| From the mid 1990’s until 2000 the Brazilian | | | | concluded his brief historical summary by |
| equity market was characterized by poor | | | | mentioning that the CVM and the Central Bank of |
| corporate governance, weak enforcement, little | | | | Brazil oversee the Brazilian fund industry. |
| minority investor protection, shallow liquidity and | | | | Mr. Osorio then highlighted some of the more |
| low valuations. This challenging situation provoked | | | | recent developments aimed at providing greater |
| de-listings and forced a migration of companies | | | | investor protection and transparency in Brazil. |
| seeking the greater protection that the NYSE | | | | Some of the more significant actions have |
| could offer. Fast-forward to the period between | | | | included; better enforcement against Insider |
| 2004 and 2007 and the scenario had changed | | | | Trading through a 2005 agreement with the |
| completely, with a record number of IPO’s | | | | Brazilian Public Prosecutors office; a convergence |
| coming to the market raising a total of US$45 | | | | of Brazilian GAAP accounting to IFRS; the |
| billion from foreign and domestic investors. So | | | | introduction of the possibility of on-line voting and |
| how can such a turnaround be explained? | | | | a CVM guideline no.35 on mergers between |
| Alternative Latin Investor was fortunate to | | | | companies with the same controlling shareholder. |
| attend the recent alternative investment summit | | | | Jose Luis Osorio then spoke of how the financial |
| in Sao Paulo, Brazil and Jose Luis Osorio from | | | | crisis was shaping debate for new rules and |
| Jardim Botanico Partners shed some light on how | | | | regulations currently being considered. In |
| investor protection legislation has evolved in the | | | | November of last year, BOVESPA created a |
| recent past. | | | | committee, headed by a former head of CVM, to |
| A significant reform took place in Brazil in 2001, | | | | conduct a review of the Novo Mercado rules |
| when two 1976 corporate laws no. 6404 and | | | | mentioned earlier. The consultation process with |
| 6385 were updated leading to amongst other | | | | market participants involves the following aspects |
| things an improvement in shareholders rights and | | | | that Mr. Osorio highlighted; 1. Poison Pills; 2. Board |
| their enforcement and importantly a granting of | | | | member participation and 3. Corporate |
| independence to the CVM (the Securities and | | | | restructurings – Tag Along Rights. |
| Exchange Commission of Brazil). Jose Luis Osorio | | | | In concluding his presentation Jose Luis Osorio |
| went on to explain that at the same time the | | | | posed the question “how has the |
| BOVESPA (the Sao Paulo Stock Exchange) | | | | BOVESPA’s Novo Mercado performed?” |
| created three new listing levels for issuing | | | | He said that if measured in terms of the number |
| companies, each with increasing better corporate | | | | of new companies that accessed the equity |
| governance requirements. These three levels | | | | market and the volume of money raised that the |
| were voluntary and contained the following | | | | success of the Novo Mercado is unquestionable. |
| elements; Level I, required and improvement in | | | | Osorio also thought that it is indisputable that |
| quarterly reports and the disclosure of an annual | | | | Novo Mercado companies can now boast better |
| calendar of corporate events; Level II, looked for | | | | governance standards than those in the traditional |
| the elements of Level I as well as Tag along | | | | market. Finally and perhaps most importantly the |
| rights (80%) and voting rights granted to | | | | question was asked as to if better corporate |
| preferred shares in transactions between related | | | | governance had led to better performance? |
| parties; The highest and final level was called | | | | Osorio compared the performance of the |
| “Novo Mercado”, which incorporated the | | | | IBOVESPA with the IGC (special governance |
| elements of levels I & II but in addition had | | | | stock index) since 2001, and he illustrated that the |
| Tag along rights (100%) and one share one vote. | | | | IGC has consistently performed better than the |
| Mr. Osorio, a former President of the CVM | | | | Ibovespa. |