Sign in

    Rodrigo Ferreira

    Research Analyst at Bank of America

    Rodrigo Ferreira is an Equity Research Analyst at Bank of America, specializing in equity analysis and research for a range of public companies. Based in Charlotte, NC, he contributes to the bank's analytical coverage and investment research division, though his specific covered companies and performance metrics remain undisclosed in public sources. Ferreira started his role at Bank of America as an equity research analyst and is positioned within the corporation’s research arm. Publicly available information regarding his professional credentials, career timeline, and recognized achievements is limited, and there are no confirmed details about previous firms or FINRA securities licenses.

    Rodrigo Ferreira's questions to Patria Investments (PAX) leadership

    Rodrigo Ferreira's questions to Patria Investments (PAX) leadership • Q2 2025

    Question

    Rodrigo Ferreira of Bank of America inquired about Patria's expansion strategy in Mexico, including the types of partners or acquisitions sought, and asked for an update on the capital deployment pipeline, particularly for the infrastructure segment.

    Answer

    CEO Alexandre Saigh detailed a cautious expansion into Mexico, starting with a small real estate investment trust (fibra) acquisition alongside a local partner to target the logistics sector. He noted Mexico's growing pension fund market as a key opportunity for local products. Regarding deployment, Saigh confirmed that out of the $3.3 billion in pending fee-earning AUM, about a third is for infrastructure, with a strong pipeline in Brazilian toll roads and Colombian energy and water sanitation projects. He also highlighted the GPMS business, which has significant capital to deploy in European middle-market private equity secondaries.

    Ask Fintool Equity Research AI

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership • Q2 2025

    Question

    Rodrigo Ferreira from Bank of America questioned the Q2 slowdown in Global Listed Infrastructure flows and also inquired about the drivers behind the stronger flows into global real estate compared to U.S. real estate.

    Answer

    CEO Joseph Harvey explained the lower Global Listed Infrastructure flows were due to two large institutional clients rebalancing and taking gains, not performance issues. He affirmed a bullish long-term outlook for the strategy. Regarding real estate, Harvey confirmed a trend of increased interest in global strategies as investors look beyond 'American exceptionalism,' noting their pipeline reflects more global allocators. He added that concerns over U.S. policy have had minimal impact on flows.

    Ask Fintool Equity Research AI

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership • Q2 2025

    Question

    Rodrigo Ferreira from Bank of America asked about the reasons for the slowdown in Global Listed Infrastructure flows in Q2 and the drivers behind the stronger demand for global real estate compared to US real estate.

    Answer

    CEO Joseph Harvey explained that the lower Global Listed Infrastructure flows were due to two large institutional clients rebalancing their overweight positions back to target levels, not due to performance issues. Regarding real estate, Harvey confirmed a trend towards global strategies as investors look beyond 'American exceptionalism,' a dynamic reflected in the firm's pipeline. He also noted that concerns over US policy had a minimal impact on flows.

    Ask Fintool Equity Research AI

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership • Q2 2025

    Question

    Rodrigo Ferreira from Bank of America asked about the reasons for the slowdown in global listed infrastructure flows in Q2 after a strong Q1. He also inquired about the drivers behind stronger flows into global real estate versus U.S. real estate and whether there has been a notable shift away from U.S. assets.

    Answer

    CEO Joseph Harvey explained that the moderation in global listed infrastructure flows was due to two large institutional clients rebalancing their portfolios back to target weights after achieving strong performance. Regarding real estate, Harvey confirmed an increased interest in global strategies as investors look beyond 'American exceptionalism,' a trend reflected in the current institutional pipeline. He clarified that concerns over U.S. policy, such as the now-removed 'revenge tax,' have had a minimal impact on investor allocations.

    Ask Fintool Equity Research AI

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership • Q2 2025

    Question

    Rodrigo Ferreira of Bank of America asked about the drivers behind the weaker Q2 flows in global listed infrastructure compared to Q1. He also inquired if the stronger flows in global real estate versus U.S. real estate were driven by U.S. or international investors and if there was a post-'Liberation Day' shift away from U.S. assets.

    Answer

    CEO Joseph Harvey explained that the global listed infrastructure slowdown was due to two large institutional clients rebalancing portfolios and taking gains, not performance issues. He confirmed an astute observation on real estate, noting that while 'American exceptionalism' has historically favored U.S. strategies, there is growing interest in global real estate, reflected in the pipeline. He added there has been very little impact from U.S. policy concerns.

    Ask Fintool Equity Research AI

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership • Q2 2025

    Question

    Rodrigo Ferreira from Bank of America asked about the drivers behind the weaker net flows in global listed infrastructure during the second quarter compared to the first. He also questioned the trend of stronger flows into global real estate versus U.S. real estate, asking if this demand was from U.S. or international investors and if a shift away from U.S. assets was occurring.

    Answer

    CEO Joseph Harvey explained that global listed infrastructure flows, while still positive, were moderated by two large institutional clients rebalancing their portfolios and taking gains. Regarding real estate, Harvey confirmed a trend toward global strategies as international markets catch up, noting that the firm's pipeline reflects more interest from global allocators. He stated that concerns over U.S. policy have had minimal impact on allocation decisions.

    Ask Fintool Equity Research AI

    Rodrigo Ferreira's questions to COHEN & STEERS (CNS) leadership • Q2 2025

    Question

    Rodrigo Ferreira from Bank of America questioned the reasons for moderated global listed infrastructure flows in Q2 and the dynamics behind stronger global versus U.S. real estate flows, including investor geography.

    Answer

    CEO Joseph Harvey explained that lower Q2 global listed infrastructure flows were due to two large institutional clients rebalancing and taking profits, not a change in strategy appeal. He remains bullish on infrastructure. Regarding real estate, Harvey confirmed a shift toward global strategies as investors look beyond 'American exceptionalism,' noting the firm's pipeline reflects more global allocators. He added that concerns over U.S. policy, like the now-removed 'revenge tax,' have had minimal impact on flows.

    Ask Fintool Equity Research AI