Osvaldo Casado

Partner @ Genial Investimentos

About

As a partner at Genial, I lead the investment banking division and the real estate sector, with over 15 years of experience in banking and finance. My mission is to provide strategic and innovative solutions to clients across different industries and markets, leveraging my expertise in equity and debt capital markets, mergers and acquisitions, credit and commercial banking origination, and structured finance. I have successfully executed multiple transactions, ranging from IPOs, follow-ons, securitizations, project finance, private placements, and corporate restructurings, to joint ventures, acquisitions, divestitures, and partnerships. I have also built and maintained strong relationships with key stakeholders, such as large corporates, private equity firms, financial institutions and regulators. I am passionate about creating value and delivering results for my clients, my team, and my organization.

Country

Brazil

City

São Paulo

Industry

Investment Banking

Skill

Corporate Finance, Banking, Credit Risk, Capital Markets, Investment Banking, Real Estate Transactions, Management, Leadership, Equities, Real Estate Financing, Relationship Management, Commercial Banking, Fixed Income, Structured Finance, Derivatives, DCM

Experience

Partner

Genial Investimentos

2022-2 - Present · 4 yrs 8 mos

São Paulo, Brazil

• Investment Banking Division

Investment Banking Division - IBD

Genial Investimentos

2019-10 - 2022-2 · 2 yrs 5 mos

São Paulo Area, Brazil

• Head of Real Estate

Executive Director

JLT Group

2018-10 - 2019-9 · 1 yr

São Paulo Area, Brazil

• Responsible for the FI, Private Equity and M&A Specialty

Executive Director

JLT Group

2017-4 - 2018-10 · 1 yr 7 mos

São Paulo Area, Brazil

• Responsible for the Credit, Political & Security Risk (CPS Brazil) Division

Vice President - Capital Markets

RB Capital

2016-5 - 2017-3 · 11 mos

São Paulo Area, Brazil

• Responsible for Capital Markets Coverage. • Directly responsible for the Relationship with Corporate Clients and the Origination of structured transactions to be distributed in the Local Debt Capital Markets, such as CRIs (MBS), CRAs, REITs, Local Bonds among others. • Originated and executed over R$ 1.0 billion in Capital Markets Transactions.

Banker (Vice-President) - Corporate & Investment Banking

Santander

2014-9 - 2015-10 · 1 yr 2 mos

São Paulo Area, Brazil

• Responsible for the Relationship with Diversified Industry Group comprised of Ultra Large clients within the Cement, Mining, Metals, Pulp and Paper, Consumer, Engineering and Retail Sectors. • Working with clients such as: Grupo Votorantim, Fibria, Veracel, Klabin, Suzano, Duratex, Ultra, Hypermarcas, WEG and Malwee. • Played leadership role in the execution of Club Deals and Syndicated Transactions such as RCFs and EPP transactions, like the USD 600 million EPP for Suzano. Also worked with Votorantim Cimentos in their EUR 500 million bond offering, besides many local debt capital market transactions. • Also originated and executed many transactions covering Fixed Income Debt Capital Markets, Treasury Assets, Club & Syndicated Loans, Derivatives, BNDES Loans, Trade Finance, Debt Restructuring and Cash Management alternatives with all clients.

Banker (Associate/Vice-President) - Corporate & Investment Banking

Santander

2011-11 - 2014-9 · 2 yrs 11 mos

São Paulo Area, Brazil

• Responsible for the coverage of the Real Estate Sector. • Working with clients, such as: Cyrela, BR Properties, BR Malls, Multiplan, Gazit, Rossi, Helbor, Iguatemi, General Shopping, JHSF, São Carlos, Sonae Sierra and Rodobens. • Client Portfolio represented by the end of 2014, R$ 180 million in Revenues and R$ 7.2 billion AUM. • Deals included, among others, the following: Debentures for Iguatemi and BR Properties. Lead the the structuring of Real Estate Closed-End funds, such as General Shopping’s Maia and Bonsucesso project. • Also advised General Shopping on the acquisition of the Bonsucesso Mall (R$ 130 million), on the sale of a stake in the Santana Mall (R$145 million) and the Top Center Mall (R$ 144 million) to Gazit Globe. • Besides those transactions, worked on many cash management, flow business alternatives and derivatives solutions.

Banker (Analyst/Associate) - Corporate & Investment Banking

Santander

2010-1 - 2011-11 · 1 yr 11 mos

São Paulo Area, Brazil

• Responsible for the coverage of the following industries: Real Estate, Logistics, Aviation and Retail clients, such as: Cyrela, BR Properties, BR Malls, Rossi, Iguatemi, General Shopping, JHSF, São Carlos, MRS, Lojas Renner and Guararapes. • Client Portfolio represented by the end of 2011, R$ 100 million in Revenues. • Played leadership role in the execution and origination of many Structured Real Estate Financing for BR Malls, São Carlos, BR Properties, JHSF and General Shopping, totaling aprox. R$ 1.000 million. Also participated in many MBS (CRI) transactions and BNDES structures. • Participated in the deal teams, among others, in the following transactions: Direcional Engenharia (IPO), Brookfield Incorporações (Debenture), BR Properties (IPO), Even (Debenture) besides many structured finance transactions.