Português

Forum Value Investing Brasil 2010

(NOVEMBER 24, 2010)



Speakers:

Andre Caldas — Credit Suisse Asset Management (São Paulo)
“Investment picks” (panel)
Portfolio manager with Credit Suisse Asset Management Brasil, responsible for the equity and long & short funds. Before joining Credit Suisse, in 2008, he worked 4 years at Banco Garantia/Banco Credit Suisse First Boston as risk manager/product controller for the bank’s proprietary desk. He also worked at Ambev as fixed-income manager (responsible for managing R$ 2 billion) and as the manager of the company’s pension fund (R$ 500 million). After that, he worked as fixed-income manager at the treasury of Banco Itaú, as hedge fund manager at Bassini Playfair Wright in New York, and as portfolio manager responsible for Brazil at Copernico Capital Partners, with focus on equities, private equity, and structured products. Andre Caldas graduated in Computer Science at UFRGS and has an MBA from MIT Sloan School of Management. He is a CFA (Chartered Financial Analyst) and a FRM (Financial Risk Manager).

Claudio Skilnik — Rational Asset Management (São Paulo)
“The importance of portfolio allocation in value investing”
Claudio Skilnik is founding partner with Rational Asset Management Co., an investment management company specialized in analyzing and valuing businesses negotiated in American equity markets. Before focusing his career in value investing, he worked with private equity at ABN AMRO Capital and with project finance at ABN AMRO Bank, where he was co-responsible for structuring, for Petrobras, the expansion of the Marlim oil field (Bacia de Campos, Rio de Janeiro). Before entering ABN AMRO, he worked in the infrastructure team of Banco Pactual. Claudio Skilnik has an MBA from Columbia Business School (New York) and a Production Engineering degree from Escola Politécnica da Universidade de São Paulo.


Eduardo Silveira Mufarej — Tarpon Investimentos (São Paulo)
“Investment picks” (panel)
Joined Tarpon in 2004 as portfolio manager and became managing partner in the same year. Responsible for coordinating the business development team and a member of Tarpon’s Board and Investment Committee. Has more than 12 years of experience with financial markets. Formerly, was investment banking vice president with HSBC, investment banking associate with Banco CCF, and investment analyst with the Capital Markets Division of Citigroup. Eduardo Mufarej graduated in Business Administration from Pontifícia Universidade Católica de São Paulo and serves on the Board of Arezzo and Coteminas.


Flavio Sznajder — Bogari Capital (Rio de Janeiro)
“Investment picks” (panel)
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 July 2010 gains of 768% — which contrast with the 69% return of the Ibovespa during the same period. Formerly, he 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 an MSc in Business Administration from Coppead-UFRJ and a B.S. in Engineering from PUC-RJ. He is a member of the Board of Directors of Contax Participações.


Helder Rodrigues da Cunha Soares — Claritas (São Paulo)
“Investment picks” (panel)
Managing partner and head of equity strategy at Claritas. From 1994 to 2001, he worked at Banco Matrix, where he became partner and head of proprietary fixed-income operations. He started his career as an investment analyst at Banco Patrimônio, in 1992. Helder Soares holds a Business Administration degree from FGV-SP and an Economics degree from Universidade de São Paulo.


Luiz Francisco Guerra — PRAGMA Patrimônio (São Paulo)
“Selecting and co-investing with value-focused managers”
As a partner with PRAGMA, Luiz Francisco Guerra is responsible for managing liquid assets, focusing on international and domestic stocks. Formerly, he was an equity portfolio manager with Janos since 2000 and, starting in 2002, also a member of its allocation committee. He worked at VBC Energia (Votorantim, Bradesco e Camargo Corrêa) — participating in Brazil’s electrical sector privatization process — and was a financial officer with Grupo Abril. He is in the Board of Directors of Pini Editora and Grupo Klick. He is a CFA and holds a master’s degree in Business Administration from Fundação Getulio Vargas and a Production Engineering degree from Universidade de São Paulo.

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