Leonardo Dias Email and Phone Number
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● 16+ years of experience working for Mercer HR Consulting, Visão Prev (Telefônica Group), the Federal Government’s Executive Branch Retirement Fund, and Santander Bank Brazil with broad expertise in Investment Management and solid knowledge in Finance and Investment Management.● In charge of all activities carried out by Santander Bank’s pension fund (SantanderPrevi) and support to other Santander Group entities, as well as experience as Counselor for Banesprev (ESI).● Deep knowledge on managing the restructuring of the Investment Department, creation of new controls and expanding governance in Investments.● Expertise in creating and optimization of investment profile portfolios, achieved based on the duration of the population in each plan, Efficient Frontier studies, stress test and backtesting, including real segregation of assets per mandate within several frameworks.● Mastering of short-, mid-, and long-term strategy definitions for the Pension Fund investments in each segment, by establishing performance indicators, allocation boundaries, hedge instruments, derivatives, and other provisions in the Investment Policy.● Experience in accounting reconciliations and cashflow elaboration, control, and management.● Long expertise in restructuring teams and departments, being responsible for qualification and certification of associates, job rotation and physical segregation between back office and the front office.● Highly developed communication skills, conducting technical speeches on investment, leading meetings with asset managers, pension fund members, Investment Committees and Boards● International experience (Kaplan International Colleges, London), English advanced level and Executive MBA in Finance at Insper (2018) complete the resume.
Serpros Fundo Multipatrocinado
View- Website:
- serpros.com.br
- Employees:
- 107
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Diretor De Investimentos | AetqSerpros Fundo MultipatrocinadoState Of São Paulo, Brazil -
Investment Director | AetqSerpros Fundo Multipatrocinado Oct 2023 - PresentBrazil -
Investment And Finance Director | AetqFundação Ampla De Seguridade Social - Brasiletros Nov 2020 - Jun 2023Niterói, Rio De Janeiro, Brazil -
Financial Administrative Director | AetqEletra - Fundação De Previdência Privada Nov 2020 - Jan 2023Goiânia, Goiás, Brazil
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Board Member - BanesprevGrupo Santander Jun 2019 - Aug 2020São Paulo, São Paulo, BrazilBoard member - BANESPREV -
Retirement Plan Investment ManagerBanco Santander Mar 2019 - Jul 2020São Paulo Area, Brazil● Responsible for all activities of the pension fund for Santander Group employees in Brazil● Led the effort to recalculate contributions originated from legal proceedings to the retirement plan (1% of PL)● Restructured Santander Bank’s Investment Consulting Committee, with new analyses and approaches● Managed Santander Bank’s Supplemental Retirement department● In charge of expanding Investment department by introducing new improvement projects, analyses, metrics and controls● Responsible for restructuring and deployment of the governance framework in the Investment department, including investment analyses, technical studies and the reassessment of the department’s communication● Managed sponsorship withdrawal processes along with PREVIC● Close partnership with the Board and auditors● Conducted reviews of all operational processes in the Supplemental Retirement department. -
Manager Of Planning And Control Of InvestmentsFunpresp-Exe Aug 2016 - Feb 2018Brasília Area, Brazil● Overhaul of the Entity’s strategic projects and planning department;● I have coordinated the elaboration and implementation of the Governance framework for the Entity’s investments ● I have developed and implemented the Operation with Participants program by coordinating a multidisciplinary group involving 7 departments and 12 people, including the CEO. Loans were granted from August 2017● I have implemented guidelines for using derivatives in exclusive funds● I was responsible for elaboration and presentation of the Investment Policy by adding new investment segments, such as investing abroad and broadening governance aspects in investments● I have developed a proprietary method to analyze private credit for proposition to the Risk and Investment Committee, as well as the model and process for monitoring private credit assets in the investment portfolio● I have elaborated the Investment Governance Policy for the yearly Investment Policy, based on best practices, in force since January 2018.
