Seminário Global de Investimentos 2025 - São Paulo

Convidamos você a participar do Seminário Global de Investimentos 2025, que será realizado na quinta-feira, 13 de março, às 08h15, no JK Eventos, localizado na Av. Chedid Jafet, 200 – Vila Olímpia, 3º andar do Shopping JK Iguatemi.

*Convite pessoal e intransferível.

Quinta-feira, 13 de março

08:15 - 08:45

REGISTRO E WELCOME COFFEE

08:45 - 09:00

ABERTURA

Alessandro Horta CEO Vinci Compass

09:00 - 09:35

CENÁRIO BRASILEIRO: DESAFIOS E OPORTUNIDADES

09:35 - 10:10

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

Michael Power, Ph.D. Strategist Ninety One

10:25 - 11:00

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

Vipul Mehta Head of Investment Asia Pacific ex Japan Nomura Asset Management

11:00 - 11:35

2026: PERSPECTIVAS E INCERTEZAS

Andrew R. Heiskell Senior Managing Director, Partner, and Global Equity Strategist Wellington Management

11:00 - 11:30

MEGA-TRENDS IN THE ALTERNATIVES WORLD

Matthew Pedley Senior Managing Director Blackstone

11:30 - 12:10

THE FUTURE OF TECHNOLOGY AND ARTIFICIAL INTELLIGENCE

Entrevista a Antonio Gracias

ENTREVISTADORES:
Juan Sabater
Manuel José Balbontín

Antonio Gracias Founder, CEO & CIO, Valor Equity Partners Board Member at SpaceX | Also serves on other corporate boards. Former Board Member at Tesla and SolarCity

Juan Sabater Partner and Co-President

Manuel José Balbontín Sócio e Vice-Presidente Vinci Compass

Antonio Gracias

Founder, CEO & CIO, Valor Equity Partners Board Member at SpaceX | Also serves on other corporate boards. Former Board Member at Tesla and SolarCity

Juan Sabater

Partner and Co-President

Andrew R. Heiskell

Senior Managing Director, Partner, and Global Equity Strategist
Wellington Management

Matthew Pedley

Senior Managing Director
Blackstone

Michael Power, Ph.D.

Strategist
Ninety One

Vipul Mehta

Head of Investment Asia Pacific ex Japan
Nomura Asset Management

Alessandro Horta

CEO
Vinci Compass

Manuel José Balbontín

Sócio e Vice-Presidente
Vinci Compass

George Kerr

George Kerr

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

Detalhes do Evento

Data 13 de março de 2025
Horário 8:15 hrs.
Localização JK Eventos - 3º andar do Shopping JK Iguatemi
Direção Av. Chedid Jafet, 200 - Vila Olímpia, 3º andar do Shopping JK Iguatemi.

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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