Marcelo Knopfelmacher

Marcelo Knopfelmacher

Lawyer and Deal Maker / Partner at
Knopfelmacher, Locke Cavalcanti Law
Firm, São Paulo and Brasília, Brazil / Director of BRICS Strategic Solutions
Ltd., London, UK.

Location Brazil and United Kingdom

Activity

  • Marcelo Knopfelmacher made a comment
    Congratulations!

    Thank you very much.
    This course was magnificient.
    Best wishes to Professors Wahlroos and Meyer.

  • Marcelo Knopfelmacher made a comment
    Takeaways from the course

    Thank you very much for the extraordinary classes and lessons on this magnificent course.

  • Marcelo Knopfelmacher made a comment
    Will AI invest for us in the future?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    The future of wealth management

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Central banks and market crashes

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Are market crashes predictable?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Undervalued stocks

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Hard work, luck, and skill

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Risk: A threat or an opportunity?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Predicting the future

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Which concepts are important in finance?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    History and wealth management

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Financial theory and wealth management

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Introduction to Week 7

    Looking forward to starting to learn this week.

  • Marcelo Knopfelmacher made a comment
    Have your say on Week 6

    Negative interest rates and its implications was a great learning for me.
    I would sure be very worried about the right decisions to take during a market crash. But I would not panic, trying to ger the best opportunities in that situation.

  • Marcelo Knopfelmacher made a comment
    Summary of Week 6

    Very good summary.

  • Marcelo Knopfelmacher made a comment
    Have your say on negative interest rates

    I would invest in real estate.

  • Marcelo Knopfelmacher made a comment
    How can interest rates be negative?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Negative interest rates

    This issue concerning negative interest rates is a bit more complicated to me and beyond my full comprehension.

  • Marcelo Knopfelmacher made a comment
    Inflation

    Extremely well explained !!!

  • Marcelo Knopfelmacher made a comment
    The tools of a central bank

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Comments on central banks

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Central banks

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Bankruptcies are necessary

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Bank runs, moral hazard, and too big to fail

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Market liquidity and efficiency during market crashes

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Comments on market crashes

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Market crashes

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Introduction to Week 6

    Looking forward to learning all of this.

  • Marcelo Knopfelmacher made a comment
    Have your say on Week 5

    Index funds being a great option was the high part of my learning this week.

  • Marcelo Knopfelmacher made a comment
    Summary of Week 5

    Very good summary.

  • Marcelo Knopfelmacher made a comment
    Stock picking

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Stock picking versus index funds

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    More on active and passive funds

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Stay away from fees!

    I fully agree !

  • Marcelo Knopfelmacher made a comment
    Active versus passive

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Imposing restrictions on the investable assets

    I wouldn’t like to make any restrictions.
    If the assets are not illegal I don’t see a reason not to invest in.

  • Marcelo Knopfelmacher made a comment
    Comments on portfolio theory

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Portfolio theory

    Very well explained !

  • Marcelo Knopfelmacher made a comment
    Have your say on risk aversion and investment horizon

    I am a moderate risk taker.
    Since I want to work until the last day of my life, I don’t think I will change my risk taking profile.
    Long term plan for investments, im my view, must be based on diversified assets, such as stocks, bonds and real estate.
    For the old man, I suggest less risk taking portfolio.
    For the young lady, I suggest more risky...

  • Marcelo Knopfelmacher made a comment
    Investment horizon and risk aversion

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Risk aversion

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    What is wealth management?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Introduction to Week 5

    Looking forward to learning all of this.

  • Marcelo Knopfelmacher made a comment
    Summary of Week 4

    Very good summary !

  • Marcelo Knopfelmacher made a comment
    Fintech and markets

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Fintech

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    FinTech and algorithmic trading

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Market liquidity

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Anomalies: January effect and the size effect

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Anomalies and Risk Factors

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    CAPM and the beta

    Very well explained !

