LCA, MCM, Rosenberg Calls about Brazil 2018 Elections

Commercial proposal

August 2018

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LCA, MCM and Rosenberg are among the largest

political and economic consultancies in Brazil

Over 250 clients:

Leaders in consumer goods and retail

All the top law firms

Major energy, commodities, capital

goods and infrastructure players

All major banks, asset managers and

brokers in Brazil

MACROECONOMICSMARKET

INTELLIGENCE

COMPETITION

ECONOMICS

INVESTMENT &

CORPORATE

FINANCE

4 integrated practices

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International reach

We export to countries in Europe,

the Americas and Asia.

Agência Estado Award:

since 2011

LCA won two consecutive annual

awards from Agência Estado for

excellence in economic forecasting

(Ranking AE Projeções)

The awards recognize the top ten

institutions for the most accurate

macroeconomic forecasts

Ranking AE Projeções, published

quarterly, covers forecasts by

consultancies, banks, asset

managers, brokerage houses, and

education and research institutions

Constant presence in Central Bank Top 5 Awards

Each month the Central Bank of Brazil awards the Top 5

forecasters of inflation, forex and interest rates

The ranking covers forecasts by 100 banks, brokerage houses,

consultancies and other institutions

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Forecasting Awards

Source: Focus (BCB)

LCA MCM Rosenberg

since 2010 81 90 70

2017 8 10 20

2018 2 3 3

Top 5 ranking in the short and medium term

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MCM is the leader in macroeconomics and political

analysis for the financial industry

Active since 1990

More than

100clients

LEADING CONSULTANTSfor the financial markets in Brazil

MCM is one of Latin

America’s front-ranking

consulting firms in economics

and politics.

Highly qualified team, all with

master´s degress and PhDs

High rate of contract renewal:

90% of clients renew

contracts.

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LCA Client base – sample

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MCM Client base – sample

Experts

Scope and timeline

Investments

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In-house experts at LCA, MCM, Rosenberg

Ricardo Luiz Mendes Ribeiro

PhD candidate in political science at the

University of São Paulo (USP). Master’s

degrees in political science from USP and in

economics and finance from Fundação Getúlio

Vargas (FGV) in São Paulo. Graduated in public

administration from FGV/SP, where he taught

economics. Former advisor to the Ministry of

Administration & State Reform, and Visiting

Scholar at the University of California’s Center

for Latin American Studies. At MCM he is

responsible for political analysis.

Bráulio Borges

Senior Economist at LCA’s Macroeconomics area

since 2004, and associate researcher at

IBRE/FGV since 2015. Master of Economics,

IPE/USP and graduate degree in Economics,

FEA/USP. Won the National Treasury Award for his

master’s dissertation in Public Finance. Formerly

with the economics department at Telefónica and

Post-Graduate Macroeconomics professor at

GVLaw.

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Thaís Zara

Chief Economist at Rosenberg Associados since

2005. Bachelor in Economics (2002) and Master in

Economic Theory (2006) from USP. Winner of the

7th CORECON-SP Award for Excellence in

Economics, Academic Excellence Award and

ADIFEA / ECONOMIA 2002 Award.

In-house experts at LCA, MCM, Rosenberg

Mauro Schneider

Post-graduate degree in Economics,

FGV/EESP, and graduate degree in

Engineering, Escola Politécnica, USP. Has close

to twenty-five years’ experience in

macroeconomics analysis focusing on the

identification of investment opportunities and risk

management at financial institutions, and almost

ten years’ experience in operational control and

strategic planning at companies in various

industries. Before joining MCM, he was with

CGD Securities, Sabesp, the Safra Group and

ING Bank.

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Invited experts

Fernando Limongi

Titular Professor of the DCP-USP, holds a

degree in Social Sciences from the University of

São Paulo (1982), master's degree in Political

Science from the State University of Campinas

(1988) and Ph.D. in Political Science - University

of Chicago (1993). He is a senior researcher of

the Brazilian Center of Analysis and Planning

and vice-coordinator of the Nucleus of Studies

Comparative and Intentional Uses (NECI / USP).

Has experience in the area of Political Science,

with emphasis on Specific Governmental

Institutions, focusing mainly on democracy,

legislative, political regimes, development and

executive. He joined the teaching profession at

DCP in 1986. Research Productivity Scholarship

at CNPq - Level 1B.

Jairo Pimentel

Jairo Pimentel Jr. holds a degree in Social

Sciences (2004), a master's degree (2007) and

PhD in Political Science from the University of

São Paulo (2015). It was recognized from the

University of Oxford and has experience in

Political Science with

emphasis on Electoral Behavior, working mainly

in the area of electoral research,experimental

methods, political parties, political psychology,

and campaign strategies elections. He is

currently a FGV researcher, with postdoctoral

research.

The calls will be organized by LCA, MCM and Rosenberg, under the leadership of political

scientist Ricardo Ribeiro with the participation of renowned experts.

The calls will always take place at 12:30 p.m. (Brasília time, GMT-3), will last

approximately one hour each, according to the schedule below.

You will receive supporting materials and an access link the day before each call.

Scope and timeline

Dates Themes

9/4 Uncertainties of the elections

9/13 Electoral polls

9/20 Candidates and economic proposals

9/27 Review of the first round campaigns

10/4 Who should go to the second round?

10/9 Balance of the first round and perspectives for the second round

10/25 Who should win the election?

10/30 Wrap-up: economic and political scenario for the president-elect

Investments

Option 1 - 8 calls, $ 2,399

Option 2 - 4 calls, $ 1,599

Conditions

Deadline for invoicing up to 5 days after approval. Payment due 20 days after approval.

All amounts due are net of any taxes and withholdings and shall be grossed-up by the

amount of any tax or withholdings imposed or levied in the contractor’s country.