Co-Founder

• Aug 2022 - Present

Co-Founder

• Apr 2021 - Present

Independent Consultant

• Dec 2019 - Sep 2022

· Acting next to local medium sized companies in consulting and advisory projects. · Scope: financial/operational turnaround, debt renegotiation, value generation models, structuring of debt/equity transactions, entrance in new business and M&A initiatives; highlight to: · Construction/real estate developer with focus on corporate projects: structuring and issuance of BRL 70M CRI. · Family Office: structuring of FIP and FII funds for succession planning; total value of BRL 680MM. · Institutional investors: valuation of Digital Bank (buy-side); valuation of processing plants of swine and beef (buy-side). Show less

Fiduciary Management Director

• May 2019 - Dec 2019

· Responsible for fiduciary management of FIDCs, FIIs, FIPs, Hedge and Equity Funds; operation with near 35 funds. · Mission to structure Custody, Controllership and Legal areas. · Focal point in the relationship with CVM, B3 and ANBIMA; discussion of regulatory/compliance issues, risks and adequacy plans. · Interaction with clients (institutional investors and HNW individuals); monitoring of fund’s position, performance and explanations. · Participation in the Committees: Risks, KYC, Assets Pricing, New Business, Commercial and Compliance · Member of the Executive Committee: definition of corporate strategy, growth models and internal processes. · Reporting to major shareholders; team of 30 professionals. · Created new processes, controls and management models, ensuring regulatory adequacy, corporate reputation and competitiveness. Show less

Portfolio Manager | Advisory (InTrader Group)

• May 2017 - Mar 2019

· Structuring financial operations within the local capital markets (FIP, FII, FIDC and CRI). · Business origination next to corporations in national scope; interaction with shareholders/C-level of clients/prospects; understanding of their needs, elaboration of feasibility studies, scenarios, assumption testing, variables sensitiveness, V@R. · In-charge to monitor performance of funds under responsibility; elaboration of reports and presentation to investors. · Reporting to the major shareholders. Team of 3 professionals. · Structured 2 FIIs (BRL 690MM, with R$ BRL 690 in CRI), 1 FIP (BRL 10MM) and 3 FIDCs (BRL 110MM). Show less

Founding Partner | Portfolio Manager

• Jun 2013 - May 2017

· Structuring of financial operations within local capital markets (FIP, FII, FIDC, FIM, CRI e Debentures). · Elaboration of feasibility studies, scenarios, assumption testing, variables sensitiveness, V@R. · Interaction with shareholders of clients to present/define alternatives of operations and financial instruments. · Performance management of funds under responsibility; cash flow monitoring, rolling forecast and deviations. · Structured several operations: 5 CRIs (BRL 150MM); 1 FII (BRL 100MM); 1 FIP (BRL 10MM); 1 FIM (BRL 20MM) and 1 Debenture (BRL 30MM). Show less

Real Estate Analyst – Structuring

• Apr 2010 - Jun 2013

· Structuring of financial operations with real estate coverage (CRI and CCI) · interaction with shareholders/C-level of construction companies/real estate developers; financial modeling, margin analysis, scenarios, risks, feasibility and operationalization. · Management of funds and operations under the responsibility of the financial institution · Following up of real estate, projects, physical x financial timelines, receivables, deviations and results impacts. · Generation of assets for the commercialization of Wealth Management BU. · Structured Funds Analyst – Middle Office (11/2010 – 01/2012) · Controllership Analyst – Back Office (04/2010 – 10/2010) Show less

Treasury | Controllership | Client Services

• Apr 2003 - Mar 2010

· Client Support Analyst (2009 – 2010) · Controllership Analyst (2006 – 2008) · Treasury Analyst (2003 – 2005) · Client Support Analyst (2009 – 2010) · Controllership Analyst (2006 – 2008) · Treasury Analyst (2003 – 2005)