Summary
This year, Intelligence in Focus, hosted by S&P Global Market Intelligence, proudly takes over Brazil with an exclusive gathering designed for industry leaders, investors, and decision-makers eager to navigate the evolving and complex Latin American landscape.
This event aims to provide invaluable insights and foster meaningful discussions that will shape the future of investment and business strategies across the region.
Join us as we explore macroeconomic trends, the evolving credit and supply chain. landscape, the transformative role of artificial intelligence, and other innovations that are shaping Brazil's future.
Agenda
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Tuesday, August 05, 2025
Speakers
Databricks
Rafael Aielo
Senior Solutions Architect
Rafael Aielo is a senior solutions architect specializing in data engineering and AI solutions. With extensive experience at Databricks, he has led strategic data transformation initiatives for major enterprises, guiding migrations from legacy systems to modern data platforms. Rafael has advised financial services firms, helping them optimize workloads and leverage innovative data technologies to drive business growth.
Itau Asset Management
Fayga Delbem
Head of Credit
Fayga Czerniakowski Delbem is a partner and head of the credit desk at Itaú Asset, with R$495 billion under management, including high-grade and high-yield credit funds, in traditional mandates, pension funds, infrastructure funds and FIDCs. Additionally, Fayga coordinates the credit working groups at ANBIMA and AMEC. In the financial market since 2010, Fayga worked at Safra Asset and BRAM – Bradesco Asset, before joining Itaú in 2017. Fayga holds a degree in business administration from EAESP-FGV, a master's degree in economics from EESP-FGV and a CFA certification.
Sandanter Brazil
Leonardo Fleck
Sustainability Head
Leonardo C. Fleck has experience in sustainability and conservation with a focus on markets, finance, technology, biodiversity, and climate change. Leo joined Banco Santander Brasil in January 022, where he leads the bank's sustainable innovation initiatives including in the Amazon biome. Previously, Leo worked for ten years with the Gordon and Betty Moore Foundation in Palo Alto, California in 2012, where he led the design and implementation of a new global program aimed at reducing ecosystem degradation associated with international commodity trade, encompassing projects in the United States, European Union, China, Brazil, Paraguay, Argentina, and Indonesia. Leo also served on the Climate and Land Use Alliance (CLUA), the largest philanthropic alliance focused on reducing greenhouse gas emissions from land use.
Prior to joining the Moore Foundation, he was lead economist and Brazil program lead at Conservation Strategy Fund, where he oversaw projects across Latin America spanning REDD+, ecotourism, landscape planning, agriculture, energy and transport infrastructure, and protected areas. He was part of the Economics of Ecosystems and Biodiversity initiative (TEEB), and lectured environmental economics and corporate sustainability internationally, including at Stanford University. Leo earned an M.B.A. from UNA University in Brazil, an M.Sc. in conservation biology from the University of Kent in England, and a BS. in biological sciences from the Federal University of Rio Grande do Sul in Brazil. Leo is also a Stanford Certified Program Manager.
Bradesco Asset Management
Fernando Galdi
Head of Strategy and Innovation
Fernando Galdi is the Head of Strategy, Innovation & AI at Bradesco Asset, where he focuses on identifying and implementing cutting-edge technologies to optimize asset management, including advanced applications of artificial intelligence. He also leads innovation initiatives related to products, processes, and services, ensuring alignment with the institution’s strategic planning.
With a strong academic background and extensive practical experience, Galdi holds a Ph.D. in Accounting from University of São Paulo (USP), completed a postdoctoral fellowship at the University of Arkansas (UArk), and earned an LL.M. in Corporate Law and Capital Markets from Getúlio Vargas Foundation (FGV).
Throughout his executive career, he served as a Commissioner at the Brazilian Securities and Exchange Commission (CVM), playing a key role in modernizing capital market regulations in Brazil. He was also a member of Banestes audit committee and worked as an investor relations analyst at Braskem.
