Gustavo Ballvé on May 17th, 2012
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Signal or Noise

The agenda for the 2012 Rio Investors Day conference is now online, and I will cover both days of the event next week (Monday and Tuesday). Here are notes from last year’s event – I wasn’t there for the entire day, but it serves as indication of what’s discussed for those interested in Rio and Brazil. I have my own sector preferences but it’s good to have the event organized in a “single track” – it favors breadth over depth, but given the intended audience it’s probably for the best. All in all it’s a great initiative and a well-organized event. Check back next week for the notes!

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