XP Inc. Hosts Inaugural XP Asset Management Global Conference in Miami

Rhea-AI Summary

XP Inc. (NASDAQ: XP) hosted the inaugural XP Asset Management Global Conference in Miami on March 16, 2026, convening global asset managers, market strategists and institutional investors to discuss international market outlooks and cross-border investment opportunities.

Speakers from major firms including BlackRock, PIMCO, Vanguard and JPMorgan Asset Management addressed macro trends, private markets, fixed income, equities, alternatives and the growing role of geopolitics in asset allocation.

Market Reality Check

Price: $19.21 Vol: Volume 5,515,141 is below...

normal vol

$19.21 Last Close

Volume Volume 5,515,141 is below the 20-day average of 6,997,613, suggesting a moderate, not frenzied, reaction. normal

Technical Price at $19.21 is trading above the 200-day MA of $18.40 and about 16.95% below the 52-week high.

Peers on Argus

XP gained 5.55% while close peers showed mixed moves: BMNR +5.03%, IREN +2.07%, ...

XP gained 5.55% while close peers showed mixed moves: BMNR +5.03%, IREN +2.07%, VIRT -4.71%, MKTX +0.27%, PJT -0.27%. The pattern points to a stock-specific move rather than a sector-wide shift.

Historical Context

3 past events · Latest: Feb 12 (Positive)

Pattern 3 events

Date	Event	Sentiment	Move	Catalyst
Feb 12	Earnings update	Positive	+0.5%	Reported 4Q25 growth with higher gross revenue and adjusted net income.
Nov 17	Capital return plan	Positive	+1.9%	Announced dividend, treasury share cancellation, and new share repurchase program.
Nov 17	Earnings update	Positive	+1.9%	3Q25 results with growing client assets, revenue, and loan portfolio.

Pattern Detected

Recent earnings and capital return announcements have triggered modestly positive price reactions, suggesting the stock tends to align positively with constructive fundamental news.

Recent Company History

Over the last several months, XP has highlighted solid growth and active capital returns. 3Q25 results showed client assets of R$1.425 trillion and gross revenue of R$4.942 billion, followed by 4Q25 revenue of R$5.279 billion and 2025 adjusted net income of R$5.218 billion. A November 2025 announcement introduced a US$0.18 dividend, retirement of 10,970,754 shares, and a R$1.0 billion buyback. Those events produced small positive moves, so today’s conference news fits into an ongoing growth and franchise-building narrative.

Market Pulse Summary

This announcement highlights XP’s first global asset management conference in Miami, emphasizing its...

Analysis

This announcement highlights XP’s first global asset management conference in Miami, emphasizing its growing international footprint and connectivity with leading investment firms. The event showcased discussions on macro trends, private markets, and asset allocation, reinforcing XP’s role as a bridge between Brazilian and global investors. In the broader context of recent earnings growth and capital return actions, this conference fits an ongoing strategy of strengthening its global investment ecosystem. Investors may track future conferences, partnership depth, and client asset growth as key follow-ups.

Key Terms

asset allocation, private markets, alternative investments

3 terms

asset allocation financial

"A key theme was the growing role of geopolitics in shaping asset allocation decisions."

Asset allocation is the plan for how an investor divides money among different types of investments — such as stocks, bonds, cash, and real estate — to pursue growth while controlling risk. It matters because the mix determines how much your portfolio can gain or lose in different market conditions; like choosing ingredients for a recipe, the right balance aims to match your financial goals, time horizon, and comfort with ups and downs.

private markets financial

"the evolution of private markets, and opportunities across fixed income, equities"

Private markets are places where investors buy and sell ownership in companies, debt, or assets that are not listed on public stock exchanges — think direct stakes in a start-up, private company, real estate project, or loan. They matter to investors because these deals can offer higher potential returns and diversification but come with less transparency, limited ability to sell quickly, and more uncertainty, like owning a whole house versus trading shares of a real estate fund.

alternative investments financial

"opportunities across fixed income, equities and alternative investments."

