Q&A: From Finance & Investor Relations to Sustainable Finance

 I’m a 15+ year finance, investor relations, market intelligence and Corporate ESG strategy leader across largest listed companies and venture capital in Brazil and Europe. At the LaTAm largest investment holding company, I tripled the retail shareholder base (~245k → ~1M, largest private base on Brazilian Stock Exchange), launched the company’s first Corporate ESG strategy (embedded into risk & performance), rolled out strategic KPIs, revamped IR disclosures (earnings, sustainability report, regulatory filings) and conducted 100+ investor meetings/roadshows in LaTAm and U.S. I also directed strategic market communications for M&A in LPG distribution, water & sanitation, asset management and pulp & paper industries, and built an S&P-based corporate credit-rating model at the world’s largest pulp & paper company (LatAm-based).  

I’m happy to take questions from all corners of the world and would love to begin by answering the following ones:

  • Career transitions (including pivot at 40)
  • Implementing a corporate sustainability strategy inside an asset manager/holding.
  • Switching from largest listed companies to VC/startups and strategy consulting firms.
  • Lessons learned in investor relations.
  • How to build investor confidence and market reputation.
  • Positioning companies as competitive players for capital.
  • Navigating corporate and capital-markets realities to create value for all stakeholders.

As a tireless learner, I chose to pivot from pure finance to sustainable finance, where I’ve encountered both opportunities and challenges. I am completing an MSc in Sustainable Finance & Fintech Management in France. Since January 2025, I have served as a Sustainable Finance Advisor to a Clean Energy French VC, developing impact-oriented financial models and conducting market assessments of European and U.S. innovation ecosystems. More recently, I have started to support a mid-sized French consulting firm in repositioning its ESG corporate strategy through competitive benchmarking and consulting-market analysis. 

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