Perspectives on markets, companies, economy and leadership
G5 Talks: Mauro Cunha
We held yet another edition of G5 Talks in February 2021. This time, our guest was Mauro Cunha, Economist and Professor, and one of the greatest leaders in the Brazilian Capital Markets environment, with nearly 30 years of industry experience. He is a president of AMEC and a former chairman of the Board of Directors of IBGC, having also served as a member of the Board of Directors of companies such as Petrobras, Eletrobras and Caixa Econômica Federal.
Francisco Gros Award for Excellence – Instituto Cesar Cielo
Every year, G5 Partners recognizes, through the Francisco Gros Award for Excellence, institutions and individuals whose mission is to improve the world. This year, we awarded Instituto Cesar Cielo. The Institute’s representatives, Cesar Cielo and Flávia Cielo, had a chat with the employees of G5 Partners, who watched the awards via Zoom, and talked about their journey.
G5 Talks: Dr. Rui Brandão, CEO from Zenklub
There has never been so much talk about health as in recent years. Digital evolution, social networks and aesthetic standards has already proven how emotional and mental well-being is essential for quality of life. Then, a pandemic arrived and changed our daily routines. Two years down the road, after social isolations, working from home, and changing how we relate, we decided to discuss, once again, an extremely important topic: How is people’s mental health?
Professor highlights the political teachings in Shakespeare’s work
At yet another edition of G5 Talks, this time with José Roberto de Castro Neves, lawyer, Civil Right professor at PUC- RJ and specialist in Shakespeare literature, Mr. Castro Neves discussed with our partners Marcelo Lajchter e Levindo Santos the messages contained in the works of one of the greatest Western authors of all time.
Marcelo Trindade reveals behind-the-scenes of the electoral campaign
The June edition of G5 Talks was held with Marcelo Trindade — lawyer, law professor at PUC-Rio, former CEO of CVM, and former vice-chairman of the Board of Directors of BM&F Bovespa.
During the chat, Mr. Trindade gave behind-the-scenes details of his election campaign for governor of the State of Rio de Janeiro, in 2018.
Venture Capital: know how to invest
In this webinar, held with FBN Brazil, Renato Klarnet, our founding partner and head of the wealth management group, and Edson Rigonatti, partner at Astella Investimentos, talk about the Venture Capital scenario in Brazil and how to set up an Investment program.
G5 Talks: FBN awakens and inspires families
We spoke to Cristina Baumgart, member of the board of directors of the Family Business Network (FBN Brazil) and chairwoman of the Baumgart family council, and Silvia Pedrosa, superintendent of FBN Brazil.
They spoke about FBN’s mission and values, as well as its importance for business families. Also commented on the organization’s influence on the Baumgart Group.
The brazilian IPO momentum
The public equity market generally has a direct correlation with economic growth cycles. Particularly during periods of economic development, equity markets undergo a value creation process in which companies play a leading role, leading to the increase in share prices of publicly listed companies.
In this article, G5 partner Levindo Santos and founding partner of Cortéx Consultoria, Carlos Macedo, evaluate the IPOs in the country.
Banco Inter: CFO talks about women in leadership roles
We welcomed Helena Caldeira, CFO and Investor Relations Director at Banco Inter, on our G5 talks.
She spoke about her professional journy, the challenges posed by the corporate market for women, in addition to those associated with managing a changing digital bank with growth rates.
Economic scenarios: what to expect for 2021
In this webinar, held on February 25, our founding partner and head of the wealth management group, Renato Klarnet, and the partner and co-manager of variable income, fixed income and currency portfolios in Brazil and abroad, speak on the investment scenario for 2021.
M&A: Market should remain positive in 2021
Despite the great challenges faced with the covid-19 pandemic, the Brazilian mergers and acquisitions market recorded its second highest number of transactions in the last 20 years.
In this article, our director and partner, Daniel Lombardi, talks about the outlook for 2021 and the sectors that are expanding.
Time do Bem reveals challenges in Amazonas
The February edition of G5 Talks discussed the necessities, challenges, and impacts of social responsibility actions.
André Benchimol, Founding Partner of G5 Partners, and Levindo Santos, Senior Partner of G5 Partners, invited Marx Gabriel and José Alecrim, the CEO of MB Consultoria and Operations Director of Grupo VDA, respectively, who are responsible for Time do Bem, a group of individuals, with no political ties, which was set up exclusively to assist with the crisis of the public health system in the Amazon.
The Entrepreneurial Revolution
In this second article of our series on Brazilian entrepreneurs, we focus our attention on Wellington Vitorino, a young entrepreneur who, at the age of 26 is the Founder and Head of Instituto Four.
