Expert advisor on Impact Investing, Conscious Capitalism, Private Equity, Finance and Banking
Language:English, Portuguese, Spanish
A thirty-year, highly successful career in corporate banking and investment (in South America, the United States, Europe and Asia) have turned Brazilian-born Ed Morata into a remarkable advisor who specializes in asset management and international business. A skilled negotiator and high-performance corporate banker and investor, he is also an impact investing expert and a staunch advocate of social entrepreneurship and the ‘new’ capitalism model – Conscious Capitalism. These are still niche concepts, but he believes some day they will be mainstream.
Ed Morata started his career as a public speaker in 2000, where, as part of his responsibilities at Santander Group, he gave speeches on investing, human resources management, foreign trade and CSR. Soon after, he went from speaking in front of in-house audiences of up to 500 people to giving talks to individual, corporate and institutional clients, as well as participating as a speaker at renowned U.S. universities such as the University of Massachusetts Boston, George Washington University, Brandeis University, Tufts and Princeton.
He is currently a partner at Eneas Alternative Investments, an asset manager specialized in opportunistic niche investments in the Iberian Peninsula, and CEO at Eneas International. He combines those roles with being President of Lug Healthcare Technology, a med-tech company specialized in the management and control of administrating medications and conducting clinical trials.
He holds a Master’s degree in International Economic Relations Law from the Pontifícia Universidade Católica de São Paulo (Catholic University of São Paulo, Brazil). He also completed studies at the University Of Ottawa and Universidade de São Paulo (São Paulo State University, Brazil), as well as at the IESE and INSEAD business schools.
After working at Citibank, ING and Banco SRL, he began at Santander Group in 1996. At that banking industry giant, he was part of the team designated to merge several banking institutions acquired by Santander in Brazil, with a special focus on the acquisition of Banco do Estado de São Paulo – Banespa. He also held various senior positions, including general manager of Santander Asset Management Brazilian operations (2000/2007) and subsequently the U.S. corporate banking operations (2010/2013), where he made important operational and financial improvements.
In addition, he was Chief of Staff at Santander’s US division. There, he began focusing on the organization’s CSR, hence his efforts to raise awareness about the "triple bottom line" -financially, socially and environmentally sustainable companies– and his involvement in civil society through the boards of various NGOs.