Daniel Gonçalves Pereira, CAIA, CGA, CNPI

Experience

• 

  FGV Brazil

  Jan 2004 - Jan 2005

  Estagiário
• 

  Lopes Filho & Associados, Consultores de Investimentos Ltda.

  Jan 2006 - Jan 2009

  Capital Markets Analyst
• 

  Petros - Fundação Petrobras de Seguridade Social

  Jan 2009 - Jul 2023

  Executive manager responsible for two teams in complementary activities: definition of investment policies for managed retirement plans and implementing asset allocation studies; and selection and supervision of investiments in third party assets managers in all kind of markets (equity and fixed income, locally and globally). Lead the team responsible for definition of investment policies for managed retirement plans, implementing asset allocation studies by development of proprietary otimization models and present the overall investment results for all plans in a variety kind os stakeholders (board of directors, council of directors, severall committes and sponsor representatives). Working for more then 2 years in active management of fixed income portfolios, participating in both macroeconomic discussions and investment decisions, as well as executing operations. Almost 2 years in investment planning, discussing allocation for diferents kinds of retirement plans, where i win a whole integrated view for the life of the plan and the impact of diferents investments in acomplish the target return and the cash flow. Almost 6 years working with equities and relevant holdings, when i was exposed for business discussion with the top management team of the invested companies.

  • Fund of Funds and Allocation Executive Manager

    Jan 2021 - Jul 2023

  • Allocation Manager

    Jan 2020 - Jan 2021

  • Fixed Income Analyst, Co-Manager and Trader

    Jan 2017 - Jan 2020

  • Investment Planning Analyst

    Jan 2016 - Jan 2017

  • Equity Investment Analyst

    Jan 2009 - Jan 2015
• 

  Oi

  Jan 2010 - Jan 2011

  Member of the HR and Remuneration Committee
• 

  Sete Brasil Participações S.A.

  Jan 2011 - Jan 2012

  Alternate Member of the Supervisory Board
• 

  INVEPAR

  Jan 2011 - Jan 2015

  • Member of the Finance and Investment Committee

    Jan 2012 - Jan 2015

  • Member of the HR and Governance Committee

    Jan 2011 - Jan 2015
• 

  Log-In Logística Integrada

  Jan 2011 - Jan 2012

  Member of the Finance Committee
• 

  Oi

  Jan 2012 - Jan 2015

  • Member of the HR and Remuneration Committee

    Jan 2012 - Jan 2015

  • Member of the Finance and Budget Committee

    Jan 2012 - Jan 2015

  • Alternate Member of the Supervisory Board

    Jan 2012 - Jan 2012
• 

  Norte Energia

  Jan 2012 - Jan 2016

  Alternate Member of the Supervisory Board
• 

  Eldorado Brasil Celulose S/A

  Jan 2013 - Jan 2015

  Member of the Audit, Finance and Risk Management Committee