Júlio Gonzales de Carvalho, CFA, CAIA
Associate Director @ Trans-Canada Capital
Canada
Montreal
Investment Management
Negotiation, Private Credit, Investment Strategies, Hedge Funds, Financial Instruments, Attention to Detail, Due Diligence, Risk Management, Finance, Investments, Investment Funds, Quantitative Finance, Derivatives, Regulatory Risk, Corporate Finance, Market Risk, Wealth Management, Credit Risk, Capital Markets, Financial Markets
Experience
Associate Director
Trans-Canada Capital
Montreal, Canada Area
• Global Investor in hedge funds and related co-investments. • Global investor in private debt funds and co-investments across private equity, private debt, infrastructure and real estate;
Teaching Assistant
University of Toronto - Rotman School of Management
Toronto, Canada Area
Teaching Assistant of the courses: 1. Financial Markets 2. Fixed Income and Security Analysis 3. Capital Markets Theory 4. Portfolio Management and Security Analysis
Corporate Treasury Summer Associate - Portfolio Management, Strategy and Execution
RBC
Toronto, Canada Area
• Built fixed income tools (Credit Relative Value Framework) to improve investment decision
Portfolio Manager - Pension Funds, Insurance Businesses and Endowments
Itaú Unibanco
São Paulo Area, Brazil
• Total Fund Management, co-managing over CAD 20B across different asset classes and risk profiles, involving indirect and direct investment strategies • Co-managed CAD 4B corporate credit / private bonds portfolio • Co-managed CAD200M equity / hedge funds portfolio. Strategies were implemented through external managers • Managed real estate portfolio worth CAD 200M • Built model to hedge 5 LatAm equity seed money portfolios from ground up totaling CAD 200M; involved short- selling a composite of LatAm ETFs; strategy implemented at start of volatile period in Brazil; avoided CAD 30M loss
Senior Analyst - Wealth Management Market and Credit Risk
Itaú Unibanco
São Paulo Area, Brazil
• Conducted over 50 risk due diligences in external managers (private investments and mutual funds) • Performed presentations for institutional clients to sell risk services
Senior Market Risk Analyst
Itaú Unibanco
São Paulo Area, Brazil
• Improved the bank’s capital efficiency by implementing a model to identify regulatory market capital exposure, enabling senior management to act focused to control market capital allocation • Conducted daily calls with treasury department to detail FX exposure and hedging options
Engineer - Volkswagen Rotational Program
Volkswagen do Brasil
Analyst
Santander Brasil
Intern
Santander Asset Management
Intern
Volkswagen Group
Wolfsburg Area, Germany
Education
University of Toronto - Rotman School of Management
Investment Management
• GMAT: 720 • Recipient of the John H. Watson Scholarship in Value Investing • Private Investments Vice President - Rotman Asset Management Association (RAMA) • Portfolio Manager at Rotman Student Investment Fund (RSIF) • Finalist at 2017 OTPP Portfolio Management Competition - RAMA • The Marquee Group Courses – Financial Modelling I, II and III
UFSCar - Alumni
Industrial Engineering
Júlio Gonzales de Carvalho, CFA, CAIA's Contact Information
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