Marc Sauerman personal email
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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.
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Founder And CioPhi Global Oct 2022 - PresentCuritiba, BrazilWe are a boutique asset manager and help individuals and families grow their onshore and offshore wealth. -
Advisory Board MemberHcc Hotel Specialist Jan 2017 - PresentCuritiba, Paraná, BrazilHCC owns and manages four hotels in Curitiba: Qoya - Curio Collection by Hilton, Radisson, Quality and Go Inn. The firm also manages hotels countrywide. -
Fund ManagerGreenwich Investimentos Aug 2017 - Sep 2022Curitiba Area, BrazilManaged the Greenwich Spider FIA fund from Oct, 2017 through Sep, 2022. -
Cio & Fund ManagerJmalucelli Investimentos Jun 2011 - Jul 2017Oversaw approximately USD 800 million in equity and fixed income investments. Managed the research and trading departments of the firm.
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Mi ManagerHsbc Bank Brasil Nov 2009 - May 2011Curitiba Area, BrazilGlobal Banking & Markets management information manager. Managed a team of 5 professionals. Main responsabilities include consolidation, analysis and reporting of management information and forecasting & budgetting. -
Risk ManagerLeaseplan Mar 2008 - Nov 2009São Paulo Area, BrazilResponsibilities included asset risk, credit risk and operational risk management. Member of the local managing board. -
Risk AnalystHsbc Asset Management Aug 2006 - Mar 2008São Paulo Area, Brazil -
Financial AnalystHsbc Bank Brazil Aug 2004 - Jul 2006Curitiba Area, Brazil -
ConsultorStcp 2003 - 2004Curitiba Area, Brazil -
Manager & Shareholder RepresentativePacko Plurinox Do Brasil Ltda. Sep 2002 - Sep 2003Ribeirão Preto Area, BrazilAdvised 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 management.
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Senior ConsultantErnst & Young Corporate Finance Sep 2000 - Aug 2002Antwerp Area, BelgiumPerformed 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. -
Corporate Finance OfficerArtesia Banking Corporation Sep 1999 - Aug 2000Brussels Area, BelgiumIdentified 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.
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ConsultantPricewaterhousecoopers Sep 1998 - Aug 1999Brussels Area, BelgiumImplemented 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
Marc Sauerman Education Details
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Commercial Engineering -
Tachkemoni
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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