Raphael Bettin Email & Phone Number

São Paulo, Brasil

Financial advisory company, serving private and institutional clients, offering global portfolio solutions.

São Paulo, Brasil

Partnered with Brazilian financial group XP, Inc to start a boutique investment company.After 9 months, merged with an established Brazilian economic group with 100 employees and billion+ in transactions. Assets under custody reached $500mm.Expanded its team from initially 2 partners, to 10.Developed a strong pipeline with over 2 billion USD in transactions and mandates in M&A, real estate, credit, legal claims and court-ordered government debt (judiciary bonds).Placed the company among the fastest growing firms in the sector.Developed and implemented strong governance and strong ethics standards, creating a corporate structure.Partnered with Swiss group Saf & Co (Safdie family), opened a rep office in Geneva (Switzerland), to provide offshore services.

Dinamarca

Lisboa, Portugal

Itália

Londres, Inglaterra, Reino Unido

CF-30 licensed by the United Kingdom - Financial Conduct Authority, serving institutional and private clients.Focus on global-macro & event-driven allocation strategies.Developed cross-border equities and fixed-income trading (DVP) between U.S banks and Latin American investors, through SEC 15a-6 (b) rule.Analyzed long-only Sharia law compliant investment products for Middle-Eastern investors.

Suíça

Estados Unidos

Argentina

São Paulo, Brasil

Advised and managed Oil & Gas equities portfolio with ~$300mm USD in assets.Established and expanded strategic partnerships with major asset managers and banks.Worked with tech team to develop HFT (High-Frequency-Trading) strategies using CEP (Complex-Event-Processing) in low latency environment. Oversaw portfolio strategy and ALM - Asset/Liability Management with treasury.

São Paulo

Top producer, trading on a daily basis approximately 10% of the Brazilian equity index futures market volume, with consistently positive returns, using proprietary macroeconomic modeling strategies.Provided intraday liquidity for major players (J.P Morgan NY and Itau BBA) on equity-index arbitrage, representing ~$25bn USD/year in notional value, ranking the company top five in trading volume.Generated substantial alpha during the Global Financial Crisis (2007/2008), as a result of increased volatility, under extremely adverse market conditions.

São Paulo, Brasil

Responsible for opening over 200 brokerage accounts during the first year, raising over $50mm USD.Managed team of +10 brokers during high IPO season, placing the firm amongst the largest retail brokers in Brazil.Managed and executed trades in equities and FICC products (Fixed-Income, Currencies, Commodities) for a group of UHNW clients, whose combined net worth exceeded $10bn USD in assets.Reported directly to the CEO (Ezra Safra) and board of directors. Developed and executed strategies that led to a substantial increase in the customer base, ranking the institution among the top ten in trading volume.Led a pioneer project in Brazil that implemented direct-market-access and risk management tools for retail- and institutional investors, resulting in a ten-fold increase in revenues for the brokerage division, culminating in the successful acquisition of the company by Citigroup in 2008.

At the age of 13, started working with investments by providing support for a multi-family-office, using DOS based BBS (Bulletin Board System) "Video-Text" quotation platform and FM radio signal, prior to the inception of the Internet. Monitored and assisted managing portfolios in equities, foreign exchange and derivatives.Traded Brazilian and U.S stocks, Futures and Options through Rediplus and Patsystem platforms.Developed a profitable systematic trading strategy for U.S technology equities prior to the introduction of Nasdaq Super-SOES (Small Order Entry System).Featured in national media (Revista Veja, Bloomberg, Gazeta Mercantil, Jornal Folha de SP, Jornal Valor Economico, and others) for having successfully predicted the burst of the Dot-com bubble in 1999/2000, protecting portfolios against volatile scenario.

Economics

Miami, Florida - Usa

Esl Course, Malibu, California - Usa

Education record

Education record

Education record