Connecting For A Better Tomorrow

2016 Latin America and Iberia Investment Forum

Browse each session’s recording and presentation, and view our resource hub to complement key learnings

Explore our Resource Hub

CONNECTIVITY INTO ACTION

You connected with BlackRock’s most influential leaders as they shared industry trends, insights and diversified solutions. Now, it’s time to put those insights into action.


Below, dive deeper into the topics covered by browsing the presentations used for each session alongside their recording and additional resources.


Thank you for your partnership, and we look forward to a successful 2016!

The State of the Markets

Jean Boivin shares where the markets are heading and gives a deeper understanding of BlackRock’s tactical and strategic positioning.

Geo-Political Perspectives

What are the global events and risks to consider in 2016, and what do they mean for investors? Thomas Donilon and Joe Hill share their insights.

Connecting Investors to Retirement Opportunities

Chip Castille addresses the evolution of the retirement landscape and how to best be positioned to take advantage of these changes.

Using Big Data to Connect New Sources of Return

Rob Goldstein and Raffaele Savi share how BlackRock and the Scientific Active Equity (SAE) Team harness the power of data to seek sustained alpha across all market environments.

Financial Distribution Trends

Rob Fairbairn leads a conversation on what global distribution trends will have the largest impacts on the industry and its clients.

Casting a Wider Net: Multi-Asset Investing

Especially relevant given a tumultuous start to 2016, Rich Kushel highlights different Multi-Asset strategies in portfolios and how they help investors generate the outcomes they need

Equity Markets: New Drivers

In this panel, BlackRock’s senior equity investors discuss their views on markets and highlight where the opportunities in Global Equities lie.

Rethinking Fixed Income in 2016 and Beyond

Rick Rieder sheds light on the fixed income landscape and on global flexible strategies beyond traditional fixed income that are best suited for today’s environment.

What’s Powering ETF Growth?

Mark Wiedman uncovers the underlying trends, applications and growth within the ETF industry and how ETFs are positioned to sustain this growth in the future.

The Power of Factor Investing: Smart Beta

Sara Shores explains how Smart Beta is revolutionizing investment management and portfolio construction.

Connecting New Sources of Diversification: The Alternatives Approach

Mark McCombe and Jim Barry dive deeper on the benefits to alternative investing, BlackRock’s platform as well as the growing opportunities within infrastructure.

Investing with IMPACT

Deborah Winshel explains more about how impact investing is satisfying the demands for products that meet social needs while driving desired financial outcomes.

Bringing it all together: Portfolio Construction

Implementing diverse strategies to create holistic and diversified portfolio with market elements and risk in mind is easier said than done. Rich Kushel brings it all together in explaining BlackRock’s approach to portfolio construction.

Talent and Innovation

Keynote speaker: Rob Kapito


In order to offer a wealth of perspectives, capabilities and insights to serve our clients, we must continually develop world-class talent.

In his keynote speech, Rob Kapito discusses what it takes to attract and retain top talent and develop effective managers and leaders.

THE INFORMATION CONTAINED HEREIN MAY BE PROPRIETARY IN NATURE AND HAS BEEN PROVIDED TO YOU ON A CONFIDENTIAL BASIS, AND MAY NOT BE REPRODUCED, COPIED OR DISTRIBUTED WITHOUT THE PRIOR CONSENT OF BLACKROCK, INC. (“BLACKROCK”). THESE MATERIALS ARE EXCLUSIVELY TO BE VIEWED BY THE MEMBERS OF THE LATIN AMERICA AND IBERIA INVESTMENT FORUM AND SHALL NOT BE FORWARDED OR SHARED.

 

These materials are not an advertisement and are not intended for public use or dissemination.
This communication is not an offer and should not be deemed to be a contractual commitment or undertaking between the intended recipient of this communication and BlackRock but an indication of what services may be offered subject to a legally binding contract between the parties and therefore no reliance should be placed on this document or its content. Opinions, estimates and recommendations offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This communication and its content represent confidential information. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. You should consult your tax or legal adviser regarding such matters.

 

Hypothetical example for illustrative purposes only.
No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those shown. Hypothetical or simulated performance results have several inherent limitations. Unlike an actual performance record, simulated results do not represent actual performance and are generally prepared with the benefit of hindsight. There are frequently sharp differences between simulated performance results and the actual results subsequently achieved by any particular account, product, or strategy. In addition, since trades have not actually been executed, simulated results cannot account for the impact of certain market risks such as lack of liquidity. There are numerous other factors related to the markets in general or the implementation of any specific investment strategy, which cannot be fully accounted for in the preparation of simulated results and all of which can adversely affect actual results.

