💼 Case Study 5: Daniel N.


📌 Fact Sheet:

🔹 Type of Client: Former Military Police officer and current hedge fund manager.

🔹 Estimated Assets: Over US$40M (Forty Million Dollars) in Assets Under Management (AUM).

🔹 Primary Residence: 🇧🇷 Balneário Camboriú, Santa Catarina, Brazil.

🔹 Secondary Residence: 🇺🇸 Naples, Florida, USA, 🌴 Nassau, Bahamas 🇧🇸 (frequent presence) and international travel with family.

🔹 Main Need: Rebuilding assets, operational consistency and professional transition with security.

🔹 Service Used: Trading Mentorship Program – VIP Global Executive Plan (Online).

🔹 Project Duration: 5 years of continuous monitoring with live sessions.


💬 Introduction:

Daniel was an officer in the São Paulo Military Police when he decided to join the Trading Mentorship Program.

With a history of losses in fraudulent schemes, selling real estate to pay for other people's losses, and a modest family income, he bet on what he still had: confidence — and a reserve of R$200,000 (about US$84,000 at the time) that represented his last chance to rebuild his future.


🧭 Challenges Faced:

🔹 History of severe losses and feelings of guilt for losses caused by third parties.

🔹 Emotional journey marked by extreme responsibility and lack of equity structure.

🔹 Work schedule incompatible with the market, which required a strategy adapted to his real availability.

🔹 Fear of exposing third parties to risk, even with good initial performance.

🔹 Emotional loss of control after the collapse of his first PAMM account (with third-party capital).

🔹 Temporary inability to continue paying for mentoring — at the time when he needed it most.


🔑 Strategic Solution Developed:

✅ Participation in personalized mentoring with live trading sessions, adapted to your free time.

✅ Creation of a PAMM account for transparent management of third-party capital, guided by ethics and structure.

✅ Restructuring of the mindset after losses — with strategic financial support from an Argentine sponsor.

✅ Technical, emotional and strategic support for the definitive career transition.

✅ Development of operational routine, technical mastery and long-term vision.

✅ Opening and structuring of the hedge fund with international registration in the 🇧🇸 Bahamas.


📈 Concrete Results:

✅ Evolution from a beginner trader to a manager with solid performance and his own methodology.

✅ Launch of his hedge fund with annual revenue of over R$6 million in performance fees.

✅ Dismissal from public service after 5 years of silent transition.

✅ Moving to Alphaville and later Balneário Camboriú, with quality of life and security.

✅ Frequent trips with family, geographic freedom and a personal legacy under construction.

✅ Recognition behind the scenes in the market as an example of discipline and overcoming.

✅ Long-lasting relationship of trust with his mentor, whom he considers an essential part of his story.

“ At first, I just wanted to get out of debt. Then, I dreamed of being free. If I had gone it alone, I would have given up. What changed everything was having someone who actually operated by my side. This gave me vision, strength and direction.

Today, I am creating my own legacy — and I am grateful to have been guided by someone who believed in me when I didn’t. ” — Daniel N. (🇧🇷 Balneário Camboriú, Santa Catarina, Brazil & 🇺🇸 Naples, Florida, USA ) - VIP Client
🔒 Disclaimer: Names, locations and sensitive details have been changed in order to preserve the confidentiality of our clients, while maintaining the integrity of the facts.

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