Forum Value Investing Brasil 2011
NOVEMBER 23, 2011 — SÃO PAULO
Speakers:
Alexandre Silverio — Quest Investimentos (São Paulo)
Panel: “Investment Picks”
(Profile soon)
Cassiano Leme — Constância Investimentos (São Paulo)
Panel: “Investment Picks”
(Profile soon)
Gabriel Reginatto — Investidor Profissional (Rio de Janeiro)
Panel: “Investment Picks”
(Profile soon)
Leonardo Messer — Oceana Investimentos (Rio de Janeiro)
Lecture: (theme to be defined)
(Profile soon)
Mauricio Levi — FAMA Investimentos (São Paulo)
Lecture: (macroeconomics and insights)
Founding partner with FAMA Investimentos, an independent investment management firm founded in 1993 that focuses on small-cap stocks and private equity and currently manages about R$ 1.4 billion, predominantly from universities, pension funds, and insurance companies. FAMA’s most traditional fund — Futurewatch — has a return of 34% per year compounded for more than 16 years. Mr. Levi is responsible for fund management and macroeconomics and politics analysis. A member of the Board of Directors of Portobello S/A and Rodobens Negócios Imobiliários, he graduated in Business Administration with an emphasis in Finance from Fundação Getulio Vargas.
Renato Feder — Multilaser (São Paulo)
Lecture: “The Multilaser Trajectory: Strategy, Growth, and Profitability”
Renato Feder is co-CEO and one of the founding capitalist partners of Multilaser, a leading Brazilian distributor of electronic products (currently with more than 1,200 items in its catalog) such as tablets, mobile phones, GPS, pen drives, and computer accessories. Also a manufacturer of some of its main products, and with more than 1,300 employees, Multilaser reached R$ 350 million in sales in 2010 and is on its way to reaching R$ 550 million in sales in 2011 — having been growing at about 30% per year for the last 8 years. Mr. Feder graduated in Business Administration from Fundação Getulio Vargas and has a Master’s Degree in Economics from USP. He has been a professor in the postgraduate Business Administration program at Universidade Presbiteriana Mackenzie (São Paulo) and co-authored, along with his partner, the book “Carregando o Elefante” — on Brazilian economics and politics.
Wagner Faccini Salaverry — Geração Futuro (Porto Alegre)
Panel: “Investment Picks”
Having graduated in Business Administration from UFRGS, Mr. Salaverry is an investment analyst, managing partner with Geração Futuro, and member of the Investment Committee responsible for managing the firm’s assets (AUM of R$ 6.1 billion in February 2011).
