2nd FatAlpha Value (LATAM)
June 2-3, 2027
Capped at 45 Participants
5-star Hotel TBA, São Paulo
Early bird: TBA
A closed-door, peer-driven investor forum for serious idea exchange. A room for practitioners who value substance and thoughtful discussion.
This edition brings together a curated group of South American investors, alongside a select number of participants from Europe, North America, and beyond.
There is no regional constraint on ideas. Participants share their best ideas across geographies, asset classes, and sectors.
After a decade of fully subscribed events in Cyprus and Asia, we are bringing the same format to LATAM for the second time.
* By invitation only. Limited seating.
Philosophy: Intelligent Curation, Genuine Connections
Rooted in a commitment to quality over quantity, ensuring every moment is dedicated to delivering insights and fostering high-caliber connections. Our three pillars below are non-negotiable.
Sharing of knowledge
Everyone must share an idea
- Participants contribute via investment ideas and related topics
- Everyone is expected to add value to the room
- Our goal is to foster an environment for learning, sharing, and building friendships
If you don’t want to share, this isn’t the right event
Confidentiality
No Sharing without permission
- Nothing shared at the event may be repeated without explicit permission
- This includes conversations, slides, names, and positions
- Some investors and activists are still building positions
Confidentiality isn’t a courtesy. It’s a condition of attendance
Non-Solicitation
No cold-calling
- Avoid all unsolicited pitches of any kind during the event
- You may respond if someone asks
- Some of our most valued participants will not attend if they expect to be approached by enthusiastic salespeople
This is an investor room, not a marketplace
Event Agenda
Investment ideas, discussion, and networking. Indicative schedule below.
June 1
19:00 Pre-event dinner
June 2
08:40 Registration
09:00 Investment ideas
13:00 Lunch
14:00 Investment ideas
19:00 Dinner
June 3
09:00 Investment ideas
13:00 Lunch
14:00 Investment ideas
19:00 Dinner
June 4
09:00 Post-event group activity (tourism)
Conversations That Continue Beyond the Event
- Private WhatsApp group. Used for real-time announcements during the event and year-round updates on past and new investment ideas.
- Dedicated Online Forum. A structured, private archive for longer discussions, follow-ups, and material that doesn’t belong in chat.
Speakers & Participants
Investment professionals sharing ideas in a closed setting. Attendance and content are curated. The full participant list is circulated privately ahead of the event. Below are some of the 2026 speakers and attendees. In 2026, we had 33 participants and 25 company-specific investment presentations.
Keynote Speaker
David Iben is the founder, CIO, and chairman of the board of Kopernik Global Investors with $11+ billion AUM.
Prior to Kopernik, Dave managed the $2.7 billion Global Value Long/Short Equity portfolio at Vinik Asset Management, as was lead portfolio manager and co-founder of Tradewinds Global Investors, a $38 billion firm. He also was co-founder and lead portfolio manager of Palladian Capital Management. He began his career with Farmers Group where over the course of 14 years, he worked his way up from securities analyst/trader to portfolio manager and eventually to director of research and lead portfolio manager for both equity and fixed income strategies. At the time of his departure in 1996, Dave was acting as Farmers’ chief investment officer responsible for $16 billion of investable assets.
Dave earned his bachelor’s degree from University of California, Davis, and his MBA from the University of Southern California Marshall School of Business. He is a CFA Charterholder.
Evan Tindell
Bireme Capital
Sam John, CFA
Phronimos Capital
Thiago Salomao
Market Makers
Philippe Perdigao
Atta Partners
David Barata
Family Office
Carlos Simas
Tres Ilhas Investimentos
Click here to see more speakers
Marcel Gozali, CFA
Stone Sentinel Capital
Kassim Gaffer, CFA
Kopernik Global
Matheus Soares
Market Makers
Julio Coelho, CFA
Lapin Capital
Eduardo Mello
VIK Capital
Diego Carvalho
Bahia Asset Mgmt
Shivam Kashan
Mondo Family Office
Jacob Barata
Oz Capital
Marcelo Wizenberg
Oz Capital
Alexis Starvou
North Hill Ltd
Ricardo Polo
Cornamusa Capital
Raphael Maia
Organon Capital
Jonathan Tanne, CFA
Tangible Inv Mgmt
Angel Gutierrez
Clip
Daniel Castillo
Divita Value Growth
Joao Nerasti
Solos Fund
Roberto Waissmann
Tarpon
Carlos Aizpurua
Cornamusa Capital
Guy Mollet, CFA
Private Investor
Sophocles Sophocleous, CFA
FatAlpha Ltd
* By invitation only. Limited seating.
The Experience & Logistics
Venue & Logistics
- Location: Hotel TBA, São Paulo
- Accommodation: Hotel special rates for event attendees. Accommodation is booked and paid directly by the participants via special link.
fees & TERMS
- List Price: € TBA
- Early Bird: € TBA (until April 30, 2027)
- The fee includes: event access, lunch, and dinner on June 2 and June 3.
- Tickets are non-refundable but may be transferred to a colleague (with organizer approval)
Participant Requirements
- Short profile and photo (shared privately with the group)
- All participants must present
- Presentation format:
- 20 minutes total (15 min presentation, 5 min Q&A)
- Must focus on the investment idea
- Max 1-2 minutes on background
- Must be submitted in PDF format by May 20, 2026
- Presentations are shared privately after the event unless you opt out
Take the first step to connect with our community
* By invitation only. Limited seating.
Testimonials from our LATAM Edition
‘By far the best conference I’ve been to. Very organized and I enjoyed the detailed presentations. I look forward to more events like this.’
Family Office (U.S.A.)
‘I truly enjoyed being part of the event. The organization was excellent, and the presentations were outstanding. I hope to stay in touch with everyone!’
Portfolio Manager (Brazil)
‘Congrats on an amazing event! It was a lot of fun. A lot of fresh ideas and new perspectives! Can’t wait for the next one!’
Family Office (Brazil)
Highlights from our 1st LATAM edition
Past Partners & Sponsors
Logos reflect organisations partnered with or supported FatAlpha Value in past editions.
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