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Trends in pension systems worldwide

The FIAP-Abrapp International Seminar 2024 will bring together renowned leaders and experts to discuss and analyze the latest trends in pension systems worldwide. This event will offer valuable insights into the strategic approaches shaping the segment and will present innovative perspectives for the future.

Date

October 3rd and 4th

100%

Face-to-face mode

Place

Windsor Oceanico Hotel
Martinho de Mesquita Street, 129
Barra da Tijuca
l

Registration Fee

FIAP Associated
R$ 2.380,00
Other Participants
R$ 2.800,00

PRELIMINARY PROGRAM

FOLLOW THE EVENT SCHEDULE

calendar alt icon OCTOBER 3rd (THURSDAY)

REGISTRATION

WELCOME
Guillermo Arthur, President of FIAP
Jarbas Antonio de Biagi, President-Director of Abrapp

INAUGURAL CONFERENCE | POLITICAL AND SOCIAL SITUATION IN LATIN AMERICA
Speaker
Álvaro Vargas Llosa,
Writer and journalist, Author of “Estallido del Populismo”, Director of the Center for Global Prosperity (USA)

PANEL 1 | EVOLUTION OF PENSION SYSTEMS IN LIGHT OF DEMOGRAPHIC TRENDS, LABOR MARKET, AND PUBLIC POLICIES

EVOLUTION OF THE MULTI-PILLAR RETIREMENT STRUCTURE IN LATIN AMERICA AND INTERNATIONAL TRENDS

THE GROWING ROLE AND CONTRIBUTION OF PRIVATE SAVINGS SYSTEMS IN THE FINANCING OF PENSIONS IN EUROPEAN COUNTRIES: EXPERIENCE AND LESSONS

IMPACT OF NON-CONTRIBUTORY PENSIONS AND THEIR DESIGN ON PENSIONS AND INCENTIVES TO CONTRIBUTE TO CONTRIBUTORY PROGRAMS

Moderator
Karol Fernández, FIAP´s Executive Vicepresident and academic of the Universidad San Sebastián

Speakers
Pablo Antolín, Head of the Insurance and Pensions Unit, Directorate for Financial and Enterprise Affairs (OECD)
Francesco Briganti, Secretary General of the Cross Border Benefits Alliance-Europe (CBBA-Europe)

David Kaplan, Lead Specialist, Labor Markets and Social Security Division, Inter-American Development Bank – IDB (USA)

COFFEE BREAK

PANEL 2 | TOWARDS UNIVERSALIZATION OF PENSION SAVINGS

INCREASE IN PENSION CONTRIBUTIONS THROUGH CONSUMPTION TAX: POTENTIAL OF THIS POLICY AND NECESSARY CONDITIONS FOR ITS IMPLEMENTATION 

EXPERIENCES AND LESSONS TO ENCOURAGE PENSION SAVINGS AMONG INDEPENDENT AND INFORMAL MEDIUM AND LOW-INCOME WORKERS, DRAWING ON LESSONS FROM BEHAVIORAL ECONOMICS

THE CONTRIBUTION OF SELFIES TO INCOME PREDICTABILITY AND STABILITY IN RETIREMENT AND THE INCREASE IN PENSION SAVINGS, ESPECIALLY AMONG WORKERS WITHOUT A RELATIONSHIP WITH AN EMPLOYER AND/OR INFORMAL: THE BRAZILIAN EXPERIENCE 

Moderator
Jarbas Biagi, President, Abrapp

Speakers
Rodolfo Saldain, Ex-President of the Commission of Experts in Social Security designated by the Uruguayan government and Former coordinator of the drafting team for pension reform (Uruguay)
Diego Valero, Professor at the University of Barcelona and Professor at the London School of Economics (LSE) in specialized programs of pensions and behavioral economics (Spain)
José Roberto Afonso, Coordinator of the Book Trabalho 4.0 and Researcher at the Center for Administration and Public Policy of the University of Lisbon (Portugal)

