Dates: May 21 - 23, 2023
Location: Miami, Florida
The Steering Committee welcomes up to 40 experienced private equity in-house lawyers and elite-level private practice advisors who are proficient in the negotiation, structuring and execution of private equity mergers & acquisitions across Latin America.
Using candid, seminar-style discussions participants share the most pressing issues they are facing, as well as, examine trends and developments across jurisdictions to learn how others address problems and work together to identify solutions.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Rogério Teixeira dos Santos is Managing Director – Legal & Compliance of CPP Investments in São Paulo (Brazil), responsible for the legal and compliance matters related to CPPIB Investments’ activities, assets, investments and transactions in Latin America (which essentially include Brazil, Chile, Peru, Colombia and Mexico). Rogério has a law degree from the University of São Paulo (in Brazil), LL.M. degrees from Eberhard-Karls Universität Tübingen (Germany) and London School of Economics and Political Science (UK), and an MBA degree from Fundação Dom Cabral (Brazil).
Graduated in Law from Universidad Iberoamericana in Mexico City. He was born in Mexico City on March 21, 1972.
Since 1996 he has worked for several subsidiaries and companies related to Grupo Carso and Grupo Financiero Inbursa in which he worked in the international and legal areas Department for more than 15 years.
Since the incorporation of IDEAL, he has served as Legal Director and in 2020 he was appointed as General Legal Director, additionally assuming the area of Compliance, Environmental, and Communications. Since the incorporation of IDEAL, he has been the Secretary of the Board of Directors, and previously also of Minera Frisco, SAB de CV; in which he served as Legal Director. He has been the Secretary of IDEAL (and subsidiaries) Board of Directors since 2005.
Emma is Senior Forum Director and Financial Services Lead at Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums, Inc. Naturally curious and a lifelong learner, Emma has developed and managed a variety of meetings in both the profit and non-profit sectors. Before joining Cambridge, Emma was Assistant Vice President, Global Marketing at State Street in Canada, where she spent close to two decades of her career, offering her a great depth of knowledge and understanding of the financial and investment sectors. In Emma’s current role, she leads CEC’s Financial Services portfolio, including programs for institutional investors, banking, private funds, risk, and governance professionals.
Built on genuine interactions and spontaneous connections, the Forum is a unique opportunity for a highly skilled and experienced group to undertake an in-depth review of technical topics as well as prioritise the unique business needs of executives from leading private equity funds..
"Unlike other conferences. The format leads to fresh, rich, fulsome discussions. Participants are fully engaged, as everyone participates actively in every session! Fosters relationship building with other industry players, both colleagues and clients."Jorge Montaño Partner Creel, García-Cuéllar, Aiza y Enriquez, S.C. Mexico City, Mexico
"The forum was a fantastic opportunity to discuss important issues affecting the sector with many of the leading in-house and private practice lawyers. I haven't come across a similarly interactive, discussion-based format, and the openness with which peers were willing to discuss common issues provided some great, practical insights."Daniel Treloar Managing Director & Associate General Counsel Ontario Teachers' Pension Plan London, United Kingdom
"The Forum on Private Equity M&A provided a terrific opportunity to discuss market developments and trends in Private Equity with leading deal professionals in open and engaging conversations that set the Forum apart from other conferences."Jason R Galbraith Managing Director & Chief Legal Officer TorQuest Partners Toronto, Canada
"This was a very useful, interesting and candid exchange of ideas, insights and approaches to the various legal issues faced by the private equity industry."Amy Mahon Partner Simpson Thacher & Bartlett LLP London, United Kingdom
"Very informative, thoughtful content and great networking opportunities."Helena Drury European Legal Counsel Advent International London, United Kingdom
"The PE M&A Forum is unique. The small format and “Chatham House” rules allow open and frank discussions which are fascinating because of the varied perspectives of the attendees who come from law firms, pension funds and private equity firms. The sessions are not lectures, but rather informal conversations among all participants. The off-site setting also lets attendees get to know each other after the sessions in a collegial setting."Daniel Steiner Partner Norton Rose Fulbright Canada LLP Vancouver, Canada