Team
Back>Comitê de Investimentos
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Camilla Sisti CLO
Camilla is Perfin’s CLO and partner, having joined the team in March 2021. She has extensive experience in corporate law, specializing in M&A’s, Private Equity, and corporate matters. She began her career in 2005 at Araújo e Policastro Advogados and, in 2008, was senior lawyer on the M&A and Corporate team at Vellozza Advogados, where she became a partner in 2018. She holds a degree in Law from Mackenzie Presbyterian University and postgraduate degrees in Business Valuation and Corporate Law from the Institute for Research and Education (Insper).
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Ralph Gustavo Rosenberg CIO
Ralph is a founding partner and CIO of Perfin since 2007. With several investments and divestments during his career, he has been active in the infrastructure sector for over 15 years, with more than 20 years of experience. He is currently a member of the Board of Directors of Comerc Energia, EPR Rodovias, Corsan and various transmission lines in partnership with Alupar, among others. Additionally, he is Coordinator of the Financial, Funds, Risks, and Guarantees Committee of the Brazilian Association of Infrastructure and Basic Industries (ABDIB), having also worked at Banco Santander and Banco Safra. Ralph holds a degree in Business Administration from Faculdade Armando Alvares Penteado (FAAP) and is specialized in Finance and the Energy Sector.
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Hugo Assunção CFO
Hugo is partner and CFO of Perfin since March 2021. With extensive and deep experience in the infrastructure sector, he worked at financial institutions with a focus on investments and financial modeling related to this sector, including Unibanco, Merrill Lynch, and HSBC. He was CFO of Odebrecht Transportes (OTP), 2W Energia, and Mori Energia Holding. While at OTP, he was also a member of the Board of Directors of various companies controlled by OTP. He holds a bachelor’s and a master’s degree in electrical engineering from the University of São Paulo (USP) and an MBA from the London Business School.
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Carolina Rocha COO
Carolina is COO and a Perfin partner since 2017 responsible for Business Development, and a member of the Executive Committee, as well as the Perfin Infra and Perfin Climate Investment Committees. Also, a member at Comerc Energia Board of Directors. She began her career as an economic research analyst at Direcional Administração de Recursos and being promoted to partner. As partner and member of the research team at Quest Investimentos, she was responsible for covering many sectors as equity research analyst. For 8 years, she served as a partner at Apex Capital, and a member of the management team as an equity research analyst focused on the domestic economy, and later, Business Development. Carolina holds a degree in Economics from the Pontifical Catholic University of Rio de Janeiro (PUC-RJ) and an Executive MBA in Finance from IBMEC-RJ.
Investments
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Gustavo Miranda Especialista em Infra
Gustavo compõe o time de análise da Perfin desde setembro de 2024. Com uma sólida formação acadêmica, Gustavo é bacharel em Direito pela Universidade de São Paulo e em Economia pela Fundação Getúlio Vargas. Iniciou sua carreira no mercado financeiro em 2021 como analista de ações na Verde Asset e, atuou na SPX Capital por dois anos, sendo responsável pela cobertura do setor de Utilities.
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Victoria Teixeira Value Creation
Victoria ingressou na Perfin em Abril de 2024, atuando no monitoramento de todos os projetos sob gestão da Perfin Infra. Antes de ingressar na Perfin, fez parte do time de Infraestrutura da Vinci Partners, participando do monitoramento de investidas e prospecção de novos investimentos e de desinvestimentos. Teve também passagem pelo time de Risco de Crédito da Vale, com foco nos clientes do setor de metais básicos. Formada em Engenharia de Produção pela Pontifícia Universidade Católica – RJ.
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Pedro Del Monaco Value Creation
Pedro is partner and member of the Perfin Infra’s engineering team since 2018. He began his career in 2010 in the engineering division of Andrade Gutierrez’s Latin American business unit, where he worked on roads concession projects in Colombia for two years, participated in the installation of a shipyard in Venezuela, and worked in contract management, export financing, and business development in Peru and Venezuela. Additionally, he served as project and engineering consultant at Alvarez & Marsal. Pedro holds a degree in Civil Engineering from the University of São Paulo’s Polytechnic School (Poli-USP).
