Money "owners" analyze the local investment landscape
On September 10, international fund executives representing billionaire funds will hold a meeting in the City of Buenos Aires with the aim of "rethinking" the local economy and turning it into "a solid place" for the global investment scene.
They will do so by organizing a seminar called RepensAR Summit. The event will take place for the first time in the country and will be held at the Buenos Aires museum MALBA, which promises the presence of investors with funds close to u$s10,000 million and who will look for ways to "liberate" around u$s250 billion with potential investment destination in the hands of Argentines.
It is a forum that arises as a space for dialogue between the main actors that make up the investment ecosystem from and towards Argentina, and aims to talk together and find common ground to build opportunities and a more favorable environment for investors and investments to put the country and Argentine talent as a focus in the construction of capital.
Although the presence, not yet confirmed, of government envoys such as Luis Caputo, Minister of Economy, is expected. Luis Caputo, Minister of Economyand Santiago Bausili, president of the Central Bank of Argentina (BCRA), its organizers anticipate that the event will bring together renowned leaders and actors in different round tables to reflect on the construction of a solid place for Argentina in the global investment landscape and the development of an ecosystem that accompanies Argentine talent in the construction and attraction of capital.
In fact, Ramiro Juliá, CEO of Americas Capital Investments and one of the founders of the meeting, assures that the meeting "comes at the right time, taking into account, on the one hand, that our country is entering a new political-economic cycle and paradigm and, on the other hand, that the world is going through profound geopolitical changes that generate great opportunities for entrepreneurial talent, investment power and Argentine intellectual capital".
The executive adds that, during the event, which is organized in thematic panels, more than 30 expert speakers will discuss the real investment possibilities around real estateprivate equityand wealth management.
Sectors with potential
There will also be room for talks on sectors of the real economy such as agriculture, mining and infrastructure with the aim of not only analyzing current affairs, but also providing tangible solutions and answers to the opportunities that lie ahead.
Those chosen are related to the potential they offer for international investors, such as private equity, which involves buying and selling stakes in unlisted companies to generate high returns through restructuring and growth.
This is a long-term investment, which can also provide liquidity to developing companies.
As for real estate, the event organizers believe that it offers passive rental income and long-term capital appreciation.
In addition, it allows diversification of a portfolio with low correlation to the stock market, provides tax advantages such as deductions for depreciation and gains on sale, and is a safe haven against inflation due to its stability and tangibility, and leverage can increase the return on invested capital.
With reference to venture capital, they highlight the high return and diversification by investing in startups with innovation and low correlation with public markets. It provides access to emerging technologies and fosters job creation.
Regarding agribusiness, they understand that it is key for the global production of food and agricultural raw materials.
The event organizers point out that investments include land, shares, funds and futures contracts. It offers profit opportunities due to land appreciation and the 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.
In the caseof the financial marketThe financialmarket allows for various opportunities such as stocks, bonds, funds and ETFs, seeking returns through appreciationor periodic income.
Mining, on the other hand, involves the extraction of natural resources with value in the global market with a profitability that depends on prices, costs, policies and economic conditions.
The Summit believes that it is a tangible investment, with long-term growth potential, but with risks such as price volatility and environmental and regulatory challenges, which in the country shows growth from lithium, copper, potassium and sodium carbonate.
With regard to art, they consider it 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 limited liquidity, say the forum's organizers.
In the case of infrastructure, they qualify it as an attractive type of investment due to 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 shows high growth potential, sector diversification capacity, global access, impact on efficiency and productivity, tax and regulatory benefits, resilience in volatile environments, capital appreciation and contribution to sustainability and social responsibility.
Long-term investment thinking
In this regard, Francisco Sosa del Valle, co-founder and CEO of Bunker and another of the founders of the event, adds that "the first edition of the Summit seeks to generate a space for reflection with an eye on the long term".
For this reason, he adds that, among other questions, answers will be sought to, for example, whether it is possible to think of a pro-investment process of five, 10 and 20 years and at the same time be able to trace a path to achieve it.
"In short, we want to ask ourselves how to generate a very powerful investment ecosystem that leverages on Argentine talent and brings our country back to the global investment discussion tables," he stresses.
According to his vision of the meeting, the Summit's proposal invites attendees, mostly local financiers and businessmen, to review the current investment panorama in countries of the region such as Brazil, Uruguay, Colombia, Chile, Mexico and the United States.
Speakers during the event will include Alexander Busse (Managing Partner NXTP Venture); Sofía Gutiérrez (Compass Group Investments); Matías Peire (Co-founder GRIDX); Martín Otero Monsegur (Partner Towerco Investments LLC), Ramiro Juliá (Founder & CEO Americas Capital Investments).
Also present will be Francisco Sosa del Valle (Co-founder & Bunker Invest); Steve Weikal (Industry Chair, MIT Real Estate transformation Lab); Ignacio Bartolomé (CEO Grupo Don Mario); Gustavo Martello (Investor and Advisor in Technology Startups); Miguel Gutiérrez (Partner The Rohatyn Group) and Fernando Fragueiro (President of Parque Empresarial Austral, Founder IAE).
Looking at the new political paradigm
Among the topics to be discussed are: the moment to put an end to Argentina's legal, tax and institutional obsolescence; how to distribute capital among the various industries that offer opportunities in a region with more than 420 million consumers; and what are the elements that cannot be overlooked when investing in the largest economy in the world, the United States.
In addition, there will be panels on the more than 80 million hectares of pastures that Argentina offers to develop livestock, crops and add value at source in a sustainable way; the opportunities of the country entering a new cycle and political-economic paradigm in a wide variety of areas such as mining, energy, tech, property and infrastructure.
In the case of RepensAR, it is made up of more than 90 local business leaders with an advisory committee integrated by Martín Bameule; Ignacio Esteves; Teófilo Lacroze; Ramiro López Larroy; Gustavo Martello; María Martý; Daniel Pelegrina; Martín Rastellino; Pablo Rodríguez de la Torre. Its Academic Council is made up of: Fernando Fragueiro; Lucas Grosman and Eduardo Martý.
Its founders are Americas Capital Investments (ACI), an Argentine company that offers sophisticated investors the possibility of co-investing easily and securely in real estate projects in the United States, England, Brazil and the country through strategic partnerships with global developers and large-scale operators.
Led by Ramiro Juliá, over the years, ACI has achieved more than 65 real estate investments and more than 1.2 million square meters developed in the industrial, multifamily and office markets.
In the case of Bunker Invest, it is a U.S. fintech co-founded and led by Francisco Sosa del Valle, which offers the possibility of long-term investments in the United States and Latin America, in a simple and automated way.
Its platform allows individuals to invest in a diversified manner and in line with their investor profile, which is obtained through a questionnaire conducted at the time of account opening.
Source: IProfesional