EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA · 2009-2011
MBA; Finance, Real Estate, Strategic Management

UNIVERSIDAD DEL PACIFICO
Lima, Peru · 1996-2000
B.A.; Economics

• Ranked within top 20% of class.

EXPERIENCE

PRIMA AFP, PRIVATE PENSION FUND.
Lima, Peru · 2007-2009
Deputy Chief Investment Officer

• Developed and oversaw the investment strategy for all the company’s portfolios (7Bn AUM) - and served as a main liaison to the Investment Committee. These funds where consistently ranked as top performers under my management.
• Directed the team of portfolio managers and research analysts in the daily operation of the Investment Department.
• Restructured the Investment Team and Process to focus on investment opportunities outside Peru. Led the internationalization of the alternative investments portfolio by analyzing the trends in institutional investor investments.
• Represented our funds in a common effort between the Peruvian Pension Fund Industry, local regulators and Barclays Global Investors to create the first Peruvian Exchanged Traded Fund in the NYSE. The ETF started trading in mid 2009.
• Negotiated the selling to strategic buyers of important equity stakes at two Peruvian companies.
• Directed the analysis of Private Equity and Real Estate Funds locally and internationally.

PRIMA AFP, PRIVATE PENSION FUND.
Lima, Peru · 2005-2007
Portfolio Manager

• Pitched investment ideas in equities, fixed income, currencies and investment funds to the Investment Committee.
• Managed a portfolio of 3bn AUM.
• Earned the promotion to Deputy CIO by being an important contributor in establishing the company as the leader in investment performance according to polls made by an independent consultant firm.

RIMAC INTERNACIONAL, INSURANCE COMPANY
Lima, Peru · 2004-2005
Portfolio Manager

• Oversaw the investments of USD 200 million, including equities, fixed income, currencies and international funds.
• Pitched investment ideas at the Investment Committee, attended by the CEO, CIO, CFO, CRO and a Board Member.

RIMAC INTERNACIONAL, INSURANCE COMPANY
Lima, Peru · 2003-2004
Private Equity / Investment Analyst

• Participated in the valuation, due diligence and acquisition of two insurers. Achieved special recognition of CEO for the results. With these acquisitions, Rimac became the leader in the Peruvian Insurance Industry by market share.
• Managed the due diligence and valuation of three electricity companies and real estate projects in Peru. Analyzed an opportunity to buy the Colgate Palmolive Building in New York.
• Developed valuation analysis for firms in real estate, cement, steel, consumer staples, banking, mining, energy and utilities.

RIMAC INTERNACIONAL, INSURANCE COMPANY
Lima, Peru · 2001-2003
Risk Analyst

• Designed the Investment Strategy for all each insurance reserve and got the approval of the Investment Committee.
• Identified a mayor long term profit opportunity by shifting the company’s reinsurance contracts from proportional loss to excess of loss. Developed and presented the case to the Management Committee and got the approval.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Central/South America
• Europe
• Northeast USA
• West Coast USA

Certifications: CFA, CAIA, FRM(c). Value Investing by Columbia GSB. Investment Management at IEB, Madrid, Spain. Teaching experience: Professor of Finance and Risk Management at Peruvian University of Applied Science. Interests: Basketball, Tennis, Trekking, Scuba Diving, Running. Investment in real estate developments in Peru. Languages: Native speaker of Spanish.