SEPTEMBER 10 - 8:30 AM - MALBA AUDITORIUM
Investments to and from Argentina
RepensAR is a foundational event focused on alternative investments to and from Argentina. It arrives at the optimal moment. On one hand, Argentina is entering a new political-economic cycle and paradigm, and on the other, the world is undergoing profound geopolitical changes that create significant opportunities for Argentine entrepreneurial talent, investment potential, and intellectual capital. Both within and beyond our borders.
Investors
Private Equity - Real Estate - Infrastructure - Venture Capital - Agriculture - Art - Financial Market - Mining - Technology
Who It Is Targeted At
Entrepreneurs
Small, Medium, and
Large Companies
Leaders
Politicians and Leaders in Science and Culture
Speakers
Ignacio Bartolomé
CEO Grupo Don Mario
Alexander Busse
Managing Partner at NXTP Venture
Jorge Bustamante
Author of 'La República Corporativa'
Fernando Fragueiro
President of Parque Empresarial Austral & Founder of IAE
Miguel Gutiérrez
Partner The Rohatyn Group
Sofía Gutiérrez
Alternative Investments Compass Group
Ramiro Juliá
Founder & CEO Americas
Capital Investments
Hernán Kazah
Co-Founder & Managing Partner Kaszek,
CFO & Co-founder Mercado Libre
Political leaders
Luis Caputo
Minister of Economy of the Argentine Nation
Attendance subject to schedule
Santiago Bausili
President of the Central Bank of the Argentine Republic
Attendance subject to schedule
Moderators
Luis Caputo
Minister of Economy of the Argentine Nation
Attendance subject to schedule
Santiago Bausili
President of the Central Bank of the Argentine Republic
Attendance subject to schedule
Steve Weikal
Industry Chair, MIT Real Estate Transformation Lab
Francisco Aldaya
Editor-in-Chief of Bloomberg Línea
Gonzalo Aziz
Partner Invecq Consulting SA
Santiago Bulat
Partner Invecq Consulting SA
Lara López Calvo
Economist at La Nación+
Advisory Committee
Martín Bameule
Advisor at Tyndall Group
Ignacio Esteves
Capital Advisor & Ex Private
Banking Safra Group
Teófilo Lacroze
Regional CEO of Mobility at Raízen &
Former President of Shell
Ramiro López Larroy
Partner Integras Capital
Francisco Aldaya
Editor-in-Chief of Bloomberg Línea
Gonzalo Aziz
Journalist at TN and author
Steve Weikal
Industry Chair, MIT Real Estate
Transformation Lab
Academic Council
Organizing Team
Martín Bameule
Advisor at Tyndall Group
Ignacio Esteves
Capital Advisor & Ex Private
Bnaking Safra Group
Facundo Sonatti
Business journalist and researcher
Rosario Bibiloni
Marketing Manager at Americas
Capital Investments
Ramiro Juliá
Founder & CEO Americas
Capital Investments
Sara Muñoz Madrid
Wealth Management Bunker Invest
Facundo Sonatti
Business journalist and researcher
Facundo Sonatti
Business journalist and researcher
Francisco Sosa del Valle
Founder & CEO Bunker Invest
Timeline
8.30
Breakfast
9.00
Welcome - Argentina, putting the opportunity in perspective.
9.10
Introduction - Is it time to end the legal, tax, and institutional obsolescence in Argentina?
9.40
A window to the region - How to allocate capital among the various industries offering opportunities in a region with over 420 million consumers.
10.40
Break
11.00
United States, the indispensable one - On the eve of a new presidential race and with a scenario of falling interest rates, what are the key elements that should not be overlooked when investing in the world’s largest economy?
11:50
12.10
A field, a country - Argentina offers more than 80 million hectares of grasslands for developing livestock, crops, and adding value at the source in a sustainable way. How does a giant do it?
12.30
Conquering Brazil - The playing field of South America’s largest economy is also the most competitive, and the insights of an Argentine with strong credentials contribute valuable experience to make strides in that game.
A new dimension - Argentina, entering a new political-economic cycle and paradigm, offers a set of multi-level opportunities in diverse areas: mining, energy, tech, real estate, and infrastructure. An expert outlines how they are making it possible.
12:50
Closing
Assets
Facundo Sonatti
Business journalist and researcher
PRIVATE EQUITY
It involves buying and selling stakes in unlisted companies, to generate high returns through their restructuring and growth. It is a long-term investment that can also provide liquidity to developing companies.
REAL ESTATE
Offers passive rental income and long-term capital appreciation. This asset allows you to diversify a portfolio with low correlation to the stock market, and provides tax advantages such as depreciation deductions and profits from the sale. It is a safe haven against inflation due to its stability and tangibility, and leverage can increase the return on invested capital.
