Francisco Kops, Cfa

Francisco Kops, Cfa Email and Phone Number

Portfolio Manager (Gestor) Carteiras Administradas e Equities @ Persevera Asset Management
State of São Paulo, Brazil
Francisco Kops, Cfa's Location
São Paulo, São Paulo, Brazil, Brazil
About Francisco Kops, Cfa

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.

Francisco Kops, Cfa's Current Company Details
Persevera Asset Management

Persevera Asset Management

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Portfolio Manager (Gestor) Carteiras Administradas e Equities
State of São Paulo, Brazil
Website:
persevera.com.br
Employees:
14
Francisco Kops, Cfa Work Experience Details
  • Persevera Asset Management
    Portfolio Manager (Gestor) Carteiras Administradas E Equities
    Persevera Asset Management
    State Of São Paulo, Brazil
  • Ivest
    Cio | Portfolio Manager
    Ivest Apr 2024 - Present
    São Paulo, Brasil
    Leading 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.
  • Santander Asset Management
    Equities Portfolio Manager
    Santander Asset Management Aug 2022 - Dec 2023
    São Paulo, Brasil
    Equities 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.
  • Asset 1 Investment Company
    Equities Portfolio Manager
    Asset 1 Investment Company Jul 2020 - Jul 2022
    São Paulo, Brazil
    Lead 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.
  • Legacy Capital
    Equities Portfolio Manager/Equity Research
    Legacy Capital Dec 2018 - Jul 2020
    São Paulo
    Portfolio 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.
  • Garde Asset Management
    Equity Research/ Co-Portfolio Manager
    Garde Asset Management Sep 2016 - Dec 2018
    São Paulo E Região, Brasil
    Part 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.
  • J.Safra Bank
    Head Of Research
    J.Safra Bank Dec 2014 - Sep 2016
    São Paulo Area, Brazil
    Led 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.
  • J.Safra Bank
    Equity Research
    J.Safra Bank Jan 2011 - Dec 2014
    São Paulo Area, Brazil
    Head 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).
  • Medley Management Inc.
    Controller - Mo&Pc Brasil (Medley Investee)
    Medley Management Inc. Feb 2010 - Jan 2011
    São Paulo Area, Brazil
    Medley 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.
  • Medley Management Inc.
    Credit Research Analyst - Ipanema Credit Management (Medley Investee)
    Medley Management Inc. May 2009 - Feb 2010
    São Paulo Area, Brazil
    Ipanema 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.
  • Medley Management Inc.
    Fp&A Manager - Thornton Americas Holding Llc (Medley Investee)
    Medley Management Inc. Aug 2007 - May 2009
    Greater San Diego Area
    Thornton 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.
  • Ernst & Young
    Audit Associate
    Ernst & 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

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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