Werner Roger

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

BNP Paribas Asset Management Brasil Ltda. (BNPPAM) is the Brazilian asset management arm of Banco BNP Paribas Brasil SA, itself a subsidiary of BNP Paribas SA (XP: BNP, ADR: BNPQY) in France. The firm is headquartered in Sao Paulo and was founded in 1998. BNPPAM provides competitive investment options for high-net worth individuals, pension funds, insurance companies and foreign investors.

Itaú Unibanco SA is the asset management subsidiary of Itaú Unibanco Holding SA (BVMF: ITUB4; NYSE: ITUB) in Brazil. The firm was created as Banco Itaú SA when Unibanco and Itaú merged. Headquartered in Sao Paulo, Itaú Unibanco provides a full line of banking services to individual, institutional and corporate clients.

Part of Citigroup, Inc., Banco Citibank SA provides investment advice. The company is based in São Paulo, Brazil. The Brazilian company was founded in 1994. Marcelo Marangon has been the CEO of the company since 2017.

Part of Morgan Stanley, Morgan Stanley Corretora de Valores Mobiliarios SA is a Brazilian company that offers specialized investment solutions to help clients achieve their investment goals. The company is based in São Paulo, Brazil. The company also provides processes and services to protect clients from cyber threats and online fraud. The company was founded in 2001. Alessandro Zema has been the CEO of the company since 2008.

Bradesco SA CTVM is the securities brokerage subsidiary of Banco Bradesco BBI SA, itself owned by Banco Bradesco SA (BVMF: BBDC4) in Brazil. Headquartered in Sao Paulo, the firm provides full spectrum of brokerage services specifically tailored for both retail and institutional investors.

Santander CCVM SA is a brokerage firm headquartered in Sao Paulo, Brazil. The firm was founded in 1982 and is a subsidiary of Banco Santander (Brasil) SA (BVMF: SANB3; NYSE: BSBR). Santander provides brokerage services to their clients.

Itaú Corretora de Valores SA is a brokerage company based in São Paulo, Brazil. Part of Itaú Unibanco Holding SA, Itaú Corretora de Valores SA provides brokerage services. The Brazilian company was founded in 1965 and Leonard Bruno Linnet has been the CEO of the company since 2021.

Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services.

Part of G5 Participações Ltda, G5 Gestora de Recursos Ltda. is a financial services company based in São Paulo, Brazil. G5 Gestora de Recursos specializes in wealth management, financial restructuring, and real estate services. The Brazilian company was founded in 2011 by Renato Klarnet, Marcelo Lajchter, Corrado Varoli. Corrado Varoli has been the CEO since 2011.

AZ Quest Investimentos Ltda. (AZ Quest) is the Brazilian asset management subsidiary of AZ Brasil Holdings Ltda., ultimately held by Azimut Holding SpA (BIT: AZM, ADR: AZIHY) in Italy. The firm was founded by Luiz Carlos Mendonça de Barros in 2001. Headquartered in Sao Paulo, AZ Quest offers investors a diversified platform of high quality products in Equities, Macro, Private Credit and Arbitrage strategies.

Part of Porto Seguro Itau-Unibanco Participaçoes SA, Porto Seguro Investimentos Ltda. The company is based in São Paulo, Brazil. is a Brazilian company that offers a Capitalization Title for Rent, which allows you to rent a property without a guarantor and also participate in sweepstakes. The company was founded in 2012. Roberto de Souza Santos has been the CEO of the company since 2018.

Part of Plurimax Investimentos e Participações Ltda., Plurimax Gestão de Recursos Ltda. is a company based in São Paulo, Brazil. Plurimax Gestão de Recursos provides investment advice. The Brazilian company was founded in 2008. Jin Whan Oh has been the CEO of the company since 2008.

Kondor Administradora e Gestora de Recursos Financieros Ltda. (Kondor Invest) is an independent asset management firm headquartered in in Sao Paulo, Brazil. The firm was founded in 2006 by Rodrigo Veiga and Marc Kattan. Kondor Invest manages the Kondor funds for individual and corporate investors.