 

Forecast
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of March 31, 2014 and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and Non-proprietary sources deemed by BlackRock to be reliable, are not necessarily all inclusive and are not guaranteed as to accuracy. There is no guarantee that any forecasts made will come to pass.

 

Forward Looking Information
This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition. Moreover, where certain historical performance information of other investment vehicles or composite accounts managed by BlackRock, Inc. and / or its subsidiaries (together, “BlackRock”) has been included in this material and such performance information is presented by way of example only. No representation is made that the performance presented will be achieved, or that every assumption made in achieving, calculating or presenting either the forward-looking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein by way of example.

 

No Recommendation
These materials are neither an offer to sell nor a solicitation of any offer to buy shares in any fund. You may not rely upon these materials in evaluating the merits of investing in any fund that employs any of the strategies referred to herein. Any reference herein to any security and/or a particular issuer shall not constitute a recommendation to buy or sell, offer to buy, offer to sell, or a solicitation of an offer to buy or sell any such securities issued by such issuer.

 

Risk
Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and while generally backed by a government, government-agency or private guarantor there is no assurance that the guarantor will meet its obligations. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Investors will, at times, incur a tax liability. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. BlackRock makes no representations or warranties as to the accuracy or completeness of the information contained herein, and further nothing contained herein shall be relied upon as a promise by, or representation by, BlackRock whether as to past or future performance results. Past performance is not indicative or predictive of future performance. These materials are being provided for informational purposes only and are not intended to constitute tax, legal or accounting advice. You should consult your own advisers on such matters. Additional information is available on request. Information contained herein is believed to be reliable but BlackRock does not warrant its accuracy or completeness. Information contained herein represents BlackRock’s own opinions. There can be no assurance that the investment objectives of any strategy referred to herein will be achieved. An investment in any strategy referred to herein involves a high degree of risk, including the risk that the entire amount invested may be lost. Strategy availability may be limited to certain investment vehicles; not all investment vehicles may be available to all investors. Please contact your BlackRock representative for more information.

 

Global Disclaimers
In the US this material is for institutional investors only. In the EU issued by BlackRock Investment Management (UK) Limited (authorised and regulated by the Financial Conduct Authority). Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Registered in England No. 2020394. Tel: 020 7743 3000. For your protection, telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited. In Hong Kong, the information provided is issued by BlackRock Asset Management North Asia Limited and is only for distribution to "professional investors" (as defined in the Securities and Futures Ordinances (Cap. 571 of the laws of Hong Kong)) and should not be relied upon by any other persons. In Singapore, this is issued by BlackRock (Singapore) Limited (company registration number: 200010143N) for institutional investors only. For distribution in Korea for Professional Investors only (or "professional clients", as such term may apply in local jurisdictions). For distribution in EMEA and Korea for Professional Investors only (or “professional clients”, as such term may apply in relevant jurisdictions). In Taiwan for distribution to Institutional Investors only and should not be relied upon by any other persons. Independently operated by BlackRock Investment Management (Taiwan) Limited. Address: 28/F, No. 95, Tun Hwa South Road, Section 2, Taipei 106, Taiwan. Tel: (02)23261600. In Japan, for use with only existing clients. In Canada, this material is intended for permitted clients only. Issued in Australia by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). This document provides general information only and has not been prepared having regard to your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this document is appropriate to your objectives, financial situation and needs. This document is not a securities recommendation. This document has not been prepared specifically for Australian investors. It may contain references to dollar amounts which are not Australian dollars. It may contain financial information which is not prepared in accordance with Australian law or practices. BIMAL, its officers, employees and agents believe that the information in this document and the sources on which the information is based (which may be sourced from third parties) are correct as at the date of this document. While every care has been taken in the preparation of this document, no warranty of accuracy or reliability is given and no responsibility for this information is accepted by BIMAL, its officers, employees or agents. Except where contrary to law, BIMAL excludes all liability for this information. This material is being distributed in New Zealand by BIMAL. In New Zealand, this information is provided for registered financial service providers and other wholesale clients only in that capacity, and is not provided for New Zealand retail clients as defined under the Financial Advisers Act 2008.

