The Education of a Value Investor

Ricardo Fernandez: Investing in Private Equity in Brazil

Mar 4, 2022

Ricardo Fernandez, Founder and Managing Partner of Signal Capital, talks about the influence of family, compares different parts of Brazil, the beginning of private equity journey, investment opportunities, the impressive case of Estacio, and reading habits and book recommendations.

01:17:21

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Episode guests

Ricardo Fernandez

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Quick takeaways

Brazil's cultural diversity presents a unique landscape with both advanced industries and pervasive poverty.

The importance of studying hard, taking risks, and valuing education in the private equity field.

Understanding the unique challenges, volatile politics, and long holding periods is crucial for success in the Brazilian market.

Deep dives

The Opportunities and Challenges of Brazil's Diversity

Brazil's extraordinary diversity of people, including Africans, indigenous South Americans, Japanese, and Europeans, presents a unique cultural landscape.

Introduction

2min

Investing in Private Equity in Brazil

10min

Cultural Differences and Adaptation in Rio and Sao Paulo

6min

The Beginning of the Private Equity Journey in Brazil

7min

Investment Opportunities in Private Equity in Brazil

33min

Exploring the Impressive Case of Estacio and Investment Opportunities in Latin America

15min

Reading Habits and Book Recommendations

5min

Ricardo Fernandez is the Founder and Managing Partner of Signal Capital, an alternative asset management company. He grew up in Brazil, studied in Spain and in the United States, and holds an MBA from IESE and an AMP from Harvard Business School. Mr. Fernandez talks to Guy Spier about his education, career, and gives an inside look at the opportunities and life in Brazil.

Full transcript available here: https://aqfd.docsend.com/view/jdercs4hnems94m4

Contents:

The Influence of Family (00:00:00)

Comparing Different Parts of Brazil (00:11:11)

Starting in the Alternatives Investing Space (00:16:08)

The Partnership with Hamilton Lane (00:25:53)

Macroeconomics in Brazil (00:39:44)

Opportunities Behind Secondary Investments (00:57:10)

Balancing Independence and a Relationship with the Institutional World (01:05:44)

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The Education of a Value Investor

Ricardo Fernandez: Investing in Private Equity in Brazil

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Opportunities and Challenges of Brazil's Diversity

The Complexity of Brazil's Economy

The Journey into Private Equity in Brazil

Navigating the Cultural Differences in Brazil

The Potential and Challenges of Investing in Brazil

Remember Everything You Learn from Podcasts