Empire Capital Gestão de Recursos Ltda. is a Brazilian company based in São Paulo, Brazil. and has subsidiaries in Brazil. The Brazilian company was founded in 2005 by Frederico Mesnik. Clóvis Souto has been the CEO of the private company since 2017. provides investment advice.

Part of Banco Daycoval SA, Daycoval Asset Management Administração de Recursos Ltda. is a company based in São Paulo, Brazil. Daycoval Asset Management is a Brazilian investment management company that offers a range of investment funds, including fixed income, equity, and pension funds. The company's investment approach is based on a competent risk management strategy that uses alternative scenarios to evaluate performance and risk. Daycoval Asset Management provides a simple and easy way to invest in their products and services, with a team of specialists available to assist clients. The company was founded in 2004, and Morris Dayan has been the CEO of the company since 2004.

Ibiúna Macro Gestão de Recursos Ltda. The company is based in São Paulo, Brazil. Ibiúna Investimentos manages over $35 billion in assets distributed in three funds\: macro, shares, and credit. The Brazilian company believes that initiatives that have a positive impact on society are fundamental in any line of business. The company incorporates investment processes fully into the different assets they operate. The company has the support of an external consultancy specializing in sustainable finances to monitor and measure ex-exit factors for managed portfolios, as well as supporting the integration of these factors with asset analysis and management processes. is a Brazilian independent resource manager that was founded in 2010 by Rodrigo Telles da Rocha Azevedo and Mário Gomes Torós. Mário Gomes Torós has been the CEO since 2010.

AMS Capital Ltda., do-business-as M. Safra & Co. Money Managers, is a privately-held asset management firm headquartered in São Paulo, Brazil. The firm was founded by Ezra Moise Safra as Everest Participações Ltda. in 1998 to manage resources of the Safra family. AMS Capital offers investment funds for qualified investors, individuals and companies.

JPMorgan Administradora de Carteiras Brasil Ltda. (JPMorgan Brazil) is the asset management subsidiary of JPMorgan Asset Management Holdings, Inc., which is ultimately held by JPMorgan Chase & Co. (NYSE: JPM. Headquartered in Sao Paulo, JPMorgan Brazil was founded in 2010 and provides asset management services to institutions, intermediaries and individuals.

Borduna Capital Gestão de Recursos Ltda is a private company based in São Paulo, Brazil. Borduna Capital Gestão de Recursos Ltda provides investment advice. The Brazilian company was founded in 2010 by Juan Morales, Alexandre Arno Abuleac, and Alexandre Arno Abuleac has been the CEO since 2010.

Sul América Investimentos Gestora de Recursos SA (SulAmérica Investimentos) is the asset management subsidiary of Sul América Investimentos DTVM SA, ultimately held by Rede D'Or São Luiz SA (BVMF: RDOR3) in Brazil. Founded in 2015, the firm is headquartered in Sao Paulo and manages assets for a range of clients such as pension funds, insurers, companies, financial institutions, family offices, brokers, distributors and high-net worth individuals. SulAmérica Investimentos is a signatory to the UN Principles for Responsible Investment (UNPRI) and seeks to incorporate environmental, social and corporate governance matters into their business practices.

Part of The Goldman Sachs Group, Inc., Goldman Sachs do Brasil CTVM SA is a financial company based in São Paulo, Brazil. In 1995, the Brazilian company established its mergers and acquisitions advisory business in Brazil. The São Paulo office offers a diverse portfolio of products and services, providing clients with access to local experts and the worldwide reach of Goldman Sachs. The company is committed to helping the communities where they work and live, and to supporting a work environment that reflects the diversity of the communities where they operate. The company was founded in 1869 and has offices in major financial centers worldwide. Maria Silvia Bastos Marques has been the CEO of the company since 2018.

Upside Gestão de Recursos S/C Ltda. is a Brazilian company based in Rio de Janeiro, Brazil. and has subsidiaries in Brazil. The Brazilian company was founded in 2001 by Francisco Henrique Gros, who has been the CEO since 2001. provides investment advice.