Luís Barreto Xavier, Cfa Email & Phone Number

Madrid

Lisbon Area, Portugal

Lisbon Area, Portugal

Investment Planning and Advisory to HNWI, UHNWI and Institutions

Lisbon Area, Portugal

Structured Products and Derivatives Sales;Structuring Investment Solutions for Franchise Networks;Strategic Investment Planning for Asset Management Clients;Asset Allocation and Risk Management for High Net Worth Individuals in a Multi-Family Office framework;

Lisbon | Boston

Portfolio Analysis, Fundamental Economic Models for Trading Ideas.Trading and Execution on FX, Fixed Income, Indices and Commodities.

Managed a Portfolio of Hedge Funds for the Bank’s capital and for Private and Institutional clients with peak assets of $900 ml USD – The largest Fund of Hedge Funds in Portugal, managing a team of 5 analysts.Outperformed consistently the Industry benchmarks namely during the 2008 crisis, participated in the Investment Committee of BPI Asset Management, developing financial analysis for crucial investment decisions.Managed and coached a team of 5 people, achieving $15 million Euros plus of net revenues to BPI (2007).Co-Managed two separate managed accounts for high net worth individuals with peak assets of $100ml and outperformed the HF benchmarks 3 out of 4 years.Institutional Clients’ experience, from identifying needs and requests to solution proposals and execution/ portfolio implementation. Trading and Execution of hedging instruments (futures, forwards and options) to manage the market risk of HF Portfolios.

Strong analytical skills, mostly in Statistics (analysis of distributions, regression analysis, research on persistence of returns, risk ratios and strategy dislocation, and Monte-Carlo Simulation).Most of this Statistics analysis was made with proprietary tools build in-house by myselfor under my supervision.Due Diligence skills: Since 2001 I made more than 1000 meetings in New York, London, Toronto, Miami, Sao Paulo, Houston, San Francisco, Madrid, Singapore, Chicago and Tokyo.Created a quantitative system to monitor and choose Hedge funds from different strategies and with different track records.Participated in more than 30 hedge fund conferences in Europe, United States and Asia.Reporting directly to the Board of BPI Asset Management.Due Diligence Tasks: Reviewing regularly hedge fund investments, with conference calls, strategy review and on-site visits.Industry cross-checks in order to review and approve a manager background.IT tasks. Database maintenance and query on 4000 hedge funds.

Mba, Finance

Chartered Financial Analyst

Activities and Societies: UKSIP - CFA Society

Economics, Economics/Econometrics

Activities and Societies: Vice President of Students Association 1999/2000