In the entrepreneurial side, he has structured and led financial market-focused ventures, including a wealth management firm and a quantitative hedge fund.
Currently, he is also a member of the Accounting Pronouncements Committee (CPC) and a Full Professor at FUCAPE Business School. He has authored three technical books on finance and accounting and has published 60+ scientific papers.
S&P Global Market Intelligence
Justine Iverson
Head of Corporates & AI
Justine Iverson is Head of the S&P Global Marketplace at S&P Global Market Intelligence. She leads the product strategy, inclusive of vision and roadmap, for the S&P Global Marketplace. Additionally, she is responsible expanding footprint with key partners such as Snowflake & Databricks. Ms. Iverson leads the team responsible for go to market efforts across the S&P Global Marketplace, Analytical Platforms and Channels. Prior to joining the product team, Ms. Iverson worked in various marketing roles within the data and financial services space at S&P Global, 361 Capital, a division of Hamilton Lane, and IHS Markit. Ms. Iverson holds an MBA from the University of Denver and BA in Journalism from the University of Montana.
S&P Global
Sandrely Kümmer
Sales Director, Energy Transition & Sustainability
Sandrely Kümmer is Sustainability Director at S&P Global. She leads the Product & Sales strategy to provide S&P Global solutions in Sustainability, Climate change, Energy transition and Regulatory framework for Brazil Region.
Prior to joining S&P, Sandrely worked in the Banking Industry for more than 25 years. Having experience in Sustainable Finance in Agribusiness and Metals & Mining Industries; Risk Management and Trade Finance. At Rabobank, she led sustainable linked loans to coffee tradings and projects to recover degraded areas in the Cerrado Region. Sandrely obtained a specialization degree in Sustainability from the University of Cambridge and holds a Post graduation in Marketing and in Finance from Fundação Getúlio Vargas. She has a Bachelor in Business Administration from Universidade do Estado de Pernambuco
Embraer
Wilson Lapa
Head of Credit Risk
Wilson Lapa, with over a decade of aerospace experience, is currently Head of Credit Risk at Embraer. Previously, he evaluated risks for Brazil’s export credit agency. He holds bachelor’s and master’s degrees in industrial engineering from UFF (Universidade Federal Fluminense).
S&P Global Market Intelligence
João Machando
Senior Economist
João Machado is a senior economist at S&P Global Market Intelligence, specializing in Latin American macroeconomic analysis. Before joining S&P Global, he developed a solid background as an economic analyst at the Federation Industries of the State of São Paulo, conducting industry-focused studies and forecasting macroeconomic variables. Additionally, Machado was a professor of accounting and business strategies at the State University of Campinas (UNICAMP) and a teacher/advisor in the Master of Business Administration program in finance and controllership at the Luiz de Queiroz College of Agriculture, University of São Paulo. He also served as a doctoral researcher at the Center for Industrial and Technological Economics at UNICAMP, contributing to published research across various areas of economics. Machado holds a bachelor’s degree, a master’s and a doctorate in economics, along with a specialization in finance and controllership, and is based in São Paulo, Brazil.
COPEL
Luisa Nastari
Sustainability Director
Currently the Superintendent of Sustainability at Copel, directly involved in Copel's ESG strategy. Graduated in Chemical Engineering from the Federal University of Paraná, with a specialization in Environmental Management in Industry, an MBA in Leadership and Business Management, and a specialization in Corporate Sustainability: ESG Strategies in Operations. I have been working for 25 years in areas related to sustainability, coordinating sustainability assessment processes such as ISE B3, CSA (Dow Jones), CDP, and preparing Integrated Reports. I have also coordinated various licensing processes and socio-environmental management of energy generation and transmission projects. Currently, I am a guest lecturer in postgraduate courses related to ESG themes at PUC PR and UFPR.
