Alexandre is the partner responsible for Equity Research and co-Portfolio Management of Equity funds since 2011. Alexandre is in the equity investment industry since 2001 when he started his career at Bank Boston Asset Management. He was a member of the team selected as the best Equity Portfolio Management in 2002, 2003 and 2004 by Exame magazine. In 2005 he joined Unibanco as a Telecom stock analyst, where he was awarded as the runner-up team by the Institutional Investor All-Brazil Research Team. In 2006 he became a partner at a Single Family Office - RXZ Investimentos where he structured the Equity team as Head of Research, acting as Co-Portfolio Manager of Equities. Mr. Sabanai earned a B.A. degree in Business Administration from FGV (EAESP).
Daniel joined Perfin Infra management team in April 2020. He began his career in the Credit area of Unibanco in 2001. From 2002 to 2008, he was part of KPMG's Structured Finance team, working on structuring infrastructure projects in the transportation and sanitation sectors. He has also worked in M&A processes and evaluation of companies from different sectors. During this period, he was part of KPMG corporate finance's UK health and education team for one year. In 2008, he joined Rio Bravo where he remained for 11 years advising on auctions and structuring of financing of infrastructure projects, mainly in the sectors of energy (transmission and generation), transport, water supply and sanitation. Mr. Shinohara holds a degree in Business Administration from the University of São Paulo and a strictu sensu master's degree in Business Administration from the University of São Paulo.
Davi is equity analyst at Perfin Asset Management responsible for analyzing the health care, homebuilder and airlines sectors since March 2020. David worked for 2 years in the buy side at Santander Asset Management analyzing the same sectors above. Previously, David was president of ITA JR and performed summer jobs at Ambev and Itaú. Mr. Malveira holds a degree in Civil-Aeronautical engineering from the Aeronautical Technological Institute (ITA).
Felipe is an investment analyst as well as overseeing process management at Perfin Infra. He joined Perfin in 2013, covering the Energy, Public Services and Infrastructure sectors within Perfin Equities, with experience working in the sector since 2010. He started his career at Banco Safra in 2007, joined Banco Santander in 2009 and became an integral member of the equity research team at Santander in 2010. Mr. Ferreira, graduated in Business Administration from FGV (EAESP) and is a CFA Charterholder.
Marcelo Inoue is the equity analyst responsible for Consumer and Food&Beverage sectors since 2019. Before Perfin Asset, Mr Inoue worked in Citi for more than 8 years, beginning as sell side associate for Food&Beverage and Agrobusiness sectors and recently he was Vice President and team leader for Capital Goods Sector. He started his career in BNP Paribas in Paris and São Paulo in export finance team. Mr. Inoue holds both a B.A. degree in Engineering from Escola Politécnica of Universidade de São Paulo and École des Ponts em Paris, where he had a scholarship in Eiffel Excellence Program. Mr. Inoue is CFA charterholder since 2015.
Marcelo is equity analyst responsible for Utilities, Logistics, Infrastructure and Telecom sectors. Marcelo begun his career in 2010, at RXZ Investimentos, covering Financials, Telecom and Consumer sectors, focusing on both assets in Brazil and abroad. He joined One Partners in 2018 as founding partner and was responsible for Telecom, Insurance, Consumer and Energy coverage. Mr. Sandri graduated in Electronic Engineering from Poli / USP, with specialization in finance from Politecnico di Milano, Italy and has been a CFA charterholder since 2015.
Paulo Ghedini is the partner and equity analyst responsible for Financial Services, Properties and Tech sectors since 2015. Mr Ghedini has been in the financial industry since 2001 when he joined Merrill Lynch on the Latam IB/M&A team. There he held positions in Equity Sales and Proprietary Trading until 2006 when he accepted the role of VP for the Latam Equity Sales team at Credit Suisse. In March of 2009, he joined Barclays Capital as a Director responsible for starting up the business in Latam Equities for Europe until starting his MBA. After Wharton, he joined the Equity Research team at M Square (now VELT Partners), where he was responsible for the coverage of several sectors and became an Associate in early 2015. Mr. Ghedini is a board member of Students for Liberty Brazil (the Brazilian arm of America´s Student for Liberty), a non-profit organization that aims to educate, develop leadership skills, and empowers pro-liberty college students to help make the world a freer place. He is also a board member of Mises Institute Brazil (inspired by Mises Institute in the US), a non-profit think-tank focused on the production and dissemination of economic studies and social sciences compatible with the principles of free-markets, individual freedom, honest history and international peace. Mr. Ghedini earned a B.A. degree in Business Administration from FGV EAESP and graduated with honors from University of Pennsylvania’s Wharton MBA (Major in Accounting and concentration in Competitive Strategy). He is also a CFA charter holder since 2006.
