Founder And Cio
CurrentWe are a boutique asset manager and help individuals and families grow their onshore and offshore wealth.
Oct 2022 - Present
AeroLeads people directory · profile
Marc Sauerman Email & Phone Number
Founder and CIO at Phi Global
at
Phi Global
LinkedIn matched
3 data sources
Profile completeness 100%
Who is Marc Sauerman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Marc Sauerman is listed as Founder and CIO at Phi Global at Phi Global, based in Curitiba, Paraná, Brazil. AeroLeads shows a matched LinkedIn profile for Marc Sauerman.
Marc Sauerman previously worked as Founder and CIO at Phi Global and Advisory Board Member at Hcc Hotel Specialist. Marc Sauerman holds Eng., Commercial Engineering from Solvay Brussels School Of Economics And Management.
Company email context
Email format at Phi Global
This section adds company-level context without repeating Marc Sauerman's masked contact details.
Phi Global
Review company-level records connected to Marc Sauerman before choosing the right outreach path.
Profile bio
About Marc Sauerman
Founder and CIO of Phi Global, a boutique asset and wealth manager.Prior to founding Phi Global, Marc was the manager of the Greenwich Spider FIA fund.Marc was CIO at JMalucelli Investimentos where he oversaw some USD 800 m in equity and fixed income investments. Prior to this, he was management information manager for Global Banking & Markets at HSBC Brasil. Before re-joining HSBC, Marc was Risk Manager at LeasePlan Brasil where his responsibilities included the analysis and mitigation of asset risk, credit risk and operational risk. Additionally, Marc has built up significant expertise in market risk when working as a Senior Risk Analyst at HSBC Asset Management. Marc also worked on a consulting project for the World Bank. Prior to this, he was the foreign-shareholder representative at a Brazilian firm, where he was responsible for advising the shareholders on their investment strategy and market opportunities in Latin America. Before moving to Brazil in 2002, Marc worked for Ernst & Young Corporate Finance in M&A and valuation. Marc brought with him previous experience in IPO’s and private equity deals from the Dexia Bank.Marc speaks seven languages and has extensive international experience. He holds a Commercial Engineering degree from the Solvay Business School in Brussels and is a laureate of the Prince Albert Fund.Marc loves spending time with his wife and two children. In his spare time, he enjoys reading and playing squash.Keywords in Portuguese: administração de recursos de terceiros, ações, renda fixa, renda variável, bolsa, mercado financeiro, risco de mercado, risco de crédito, risco operacional, diretor, finanças corporativas, banco de investimento, investimentos, gestão, experiência internacional.
Listed skills include Corporate Finance, Valuation, Finance, Investments, and 19 others.
Current workplace
Marc Sauerman's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles · 23 years
Marc Sauerman work experience
A career timeline built from the work history available for this profile.
Advisory Board Member
CurrentHCC owns and manages four hotels in Curitiba: Qoya - Curio Collection by Hilton, Radisson, Quality and Go Inn. The firm also manages hotels countrywide.
Jan 2017 - Present
Fund Manager
Managed the Greenwich Spider FIA fund from Oct, 2017 through Sep, 2022.
Aug 2017 - Sep 2022
Cio & Fund Manager
Jmalucelli Investimentos
Oversaw approximately USD 800 million in equity and fixed income investments. Managed the research and trading departments of the firm.
Jun 2011 - Jul 2017
Mi Manager
Global Banking & Markets management information manager. Managed a team of 5 professionals. Main responsabilities include consolidation, analysis and reporting of management information and forecasting & budgetting.
Nov 2009 - May 2011
Risk Manager
Responsibilities included asset risk, credit risk and operational risk management. Member of the local managing board.
Mar 2008 - Nov 2009
Risk Analyst
Aug 2006 - Mar 2008
Financial Analyst
Aug 2004 - Jul 2006
Consultor
2003 - 2004
~1 yr
Manager & Shareholder Representative
Packo Plurinox Do Brasil Ltda.
Advised the foreign shareholder on its investment strategy in Brazil. Advised on key financial management improvements. Performed an in-depth, country-wide market study to define the companys long-term strategy. Trained sales people on sales techniques and market strategy. Responsible for the communication between the shareholders and for conflict.
Sep 2002 - Sep 2003
Senior Consultant
Performed valuations (using Discounted Cash Flow method, comparables, ) in various industries.Advised clients on Mergers & Acquisitions and on business plan writing. Studied the potential for setting up a new service line, targeting high tech and life science firms.
Sep 2000 - Aug 2002
Corporate Finance Officer
Artesia Banking Corporation
Identified and prepared valuation analyses and presentations for IPO and SPO candidates.Co-authored research reports, including valuation, industry overview, competition analysis and SWOT analysis. Evaluated private equity deals.
Sep 1999 - Aug 2000
Consultant
Implemented a global IT solution based on SAP R/3, for Tetra Pak in Sweden. Analysed and defined the business processes involved in procurement and material requirements planning.Managed a new Knowledge Management tool.
Sep 1998 - Aug 1999
4 education records
Marc Sauerman education
Eng., Commercial Engineering
Education record
Education record
Education record
Tachkemoni
FAQ
Frequently asked questions about Marc Sauerman
Quick answers generated from the profile data available on this page.
What company does Marc Sauerman work for?
Marc Sauerman works for Phi Global.
What is Marc Sauerman's role at Phi Global?
Marc Sauerman is listed as Founder and CIO at Phi Global at Phi Global.
Where is Marc Sauerman based?
Marc Sauerman is based in Curitiba, Paraná, Brazil while working with Phi Global.
What companies has Marc Sauerman worked for?
Marc Sauerman has worked for Phi Global, Hcc Hotel Specialist, Greenwich Investimentos, Jmalucelli Investimentos, and Hsbc Bank Brasil.
How can I contact Marc Sauerman?
You can use AeroLeads to view verified contact signals for Marc Sauerman at Phi Global, including work email, phone, and LinkedIn data when available.
What schools did Marc Sauerman attend?
Marc Sauerman holds Eng., Commercial Engineering from Solvay Brussels School Of Economics And Management.
What skills is Marc Sauerman known for?
Marc Sauerman is listed with skills including Corporate Finance, Valuation, Finance, Investments, Strategy, Mergers And Acquisitions, Business Planning, and Financial Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial