Carlos Costa
Global Head of Sales at hEDGEpoint Global Markets- Claim this Profile
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Bio
Experience
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hEDGEpoint Global Markets
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Brazil
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Financial Services
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100 - 200 Employee
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Global Head of Sales
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Aug 2021 - Present
• Integral part of the MBO (management buy out) of the Structure product division from ED&F Man Capital Markets to hEDGEpoint • Lead, train and prepare the global sales team with 40 professionals and 7 heads of desk that reports directly to me (only the heads of desk reports to me) • Build the sales budget for all geographies and teams and ensure feasible actions to deliver the results aligned with the macro strategic plan of the company • Have participated and built the 10 year strategic plan of the business: • Survey and analisys of the addressable market of hEDGEpoint • Product development strategy (which products and services will be needed to deliver the plan) • Capital needed to sustain the growth and other business projects • Regulatory and other compliance needs (licences) to expand the business • Responsible for the global PnL of the business driven by customer flow in OTC/FX, Listed F/O • Led business development projects to build new business verticals (debt capital markets, FX and others) • Responsible for the business expansion in new geographies: Southeast Asia (APAC) and Dubai • Driving product development aligned with the commercial strategy of the firm for the short, medium and long term • Understanding of the legal framework on the regions we have presence and building the policies of client engagment based on the regulators criterias. • Built the Sales variable compensation methodology – we reduced almost to zero our comercial team turn over after the implementation of the bonus methodology • Growth of the client portfolio globaly by 30% and 240% in revenues in 2022 (YoY) .
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ED&F Man Capital Markets
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United Kingdom
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Financial Services
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100 - 200 Employee
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Head of Commodities Latam
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Nov 2018 - Jan 2021
• Leading the Sales desks in Brazil and Latam with a team of +20 Salespeople (15 people in Brazil and 5 people in NY) • Accountable for 60% of the global PnL (US$ 15 million) of the business driven by OTC/FX and Listed F/O sales for commercial clients • Implementation of governance over Sales desks creating committees and also business KPIs • Driving product development to build nonstandard instruments to offer specific financial solutions to Corporate customers and diversify source of revenues • Responsible for all the commercial strategy and market penetration in Brazil and Latam regions for all the commodities • Responsible to create the consultantive approach in all desks in order to serve value added service to customers, enhancing the relationship with main decision makers delivering strategic and also financial solutions • Growth of the portfolio in Brazil + Latam from 113 to 160 customers (+41% in 2 years) decreasing revenue concentration in top 10 customers from 85% to 70% in the last 2 years. • Creation of credit analysis methodology to improve company collateral package against credit events. • Project owner of the Client Online Portfolio Management platform • CRM tool validation and implementation • Member of following committees: • Risk Committee • New Products
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ED&F Man Capital Markets
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United Kingdom
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Financial Services
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100 - 200 Employee
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Head of Soft Commodities
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Sep 2014 - Dec 2017
• Build a business that generated from 2014 until 2019 US$ 37 million in revenues (US$ 24 coffee / US$ 12 million sugar) • Leading a group of 6 professionals (4 employees and 2 interns) • Implementation of the advisory area in MCM to deliver special projects and add value in customers business. • Have built a consultative approach for coffee clients to differentiate our service offering and increase the value added to our customers: Risk Management approach • Helping initiatives to build our coffee business in Central América, Colombia and across Europe – drawing the strategy and market penetration to develop the business. • Cross selling with the physical divisions of the group (Man Sugar and Volcafé) to leverage the business in the embedded side (derivatives products over the company physical contracts)
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Pharos - Commodities Risk Management
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Financial Services
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1 - 100 Employee
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Partner - Director
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Jan 2011 - Sep 2014
• Build a business that had a growth of 30% in the first 2 years • Find and create new business opportunities in: Commodity/ FX risk management and investment banking products • Leader of a team of 4 consultants that traded 4 different commodities • Leadership of risk management consulting services team to execution of OTC, regulated futures & options and FX trades, research & special projects and investment banking products; • Leader in building a risk management software to consolidate physical and financial risks in commodities for Coffee and Sugar • Leader in building a risk management consultancy program (Derivatives trade/Market Research and strategic planning) for Coffee that allowed to leverage the revenues and product offering in the market • Implement all the process for Regulated and OTC trade execution
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FCStone
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Brazil
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Risk Management Consultant
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Oct 2005 - Dec 2010
• Bulding the sugar and ethanol desk from 0 untill 2010 when the desk was making US$ 10 million/year in revenues • Consulting to senior-level executives from multiple organizations within the Sugar and Ethanol sector • Risk management for Sugar Mills, Sugar Consumers (transformation industry like candy factory and etc), Traders • Extensive travel throughout Brazil serving current and prospecting new customers • Cross-selling of physical cash brokerage, pre-export performance, research and special projects • Arrangement of mandates for investment banking products such as debt in the local and international markets, M&A and project finance; • Execution of hedging strategies via regulated futures and options, OTC derivatives and currencies; • Experience in developing strategic planning for sugar, ethanol and dollar price risk protection for Mills and industry consumers. • Experience in cash trade for internal and external markets (Sugar and Ethanol) transactions and their mechanisms
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Real Bank
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Brazil
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Banking
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200 - 300 Employee
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Trader
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Oct 2004 - Nov 2005
- Financial Consultant and Asset manager - Derivatives and equity trading - BM&F and Bovespa Trader - Fixed income trader - Financial Consultant and Asset manager - Derivatives and equity trading - BM&F and Bovespa Trader - Fixed income trader
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Education
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Universidade Paulista
Bachelor of Business Administration (B.B.A.), Business Administration