G5 partners works with Time do Bem to minimize the collapse in AM
G5 Partners, which is constantly committed and engaged in the transformation of our society, would not forsake actions aimed at minimizing the collapse of the public health system in the State of Amazonas.
Our partners and employees collaborated with the efforts of Time do Bem, comprised by a group of civilians with no political ties, to exclusively to help in the crisis unleashed a few weeks ago in the State’s public health system.
G5 Partners hosts an OFF-SITE for the year 2020 and grants awards
On December 5, 2020, we held the annual OFF-SITE event with the entire G5 Partners team. This year, the event took place online to preserve everyone’s health.
At the opening of the web conference, Corrado Varoli, CEO of G5 Partners, spoke about the challenges overcome in 2020 and the prospects for next year.
Corporate debt restructurings: how does It work?
Companies can get financially stretched for several reasons: economic difficulties, cash pressures, falling demand and even stress from exposure to foreign currencies, such as the US Dollar.
When any of these adverse situations occur, honoring debt payments may become difficult and this sets the stage for a debt restructuring process.
Great brazilian entrepreneurs: Samuel Benchimol
The creation and existence of G5 Partners are closely associated with two fundamental elements: the entrepreneurial vein of its partners and their vocation to serve and relate with business families.
The first text in our series tells the story of Samuel Benchimol, a simple tribute to one of the most admirable and successful business families.
Paulo Passoni reveals what helped shape his career
The latest edition of G5 Talks was held with Paulo Passoni, Managing Partner of the SoftBank fund dedicated to Latin America. The fund focuses on investing in companies in Latin American that offer high growth potential and are aimed at impacting the economic and social reality.
The investor spoke with Levindo Santos and Renan Rego, Partners at G5, and with portfolio manager Fernando Donnay about his career, high impact entrepreneurship and the venture capital market in Brazil.
The new investment scenario in Brazil
In an article for Exame, our senior partner Renan Rego comments on investments in a low interest scenario.
In the text, he talks about the teachings of the largest global investors and explains allocation in alternative investments.
The authors of “Brasil: Paraíso Restaurável” talk about a sustainable future
The G5 Talks session in October 2020 discussed an extremely relevant and current topic: building the foundations for a more sustainable and prosperous future. To discuss the matter, we invited Jorge Caldeira, Luana Schabib and Julia Marisa Sekula.
In this edition, Eduardo Caldeira and Levindo Santos, partners at G5, discussed with the authors the urgent issues of the faced by the current economic model during the first decades of the 21st century, in which environmental concerns begin to occupy the center of the global agenda.
Professor at Insper talks about ESG
We spoke with the partner at Mauá Capital and professore at Insper, Carolina da Costa, in our G5 Talks.
In the virtual chat, Carolina talked with Corrado Varoli, the CEO of G5 Partners, as well as with Levindo Santos (senior partner) and Liran Gostein (analyst) regarding ESG (environmental, social and corporate governance) investing and its impacts on companies, investors and society as a whole.
The importance of a family council for a company’s governance
A family council has a very important role in developing governance practices for family-run businesses.
This role becomes even clearer as the number of generations involved in a company’s operations increases and, consequently, so does the number of family members with interests in the company.
Watch the video of our senior partner, Levindo Santos, about the issue.
The Board of directors in times of pandemic
In this article, partners Nathaniel Wendling and Levindo Coelho Santos talk about the main challenges currently faced by board.
In the text, they help identify different ways in which Boards of Directors can support companies during the challenging periods imposed by the crisis, as well as the best ways to adapt to the new modus vivendi.
A founding partner of The Raine Group recalls his career
We held another G5 Talks session and this time, our guest was Joseph Ravitch, a co-founder and partner of The Raine Group (USA). At the virtual chat, Joe talked about career and business.
Joseph remembered historical moments from the start of his career, such as when he helped develop laws for the market economy of Russia and the former Soviet Union, back in 1990/1991.
Samuel Emílio discusses structural racism and education
Our 4th G5 Talks Meeting was held with Samuel Emílio, 24, co-founder of Educafro’s Engaja Negritude platform, the national coordinator of Movimento Acredito and a member of the RenovaBR training program.
Among the highlights of the conversation was the discussion on the differences between personal and structural racisms.
CEO of Quinto Andar comments on his current challenges
Gabriel Braga, one of the founding partners and CEO of QuintoAndar, participated in the G5 Talks at the end of May 2020.
During the conversation, Gabriel Braga spoke about his entrepreneurial journey, from the very beginning of the project to its current situation, and also discussed his views on the transformations underway in the real estate market, in addition to the recent impacts of the Covid-19 pandemic in the real estate market in general.
