About
Partnerships are one of the main pillars of Poli Finance and one of the ways we train our members. Through them, group members take part in structured projects throughout the semester within our three cells: Investment Banking, Asset Management and Private Equity. Each of these areas is tutored by a partner firm, providing a practical and in-depth immersion in the financial market. In this way, Poli Finance reinforces its mission to train highly qualified professionals, connected to market demands and prepared to act with long-term impact.
Asset Management
Poli Finance's Asset Management cell focuses on training members in asset analysis and portfolio management. The project lasts about 4 months, starting during the vacations with technical training and market studies. During the school term, there are weekly meetings to present sector, company and valuation reports. In addition, the members meet to discuss papers on risk and portfolio management. The Head coordinates deliveries and maintains contact with the manager. Currently, in the Asset cell, Poli Finance is accompanied by Tenax Capital, one of the country's leading independent managers. The project analyzes Marcopolo (POMO4), exploring its fundamentals, market prospects and investment evaluation.
Gerdau - 2023.2
Current partnership
Past partnerships
Investment Banking
Poli Finance's Investment Banking cell trains members in company and transaction analysis. The project lasts about 4 months, starting during the vacations with training and prospecting for possible transactions. During the school term, there are monthly meetings with the partner house to put together the Investment Case, covering sector and company deliveries, the structure of the transaction and its rationale, and valuation. The members also hold internal discussions on IB books and papers.
Currently, in the Investment Banking cell, Poli Finance is accompanied by UBS BB, one of the leading investment banking houses.
Nike & On - 2023.2
Current partnership
Past partnerships
Private Equity
Poli Finance's Private Equity cell trains members in analyzing investments in companies, structuring operations and creating value. The project lasts around 4 months, starting during the vacations with the screening of companies on the basis of their suitability for private investment. During the school term, monthly meetings are held with the partner house to delve into topics such as due diligence, financial modeling and exit strategies. At the same time, deliveries are made on market and company analysis, the plan to generate value for the operation and divestment.
In the Private Equity cell, Poli Finance is currently accompanied by Lazuli Partners, a renowned private equity firm. This semester's project will be the analysis of a private investment in CI&T.
Valid 2024.1
Current partnership
Past partnerships
