Richard Wahba

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.

WPA Participações e Serviços SA operates as a holding company with interests in manufacturing electric motors. The company was founded on December 13, 1977 and is headquartered in Jaragua do Sul, Brazil.

Santander Brasil Asset Management DTVM SA (SAM Brasil) is the Brazil-based investment management subsidiary of SAM Brasil Participacoes SA, itself a subsidiary of Santander Asset Management Holdings Ltd. in Great Britain. Formerly known as Santander Banespa Asset Management, the firm was founded in 1968 and is located in São Paulo, where they provide mutual fund and discretionary portfolio management for institutions, pension funds, corporations and private investors. In 2009 the firm absorbed the activities of Banco Real Asset Management. They are a signatory to the UN Principles for Responsible Investment which integrates ESG factors into their investment processes.

Part of Banco BTG Pactual SA, Fator SA Corretora de Valores is a Brazilian company that provides brokerage services. The company is based in São Paulo, Brazil. The company was founded in 1971. The CEO is Rogério Karp Macedo. Fator SA Corretora de Valores was acquired by Banco BTG Pactual SA.

Agora CTVM SA is the securities brokerage subsidiary of Banco Bradesco BBI SA, which is owned by Banco Bradesco SA (BVMF: BBDC4) in Brazil. The firm was founded in 1993 by Roberto Campos Rocha and Selmo Nissenbaum. Agora CTVM is headquartered in Rio de Janeiro and provides brokerage services to domestic and international institutional investors.

BV Distribuidora de Títulos e Valores Mobiliários Ltda. (BV DTVM) is an asset management firm headquartered in headquartered in Sao Paulo, Brazil. The firm was founded in 1999 as Votorantim Capital DTVM Ltda., subsequently became Votorantim Asset Management DTVM Ltda. in 2000 and changed their name to BV Distribuidora de Títulos e Valores Mobiliários Ltda. in 2021. They are a subsidiary of Kartra Participaçoes Ltda., which is owned by Banco Bradesco SA (BVMF: BBDC4). BV DTVM manages the assets of third parties and creates customized financial solutions for a range of clients which includes institutional and corporate investors, private banking clients, distributors, and international funds and investors.

Western Asset Management Company DTVM Ltda. (Western Asset Brazil) is the Brazil-based asset management subsidiary of Legg Mason, Inc., ultimately owned by Franklin Resource, Inc. (NYSE: BEN) in the US. Headquartered in Sao Paulo, the firm provides fixed-income, equities and balanced investment management and advisory services for a wide variety of clients such as charitable, corporate, health care, insurance, mutual fund, public and union organizations.

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.

Votorantim CTVM Ltda. is the brokerage subsidiary of Banco Votorantim SA, which is ultimately held by the Government of Brazil. The firm is headquartered in São Paulo and was founded in 1995. Votorantim provides brokerage services to their clients.

Suno Gestora de Recursos Ltda. (Suno Gestora) is the asset management subsidiary of Suno SA in Brazil. The firm was founded in 2003 as Venturestar Gestão de Recursos Ltda. and became Braus Gestão de Recursos Ltda. in 2019. They changed their name into Suno Gestora de Recursos Ltda. in 2022. Headquartered in Sao Paulo, Suno Gestora provides quality and affordable solutions for different investor profiles.

Milestones Administradora de Recursos Ltda. The private company is based in Jaraguá do Sul, Brazil, and has subsidiaries in Brazil. The Brazilian company was established to act solely as a family office for its partners. is an independent asset management company founded in August 2015. Edward Henrique de Sá has been the CEO of the company since 2015.

Persevera Gestão De Recursos Ltda. is a Brazilian company based in Sao Paulo, Brazil. Persevera Asset Management is a Brazilian unique asset management company that caters to a changing country. The private company specializes in regulatory policies and manuals. The company was founded in 2018 by Fernando Fontoura, and Guilherme George Abbud has been the CEO of the company since 2018.

Atmosphere Capital Gestão de Recursos Ltda is a Brazilian investment management company based in São Paulo, Brazil. The private company specializes in managing investments in developed markets, with a focus on maximizing risk-adjusted returns through permanent control of volatility and diversification in the team's expertise sectors. The company was founded in 2017 by Paschoal Paione and Felipe Mattar, with Felipe Mattar serving as the CEO since then.

Clave Gestora de Recursos Ltda. The private company is based in São Paulo, Brazil and has subsidiaries in Brazil. is a Brazilian company that specializes in managing resources and maintaining relationships with investors. was founded in 2020, and Rubens Luiz dos Santos Henriques has been the CEO of the company since 2021.