gerente executivo PoliteC inCorPoradora brazil daniel Peres sócio rio Verde enGenharia e ConstrUÇÕes brazil MarCelo Miranda ceo PreCon enGenharia brazil GaBriel raad diretor geral ConstrUtora laGUna brazil GUstaVo PelliCCiari diretor CaMarGo Correa d.i. brazil BraZil Gri 2012 FUndos de inVestiMento iMoBiliÁrio - Ainda a “menina dos olhos”? real estate inVestMent FUnds - Are times still that prosperous? Carlos loZenZo Filho partner itaJUBa inVestiMentos brazil adriano Mantesso executive director BtG PaCtUal brazil sÉrGio BelleZa Filho ceo FUndo iMoBiliario ConsUltoria brazil rodriGo MennoCChi executive director BtG PaCtUal brazil edUardo Carone partner neo inVestiMentos brazil MarCelo MiChalUa managing director rB CaPital brazil rodriGo Coelho director PlUral CaPital brazil raPhael Zanola partner oPPortUnitY brazil Carlos Lozenzo Filho Sérgio Belleza Filho Eduardo Carone Rodrigo Coelho Pedro Coelho Adriano mantesso Rodrigo mennocchi marcelo michalua Raphael Zanola mari Canton maxime Barkatz Calvin Champlin Xavier marceau mark mursky Fernando Pulin Samuel Sicchierolli Ricardo Suarez Pedro Coelho board member sQUare asset ManaGeMent portugal inVestidores internaCionais - Ainda lutando por um pedaço do Brasil? ForeinG inVestors - Still scrambling to capture a piece of Brazil? Mari Canton managing partner CorPorate & realtY adVisors usa MarK MUrsKY managing partner BrooKField FinanCial canada MaXiMe BarKatZ managing director aUrea real estate france Fernando PUlin managing director deVeloPinG inCorPoradora brazil CalVin ChaMPlin president QUadrant PlanninG usa saMUel siCChierolli chief executive officer VCi holdinG brazil MarK CUrtis-Bennett managing partner aldaBra inVestMents uk GUillerMo silBerMan vice president wP CareY usa lee M. elMan partner elMan inVestors usa riCardo sUareZ vp acquisitions and development starwood hotels usa XaVier MarCeaU head of property operations l’orÉal france dISCUSSIONS 2012 disCUssÕes deManda e oFerta hoteleira - Harmonia ou turbulência? hotel deMand and sUPPlY - Harmony or turbulance? roGerio Basso evp - acquisitions & development terranUM hotels colombia GUillerMo Corral diretor CCtM brazil roland Bonadona coo accor latin america aCCor brazil Jose roMeU FerraZ neto presidente do conselho consultivo sindUsCon-sP brazil FlaVia BUiati cfo rio QUente resorts brazil Gastao Valente executive director BtG PaCtUal brazil edUardo CaMPos director slaViero hoteis brazil Bernard Van der lande managing director hodGes ward elliott usa Rogerio Basso Roland Bonadona Flavia Buiati Guilherme Cesari Jose Romeu Ferraz Neto Gastao Valente Andrea druck marcelo Gomes Pedro Lodovici Leucio marques Pedro miranda Eduardo Scopel GUilherMe Cesari vp development Marriott international brazil CoMUnidades PlaneJadas - Futura tendência de desenvolvimento no Brasil? Planned CoMMUnities - Future development trend in Brazil? FeliPe CaValCante presidente adit Brasil brazil Pedro lodoViCi chief financial officer CiPasa UrBanisMo brazil raQUel doMBrosKi director developments aBaCo brazil leUCio MarQUes socio presidente lM PartiCiPaCoes brazil andrea drUCK director haBitasUl brazil Pedro Miranda founder & ceo itaCare CaPital Partners brazil MarCelo GoMes director Cidade Pedra BranCa brazil edUardo sCoPel managing director & founder sCoPel brazil lUiZ lissner cfo daMha UrBaniZadora brazil Felipe Cavalcante BraZil Gri 2012 CiClo iMoBiliÁrio Brasileiro - Ainda em ascenção? real estate CYCle - Brazil still on the up? MarCela driGo senior vice president Clarion Partners brazil MarY taKeda director BanCo PanaMeriCano brazil UlYsses slaViero JUnior presidente s2 ConstrUtora e inCorPoradora brazil ClaUdio taVares de alenCar professor e pesquisador do nre-poli UsP brazil serGio neGro ceo brazil PYlos GroUP brazil Joao toUrinho cio & portfolio manager MaUa inVestiMentos brazil riCardo reis president enGeFleX brazil John tsUi managing principal PeninsUla hoUse usa marcela drigo Ulysses Slaviero Junior Sergio Negro Ricardo Reis