Leonardo Messer
Founding Partner | Portfolio Manager
Qualifications: BS Production Engineering (PUC-Rio)
Prior to founding Oceana Investimentos, he was a partner at Meta Asset Management, responsible for managing the long only and long x short equity funds (2006-2008). Prior to this, he was a partner at Investidor Profissional Gestora de Recursos Ltda (IP), where he worked for four years with equity portfolio management and analysis (2002-2006). He started his career at Banco Pactual (1999-2002).
Alexandre Rezende
Founding Partner | COO
Qualifications: OPM Candidate (Harvard Business School), Postgrad Financial Engineering (PUC-Rio), BS Computer Engineering (PUC-Rio).
Certifications: GARP and PRMIA Certified by GARP and PRMIA
Prior to founding Oceana Investimentos, he was a partner at Meta Asset Management (2005-2008), responsible for sales, operations, and the leading member of the firm’s risk committee. He was also a partner at Plenus Gestão de Recursos (2004-2005) and Fides Asset Management (2002-2004). Previously, he was responsible for the development of the solutions segment – risk and financial consulting – of Reuters in Brazil (2001-2002). He worked for three years as the risk manager of Latinvest Asset Management (1999-2001) and worked previously at Banco FonteCindam (1997-1999). He is a certified professional by the two major global risk management associations, GARP – Global Association of Risk Professionals and PRMIA – Professional Risk Management International Association.
Marcello Ganem
Founding Partner | Head of Research
Qualifications: MBA (Columbia Business School), BS Industrial Engineering (UFRJ)
Prior to founding Oceana Investimentos, he was a senior equity analyst at Meta Asset Management (2006-2008), responsible for the utilities and education sectors. He also worked as advisor for national and foreign groups in M&A transactions in Brazil at Citibank (1996-1999) and in the U.S. at Lehman Brothers (2000). He was a consultant at McKinsey (2001-2002), acquiring experience in strategic design, corporate governance, and organization, and after that a business manager at Pamcary (2002-2006), a leader in cargo insurance.
Felipe Oliveira, CFA
Partner | Analyst
Qualifications: BS Business (FGV-SP)
Certifications: Chartered Financial Analyst® (CFA)
Prior to joining Oceana Investimentos in February 2013, he was an equity analyst (sell side) at JP Morgan (2008-2013), responsible for the consumer goods sector in Latin America. He holds a Chartered Financial Analyst® credential.
Marcelo Moraes
Partner | Analyst
Qualifications: MBA (IBP), BS Production Engineering (UFRJ)
Prior to joining Oceana Investimentos in 2014, he was a founding partner, portfolio manager and head of analysis at Marlin Investimentos (2010-2014). He worked previously as an investment analyst and co-portfolio manager at Opus Asset Management (2006-2010). At Banco CR2 he was an investment analyst responsible for the pulp and paper and mining and steel sectors, where he also was a credit analyst of private sector companies (2006). Previously he was an intern working with financial products and commercial support at Opportunity Asset Management (2005-2006).
Thiago Casé
Partner | Analyst
Qualifications: BS Economics (PUC-Rio)
Prior to joining Oceana Investimentos in 2011, he was an intern at Icap (2009-2010).
Daniel Tavares
Partner | Investor Relations
Qualifications: Postgrad in Finance (University of California, Berkeley), BS Production Engineering (PUC-Rio)
Certifications: CFP®, CNPI and CPA-20
Prior to joining Oceana Investimentos in 2016, he was head of institutional distribution at XP Gestão (2016). He worked as Associate Director of Institutional Distribution at BTG Pactual Asset Management (2011-2016). At Rio Bravo Investimentos he was manager of institutional investors distribution (2010-2011). Previously he worked as M&A analyst at BHG (2008-2009) and investment analyst at Alupka Asset Management – San Francisco/CA (2008).
Joe Moura
Partner | Analyst
Qualifications: BS Economics (USP)
Prior to joining Oceana Investimentos in 2017, he was an equity analyst (sell side) at Bank of America (2012-2016), responsible for the Infrastructure and Capital Goods sectors in Latin America. Previously he was an equity analyst (sell side) intern at Credit Suisse (2010-2011).
Ricardo Gandara
Associate | Operations
Qualifications: MBA (FGV), BS Computer Science (UFRJ)
Certifications: CFP®, CEA and MCP
Prior to joining Oceana Investimentos in 2011, he was a credit associate director at BTG Pactual (2010-2011). Previously he was a credit backoffice coordinator at Banco BBM and IT coordenator before that (2000-2010).
Antonio Ribeiro
Associate | Trader
Qualifications: BS Electric Engineering (UFRJ)
Certifications: CPA-20
Prior to joining Oceana Investimentos in 2016, he worked as a coordinator at Banco PAN (2014-2016). Previously he worked at Banco BTG Pactual as a backoffice analyst (2010-2012) and as a Finance analyst (2012-2014). He worked at Globosat as an analyst (2010), as a strategic analyst at Banco BBM (2008-2010) and was an intern at Light (2007-2008).
Carolina Faria
Associate | Distribution
Qualifications: BS Economics (PUC-Rio)
Certifications: CPA-20
Prior to joining Oceana Investimentos in 2012, she worked in the controllership area at Salina Diamante Branco (2010-2012). Previously she was an intern at Mind Investimentos (2009-2010) and at Banco CR2 (2008-2009).
Cássio Roris
Associate | Trader
Qualifications: BS Business (Mackenzie)
Certifications: PQO
Prior to joining Oceana Investimentos in 2016, he worked as trader at Bradesco (2007-2015). Previously he was an intern at Banco Nossa Caixa (2006-2007).
Mauricio Arieira
Associate | Operations
Qualifications: Master’s degree in Science (PUC-Rio), BS Computer Engineering (PUC-Rio)
Prior to joining Oceana Investimentos in 2011, he was system analyst at TecGraf (2009-2011). Previously he was an intern of development at RiskControl (2008-2009).
Rafael Cunha
Associate | Equity Analyst
Qualifications: BS Electric Engineering (Unicamp)
Prior to joining Oceana Investimentos in 2019, he was an equity analyst (sell side) at Credit Suisse (2017-2018), responsible for LatAm’s mining and steel, and pulp and paper sectors. Previously he was an intern at Credit Suisse for the equity analysis’ team (sell side) covering LatAm sectors of agribusiness, proteins and pulp and paper in 2016.
Victor Fonseca
Associate | Equity Analyst
Qualifications: BS Applied Mathematics (FGV)
Prior to joining Oceana Investimentos in 2018, he was a risk and Fund of Funds analyst at Opportunity (2016-2018). Previously he was part of Opportunity’s internship and trainee program (2014-2016).
Marcial Júnior
Associate | Equity Analyst
Qualifications: BS Electric Engineering (IME)
Prior to joining Oceana Investimentos in 2017, he had a summer job at BTG Pactual in 2017.