Investor Roadshow for
Brazil’s New Economy
A showcase of potential green bond investments for theBrazilian economic shift
The investment potential of Brazil’s New Economy
As ​the ​world’s third largest emerging economy, Brazil is one of the UK’s biggest
trade and investment opportunities.
Brazil has an estimated USD 152b of investment to be made to meet its UN
climate change treaty commitments. Green investment opportunities include:
low-carbon u​rban mobility; water and sanitation; logistics infrastructure;
renewable energy; and an expansion of sustainable agribusiness.
This event will showcase a pipeline of potential green bonds from some ofBrazil’s most prestigious companies and financial institutions including BNDES,Suzano, Ecoagro, CPFL Energia and Klabin, presenting on goals, policy measures,and green investment opportunities becoming available.
Speakers include:

Guildhall,London,
December 8• Executives from Brazil’s largest financiers and project developers.

Please RSVP at
http://goo.gl/o2gVXW• Senior officials from Brazil’s public sectors, including the Ministry ofForeign Affairs and Ministry of Agriculture.

Spaces are limited.

• UK representatives from Government Ministers and Sir Roger Gifford,
former City of London Lord Mayor and head of the City’s Green FinanceInitiative.
Not to be missed by anyone interested in green bonds, climate change andBrazilian green financing developments.

In association with:

Coalition organisers

Programme
7:30 Market Opening Ceremony at the London Stock Exchange (Invite-only)
Delegates will depart for the Guidhall at 8.30am.

Guildhall - Old Library and Print Room
09:00 Welcome Address
Sean Kidney, CEO, Climate Bonds Initiative
09:15 KeynotesUnlocking Brazil’s Low Carbon Investment Potential: Policies shaping the agenda in Brazil
Ministry of Foreign Affairs for Brazil (TBD)
Brazil’s Agriculture Industry: Feeding the world at scale, sustainably
Eumar Roberto Novacki, Vice Minister of Agriculture for Brazil
10:15

Investing in Brazil’s Low Carbon Future
Macroeconomic Outlook: The Road Ahead for Brazil
Nicolas Kohn, LatAm Macro Strategist, SantanderBrazil’s Priorities for its New Economy
Flávio Girão Guimarães, Ministry of Finance
Trees Abound in Brazil’s Pulp & Paper Industry
Elizabeth de Carvalhaes, President, Brazil Tree Association

11.00

Tea and coffee

11:15

Investment Pipeline Presenters
Moderator: Nick Robins, Co-Director UNEP Inquiry• Eliane Lustosa, Director of Capital Markets, BNDES• Michelle Lourenço Corda, Investor Relations, Suzano• Milton Menten, CEO, Ecoagro• Luiz Eduardo F. do Amaral Osorio, VP, Chief Legal & Institutional Relations Officer, CPFL Energia• Tiago Brasil Rocha, Director of Finance and Investor Relations, Klabin

12:15

Closing Remarks
Sir Roger Gifford, former City of London Lord Mayor and head of the City’s Green Finance Initiative

12:30

Networking Lunch. End of open session

13:30

High-level roundtable: Investor Dialogue with Brazil pipeline presenters – invite only
Opening Remarks: Sylvia Brasil Coutinho, Chairman and Country Head, UBS Brazil
Moderator: Nathan Fabian, Director of Policy, Principles for Responsible Investment

15:00 CloseAbout the Companies Presenting
Brazil’s Development Bank

Leader in Agriculture Securitization

BNDES, the Brazilian National Development Bank, is oneof the largest development banks in the world.

Ecoagro is the largest securitization company in Brazil,
with an exclusive focus on agribusiness financial transactions.

BNDES is the mainlong-term financer
in Brazil. It’s also thelargest lender forrenewable energy in Brazil, and has recently announced
its intention to increase support to wind and solar generation projects in the country.
The bank supports Brazilian companies and the overall Brazilian economy through direct financing, subscription of equity and debt securities and issuance ofguarantees.
Eliane Lustosa, BNDES Director of Capital Markets, will
be in London to discuss their pipeline for renewable energy financing, and a possible green bond energy fundto be launched in 2017.

Pioneer in Sustainable Forestry
Brazil’s largest producer and exporter of packaging
paper and leader in corrugated board packaging andindustrial bags.
Klabin pioneered the adoption ofmosaic planting concepts in its
forestry management and has
230,000 hectares planted withpine and eucalyptus and 210,000
hectares of preserved native woodlands (over 45% ofits forests).
Internationally recognized as a reference in sustainable
forest management, it was the first forestry company in
the Southern Hemisphere to obtain Forest StewardshipCouncil (FSC) certification (FSC-C022516).
Tiago Brasil Rocha, Director of Finance and Investor
Relations, will be in London to discuss their portfolio fora potential green bond on sustainable forest management.

Over BRL 2bn (USD 650m) of agri securitization wereissued by Ecoagro in Brazil in 2015. Previous transactions include the securitization of receivables from
Fibria, Suzano and other
top tier companies, as well
as receivables from rural producers.
Ecoagro CEO Milton Menten will be in London todiscuss their portfolio for low-carbon agriculture green
securitization, leveraging on the newly introduced
USD-denominated securitization product in the Brazilian market.

Standard-Setter in Pulp & Paper
Suzano is the second largest
eucalyptus pulp producer in theworld, the eighth largest market
pulp producer and holds a leadership position in the regional paper
market in Brazil and South America. The company’s projects are certified by the Forests
Stewardship Council (FSC) and Ceflor (PEFC).
Suzano is the first company in the world to be listed inthe Chicago Climate Exchange (CCX) to trade carbon
credits arising from planted forests. It was honored by
the Rainforest Alliance in 2009 as a Corporate Sustainability Standard-Setter (companies that exhibited outstanding leadership in efforts to promote sustainability).
Suzano issued USD 500m inaugural green bond in2016, financing its sustainable forestry practices,
including plantation, restoration and conservation.
Proceeds will also go to water and energy efficiency
projects.
In London, Suzano’s Michelle Lourenço Corda, Investor
Relations, will discuss their strong investment potential
to finance more projects with proceeds to sustainableinfrastructure and forestry.

About the Companies Presenting
Head of the Renewables Sector
CPFL Energia is the largest private company in theBrazilian electricity sector. It is a holding company that,through its subsidiaries, distributes, generates and commercializes energy in Brazil as well as provides energy-related services. The company is also the controllingshareholder of CPFL Renováveis, which is the leader ofthe Brazilian renewable energy
market.
CPFL Renováveis operates inthe segment of generation ofenergy from renewable sources (wind, biomass thermal
plants, SHPPs and solar), with its current portfolio being
comprised of 85 plants, totaling 1.9 GW of installedcapacity.
The VP, Chief Legal & Institutional Relations Officer LuizOsorio, will be in London to discuss renewable energy
portfolio and potential appetite for BRL deals, both in
the Brazilian and offshore markets.

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