The Company

The Company
Team

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Team

 

At TAG, we have around 35 professionals and partners with over 20 years’ accumulated experience in the financial, real estate and capital markets.

 

Dan Kawa

Strategist

 

Degree in Economics from PUC-Rio. Working in the asset management and hedge fund community since 2003. Extensive experience in third party asset management, fund of fund, asset allocation and strategy, He has worked in the country's largest independent managers such as Gap Asset Management, Bank of New York Mellon ARX Investimentos, FLAG Asset Management and Icatu Vanguarda He has held the position of Portfolio Manager and Chief Strategist for the last four years and was responsible for the areas of Fund of Funds, Multimarket Funds and Asset Allocation of Icatu Vanguarda. He participated in all the process of growth, expansion and development of the company, being part of support and decision committees in strategic business issues.

 

Fabio Mirandez

Structured Products and Distribution, CFP®

 

MBA from Insper and Degree in Mathematics. His career developed in the financial market, in Brazilian banks, with notable work on client-institution relationships, working on structuring and managing trading desks, institutional distribution of outsourced workers and fundraising. CPA20 (ANBIMA - Brazilian Financial and Capital Markets Association - Professional Certification series 20) and CFP® Certifications.

 

Francisca Albuquerque C. Brasileiro

Strategic Allocation

 

Following 9 years dedicated to academic research, Francisca specialized in Strategic Asset Allocation for Institutional Clients of global consulting firm Willis Towers Watson, where she was also responsible for Management Selection and Monitoring Risk and Compliance areas. She has also worked as a risk manager at Luz Engenharia Financeira consulting firm, working with Assets, Family Offices and treasury. She has a degree and a Master’s in Physics and has specialized in numeric simulation models and robust statistical analyses.

 

Leonardo Finelli

Asset Management – South, CFP®

 

Degree in Economic Sciences from PUC-SP. Specialization in Finance from FGV. He has also done an international internship at University of California, San Diego. His career developed in large Brazilian and international financial institutions, working as a financial advisor and private banker. CFP® Certification.

 

Livio Ribeiro

Associate Economist

 

He has a Bachelor’s and Master’s degree in Economics from PUC-Rio and has published in the areas of foreign trade, international economics, public finances and bilateral relations between Brazil and China. Senior researcher at IBRE/FGV, general coordinator of the FGV-IBRE Activity Thermometer and responsible for macroeconomic coverage of China and Brazil (focusing on the sector abroad). He is also a macroeconomic consultant for TAG INVESTIMENTOS and managing partner at VGBL-J Economistas Associados S/S. Previously, he was a consultant for the UN Development Program (in agreement with the National Treasury), head of the economic studies division at FIRJAN (State of Rio de Janeiro Federation of Industries), associate researcher at IBRE/FGV and he has held countless positions in Brazilian and global financial institutions, covering commodities exporting countries in Latin America, Africa and Oceania, as well as Brazil and China.

 

Marcelo Pereira

Operational Management and Structured Funds, CGA (ANBIMA - Brazilian Financial and Capital Markets Association - Manager Certification)

 

He has a degree in Systems Analysis from SPEI and a post-graduate degree in Corporate Finance. His career developed in financial institutions, working in Treasury Controllership and Risk and Brokers at HSBC. He was responsible for implementing risk control and estimate methodology at Banco do Brasil during the acquisition of Bamerindus and CCF. CVM (Securities Commission) Value Manager. CGA (ANBIMA - Brazilian Financial and Capital Markets Association - Manager Certification) Certification.

 

Marco Bismarchi

Portfolio Management, CFA

 

He holds a degree in Business Management from FGV. He has experience in the financial market, working as a Variable Income analyst in Ativa Brokers. He holds CFA and CGA (ANBIMA - Brazilian Financial and Capital Markets Association - Manager Certification) Certification and is a Value Manager at CVM (Securities Commission).

 

Roberto Dib

Structured Products and Securitization

 

He has a degree in Production Engineering from POLI. His career has developed in financial institutions, working as Head of structuring and differentiated financial solutions, Superintendent of Corporate Finance and Structured Finance Officer at Latin Finance Advisory & Research, developing Fixed Income structures, including Capital Markets, Real Estate, Agribusiness and Infrastructure Securities, Acquisition Financing and differentiated financial solutions at Votorantim.

 

Rodrigo Pereira

Institutional Clients

 

Rodrigo has worked at well-known financial institutions such as CCF, Lloyds Bank, Santander and Itaú BBA, always with institutional clients. In April/18, he joined the TAG Investimentos team, coming to us from F3 Capital. Rodrigo holds the CPA20 (ANBIMA - Brazilian Financial and Capital Markets Association - Professional Certification series 20) from ANBIMA and has a Bachelor’s degree in Agronomic Engineering from Universidade de Pinhal, as well as a Specialization in Credit, Banking and Corporate Finance from FGV-SP.

 

Telma Rabello

New Business and Marketing, CPA20 (ANBIMA - Brazilian Financial and Capital Markets Association - Professional Certification series 20)

 

She holds a degree in Business Management and a Specialization in Finances from UC Berkeley. Her career has developed in financial institutions, working in Strategic Marketing and Business Management in Private Banking and Investment Banking at BankBoston, Itaú Private Bank and J.Safra. CPA20 (ANBIMA - Brazilian Financial and Capital Markets Association - Professional Certification series 20) Certification.

 

Thiago de Castro

Commercial and New Business Management, CFP®

 

He holds a degree in Business Management from Álvares Penteado and an MBA in Economics and Finance from USP (São Paulo University). His career has developed in financial institutions, by working with Controllership at Citibank, Treasury (Client Desk) at ABN-Amro Bank, Head of Credit and Corporate Banking at Brazilian branches of Santander. ANBIMA (Brazilian Financial and Capital Markets Association) Commission Member. CFP® Certification.

 

 
TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
SÃO PAULOAv. Santo Amaro, 48 - 6th floor Itaim Bibi - São Paulo - SPPostal Code: 04506-000Telephone: (11) 3474-0000
BELO HORIZONTEAv. Afonso Pena, 4.273 - Room 305Serra Belo Horizonte - MGPostal Code: 30130-008Telephone: (31) 2511-4936
CAMPINASR. Quirino do Amaral Campos, 144Sala 803 - Cambuí - Campinas - SPCEP: 13023-570Telefone: (19) 3342-7557
FLORIANÓPOLIS João Paulo Highway, 920,
João Paulo Neighborhood,
Florianópolis, SC
Telephone: (48) 99933-2500
PORTO ALEGREAv. Carlos Gomes, 300 - 7• andar
Bairro Três figueiras,
Porto Alegre, RS.
Copyright © 2016, TAG. All rights reserved.

The information contained herein is only informative. Past profitability does not represent assurance of future profitability. Investors are urged to read the fund prospectus and regulations carefully before investing. Investment funds are not guaranteed by the fund administrator, the fund manager or by the Credit Guarantee Fund (FGC). To assess the performance of an investment fund it is recommended that a period of at least 12 months be analyzed. The profitability disclosed is not net of taxes; for more information about products and risk of funds, please contact our Customer Service Center.