PANEL 3 | INVESTMENT OF PENSION FUNDS

ALTERNATIVE INVESTMENTS
TARGET DATE FUNDS
RISK-BASED SUPERVISION

Moderator
Guillermo Zamarripa, President of AMAFORE
Pablo Sprenger, Executive Vice President and President of Principal Latin America, Principal Financial Group
Ricardo Pena, Director Superintendente de la Superintendencia Nacional de Pensiones Complementarias de Brasil (PREVIC), Brasil

CLOSURE THE FIRST DAY OF WORK

calendar alt icon OCTOBER 4th (FRIDAY)

SAVING AND AGING CHALLENGES

Speaker
Peter R. Fisher, Managing Director, Strategy, and Head, Global Retirement Initiative, BlackRock

PANEL 1 | ARE PENSION REFORM PROCESSES IN LATIN AMERICA RESPONDING TO PENSION IMPROVEMENTS?

THE CASE OF MEXICO
THE CASE OF PERU
THE CASE OF CHILE
THE CASE OF URUGUAY
THE CASE OF COLOMBIA 

Moderator
Francisco Murillo, CEO of Savings and Retirement, SURA Asset Management

Speakers
María de las Nieves Lanzagorta,
Vice President of Liaison, AMAFORE
Giovanna Prialé Reyes,
President of the AFP Association of Peru
Paulina Yazigi,
President of the AFP Association, Chile
Ignacio Azpiroz,
President of the National Association of AFAP, Uruguay

COFFEE BREAK

PANEL 2 | STRENGTHENING THE LABOR MARKET

PUBLIC POLICIES TO STRENGTHEN THE LABOR MARKET

ADDRESSING INFORMALITY THROUGH THE DESIGN AND OPERATION OF THE PENSION SYSTEM AND SOCIAL PROTECTION SYSTEM

SILVER ECONOMY: A LOOK AT AGING AS AN OPPORTUNITY TO ACHIEVE A VIRTUOUS CIRCLE OF GREATER ECONOMIC GROWTH THROUGH THE PROMOTION OF SENIOR WORKFORCE PARTICIPATION

Moderator
Nilton Molina,
Chairman of the Board of MAG Seguros and President of the Longevity Institute

Speakers
Miguel Pelayo,
Lawyer and Master in Public Policy from the University of Oxford

Ana Castillo Leska, Specialist of IDB Lab (Uruguay)

EVENT CLOSING
Devanir Silva,
General Superintendent of Abrapp
Guillermo Arthur,
President of FIAP

SPEAKERS

Álvaro Vargas Llosa

Álvaro Vargas Llosa is a prolific author and distinguished speaker known for his work in journalism, politics, and international affairs. Vargas Llosa is recognized for his keen political analysis and contributions to literature. As a Senior Fellow at the Independent Institute and former Director of the Center for Global Prosperity, he has influenced discussions on economic and political issues worldwide. Son of the renowned Nobel Prize in Literature winner Mario Vargas Llosa, Álvaro was exposed to a rich intellectual environment from an early age, undoubtedly shaping his career and perspective. He is currently a regular contributor to prestigious outlets such as the Wall Street Journal and the New York Times. From the World Economic Forum to renowned universities, his voice resonates in debates on topics ranging from global geopolitics to liberalism in Latin America. He has received recognitions such as the Thomas Jefferson Award and the Templeton Freedom Award.

Ana Castillo Leska

Ana Castillo Leska is an Agricultural Engineer and MBA. Her career began in innovative projects in the public and private sectors. For more than 15 years, she has been a Senior Officer at BID Lab, the innovation laboratory of the Inter-American Development Bank, where she contributes to the development of the entrepreneurship and innovation ecosystem in Uruguay and several countries in the region. Ana has been part of the IDB Group team that has pioneered the theme of the silver economy in Latin America and the Caribbean. She is co-author of the publications “The Silver Economy: Aging as an Opportunity for Entrepreneurship and Inclusion” and “Mapping Actors and Trends in Latin America and the Caribbean”. She has been invited as a speaker on this topic by the Government of the City of Buenos Aires, the Argentine Catholic University, ORT University Uruguay, the Pontifical Catholic University of Chile, Endeavor Uruguay, Mapfre Foundation, and Georgetown University.