VENTURE CAPITAL
It offers high return and diversification by investing in startups with innovation and low correlation with public markets. Provides access to emerging technologies and encourages job creation.
Implica comprar y vender participaciones en empresas no cotizadas en bolsa, para generar altos rendimientos a través de su reestructuración y crecimiento. Es una inversión a largo plazo que también puede proveer liquidez a empresas en desarrollo.
PRIVATE EQUITY
Ofrece ingresos pasivos por alquileres y apreciación a largo plazo del capital. Este activo permite diversificar una cartera con baja correlación al mercado bursátil, brinda ventajas fiscales como deducciones por depreciación y beneficios por la venta. Es un refugio seguro contra la inflación debido a su estabilidad y tangibilidad, y el apalancamiento puede aumentar el rendimiento del capital invertido.
REAL ESTATE
Ofrece alto retorno y diversificación al invertir en startups con innovación y baja correlación con mercados públicos. Proporciona acceso a tecnologías emergentes y fomenta la creación de empleos.
VENTURE CAPITAL
El sector agropecuario es crucial para la producción de alimentos y materias primas. Las inversiones abarcan tierras, acciones, fondos y contratos de futuros. Ofrece oportunidades de ganancia por la valorización de tierras y la alta demanda de alimentos y biocombustibles, aunque presenta riesgos como fluctuaciones de precios, impactos climáticos y regulaciones políticas que pueden afectar la rentabilidad.
AGRO
Ofrece diversas oportunidades como acciones, bonos, fondos y ETFs, buscando rendimientos por valorización o ingresos periódicos. Permite ajustar el riesgo según objetivos y obtener rendimientos competitivos, pero con riesgos como volatilidad, fluctuaciones de precios y factores macroeconómicos.
MERCADO FINANCIERO
Involucra la extracción de recursos naturales con valor en el mercado global. La rentabilidad depende de precios, costos, políticas y condiciones económicas. Es una inversión tangible con potencial de crecimiento a largo plazo, pero con riesgos como volatilidad de precios y desafíos ambientales y regulatorios. En Argentina, hay interés en el litio, cobre, potasio y carbonato de sodio.
MINERIA
Es un activo de inversión que contribuye a diversificar una cartera por su gran potencial de apreciación a largo plazo, protección contra la inflación, valor tangible y principalmente estético, prestigio, acceso a mercados globales y beneficios fiscales. El arte tiene un gran valor cultural y emocional, y riesgos asociados como su liquidez limitada.
ARTE
Este tipo de inversión es atractivo por su estabilidad y previsibilidad de ingresos, protección contra la inflación, demanda constante, potencial de apreciación de capital, incentivos gubernamentales, impacto social y económico, y contribución a la sustentabilidad. Es una opción valiosa para inversores que buscan rendimientos a largo plazo y diversificación de riesgos.
INFRAESTRUCTURA
Tiene un alto potencial de crecimiento, capacidad de diversificación sectorial, acceso global, impacto en la eficiencia y productividad, beneficios fiscales y regulatorios, resiliencia en entornos volátiles, potencial de apreciación del capital y contribución a la sostenibilidad y responsabilidad social.
TENCNOLOGÍA
Eduardo Marty
Founder of the Foundation for Intellectual Responsibility
Julio César Fermo
Partner at Columbus Investment Banking
Fernando Fragueiro
President of Parque Empresarial Austral and Founder of IAE
ARGENTINA
As the third-largest economy in Latin America, Argentina has a GDP of USD 622 billion in 2023. It offers a broad market and is receptive to foreign investment, with several growing economic sectors.
ESTADOS UNIDOS
It guarantees political stability and a transparent system for foreign investors, further enhancing the appeal of its high returns. With a GDP per capita of $76,329.6 (2022), the United States stands out as a prominent destination for global real estate investments.
REINO UNIDO
It offers economic stability supported by a stable democracy that ensures security for investors and a diversified range of assets. The stability of its currency, favorable for long-term investments, minimizes the risk of fluctuations that could impact investment returns. With a GDP per capita of $46,125.3 (2022), the United Kingdom stands out as a favorable investment environment.
BRASIL
It offers economic stability supported by a stable democracy that ensures security for investors and a diversified range of assets. The stability of its currency, favorable for long-term investments, minimizes the risk of fluctuations that could impact investment returns. With a GDP per capita of $46,125.3 (2022), the United Kingdom stands out as a favorable investment environment.
José Sosa del Valle
Partner Lexington Partnerrs
AGRICULTURE
The agricultural sector is key to the global production of food and agricultural raw materials. Investments include land, stocks, funds and futures contracts. It offers profit opportunities from land appreciation and growing demand for food and biofuels, but carries risks such as price fluctuations, climate impacts and political regulations that affect short- and long-term profitability.
