Leonardo Dias Email & Phone Number

State Of São Paulo, Brazil

Brazil

Niterói, Rio De Janeiro, Brazil

Goiânia, Goiás, Brazil

São Paulo, São Paulo, Brazil

Board member - BANESPREV

São 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

Brasília 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 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.

• 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.
• I have implemented, formalized and coordinated the Entity’s Investment Committee;

• 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).

Master Of Business Administration (Mba), Accounting And Finance

MBA Executive Finance

Business English

Activities and Societies: Intensive EnglishIntensive English course based on business and financial market with 2 periods classes in.

System Analyst, Technologie