Turim at the BofA Global Hedge Fund Conference 2025

Last week, Bank of America held the Global Hedge Fund Conference 2025, its flagship annual gathering with managers and institutional investors from around the world. The event brought together more than 270 institutional investors and 60 hedge funds, with broad participation from the Brazilian investment community.

Turim was represented by João Mello, CFA, Portfolio Manager at Turim, who attended panels and meetings with leading global managers such as Citadel, Brevan Howard, Rokos Capital Management, GoldenTree Asset Management, and Kapitalo Investimentos, among others.

Discussions covered key topics for international markets, including the role of Artificial Intelligence in capital allocation, the relationship between inflation and monetary policy, and the growing focus on multi-PM platforms as a management model. Another highlight was the debate on complexity as a new source of alpha in credit markets, as well as opportunities in emerging and European markets, driven by dispersion and efficiency gains.

Turim’s participation reinforces its commitment to closely monitoring global investment trends, strengthening its international network, and upholding its role as an independent wealth manager of excellence.

Which of these trends do you believe will have the greatest impact on markets in the coming years?