Leonardo Cardoso, Cfa Email and Phone Number
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Leonardo Cardoso, Cfa personal email
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If you are requesting to connect, the least you can do is to write an intro msg. Experienced business executive and investment officer with a diverse personal background and valuable knowledge of multi-asset/multi-currency allocation. Robust global macro fundamental & technical analysis and proficiency in developing and implementing risk controlled long/short investment strategies with a focus on relative value and portfolio optimization; competent trader and market maker.Solid quantitative skills with mastery in various statistical and financial data tools, such as Bloomberg Excel API, VBA macros, MegaStat, S&P products (Compustat, Capital IQ, Analytics), Thomson Research products (One Bankers, Fundamental Research), FactSet, Morningstar, Zephyr, Value Line, IMF database, and others. Proven self-starter with leadership capabilities, superior attention to detail, communication, relationship building, and high standards of ethics.Specialties: Global Macro Investment Strategies / Multi-Asset Portfolio Construction, Optimization & Management / Strategic & Tactical Asset Allocation / Investment Research / Macro Country & Industry Analysis / Fundamental, Technical & Quantitative Analysis / Discretionary, Factor, Financial and Economic Models / Valuation / Trading and Market Making / Credit Management & Analysis / Relationship Management / Leadership / Teambuilding / Organizational & Communication Skills / English and Portuguese.
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Executive Director | Fund ManagerValoris Capital Sep 2024 - Present
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Executive Director | Investment OfficerBrazen Capital, Llc Jan 2019 - PresentNew York, Ny, Us -
Executive Member100Ventures, Llc Jan 2019 - Present- Wallstreetable- DooMundo- 100VSports- ExURBs -
Director And Board MemberQuantgate Systems, Inc. Nov 2021 - Dec 2023Toronto, On, Ca -
Chief Executive OfficerQuantgate Systems, Inc. Nov 2019 - Nov 2021Toronto, On, Ca
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Fvp Portfolio ManagerIsrael Discount Bank Oct 2010 - Jan 2019New York, Ny, Us•Manage the Int'l Division discretionary portfolios (Global Macro Strategy with a Tactical Allocation focus); AUM ~US$500.0 million.•Voting member of the bank's Investment Policy and Trust Investment Committees.•Creator of the division’s portfolio optimization and asset allocation review process;•Responsible for the quantitative and qualitative analysis of the investible universe;•Extensive use of Bloomberg to create investment, economic and security selection models;•Develop investment policy statements and portfolios for clients and prospects; •Provide value added advice and market commentary during daily morning investment note. -
Finance Adjunct ProfessorNew York University Jan 2012 - Dec 2018New York, Ny, Us•Introduction to Financial Markets and Fundamentals of Corporate Finance;•Develop syllabus to be used during the semester within the dept. guidelines, review books and collateral materials;•Research, prepare and deliver lectures and tests to a group of 20 students from different backgrounds. -
Proprietary Equity Analyst/TraderMomentum Trading Group, Llc. 2008 - 2010•Built numerous financial models utilizing financial statement analysis, relative valuation and discounted cash flow techniques to value stocks on a relative and absolute basis;•Traded global equities and options long and short using fundamental and technical analysis to employ counter trend and trend following strategies on proprietary electronic trading platforms;•Volunteered to aggregate knowledge base of senior traders into a single training manual and train new traders; •GICS industries researched: Food, Beverage & Tobacco – Consumer Durables & Apparel – Household & Personal Products – Tech Hardware & Equipment – Chemicals & Fertilizers – Forest Products – Marine, Road & Rail.
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Wealth Management AdvisorSmith Barney/Citigroup 2005 - 2007New York, New York, Us•Delivered positive risk-adjusted returns to discretionary and non-discretionary accounts through in-depth research and analysis of various investment vehicles, such as equities, fixed-income, options and alternative investments;•Outperformed relative benchmarks by relying on risk-reward and mean-variance analysis to design and implement optimum portfolios with strategic and tactical allocations;•Created, presented and executed 10x more financial plans than the average advisor, implemented multiple products to 85% of client base and capitalized on relationship management skills to acquire and retain new clients. -
Financial Analyst IiWaste Management Inc 2003 - 2005Houston, Texas, Us•Modeled and analyzed the financial statements of fortune 500 client-companies in the basic material, industrial and consumer sectors to determine credit risk and issue credit limits;•Prepared and presented to C-Officers, Directors and Marketing personnel financial reviews and model forecasts;•Designed and implemented a quantitative process to monitor and evaluate a $400.0mm credit portfolio;•Member of committee responsible for establishing overall portfolio limits and increase/decrease credit exposure;•Assisted the Director of Credit Risk Management in generating a comprehensive competitive analysis of our industry and in the analysis of structured finance transactions, such as swaps, collateral agreements, and hedging;•Implemented a monthly report on economic indicators to keep senior executives appraised of recent events. -
Associate Trust OfficerJ.P. Morgan 2001 - 2003New York, Ny, Us•Resolved CDO financial structure issues by reviewing and interpreting indentures and OMs;•Analyzed, simulated and tested collateral trades for three portfolios of approximately $500.0mm each;•Managed the relationships among Investors, Collateral Managers, Underwriters, Rating Agencies, and Auditors;•Prepared periodic compliance reports, portfolio waterfalls, cash flows and payments for assigned CBOs and CLOs. -
Financial AnalystEnron 2001 - 2001Us•Performed financial analysis and fundamental research of companies in the industrial sector of emerging markets to provide traders with information necessary to make a market for such industrial products;•Created PowerPoint presentations to be used by Originators in initial client proposals that provided fundamental financial analysis of companies in the industrial sector.
Leonardo Cardoso, Cfa Skills
Leonardo Cardoso, Cfa Education Details
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University Of Florida - Warrington College Of BusinessFinance And Financial Management Services
Frequently Asked Questions about Leonardo Cardoso, Cfa
What company does Leonardo Cardoso, Cfa work for?
Leonardo Cardoso, Cfa works for Valoris Capital
What is Leonardo Cardoso, Cfa's role at the current company?
Leonardo Cardoso, Cfa's current role is Investment Officer | Global Investment Strategist.
What is Leonardo Cardoso, Cfa's email address?
Leonardo Cardoso, Cfa's email address is lc****@****bny.com
What is Leonardo Cardoso, Cfa's direct phone number?
Leonardo Cardoso, Cfa's direct phone number is (212) 551*****
What schools did Leonardo Cardoso, Cfa attend?
Leonardo Cardoso, Cfa attended University Of Florida - Warrington College Of Business.
What are some of Leonardo Cardoso, Cfa's interests?
Leonardo Cardoso, Cfa has interest in Beach, Golf, Children, Wine And Dine, Read, Cook, Electronic Music, Education, Community Involvement, Fitness.
What skills is Leonardo Cardoso, Cfa known for?
Leonardo Cardoso, Cfa has skills like Portfolio Management, Valuation, Financial Modeling, Portuguese, Options, Stocks, Financial Analysis, Asset Allocation, Industry Analysis, Asset Management, Trading, Quantitative Analysis.
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