Português

13th Congresso Value Investing Brasil

MARCH 31, 2020

Meliá Jardim Europa
Rua João Cachoeira 107 – Itaim Bibi
São Paulo – SP

EVENT SCHEDULE (soon)

Eventbrite - 13º Congresso Value Investing Brasil


Speakers:

Adriano Almeida — Victori Capital (Stamford, Connecticut)
Lecture: [Theme Soon]
Portfolio Manager and a founding partner of Victori Capital. His professional investing career spans nearly two decades and includes senior roles at the Dreyfus Corporation, Dalton Greiner Hartman Maher, Louis Dreyfus Highbridge, and Cramer Rosenthal McGlynn. Adriano Almeida received a B.S. and M.S. in Aerospace Engineering from Embry Riddle Aeronautical University, and an MBA from Columbia University.


Alexandre Marques Cruz — Jive Asset Management (São Paulo)
Lecture: [Theme: Distressed-Asset Investing in Brazil]
Founding partner with Jive, a fully-integrated platform combining cutting-edge technology and talented people, dedicated to investing and managing distressed assets in Brazil, with AUM of approximately $1 billion and more than 100 skilled professionals. Alexandre Cruz founded Jive in 2010, when he started acquiring non-performing credits ("NPLs"), with the first relevant transaction being the acquisition of a NPL portfolio from Lehman Brothers in Brazil. Formerly, he worked at Ernst & Young, focusing on Corporate Finance, and at Santander Bank. He holds an Economics degree from Universidade de São Paulo, a Law degree from Pontifícia Universidade Católica de São Paulo, and an MBA from Fundação Getúlio Vargas em São Paulo.


Breno Guerbatin — Studio Investimentos (Rio de Janeiro)
Lecture: [Theme Soon]
Member of Studio Investimentos’ Investment Committee and co-portfolio manager of Studio FIC FIA, which returned approximately 302% from its inception (in the second half of 2009) until the end 2019, contrasting with a gain for the Ibovespa Index of approximately 70% 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.


Christian Bojlesen — Clube de Investimentos Bojlesen (São Paulo)
Panel: “Investment Picks” (Moderator)
Analyst and portfolio manager with Clube de Investimentos Bojlesen — focusing on fundamental analysis, value investing and small caps — which he founded in 2008. Christian Bojlesen graduated in Business Administration with emphasis in Finance from Colorado State University and holds the CGA (ANBIMA) and CNPI (Apimec) certifications.


Giuliano Silvio Dedini — 4UM Investimentos (Curitiba)
Panel: “Investment Picks”
[Profile Soon]


Luiz Chrysostomo de Oliveira Filho — NEO Investimentos (Rio de Janeiro)
Opening Lecture: “Brazil’s Phases of ‘Desestatização’ — 30 Years of History” ¹
Luiz Chrysostomo de Oliveira Filho is a Senior Partner of Neo Investimentos, a Managing Partner of Instituto de Estudos de Política Econômica – Casa das Garças, and a Director of ANBIMA. He is a Member of the Núcleo de Estudos Avançados de Regulação do Sistema Financeiro Nacional (NEASF) of the Fundação Getulio Vargas, Board Nominee Director of the International Finance Corporation (IFC), and a Member of Boards of Directors of several companies. He has been the general manager of the Investment Banks of JPMorgan and Chase Manhattan, in which he was a member of the Executive Committee for Brazil and Latin America, a partner with Banco Patrimônio de Investimentos, and has headed the Gabinete de Desestatização (privatization department) of Brazil’s National Social Development Bank (BNDES) in the early 1990s. He has presided ANBIMA’s Ethics Committee as well as ANBIMA’s Committee for the self-regulation of the Fundos de Investimento em Participações (Brazilian regulated private-equity funds), and has been a Director of ANBID. Luiz Chrysostomo de Oliveira Filho graduated in Economics from the Pontifícia Universidade Católica do Rio de Janeiro, received his master’s in Economics from the same university, and holds a specialization degree in Business Administration from Wharton School. He has been a professor at the Economics Departments of Pontifícia Universidade Católica do Rio de Janeiro and of Universidade Federal Fluminense (UFF). He is author, co-author, and co-organizer of various articles and books about Capital Markets, Corporate Finance, and Macroeconomics.


Pedro Franco Sales — Verde Asset Management (Sao Paulo)
Panel: “Investment Picks”
Pedro Franco Sales is manager of the Brazilian Equities strategy —  and responsible for its analysis team — at Verde Asset Management. He joined Hedging-Griffo (currently Verde Asset Management) in 2005, where he became a partner in 2006 and an equity portfolio manager in 2009. He started his career in 1999, at JGP, as an equity analyst responsible for covering technology companies in global markets. Pedro Franco Sales graduated in Engineering from PUC-RJ.

¹ “Desestatização” is the privatization process that detaches from the Brazilian State sectors and industries historically state-controlled (e.g., aeronautics, steel, energy, telecommunications, banking).

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