Bernardo Monteiro Lobato

Bernardo Monteiro Lobato

location of Bernardo Monteiro LobatoVia Appia Concessões

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  • Timeline

  • About me

    CFO & IRO at Via Appia Concessões | Partner at Starboard Partners

  • Education

    • Abitur

      2007 - 2008
      Zeugnis der allgemeinen Hochschulreife
    • Escola Alemã Corcovado

      1994 - 2007
      Elementary and High School in German School

      Atividades e grupos:Abitur – Allgemeiner Hochschulreifeprüfung

    • Ibmec

      2013 - 2014
      Master of Laws (LL.M.) Corporate Law and Capital Markets
    • Pontifícia Universidade Católica do Rio de Janeiro

      2008 - 2012
      Bachelor's degree, Industrial Engineering Finance and Investment Analysis

      Atividades e grupos:Teacher Assistant - Investment Analysis and Valuation Dissertation titled “The Variability of IPO Initial Returns in Brazil"Supervised study by Tara Keshar Nanda Baidya in "Administration of Financial Institutions"

  • Experience

    • Opportunity Gestora

      Jan 2010 - Jan 2019

      www.opportunitysim.com.br Risk Analysis; Equity Research; International Back office; Investor Relations

      • Associate Partner II

        Jan 2018 - Jan 2019
      • Head Of Wealth Management

        Jan 2015 - Jan 2019
      • Associate Partner III

        Jan 2015 - Jan 2018
      • Opportunity SIM Internship Program Coordinator

        Nov 2013 - Jan 2015
      • Private Equity Analyst

        Nov 2013 - Jan 2015
      • Litigation Analyst

        Jun 2013 - Jan 2015
      • Investor Relations Analyst

        Jan 2013 - Jan 2013
      • Opportunity SIM

        Jan 2010 - Jan 2012
    • Bemisa Holding S.A.

      Jan 2014 - Jan 2016
      Board Member
    • BTG Pactual

      Jan 2019 - Jan 2022
      Wealth Management Director
    • Starboard Partners

      Jan 2022 - now
      Partner
    • Via Appia Concessões

      Jun 2023 - now
      CFO & IRO
  • Licenses & Certifications

    • CGE

      ANBIMA
      Jan 2022
    • CFP

      Planejar Associação Brasileira de Planejamento Financeiro
      Jan 2018
    • CGA

      ANBIMA
      Jan 2022
    • CFG

      ANBIMA
      Jul 2022