Hire the Best Capital Markets Specialists
in Brazil

📈 Meet Diego, Your Value Investing Guide! 🚀 Are you seeking a seasoned investment advisor who can navigate the dynamic world of finance with a strong focus on value investing? Look no further! I'm here to empower you with the knowledge and strategies needed to make informed investment decisions. With years of experience in the financial industry, my passion lies in helping individuals like you uncover hidden gems within the market. As a dedicated value investor, I firmly believe in the timeless principles of Benjamin Graham and Warren Buffett, emphasizing the importance of thorough analysis, long-term thinking, and identifying undervalued assets. My mission is to guide you on a path to sustainable wealth creation, providing personalized investment advice and financial analysis tailored to your unique goals and risk tolerance. Together, we'll explore opportunities in the market, seeking out companies with solid fundamentals, competitive advantages, and significant growth potential. Through a meticulous approach to research and analysis, I will equip you with the tools to identify businesses trading at a discount to their intrinsic value. We'll delve into financial statements, dissect key ratios, and carefully evaluate management teams to ensure you make sound investment choices. Beyond just identifying attractive investments, I'm committed to cultivating your financial literacy and empowering you to make confident decisions independently. I'll share valuable insights, proven strategies, and practical tips to help you build a robust portfolio while mitigating risks along the way. Whether you're a seasoned investor seeking to refine your value investing approach or a beginner eager to embark on your investment journey, I'm here to support you every step of the way. Together, we'll unlock the potential of the market, uncover hidden opportunities, and work towards achieving your long-term financial aspirations. So, let's embark on this exciting investment adventure together and uncover value where others may not see it. Get ready to make informed decisions, seize lucrative opportunities, and embark on a prosperous path to financial success! Reach out to me for personalized investment advice and financial analysis rooted in the principles of value investing. Let's grow your wealth strategically and intelligently! 💼💰

Economist from Fluminense Federal University, Brazil and Master in Business Administration and Finance from COPPEAD School of Business – Federal University of Rio de Janeiro, Brazil. I’m a CFA charterholder, having passed all three levels in the first attempt. Throughout my 13 years of experience working in the financial area, I have directly engaged in activities related to Corporate Finance and Financial Markets, as Portfolio Management, fundraising through capital markets, defining the optimal capital structure, modeling of the Balance Sheet, Income Statement, and Cash Flow, as well as multi-year budgeting, short and long-term cash flow projections, valuation, and M&A projects (investments and divestments). Education • CFA Institute (Chartered Financial Analyst) CFA charterholder - Completed in February/2025. • Master Degree Business Administration – Focus in Finance, COPPEAD School of Business – Federal University of Rio de Janeiro (March 2014 – August 2016) - concluded. • Bachelor Economics – Fluminense Federal University (March 2008 - December 2011) – concluded. Languages Portuguese: Mother tongue English: Upper Intermediate (B2-C1 Certified by Oxford House College -Toronto – November 2023) Spanish: Basic. Professional Experience Sulamérica S/A (Rede D’or São Luiz since December 2022) – December 2015 – July 2023 (Largest player in the Brazilian Healthcare sector –Hospitals and Insurance Company) Financial Manager (July 2019 – July 2023) As a Financial Manager overseeing teams of 5 to 10 people, I held responsibility for the Investment Portfolio of the largest healthcare company in Brazil (approximately R$ 20 billion). I used to make investment decisions in conjunction with the SulAmerica's Asset Management firm, allocating assets across a diverse range of Equity, Fixed Income, and Multimarket funds and monitoring market risk using VaR, Stress and Loss Stop metrics. I also served as the lead for fundraising through issuances in the Brazilian capital market and bank credit summing up to R$ 3.4 billion. I have always maintained direct contact with the management, regularly submitting materials to the Board of Directors. Additionally, I participated in Investment Committee meetings at SulAmérica S/A, alongside directors and the majority shareholder. After the acquisition of SulAmérica by Rede D'or, I played a direct role in the integration between the companies with a focus on synergies and took on responsibility for the Investment Portfolio of the Rede D'or group. Other responsibilities in this role: • Managing Indebtedness and Company Rating • FP&A of Investment Portfolio • Asset Liability Management (ALM) • Short-term cash management • Fulfill of regulatory needs (Brazilian Regulatory Agency for Private Health Insurance and Plans, Superintendence of Private Insurance of Brazil, Central Bank of Brazil, Securities and Exchange of Brazil) • IFRS 9, IFRS 16 e IFRS 17 (discount rate) • Multi-year budget • Footnotes related to investment portfolio and indebtedness Investment Consultant (March 2018 – July 2019) • Debenture Issuance of R$ 700 million • Relationship with rating companies; • Implement of Capital Plan (capital structure) • Long-term forecast of financial results Senior Financial Analyst (December 2015 – March 2018) • Cash Flow: actual x budget • Short- and Long-Term cash flow forecast • Equity transactions between companies of SulAmérica Group • Analysis of balance sheet, income statement and cash flow statement • Valuation • Cash Flow budget • Support on M&As projects • Implement of minimum cash rules CR2 Empreendimentos Imobiliários S/A – May 2010 – January 2014 (Real Estate Company) Investor Relations and Financial Planning Analyst (May 2010 – May 2012 as an Intern and May 2013 – January 2014 as an Analyst) • Forecast of balance sheet, income statement and cash flow statement • Economic feasibility studies • Earnings Release and footnotes • Managing of American Depositary Receipts • Relationship with shareholders and partners Treasury Analyst (May 2012 – May 2013) • Cash Management • Portfolio allocation • Equity transactions between companies of CR2 Group • Indebtedness management Opção Consultoria – June 2009 – May 2010 – Financial Consultant (Junior Firm of Economics from Universidade Federal Fluminense) Additional Information • English Course: Oxford House College, Toronto (Upper Intermediate); Cultura Inglesa and Corporate English (PROLEM – UFF) – Completed • CPA 20 Certification (Brazilian Association of Financial and Capital Market Entities) • Excel: Advanced • Bloomberg and Quantum Finance: Basic • Hyperion / Smart View / EPM Cloud • Accenture Risk Control • PeopleSoft

