Francisco Kops, Cfa Email and Phone Number
Professional with over 18 years of experience in finance and the financial markets, with experience in both Brazil and the USA, having worked in areas such as FP&A, credit, macroeconomics, and primarily equities, both on the sell-side and buy-side. Worked as an analyst and portfolio manager of equities at renowned macro asset management firms such as Santander, Legacy, Garde, and Asset1, with a proven performance track record and a defined investment process. Head of research and senior analyst in the financial sector at Safra Bank. Experience in credit, accounting, and FP&A at companies like Medley and E&Y. CFA charterholder since 2012.Currently, I work as the CIO and portfolio management for a multi-family office (Ivest). Responsible for defining structural and tactical asset allocation for clients, as well as product selection. Additionally, I actively manage an equities product for the office.I am passionate about finance, macroeconomics, markets, and especially understanding, analyzing, and communicating business strategies and models. Moreover, I am enthusiastic about communication and maintaining relationships, having developed an extensive network with managers, analysts, allocators, executives, and finance professionals. Finally, I genuinely enjoy developing and teaching talents, with experience in leading and developing professionals at several companies I have worked with, such as Medley, Safra, and Asset1.Therefore, I seek to build my career in areas that potentialize my technical and interpersonal skills such as equities, wealth management, credit, corporate finance and consulting.
Persevera Asset Management
View- Website:
- persevera.com.br
- Employees:
- 14
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Portfolio Manager (Gestor) Carteiras Administradas E EquitiesPersevera Asset ManagementState Of São Paulo, Brazil -
Cio | Portfolio ManagerIvest Apr 2024 - PresentSão Paulo, BrasilLeading the investment committee and strategy. Responsible for defining structural and tactical asset allocation for clients, as well as product selection. Additionally, acting as a portfolio manager for the equities product for the office. -
Equities Portfolio ManagerSantander Asset Management Aug 2022 - Dec 2023São Paulo, BrasilEquities portfolio management, overseeing the long only, long bias and the equity pension fund (Familia Seleção), focusing on Brazilian assets, with a proven track record. Member of SAM’s macro investment committee. Also working together with other countries (Chile, Mexico, Colombia and Argentina) on the management of SAM’s Latam fund. -
Equities Portfolio ManagerAsset 1 Investment Company Jul 2020 - Jul 2022São Paulo, BrazilLead equity portfolio manager, overseeing a total return/long short equity book in the fund, with a positive performance over the benchmark (CDI). Investing on both Brazilian and international companies, mainly in US. Responsible for planning and structuring equity’s area team, tools, and procedures. Active member of Asset1 investment committee. -
Equities Portfolio Manager/Equity ResearchLegacy Capital Dec 2018 - Jul 2020São PauloPortfolio management and equity research focusing on the Brazilian and US equity’s space. In charge of a total return/long short equity book in the fund with a positive performance over the benchmark (CDI). Responsible for the financial institutions (FI), healthcare and tech sectors research coverage (both Brazil and US). Inputs and contribution to Legacy’s macro and micro discussions and investment committee. -
Equity Research/ Co-Portfolio ManagerGarde Asset Management Sep 2016 - Dec 2018São Paulo E Região, BrasilPart of Garde’s equity team, focusing on equity research. Co-responsible for a long short equity book in the fund. Main responsible for the financial institutions (FI), transportation, healthcare and industrials sectors coverage. Inputs and contribution to Garde’s macro and micro discussions and investment committee.
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Head Of ResearchJ.Safra Bank Dec 2014 - Sep 2016São Paulo Area, BrazilLed a team of 10 analysts while still being responsible for the FI coverage. Directly involved with bank top management on commercial and strategic decisions regarding the business. -
Equity ResearchJ.Safra Bank Jan 2011 - Dec 2014São Paulo Area, BrazilHead of analysis for Brazilian banks and financial institutions (FI), producing sell side equity research reports, recommended portfolios and long-short investment ideas. Performed the IPO’s of BB Seguridade (BBSE3) and Sinquia (SQIA3). Active on deal and non-deal road shows with companies and industry participants. Daily support for the company’s equity sales team, brokers and clients, focused on institutional investors, including foreigners (US, UK and Chile). -
Controller - Mo&Pc Brasil (Medley Investee)Medley Management Inc. Feb 2010 - Jan 2011São Paulo Area, BrazilMedley was a USD 1.2 billion hedge fund at the time, specialized in corporate debt investments. Work done on three different Medley investments, all focused on distressed debt.MO&PC Brasil was a NPL collection agency with ~90 employees and ~BRL 30 million revenues Responsible for leading the company and taking the operational margins and net income to the positive in just three months of work. After the company sale to a private investor (Apr/2011), acted as a controller. Responsible for managing cash flows and building budgets to improve collections strategy, while supervising accounting and financial reporting procedures.
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Credit Research Analyst - Ipanema Credit Management (Medley Investee)Medley Management Inc. May 2009 - Feb 2010São Paulo Area, BrazilIpanema was a medley investee being a Brazilian hedge fund specialist in non-performing loans, ~BRL3 billion of NPLs managedResponsible for (i) producing internal research reports on the Brazilian Non-Performing Loan market; (ii) modeling, organizing and structuring financial products (FIDC’s) backed by NPL loans and (iii) participation on the pricing and valuation committee for NPL portfolios.
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Fp&A Manager - Thornton Americas Holding Llc (Medley Investee)Medley Management Inc. Aug 2007 - May 2009Greater San Diego AreaThornton was a Medley investment, being an American hedge fund specialist in non-performing loans, acting as (i) a buyer of portfolios in US and Latam, (ii) management (Master Servicer), and (iii) service provider of collection recovery services.Responded directly to the CEO and CFO, (i) participating on the company's strategy committee which makes all its major business decisions; (ii) participating on M&A processes and macroeconomic studies involving the prospection and analysis of companies in the Latam credit & collection sector and (iii) participation on the pricing and valuation committee for NPL portfolios.
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Audit AssociateErnst & Young Mar 2004 - Sep 2006* Executed day-to-day activities of audit engagements at various clients including Coca Cola, Petrobras, John Deere Bank, Grendeene and others.
Francisco Kops, Cfa Education Details
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Cfa InstituteCfa Charter -
Securities & Investment Analysis -
Federal University Of Rio Grande Do Sul - UfrgsAdministração De Empresas Com Ênfase Em Finanças -
Colégio Anchieta
Frequently Asked Questions about Francisco Kops, Cfa
What company does Francisco Kops, Cfa work for?
Francisco Kops, Cfa works for Persevera Asset Management
What is Francisco Kops, Cfa's role at the current company?
Francisco Kops, Cfa's current role is Portfolio Manager (Gestor) Carteiras Administradas e Equities.
What schools did Francisco Kops, Cfa attend?
Francisco Kops, Cfa attended Cfa Institute, Uc San Diego, Faculdade Fipecafi - Fundação Instituto De Pesquisas Contábeis, Atuariais E Financeiras, Federal University Of Rio Grande Do Sul - Ufrgs, Colégio Anchieta.
Who are Francisco Kops, Cfa's colleagues?
Francisco Kops, Cfa's colleagues are Vinicius Marujo, Cga, Rodrigo Vaz, Camila Bittencourt, Leonardo Spolidoro.
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