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Bruno Siqueira Value Creation
Bruno joined Perfin in November 2022 as FP&A analyst and is responsible for monitoring projects managed by Perfin Infra. With over 12 years of experience in the infrastructure sector, he worked in investment, financial, and controlling areas at AG Participações, focusing on Energy, Telecom and Healthcare projects. He served on the Fiscal and Administration Boards of CCR, CEMIG, Hospital Novo Metropolitano, Oi, among others. Bruno holds degrees in Economics from IBMEC and Accounting from UFMG, a postgraduate degree in Management with a focus on Finance from Fundação Dom Cabral (FDC), and an MBA from IE Business School.
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Luiz Carlos Passos Value Creation
Luiz is a partner and member of the engineering team since 2020. He had worked for eight years at Andrade Gutierrez Engenharia, focusing on the energy generation and transmission sector, projects management and business development areas. For two years, he was responsible for business development (greenfield solar and wind farms) and M&As at AES Tietê. Luiz holds a degree in Civil Engineering from the University of São Paulo’s Polytechnic School (Poli-USP), with a master’s degree in Economics and Finance from Fundação Getúlio Vargas’ São Paulo School of Economics (FGV-EESP).
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Marcelo Sandri, CFA Infra Specialist
Marcelo is Perfin Utilities’ co-manager and responsible for investments in public infrastructure equities and oversees coverage of the sector at Perfin. He began his career in 2010 at RXZ Investimentos, focusing on Financial, Telecom, and Consumer sectors, focusing on assets in Brazil and abroad. In 2018, he joined One Partners as founding partner, covering the Telecom, Insurance, Consumer, and Energy sectors. Sandri holds a degree in Electronic Engineering from the University of São Paulo’s Polytechnic School (Poli-USP), with specialization in Finance from Politecnico di Milano, Italy, and has been a CFA Charterholder since 2015.
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Rodrigo Sarti Infra Specialist
Rodrigo is a Perfin Infra partner since 2019 and a member of the investment team, specialized in the energy sector, particularly energy transmission and power. He spent six years as a Financial Planning analyst at Rio Bravo Investimentos and worked at Guide Investimentos. For six years, he provided financial modeling consulting for infrastructure projects through his company VPL Cap. Before joining Perfin, he worked in the Investor Relations and Project Finance areas at Alupar. Rodrigo holds a degree in Business Administration from Mackenzie Presbyterian University and a postgraduate degree in Financial Engineering from the Fundação Instituto de Administração (FIA).
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Lucas Rodrigues Infra Specialist
Lucas is a Perfin Infra partner since March 2021 and member of the investment team, being dedicated to distributed power generation, sanitation, and roads sectors. With over 10 years of experience in the industry, he spent 9 years at AG Participações, focusing on project development and asset management across various sectors, including sanitation, energy, ports, and healthcare. He served on the Board of Directors of Sanepar, Evolua Energia, Hospital Novo Metropolitano, Logimed, among others. Lucas holds a bachelor’s and master’s degree in Economics from the Federal University of Juiz de Fora (UFJF).
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Gustavo Guimarães Infra Specialist
Gustavo joined Perfin Infra’s investments team in 2021, specialized in the sanitation vertical and leading the new business division. He served as CFO of Algar Agro, Dyno Nobel, and Orica. Prior to that, he was a senior manager at KPMG, and worked in audit and consulting at Deloitte. Before joining Perfin, he spent five years in the sanitation sector serving as CEO of Iguá Saneamento and CFO of Sanepar, where he led the company’s follow-on offering that raised over BRL 1.98 billion. He holds a degree in Accounting from the Pontifical Catholic University of Minas Gerais (PUC-MG) and an MBA in Finance from IBMEC.
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Daniel Shinohara Infra Specialist
Daniel is partner and part of Perfin Infra’s investment team since 2020, dedicated to the energy and climate vertical. He began his career in Unibanco’s Credit area in 2001 and was part of the Structured Finance team at KPMG, working on structuring infrastructure projects in transportation, sanitation, and M&As in various sectors. In 2008, he joined Rio Bravo, where he spent 11 years in the auction advisory area and structuring infrastructure project finance. He holds bachelor’s and a master’s degree in Business Administration from the University of São Paulo (USP).
