We’re currently at a tipping point in the history of Peru. In addition to the enormous challenges of continuing to fight the pandemic and recovering the millions of jobs lost, is the election of new authorities. This government promotes an agenda that generates very high levels of uncertainty. It will be more important than ever to know how to differentiate between real and supposed risks, be able to see through the political noise and the crisis of governability to correctly read potential turns—whether towards moderation or radicalization—of the authorities.
At APOYO Consultoría we’re preparing an agenda which will help you understand the perspectives of politics and the economy, and the main challenges and opportunities that businesses will face in the coming years.
• Where is Latin American politics heading, and what should be done to accelerate the region’s economic and social development?
• What are the prospects of the financial markets and where are the investment opportunities after a year of the pandemic?
• What will be the main challenges that businesses must overcome to navigate an unprecedented political environment?
• What are the economic policies that will influence the business environment in the coming years?
• What are the sectors and markets that will take off in 2022, despite an unfavorable business climate? Which sectors can benefit most from the implementation of public policies directed to attending the biggest social demands? What opportunities will the rearrangement of household spending generate in the demand in consumer markets?
Director of Industry Analysis at APOYO Consultoría
Albuquerque leads the Business Consulting Services (SAE) Industry Analysis team. He carries out research and gives presentations about sector-specific prospects, containing a rigorous quantitative analysis and offering a high qualitative value to the most important companies in Peru, as well as foreign investors interested in the Peruvian market. He holds an MBA from the Universidad de Piura and IESE, and a degree in Economics at the Universidad del Pacífico.
Director of Industry Analysis
APOYO Consultoría
Political Analyst
Rodrich has been practicing journalism for more than four decades, having directed various media outlets. He is currently a columnist for La República, a member of its editorial board, and director of its television channel, RTV. He is the President of the Instituto Prensa y Sociedad and professor at the Universidad del Pacífico. He holds a degree in Economics from the Universidad del Pacífico and has a Master’s Degree in Public Administration from the John F. Kennedy School of Government at Harvard University.
Political Analyst
Director of Administration and Finance of the Jockey Plaza Shopping Center
Arnaiz has 25 years of professional experience in banking and finance, capital markets and real estate. She is currently the Director of Administration and Finance for the Jockey Plaza shopping center. Before that, she was in charge of other real estate businesses: in charge of a social housing development real estate company, the launch of a real estate investment fund, and leading the real estate banking-mortgage product at Scotiabank Peru. Holds a degree in Economics from the University of Lima and has a Master in Business Administration from the University of Piura. She attended IE and Chicago Booth’s Global Senior Management Programs.
Director of Administration
and Finance
Jockey Plaza
Lawyer and Political Analyst
Professor of Constitutional Law and Parliamentary Law at Pontificia Universidad Católica del Perú. Part of the Advisory Council of the Constitution Committee of the Congress of the Republic, as well as the Advisory Board of the Observatory of Political Reform of Latin America. Member of the Peruvian Association of Constitutional Law. Campos was part of the High Level Committee for Political Reform. She was also a member of the Court of Arbitration of the Center of Analysis and Resolution of Conflicts of the PUCP, as well as the Technical Committee in charge of the Program of Modernization of Congress.
Lawyer and Political Analyst
Corporate General Manager of Talma Airport ServicesG
Corporate General Manager of Talma Airport Services since 2013, a leading Peruvian company in the air cargo business, aircraft service on ramps, passenger handling, and aircraft maintenance, among others. Talma has been present in Peru for 29 years and, starting 10 years ago, it started operations in Mexico, Ecuador, and Colombia. He was previously General Manager of Global Motors (2012-2013) and Deputy General Manager of Talma (2006-2012). Holds a degree in Business Administration from the University of Piura with a Master’s Degree in Business Administration from ESAN.
Corporate General
Manager
Talma Airport Services
Partner and Executive President of APOYO Consultoría
Excecutive President of APOYO COnsultoría and President of the Board of Directors of AC Capitales SAFI. In addition, he’s director of several private companies and has been the director of the Peruvian Central Bank, president of the Italian Chamber of Commerce, and director of several NGOs. He holds a master’s degree in public policy from the University of Harvard, and graduated in economy at the Universidad del Pacífico.
