OUR TEAM

- Advised Itaú BBA and XP Investimentos on structuring and the first public offering (IPO) of the Patria Infraestrutura Energia Core Investment Fund in the amount of R$500 million.
- Advised Banco BTG on structuring and the first public offering (IPO) of the BTG Pactual InfraCo Master Multi-strategy Investment Fund worth over R$15 billion.
- Advised the banking syndicate (BTG, Credit Suisse, Itaú BBA, and Santander) on structuring and the first public offering (IPO) of the Prisma Proton Energia Infrastructure Investment Fund worth R$470 million.
- Advised Vórtx QR Tokenizadora on the establishment of a Tokenizadora and organized market for trading tokens representing securities under the regulatory Sandbox of the CVM.
- Advised asset managers on the establishment of the first ETFs dedicated to cryptoassets.
OUTSTANDING PERFORMANCES
Bernardo was recognized by Chambers on the Global and Brazil guides among the best professionals in Investment Funds. One client state that he is: “[…] highly proficient in transactions, demonstrating deep knowledge and sophistication in regulatory matters.”
Bernardo is one of the professionals mentioned as a highlight in Capital Markets: Regulatory & Legal Opinions and Fund Structuring, by the publication Leaders League.
RECOGNITIONS
- Bachelors's degree in Law from Pontifícia Universidade Católica do Rio de Janeiro (PUC-Rio).
- Master's degree in Regulatory Law from Fundação Getúlio Vargas (FGV).
EDUCATION
Bernardo works on issues related to the financial and capital markets, particularly in financial regulation and the structuring of investment funds and innovative transactions.
He has experience in advising and representing financial institutions, asset managers, fiduciary administrators, intermediaries, and fintechs on regulatory matters with the Central Bank of Brazil (BCB), the Brazilian Securities and Exchange Commission (CVM), the Brazilian Financial and Capital Markets Association (ANBIMA), and B3 S.A. - Brazil, Stock Exchange, and Over-the-Counter Market (B3).
He is a consultant to the Inter-American Development Bank (IDB) and coordinator of the Fintechs Working Group within the LAB - Financial Innovation Laboratory, organized by the IDB, CVM, and ABDE.
For over 3 years, he was part of the Regulatory Studies area at ANBIMA, participating in key discussions and regulatory enhancements in the financial and capital markets.
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