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José Roberto E. de Moraes Filho Origination
José Roberto is a Perfin founding partner and helps with new business and origination of deals and partnerships. His previous experience includes Investment Banking at Merrill Lynch and business analyst at McKinsey & Co. He is a Board member of Votorantim S.A., Votorantim Cimentos, Companhia Brasileira de Alumínio, Instituto Votorantim, and Esplanada Investimentos (Single Family Office). In 2013, he was recognized as one of the 100 leaders with the best reputation in Brazil by the Corporate Reputation Business Monitor (Merco). José Roberto holds a degree in Business Administration from the Institute for Research and Education (Insper) and has completed the Owner/President Management (OPM) program at Harvard Business School, along with executive improvement courses at Harvard, Stanford, and Singularity.
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Daniela Santuches Operações
Daniela compõe o time de operações da Perfin desde setembro de 2024. Com bacharel em Administração com ênfase em Finanças, iniciou a carreira no mercado financeiro em 2014 no Bradesco como Escriturária. Passou também pelo Itaú, onde trabalhou como Escriturária , Easynvest, como especialista em investimentos e recentemente estava no BTG Pactual, trabalhando como analista de fundos.
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Renata Picanço Financial Support
Renata has been a member of Perfin’s financial team since June 2021 and is responsible for financial reports of the investments. With over 14 years of experience in the financial area in infrastructure sector, she spent the last three years as a Finance Manager in the energy segment. Her expertise includes treasury, accounts payable and receivable, FP&A, M&A processes, structuring, as well as implementation of ERP systems. Renata holds a degree in Economics from the Pontifical Catholic University of Rio de Janeiro (PUC-RJ) and an Executive MBA in Business Management from the Federal University of Rio de Janeiro (UFRJ).
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Renato Rolim de Souza Controlling
Renato has been a member of Perfin’s financial team in the accounting, tax and controlling area at since 2021. He has 10 years of experience in accounting, taxes, consolidation, and reporting of financial statements to Brazil’s Securities and Exchange Commission (CVM). He worked as an accounting assistant and analyst at Cyrela and at CPFL Renováveis and ISA CTEEP. He holds a degree in Business Administration from Universidade Paulista (UNIP) and in Accounting from the University of Mogi das Cruzes (UMC), with an active registration at the Regional Accounting Council of São Paulo (CRC-SP).
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Ayla Candido Controlling
Ayla leads Perfin’s Controlling department. She has built a solid career in controlling accounting, cost, taxes and treasury areas in agribusiness, energy trading, logistics, port terminal, and construction companies. She worked as controller at companies such as Agribrasil, Lemarc Agromond, Nova Agri, and Agrovia, and managed accounting reports for the Brazilian Securities and Exchange Commission (CVM) at Terra Santa Agro. She holds a degree in Literature from the University of Cariri (URCA), a postgraduate degree in Controlling from University of Fortaleza (UNIFOR), and an MBA in International Accounting (IFRS/CPC) from the Foundation Institute of Accounting, Actuarial, and Financial Research (FIPECAFI-FEA-USP).
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Gabriela Souza Administrative and Financial
Gabriela is a member of Perfin’s financial team since 2020. She began her career in the financial area at Solera Brazil, a technology company specialized in automotive sector risk and asset management. She also worked at Mori Energia, building her career in the infrastructure sector. She holds a degree in Financial Management from the University of Santo Amaro (UNISA) and in Psychology from Universidade Paulista (UNIP). Additionally, she is certified in the People Management extension course by Fundação Getúlio Vargas (FGV).
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Fabiana Traldi Administrative and Financial
Fabiana is a partner and works in Perfin’s administrative and controlling department since 2010. She began her career in the administrative control area of the trading desk at Unibanco. She worked in administrative management with the Vice President at Grupo Votorantim, having also worked at law firms Pinheiro Advogados and Traldi Advogados Associados, collaborating on legal and administrative routines. She holds a degree in Law from Osasco Law School (FIEO), with MBAs in Business Management from Fundação Getúlio Vargas (FGV) and People Management from the University of São Paulo (USP).
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Henrique Oliveira Data Science
Henrique has been a Data Science analyst at Perfin since 2019, focused on process automation, systems engineering , internal controls, and generation of analytical reports, integrating the entire company. He is specialized in R programming language, use of Windows/Linux operating systems, cloud computing, and relational databases. He holds a degree in Forestry Engineering and a master’s degree in Forest Sciences, with emphasis on forest management from the Federal University of Lavras (UFLA), covering forest modeling for carbon capture and storage.