FINANCIAL MARKET
It offers various opportunities such as stocks, bonds, funds and ETFs, seeking returns through appreciation or periodic income. It allows you to adjust risk according to objectives and obtain competitive returns, but with risks such as volatility, price fluctuations and macroeconomic factors.
MINING
It involves the extraction of natural resources with value in the global market. Profitability depends on prices, costs, policies and economic conditions. It is a tangible investment with long-term growth potential, but with risks such as price volatility and environmental and regulatory challenges. In Argentina, there is interest in lithium, copper, potassium and sodium carbonate.
Rosario Bibiloni
Marketing Manager
Americas Capital Investments
Ramiro Juliá
Founder & CEO Americas
Capital Investments
ART
It is an investment asset that contributes to diversifying a portfolio due to its great potential for long-term appreciation, protection against inflation, tangible and mainly aesthetic value, prestige, access to global markets and tax benefits. Art has great cultural and emotional value, and associated risks such as its limited liquidity.
INFRASTRUCTURE
This type of investment is attractive for its stability and predictability of income, protection against inflation, constant demand, potential for capital appreciation, government incentives, social and economic impact, and contribution to sustainability. It is a valuable option for investors seeking long-term returns and risk diversification.
TECHNOLOGY
It has high growth potential, capacity for sector diversification, global access, impact on efficiency and productivity, tax and regulatory benefits, resilience in volatile environments, potential for capital appreciation and contribution to sustainability and social responsibility.
Founder of the Foundation for Intellectual Responsibility
Eduardo Marty
Investment portfolio
We invite you to complete a survey sharing your investment percentages by market and by asset. The data is confidential.
URUGUAY
It represents political and economic stability. With the highest GDP per capita in South America, standing at USD 22,564.5 in 2023, it is in a phase of economic recovery, offering attractive tourism opportunities. The high quality of life attracts both investors and residents. Uruguay has a market with investment-friendly conditions and benefits such as reduced rates.
COLOMBIA
It has solid economic growth, political stability, and a young population. The government offers tax incentives and a robust legal framework, facilitating foreign investments. With a GDP of USD 363 billion in 2023, Colombia is the fourth-largest economy in Latin America.
MEXICO
It is the second-largest economy in Latin America after Brazil, with a GDP of approximately USD 1.6 trillion in 2023 (current USD). The country has a robust tourism sector and expanding major cities such as Mexico City and Monterrey. Government policies encourage foreign investment, supported by a stable legal framework that facilitates transactions.
CHILE
It offers a stable political and economic environment, which generates confidence among investors. Its open economy has boosted trade and investment, excelling in mining and viticulture. Additionally, the country has been a pioneer in financing green economy projects. The real estate market, especially in Santiago and Valparaíso, is expanding. The Chilean government provides tax incentives and favorable policies to attract foreign investment, supported by a solid legal framework.
Auditorium at MALBA Museum
Av. Figueroa Alcorta 3415, CABA
Where
When
Tuesday, September 10, 8:30 AM.
Contact
Gustavo Martello
Investor and Advisor in Technology Startups
Eduardo Marty
Founder of the Foundation for
Intellectual Responsibility
María Marty
President Ayn Rand Center Latin America
Daniel Pelegrina
Consultant in Agribusiness & Former President of the Argentine Rural Society
Martín Rastellino
Board Member Duke University &
Co-Founder Despegar
Pablo Rodríguez de la Torre
Senior Client Partner Argentina,
Korn Ferry International
José Sosa del Valle
Partner Lexington Partners
Where
Auditorium at MALBA Museum
Av. Figueroa Alcorta 3415, CABA
When
Tuesday, September 10, 8:30 AM.
Contact
Eduardo Marty
Founder of the Foundation for
Intellectual Responsibility
Ignacio Bartolomé
CEO Grupo Don Mario
Alexander Busse
Managing Partner at NXTP Ventures
Jorge Bustamante
Author of 'La República Corporativa'
Fernando Fragueiro
President of Parque Empresarial Austral and Founder of IAE
Miguel Gutiérrez
Partner The Rohatyn Group
Sofía Gutiérrez
Alternative investments Compass Group
Ramiro Juliá
Founder & CEO Americas
Capital Investments
Hernán Kazah
Co-Founder & Managing Partner Kaszek, CFO & Co-founder Mercado Libre
Gustavo Martello
Investor and Advisor in Technology Startups
Martín Otero Monsegur
Partner Towerco
Investments LLC
Santiago Bulat
Partner Invecq Consulting SA
Lara López Calvo
Journalist at La Nación+
Markets
Teófilo Lacroze
CEO Regional Movilidad Raizen & Ex Presidente Shell
Ramiro López Larroy
Partner Integras Capital
Gustavo Martello
Investor and Advisor in Technology Startups
Eduardo Marty
Founder of the Foundation for
Intellectual Responsibility
María Marty
President Ayn Rand Center Latin America
Daniel Pelegrina
Consultant in Agribusiness & Former President of the Argentine Rural Society
Sara Muñoz Madrid
Wealth Management
Bunker Invest
Francisco Sosa del Valle
Founder & CEO Bunker Invest
Sponsor
Founders
Media Partners
Acknowledgments
Sponsors
Como la tercera economía de América Latina, Argentina tiene un PIB de USD 622 mil millones en 2023. Ofrece un amplio mercado y es receptiva a la inversión extranjera, con varios sectores económicos en crecimiento.
