Ricardo Cavalheiro Carey Chamberlain Dan Katz Richard Marquis

Ricardo Cavalheiro
Ricardo Cavalheiro is head of Brazil capital markets for BlackRock. He is responsible for
conducting the capital markets activities for the country, which includes delivery of local
market insights, domestic product expertise and execution services in Brazil.
Prior to joining BlackRock in 2011, He was responsible for the Equity & Economic research
department for Votorantim Corretora.
He received a bachelor degree in Business Administration from Fundação Getulio Vargas in
1996 and Master in Business Administration from Yale School of Management in 2002.
Carey Chamberlain
Director and Head of Equity Finance Latam
Carey has had 15 over years of experience in the Securties Financing business. Starting his
career in London on the stock loan trading desk, he then moved to Hong Kong in 2005 as
Head of Trading overseeing HSBCs Asian stock loan, financing and collateral trading and
equity swap products. In the summer of 2012 he moved to Sao Paolo to head up the Equity
Finance desk there for Latam.
Dan Katz
Dan Katz, MD, runs Delta One & Equity Finance Sales & Marketing at Bank of America Merrill
Lynch. Dan has been marketing Global Delta One & Financing Products since 1999. Prior to
joining Bank of America Merrill Lynch in 2011, Dan was at Morgan Stanley for 10 years and
ran Delta One Sales at Nomura for 2 years. Dan has an undergraduate degree in Law &
French and a Master of Science in International Business.
Richard Marquis
Richard began his career in securities lending at Royal Bank of Scotland in London. After
rising to supervisor of that department, he then moved to PaineWebber London to head
their Collateral Management department and later developed their international trading
desk in the US. Rich moved to New York and following the PaineWebber/UBS merger
accepted a role on their International Equity Finance team as Executive Director. In 2009,
Richard joined JP Morgan as Executive Director Co-Head of the International Product. Most
recently, Richard has joined BNY Mellon as manager of the NY Equity desk, focusing on
strategic development of the US international platform. Richard holds a degree in Business
Studies from the University of Central Lancashire
Delfos Machado
Delfos Machado is Head of Latam Equity Trading at HSBC Bank. He joined the bank at the
end of 2010. Over the last 15 years, Delfos has worked in Equity Trading across the Emerging
Markets space, having worked as Portfolio Manager at Hedge Funds in New York and
Singapore, as well as serving as Head of Proprietary trading for Equities at Itau BBA, Banco
Santander and Banco Votorantim. Prior to joining HSBC he was the senior partner of
Dunamis Equity Partners, a High Frequency Trading PTG, where he was the first user of CEP
strategies in Brazil, and specialized in high frequency arbitrage and quantitative trading.
Eduardo Moreira
Eduardo Moreira - Senior Partner at Plural Capital: Mr. Moreira has over 13 years experience
in financial markets. He was Managing Director and global head of the Emerging Markets
Repo desk at UBS AG, where he managed assets in excess of $ 20 billion. He was also
Treasurer at UBS Pactual Bank for Latin America. Previously, Mr. Moreira was a partner at
Banco Pactual, which he joined in 1997, where he was also responsible for the Treasury
department. During his tenure at Banco Pactual, he worked as an equities trader, developing
the arbitrage business; as a fixed income trader, further developing the Eurobond market for
Brazilian companies; and in the area of Managed Portfolios.
Eduardo graduated as an Engineer from PUC-Rio and as an Economist from the University of
California, where he was appointed best student in Economics over the previous 15 years.
Eduardo Moreira – Sócio da Plural Capital: Eduardo possui mais de 13 anos de experiência
no mercado financeiro. Foi Managing Director e responsável global pela mesa de operações
de Repo em ativos de Emerging Markets do UBS AG, quando teve sob sua gestão um volume
de ativos que superavam U$ 20 bilhões. Foi também tesoureiro do Banco UBS Pactual para a
regiãode America Latina.
Era sócio no Banco Pactual, onde ingressou em 1997, e foi também responsável pela área de
tesouraria. Trabalhou na área de trading de renda variável, onde desenvolveu o business de
arbitragem; na área de trading de renda fixa, onde participou do desenvolvimento do
mercado de eurobonds de empresas brasileiras; e na área de Carteiras Administradas.
Eduardo formou-se em Engenharia Civil pela PUC-Rio e Economia pela Universidade da
California, onde foi apontado como o melhor aluno do curso de economia dos últimos 15
anos.