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Investment ManagerVisão Prev Mar 2015 - Sep 2015● I was in charge of a 3-analyst team, for management of the own portfolio, daily cash flow, allocation strategic studies (asset allocation) and analysis of new opportunities of investment for all investment segments;● I have implemented and promoted Brazil’s first retirement plan by Defined Contribution featuring hold-to-maturity bonds, with assets of R$ 350 million;● I have optimized current profile investment portfolios through an efficient frontier study (Markowitz) with a proprietary model that takes into account risk, return, duration, stress test and backtest;● I was engaged in creating two new investment profiles with differentiated very short-term and long-term options;● I have negotiated with financial institutions management costs and the performance-based fee for active management;● I have approved along with the Investment Committee the following investment modalities: Structured Investment, Investment Fund on Credit Rights, share rent and investment in specialist funds (valuation funds) within the mandates;● I have continuously focused in developing the Investment team through an incentive program for personal development, with formal goals, training, and courses. -
Investment CoordinatorVisão Prev Jun 2009 - Mar 2015● I was in charge of a 3-analyst team, for management of the own portfolio, daily cash flow, allocation strategic studies (asset allocation) and analysis of new opportunities of investment for all investment segments;● I have actively engaged in setting up and managing a 100% fixed income portfolio from 2011 to 2014, with assets totaling R$ 2.8 billion;● I have analyzed, validated and followed up on stochastic ALM studies, asset evolution flows and conciliation of benefit payment flows for the Entity’s population on Defined Benefit.● I restructured the Investment Department changing its operational profile. The program consisted in the qualification and certification of professionals and implementation of job rotation;● I have conducted, supported by the Legal team, the accreditation process to CVM (Brazil’s financial market regulator, similar to the SEC in the US), developing new controls, the application of Chinese wall and the technical enhancement of the analytical team;● I have implemented, formalized and coordinated the Entity’s Investment Committee;● I have created a proprietary model for selecting asset managers and have led several selection processes, applying a proprietary questionnaire and due diligence process;● I have drafted and implemented an operational assessment model applicable to the custodian and brokers, with proprietary methodology, defining operational excellence standards;● I have implemented an operational model with role/activity matrix per department for the department’s standardization process and ISO9001 certification for more than 90 percent of the department’s primary processes. -
Senior AnalystMercer Investment Consulting 2003 - 2008● I have led asset manager selection processes (quantitatively and qualitatively) for Supplemental Retirement Closed Entities, Multi-sponsored Funds and Supplemental Retirement Open Entities;● I have analyzed and validated ALM (Asset/Liability Management) studies, asset evolution, and benefit payment flow matching;● I have developed a DC-type plan population study for adjusting management structure, segment and asset classes;● I have worked closely with consultants in qualitative and quantitative analyses on returns from pension fund’s portfolios/investment funds and performed Manager Research to asset managers;● I have worked for almost one year in the Actuary Department analyzing investment funds and new business development through retirement plans offered by financial institutions (PGBL, VGBL, and FGB).
Leonardo Dias Skills
Frequently Asked Questions about Leonardo Dias
What company does Leonardo Dias work for?
Leonardo Dias works for Serpros Fundo Multipatrocinado
What is Leonardo Dias's role at the current company?
Leonardo Dias's current role is Diretor de Investimentos | AETQ.
What is Leonardo Dias's email address?
Leonardo Dias's email address is le****@****.com.br
What schools did Leonardo Dias attend?
Leonardo Dias attended Insper, Kaplan Business School Pty Limited, Fiap.
What are some of Leonardo Dias's interests?
Leonardo Dias has interest in Children.
What skills is Leonardo Dias known for?
Leonardo Dias has skills like Alternative Investments, Portfolio Management, Portfolio Optimization, Investment Strategies, Alm, Investments, Asset Management, Pensions, Finance, Fixed Income, Asset Allocation, Financial Analysis.
Who are Leonardo Dias's colleagues?
Leonardo Dias's colleagues are Ana Paula Cardoso Pimenta, Luiz Nuss, Elizete Sato, Glória Gomes, Lottar Araujo, Paulo Luca, Julia Lucidi.
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Leonardo Dias
Social Impact Leader | Philanthropy & Grant Writing Expert | Forbes Blk Member | Nyu Abu Dhabi StudentSão Paulo, Brazil -
Leonardo Dias
Brazil -
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