OCTAVIO LANZI
ASSOCIATE
Octavio Lanzi focuses his practice on the formation, structuring and ongoing operation of investment vehicles. He advises asset managers, family offices and financial institutions in connection with on and off-shore funds and investments in a wide range of asset classes, including private equity, real estate, distressed assets, venture capital and digital assets.
Practices
About
Octavio also provides guidance on regulatory and compliance issues as well as administrative proceedings. He is a Certified Financial Planner.
Experience
- Assisted the Brazilian Association for the Financial and Capital Markets (ANBIMA) in the review of and providing comments on the CVM Public Hearing for the new investment funds’ rule.
- Advised in the structuring of one of the first private equity funds listed on the Brazilian stock exchange to invest in power transmission assets.
- Advised in the structuring of the first Exchange Traded Fund (ETF) referred in Brazilian government bonds (IMAB11). The offering was a pioneering partnership between one of the largest Brazilian financial institutions, the Brazilian Federal Government and the World Bank.
* Certain matters were performed while practicing at a prior firm/institution.
Education
University of Pennsylvania Carey Law School (LL.M. and Wharton Business & Law Certificate, 2022)
Pontifical Catholic University of São Paulo (LL.B., 2014)
Bar Admissions
New York (pending)
2015, Brazil
Languages
Portuguese
Spanish (conversational)
Speaking Engagements
Brazilian Asset Managers Going Global – How to Raise Capital or Establish a Physical Presence in the United States
Co-presenter, Kleinberg Kaplan & Cepeda Advogados (Sao Paulo) Special Webinar, May 2023