Debtwire Brazil Forum

Debtwire Brazil Forum

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Sao Paulo, Brazil
#DebtwireBrazil
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    • Welcome to the Annual Debtwire Brazil Forum

      Brazil's corporate sector is benefitting from tame inflation, strong consumer spending and healthy international demand for the country's exports. Yet, while most economic measurements indicate Brazil is on the mend, many observers believe new political leadership, with the right policy prescriptions, can deliver a huge boost to commercial activity. For distressed firms locked in tough restructuring negotiations, brighter overall economic prospects might breathe new life and confidence into their recovery prospects.

      Please join the Debtwire team and esteemed panelists for the annual two-panel Brazil Forum where practitioners will discuss the latest in Brazil's elections, economic fortunes, reform and high-profile corporate restructuring events.

    • 08:00

      Registration and Breakfast

    • 08:45

      Opening Remarks

    • 09:00

      Brazil's Election Casts a Long Shadow Over Economy, Credit

      As the Brazilian corporate and economic recovery lurches forward, it remains unclear whether moderates or populists have the edge in Brazil's Presidential election in October, and what path the country could take under the winner. Will the result chill investment or stoke the country's nascent recovery? After all, state officials have sidelined many reform initiatives, waiting for voters to decide the balance of power in Brazil's next government. Once newly elected officials take office, what will it mean for the economy and industry?

      Panelists will discuss and debate Brazil's improving economic picture, the recent major restructuring cases and growth of private credit.

      • How will private credit entities and foreign lenders shape Brazil's economic recovery? What are the risks and opportunities for both debtors, lenders and investors?
      • How will BNDES reform and a pullback in lending from banks such as Banco do Brasil affect the country's nascent economic recovery?
      • How will the power and energy sector dynamics shift as Petrobras and Electrobras continue to change strategies?
      • What industries will return to growth regardless of election results? What industries will be most sensitive to political turnover?
      • What are foreign investors' views on BRL risk?
    • 10:00

      Coffee Networking Break

    • 10:15

      Restructuring Winners and Losers in an Uncertain Environment

      Brazil's economic recovery has saved many distressed borrowers, but a few high-profile restructurings continue to test Brazil's framework. Some, such as CSN and Andrade Guttierez are managing liabilities and avoiding prolonged workouts, while Odebrecht and QGOG Constellation faced negotiations with bondholders. With the drama in the construction sector largely in the past, there may be other sectors that could struggle as Brazil recovers.

      Delegates will have an opportunity to listen to panelists discuss Brazil's high-profile corporate restructurings.

      • How will Brazil's bankruptcy code reform affect incumbents in the concession industry?
      • What is the outlook for QGOG Constellation and others struggling in the oil and gas sector?
      • Will Odebrecht be able to successfully reorganize itself and restructure debt at its construction business?
      • How does the political and economic outlook for 2019 influence Brazilian corporates? What are the next vulnerable sectors?
    • 11:15

      Conclusion of Event

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