Ricardo Bekin
Chief Executive Officer at Ativo Capital Management LLC
Profile
Mr. Ricardo Bekin is a Founder, Chief Executive Officer & Chie Investment Officer at Ativo Capital Management LLC.
He is on the Board of Directors at Ativo International Equity Fund LP and New America Alliance, Inc. He has over 25 years of financial and investment management experience.
Mr. Bekin is responsible for establishing processes and procedures for stock valuation, financial modeling, and portfolio construction.
He led Callard, Madden & Associates through the creation of their asset management firm, which ultimately became Ativo Capital Management, LLC.
He oversees all investment management activities at Ativo.
Prior to founding Ativo, Mr. Bekin held positions for financial institutions in Brazil and the United States, including Credit Lyonnais, Dorchester Capital and our predecessor firm, Callard, Madden & Associates.
He holds a bachelor’s degree in Business from the FundacaoGetulioVargas in Brazil and an MBA in Finance from the University of Chicago.
Ricardo Bekin active positions
| Companies | Position | Start |
|---|---|---|
Ativo Capital Management LLC
 Ativo Capital Management LLC Investment ManagersFinance Ativo Capital Management LLC (Ativo) is a SEC-registered investment adviser headquartered in Chicago, Illinois. Formerly known as Callard Asset Management LLC, the firm was founded by Ricardo Bekin in 2001 and is a direct subsidiary of Ativo Holdings LLC. Ativo offers a variety of long-only equity strategies to individual and institutional clients as separately managed accounts. | Chief Executive Officer | 2000-12-31 |
Ativo International Equity Fund LP
 Ativo International Equity Fund LP Investment Trusts/Mutual FundsMiscellaneous Ativo International Equity Fund LP engages in pool investment fund activities. The company was founded on October 21, 2015 and is headquartered in Chicago, IL. | Director/Board Member | - |
New America Alliance, Inc.
 New America Alliance, Inc. Miscellaneous Commercial ServicesCommercial Services New America Alliance, Inc. is a non-profit organization, which engages in the provision of services focusing on education, political empowerment, strategic, philanthropy, and public policy advocacy. The company was founded by Raul Yzaguirre and Henry Cisneros in 1999 and is headquartered in Dallas, TX. | Director/Board Member | - |
Former positions of Ricardo Bekin
| Companies | Position | End |
|---|---|---|
Ativo Research LLC
 Ativo Research LLC Investment ManagersFinance Ativo Research was an award winning securities research firm that produced independent equity research from 1971 to 2013. Ativo Research was an industry leader in the practical application of quantitative finance theory to real-world analysis of securities. Ativo’s approach began with the principles originally developed by Merton Miller, Franco Modigliani, James Tobin and others at the University of Chicago. Ativo’s unique contribution was the empirical validation that made these theoretical principles useful in making investment decisions. The Ativo Research model is now exclusively utilized by Ativo Capital Management, a Chicago-based registered investment advisor managing equity portfolios for institutional clients. | Founder | 2012-12-31 |
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Analyst-Equity | 1989-12-30 |
| FMC CORPORATION | Corporate Officer/Principal | 1989-12-30 |
Dorchester Capital LLC
 Dorchester Capital LLC Finance/Rental/LeasingFinance Dorchester Capital LLC provides banking and financial services. The company was founded in 2016 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
Training of Ricardo Bekin
| Getulio Vargas Foundation | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| FMC CORPORATION | Process Industries |
| Private companies | 6 |
|---|---|
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Finance |
Ativo Capital Management LLC
Ativo Capital Management LLC Investment ManagersFinance Ativo Capital Management LLC (Ativo) is a SEC-registered investment adviser headquartered in Chicago, Illinois. Formerly known as Callard Asset Management LLC, the firm was founded by Ricardo Bekin in 2001 and is a direct subsidiary of Ativo Holdings LLC. Ativo offers a variety of long-only equity strategies to individual and institutional clients as separately managed accounts. | Finance |
New America Alliance, Inc.
New America Alliance, Inc. Miscellaneous Commercial ServicesCommercial Services New America Alliance, Inc. is a non-profit organization, which engages in the provision of services focusing on education, political empowerment, strategic, philanthropy, and public policy advocacy. The company was founded by Raul Yzaguirre and Henry Cisneros in 1999 and is headquartered in Dallas, TX. | Commercial Services |
Dorchester Capital LLC
Dorchester Capital LLC Finance/Rental/LeasingFinance Dorchester Capital LLC provides banking and financial services. The company was founded in 2016 and is headquartered in Minneapolis, MN. | Finance |
Ativo Research LLC
Ativo Research LLC Investment ManagersFinance Ativo Research was an award winning securities research firm that produced independent equity research from 1971 to 2013. Ativo Research was an industry leader in the practical application of quantitative finance theory to real-world analysis of securities. Ativo’s approach began with the principles originally developed by Merton Miller, Franco Modigliani, James Tobin and others at the University of Chicago. Ativo’s unique contribution was the empirical validation that made these theoretical principles useful in making investment decisions. The Ativo Research model is now exclusively utilized by Ativo Capital Management, a Chicago-based registered investment advisor managing equity portfolios for institutional clients. | Finance |
Ativo International Equity Fund LP
Ativo International Equity Fund LP Investment Trusts/Mutual FundsMiscellaneous Ativo International Equity Fund LP engages in pool investment fund activities. The company was founded on October 21, 2015 and is headquartered in Chicago, IL. | Miscellaneous |
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