David Kaplan

David Kaplan has been a lead specialist in the Labor Markets and Social Security Division of the Inter-American Development Bank (IDB) since 2010. Before joining the IDB, David was a research economist at the U.S. Bureau of Labor Statistics, assistant professor of Economics at the Mexican Institute of Technology, and a specialist in private sector development for the World Bank. David is an expert in labor markets in developing countries, particularly in the areas of labor regulation and social security. David has published research articles in journals such as the Journal of Economic Perspectives, the Journal of Development Economics, and the Review of Economics and Statistics. David received a Ph.D. in Economics from Cornell University in 1998.

Devanir Silva

He is a Business Administrator, has been working in the sector since 1981, and for 40 years has held the main executive position at ABRAPP – Brazilian Association of Complementary Pension Entities. He has attended courses in the country and abroad, such as those at the Wharton School, University of Pennsylvania, United States, and seminars promoted by national system entities in numerous countries. In Chile, he witnessed the privatization of that country’s social security, closely understanding the complex issues involved in this process. He has intellectual production published in specialized journals. He is the author of the book “Pension Funds and Abrapp: History of Struggles and Victories” – 2014 – Abrapp Publisher. He is one of the authors of the books “Pension Funds in Debate” – 2002 – Brasília Jurídica Publisher and “Introduction to Complementary Pension” – 2005 – Abrapp/Icss/Sindapp Editors – “Complementary Pension: Studies in Honor of the 15 Years of Federal Legislation” – 2016 – Instituto As Tiago Dantas de Direito e Economia. He was ABRAPP’s representative at the Ibero-American Social Security Organization.

Jarbas Antonio de Biagi
Diego Valero

Diego Valero is a Professor at the University of Barcelona and a Professor at the London School of Economics in specialized pension and behavioral economics programs. He also teaches Behavioral Finance at IE University. He holds a PhD in Economics and is an Actuary, with a diploma in Advanced Business Management from IESE. He is also the Honorary President of the 2008 MBA and Executive MBA class of ICADE. In addition to his academic career, Diego Valero has a broad trajectory in the business world. He is co-founder and president of Novaster and BeWay. He was President of OCOPEN (Organization of Pension Consultants of Spain). He was also Vice President of Spainsif (Spanish Forum for Socially Responsible Investment). He was President of the Scientific Committee of the LIFE Colloquium 2017. He is an Academic Adviser to the IPE Scholarship Fund. He has been called on several occasions by the Parliamentary Commission of the Toledo Pact in Spain, and other parliamentary pension commissions in Latin America. He is the only Spaniard who is a member of the American Academy of Social Insurance. Author of several books and over a hundred articles. He translated the book by Peter Diamond (Nobel Prize in Economics 2010) and Nicholas Barr “The Needed Reform: The Future of Pensions”. In 2018, he published with Drs. Guillén and Ayuso the document “Efficient Management of Savings After Retirement”, awarded the XIII Age and Life Higinio Raventós Award.

Elizabeth Moitinho
Francesco Briganti

Secretary General at the Cross Border Benefits Alliance-Europe (CBBA-Europe)

Francesco Briganti serves as the Secretary General of the Cross Border Benefits Alliance–Europe (CBBA-Europe), a prominent Brussels based EU advocacy association comprising pension funds, insurance companies, asset managers, pension administrators, law firms, and other national and international associations. The primary mission of CBBA-Europe is to promote cross-border and pan-European arrangements for pensions and other employee and social benefit plans. The organization aims to eliminate the persistent national fragmentation and barriers to worker mobility within the EU concerning social benefits.