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Nayara Milani Legal
Nayara has been a member of Perfin’s legal team since September 2020. She began her career in the Energy Law area at Bichara Advogados and later worked in the same sector at Raízen Energia. She holds a degree in Law from the São Bernardo do Campo Law School (FDSBC) and is currently pursuing a postgraduate degree in Corporate Law at the Institute of Research and Teaching (Insper).
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Cecília Amaral Legal
Cecília joined Perfin’s Legal team in November 2022. In 2014, she began her career as an intern at Trindade Sociedade de Advogados in the mergers and acquisitions (M&A) and capital markets department. She worked for eight years in the corporate and M&A department of Velloza Advogados Associados and Ulhôa Canto, Rezende e Guerra Advogados. She also served as Brazil’s Securities and Exchange Commission’s (CVM) President Marcelo Barbosa advisor. Cecília is a postgraduate professor at IBMEC and Faculdade Mineira de Direito. She holds a degree in Law from Mackenzie Presbyterian University and a postgraduate degree in Corporate Law from the Postgraduate Program at FGV Direito SP (GV-Law).
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José Escudeiro Operations
Jardel has been a member of Perfin’s operations team since May 2020. He began his career in 2013 at KPMG and in 2014 worked in the Structured Funds Regulation area in Brazil’s Securities and Exchange Commission (CVM). In 2015, he led financial and accounting implementation projects in the Private Equity sector at MMAS Consultoria, and in 2018, he worked on market self-regulation and database control of Private Equity at AVBCAP. He holds a degree in Accounting from Rio de Janeiro State University (UERJ) and is currently pursuing a degree in Public Administration at Universidade Federal Fluminense (UFF).
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Cristiano Santana Operations
Cristiano has been responsible for Perfin’s Middle-Office activities since 2018. He worked for 12 years as operations analyst at Schahin CCVM and at important securities brokerage firms, such as Trilha Investimentos, where he was responsible for fund’s financial reconciliation, mirror trading, contact with administrators, custodians, banks, and investors, among other activities. He holds degrees in Economics and Accounting from Fundação Escola de Comércio Álvares Penteado (FECAP).
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Roberto Pitondo Operations
Roberto a partner and Perfin's Operations manager since 2015. With over 20 years of experience, he had worked in the finance and controlling teams of Itaú BBA and Itaú-Unibanco, performing activities related to Risk Management, Treasury Position and Results Management, Commercial Spread, Investment Banking, Pricing, and Accounts Payable and Receivable. He holds a degree in Accounting from Faculdade Metropolitana Unidas (FMU) and an MBA in Financial Institutions Management from Fundação Getúlio Vargas (FGV).
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Fabio Lopes Risk & Compliance
Fábio joined Risk & Compliance team at Perfin in2023 and has been responsible for the risk and compliance controls. With more than 20 years of experience, he began his career in 2003 as a Back Office Analyst at Bradesco. In 2005, he worked in Operations at Credit Suisse Hedging Griffo. In 2020, he joined ASA Investments as Risks Director and structured the company’s Risk Management and Compliance department, where he remained until June 2023. He holds a degree in Economics from the Pontifical Catholic University of São Paulo (PUC-SP) and an MBA in Finance from the Institute of Education and Research (INSPER).
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Marcela Brito Investor Relations
Marcela has been a member of Perfin’s Investor Relations team since April 2022. She had worked for more than 15 years at BNY Mellon, where she held the positions of Corporate Governance Manager, Project Manager, and Legal Manager, in addition to serving on Investment Committees, Boards, and Fiscal Council of Publicly Traded Companies. She then was Investor Relations Manager at the Apex Group. She holds a degree in Law from the Pontifical Catholic University of Rio de Janeiro (PUC-RJ) and an MBA in Finance from IBMEC.
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Suzana Vescovi, CGA Investor Relations
Suzana is partner and has been a member of Perfin’s Investor Relations team since June 2017. She began her career in the Fund of Funds department at Itaú Asset Management, had worked for three years as a Funds operations analyst at BTG Pactual, was responsible for Due Diligence processes for fund managers and funds of diverse strategies. In addition, was responsible for the management of mirror funds at Original Asset Management. She holds a degree in Food Engineering from the College of Animal Science and Food Engineering (FZEA-USP) and possesses ANBIMA Manager certification (CGA).