Norte Asset Management

27 years of experience in the financial market. Gustavo started his career in 1994 as a trainee at Citibank and in 1995 he was hired by Banco Garantia (purchased by Credit Suisse in 1998) where he remained for 21 years at the proprietary trading desks. After developing his career in equities, in 2007 he became head of the equities desk and in 2010 he also became head of treasury of Credit Suisse. He was Managing Director and member of the Executive Board of the Credit Suisse Brazil for about 10 years. After leaving the bank, Gustavo started investing in venture capital and in 2018 became a partner at QMS Capital, where he stayed until July 2020, when he decided to found Norte Asset Management and become its CIO. He holds a bachelor’s degree in Computer Engineering from ITA and is a CFA charterholder.

15 years of experience in the investment fund industry. Rafael started his career in 2007 at HSBC Asset in the Asset Allocation area, as analyst and later portfolio manager of exclusive funds. At HSBC Asset he was an equity analyst for 4 years and when HSBC was bought by Bradesco he remained on the same team. Later in 2017, he was one of the founders of Miles Capital working as co-manager and head of research until leaving to establish Norte Asset Management, where he is the analyst responsible for retail and consumption, food and beverage, agro and real estate & malls sectors. He holds a BA in business administration from EAESP-FGV, a specialization in Venture Capital, Innovation and disruptive business from Stanford University and is a CFA, CAIA and CGA charterholder.

14 years of experience in the investment fund industry. Egidio started his career at HSBC, where he was strategist and portfolio manager of multi-market macro funds between 2008 and 2015. Later he was the portfolio manager responsible for multi-market funds at BRAM focused on fixed income and currencies in the domestic and international markets, where he remained until he became a co-founder partner of Norte Asset Management in 2020. He holds a bachelor’s degree in Production Engineering from the Polytechnic School of the University of São Paulo.

18 years of experience in the financial market. Between 2004 and 2009 Diego worked for JP Morgan, ABN and Itaú as a market risk analyst. In 2009 he started his career as an equity analyst at NP Investimentos, later working at HSBC Asset/BRAM and BNP Asset. Between 2019 and 2020 he was partner at Quasar Asset working as  fixed income analyst, until he became co-founder partner of Norte Asset Management. He holds a BA in Economics from FEA-USP and a professional master’s degree in Economics and Finance from Insper.

With 10 years of experience in the financial market, Rafael Castro started his career in 2011 at Banco Safra and worked at BGC Liquidez before joining BNP Paribas Asset Management in 2013 as a derivatives trader. In 2015, he took over the Latin America equities desk, centralizing cash and derivatives tradings for the region. At the end of 2019 he started to support directly the management of the Long & Short fund.  In 2020 he became a co-founder partner of Norte Asset Management, where he is responsible for equities and options trading. He holds a BA in Economics from USP and a CQF (Certificate in Quantitative Finance).

27 years of experience in the investment fund industry. Roberto started his career in 1995 at Unibanco Asset Management. Later he worked for Banco CCF, which was acquired globally by HSBC bank. He was Managing Director of SulAmérica Investimentos, associated with ING, responsible for sales, products and operations areas, being a member of the investment committee and participating in SulAmérica’s IPO in 2007. He was a partner of the independent management companies FRAM Capital, DLM Invista, Bozano Investimentos and Argumento, until he became a co-founder partner of Norte Asset Management in 2020. He holds a BA in Business Administration from PUC – SP, with an extension in Capital Markets from IBMEC.

Formada em Administração de Empresas pela Universidade Nove de Julho, com MBA em Gestão Estratégica de Eventos, possui 16 anos de experiência na área administrativa, executando atividades da área de recursos humanos, financeira, compras e produção de eventos. Foi coordenadora administrativa na Citrino Gestão de Recursos, onde permaneceu por 5 anos, responsável pela administração do escritório, custos, compras, recursos humanos e planejamento de eventos internos e externos quando, em 2020, se tornou coordenadora administrativa na Norte Asset Management. Atualmente se dedica ao curso de MBA Executivo em Finanças: Controladoria, Auditoria e Compliance na FGV.

8 years of experience in the financial market and in commodities analysis. He started his career in 2015 at Citibank, where he stayed for 3 years and worked as equities analyst focused on the Metal & Mining sector. Later, he joined Goldman Sachs as equities analyst covering the Mining, Metal, Pulp and Paper sectors. At the beginning of 2021, Lucas decided to leave Goldman Sachs to co-found Norte Asset, where he will work as equities analyst responsible for the Metals & Steel, Pulp & Paper, Oil & Gas and Fuel Distribution sectors. He holds a Ba in Business Administration from FGV-EAESP and is  a CFA level II shareholder candidate.

Fernando has 15 years of experience in the financial market, starting his career in 2007 as a support analyst for the Citibank credit team in Spain. Later he worked at FRAM Capital in the back-office area. At the end of 2010 he joined the Lote45 team, being responsible for risk, compliance and middle office, working on the implementation, monitoring and control of the company’s systems for independent assets, family offices and pension funds. He holds a BA in business from Universidade Paulista and a  postgraduate degree in Financial Markets and Treasury at Saint Paul Escola de Negócios.

Iniciou sua carreira na Moss, empresa focada em desenvolver um marketplace proprietário para a compra e venda de créditos de carbono. Hoje, atua na equipe de analise da Norte Asset, com foco nos setores de Transportes, Aviação, Bens de Capital, Utilities e Telecomunicações. É formado em engenharia mecatrônica pelo Insper, onde foi Diretor Presidente da Insper Jr. Consulting.

Possui 2 anos de experiência na indústria de fundos de investimento. Iniciou sua carreira no time de Equities em Global Emerging Markets da Aberdeen Standard Investments, focado nos setores de commodities, varejo discricionário e não discricionário. É formado em Administração de empresas pela FGV-EAESP onde foi o head de portfólio do FGV-Finance, a liga de mercado financeiro da FGV.

Possui 7 anos de experiência em tecnologia no mercado financeiro, iniciou sua carreira no Banco Itaú, onde foi Engenheiro de Sistemas para o Internet banking. Em 2019, ingressou no BTG Pactual, onde atuou como Arquiteto de Soluções e Engenheiro de Software focado nos sistemas de distribuição de dados de renda fixa. Trabalhou como Arquiteto de soluções no mercado de loyalty, na Livelo ajudando na concepção do novo sistema de e-commerce. É formado em Ciência e Tecnologia pela UNIFESP e possui MBA em Arquitetura de Soluções pela FIAP.

Possui 6 anos de experiência no mercado financeiro. Iniciou sua carreira no Santander Securities Services (S3) como analista de custódia, onde atuou de 2018 a 2021. Em 2021, passou a atuar como Consultor de Investimentos na Portfel Consultoria Financeira, onde permaneceu até maio de 2022, quando passou a integrar o time da Norte Asset Management, atuando na área de middle office e risco. É bacharel em Ciências Econômicas pela FECAP e possui as certificações CFP® e CGA.