Francesco is also a member of the Stakeholders Group on Occupational Pensions (OPSG) of the European Insurance and Occupational Pensions Authority (EIOPA). From June 2016 to 2018, he coordinated the World Pension Alliance (WPA), of which CBBA-Europe is also a member. Prior to this, he was the Director of the European Association of Paritarian Institutions of Social Protection (AEIP). AEIP represents those social protection institutions, including pension funds, jointly managed by employers’ and employees’ representatives.

Francesco holds a law degree from the University of Bologna (Italy), a master’s degree in international political economy from the University of Kent (UK), and a Ph.D. in EU law from the University Foundation Marco Biagi in Modena (Italy), where he focused on creating a pan-European Occupational Pension Plan.

He has delivered numerous lectures on the EU at various universities and has spoken at over 300 public events worldwide.

In addition to his mother tongue, Italian, Francesco also speaks English, French, and Spanish.

Elidiane Gomes
Francisco Murillo

CEO of Savings and Retirement, SURA Asset Management

He is a commercial engineer from the Adolfo Ibáñez Business School. He began his professional career in 1985 at Citibank, an entity in which he held various positions in the financial area, including Citibank Local Currency Treasury Manager and Citicorp Citibank Local Currency Treasury Manager.

He then developed in the Santander Group, holding various positions such as Investments and Studies Manager at AFP Bansander; General Manager of the same Administrator; director of the Pension and Insurance Area; corporate director of Human Resources; manager of the Commercial Banking Division, and in March 2012 as manager of the Human Resources and Media Division.

In 2013 he became Executive President of SURA Asset Management in Chile, where he was responsible for managing the business through his companies Seguros de Vida SURA, Corredores de Bolsa SURA, Gestión General de Fondos SURA, and in the pension industry through AFP Capital.

Currently, he holds the regional position of CEO of Savings and Retirement in the same company, for Mexico, Colombia, Peru, Chile and Uruguay, where one of his main challenges is to contribute to improving pensions in Latin America through sustainable pension systems.

Elizabeth Moitinho
Giovanna Prialé

Giovanna Prialé holds a degree in economics from the University of the Pacific, with master’s studies at Georgetown University. She is currently the president of the Association of Pension Fund Administrators of Peru. She has served as Manager of Products and User Services at the Superintendency of Banks, Insurance, and AFP (SBS) in Peru, a lecturer at the University of the Pacific and Javeriana University in Colombia, principal researcher and Director of the Economics and Finance Area at the consulting firm Gerens, among other positions. She has extensive experience in the economic and financial sector. She has also held managerial positions in the business and journalistic fields.

Elizabeth Moitinho
Ignacio Azpiroz

With more than 27 years of experience in the Market, Ignacio Azpiroz is the General Manager of AFAP Itaú, one of the four Pension Savings Fund Administrators companies in Uruguay. He currently holds the position of President of ANAFAP (National Association of AFAP of Uruguay), a union that brings together the Pension Savings Fund Administrators. Ignacio has a degree in Economics from the Faculty of Economic and Administration Sciences (FCEA) of the University of the Republic Uruguay, and has the Senior Management Program (PAD) 2014 from the IEEM Business School of the University of Montevideo, Uruguay.

Elidiane Gomes
Jarbas de Biagi

Lawyer and Master in Pension Law. Current CEO of Abrapp, Financial Director (AETQ) of OABPREV-SP, and Director of Mutuoprev. He was president at Banesprev-Fundo Banespa de Seguridade Social, Fiscal Counselor and Deliberative Counselor of ENERPREV – Entidade de Previdência Privada do Grupo EDP. President of Sindapp – National Union of Closed Supplementary Pension Entities, Executive Director of Abrapp. Member of CGPC – Supplementary Pension Management Council, Member of the Supplementary Pension Resource Chamber – CRPC, and Full Member of the National Supplementary Pension Council – CNPC, representing Closed Supplementary Pension Entities.

