Dino Lauria Ubatuba de Faria

Partner/co-founder at Guará Multi Family Office Gestora de Recursos
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Contact Information
Location
UK
Languages
  • Português Native or bilingual proficiency
  • Inglês Native or bilingual proficiency
  • Espanhol Professional working proficiency

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Bio

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Credentials

  • PQO
    ancor
    Nov, 2012
    - Sep, 2024
  • ancord agente autônomo de investimentos
    ancor
    Jan, 2009
    - Sep, 2024
  • CPA-20
    ANBIMA Certificação e Educação
    Mar, 2013
    - Sep, 2024

Experience

    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Partner/co-founder
      • Jan 2022 - Present
    • Argentina
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Co-founder and CEO
      • Nov 2017 - Present

      Idealiser and co-founder of the Bifröst financial services. A company that aims to develop a platform to connect wealth managers and clients more easily. Going against the trend of automatization the company objective is to enhance human interaction in the financial market. Idealiser and co-founder of the Bifröst financial services. A company that aims to develop a platform to connect wealth managers and clients more easily. Going against the trend of automatization the company objective is to enhance human interaction in the financial market.

    • Brazil
    • Investment Management
    • 1 - 100 Employee
    • Founder and CEO
      • 2008 - Sep 2022

      Responsible for fixed and variable income product investment, open capital company fundamental andtechnical analysis, profitability/risk analysis, diversified investment portfolio development and teammanagement.

    • Founder and CEO
      • Jan 2008 - Jan 2022

      Despite the international financial market crisis, Lince Investimentos has grown from 1MM “reais” to 25MM“reais” in customers´ assets, which represents a real growth of 2500% over the past five years. Such figureswere achieved due to a sharp increase in both the number of clients and the amount of investment per client.

    • Education Area Manager
      • 2009 - 2010

      Responsible for team work management, lecture organization, budget control, participant data collection and data organization, commercial strategy development, workshop and course development, and lecturing.

    • Lecturer and Trainer
      • 2008 - 2010

      Guest speaker at both the Federal University of Rio Grande and Anhanguera University lecturing forEconomics, Business Administration and Law students on “How to invest in the stock market” – a lecturewith emphasis on technical analysis and macro-economic environments.

    • Brazil
    • Financial Services
    • 700 & Above Employee
    • Course Developer and Lecturer
      • 2008 - 2010

      Perfomed and developed training course syllabuses and lectures for Lince Investimentos working in partnership with XP Educação the most successful Brazilian finance teaching school for beginning investors: Learn how to invest in the stock market The 7 most successful strategies in the stock market Technical analysis of stocks Fundamental analysis of stocks Options How and where to invest Personal finance Zurich axioms Long and Short and leveraged operations Structured operations with options Technical analyses for day trade

    • Self-employed Capital Investor
      • 2006 - 2008

      Operated in the stock market performing activities that ranged from simple stock trading to high level risk taking operations and options market structure strategy building. Operated in the stock market performing activities that ranged from simple stock trading to high level risk taking operations and options market structure strategy building.

    • Office clerk
      • 2002 - 2005

      Provided support services in the areas of human resources, administration and finance by meeting supplier and client needs, providing and receiving information about products and services, organizing and filing documents and performing general administrative services. Provided support services in the areas of human resources, administration and finance by meeting supplier and client needs, providing and receiving information about products and services, organizing and filing documents and performing general administrative services.

Education

  • Insper Instituto de Ensino e Pesquisa
    Short Course, Compliance
    2021 - 2021
  • University of Glasgow
    Master of Arts - MA, Business/Managerial Economics
    2016 - 2020
  • University of California, Berkeley
    International Diploma Program, Finance
    2014 - 2014

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