Marco Túlio Coutinho Email and Phone Number
Marco Túlio Coutinho work email
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Marco Túlio Coutinho personal email
I am dedicated to empowering asset managers to excel in raising capital, equipping them with the necessary tools and knowledge to confidently navigate the intricacies of the most sophisticated Requests for Proposals (RFPs).As an experienced institutional investor and investment advisor, I bring a wealth of knowledge and expertise. With fifteen years of experience in the industry, I have honed my skills in writing RFPs, selecting and monitoring asset managers, coordinating investment due diligence, and making asset allocation decisions. With my expertise, I have authored comprehensive compliance manuals, meticulously crafted investment committee bylaws, and developed robust policies and reports addressing critical Environmental, Social, and Governance (ESG) factors, as well as Stewardship practices.In addition, I provide invaluable coaching and preparation to General Partners (GPs), ensuring they are fully equipped and poised for success during investment due diligence processes.If you are an asset manager seeking to thrive in today's competitive landscape, I'd like to talk with you about how I can help you in raising capital, enhancing your responses to RFPs, and driving your investment strategies to new heights of success.
Brunel Partners
View- Website:
- brunel-partners.com.br
- Employees:
- 17
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Institutional Sales And Investment Solutions SpecialistBrunel PartnersFederal District, Brazil
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Institutional Sales And Solutions SpecialistBrunel Partners Mar 2023 - PresentBrazil
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Investment ConsultantSelf-Employed Apr 2022 - Mar 2023I specialize in assisting asset managers in raising capital by equipping them with the necessary expertise to effectively address highly complex Requests for Proposals (RFPs) on a global scale.Additionally, I have authored compliance manuals, investment committee bylaws, as well as policies and reports about Environmental, Social, and Governance (ESG) matters and Stewardship. Furthermore, I provide coaching and preparation to General Partners (GPs) to ensure their readiness for investment due diligence processes
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Investment Manager - OffshoreFuncef Nov 2020 - Mar 2022- Managed the offshore portfolio through a Fund of Funds structure (UCITS and ETFs), managing 4+ analysts.- Wrote RFPs and evaluated their responses and proposals.- Coordinated investment due diligence.- Answered to the Executive Board and reported to the Trustees Board.- Member of the Strategic Asset Allocation Committee. -
Head Of New Business - Alternative Investments | Private Equity | Venture Capital | OffshoreFuncef Jan 2017 - Dec 2021Brasília, Distrito Federal- Lead the Alternative Investments (Private Equity and Venture Capital) funds selection.- Coordinate investment due diligence.- Answer to the Executive Board and report to the Trustees board.- Member of the Strategic Asset Allocation Committee.- Engaged in risk/return studies and reports that resulted in an expressive change on the Investment Policy Statement regarding Alternative Investments.- Coordinated the development of FUNCEF’s internal ESG policies.
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Principal At Stewardship CommitteeFuncef Nov 2017 - Oct 2021
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Member Of The Internal Esg CommitteeFuncef Aug 2018 - Nov 2020
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Central-North Investment Technical CommitteeAbrapp - Associação Brasileira Das Entidades Fechadas De Previdência Complementar Feb 2018 - Mar 2022Brasília Area, Brazil -
TeacherSelf-Employed Jan 2008 - Dec 2021Brazil- Developed and taught training focused on investment certifications for the Brazilian market, personal finance, asset allocation, derivatives, and futures.- Trained 10+ new instructors and 1000+ candidates to investment certifications with a high approval rate.
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Private Equity / Venture Capital AnalystFuncef Jul 2013 - Dec 2016Brasília Area, BrazilSupported decisions at 100+ investment proposals (funds, direct, and co-investment opportunities), totaling more than BRL 9 billion analyzed and BRL 800 million committed. This job consists of evaluating (among others):- Managers track record, experience, resumés, turnover, and financial agreements.- Investment thesis, ESG policies, economic-premises, internal processes, risk, and compliance.- Perform due diligence, valuations, and negotiating terms and by-laws.
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Head Of Investment Advisors’ | Team Management | Client RelationshipXp Investimentos Jul 2011 - Jun 2013Brasília Area, Brazil- Leaded the investment advisors’ team, managing 40+ advisors.- Overseed projects or workstreams within broader projects and provided mentorship.- Supported staff in the professional and personable delivery of client service.- Recruited 20+ new advisors.- Trained 100+ investment advisors countrywide.- Increased offices AUM by five times in two years. -
Senior Investment Advisor | Client Relationship | BrokerXp Investimentos Dec 2009 - Jun 2011Brasília Area, Brazil- Established a client base of high-net-worth individuals, families, business owners, and foundations and manage their complex financial needs.- Leveraged investment strategy to create customized wealth management and investment services for clients, understanding their needs and delivering products and services that fit their needs.- Provided high-quality investment advice across the full range of products (alternatives, equities, fixed income, foreign, domestic, private pension funds, and personal insurance) to ensure total client satisfaction.- Produced high-quality plans through a well-developed and documented Investment and Wealth Planning process.
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Founding Partner | Investment Advisor | Client Relationship | BrokerExponencial Investimentos Aai, Afiliada Xp Investimentos Jan 2008 - Nov 2009Brasília Area, Brazil- Prospected investors and new business.- Stock Exchange broker specialized in structured operations, futures, and derivatives.
Marco Túlio Coutinho Skills
Marco Túlio Coutinho Education Details
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Curso De Compliance Financeiro -
Postgraduate Degree -
Postgraduate Degree
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Centro Universitário Euro-Americano - UnieuroBachelor'S Degree
Frequently Asked Questions about Marco Túlio Coutinho
What company does Marco Túlio Coutinho work for?
Marco Túlio Coutinho works for Brunel Partners
What is Marco Túlio Coutinho's role at the current company?
Marco Túlio Coutinho's current role is Institutional Sales and Investment Solutions Specialist.
What is Marco Túlio Coutinho's email address?
Marco Túlio Coutinho's email address is ma****@****nho.com
What schools did Marco Túlio Coutinho attend?
Marco Túlio Coutinho attended Lec - Legal, Ethics & Compliance, Universidade Candido Mendes, Universidade Candido Mendes, Centro Universitário Euro-Americano - Unieuro.
What skills is Marco Túlio Coutinho known for?
Marco Túlio Coutinho has skills like Financial Markets, Valuation, Private Equity, Capital Markets, Business Intelligence, Investment Banking, Trading, Investment Strategies, Derivatives, Corporate Finance, Asset Allocation, Financial Modeling.
Who are Marco Túlio Coutinho's colleagues?
Marco Túlio Coutinho's colleagues are Isabella Buckov, Guilherme Torres E Torres, Marcela N, Pietra Melari Prati, Artur Leal Dantas, Nick Smale, Pedro Arão Baquini.
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