Português

Forum Value São Paulo 2018

NOVEMBER 6, 2018

EVENT SCHEDULE (click here)


Speakers:

Adriano Almeida — Victori Capital (Stamford, Connecticut)
Lecture: “Value in Quality”
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.


Bernardo Carvalho Ribeiro Dantas — Módulo Capital (Rio de Janeiro)
Panel: “Investment Picks”
Partner with Módulo Capital. Formerly, he was a founding partner with Edge Investimentos — co-responsible for fund management and investor relations — and worked for more than seven years in the mergers and acquisitions departments with Broadspan Capital and Banco Fleming Graphus. Bernardo Dantas graduated in Business Administration from IBMEC-RJ and received a postgraduate degree Corporate Finance and Portfolio Management from University of California - Berkeley.


Cesar Augusto Lopes Paiva — Real Investor Gestão de Recursos (Londrina)
Panel: “Investment Picks”
Founding partner with Real Investor Gestão de Recursos, the first independent investment management firm in the countryside of the State of Paraná, founded in 2008 and managing more than R$ 400 million today. Portfolio Manager of Real Investor FIA, a brazilian-equities fund with one of the best track records in the industry (having increased in value more than 700% in approximately nine years). Cesar Paiva has more than 15 years of experience working in financial and capital markets, always following the value investing philosophy. He graduated in Business Administration from PUC-PR and holds MBAs in Finance, Controlling, and Audit as well as in Corporate Management, both from Fundação Getulio Vargas. He also holds ANBIMA’s CGA Certification.


Luiz Chrysostomo de Oliveira Filho — NEO Investimentos (Rio de Janeiro)
Opening Lecture: “Growth and Productivity: Challenges and Opportunities”
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.


Luiz Fernando Alves — Versa Gestora de Recursos (São Paulo)
Panel: “Investment Picks”
Founder and CIO of Versa Gestão de Recursos, Luiz Fernando Alves has 14 years of professional experience, predominantly as portfolio manager of broad-mandate funds [“fundos multimercados”] at Itaú Asset Management. In 2013, he joined GTI Administração de Recursos, where he launched the Versa Long-biased fund, which later on spun-off as a separate investment management operation. Luiz Fernando Alves graduated in Production Engineering from PUC-RJ and holds a Masters Degree in Economics and Finance from Fundação Getulio Vargas-SP.


Luiz Paulo Aranha — Moat Capital (São Paulo)
Lecture: “Active Management Over Market Cycles”
Managing partner e gestor na Moat Capital. Anteriormente, foi gestor dos fundos NP Fundamento, na LLA (onde trabalhou de 2009 a 2013), e Capitânia Equities, na Capitânia (onde trabalhou de 2006 a 2009). É membro honorário do IFL – Insituto de Formação de Líderes. Luiz Paulo Aranha é formado em Engenharia Naval pela Escola Politécnica da USP e possui a certificação CFA — Chartered Financial Analyst.


Marcello Delgado da Silva Paixão — Constância Investimentos (São Paulo)
Palestra: “Analysis of Aggregate Value Metrics Using Risk Factors”
[Profile ill be translated soon:] Diretor de alocação e estratégias e gestor na Constância Investimentos desde 2014. Foi sócio-gestor na Principia Capital Management (de 2004 a 2014) e CIO na Maxblue by Deutsche Bank (de 2001 a 2004). Trabalhou em estruturação e trading na Merrill Lynch (Nova York) e no Banco Santander (Nova York e Madrid). Marcello Paixão é formado em Engenharia de Produção pela UFRJ e possuí mestrado em Matemática Aplicada pela USP e MBA pela Columbia University.


Nathan Shor — Galloway (São Paulo)
Lecture: “Investment Picks in Emerging Markets”
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).


Paulo Belliboni — VELT Partners (São Paulo)
Lecture: “Investment Pick: Hapvida”
Partner with VELT Partners — formerly, M Square Brasil — since January 2012 and member of its Brazilian equities investment team since July 2010. Paulo Belliboni graduated in Economics from Insper.


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