Partner and Executive President
APOYO Consultoría
Economist, writer and Professor at UCLA
Henry Ford II Distinguished Professor of International Economics at the University of California, Los AngelesHe has published 15 books, and over 200 scholarly articles. Professor Edwards has been an adviser to numerous governments, financial institutions, and multinational companies. He is a frequent commentator on economic matters in CNN and other cable outlets. Professor Edwards was educated at the Universidad de Chile and Universidad Católica de Chile. He received an MA in economics in 1978, and a Ph.D. in economics in 1981, both from the University of Chicago.
Economist, writer and
Professor at UCLA
Chief Strategist, Global Asset Allocation at BCA Research
Evans joined BCA Research in August 2015 and is currently BCA Research’s Chief Strategist, Global Asset Allocation. Besides heading the GAA team, he is also a member of the Research Executive Committee, where he is responsible for the talent portfolio. Prior to joining BCA, he was Managing Director and Global Head of Equity Strategy at HSBC, based in Hong Kong. During 16 years at HSBC, Garry also worked as Japan Strategist, Asia-Pacific Strategist, and Head of Research in both Tokyo and Hong Kong. Garry started his career at Euromoney Institutional Investor and was Chief Editor of Euromoney Magazine from 1990 to 1998. He has an MA in Asian Studies from Cambridge University, and undertook postgraduate studies in economics at Kyoto University in Japan.
Chief Strategist, Global
Asset Alocation
BCA Research
Head of Political Analysis of APOYO Consultoría
Gallo has over eight years of experience in research and consulting concerning political, social and economic affairs. She has worked at international organizations, and in the public and private sector. She was the subeditor of economy and finance at newspaper El Comercio, coordinator of the project Municipio al Día from the International Finance Corporation (IFC), consultant for projects for the National Civil Service Authority (SERVIR) and worked in the Public Affairs department at Ipsos Perú where she spearheaded quantitative and qualitative research projects on a national and international level. She holds a master’s degree in Development Management from the London School of Economics and Political Science, and a degree in Politics from the Pontificia Universidad Católica del Perú.
Head of Political Analysis
APOYO Consultoría
Head of Research on Currencies, Commodities and Emerging Markets at J.P. Morgan
Oganes is the Managing Director and Head of Currency, Commodities and Emerging Markets Research at J.P. Morgan, which he joined in 1997, and has worked in New York and London. On several occasions, he has participated in advisory projects with governments and public entities in Latin America, the Middle East and Asia. He obtained his Ph.D. in Economics from New York University in 1998 and his BA in Economics from the University of Lima in 1990.
Head of Research on
Currencies, Commodities and
Emerging Markets
J.P. Morgan
Vice President of Sovereign Risk at Moody’s Rating Agency
Reusche is Vice President and Credit Director for Moody’s sovereign risk group. He has 17 years of experience in the financial industry working for credit rating agencies. He is responsible for the analysis and Latin American sovereign risk rating. He has authored research on issues that impact sovereign credit quality, participates in sovereign risk rating committees, and is responsible for communicating the views of the sovereign risk group at investor briefings and discussions with economic authorities. Previously, he was a Lead Analyst for a portfolio of Central and Eastern European sovereign risk ratings in the same group, before returning to focus on Latin America. He earned a Bachelor of Science in Economics from the College of Business and Economics at Florida Atlantic University, majoring in Econometrics and Economic Development.
Vice President of Sovereign
Risk
Moody’s
Head of Macroeconomic Analysis of APOYO Consultoría
Rodríguez leads the team that analyzes the current situation and medium-term prospects of the economic environment and economic growth. She has experience in monetary and fiscal policies, foreign trade, international finance, foreign exchange policy and external sustainability. She holds a master’s degree in Economics from the London School of Economics and Political Science and a degree in Economics from the Pontificia Universidad Católica del Perú. Rodríguez has taken further specialization courses in monetary policy models, financial programming and econometric methods.