Rodrigo Sancovsky mary Takeda Claudio Tavares de Alencar Joao Tourinho John Tsui Roberto Amorim Alinio Azevedo Carlos Bacha Constantino Bittencourt Viviene Boverio margarida Fraga Pat mccudden Francis muûls Renato Rizzo rodriGo sanCoVsKY partner FaMa inVestiMentos brazil inVestindo eM hotÉis - Aposta segura? inVestinG in hotels - Safe bet? roBerto aMoriM vp acquisitions and development starwood hotels & resorts brazil osValdo ChUdnoBsKY director Posadas hotels & resorts brazil alinio aZeVedo director, development, s. america & caribbean FoUr seasons usa MarGarida FraGa partner BrooKField FinanCial brazil Carlos BaCha gerente de real estate BanCo Modal brazil Pat MCCUdden svp - real estate and development, latin america hYatt hotels CorPoration usa Constantino BittenCoUrt diretor Fasano brazil FranCis MUÛls vp acquisitions & development Meridia CaPital spain ViViene BoVerio development manager aCCor brazil renato riZZo diretor presidente iVo riZZo inCorPoradora brazil dISCUSSIONS 2012 disCUssÕes inVestindo eM shoPPinG - Preços ainda fazem sentido? inVestinG in shoPPinG and retail - Have prices gone crazy? FaUZe Barreto antUn partner - real estate Patria inVestiMentos brazil GUilherMe nalon partner sUMMer real estate brazil serGio Brandao Marins director sGGC brazil MarCio tarGa cfo M. GrUPo brazil thiaGo Cordeiro executive director BtG PaCtUal brazil FiliPe VasConCelos ceo BrooKField Gestao de eMPreendiMentos brazil lUiZ Fernando Pinto VeiGa president aBrasCe brazil Fauze Barreto Antun Sergio Brandao marins Thiago Cordeiro Luiz Fernando Pinto Veiga Guilherme Nalon Filipe Vasconcelos Andre Brendel Remy dantas Lucas moreira Fabio Guimaraes Nogueira Leopoldo San martin Leonardo Sanchez Paulo Lima Luis mirabelli Fabio monteiro Fernando Ortiz michael Teich Minha Casa Minha Vida - Euforia vs. realidade aFFordaBle hoUsinG - Euphoria vs. reality norton Bastos partner west 4th CaPital brazil lUCas Moreira conselheiro administrativo arriMo ConstrUÇÕes brazil andre Brendel portfolio management PrUdential brazil FaBio GUiMaraes noGUeira diretor QUartZo inCorPoradora brazil reMY dantas diretor haBitaX brazil leoPoldo san Martin general director Casa Pinar brazil GUstaVo MaGno diretor regional rj ConX brazil leonardo sanCheZ fund manager leonardo sanCheZ brazil Norton Bastos FinanCiando ProJetos - Dinheiro suficiente para tudo? FinanCinG deVeloPMents - Enough money for everything? PaUlo liMa ceo PatrinVest brazil Fernando ortiZ director e-FinanCe brazil lUis MiraBelli vp business development rCi - soUth aMeriCa argentina thais PoleGato superintendente executivo BradesCo - BsP brazil FaBio Monteiro financial director s2 ConstrUtora e inCorPoradora brazil MiChael teiCh managing director aVenida CaPital usa Partners indUstrY Partners senior Media Partner MAIORES INFORMAÇÕES /FURTHER INFORMATION GUSTAVO FAVARON, Managing Director [email protected] • UK Tel +44 20 7121 5085 • BR Tel +55 11 3958 7567 Apex-Brasil is the Brazilian Trade and Investment Promotion Agency, an institution of the Federal Government. We identify investment opportunities and assist foreign investors and industries in setting up their operations in Brazil. The Agency focuses on companies and projects within some priority sectors, including Real Estate. Apex-Brasil is prepared to assist in all steps of the investor’s decision-making process. our service portfolio ranges from identifying and contacting potential investors for a particular industry segment to supporting a future investor understand Brazil. We can provide analysis on industry sectors, markets, economic trends, general guidelines on legal and fiscal matters as well as information on input costs, suitable locations and talent pool availability. With our extensive network of contacts, Apex-Brasil can also act as liaison between potential local partners, key suppliers and local authorities. [email protected] Líder em pesquisa e inteligência de mercado para o setor imobiliário, a datastore atende mais