Marc Sauerman

Marc Sauerman Email and Phone Number

Founder and CIO at Phi Global @ Phi Global
Marc Sauerman's Location
Curitiba, Paraná, Brazil, Brazil
Marc Sauerman's Contact Details

Marc Sauerman personal email

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.

Marc Sauerman's Current Company Details
Phi Global

Phi Global

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Founder and CIO at Phi Global
Marc Sauerman Work Experience Details
  • Phi Global
    Founder And Cio
    Phi Global Oct 2022 - Present
    Curitiba, Brazil
    We are a boutique asset manager and help individuals and families grow their onshore and offshore wealth.
  • Hcc Hotel Specialist
    Advisory Board Member
    Hcc Hotel Specialist Jan 2017 - Present
    Curitiba, Paraná, Brazil
    HCC owns and manages four hotels in Curitiba: Qoya - Curio Collection by Hilton, Radisson, Quality and Go Inn. The firm also manages hotels countrywide.
  • Greenwich Investimentos
    Fund Manager
    Greenwich Investimentos Aug 2017 - Sep 2022
    Curitiba Area, Brazil
    Managed the Greenwich Spider FIA fund from Oct, 2017 through Sep, 2022.
  • Jmalucelli Investimentos
    Cio & Fund Manager
    Jmalucelli Investimentos Jun 2011 - Jul 2017
    Oversaw approximately USD 800 million in equity and fixed income investments. Managed the research and trading departments of the firm.
  • Hsbc Bank Brasil
    Mi Manager
    Hsbc Bank Brasil Nov 2009 - May 2011
    Curitiba Area, Brazil
    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.
  • Leaseplan
    Risk Manager
    Leaseplan Mar 2008 - Nov 2009
    São Paulo Area, Brazil
    Responsibilities included asset risk, credit risk and operational risk management. Member of the local managing board.
  • Hsbc Asset Management
    Risk Analyst
    Hsbc Asset Management Aug 2006 - Mar 2008
    São Paulo Area, Brazil
  • Hsbc Bank Brazil
    Financial Analyst
    Hsbc Bank Brazil Aug 2004 - Jul 2006
    Curitiba Area, Brazil
  • Stcp
    Consultor
    Stcp 2003 - 2004
    Curitiba Area, Brazil
  • Packo Plurinox Do Brasil Ltda.
    Manager & Shareholder Representative
    Packo Plurinox Do Brasil Ltda. Sep 2002 - Sep 2003
    Ribeirão Preto Area, Brazil
    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 company’s long-term strategy. Trained sales people on sales techniques and market strategy. Responsible for the communication between the shareholders and for conflict management.
  • Ernst & Young Corporate Finance
    Senior Consultant
    Ernst & Young Corporate Finance Sep 2000 - Aug 2002
    Antwerp Area, Belgium
    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.
  • Artesia Banking Corporation
    Corporate Finance Officer
    Artesia Banking Corporation Sep 1999 - Aug 2000
    Brussels Area, Belgium
    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.
  • Pricewaterhousecoopers
    Consultant
    Pricewaterhousecoopers Sep 1998 - Aug 1999
    Brussels Area, Belgium
    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.

Marc Sauerman Skills

Corporate Finance Valuation Finance Investments Strategy Mergers And Acquisitions Business Planning Financial Analysis Financial Markets Analysis Financial Risk Private Equity Business Strategy Banking Risk Management Portfolio Management Equities Competitive Analysis Financial Modeling Mergers Marketing Strategy Forecasting Budgets

Marc Sauerman Education Details

Frequently Asked Questions about Marc Sauerman

What company does Marc Sauerman work for?

Marc Sauerman works for Phi Global

What is Marc Sauerman's role at the current company?

Marc Sauerman's current role is Founder and CIO at Phi Global.

What is Marc Sauerman's email address?

Marc Sauerman's email address is ma****@****ail.com

What schools did Marc Sauerman attend?

Marc Sauerman attended Solvay Brussels School Of Economics And Management, Universidad Carlos Iii De Madrid, Technion - Israel Institute Of Technology, Tachkemoni.

What skills is Marc Sauerman known for?

Marc Sauerman has skills like Corporate Finance, Valuation, Finance, Investments, Strategy, Mergers And Acquisitions, Business Planning, Financial Analysis, Financial Markets, Analysis, Financial Risk, Private Equity.

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