Head of Macroeconomic
Analysis
APOYO Consultoría
Partner and Principal Economist of APOYO Consultoría
Saavedra heads the Macroeconomic Analysis team of the Business Consulting Services (SAE). He’s specialized in macroeconomics, economic policy, labor market and prospects. He holds a master’s degree in Economics from the New York University and a degree in Economics from the Pontificia Universidad Católica del Perú. He has taken specialization courses in international finance in emerging economies, statistics and public utility regulation.
Partner and principal Economist
APOYO Consultoría
Partner and Chief Economist of APOYO Consultoría
Santa María leads the Business Consulting Service (SAE). He is also the director of Interbank, IFS, InRetail, Virú and is a member of the advisory board of cultural association La Tarumba. He regularly collaborates with Peruvian and foreign publications. He holds a PhD in Economics from Washington University in Saint Louis and a degree in Economics from the Universidad del Pacífico.
Partner and Chief Economist
APOYO Consultoría
Vice President of Corporate Affairs and Talent at Camposol
Schol is a member of the Board of Directors of Alicorp, Banco Pichincha Peru, Care Peru, and OWIT Peru. She was Minister of Production and Secretary of Digital Government of the PCM, where she promoted digital transformation in the State. For 15 years, she worked at Microsoft Peru as Commercial Director, Country Manager, Director of the Andean Region Public Sector, and Director of Marketing and Operations, among other roles. Likewise, she worked at IBM del Perú for 13 years, where she worked as a Systems Engineer, Banking Solutions Specialist, Sales Representative, and Software Manager, among other positions. She studied industrial engineering at the University of Lima and then received an MBA at the Adolfo Ibáñez Management School.
Vice President of
Corporate Affairs
and Talent
Camposol
Executive President of Ipsos Peru
Torres boasts over 30 years of experience in the study of public opinion, first at APOYO Opinion and Market, and since 2007, as executive president of Ipsos Perú and leader of Ipsos’ public opinion studies in Latin America. He wrote the books, “Perfil del elector”, “Opinión pública 1921-2021” and “Elecciones y decepciones, historia de una democracia en construcción”. Holds a degree from Universidad del Pacífico and Stanford University.
Executive President
Ipsos Peru
Director of Industry Analysis at APOYO Consultoría
Albuquerque leads the Business Consulting Services (SAE) Industry Analysis team. He carries out research and gives presentations about sector-specific prospects, containing a rigorous quantitative analysis and offering a high qualitative value to the most important companies in Peru, as well as foreign investors interested in the Peruvian market. He holds an MBA from the Universidad de Piura and IESE, and a degree in Economics at the Universidad del Pacífico.
Director of Industry Analysis
APOYO Consultoría
Political Analyst
Rodrich has been practicing journalism for more than four decades, having directed various media outlets. He is currently a columnist for La República, a member of its editorial board, and director of its television channel, RTV. He is the President of the Instituto Prensa y Sociedad and professor at the Universidad del Pacífico. He holds a degree in Economics from the Universidad del Pacífico and has a Master’s Degree in Public Administration from the John F. Kennedy School of Government at Harvard University.
Political Analyst
Director of Administration and Finance of the Jockey Plaza Shopping Center
Arnaiz has 25 years of professional experience in banking and finance, capital markets and real estate. She is currently the Director of Administration and Finance for the Jockey Plaza shopping center. Before that, she was in charge of other real estate businesses: in charge of a social housing development real estate company, the launch of a real estate investment fund, and leading the real estate banking-mortgage product at Scotiabank Peru. Holds a degree in Economics from the University of Lima and has a Master in Business Administration from the University of Piura. She attended IE and Chicago Booth’s Global Senior Management Programs.
Director of Administration
and Finance
Jockey Plaza
Lawyer and Political Analyst
Professor of Constitutional Law and Parliamentary Law at Pontificia Universidad Católica del Perú. Part of the Advisory Council of the Constitution Committee of the Congress of the Republic, as well as the Advisory Board of the Observatory of Political Reform of Latin America. Member of the Peruvian Association of Constitutional Law. Campos was part of the High Level Committee for Political Reform. She was also a member of the Court of Arbitration of the Center of Analysis and Resolution of Conflicts of the PUCP, as well as the Technical Committee in charge of the Program of Modernization of Congress.
Lawyer and Political Analyst
Corporate General Manager of Talma Airport ServicesG
Corporate General Manager of Talma Airport Services since 2013, a leading Peruvian company in the air cargo business, aircraft service on ramps, passenger handling, and aircraft maintenance, among others. Talma has been present in Peru for 29 years and, starting 10 years ago, it started operations in Mexico, Ecuador, and Colombia. He was previously General Manager of Global Motors (2012-2013) and Deputy General Manager of Talma (2006-2012). Holds a degree in Business Administration from the University of Piura with a Master’s Degree in Business Administration from ESAN.
Corporate General
Manager
Talma Airport Services
Partner and Executive President of APOYO Consultoría
Excecutive President of APOYO COnsultoría and President of the Board of Directors of AC Capitales SAFI. In addition, he’s director of several private companies and has been the director of the Peruvian Central Bank, president of the Italian Chamber of Commerce, and director of several NGOs. He holds a master’s degree in public policy from the University of Harvard, and graduated in economy at the Universidad del Pacífico.
Partner and Executive President
APOYO Consultoría
Economist, writer and Professor at UCLA
Henry Ford II Distinguished Professor of International Economics at the University of California, Los AngelesHe has published 15 books, and over 200 scholarly articles. Professor Edwards has been an adviser to numerous governments, financial institutions, and multinational companies. He is a frequent commentator on economic matters in CNN and other cable outlets. Professor Edwards was educated at the Universidad de Chile and Universidad Católica de Chile. He received an MA in economics in 1978, and a Ph.D. in economics in 1981, both from the University of Chicago.
Economist, writer and
Professor at UCLA
Chief Strategist, Global Asset Allocation at BCA Research
Evans joined BCA Research in August 2015 and is currently BCA Research’s Chief Strategist, Global Asset Allocation. Besides heading the GAA team, he is also a member of the Research Executive Committee, where he is responsible for the talent portfolio. Prior to joining BCA, he was Managing Director and Global Head of Equity Strategy at HSBC, based in Hong Kong. During 16 years at HSBC, Garry also worked as Japan Strategist, Asia-Pacific Strategist, and Head of Research in both Tokyo and Hong Kong. Garry started his career at Euromoney Institutional Investor and was Chief Editor of Euromoney Magazine from 1990 to 1998. He has an MA in Asian Studies from Cambridge University, and undertook postgraduate studies in economics at Kyoto University in Japan.
Chief Strategist, Global
Asset Alocation
BCA Research
Head of Political Analysis of APOYO Consultoría
Gallo has over eight years of experience in research and consulting concerning political, social and economic affairs. She has worked at international organizations, and in the public and private sector. She was the subeditor of economy and finance at newspaper El Comercio, coordinator of the project Municipio al Día from the International Finance Corporation (IFC), consultant for projects for the National Civil Service Authority (SERVIR) and worked in the Public Affairs department at Ipsos Perú where she spearheaded quantitative and qualitative research projects on a national and international level. She holds a master’s degree in Development Management from the London School of Economics and Political Science, and a degree in Politics from the Pontificia Universidad Católica del Perú.
Head of Political Analysis
APOYO Consultoría
Head of Research on Currencies, Commodities and Emerging Markets at J.P. Morgan
Oganes is the Managing Director and Head of Currency, Commodities and Emerging Markets Research at J.P. Morgan, which he joined in 1997, and has worked in New York and London. On several occasions, he has participated in advisory projects with governments and public entities in Latin America, the Middle East and Asia. He obtained his Ph.D. in Economics from New York University in 1998 and his BA in Economics from the University of Lima in 1990.
