Português

Congresso Value Investing Brasil 2018

(MAY 15, 2018)

EVENT SCHEDULE (soon)



Speakers:

Breno Guerbatin — Studio Investimentos (Rio de Janeiro)
Lecture: [Title Soon]
Member of Studio Investimentos’ Investment Committee and co-portfolio manager of Studio FIC FIA, which returned 175.7% since its inception, at the end of 2009 (until the end of February 2018), contrasting with a loss for the Ibovespa Index of 25.7% during the same period. In 2009, Breno Guerbatin was a manager with TV Globo. From 2008 to 2009, he was an equity analyst and a member of the Managing Committee of BNY Mellon ARX. From 2005 to 2008, he was a partner and the Investment Officer of Brazil Energy, a private-equity boutique focused on energy and infrastructure. From 2002 to 2005, he was an investment analyst and a fund manager at Opportunity Asset Management. Breno Guerbatin graduated in Production Engineering from UFRJ and has a postgraduate Degree in Corporate Law from FGV-RJ.


Felipe Nobre — Verde Asset Management (São Paulo)
Panel: “Investment Picks”
Member of Verde Asset Management’s investment team since 2013, Felipe Nobre is a public-equities analyst responsible for the Financial Services, Insurance, Healthcare, and Aviation sectors. Formerly, he worked in the investment banking division of Goldman Sachs and, for six years, in strategic consulting at McKinsey. Felipe Nobre graduated in Electronic Engineering from Instituto Tecnológico de Aeronáutica - ITA and holds an MBA from Harvard Business School.


Flavio Sznajder — Bogari Capital (Rio de Janeiro)
Lecture: [Title Soon]
Founding partner with Bogari Capital and manager of Bogari Value FIA, an equity fund that obtained from November 2006 (still as a Brazilian investment club) until the end of March, 2018 gains of approximately 2,283% (or 32.0% per year) — which contrast with the gain of, approximately, 118% of the Ibovespa index (or 7.1% per year) during the same period. Formerly, Flavio Sznajder was member of the Finance Committee with Telemar Participações, Investment Officer with Andrade Gutierrez Telecomunicações, member of the Investment Committee with infrastructure fund AG-Angra, member of the Board of Directors with TG Agro ethanol plant, member of the Board of Directors with Pegasus Telecom and senior associate with Booz-Allen & Hamilton and Gradus Management Consultant. He received a a B.S. in Engineering from PUC-RJ and an MSc in Business Administration from Coppead-UFRJ.


Henrique Meirelles — Brazil’s Minister of Finance between 2016 and 2018 (Brasília)
Opening Lecture: [“Macro Brasil: Election Phase Perspectives”]
[Profile Soon]


Julio de Morais Erse — Constância Investimentos (São Paulo)
Lecture: [“Derivatives Investing in Brazil”]
Partner with Constância Investimentos, Julio Erse has more than 20 years of experience in derivatives strategies, including hedging, arbitrage and volatility carry investment programs. He founded NP Investimentos — which recently merged with Constância Investimentos — where he managed the long & short and volatility strategies. Julio Erse is also the founder of Nitor Investimentos — which was acquired by Banco BANIF — and was a member of the management team responsible for R$ 1 billion in investment funds and hedge funds at BANIF NITOR. Formerly, he was responsible for proprietary trading of derivatives at UBS in Brazil and head of equity derivatives trading for Deutsche Bank in Brazil. Julio Erse holds a B.A. in Business Administration from PUC-SP.


Mark Lewand — Weiss Asset Management (Boston)
Lecture: [Title Soon]
Mark is Head of Investor Relations at Weiss Asset Management LP (WAM). WAM manages multiple investment vehicles, including private hedge funds that employ economic arbitrage strategies. Founded by Dr. Andrew Weiss, an academic economist, WAM is based in Boston, has 55 employees and assets under management of approximately $1.9 billion. Mark is responsible for managing the firm’s relationships with clients and the investment community at large. Prior to WAM, Mark held similar roles at 400 Capital Management in New York, and Cambridge Place Investment Management (CPIM), in both London and Boston. Previous to joining CPIM in 2003 Mark worked for The Prince’s Trust, a micro-finance charity in the UK. Mark is a US and UK National and a graduate of the University of Kent.


Nathan Shor — Galloway (São Paulo)
Lecture: [Title Soon]
Nathan Shor is co-founder and portfolio manager of Galloway, a fund that invests in emerging-market, high-yield debt. Formerly, he was engaged in structuring the emerging-market, fixed-income desk of Convenção (a Brazilian broker-dealer). From 2000 to 2003, he worked as an entrepreneur in Internet-related projects. He started his professional career at the Nash fund in 1998 (at which he worked until 2000), being responsible for the emerging markets and fixed-income division. Nathan Shor holds a BSBA from the University of Boston and a Masters in Finance from IESA (Instituto de Estudios Superiores, Caracas, Venezuela).


Vinícius Gierkens Ferreira — Opportunity (Rio de Janeiro)
Panel: “Investment Picks”
Vinícius Ferreira is part of public-equities management team at Opportunity, which he joined in 2015. Formerly, he was an equity analyst at Guepardo Investimentos. He has also worked as an equity analyst and, later on, as a portfolio manager of an equity fund, at Personale Investimentos. Vinícius Ferreira graduated in Production Engineering from PUC/RJ and holds an MBA from Columbia Business School.


The Congresso Value Investing Brasil 2018 will have a real-time Portuguese-to-English translator. To be notified of other future Value Investing Brasil events that will have Portuguese-to-English translation, please send us your information through the form below (if you can understand lectures in Portuguese, please fill in equivalent forms in Portuguese pages of this website):

  
 
Name:
E-mail:
(Optional) Alternative e-mail:
(Optional) Country you are in:
(Optional) City you are in:
(Optional) Phone number:



Contact Us | © Value Investing Brasil C. T. Ltda.

Todo o material e conteúdo divulgados neste website e nos eventos realizados pela Value Investing Brasil C. T. Ltda. têm natureza meramente informativa (com objetivo de educar a comunidade brasileira de investidores com foco em valor), não deve ser considerado oferta de venda de qualquer valor mobiliário, fundo de investimento, título e/ou ativo (não constituindo o documento previsto na Instrução CVM 409 e alterações seguintes nem o prospecto previsto no Código ANBIMA de Regulação e Melhores Práticas para os fundos de investimento) e não caracteriza qualquer atividade de consultoria de valores mobiliários por parte da Value Investing Brasil C. T. Ltda., de seus executivos e/ou de outros profissionais que tenham seu trabalho reproduzido ou que sejam citados. A Value Investing Brasil C. T. Ltda. não se responsabiliza por informações incorretas que sejam reproduzidas. Decisões de investimento tomadas com base nas informações contidas no material e conteúdo aqui descritos são de responsabilidade exclusiva do investidor. A Value Investing Brasil C. T. Ltda. não comercializa nem distribui quotas de fundos de investimento ou qualquer outro ativo financeiro. Ações e fundos (e outros valores mobiliários como derivativos etc. e outros ativos como commodities etc.) são investimentos de altíssimo risco, podem resultar em significativas perdas patrimoniais para seus investidores e seu desempenho passado não garante resultados futuros.