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Head of Visible Alpha Research. She spent 20+ years as an equity analyst and portfolio manager. At TIAA/Nuveen, Melissa specialized in covering global technology and consumer stocks and the Pan-Asia region. She also managed one of Fidelity's equity research teams as a director of research. In addition to her equity investing career, Melissa worked directly with software engineering teams at Bloomberg, Microsoft, and MSCI building cloud-based solutions to centralize and aggregate critical investment data for investors. Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder.
S&P Global Market Intelligence
Saugata Saha
President, Market Intelligence / Chief Enterprise Data Officer
Saugata serves as President of S&P Global Market Intelligence, leading the division's efforts to deliver essential insights and intelligence to clients worldwide. He is also S&P Global’s Chief Enterprise Data Officer, responsible for driving innovation and excellence in the company’s enterprise data strategy. Saugata is a member of S&P Global’s Executive Leadership Team, contributing to the strategic direction and growth of the organization.
In previous roles, Saugata served as President of the Energy division and as Chief Financial Officer for both the S&P Global Market Intelligence and S&P Global Platts divisions. Earlier in his tenure at S&P Global, he led financial planning and analysis (FP&A) and corporate strategy, oversaw operations and finance for the central technology group, and directed the integration program for a significant acquisition. Saugata also led the strategy team within S&P Global’s Ratings division.
Before joining S&P Global, Saugata was a consultant at McKinsey & Company’s New York office, where he advised clients on strategy, mergers and acquisitions, corporate finance, and operational improvements across various industries, with a strong focus on financial services.
Saugata began his career at The Godrej Group, a $4 billion diversified conglomerate based in Mumbai, India. During his seven years at Godrej, he held leadership roles in sales, spearheaded supply chain re-engineering initiatives, and worked closely with the Office of the Group Chairman on strategic initiatives.
Saugata holds a Bachelor of Science degree in Economics with Honors from St. Xavier’s College, Kolkata, India; a Postgraduate Diploma in Management from the Xavier Institute in Bhubaneswar, India; and a Master of Business Administration from Harvard Business School, where he graduated as a George F. Baker Scholar.
S&P Global Market Intelligence
Daniel J. Sandberg
Global Head of Quantitative Research & Solutions
Daniel J. Sandberg, PhD, CFA is a thought-leader at the intersection of data science, finance, and mathematics. After 9 years studying the physical sciences, Dan decided to apply his quantitative skill set to the field of equity research. In his current role, Dan leads original research projects, validates new alternative data sets, and builds better technology for Investment Management professionals.
Banco ABC Brazil
Fabiana Silva
ESG Head and Sustainable Finance
Executive with over 20 years of experience in the financial market, with strong expertise in sustainable business strategies, decarbonization, and ESG. Currently leads the ESG agenda at Banco ABC Brasil, driving the integration of environmental, social, and governance practices into the institutional strategy and positioning the bank as a relevant agent in the transition to a low-carbon economy.
Holds a postgraduate degree in Tax Law from PUC-SP and in Sustainable Business from FIA, with specialization in Taxation of the Financial and Capital Markets from FGV and an MBA in Finance and ESG from Ibmec. Has a solid career in wealth management, international fundraising, capital markets, and relationships with national and global financial institutions.
Her strategic ambition is to foster sustainable businesses that connect financial performance to the generation of socio-environmental value, with an emphasis on the carbon market, green finance, and climate solutions for Banco ABC Brasil's clients.
In 2015, she was selected to represent Brazil in the Fortune-U.S. Department of State Global Women’s Mentoring Partnership program, an initiative that connects young female leaders from emerging countries with senior executives in the United States. During the immersion, she was mentored by Karen Peetz, former CEO of Bank of New York Mellon, and had the opportunity to meet Hillary Clinton, the program's founder.
In 2024, she was invited by Harvard University to speak about Brazil's leadership in the global decarbonization agenda, highlighting the strategic role of the Amazon biome and Banco ABC Brasil's efforts in developing financial solutions aimed at climate transition.
