Financial Data and Key Metrics Changes - Vinci generated fee-related earnings of R$53.8 million or R$1.02 per share for Q3 2024, with adjusted distributable earnings of R$57.1 million or R$1.08 per share, reflecting a 12% year-over-year increase on a per share basis [6][55] - The company reached R$70 billion in assets under management (AUM), posting an 8% year-over-year growth [7] - Year-to-date FRE totaled R$169 million or R$3.19 per share, representing a 14% year-over-year increase on a per share basis [48] Business Line Data and Key Metrics Changes - Distributable earnings reached R$57 million in the quarter, reflecting a 12% year-over-year increase on a per share basis [10] - The public equity strategy saw positive net inflows, primarily from institutional investors, indicating a potential recovery in this segment [22][71] - The IP&S segment experienced outflows of R$1.2 billion, primarily driven by withdrawals within separate mandate strategies [25][88] Market Data and Key Metrics Changes - The Brazilian economy has been growing strongly post-pandemic, while the stock market has remained stable since early 2021, leading to a perception of undervaluation among international investors [23][71] - The company noted that Brazil's market is currently two standard deviations from the mean compared to the S&P 500, suggesting a favorable entry point for medium-to-long term investors [22] Company Strategy and Development Direction - The combination with Compass marks the establishment of a leading pan-regional alternative asset manager, enhancing the product offering across major strategies [11][20] - The acquisition of Lacan will allow Vinci to launch a forestry strategy, which is expected to complement existing investment solutions and tap into the carbon market [16][60] - The company aims to expand its reach into other Latin American markets beyond Brazil, with potential growth in countries like Uruguay and Chile [62] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about a strong finish to the year, anticipating final closings for several funds and continued fundraising success in private markets [8][10] - The company expects to see growth in the retirement services vertical following the launch of the Mio Vinci Partners platform [27][30] - Management acknowledged the challenges posed by high interest rates in Brazil but remains focused on navigating these conditions effectively [25][94] Other Important Information - The integration process with Compass is progressing well, with a strong cultural alignment and shared vision between teams [13] - The company expects the acquisition of Lacan to favorably impact AUM and segment results for Q4 2024 and into 2025 [19] Q&A Session Summary Question: Can you talk about the ambitions for the Lacan vertical mid to long-term? - Management expressed enthusiasm for Lacan, estimating potential AUM could reach around R$5.5 billion to R$6 billion, with plans to expand internationally in the future [60][62] Question: Can you provide an update on the fundraising for VCP IV? - Management indicated that VCP IV is nearing completion, with strong interest from local institutional investors and some international investors in due diligence [66][68] Question: What are the expectations regarding management fees and retroactive fees? - Management reported R$3 million in retroactive fees for the quarter, with expectations for continued impact from new commitments in VCP IV and VICC [78][80] Question: How is the IP&S segment expected to evolve given the current interest rate environment? - Management noted that while the high interest rate environment poses challenges, recent performance improvements in funds may help moderate outflows [94]

Group 1 - Vinci Partners Investments (VINP) reported quarterly earnings of $0.19 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of 18.75% [1] - The company posted revenues of $20.67 million for the quarter ended September 2024, surpassing the Zacks Consensus Estimate by 4.18%, although this represents a decline from year-ago revenues of $22.35 million [2] - Vinci Partners has surpassed consensus EPS estimates two times over the last four quarters and has topped consensus revenue estimates four times during the same period [2] Group 2 - The stock has underperformed the market, losing about 3% since the beginning of the year, while the S&P 500 has gained 24.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.17 on revenues of $21.04 million, and for the current fiscal year, it is $0.65 on revenues of $83.52 million [7] Group 3 - The Zacks Industry Rank indicates that the Financial - Miscellaneous Services sector is currently in the top 31% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Core Insights - Vinci Partners reported a significant growth in Assets Under Management (AUM), reaching R$70 billion, which represents an 8% year-over-year increase [1] - The company secured over half a billion reais in additional commitments for its Private Market funds, including investments from a global investor in its Credit Infra strategy [1] - Recent strategic milestones include the closing of a combination with Compass and the acquisition of Lacan, positioning Vinci as a leading player in alternative investments in Latin America [1] Financial Highlights - Vinci Partners posted Fee Related Earnings of R$53.8 million in the third quarter of 2024, equating to R$1.02 per common share [3] - Adjusted Distributable Earnings for the quarter were R$57.1 million, or R$1.08 per common share [3] Dividend Information - The company declared a quarterly dividend of US$0.16 per share, payable on December 5, 2024, to record holders as of November 20, 2024 [2] Company Overview - Vinci Partners is a prominent alternative investment platform in Brazil, established in 2009, with diverse business segments including private equity, public equities, real estate, private credit, and corporate advisory services [5]

