Hi there, ladies and gentlemen
Well… below is a quick broad intro, which can also be found here, on my blog “no-shortcut.com”:
At the end, what I like to call my mantra.
And professionally I currently run a small Global Macro HF from Niterói, RJ - Brazil, and manage the financial wealth of 3 families from Rio de Janeiro.
Here we go:
Me in a few minutes (the fun stories when we meet)
Through life I have been a good student, lead singer in a local punkrock band and arrived in countries without any idea of where to go next after passing through immigration.
Sang in a gospel choir despite no religious preference.
Never understood “social standards” well. But I admit that with more age the ratio of “Why?”s to “Why not?”s have increased. And I don’t think I am proud of the shift.
Since 2003 I work in finance, mostly managing financial investments. A profession that keeps my ego in check and teaches me that incentives are in the driver’s seat at all times.
Over the initial part of my career I had a hard time explaining to my bosses the way I saw things, so I eventually started Köli Capital. And saw that I needed to communicate better too.
I got into finance by chance*. My dad owned stocks throughout the 1980s-2000s and my mother always told me to be a saver, but I really went into the sector because someone nudged me**. I stayed because I understood its meritocracy, higher odds of financial independence ( “F**k you money” theory ) and because I had always been interested about the world***.
Another reason for continued interest in Investing is that it is a key pillar of anyone’s basic well-being and I’d like to try helping people in this regard.
Due to my experience in markets (you learn a lot when you lose your shirt), I became “fascinated with the usable psychology of self-improvement, business, philosophy, and culture. I love finding a different point of view.” (from Derek Sivers‘s page).
Rio native. Spent a year in Ohio and another in California during high school and college. Was in São Paulo to work for others, but now back in Niterói to have a go at freedom.
Anti-drama, understanding, just recently, that humans are animals of emotion and not animals of logic. And that is actually a good thing once you accept the fact (which takes an entire life).
I only get offended by the truth. About me. When negative. Because it hurts. But I love it because it is the only way to improve.
A big believer that, if you want to live in Brazil for the rest of your life, ex-ante in 2017, there are few better trades than buying-and-holding-and-re-investing-coupons of long-term inflation linkers. But keep some liquidity at hand. The ride will not be smooth. And when prices change I change my mind – and so should you.
I get a kick out of showing hard-working brazilians they could retire earlier than expected with just a little financial planning. I know of no larger legal transfer of wealth from the poor to the rich than Brazil’s.
The amount of freedom that good habits bring can change a person’s life and that is the change I want to be proud of trying to make on you.
Lots of free time + some $ > no time + $$$$$$$$.
Making more money than my clients is not part of my plan.
Trade expectation for appreciation. Every day.
Desire to become a better person today than you were yesterday.
Skin in the game + Inner scorecard.
** I failed an Algebra II test, freaked out and changed my college major from Computer Engineering to Industrial Engineering.
** I wanted to work with programming, but a college friend asked if I wanted to interview for an internship at the hedge fund she worked at. The interviewee likely hired me because I had gone through the academic exchange program he did at UCSB (more partying, less studying).
*** My mother worked for TAP Air Portugal for 37 years and that meant free planet tickets that took me to 20+ countries at an early age on tight budgets.
“It’s all about respecting yourself, about being bold without ever doing harm to others or giving up.” Raf Abreu
It’s about freedom.
Avoiding boring people. Avoiding them and avoiding becoming one.
Stay authentic. Have deep curiosity.
It means knowing your principles, so you can face hand-picked challenges knowing decisively what you don’t want.
It’s either “Hell, yeah!” or a simple “No, thanks”.
Become better today than you were yesterday.
Have no fear. Worst that can happen is dying, which you won’t be around to notice when you do die. Failing really is “not trying”.
It means doing your best so you can live without regrets. An inner scorecard!
Be free from pressure to become a canned-human-being. Why want what everyone wants because of social pressure or unquestioned social standards?
You can’t quit the quest for mental freedom, but respect others for we are made (biochemically!) different.
Work for the greater good and understand that through adding value to others it comes back to you. Likely with a lag.
Without action there has been no decision.
It starts with why. Why do you do what you do?