As a leader at the forefront of the ESG agenda at ABC Brasil, she works on consolidating a data-driven decarbonization strategy, strengthening the offering of sustainab
Neo Investimentos
Luciano Sobral
Chief Economist and Partner
https://www.linkedin.com/in/lrsobral/
Luciano is Chief Economist (since 2020) and Partner (since 2021) at Neo Investimentos in São Paulo, Brazil. He previously worked as a Senior Economist at Banco Santander, covering the Brazilian economy both on the buy-side (proprietary and market making desks) and on the sell-side (global institutional and corporate clients). Before that, he was a partner and portfolio manager (global macro) at Fram Capital. He started his career in 2001 also at Santander, as a middle office analyst at the bank’s treasury department.
Luciano holds a Masters in public administration/international development from Harvard University (as a Jorge Paulo Lemann Fellow) and a Bachelor in economics from the University of São Paulo.
S&P Global Market Intelligence
Isabella Vallory
Associate Director,Credit & Risk Solution
Isabella Vallory joined S&P Global Market Intelligence in 2014. She is a Credit Specialist in the Credit Risk Solutions Department where she delivers climate and credit risk management solutions for institutions of different sizes and specialties with a primary focus in the Americas region. Isabella has led dozens of client engagement projects that focus on development of internal risk rating systems, validation of risk rating and deployment of dozens of Credit Assessment Scorecards representing most major assets classes.
Isabella Vallory joined S&P Global Market Intelligence in 2014. She is a Credit Specialist in the Credit Risk Solutions Department where she delivers climate and credit risk management solutions for institutions of different sizes and specialties with a primary focus in the Americas region. Isabella has led dozens of client engagement projects that focus on development of internal risk rating systems, validation of risk rating and deployment of dozens of Credit Assessment Scorecards representing most major assets classes. Ms. Vallory assists clients to identify risks and opportunities related to climate risk. Prior to this role, she focused on product development, analytical innovation and thought leadership for the U.S.public finance segment. Isa is noted for her award-wining level of client service, thought leadership and project management.
Ms. Vallory is a Sustainability and Climate Risk certificate holder from the Global Association of Risk Professionals (GARP). She holds a Postgraduate Teaching course and a summa cum laude Bachelor Degree of Arts in International Affairs from the University of Salvador (Buenos Aires, Argentina) where she has worked as an Associate Professor teaching International Economics/ Finance.
Ministerio do Planejamento Brasil
João Villaverde
Secretario
João Villaverde is the Secretary of Institutional Articulation at the Ministry of Planning and Budget (MPO). In the first nine months of 2023, he served as a special advisor to Minister Simone Tebet at the MPO. Prior to that, he was a professor of Public Administration at FGV in São Paulo. He worked as an economic policy consultant at MGA, a consulting firm based in NYC and London. He holds a master's degree and is a doctoral candidate in Public Administration and Government from FGV-SP. He was a researcher at Columbia University (New York) and spent 11 years as a journalist in newsrooms (Valor Econômico and Estadão). He won two awards for Best Reporting from Estadão, was a finalist for the Grande Prêmio Exxon Mobil de Jornalismo, and was a "Jornalista de Visão" scholarship recipient from the Ling Institute. He is part of the leaders' network of the Lemann Foundation. He is a co-author of the book "Rupturas do Pensamento," the memoirs of former minister Bresser-Pereira, released in June 2021 by Editora 34. He is also a co-organizer of the book "Reconstrução" (Editora Saraiva, 2022), alongside Felipe Salto and Laura Karpuska.
S&P Global Ratings
Julyana Yokota
Managing Director - Sector Lead
Julyana Yokota joined S&P Global Ratings in 2013 in the Infrastructure Ratings Group in Latin America. Before joining S&P Global Ratings, Julyana worked for 15 years in the banking industry, including Itau, Credit Suisse and BNP Paribas.
She holds a BA in Engineering from the University of Sao Paulo and a graduate degree in Finance from IBMEC - Instituto Brasileiro de Mercado de Capitais