  • Marcelo Knopfelmacher made a comment
    The Capital Asset Pricing Model

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Comments on luck versus skill

    I think that success is a combination of hard work, some inspiration, hard studies, a very good relationship with investors and market agents an a little bit of luck aswell.

  • Marcelo Knopfelmacher made a comment
    Luck versus skill

    Very well explained !

  • Marcelo Knopfelmacher made a comment
    Are markets efficient?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Efficient markets

    Very well explained !
    My wife is always right too and I wouldn’t dare saying it differently.

  • Marcelo Knopfelmacher made a comment
    Market efficiency

    Very well explained !

  • Marcelo Knopfelmacher made a comment
    Introduction to week 4

    I am looking forward to learning all of this !

  • Marcelo Knopfelmacher made a comment
    Have your say on Week 4

    The efficiency of the markets was a very interesting issue to study

  • Marcelo Knopfelmacher made a comment
    Summary of Week 3

    Very good summary !

  • Marcelo Knopfelmacher made a comment
    Is it 4% or 5%?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    What is the equity premium puzzle?

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    More on diversification

    I am not a small money gambler at all.
    Very well explained !

  • Marcelo Knopfelmacher made a comment
    Don't put all your eggs in one basket!

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    The number of assets and diversification

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Correlation and diversification

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Diversification: An introduction

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Have your say on risks and returns

    To be very honest, and since I have been investing for a long time in bonds, equity and real estate, the lessons we had concerning risk and return have confirmed my thoughts about the market’s functioning.

  • Marcelo Knopfelmacher made a comment
    Systematic and unsystematic risk

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Risk and return

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Measures of risk

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Definition of return

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Have your say on Week 3

    It was really productive.

  • Marcelo Knopfelmacher made a comment
    Introduction to Week 3

    Looking forward to learning all of that.

  • Marcelo Knopfelmacher made a comment
    Have your say on Week 2

    Thank you very much.
    It was a productive week.

  • Marcelo Knopfelmacher made a comment
    Summary of Week 2

    Good summary.

  • Marcelo Knopfelmacher made a comment
    Comments on stock valuation part 2

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Comments on stock valuation part 1

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Valuation of stocks

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Valuation of bonds

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Try out for yourself

    Using the calculator I did quite well. Not difficult.

  • Marcelo Knopfelmacher made a comment
    The importance of compound interest

    5 to 7% is excelent !

  • Marcelo Knopfelmacher made a comment
    Compound interest

    Impressive !

  • Marcelo Knopfelmacher made a comment
    Comments on the time value of money

    Finance definitely beats physics !

  • Marcelo Knopfelmacher made a comment
    Discounting

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Comments on interest rates and yield curves

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Yield curve

    Very well explained. Looking forward to watching a video with Professor Wahlroos to understand more details about the yeld curve.

  • Marcelo Knopfelmacher made a comment
    Interest rates

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Introduction to Week 2

    Great. Looking forward to learning all of this.

  • Marcelo Knopfelmacher made a comment
    Have your say on Week 1

    Derivatives was the most interesting topic for me.
    Since I already have some real estate portfolio, I would continue investimg in some assets as bonds, equity and money market instruments.

  • Marcelo Knopfelmacher made a comment
    Summary of Week 1

    That is a truthful summary.

  • Marcelo Knopfelmacher made a comment
    Option pricing

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Comments on derivatives

    Very well explained.

  • Marcelo Knopfelmacher made a comment
    Derivatives

    Very well explained. Now I got it.

  • Marcelo Knopfelmacher made a comment
    Financial vehicles and instruments

    Very well explained.
    I am looking forward to reading about derivatives.

  • Marcelo Knopfelmacher made a comment
    Combining asset classes

    Money, bonds and stocks. And perhaps some real estate aswell. That is what I do.

  • Marcelo Knopfelmacher made a comment
    Other asset classes

    Very well explained !

  • Marcelo Knopfelmacher made a comment
    Stocks, bonds, and money market instruments

    Excelent explanation.

  • Marcelo Knopfelmacher made a comment
    Asset classes

    Indeed, diversification is one of the fundamental concepts in finance.