Elizabeth Moitinho
José Roberto Afonso

PhD in Economics from UNICAMP and master’s degree from UFRJ. Post-doctorate in Public Administration from the University of Lisbon. Professor at IDP and ISCSP in Lisbon. Vice President of FIBE. Consultant, including founder of FINANCE, in Brazil, and AB, in Portugal.

Elizabeth Moitinho
Karol Fernández

Executive Vice President of the International Federation of Pension Fund Administrators (FIAP) since May of this year. Additionally, she is an academic at the Public Policy Center of San Sebastián University in Chile. She has over 10 years of work experience in issues related to social security. She was the Director of Studies of the Undersecretariat of Social Security of Chile, study advisor for FIAP, and has also been a consultant on pension-related issues for the private sector, policymakers, and international organizations. Karol holds a PhD in Economics from the University of Oxford, UK, a Master of Science in Economics from the University of Essex, UK, and a Master’s in Applied Macroeconomics from the Pontifical Catholic University of Chile. Her undergraduate degree in Economics was obtained at the University of Costa Rica.

Jarbas Antonio de Biagi
María de las Nieves Lanzagorta

Graduated in Economics from the Autonomous Technological Institute of Mexico (ITAM), she has a Master’s degree in Comparative Public Policies from the Latin American Faculty of Social Sciences, FLACSO México, and a diploma in Marketing from the Institute of Technology and Higher Studies of Monterrey (ITESM).

She is currently Vice President of Liaison at the Mexican Association of Pension Fund Managers (AMAFORE), where, among other things, she has made efforts to involve more people in the Retirement Savings System, draw attention to retirement for young people, and address gaps. by gender and by type of employment.

She has collaborated in various institutions mainly in the development of skills, positioning and knowledge of financial instruments in both the public and private sectors. She has also been a consultant on regulatory and public policy strategy and analysis. She is also passionate about improving people’s quality of life through the development of financial capabilities, she has been actively involved in gender inclusion issues.

Elizabeth Moitinho
Miguel Pelayo

Lawyer from the University of Chile and Master’s degree holder from the University of Oxford, Senior Associate at Arteaga Gorziglia Attorneys at Law, specializing in regulated markets, corporate affairs, and public policies, with over 9 years of experience in both the public and private sectors, nationally and internationally (Spain – Iberic American Organisation of Social Security “OISS” – and England –  The Society of Pension Professionals  ). Practice focused on legal counsel and strategic project management in the energy sector, pension fund administration (Chile, Spain, and England), telecommunications, and transportation. Member of the Oxford Latam Dialogue and Training Data Lab – External Expert for OISS.

Elizabeth Moitinho
Pablo Antolín

Pablo Antolín is Head of Insurance and Pensions at the OECD Directorate for Financial and Enterprise Affairs. He manages the research and policy program of the Working Party on Private Pensions (http://www.oecd.org/daf/fin/private-pensions/) and contributes to the Insurance and Private Pensions Committee, bodies that bring together policymakers, regulators, and the private sector of almost 40 countries around the world. His work covers issues related to the operation, regulation, and design of asset-backed pension systems. Pablo Antolín has a Ph.D. in Economics from the University of Oxford and an undergraduate degree in Economics from the University of Alicante (Spain).

Elizabeth Moitinho
Pablo Sprenger

Pablo Sprenger is currently the Executive Vice President (EVP) and President of Principal Latam, civil engineer from Pontificia Universidad Católica de Chile and MBA from The Kellogg School of Management at Northwestern University. Has extensive experience and a track record in building and transforming companies, standing out for driving positive changes in each of the roles he has held. His career spans over two decades in various leadership positions in Latin America in companies in dynamic markets, including some related to the pension industry.

