
Bernardo M.
Structuring and Investor Relations @ Vinci Compass
About
Vinci Compass is a Latin America focused alternative asset manager providing strategies across both private and public markets, including private equity, credit, real estate, infrastructure, agri & forestry, and public equities. The firm manages ~$60B in AUM and employs 650+ professionals globally. Vinci operates across seven countries in Latin America, as well as in the United States and the United Kingdom.
United States
New York
Financial Services
Investment Banking, Capital Raising, Private Equity, Investor Presentations, Capital Formation, Working with Investors, Fundraising, Research Analysis, Relationship Development, External Relationships, Annual Reports, Presentations, Attention to Detail, Roadshows, Corporate Finance, Research, Financial Analysis, Financial Modeling, Strategic Planning, Market Research
Experience

Structuring and Investor Relations
New York, United States
Responsible for investor relations and capital formation across Vinci Compass platform of Latin America strategies. The firm manages over $60B in AUM across private and public markets including private equity, credit, infrastructure, real estate, agri/forestry, and public equities.

Business Development and Investor Relations
New York, United States
SPX Capital is a global alternative asset manager providing strategies in macro, equity, credit, real estate, and private equity. SPX Capital employs over 250 people globally and manages approximately USD 11 billion in AUM. The firm now operates out of 5 countries with offices in London, New York, Cascais, Singapore, São Paulo, and Rio de Janeiro.

Fund Administration
São Paulo Area, Brazil
▪Responsible for covering and servicing BTG’s Flagship HFs and external investment fund managers ▪ Monitoring external funds investment activity and maintaining daily performance measures (i.e. NAV, total return calculations) ▪ Monitoring and managing funds accounting operations daily ▪ Monitored funds’ daily subscriptions and redemptions to guarantee funds’ liquidity, market exposure and compliance with its mandate ▪ Acting as a liaison between traders, pricing team and custodians, validating fixed income prices and ensuring accurate positions; instructed and supervised trade settlement; executed trade reconciliation

Strategic Planning & Investments
•Responsible for strategic planning of the Agriculture Group and conducting market research •Focused on financing operations, hedge strategies and machinery acquisitions via BNDES (Brazilian National Development Bank) at discounted rates •Managing existing institutional relationships with Private Banks and originating investor reports •Responsible for analysis and preparing marketing materials for current and potential investors

Investor Relations
Rio de Janeiro Area, Brazil
Managing existing institutional investor relationships • Responsible for monitoring all fundraising activities within Brazil, the Andean Region, and within South American platform • Focused on monitoring alternative investment activities within LatAm region, developing research on Institutional Investors in the Andean region, PE activity in Brazil, and the Agriculture sector •Raising local capital to invest in Brookfields global alternative investment funds •Producing reports/takeaways from global conferences, such as: GAF (Global Agriculture Forum), PE Brazil Forum, Super Returns Latin America, among others
Education

Business Administration
Led initiatives across Macro Research, Corporate Finance, and Trading. Oversaw the restructuring of the organization to enhance performance and student engagement. Designed and ran CEMEC Financial Week and a stock market simulation to introduce high school students to Brazil’s stock exchange (BMF Bovespa).
Bernardo M.'s Contact Information
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