Head of Research on
Currencies, Commodities and
Emerging Markets
J.P. Morgan
Vice President of Sovereign Risk at Moody’s Rating Agency
Reusche is Vice President and Credit Director for Moody’s sovereign risk group. He has 17 years of experience in the financial industry working for credit rating agencies. He is responsible for the analysis and Latin American sovereign risk rating. He has authored research on issues that impact sovereign credit quality, participates in sovereign risk rating committees, and is responsible for communicating the views of the sovereign risk group at investor briefings and discussions with economic authorities. Previously, he was a Lead Analyst for a portfolio of Central and Eastern European sovereign risk ratings in the same group, before returning to focus on Latin America. He earned a Bachelor of Science in Economics from the College of Business and Economics at Florida Atlantic University, majoring in Econometrics and Economic Development.
Vice President of Sovereign
Risk
Moody’s
Head of Macroeconomic Analysis of APOYO Consultoría
Rodríguez leads the team that analyzes the current situation and medium-term prospects of the economic environment and economic growth. She has experience in monetary and fiscal policies, foreign trade, international finance, foreign exchange policy and external sustainability. She holds a master’s degree in Economics from the London School of Economics and Political Science and a degree in Economics from the Pontificia Universidad Católica del Perú. Rodríguez has taken further specialization courses in monetary policy models, financial programming and econometric methods.
Head of Macroeconomic
Analysis
APOYO Consultoría
Partner and Principal Economist of APOYO Consultoría
Saavedra heads the Macroeconomic Analysis team of the Business Consulting Services (SAE). He’s specialized in macroeconomics, economic policy, labor market and prospects. He holds a master’s degree in Economics from the New York University and a degree in Economics from the Pontificia Universidad Católica del Perú. He has taken specialization courses in international finance in emerging economies, statistics and public utility regulation.
Partner and principal Economist
APOYO Consultoría
Partner and Chief Economist of APOYO Consultoría
Santa María leads the Business Consulting Service (SAE). He is also the director of Interbank, IFS, InRetail, Virú and is a member of the advisory board of cultural association La Tarumba. He regularly collaborates with Peruvian and foreign publications. He holds a PhD in Economics from Washington University in Saint Louis and a degree in Economics from the Universidad del Pacífico.
Partner and Chief Economist
APOYO Consultoría
Vice President of Corporate Affairs and Talent at Camposol
Schol is a member of the Board of Directors of Alicorp, Banco Pichincha Peru, Care Peru, and OWIT Peru. She was Minister of Production and Secretary of Digital Government of the PCM, where she promoted digital transformation in the State. For 15 years, she worked at Microsoft Peru as Commercial Director, Country Manager, Director of the Andean Region Public Sector, and Director of Marketing and Operations, among other roles. Likewise, she worked at IBM del Perú for 13 years, where she worked as a Systems Engineer, Banking Solutions Specialist, Sales Representative, and Software Manager, among other positions. She studied industrial engineering at the University of Lima and then received an MBA at the Adolfo Ibáñez Management School.
Vice President of
Corporate Affairs
and Talent
Camposol
Executive President of Ipsos Peru
Torres boasts over 30 years of experience in the study of public opinion, first at APOYO Opinion and Market, and since 2007, as executive president of Ipsos Perú and leader of Ipsos’ public opinion studies in Latin America. He wrote the books, “Perfil del elector”, “Opinión pública 1921-2021” and “Elecciones y decepciones, historia de una democracia en construcción”. Holds a degree from Universidad del Pacífico and Stanford University.
