Ed Morata

Expert advisor on Impact Investing, Conscious Capitalism, Private Equity, Finance and Banking

English

Spanish

Travels from

United States

Massachusetts

What are the Expert’s Topics?

Topics

Specific topics

Corporate banking

Investment

About the Expert

Who Is Ed Morata?

With over thirty years of success in corporate banking and investment management across South America, the United States, Europe, and Asia, Ed Morata is a Brazilian consultant specializing in asset management, wealth advisory, and international business. A skilled negotiator and high-performance team builder, Morata is also an expert in impact investing and a proponent of the “conscious capitalism” model. Currently, he combines his role as co-founder and partner of Eneas Alternative Investments with the presidency of Lug Healthcare Technology, a med-tech company specializing in medication administration and clinical trial management.

What is his Background?

Ed Morata’s career began in leading financial institutions such as Citibank, ING, and Banco SRL before joining Grupo Santander in 1996. At Santander, he held key roles, including managing mergers in Brazil, notably the Banespa acquisition, and leading the operations of Santander Asset Management in Brazil and corporate banking in the U.S. Since 2000, Morata has delivered talks on investment, team management, foreign trade, and corporate social responsibility (CSR), speaking at institutions such as the University of Massachusetts Boston, Brandeis, Tufts, and Princeton. As Chief of Staff for Santander’s U.S. division, Morata championed CSR initiatives, promoting the importance of social impact among private companies. Today, he serves on several NGO boards and continues to enhance his leadership experience in technology and investment firms, making him a sought-after figure for conferences on sustainable and ethical finance.

Speaker’s Conferences

What Are His Conferences Like?

Ed Morata’s conferences are known for their clarity, practical insights, and focus on current finance and investment topics. With a direct and educational style, Morata offers audiences tools and strategies for asset management and decision-making in global markets, while promoting an ethical investment approach through conscious capitalism. His presentations are enriched with examples from his experience in multinational corporations and CSR initiatives, inspiring attendees to align their financial goals with a positive social impact.

Selection of Conferences

Impact Investing and Conscious Capitalism: The Future of Investment

In this talk, Ed Morata explores how the conscious capitalism model enables companies to maximize profits while creating positive social impact. He shares impact investment strategies and provides examples of how companies can implement sustainable, profitable practices that keep them competitive and responsible.

Asset Management in Global Markets: Strategies for Success

Drawing on his extensive experience in international financial markets, Morata explains how to manage assets effectively in a global environment. He shares insights into the challenges and opportunities in emerging and mature markets, providing investors with tools and strategies to make informed decisions and increase their competitiveness in the global market.

Corporate Social Responsibility: Beyond Philanthropy

Ed Morata examines the importance of CSR as a core element of modern business strategy. Through practical case studies, he highlights how companies can integrate social responsibility into their business model to generate sustainable value and contribute to community well-being. This talk encourages business leaders to see CSR as a long-term investment for corporate and social success.

More about the Expert

Topics

Book Ed Morata for your Event

Do You Want To Book Ed Morata?

If you’re looking for an informative and transformative talk on investment management, global markets, and corporate social responsibility, you can book Ed Morata through Thinking Heads. As one of the leading experts in international finance and a proponent of conscious capitalism, Ed offers a unique perspective on aligning financial goals with positive impact. Contact Thinking Heads today for more information and secure his participation in your next event.

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