I'm the person senior founders and executives bring in as a "second brain" when a high-stakes narrative or decision needs to go from "we know what we mean" to "everyone in the room gets it and acts on it." I start by defining: what's the story, what has to be said, what proof supports it, and what's cut. Then come slides, after the thinking is done. I've worked this way behind the scenes for senior leaders at: - Chime (US) — internal leadership communication, culture and engagement messaging, working directly with a senior executive on materials for company-wide moments - A Pontiva (US) healthcare-focused PE fund — built the research, scoring model, and segmented outreach strategy behind a capital raise - eMed (US) — operational narratives and enablement materials, embedded with leadership Rare Inc. (Brazil) — fundraising messaging and impact storytelling Alice Health & Arvo AI (Brazil) — team enablement systems, sales narrative, and internal operational communication at fast-scaling healthtech startups What I deliver: ✔ The narrative structure behind a fundraising deck, board update, or major internal announcement ✔ Research and decision-support models (scoring, prioritization, segmentation) that back up the story with numbers ✔ Final assets — decks, docs, talking points How I work: Deep dive — I ask questions until I understand your business and your goal. Strategy — before anything gets built, we agree on what this needs to accomplish and for whom. Narrative — I structure the argument slide-by-slide (or section-by-section). Design — visuals that serve the argument instead of competing with it. I use AI to move faster on research synthesis and drafting, not to replace judgment or thiinking. If you're heading into a fundraise, a board moment, or an internal shift that needs to land clearly, let's talk. Skills tags Pitch Deck, Investor Presentation, Fundraising Strategy, Executive Communications, Narrative Design, Startup Consulting, Business Strategy, Market Research, Change Management, Stakeholder Communication, Scoring Models, Go-to-Market Strategy, Internal Communications, Presentation Design, Storytelling

With over 10 years immersed in the banking world, my roles have included everything from data entry and administrative support to institutional management at the second-largest bank in the country. Subsequently, my journey as a trader has allowed me not only to understand market movements but also to develop an intuition for identifying opportunities and managing risks effectively. I analyze macroeconomic data and market trends to achieve above-average results in trading stocks and futures. Additionally, I love sharing my knowledge and passion for the financial market. As a content creator, I have the opportunity to simplify complex concepts and make them accessible to the public. Whether through an educational video or an informative article, my goal is always to provide engaging and enlightening experiences, fostering solid relationships. After all, at the end of the day, it all comes down to the people and the connections we make.

I’m an Investment Consultant & Financial Planning Specialist with strong experience supporting individuals and businesses to grow and protect their wealth. ✅ What I do best: • Build and manage personalized investment portfolios with focus on security, profitability, and long-term growth. • Day trading in USD markets, crypto, forex, and Brazilian equities with solid risk management strategies. • Strategic financial planning, cash flow optimization, and credit structuring for high-net-worth clients. I combine technical knowledge, dollar market specialization, and a client-first mindset to deliver clear results. Let’s turn financial goals into real outcomes

📈 Economics/Finance/ Fintech/ Equities 💱 Forex/Stock Market ⛓️ Blockchain/Crypto I help financial institutions, fintech companies, brokers, publishers, and digital platforms develop high-quality content and localization for Brazilian and international audiences. Financial content writer, EN/PT-BR financial localization specialist, and equity analyst with experience across traditional finance, personal finance, capital markets, trading platforms, fintech, and digital assets. Throughout my career, I have worked with companies and publications such as Octa, Mitrade, Seeking Alpha, Shopify, Remitly, FBS, and Cryptonews, delivering content and localization projects that support user acquisition, engagement, education, and brand credibility. My work includes market news, investment analysis, editorial content, and SEO-focused articles tailored to both global and local audiences. ✅ What I provide: • Financial content writing in English and Brazilian Portuguese • EN/PT-BR localization for financial products and platforms • Post-AI editing, revision, and optimization of texts, articles, posts, and courses • Editorial support for investor-facing, product-facing, and educational content • Alignment of terminology, tone of voice, and messaging with local market expectations 📚 Experienced in subjects such as: • Stocks, ETFs, and equity research • Personal finance and wealth-building content • Macroeconomics and market commentary • Forex, CFDs, and trading platforms • Financial journalism and investment-focused editorial work • Fintech, payments, and digital assets What differentiates my work is the combination of linguistic expertise and direct market knowledge. In addition to my background in writing and localization, I actively work with financial analysis and investment content, which allows me to approach complex material with the technical precision, commercial awareness, and contextual judgment expected in the financial sector. Despite being highly proficient in the Financial sector, you can rest assured that my experience and capability to deliver a professional EN/PT-BR translation within other fields are also guaranteed. ----- Tools: • Microsoft Office/Google Docs, Sheets • Phrase, Crowdin, MateCat, SmartCat, MemoQ • ChatGPT • WordPress • Canva • WordPress Translation plugins: WPML, Polylang, LocoTranslate