Roberto Koeler Lira

Captain
DISC Type : SD

Head of Equities & Partner at Genial Investimentos

Rio de Janeiro, Rio de Janeiro, Brazil

Overview

Roberto Koeler Lira is the Head of Equities and a Partner at Genial Investimentos, where he leads the buy-side equity division. With over two decades in the market, including nearly 15 years at Icatu Vanguarda, he has extensive experience managing long-only and long-biased equity funds.

An economist by training, Roberto earned his BA from the Universidade Federal do Rio de Janeiro and a Masters degree from COPPEAD UFRJ. He is focused on delivering consistent results for clients by optimizing the risk-return relationship in his portfolios.

He is a pioneer and enthusiast of the dividend-focused investment style in the Brazilian market.

Personality Overview

Dynamic But Sincere

Consummate Professional

Planner & Achiever

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Dividend Investing
He is a vocal enthusiast for this investment style and his Plural Dividendos FIA fund has been highlighted for its strong performance in the category.
Equity Portfolio Management
As Head of Equities, he is directly responsible for managing multiple equity strategies, a role he has held for over 15 years across different firms.
Risk-Return Optimization
He has stated his team is "obstinate in delivering consistent results optimizing the risk-return ratio for our clients. "

Media Appearances

Roberto has no verified media appearances

Work History

5-2022
Head of Equities & Partner at Genial Investimentos
11-2007 - 3-2022
Head of Equities at Icatu Vanguarda
12-2003 - 11-2007
Investment Manager at Telos - Fundação Embratel

Education

2002 - 2003
Master's degree from COPPEAD UFRJ
1996 - 2000
BA from Universidade Federal do Rio de Janeiro

More Information

Social Presence :

Prographics :

Exp : 21 Location : Rio de Janeiro, Rio de Janeiro, Brazil Job Level : Mid-senior Designation : Head of Equities & Partner at Genial Investimentos
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Insights For Selling To Roberto

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roberto is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Roberto

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Roberto move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Roberto take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Roberto

Personality Compatibility


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