G5 Partners support Gerando Falcões NGO campaign
G5 Partners is committed to transforming the reality of the Brazil and has always actively participated in educational and social projects. Faced with the responsibility of combating the Covid-19 pandemic, our partners and employees joined forces to make donations to the Gerando Falcões NGO, in an effort to help vulnerable communities in need of food and personal hygiene products.
Our employees and clients are supporting the NGO’s “CORONA NO PAREDÃO FOME NÃO”.
The Largest Financial Crises and Their Legacies for Future
Can the previous major financial market crises provide us with a parallel to the current crisis caused by the new Coronavirus? Have the actions taken to minimize the impacts of these crises left any legacy that has been used?
In this article, you will read about the similarities and differences between the current financial crisis and the previous ones.
Leadership in times of crisis
During times of extreme tension and insecurity, just as the ones we have been experiencing with the Covid-19, we often feel confused about what to do and what to expect for the future. Anguish takes over us, a feeling that is amplified by the apparent lack of leaders who are capable of uniting, inspiring and guiding us bravely and responsibly during turbulent times.
During these situations, we believe it is important to revisit past events and take away lessons on how to act. In this process, we invariably find inspiration to exercise the positive leadership role.
Covid-19: responsibility and communication at companies
A company is an important soldier in the war against the coronavirus. This is because communication with employees, customers and society has a fundamental role.
During this key moment, in which connections are created with purpose, you can see practical tips for companies to engage more with their employees and meet client demands, which are increasingly higher.
PVC comments on how Covid-19 impacted sports and soccer teams
Like all markets, the Sports industry also stopped because of the Coronavirus, which impacted the entertainment industry and the overall economy.
For those of you who are sports enthusiasts, or who invest in the industry, G5 Partners spoke with Paulo Vinícius Coelho to discuss the coronavirus has impacted the sports industry.
The challenges of an investment manager
An investment manager’s life is not easy. We are expected to always make the right moves – even for “black swans”. Although Covid-19 took almost everyone by surprise, we should not have been surprised with the correction in stock market prices.
Founding partner and Head of the Wealth Management Group of G5 Partners, Renato Klarnet, make a analysis of the current scenario and the prospects for recovery from the crisis.
G5 Partners elected as the best M&A firm by Leaders League
G5 Partners was elected by Leaders League as the best independent financial services firm in the M&A Boutique category. The award ceremony took place during the Finance & Law Summit and Awards event, held on March 12 at the Four Seasons Hotel, in São Paulo.
Professor introduced a simulator that helps understand the impacts of climate change
G5 Partners implemented the G5 Talks project in 2020, in which business and community leaders discuss relevant issues and other general topics of interest with our employees. The goal is to foster and broaden the curiosity, learning and development of our professionals.
At the first talk, held in early March, our guest was Dr. Cylon Gonçalves Silva, Professor Emeritus at UNICAMP (University of Campinas). Professor Cylon is a physicist and one of the leading scientific references in Brazil.
Brazilian M&As increase by more than 40%
The economic recovery has driven the M&A market in Brazil. Recent data from consulting firm KPMG shows that 1,231 M&A transactions were completed in 2019, a 27.3% leap versus 2018, when 967 transactions were announced. This is the third consecutive record-breaking year for M&As, which had 830 transactions announced in 2017.
The next chapters of the mobile revolution
The most significant technological disruption factor of this decade came from the adoption of mobile devices.
Its impact on our daily lives is undeniable as it changed the way we communicate and the amount of time we are connected.
IPO: an option for corporate development
The first stock exchange in Brazil was created back in 1845, in the City of Rio de Janeiro. But it was only during the second half of the twentieth century, however, that the organized stock market gained relevance in the country, thanks to the gradual advances in the regulatory environment and corporate governance practices. Today, the São Paulo Stock Exchange, the only stock exchange operating in Brazil, is among the largest in the world, with a market capitalization of approximately R$ 3.4 trillion.
The board of directors in the 21st century
Major corporate scandals during the beginning of the century, such as those involving Enron, WorldCom and Tyco, have sparked reactions from lawmakers and regulators around the world. In addition to profound regulatory changes, such as the ones introduced by the Sarbanes-Oxley Act in the US, several other initiatives have broadened the responsibilities of boards of directors to ensure their independence and strengthen their role as a direct oversight body.
The difference that makes all the difference
In 2007, Corrado Varoli, an Italian Canadian investment banker with over 20 years of experience at the time, having served as head to some of Latin America’s leading Wall Street banks, announced his decision to move to Sao Paulo and start his own financial advisory firm: G5 Partners.
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