Elizabeth Moitinho
Paulina Yazigi

Paulina Yazigi is a mother of 3 children and has dedicated her professional life to macroeconomics and financial markets, working in the public and private sectors. She is an economist from the Pontifical Catholic University of Chile, with a master’s degree in Applied Macroeconomics from the same university and a master’s degree in Mathematics in Finance from New York University. Between 2021 and 2022 she led the Financial Markets Division at the Central Bank of Chile, participated as an advisor to the Ministry of Finance in the Financial Committee of the Sovereign Funds between 2018 and 2021 and was part of the Tax Commission convened in 2020. In 2021 she was the first female director of the Electronic Stock Exchange, in the 32 years of the institution. Before taking over at the Central Bank, Paulina was Investment Manager at Inversiones Nogaleda and director of Redbanc. Paulina Yazigi was recognized among the 100 Women Leaders in 2018 and 2023, which confirms that one of her commitments and work throughout her different roles has been gender equality and co-responsibility. She is also a WoomUp mentor. During her professional career she has also worked as a macroeconomic analyst and portfolio manager at BBVA and Compass Group in Chile and New York, she has been Investment Manager and Research and Economics Manager at Credicorp Capital. In addition, she has developed teaching activities at the Pontificia Universidad Católica and at the Adolfo Ibáñez University, and has been a columnist in different media dedicated to economic information. As president of the Chilean AFP Association, Paulina has promoted a public agenda to improve present and future pensions in a sustainable manner, through the Roadmap 555, which the institution launched in 2023. She has also placed special emphasis on the need to confront labor informality, which in Chile affects 2.5 million workers who do not contribute to their social security. In turn, Paulina has promoted new social security education programs for students and workers, and she has active public participation through her social networks, where she explains “in simple” the complex issues of social security.

Peter Fisher

Peter R. Fisher is a Managing Director at BlackRock, in the Strategy Function, leading the firm’s global retirement initiative. Peter re-joined the firm in January 2022 having spent the previous eight years teaching at the Tuck School of Business at Dartmouth. From 2004 to 2013, Peter held a variety of roles at BlackRock, including Chairman of Asia and Head of the Fixed Income Portfolio ManagementGroup. From 2001 to 2003 Peter served as the Under Secretary of the U.S. Treasury for Domestic Finance. From 1985 to 2001 he worked at the Federal Reserve Bank of New York, concluding his service as an executive vice president and Manager of the Federal Reserve System Open Market Account.  He has previously served as a non-executive director of the Financial Services Authority of the United Kingdom, as a member of the Strategic Advisory Committee of the Agence France Tresor of the French Treasury, as a member of the Board of Directors of AIG, as a member of the Board of Directors of the John F. Kennedy Library Foundation, and as a member of the Board of Governors of the Financial Industry Regulatory Authority (FINRA).  He currently serves on the Board of Directors of the Peterson Institute for International Economics.

Rodolfo Saldain

Rodolfo Saldain is a lawyer specializing in labor law and social security. He is a former president of the Social Security Bank of Uruguay, co-author of the Uruguayan pension reform of 1995, and a consultant for the Costa Rican reform of 1997. He is the author of dozens of academic works, among his recent works is the book “The Age of the New Old: Longevity, Work, and Retirement in the 21st Century”, published in 2020. He chaired the Expert Commission on Social Security appointed by the Uruguayan government and coordinated the drafting team of the pension reform that came into force on August 1, 2023.

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100% FACE-TO-FACE MODE

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TARGET AUDIENCE

Top leadership of the organizations. Advisors, directors, superintendents, and managers.

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LODGING

To ensure your accommodation at the official event hotels – Windsor Oceânico, Windsor Tower, and Windsor Barra – visit the website windsorhoteis.com and enter the promotional code FIAP2024 when making your reservation to enjoy a special discount on the rate. This offer is valid for the period from October 1st to October 5th, 2024.

For more information or to make your reservation, please contact our reservations department:
phone: +55 21 2195-5000 / email: reservas.ccehw@windsorhoteis.com.br. 

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MATERIAIS

Abrapp offers its members access to a rich collection with exclusive content from the System, as well as compiling the materials presented in all lives and webinars held.

A complete digital library to be accessed anytime and anywhere.
Click the button below and check it out!