Inside LatAm: Brasil 2025

location_on Boulevard JK, São Paulo Map

Agenda

08.30
BRT

Registration and breakfast

09.05
BRT

Brazil's Macroeconomic and Fiscal outlook

Topics:

  • Medium term growth outlook and sustainability of higher growth
  • Fiscal policy and debt dynamics amid rising financing costs and fiscal rigidities
09.45
BRT

Fireside Chat: Sustainable Finance in the Lead-Up to COP30

Topics:

  • Explore the latest trends in sustainable debt issuance across Latin America, with a spotlight on Brazil's initiatives
  • Gain insights into the key focus areas and expectations for COP30, hosted by Brazil this year.
  • Understand the quality of regional sustainable debt through Moody’s Second Party Opinion (SPO) portfolio analysis.
  • Discover the credibility of transition plans and Moody’s Net Zero Assessment (NZA) for sustainable finance.
10.05
BRT

Corporate CFO Panel

Topics:

  • Understand how the CFOs of top Brazilian companies navigate global risks and opportunities 
  • How will tariffs will impact operations and financial strategies?
  • What to expect in investment trends amidst high interest rates and global uncertainty?
10.45
BRT

Networking break

11.25
BRT

Bridging the Gap to Digital Transformation: The Growth of Data Centers, 5G and AI

Topics

  • Prime investment opportunities 
  • Infrastructure bottlenecks, power and water demands
  • Financing methods and credit considerations


12.05
BRT

How is the banking segment addressing technological innovations and the competitive environment?

Topics:

  • Importance of technological innovations: GenAI's next phase
  • Comments on the credit outlook (growth and asset quality): opportunities and challenges
  • Competition versus profitability of banks in Brazil
12.35
BRT

Closing the loop: Moody’s view on Brasil in a changing world

Topics:

  • The new global order and what it means for Brasil
  • Moody’s view on Brasil’s credit resilience 
  • Brasil compared to other countries