André is responsible for trading at Perfin Asset. He began his career in 2003 as intern at Unibanco, for Asset Management and Broker Dealer. In 2008 he joined JP Morgan where he worked as a trader for different types of assets for local and offshore markets. André has extensive experience in operations in Equity market and different operating certifications. He holds a degree in accounting from the University of São Paulo
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. Daniel 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.
David 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. He holds a degree in Civil-Aeronautical engineering from the Aeronautical Technological Institute (ITA).
Felipe Ferreira is a Partner and Portfolio Manager for the Private Equity at Perfin Asset since 2017. Mr. Ferreira has been in the company since March 2013 and prior assuming his role as PM he served as an Equity Research Analyst responsible for the Utilities and Infrastructure sectors. Before joining Perfin, he began his career at Banco Safra in 2007 and moved to Santander in 2009. After completing the trainee program at Santander, Felipe joined Santander Asset Management in 2010, where he worked as an Equity Analyst. Mr. Ferreira holds a B.A. degree in Business Administration from Fundação Getúlio Vargas (EAESP) and he is a CFA charterholder since 2012.
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. Graduated in Electronic Engineering from Poli / USP, with specialization in finance from Politecnico di Milano, Italy. Marcelo 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.
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 and MBA in Finance from Insper.
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. Rodrigo graduated from Mackenzie and has a postgraduate degree in Financial Engineering from FIA.
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.
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).
Catia is the Controller in charge of the invested companies. She has more than 15 years of experience in the financial area in several companies in the industrial, services and technology sectors. Catia acted as CFO in technology start-ups such as Movile, and as Business Controller in chemical industries such as BASF, DOW and Saint-Gobain. She has a bachelor's degree in Accounting and master from FGV in Business Management.
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.
Carolina Rocha is the partner responsible for Investor Relations and 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. From April 2014 to April 2017, she was responsible for Investor Relations and Portfolio Specialist. 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.
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. She 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, has a postgraduate degree in Energy Law from FGV and Post MBA Advanced Boardroom Program for Women - ABPW.