Executive President
Ipsos Peru
EXHIBITOR
Economist, writer and
Professor at UCLA
MODERATOR
Partner and Chief Economist
APOYO Consultoría
MODERATOR
Partner and Executive President
APOYO Consultoría
EXHIBITOR
Chief Strategist, Global
Asset Alocation
BCA Research
MODERATOR
Partner and principal Economist
APOYO Consultoría
MODERATOR
Head of Macroeconomic
Analysis
APOYO Consultoría
EXHIBITOR
Lawyer and Political Analyst
EXHIBITOR
Partner and Executive President
APOYO Consultoría
EXHIBITOR
Head of Political Analysis
APOYO Consultoría
EXHIBITOR
Executive President
Ipsos Peru
DISCUSSION PANEL
Political Analyst
MODERATOR
Partner and Executive President
APOYO Consultoría
EXHIBITOR
Head of Macroeconomic
Analysis
APOYO Consultoría
EXHIBITOR
Partner and principal Economist
APOYO Consultoría
DISCUSSION PANEL
Head of Research on
Currencies, Commodities and
Emerging Markets
J.P. Morgan
PANEL DE DISCUSIÓN
Vice President of Sovereign
Risk
Moody’s
MODERATOR
Partner and Chief Economist
APOYO Consultoría
EXHIBITOR
Director of Industry Analysis
APOYO Consultoría
EXHIBITOR
Partner and Chief Economist
APOYO Consultoría
DISCUSSION PANEL
Director of Administration
and Finance
Jockey Plaza
DISCUSSION PANEL
Corporate General
Manager
Talma Airport Services
DISCUSSION PANEL
Vice President of
Corporate Affairs
and Talent
Camposol
DISCUSSION PANEL
Partner and Chief Economist
APOYO Consultoría
EXHIBITOR
Economist, writer and
Professor at UCLA
MODERATOR
Partner and Chief Economist
APOYO Consultoría
MODERATOR
Partner and Executive President
APOYO Consultoría
EXHIBITOR
Chief Strategist, Global
Asset Alocation
BCA Research
MODERATOR
Partner and principal Economist
APOYO Consultoría
MODERATOR
Head of Macroeconomic
Analysis
APOYO Consultoría
EXHIBITOR
Lawyer and Political Analyst
EXHIBITOR
Partner and Executive President
APOYO Consultoría
EXHIBITOR
Head of Political Analysis
APOYO Consultoría
EXHIBITOR
Executive President
Ipsos Peru
DISCUSSION PANEL
Political Analyst
MODERATOR
Partner and Executive President
APOYO Consultoría
EXHIBITOR
Head of Macroeconomic
Analysis
APOYO Consultoría
EXHIBITOR
Partner and principal Economist
APOYO Consultoría
DISCUSSION PANEL
Head of Research on
Currencies, Commodities and
Emerging Markets
J.P. Morgan
PANEL DE DISCUSIÓN
Vice President of Sovereign
Risk
Moody’s
MODERATOR
Partner and Chief Economist
APOYO Consultoría
EXHIBITOR
Director of Industry Analysis
APOYO Consultoría
EXHIBITOR
Partner and Chief Economist
APOYO Consultoría
DISCUSSION PANEL
Director of Administration
and Finance
Jockey Plaza
DISCUSSION PANEL
Corporate General
Manager
Talma Airport Services
DISCUSSION PANEL
Vice President of
Corporate Affairs
and Talent
Camposol
DISCUSSION PANEL
Partner and Chief Economist
APOYO Consultoría
Entrepreneurs, investors, CEOs,
general managers,
managers and directors of finance,
new businesses, corporate affairs,
sales, among others, in charge of
the weighty decisions in their company.
Entrepreneurs, investors, CEOs,
general managers,
managers and directors of finance,
new businesses, corporate affairs,
sales, among others, in charge of
the weighty decisions in their company.
SAE offers the most relevant and opportune analysis of the Peruvian business environment.
With a track record of over 35 years, SAE offers the leading independent economic analysis in Peru.
It has over 300 business clients from 15 economic sectors whose total earnings are the equivalent of a third of Peru’s GDP.
Over 550 executives take decisions based on advice received from SAE.
The benchmark firm for business consulting for strategic decision-taking in economy, finance and business. Present in Peru for over 40 years, boasting a team of multidisciplinary professionals with broad experience and sector-specific knowledge. Offers top quality, trustworthy services to the country’s leading businesses, as well as government entities and international organizations.
private financial institutions operating in the country, including the 5 largest banks
of the 10 largest mining companies
main retail companies
of the 5 main insurance companies
main mass consumer goods companies
foreign companys with business in Peru
FOR THE ENTIRE EVENT
FOR 3 DAYS
*Fees don’t include IGV, the general sales tax (18%).
Thank you for your interest in the SAE 2021 Annual Convention!