Mauricio Oreng
Mauricio Oreng, 36, started his career as a financial-market economist in 2002. He was
formerly economist with Unibanco and Western Asset / Legg Mason before arriving at Itau
Securities in 2006. In the brokerage firm, he developed the team’s long-term macro model.
In different times, he served as specialist in various fields of Brazilian economics (e.g.,
external sector, activity, inflation, fiscal policy). In Itau Unibanco’s new macro team, he takes
care of public finances, focusing on fixed-income clients. Mauricio holds a master degree in
Economics from FGV-RJ - EPGE Graduate School of Economics.
Rob Philippa
Rob Philippa recently joined BTG Pactual in Rio de Janeiro as Head of International
Operations. Previous to that, he was owner & principal of New Amsterdam Advisory Services
(www.NewAmsterdamAdvisory.com ), an international operations consulting group he
established after a 20+ year career with ABN AMRO Bank and The Royal Bank of Scotland.
Over the course of his career, Rob has held a variety of senior management functions in New
York, San Francisco, Amsterdam and Chicago. He leveraged his industry expertise with the
creation of New Amsterdam's international partner network of specialized industry contacts,
consultants and contractors in the operations environment. In his current role with BTG
Pactual, Rob’s focus is on enhancing the firm’s international clearing and settlements
capabilities to support the firm’s rapidly expanding global business activities.
Rob Philippa recentemente aliou-se ao BTG Pactual no Rio de Janeiro como Diretor de
Operações
Internacionais. Antes
disso,
ele
era proprietário e diretor
da New
Amsterdam Advisory
Services(www.NewAmsterdamAdvisory.com),
um grupo
de consulta para operações internacionais que ele estabeleceu depois de uma carreira de 20
anos com o ABN AMRO Banco e O Royal Bank of Scotland. Ao longo de sua carreira, Rob tem
mantido uma variedade de funções de gerência sênior em Nova York, San Francisco,
Amsterdã eChicago. Ele alavancou sua experiência no setor com a criação da New
Amsterdam como
um parceiro internacional
de contatosda
indústria especializada, consultores e
prestadores
de
serviços no ambiente
de
operações. Em seu papel atual com o BTGPactual, o foco de Rob é implementar a
capacidade de compensação e liquidez internacionais e apoiar a empresa na rápida
expansão das atividades nos negócios globais.
Francois Racicot
François is the leader of Mercer’s Investment Consulting business in Brazil. He provides
consulting advices to Brazilian corporations and Pension Funds on a broad range of issues
including investment strategy and elaboration of Investment Policy, performance monitoring,
selection of asset manager, risk management and asset-liability modelling. François joined
Mercer in 1996. He started his career gaining experience in the Montreal and Sao Paulo
retirement practices, and then spent four years working at Mercer’s International
department in Paris. He returned to Mercer’s Sao Paulo office in 2008. He holds a B.S. in
Actuarial Mathematics from Concordia University in Canada.
François é o líder da área de Consultoria em investimentos da Mercer no Brasil. Ele presta
assessoria em estratégia e política de investimentos, monitoramento de performance,
seleção de gestores de recursos, controle de risco e asset-liability management para Fundos
de Pensão e empresas brasileiras. François ingressou na Mercer em 1996. Após 4 anos na
área internacional da Mercer em Paris, ele retornou para o Brasil em 2008. Anteriormente,
trabalhou também nos escritórios da Mercer em Montreal e São Paulo, na área de
Retirement. É formado em Ciências Atuariais pela Concordia University em Montréal,
Canadá.
Fabio Resegue
MD / Brazil Equities / Head of Equities
Fabio Resegue is a MD in the Equities division for Bank of America Merrill Lynch. He joined
Merrill Lynch in 1997 and has held several positions in trading and sales, from 2003 to 2009
he was based in New York where he was responsible for Latin America Sales trading
and Equities Derivatives Sales.
Mr Resegue is currently the Head of Equities at Bank of America Merrill Lynch in Brazil since
April 2009.
Mr. Resegue holds a B.A. in Business Management from Fundaçao Armando Alvares
Penteado and a Post Graduate Degree in Economics from University of Sao Paulo.
Rodrigo Sancovsky
Mr. Sancovsky graduated from Fundação Getulio Vargas (FGV-SP) with a Bachelors Degree in
Business Administration and Finance and an MBA from INSEAD. He began his professional
career in the Investment Banking division at Merrill Lynch, worked as a strategy consultant
at Bain & Company, and later as co-manager and equity analyst at Rio Bravo Investimentos.
He joined FAMA Investimentos in September 2006, where he is currently a senior equity
analyst and one of the joint portfolio managers. He is a partner at FAMA.