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What are the expectations for next year? What do our managers see as trends and opportunities for the funds? We brought together Kinea's partners and managers – Ruy Alves, Marco Freire, Carlos Martins, Cristiano Lauretti, Aymar Almeida, Flavio Cagno and Marcio Verri – for an unmissable conversation about Horizontes 2025. 00:00 Teaser: Horizontes 2025 02:29 Introduction and Presentation of the Managers 05:31 Fund Industry in 2024 10:58 Vision on the USA and Impact on Brazil 17:27 Inflation Scenario in 2025 is Terrible 19:24 Paper FIIs Market in 2024 24:02 Infrastructure Market in 2024 and Perspectives 30:10 Brick FIIs in 2024 36:58 How is the Private Equity sector in Brazil? 43:52 Multimarkets and Investments Abroad 49:05 Investment in the Infrastructure Sector 54:01 Kinea's Shelf of Paper FIIs 1:02:51 Brick FIIs in 2025 1:08:28 Opportunities for Private Equity 1:12:48 Where will Kinea go in 2025? 1:16:58 Where do Kinea's Managers invest? 1:28:04 Final Considerations by Marcio Verri, CEO of Kinea Access the Kinea community on WhatsApp and stay up to date: https://kinea.me/3KrOUkb Sign up to receive information about the next episodes of Kafé com Kinea: https://www.kinea.com.br/lp-kafe-com-... Sign up for our newsletter and receive information about Kinea first hand: https://www.kinea.com.br/newsletter/ Access Kinea's networks and stay up to date with the news by clicking here: https://linktr.ee/kineainvestimentos More information about Kinea funds at: https://www.kinea.com.br/