AFP Capital – Viaje New York, 2026
12:00 - 12:30
LUNCH & INTRO SESSION
12:30 - 13:00
DISTRIBUTIONS AND VALUATIONS CHALLENGES
13:00 - 13:30
13:30 - 14:00
14:00 - 15:00
CORPORATE STRATEGY, TECHNOLOGY AND AI MARKET OVERVIEW
VALOR EQUITY PARTNERS
17:00 - 18:00
OUTLOOK & RELATIVE TRADE IN LATIN AMERICA
18:00 - 20:00
COMIDA
08:00 - 08:30
08:30 - 09:15
09:15 - 10:15
ECONOMIC OUTLOOK & INVESTMENT IMPLICATIONS
10:30 - 11:00
15:00 - 16:00
11:00 - 12:00
US EQUITIES AND THE “AI BUBBLE”
Matthew Pedley
- Senior Managing Director
- Blackstone
Rafael de Fex
- Managing Director & Latam Distribution Head
- Blackstone
Martin Brand
- Senior Managing Director, Head of North America Private Equity and Global Head of Technology
- Blackstone
Adam Jenkins
- Sr. Managing Director, Portfolio Operations
- Blackstone
Jonathan Gray
- President & Chief Operating Officer
- Blackstone
Bradley Sheftel
- Partner
- Valor Equity Partners
Jared Gardner
- Managing Director
- Valor Equity Partners
Libby Cantrill
- Managing Director, Head of Public Policy
- PIMCO
Tony Crescenzi
- Portfolio Manager, Market Strategist
- PIMCO
Pramol Dhawan
- Head of Portfolio Management
- PIMCO
Barbara Clancy
- Executive Vice President, Head of Latin America & Caribbean
- PIMCO
Jesus Fernández
- Head of Institutional Client Management for Latin America & the Caribbean
- PIMCO
Rich Arbucci
- Managing Director
- Third Point LLC
Gabriel Montenegro
- Managing Director
- Third Point
John Popp
- Managing Director, CIO of CIG
- UBS
Alisson Boxer
- Senior Vice President and Economist
- PIMCO
Tiffany Wilding
- Managing Director and Economist
- PIMCO
Daniel Gordonos
- Head of Hedge Funds
- Vinci Compass
Manuel José Balbontín
- Partner and Vice Chairman
- Vinci Compass
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