Lacan is a leading Timberland Investment Management Organization (TIMO) in Brazil managing R$1.5 billion in forestry assets across 130,000 hectares in Brazil through four vintages The transaction aims to establish Vinci's presence in Brazil's forestry sector, a key strategy in Latin America with substantial growth potential over coming years The acquisition is aligned with Vinci's long-term growth plan, enabling the Company to further expand its product offering by creating a new strategy within Private Ma ...

Transaction creates the Gateway to Alternative Asset Management in Latin America, with US$52 billion in assets under management RIO DE JANEIRO, Oct. 29, 2024 /PRNewswire/ -- Vinci Partners Investments Ltd. (NASDAQ: VINP) ("Vinci Partners," "we," "us," or "our"), the controlling company of a leading alternative investment platform in Brazil, announced today that it has completed its previously announced combination with Compass ("Transaction"), a leading asset manager and investment advisory firm in Latin Am ...

Vinci Partners Investments Ltd. (NASDAQ:VINP) Q2 2024 Earnings Conference Call August 7, 2024 5:00 PM ET Company Participants Anna Castro - Investor Relations Manager Alessandro Horta - CEO, Director Bruno Zaremba - Chairman, Private Equity, Investor Relations Sergio Passos - COO & CFO Conference Call Participants Ricardo Buchpiguel - BTG Beatriz Abreu - Goldman Sachs Operator Good afternoon and welcome to the Vinci Partners Second Quarter 2024 Earnings Conference Call. At this time all participants are in ...

Vinci Partners Investments (VINP) came out with quarterly earnings of $0.10 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -41.18%. A quarter ago, it was expected that this investments platform would post earnings of $0.19 per share when it actually produced earnings of $0.19, delivering no surprise. Over the last four quar ...

Exhibit 99.3 Vinci Partners Investments Ltd. Interim Financial Statements as of June 30, 2024 | --- | --- | --- | --- | |----------------------------------------------------------------------------|-----------------------|-----------------|-----------------| | Assets | Note | 06/30/2024 | 12/31/2023 | | Current assets | | | | | Cash and cash equivalents | 5(c) | 592,308 | 660,305 | | Cash and bank deposits | 5(c) | 45,831 | 15,896 | | Financial instruments at fair value through profit or loss | 5(c) | 120,0 ...

RIO DE JANEIRO, Aug. 7, 2024 /PRNewswire/ -- Vinci Partners Investments Ltd. (NASDAQ: VINP) ("Vinci Partners", "we", "us" or "our"), the controlling company of a leading alternative investment platform in Brazil, reported today its second quarter 2024 earnings results. Vinci Partners has issued a complete earnings release and a detailed presentation in the 'Quarterly Earnings' section of the company's website at: https://ir.vincipartners.com/financials/quarterly-results/ Alessandro Horta, Chief Executive Of ...

RIO DE JANEIRO, July 17, 2024 /PRNewswire/ -- Vinci Partners Investments Ltd. (NASDAQ: VINP) ("Vinci Partners," "we," "us," or "our"), the controlling company of a leading alternative investment platform in Brazil, announced today that it will release financial results for the second quarter 2024 after market close on Wednesday, August 07, 2024, and host a conference call via public webcast at 5:00 pm ET. To access the webcast please visit the Events section of the Company's website at: https://ir.vincipart ...