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Portfolio Strategy and Operations

The Portfolio Strategy team oversees the overall portfolio design and construction for AE to maximize alpha generation across geographies, sectors and strategies. Business Management oversees the financial, operational and administrative activities of the Department.

Our Team

Sao Paulo

The Portfolio Strategy and Operations team is comprised of professionals in Toronto & Sao Paulo.

Tania Sztamfater Chocolat   

Managing Director, Global Leadership Team, Head of Direct Equity Investments Latin America and Interim Head of Portfolio Strategy and Operations.

Tania is responsible for leading and overseeing the Direct Equity Investments Latin America group and the Portfolio Strategy & Operations group.

Prior to joining CPP Investments in 2017, Tania was responsible for Private Equity investments in Brazil at Capital Group. Before that, Tania held various positions at Itaú Unibanco in the Investment Banking, Research and Private Banking Divisions, and was a financial analyst in the Investment Banking Department at JPMorgan.

Tania holds a BA in Industrial Engineering from Escola Politécnica da Univerdade de São Paulo.

Our Active Equity Holdings

We are invested globally in public and soon to be public companies, as well as securities focused on long-horizon structural changes.
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