Jefferson L. Matias Oliveira, PwC Brazil

Jefferson L. Matias Oliveira Jefferson L. Matias Oliveira Financial Services Advisory Director, PwC Brazil - Jefferson Oliveira currently serves as PwC Financial Services Advisory Director with major focus on Latin America inbound and outbound business linked to the Asset & Wealth Management, Banking & Capital Markets sectors. With over eighteen years of experience on Advisory, Management Consulting and Corporate Finance fields, Jefferson possesses sounding expertise on international markets and has led several initiatives ranging from market entry, debt & capital advisory, internationalisation programs for both Latin America and Foreign companies, merger & acquisitions, initial public offerings, product portfolio launch and tax structuring. His living experience in Brazil, Luxembourg, Portugal, Singapore, Spain, U.S. and the U.K also adds good cultural business knowledge to better serve clients globally.  Jefferson is an active member in various FS industry working committees, participating on several international missions and conferences as a speaker on the Investment Management field, he holds a B.S. in Accounting from Pontificia Universidade Catolica de São Paulo, MBA degree from Universidade de São Paulo and Executive Education from INSEAD Singapore.
09.15-09.35

A conversation with our partner associations: NICSA (USA) and HKIFA (Hong Kong)


09.50-10.35

Spreading the investment funds gospel: Market and regulatory developments in key regions and jurisdictions

Regulatory reforms and internationalisation of markets offer new opportunities for fund distribution. An overview of what is in the pipeline in Asia, Brazil, Canada, South Africa and Australia


11.05-11.50

Please show me your passport

Today, there are 3 existing fund recognition/passport schemes in the Asia Pacific region. Latin America is now gearing towards joining the fund passport band wagon as well. What can we learn from these “glocal” passport business cases?

  • A reality check and current state on the Asian passports
  • The ‘LATAM passport’ and state of play for the region’s fund industries
  • What are the main challenges when rethinking a region/country’s fund footprint
  • Stewart Aldcroft

    Stewart Aldcroft Chairman Cititrust Limited, Managing Director and Senior Advisor, Citi Markets & Securities Services

  • Yoshio Okubo

    Yoshio Okubo Vice Chairman Japan Investment Trust Association (JITA)

  • Cedric Tang

    Cedric Tang Executive Director, APAC & Australia Client Coverage MSCI


11.50-12.10

Can we wrap it up now? So - Where is global distribution really going…?

An open discussion with Richard Garland who tells it like it is, on the outlook for global distribution


15.15-16.00

A Fireside chat – Europe 2.0 and the rest of the world

The changing face of Europe and the world with Brexit, the rise of populism, an enduring low-interest environment, the threat of climate change, changing investor demand…What are the impacts of major geopolitical and macroeconomics trends on our daily business? Is the core role of asset management changing? Leading political and AM public policy figures tell their stories, discussing their views on the current and future state of Europe.


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