JGP

A JGP é uma tradicional gestora de recursos e de patrimônio brasileira com escritórios no Rio de Janeiro e em São Paulo. Nosso compromisso de longo prazo é aliar retornos consistentes com o gerenciamento de risco ativo, visando preservar o capital investido por nossos investidores.

Gabriel Sertã

He has been a credit analyst at JGP since 2020. Previously he worked in the Equities and back-office departments at JGP, from 2018 to 2019. Gabriel was also part of the Distressed Debt Management and Recovery team at Brasil Plural from 2017 to 2018. In addition, he worked at two civil engineering companies, Piratininga Incorporações, and ZJ Construções, from 2015 to 2016. Gabriel graduated as a Production Engineer from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Bruno Souza

He has been the Chief Data Officer at JGP Crédito since 2019. Before joining JGP Crédito, Bruno worked for eight years in the IT Department at JGP Gestão de Recursos. Before that, he was a systems analyst at companies such as Petrobras, Previ, BRQ, and Endev. Bruno graduated in Computer Science from UERJ (Rio de Janeiro State University) and holds an MBA in Finance from FGV (Getúlio Vargas Foundation).

Marcelo Mollica Jourdan, CFA

Partner and Special Situations analyst. Previously, he was one of the equity portfolio managers of JGP’s Multi-strategy funds (2017-2021), focusing on arbitrage and corporate events operations. Before that, he was an equity funds PM at GAP Asset Management (2008-2017), partner and corporate analyst at Paineiras Investimentos (2007-2008), and senior corporate analyst at Opportunity Asset Management (2006-2007). Marcelo held the position of strategic development director (1999/2004) and executive director (ISP-Business Unit, 2004/2006) at Embratel. He began his career at Banco Icatu, as an equity analyst in the Telecommunications (1996-1999) and IBM (1993-1994) sectors. He holds a Master’s degree in Economics from FGV (Getúlio Vargas Foundation) and a degree in Electrical and Telecommunications Engineering from PUC-Rio (Pontifical Catholic University of Rio de Janeiro). He holds the Chartered Financial Analyst® (CFA) certification.

Luiza Oswald

Partner responsible for the Special Situations Department. Previously, she was a partner at Canvas Capital, where she was part of the Credit Management team, leading the Legal Credit Analysis team (2015-2019). Between 2011 and 2015, Luiza was also a partner at JGP Crédito, participating in the development and management of the Distressed Asset funds. Between 2004 and 2010, she worked coordinating the Legal Credit Department at Banco BBM. She graduated in Law from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Julia Bretz, CFA

Partner and credit analyst, responsible for the Agro/ESG strategies. Previously, she worked as a Fixed Income analyst at BCP Securities (2013-2019), focusing on Brazil and Latin America. Before that, she worked at Eleva Educação. She graduated in Economics from FGV-RJ (Getúlio Vargas Foundation of Rio de Janeiro) and holds the Series 7 certificate and the Chartered Financial Analyst® (CFA) certification.

Guilherme Spiller

Partner and credit analyst. Previously, he worked as a back-office analyst at JGP (2016-2018). He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Nikolau Müller, CFA

Partner and credit analyst focused on the international market. Previously, he was a distressed credits, Global High Yield Bonds, and bank loans analyst for the Distressed Debt Funds managed by JGP. Before that, he was a corporate debt analyst at Root Capital and worked on the Investor Relations team at CR2 Real Estate (2010). He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Antonio Pedro Leão Teixeira, CFA

Partner and portfolio manager of the infrastructure credit funds and local credit analyst at JGP since 2014. Previously, he worked as a credit analyst at Arbitral Finance, focusing on bonds from emerging markets and G7 countries. He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Alexandre de Oliveira Muller

Partner and portfolio manager responsible for JGP’s private credit funds. Previously, he worked at Banco UBS Pactual and was a partner at Banco BTG Pactual (2007-2014), where he led the Credit Research team focused on Latin America. He received awards from Institutional Investor For analysis in the corporate debt segment and credit strategy for five consecutive years. Alexandre Muller was also part of the private credit asset management team at Icatu Hartford Asset Management (2003-2007), contributing to the development and management of some of Brazil’s first investment funds focused on private credit. He graduated in Economics from UFF (Fluminense Federal University) and holds extension courses in the Development of Cultures focused on innovation and an executive education program at Harvard Business School.

Urbano Lorea, CFA

Partner and equity analyst in the Retail, Consumer, and Technology sectors. Previously, he worked in JGP’s Investor Relations Department (2012-2017). He graduated in Production Engineering from PUC-Rio (Pontifical Catholic University of Rio de Janeiro) and holds the Chartered Financial Analyst® (CFA) certification.

Marcelo Barros, CFA

Partner and equity analyst of the Oil & Gas and Paper & Cellulose sectors, among others. Previously, he worked at the BG Group (2006-2013), with roles in the Economic Modeling, Commercial Intelligence, and Market departments, including a six-month experience in Scotland, working with the North Sea operations. He graduated in Production Engineering from UFRJ (Federal University of Rio de Janeiro) and holds the Chartered Financial Analyst® (CFA) certification.

Fábio Fonseca, CFA

Partner, equity funds co-portfolio manager, and equity PM of Multi-strategy retirement plans. Previously, he was an associate director at Banco UBS Pactual, where he was responsible for covering the financial and healthcare sectors (2004-2008). He graduated in Economics from IBMEC-RJ (Brazilian Capital Market Institute of Rio de Janeiro) and holds the Chartered Financial Analyst® (CFA) certification.