The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Craig Siegenthaler - Bank of America Securities - Analyst
: Good morning, Alex. Hope everyone's doing well.
My question is on the macro side.
The trade conflicts should be a positive for Letam and Brazil, encouraging more FDI. How are your portfolios positioned from higher tariffs from
the US and some of its largest trade partners, including China?
Question: Craig Siegenthaler - Bank of America Securities - Analyst
: No, that was great, Alex. Just for my fault, and we can stick with the trade war topic but move on to the fundraising front. There has been some
news that Chinese institutions will be divesting from US private markets.
Could this open the door for Patria if they divert their private markets allocations from US to Leam and Brazil specifically?
We're just curious how your LP meetings and calls have gone since April 2nd.
Question: Craig Siegenthaler - Bank of America Securities - Analyst
: Thank you, Alex.
Question: Ricardo Buchpiguel - BTG Pactual - Analyst
: Good morning, everyone and thank you for the opportunity of making questions.
Could you please provide an update on the integration of all DNAs completed last year, talking about also what parts of the process have been
easier or more challenging than expected so far.
Thank you very much.
Question: Ricardo Buchpiguel - BTG Pactual - Analyst
: I'm very clear.
Thank you very much.
Question: William Barranjard - Itau BBA - Analyst
: Okay, thank you.
Thank you, everyone.
Thank you, Alex for the presentation. My question here is regarding the pending AUM. You said, you told us during the call.
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MAY 02, 2025 / 1:00PM, PAX.OQ - Q1 2025 Patria Investments Ltd Earnings Call
So could you give us an overview of this 3.5 billion, maybe a breakdown such as what are the strategies they will be allocated and the expected
management fee on them. And also if you could share expectations in terms of timing of these allocations, that would be great.
Question: William Barranjard - Itau BBA - Analyst
: Yes, you did.
Thank you, Alex.
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