 

In Latin America, for institutional investors and financial intermediaries only. This material is for educational purposes only and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund or security and it is your responsibility to inform yourself of, and to observe, all applicable laws and regulations of your relevant jurisdiction. If any funds are mentioned or inferred in this material, such funds have not been registered with the securities regulators of Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus, may not be publicly offered in any such countries, except for Chile where certain funds have been registered with the Superintendencia de Valores y Seguros for public offering and in Mexico where certain funds have been listed on the Sistema Internacional de Cotizaciones (SIC) exchange of the Bolsa Mexicana de Valores. The securities regulators of any country within Latin America have not confirmed the accuracy of any information contained herein. No information discussed herein can be provided to the general public in Latin America. The contents of this material are strictly confidential and must not be passed to any third party.
This material has been produced by BlackRock, Inc. for use by Third Party Distributors where they have the appropriate authorization to market the products and use this material. BlackRock, Inc. takes no responsibility for this marketing activity. This material is solely for educational purposes, and does not constitute investment advice, or an offer or solicitation to sell or a solicitation of an offer to buy any shares of any fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of that jurisdiction.
This material is restricted to distribution to Non-U.S. Persons outside the United States within the meaning of Regulation S under the U.S. Securities Act Of 1933, as amended (the "Securities Act"). Any securities described herein may not be registered under the Securities Act or with any securities regulatory authority of any state or other jurisdiction and may not be offered, sold, pledged or otherwise transferred except to persons outside the U.S. in accordance with Regulation S under the Securities Act pursuant to the terms of such securities. In particular, any UCITS funds mentioned herein are not available to investors in the U.S. and this material cannot be construed as an offer of any UCITS fund to any investor in the U.S. In Chile, the offer of each security not registered with the SVS began on the date as indicated for such fund as described herein and the offer of such securities is subject to General Rule No. 336 issued by the SVS. The subject matter of this offer may include securities not registered with the SVS; therefore, such securities are not subject to the supervision of the SVS. Since the securities are not registered in Chile, there is no obligation of the issuer to make publicly available information about the securities in Chile. The securities shall not be subject to public offering in Chile unless registered with the relevant registry of the SVS. In Colombia, the offer of each Fund is addressed to less than one hundred specifically identified investors, and such Fund may not be promoted or marketed in Colombia or to Colombian residents unless such promotion and marketing is made in compliance with Decree 2555 of 2010 and other applicable rules and regulations related to the promotion of foreign financial and/or securities related products or services in Colombia. In Mexico, this material is for the sole use of Qualified and Institutional Investors. BlackRock, Inc., and any applicable affiliates thereof, have represented and agreed that it has not and will not publicly distribute this document in Mexico and that it has not offered and will not offer or sell publicly the securities in Mexico. No action has been or will be taken in any jurisdiction that would permit a public offering of the securities or the possession, circulation or distribution of this document or any other material relating to the company or the securities in any jurisdiction where action for that purpose is required. BLACKROCK IS NOT AUTHORIZED TO RECEIVE DEPOSITS, CARRY OUT INTERMEDIATION ACTIVITIES, OR ACT AS A BANK OR BROKER DEALER IN MEXICO.

 

Certain funds mentioned here are registered for distribution in Spain. In Spain, BlackRock Global Funds (BGF) is registered with the number 140 in the Comisión Nacional del Mercado de Valores de España (CNMV) and the Prospectus for each registered fund has been registered with the CNMV. In Portugal, certain share classes of certain BGF funds are registered with the Comissão do Mercado de Valores Mobiliários (CMVM) and the Prospectus for each registered fund has been registered with the CMVM. The funds mentioned in this material have not been registered with the securities regulators of Argentina, Brazil, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus, may not be publicly offered in any such countries, except for Chile where certain BGF sub-funds have been registered with the Superintendencia de Valores y Seguros for public offering. No securities regulator in any country within Latin America, Spain or Portugal has confirmed the accuracy of any information contained herein. This document contains BLACKROCK INC. products or services that might be offered directly or indirectly within the Andorran jurisdiction, and it should not be regarded as solicitation of business in any jurisdiction including the Principality of Andorra.

 

This document contains general information only and does not take into account an individual’s financial circumstances. An assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a professional adviser before making an investment decision. Reference to any security, holding or company is for discussion purposes only. The issuers referenced are examples of issuers BlackRock considers to be well known and that may fall into the stated sectors. BlackRock may or may not own any securities of the issuers referenced and, if such securities are owned, no representation is being made that such securities will continue to be held. The opinions expressed are those of BlackRock as of March 3, 2016, and are subject to change at any time due to changes in market or economic conditions. For use with institutional and professional investors only – not for public distribution – please read important disclosures.