Seminário Global de Investimentos 2026

Convidamos você a participar do Seminário Global Vinci Compass: Investimentos 2026: Como investir em um mundo em transformação?, que será realizado na quinta-feira, 12 de março, às 08h, no Teatro B32, localizado na Avenida Brigadeiro Faria Lima, 3732, Itaim Bibi, São Paulo.

*Convite pessoal e intransferível.
**Tradução simultânea disponível.

Quinta-feira, 12 de março

08:00 - 08:45

REGISTRO E WELCOME COFFEE

08:45 - 09:00

ABERTURA

Alessandro Horta CEO, CO-Fundador e Global Head de Real Assets Vinci Compass

09:00 - 09:35

CENÁRIO BRASILEIRO: DESAFIOS E OPORTUNIDADES

José Carlos Carvalho Sócio, Global Head do Departamento Econômico e Data Science Vinci Compass

09:35 - 10:10

THE FIVE NEW THEMES OF GEOPOLITICS AND HOW TO FIND OPPORTUNITY IN A BRAVE NEW WORLD

Thomas Mucha Managing Director e Estrategista Geopolítico Wellington Management

10:10 - 10:25

COFFEE BREAK

10:25 - 11:00

OUT WITH THE OLD, IN WITH THE NEW: ARES INSIGHTS ON PRIVATE MARKETS

Barry Miller Sócio e CEO da APMF Ares Wealth Management

Jordan Sheinkop Principal Ares Wealth Management

George Kerr Sócio e Head de Distribuição de Produtos de Terceiros Brasil Vinci Compass

11:00 - 11:35

2026: PERSPECTIVAS E INCERTEZAS

Luis Stuhlberger Fundador e Gestor da Estratégia Verde Verde Asset Management

Fernando Lovisotto Sócio e Head de IP&S Global Vinci Compass

Alessandro Horta

CEO, CO-Fundador e Global Head de Real Assets
Vinci Compass

José Carlos Carvalho

José Carlos Carvalho

Sócio, Global Head do Departamento Econômico e Data Science
Vinci Compass

Thomas Mucha

Managing Director e Estrategista Geopolítico
Wellington Management

Barry Miller

Sócio e CEO da APMF
Ares Wealth Management

Jordan Sheinkop

Jordan Sheinkop

Principal
Ares Wealth Management

Luis Stuhlberger

Fundador e Gestor da Estratégia Verde
Verde Asset Management

George Kerr

George Kerr

Sócio e Head de Distribuição de Produtos de Terceiros Brasil
Vinci Compass

Fernando Lovisotto

Sócio e Head de IP&S Global
Vinci Compass

Detalhes do Evento

Data 12 de março de 2026
Horário 08h às 12h
Localização Teatro B32
Endereço Avenida Brigadeiro Faria Lima, 3732, Itaim Bibi, São Paulo

Sponsors

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to 3,091 clients in more than 66 countries. We manage approximately $1.3 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.

For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients.

We trace our roots to the founding of the Wellington Fund in 1928. Wellington Management is headquartered in Boston, Massachusetts, and we also have US offices in Chicago, Illinois; Needham, Massachusetts; New York, New York; Radnor, Pennsylvania; and San Francisco, California. Internationally, we have offices in Dubai, Frankfurt, Hong Kong, London, Luxembourg, Madrid, Milan, Shanghai, Singapore, Sydney, Tokyo, Toronto, and Zurich.

Important dates and events in Wellington Management’s history are:

1928–1933

We trace our roots back to when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the US. Wellington Management Company was incorporated in 1933.

1958

Since its inception, the daily morning meeting has been held with the same objectives: to exchange investment ideas, spark wide-ranging discussions, and learn from one another each day.

1960s

Four talented investment professionals took on leadership roles at the firm: W. Nicholas Thorndike, Robert Doran, Stephen Paine, and George Lewis. Together, they refocused the business and turned it into a global firm, taking on investments and clients outside the US.

1979

29 original partners took a risk and bought back the firm after its brief period as a public company. They believed the private form of ownership to be in the best interest of clients and the business.

1983

We opened our London office and began expanding globally at an energetic pace.

1994

We launched our first long/short equity fund, establishing a foundation for the sizable alternatives platform we have today.

1996–1997

To serve our clients in the Asia-Pacific region, we opened our Singapore, Tokyo, and Sydney offices.

2003–2024

We continued to grow globally—in terms of both our client relationships and investment platform. We opened offices in Hong Kong, Beijing, Frankfurt, Luxembourg, Zurich, Milan, Madrid, Needham, Massachusetts, New York, and Dubai.

Today

Today, Wellington Management has a significant presence and long-term track record in nearly all sectors of the global securities markets. Still, our history is perhaps best defined not by the numbers of years we have been in existence, but rather by our focus on stability and growth to help meet the evolving needs of our clients.

Data as of 31 December 2025.

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