de 150 incorporadoras, investidores, loteadoras e construtoras em todo o território nacional. Uma participação protagonista na definição da nova malha urbana brasileira, construída ao longo de 18 anos de experiência. A trajetória da datastore, de pequenas cidades à grandes centros urbanos, nos preparou para atender e oferecer suporte à tomada de decisões estratégicas de todo tipo de empreendimento imobiliário, independente do tamanho, localização ou mercado de atuação. de loteamentos a condomínios residenciais, comerciais, mixed-use a distritos industriais, a datastore oferece as melhores ferramentas de pesquisa mercadológica nos processos de captação, definição de produto, vocação de áreas, quantidade ótima de unidades, programas de lazer, elasticidade de preço, vendas e marketing de empreendimentos imobiliários. s i lV e r s Pon so r Marcus araujo Tel +55-19-2138-2525 [email protected] CB Richard Ellis was established in Brazil in 1979. We are proud to have created a major business-oriented platform in the country and in Latin America. Our company operates nationwide through 12 specialized departments, which are prepared to meet the needs of investors, constructors and developers, as well as occupiers and owners throughout the stages of a Real Estate development project. danilo Monteiro Tel +55 11 5185 4688 [email protected] www.datastore.com.br Lobo & de Rizzo Advogados is a law firm comprising professionals with large experience in assisting companies and their shareholders in both Brazilianbased and international transactions of high complexity level. The firm is based in São Paulo and has an office in Rio de Janeiro. Cristiane Mamprin de Castro Guerra Tel +55 11 3702 7011 [email protected] G ol d s Pon s or lU n Ch sPon s or www.apexbrasil.com.br s i lV e r s Pon so r oF F iCial Part n e r sPonsors Pylos was founded in early 2001 and is currently active in 5 countries (Belgium, Luxemburg, France, Switzerland and Brazil). In the coming 5 years the Pylos Group will deliver 700 million euros in value to the different markets in which it is active whilst keeping its eye on new business opportunities and geographical expansion. Vincent Boutens Tel +55 11 3758 3881 [email protected] reGistration notes CoMo se reGistrar 1. Envie o formulário preenchido para: [email protected] 2. Envie o formulário via fax: +44 20 7388 8740 3. Faça o download do formulário no www.globalrealestate.org/brazil2012 4. Ligue: (11) 3958 7567 ou +44 20 7121 5060 4 easY waYs to reGister 1. Tear out and Fax the Form on the right to : +44 20 7388 8740 2. Scan and email the completed Form to: [email protected] 3. Download another copy at www.globalrealestate.org/brazil2012 4. Call: +44 20 7121 5060 loCal hoTEL INTERCoNTINENTAL , São Paulo Alameda Santos, 1123 São Paulo, SP - 01419-001, Brasil www.intercontinental.com/saopaulo VenUe INTERCoNTINENTAL, São Paulo Alameda Santos, 1123, São Paulo, SP - 01419-001, Brasil www.intercontinental.com/saopaulo aCoModaÇÃo Reserve sua hospedagem diretamente com o hotel: Fax +55 11 3179 2619 ou pelo email [email protected] Nao esqueça de referir-se à “GRI” na hora da reserva (preço especial negociado para o evento). Acomodação não inclusa na taxa de inscrição inForMaÇÕes Para Visto Verifique com antecedência sobre a necessidade de visto para entrada no Brasil. Podemos lhe enviar uma carta formalizando sua participação no evento caso a mesma seja necessária para a obtenção do visto. Para maiores detalhes favor contactar Diego Tavares via email [email protected] ou: UK tel. + 44 20 7121 5085 BR tel +55 11 39587567 BadGes/CraChÁ Todos os participantes deverão usar o crachá fornecido pela organização. A participação não será permitida sem o uso do referido crachá. terMos e CondiÇÕes Inscrição individual e não pode ser compartilhada. Cobrança será efetuada após recebermos o formulário. o valor da inscrição deve ser pago na totalidade antes da conferência. Caso contrário a admissão não será permitida. Confirmação será enviada no ato do recebimento do pagamento. Caso não tenha recebido a confirmação em até 14 dias após o envio de sua inscrição, favor nos contactar para confirmar sua reserva. Cancelamento e transferência para colegas precisam ser feitos por escrito. Transferência integral a um colega é permitida a qualquer momento. 