ARGENTINA
Garantiza estabilidad política y un sistema transparente para inversores extranjeros, facilitando aún más el atractivo de sus altos rendimientos. Con un PBI per cápita de 76,329.6 dólares (2022), Estados Unidos se posiciona como un destino destacado para inversiones inmobiliarias globales.
ESTADOS UNIDOS
Ofrece estabilidad económica respaldada por una democracia estable que garantiza seguridad a los inversores y una oferta diversificada de activos. La estabilidad de su moneda, favorable para inversiones a largo plazo, minimiza el riesgo de fluctuaciones que podrían impactar el retorno de inversión. Con un PBI per cápita de 46,125.3 dólares (2022), el Reino Unido se destaca como un entorno favorable de inversiones.
REINO UNIDO
Experimenta estabilidad económica y un mercado en expansión, impulsado por un crecimiento económico constante. Además, tiene un incremento significativo en la inversión extranjera, respaldado por políticas gubernamentales diseñadas para atraer capitales internacionales. Con su reciente clasificación como la novena economía mundial por volumen de PBI según la OCDE en 2023, y un PBI per cápita de 8,917.7 dólares (2022), el país emerge como un mercado dinámico y prometedor para oportunidades de inversión.
BRASIL
Representa un excelente mercado para invertir gracias a su estabilidad política y económica. Tiene el PIB per cápita más alto de Sudamérica, siendo de USD 22,564.5 en 2023. El país se encuentra en una fase de recuperación de la actividad económica e inmobiliaria, con atractivas oportunidades turísticas. La alta calidad de vida atrae tanto a inversores como a residentes. Uruguay tiene un mercado con facilidades para la inversión y beneficios como tasas reducidas.
URUGUAY
Colombia presenta un sólido crecimiento económico, estabilidad política y una población joven. El gobierno ofrece incentivos fiscales y un marco jurídico robusto, facilitando las inversiones extranjeras. Con un PIB de USD 363 mil millones en 2023, Colombia es la cuarta economía de América Latina.
COLOMBIA
México es la segunda economía más grande de América Latina después de Brasil, con un PIB de aproximadamente USD 1,6 billones en 2023 (USD corrientes). El país cuenta con un sector turístico robusto y grandes ciudades en expansión como Ciudad de México y Monterrey. Las políticas gubernamentales fomentan la inversión extranjera, respaldadas por un marco jurídico estable que facilita las transacciones.
MEXICO
La estabilidad política e institucional de Chile genera confianza en los inversores. Su modelo económico abierto ha fortalecido el comercio y la inversión en las últimas décadas. Conocido por sus industrias minera y vitivinícola, Chile tiene un marco económico estable y fue uno de los primeros en financiar proyectos de economía verde. El mercado inmobiliario está en crecimiento, especialmente en ciudades como Santiago y Valparaíso. El gobierno chileno ofrece incentivos fiscales y políticas favorables para atraer inversión extranjera, respaldadas por un sólido marco legal.
CHILE
Gustavo Martello
Investor and Advisor in Technology Startups
Martín Otero Monsegur
Partner Towerco Investments LLC
Matías Peire
Co-founder GRIDX
Francisco Sosa del Valle
Founder & CEO Bunker Invest
Matías Peire
Co-founder GRIDX
Francisco Sosa del Valle
Industry Chair, MIT Real Estate Transformation Lab
Julio César Fermo
Partner at Columbus Investment Banking
Fernando Fragueiro
President of Parque Empresarial Austral & Founder of IAE
Lucas Grosman
Dean of Universidad de San Andrés
María López Isnardi
Founder of the Foundation for
Intellectual Responsibility
Martín Rastellino
Board Member Duke University &
Co-Founder Despegar
Pablo Rodríguez de la Torre
Senior Client Partner Argentina, Korn Ferry International
Lucas Grosman
Dean of San Andrés University
María López Isnardi
Director of Philanthropic and Alumni Relations, UTDT