Ralph Rosenberg is the CIO and a Founding Partner at Perfin Asset. Mr. Rosenberg has been involved in all phases of Perfin’s development. He was in the front row of the great initiatives the company has designed since the first equity funds to its recent businesses dedicated to infrastructure investing. Mr. Rosenberg has always worked in the financial industry beginning his career at Banco Santander in 2001. Before founding Perfin he has worked at Banco Safra and other asset management companies. Since 2006 he has been a portfolio manager and responsible for equity portfolios at Perfin. Mr. Rosenberg has a history of supporting several social projects, mainly child cancer institutions. Mr. Rosenberg holds a B.A. degree in Business from FAAP.
Rodrigo is part of Perfin Infra Management team, having joined the team in 2019. He started his experience in the infrastructure sector in 2010 in Investor Relations and later as Project Finance analyst at Alupar. In 2013 he went to the Financial Planning area at Rio Bravo Investimentos and in 2019 at Guide Investimentos. Withal, since 2013 he has provided financial modeling consultancy for his own company VPL Cap. Mr. Sarti graduated from Mackenzie and has a postgraduate degree in Financial Engineering from FIA.
Jardel joined Perfin in 2020, being responsible for infra funds operations. He started his career in 2013 as an Audit Assistant in the KPMG High Season program. In 2014, he joined CVM as an intern in the Structured Funds Management, acting in the regulation of several Investment Funds, FIP, FII, FIDC and FUNCINE. In 2015 he joint MMAS Consultoria, working with accounting and controllership for companies from different market sectors. During this period he led the process of financial and accounting implementation for a Private Equity group. In 2018 he was part of the ABVCAP team, working straight on self-regulation for FIP market and controlling the entire FIPDATA database. Jardel has a degree in accounting from the UFRJ, and de is also studying Public Administration at UFF.
He joined Perfin in May 2019 as a Data Science analyst. He is focus on process automation, systems development, internal controls and preparation of analytical reports, involving several areas of the company. Advanced command of the R language, use of Windows / Linux operating systems, cloud computing and relational databases. Graduated in Forest Engineering from the Federal University of Lavras (UFLA), Master in Forest Sciences, with an emphasis on Forest Management by UFLA, involving forest modeling, with regard to carbon sequestration and storage
Ayla Candido is responsible for Perfin's controllership area, with a solid career developed in agribusiness, biofuel industry, Trading, Logistics, Port Terminal and construction, acting as manager of the areas of controllership, accounting, cost, tax, billing and treasury. She was controller at Agribrasil, Lemarc Agromond, Nova Agri (Toyota Tsusho Corporation) and Agrovia, and managed the accounting and reporting for CVM in Terra Santa Agro S/A (Vanguarda Agro S/A and Brasil Ecodiesel). Post-graduate in controllership from UNIFOR Universidade de Fortaleza and MBM in IFRS / CPSs - International Accounting from FIPECAFI (Support Body for the Accounting and Actuarial Department at FEA / USP).
Cristiano is responsible for middle-office of Perfin Asset since 2018. He started his career in 2001 developing a large experience for middle office in multi family office and investment brokers. Mr. Santana holds a Bachelor of economics and accounting from FECAP.
Traldi began her career at Banco Unibanco in the Administrative Control of Operations desk. In the Votorantim Group, she worked in Administrative Management with the Corporate Executives. In the Legal area, she worked at the Pinheiro and Traldi Advogados Associados law office, contributing to legal and administrative routines. Ms. Traldi received a Bachelor of Law from Faculdade de Direito de Osasco.