90% de reembolso será aplicado caso o cancelamento seja informado até 3 de outubro 2012. Lamentamos informar que o reembolso não será possível para cancelamentos recebidos após essa data. PaGaMento direto no dia do eVento Taxa para pagamento direto no dia do evento (dinheiro ou cartao de crédito apenas) US $175. aCCoMModation Book directly with the hotel by: fax +55 11 3179 2619 or by email to [email protected] Please remember to quote “Gri” when booking. Lodging costs are not included in the conference fees. Visa inForMation Please check prior to travel if a visa to Brazil is required. We are able to offer a formal letter for registered attendees in support of the visa application. For further details please contact Diego Tavares via email [email protected] or: UK tel. + 44 20 7121 5085 BR tel +55 11 39587567 BadGes Delegates must wear badges at all times. Admission will regrettably not be possible otherwise. terMs and Conditions Registrations are per person and cannot be shared between colleagues. Registrations can be transferred to colleagues any time prior to the event. Cancellation and transfer to colleagues must be in writing. 90% refund will apply if cancellation is received before (3 october 2012). We regret no refunds are possible for cancellations received thereafter. onsite Cash reGistrations Fee for onsite payment (credit card or cash only) US$175. (1) CheCK Check and methods of payment other than credit cards incur an additional US$75 charge. Pay “GRI”. Mail check and registration form to: GRI, 10 Melton Street, London NW1 2EB, UK. (2) GroUP rate Group rate is per person. Applies to groups of 3 or more participants. Need not be from the same company. Please note that registration fee reductions are not cumulative. INDUSTRY PARTNER (1) CheQUe Uma taxa adicional de US$75 se aplica no caso de pagamento via cheque e outros métodos que não sejam cartão de crédito. Pagar “Gri”. Endereço para envio do cheque e formulário de registro: GRI, 10 Melton Street, London NW1 2EB, UK. (2) tariFa Para GrUPos Tarifa para grupos refere-se a participação individual. Aplica-se para grupos de 3 ou mais participantes (necessariamente da mesma empresa). Note que o valor reduzido das inscrições não é acumulativo. 14-16 November 2012 Palais des Festivals, Cannes, France w w w.mapic .com inForMaÇÕes adiCionais oPortUnidades de PatroCÍnio o Brazil GRI é uma plataforma privilegiada para você reforçar sua marca entre os líderes do setor imobiliário. Uma oportunidade única de alcançar aqueles que podem fazer a diferença para os seus negócios. o GRI possui um número limitado de pacotes de patrocínio que podem ser moldados de acordo com seu interesse e orçamento. Entre em contato! sPonsorshiP oPPortUnities Take the opportunity to strengthen your position in the real estate market and reach a senior audience of real estate professionals across the globe. The GRI has a limited number of commercial packages available and our sponsorship team will be happy to tailor a package to ensure you maximise your return on investment. Para maiores informações e cotação: To discuss sponsorship opportunities contact the team: hassan Gani, International Project Director Tel +44 20 7121 5084 [email protected] Kerisia Powell, International Project Director Tel +44 20 7121 5083 [email protected] BRAZIL GRI 2012 INSCRIÇÃO REGISTRATION FORM fax to: +44 20 7388 8740 or scan and email to: [email protected] First Nome Initials Last Sobrenome Mr/Mrs/Dr Sr(a)./Dr(a) (III/Jr/...) NickNAME REGISTER BY 21 SEPTEMBER AND SAVE UP TO $300 BRAZIL GRI 2012 Single Participação individual Group Rate (per person) Discussion Chair Valor para grupos (por pessoa) Discussion (co-)Chair debatedores Before 21 Sep Até 21 Set US$ 2,675 US$ 2,475 US$ 1,875 Direct tel Tel. direto After 21 Sep Após 21 Set US$ 2,975 US$ 2,675 US$ 2,175 Email Fee for payment methods other than credit card: Taxa para pagamento para outros métodos diferente de cartão de crédito: US$ Fee for onsite payment (credit card or cash only): Taxa para pagamento no dia do evento (dinheiro ou cartao de crédito apenas): US$ 175 position/job title cargo São Paulo, 6-7 November Intercontinental São Paulo 75 company Empresa ref: 1wb assistant Secretária ASSISTANT Tel Tel. Secretária n PAYMENT DETAILS Detalhes para pagamento A receipt will be returned Será enviado um recibo. Please tick favor assinalar ASSISTANT email q Visa q Mastercard q AmEx q check (+us$ 75)(1) Card Number NÚmero do cartão Address Endereço Name on Card Nome no cartão *CSC/CVV CÓdigo de segurança Expiry válido até (MANDATORY/INFORMAÇÃO MANDATÓRIA) City CidadeState/province/county Estado Signature Assinatura Postcode CEPCountry País Division’s web address (ex: www.company.ext/division...) Endereço eletrônico Credit Card Billing address, if different from above (important, please provide) Endereço do cartão, caso diferente do já informado (importante, favor informar) Street Address Endereço q INVESTOR q PENSION (Investor) q PROPERTY COMPANY (Developer) q INFRASTRUCTURE COMPANY q LENDER q HOTEL (Company) q INVESTMENT BANK q CORPORATE (User) q AGENT (Surveyor) q ADVISOR (Accountant/Tax) q LAWYER q A&E (Architect/Engineer) q TITLE (COMPANY) q GOVERNMENT (Officials) q ECONOMIC DEVELOPMENT q ACADEMIC (Think Tank) q MEDIA q TRADE (Group/Exhibit/ Conference Organiser) q OTHER_________________ City Cidade State/County/province Estado Postcode CEP *The CSC is the final three digit number printed on the reverse of your card along the signature strip. for american express cards, please provide the four digit cvv located above the card number. *CSC são os 3 últimos dígitos impressos no verso do cartão próximo a linha designada à sua assinatura. Para cartões da American Express, favor informar os 4 dÍgitos localizados sobre o número do cartão. THE GRI A GLOBAL CLUB The GRI is a global club of senior real estate investors, developers and lenders that runs its activities through a collection of annual meetings focussed on different regions of the world. At GRI meetings there are no speakers or panellists, just informal discussions in small groups, where everyone participates equally. If building close relationships with the driving elite of the real estate industry at the most senior levels can be useful, we welcome you to join us. E V E N T S 2012 2013 All material throughout this brochure is subject to change without notice. RUSSIA GRI GRI 2012 EUROPE SUMMIT 2012 events GRI EUROPE SUMMIT 2012 Paris, 11-12 September INDIA GRI2012 RUSSIA GRI 2012 Moscow, 19-20 September BRAZIL GRI2012 New Europe GRI2012 INDIA GRI 2012 Mumbai, 4-5 October BRAZIL GRI 2012 São Paulo, 6-7 November TÜRKİYE TURKEY GRI2013 TURKEY GRI 2013 Istanbul, 8-9 January DEUTSCHE GRI2013 NEW EUROPE GRI 2012 Warsaw, 26-27 November LATIN 2013 GRI EUROPE CHAIRMEN’S RETREAT 2013 St Moritz, January AMERICA GRI2013 LATIN AMERICA GRI 2013 Miami, March BRITISH GRI2013 AFRICA GRI2013 DEUTSCHE GRI 2013 Frankfurt, 16-17 April CHINA www.globalrealestate.org [email protected] Tel: +44.20 7121 5060 Fax: +44.20 7388 8740 REAL ESTATE INVESTMENT ACROSS THE WORLD GRI2013 CHINA GRI 2013 Beijing, June BRITISH GRI 2013 London, 8-9 May MIDDLE EAST GRI2013 MIDDLE EAST GRI 2013 Doha AFRICA GRI 2013 Nairobi, June WORLD SUMMIT GRI2013 WORLD SUMMIT GRI 2013 OFFICIAL PARTNER LUNCH SPONSOR GOLD SPONSOR SILVER SPONSORS EUROPE SENIOR MEDIA PARTNER AE A M E R I C A N E U R O P E A N I N V E S T M E N T B A N K E R S ACADEMIC, MEDIA & INDUSTRY PARTNERS Event Brazil GRI 2012 @realestateGRI Group Brazil GRI Network - Global Real Estate Institute #brazilgri WWW.GLOBALREALESTATE.ORG facebook.com/globalrealestate.org