Alternative investments are assets outside traditional stocks, bonds and cash, such as real estate, private equity, hedge funds, commodities, collectibles, and venture capital. They matter to investors because they can provide different sources of return and risk, like adding a new flavor to a meal, helping diversify a portfolio, potentially smoothing volatility or boosting long-term returns when conventional markets struggle.

AI-generated analysis. Not financial advice.

MIAMI, March 16, 2026 /PRNewswire/ -- XP Inc. (NASDAQ: XP), a technology-driven financial services platform and provider of financial products and services in Brazil, announced that it hosted the first XP Asset Management Global Conference in Miami today, bringing together global asset managers, market strategists and institutional investors to discuss the outlook for international markets and investment opportunities.

The conference marks the first international edition of XP's flagship asset management event and reflects the firm's expanding global presence. The event convened senior executives from leading investment firms to share perspectives on macroeconomic trends, portfolio construction and opportunities across asset classes.

The event opened with remarks from XP leadership, including Gustavo Pires, Director of Product Allocations at XP Inc., and Marcelo Coscarelli, Head of International Private Wealth Management at XP Inc., who highlighted the firm's strategy to connect Brazilian and global investors with leading investment managers worldwide.

Throughout the day, speakers representing major global investment firms—including BlackRock, PIMCO, JPMorgan Asset Management, Morgan Stanley Investment Management, Wellington Management, Vanguard, AXA Investment Managers, Aegon Asset Management, Blue Owl Capital and Oaktree Capital Management—shared insights on the global macroeconomic outlook, the evolution of private markets, and opportunities across fixed income, equities and alternative investments.

A key theme was the growing role of geopolitics in shaping asset allocation decisions. Speakers noted that geopolitical developments increasingly influence investment strategies alongside economic fundamentals, including how tensions and evolving conflict dynamics in the Middle East may impact energy markets, inflation expectations and broader financial conditions.

The event brought together wealth managers from across the Americas, creating a forum for dialogue between global asset managers and XP's growing international client base.

"The XP Asset Management Global Conference reflects our commitment to building stronger connections between global asset managers and Brazilian investors," said Pires. "As our platform expands internationally, bringing together leading investment thinkers fosters deeper dialogue around the opportunities shaping global markets."

The conference is part of XP's broader effort to strengthen its global investment ecosystem and provide clients with access to leading expertise from around the world.

About XP Inc.
XP Inc. (NASDAQ: XP) is a technology-driven platform and provider of financial products and services in Brazil. Through its open architecture platform, XP offers brokerage, wealth management, asset management, corporate advisory, investment banking and insurance solutions.

Media Contact
Eduardo Barker
(646) 241-7198
eb@qbco.io

View original content:https://www.prnewswire.com/news-releases/xp-inc-hosts-inaugural-xp-asset-management-global-conference-in-miami-302715237.html

SOURCE XP Inc.

FAQ

What was announced at the XP (NASDAQ: XP) Asset Management Global Conference in Miami on March 16, 2026?

XP held its first international asset management conference in Miami on March 16, 2026, bringing global managers together. According to XP, the event gathered senior executives from major asset managers to discuss macro outlooks, portfolio construction and cross-border investment opportunities.

Which major investment firms spoke at XP's March 16, 2026 Miami conference (XP)?

Speakers included BlackRock, PIMCO, Vanguard, JPMorgan Asset Management and others. According to XP, representatives from leading global firms shared perspectives on macroeconomics, private markets and opportunities across asset classes.

How does XP (XP) describe the purpose of its inaugural global conference in Miami?

The conference aims to connect Brazilian and global investors with leading managers and foster dialogue on market opportunities. According to XP, the event supports its strategy to expand internationally and strengthen its global investment ecosystem.

What investment themes were highlighted at XP's Miami event on March 16, 2026 (XP)?

Key themes included geopolitics' growing influence, private market evolution, and cross-asset opportunities in fixed income, equities and alternatives. According to XP, speakers stressed how geopolitical developments can affect energy markets, inflation expectations and asset allocation.

Who from XP leadership spoke at the XP Asset Management Global Conference (XP) in Miami?

XP remarks were delivered by Gustavo Pires and Marcelo Coscarelli representing product allocations and international private wealth management. According to XP, leadership framed the event as part of the firm's expanding international platform and client access strategy.