José Vicente is responsible for the financial team, supervising the companies and invested companies. With 40 years of professional experience in the implementation of operational and financial structures in startups, M&A processes, privatization, in processes IPO, went through large national and foreign business groups. In the last 17 years, he has worked in the energy sector in public and private groups, such as: EDP-Brasil, ISA CTEEP, Alupar, CEB and Multiner, implementing greenfield and brownfield projects and debt restructuring. He holds a degree in Economic Sciences from PUC-SP and also a postgraduate degree in Financial Administration, an MBA in Controllership and a Master's degree in Financial and Accounting Sciences, and Counselor (double certification in Administration and Tax) certified by IBG.
Roberto Pitondo is responsible for the Portfolio Operations since March of 2015. He has over 20 years of experience in the Financial Sector, starting his career in 1995 at Itaú BBA. Later on, he moved to Itaú-Unibanco having worked in various areas in the bank such as Financial and Controllership areas, Fixed Income Risk Management, Commercial Spreads, Investment Banking, Pricing and Accounts Payables and Receivables. Mr. Pitondo holds a Bachelor of Accounting from FMU and a MBA in Financial Institution Management from FGV (EAESP).
Carolina Rocha is the partner responsible for Business Development at Perfin Asset since October 2017. Ms. Rocha has been in the Asset Management Industry since 2002 beginning her career as a Macro Research Analyst at Direcional Asset Management and later helping start up the Equity Research business. In August 2007 she joined Quest Investimentos as a Managing Partner on the Equities Business as an Equity Research Analyst covering various sectors mainly focused in domestic environment. After Quest Investimentos, she joined Apex Capital as partner and responsible for sectors such as Retail, Food & Beverage, Education, Health Care and Telecom. Ms. Rocha has helped Projeto Arrastão lecturing about Personal Finance and has sponsored various institutions focusing in sports and education. Ms. Rocha earned her B.A. in Economics from Pontíficia Universidade Catolica in Rio de Janeiro and MBA in finance from IBMEC/RJ
Mr. José Roberto is a Founding Partner and works in the Private Equity division helping the research and origination at Perfin Asset. Before founding Perfin, José Roberto has worked for Merrill Lynch in the investimento banking and McKinsey & Co. He also has experience in different divisions of Votorantim Group. Mr. José Roberto holds a B.A. degree in Business Administration from Insper and he has done several courses from institutions as Harvard, Stanford and Singularity. He is currently a Board Member of Hejoassu S.A. (holding company of Votorantim Group), Board Member of Votorantim Institute, GBM Board Member and Executive Committee-Geração Brasil Melhor.
Larissa joined Perfin Asset Management in October 2020 as an Investors Relations analyst. Larissa started her career at Cultinvest Asset Management in 2014 and right after joined the Compliance team at Banco Modal. After one year she joined the Corporate Banking area (for fiduciary administration) where she remained for three years. In Banco Modal she was responsible for all interface with clients and internal areas involving structured funds. She holds an Economics Degree from Mackenzie Presbyterian University.
Suzana Vescovi serves as Investor Relations at Perfin Asset since June 2017. Ms. Vescovi began her career as intern in the Fund of Funds area at Itaú Asset Management. In 2012, she joined BTG Pactual in Operations (Equities and Funds) and then she was responsible for Due Diligence processes of managers and funds of different strategies and portfolio management at Original Asset Management. Ms. Vescovi holds a Bachelor for Food Engineering from USP and is also a CGA charter holder
Ana Paula is the lawyer responsible for the legal area of Perfin and support for investee companies. Graduated in law at PUC-SP, she started her career at Tozzini Freire Advogados in the telecommunications and health surveillance sector. Shee has over 30 years of experience in public bidding, corporate, contracts, M&A and regulatory, especially in the electricity sector, working on projects in Brazil and abroad for companies such as Alupar Investimento, Andrade Gutierrez, TBE, Zopone, TÜV Rheinland, Mccain, Shiseido. She was a member of the Board of Directors of an energy transmission company, Ms. Lourenço has a postgraduate degree in Energy Law from FGV and Post MBA Advanced Boardroom Program for Women - ABPW.
Nayara serves as support for legal at Perfin. She started her career in Bichara Advogados in civil litigation team, and after legal team at Raizen Energia S.A. Ms. Milani is Bachelor of law from São Bernardo do Campo university.