Portfolio Valuation & Investment Professional

PORTFOLIO VALUATION AND INVESTMENT PROFESSIONAL

Over 10 years providing accurate portfolio valuation and investment advisory services across assets and products including fixed income, equities, derivatives, and structured products.

Accomplished in portfolio management services, encompassing trading, asset allocation, and investment management solutions for institutional investors. Work with high profile institutional clients and sophisticated finance professionals, such as CFOs, controllers, portfolio managers, funds of funds managers, and private equity investors.

Possess comprehensive knowledge of financial management and investment analysis gained from international experience. Adept at working with analytical tools including credit analysis, discounted cash flow methods, M&A transactions, market multiples analysis, and option pricing methods for securities valuation.

Bilingual (English and Spanish) with unique insight into Latin American culture and emerging markets gained from previous investment management experience in Argentina.

Areas of Expertise

* Fixed Income Analysis & Equity Research

* Business Valuations / Strategic Acquisition

* Investment, Asset & Portfolio Management

* Securities Valuation Services, Platform & Modeling

* Portfolio & Asset Allocation Analysis/Strategy

* Large-Scale Engagement / Project Management

PROFESSIONAL EXPERIENCE

Confidential - New York, NY

March 2008 – Present

Business Valuation Manager

Leading provider of business valuation, M&A advisory, and corporate finance services.

Joined firm to work with lead financial services partner in building Portfolio Valuation Services practice nationally. Provide valuation and financial advisory services to alternative asset managers, funds of funds, private equity firms, banks, and brokerage firms. Determine fair market value for illiquid securities, including fixed income, equities, derivatives, and distressed debt. Lead due diligence calls and portfolio investment reviews with investment managers, portfolio managers, and client CFOs. Supervise geographically dispersed engagement teams of up to ten staff. Conduct market, industry, and sector analysis and write valuation reports.

* Created platform, models, and valuation reports to valuate private fixed income, equities, and derivatives instruments without readily available secondary market.

* Co-authored firm’s valuation standards and procedures to estimate fair value of fixed income securities.

* Acted as primary point of contact for large institutional clients including Fortress Investment Group LLC, Third Point LLC, Blackstone Group LP, and Blackrock Inc.

* Played key role in generating $2M in sales and personally managed $1.8M in projects ranging from $30K to $1M components of large firm-wide engagements during last fiscal year. Led up to 15 valuation engagements simultaneously with teams in different time zones and locations.

Navigant Capital Advisors, LLC - New York, NY

April 2004 – February 2008

Business Valuation Senior Consultant

Corporate finance group of publicly traded consulting firm with 3,000 employees and operations in North America and Europe.

Consulted with Fortune 500 and middle market companies to provide fair value opinions for pre/post M&A deals, fairness opinions, business valuations, and advice on economic creation, strategy and capital allocations. Performed quarterly valuations of hedge fund investment assets to determine net asset values (NAV). Conducted business valuations, encompassing comparable company, precedent transactions, and DCF models, for mergers and acquisitions, corporate restructurings, and tax planning.

Business Valuation Senior Consultant, continued…

* Played key role in firm’s transition from start-up to well developed platform by working with Director to build models, create templates, and develop all working reports for valuation infrastructure. Worked with Marketing to target new clients and trained new hires.

* Assisted Goldman Sachs Asset Management valuation team in performing mark-to-market valuation for proprietary fund, GS Global Alpha.

* Reconciled valuation differences between portfolio administrators and Goldman Sachs valuation teams for several thinly traded securities, including swaps, swaptions, emerging market debt, and equity.

* Contributed to development of post-merger strategies for disposition and sale of Prudential Financial’s $80M portfolio of private and public investments. Conducted due diligence and recommended most appropriate strategy to dissolve and liquidate five limited partnership funds to Board of Directors.

Lopez Leon Brokers - Buenos Aires, Argentina

September 2000 – June 2002

Buy-Side Investment Manager

Boutique investment management firm and interdealer broker with offices in Argentina, Chile, Brazil, and Uruguay and 300+ employees providing brokerage, asset management, and investment advisory services.

Recruited to build asset management team and expand money management capabilities to international markets. Managed, analyzed, and traded international portfolio of $100M+ in investment assets for primarily institutional clients in conjunction with U.S. investment banks including Morgan Stanley and Bear Stearns. Developed investment solutions tailored to institutional clients’ return objectives, constraints, risk tolerance, and liquidity needs. Implemented long-short trading strategies in client’s investment portfolios. Conducted industry, sector, and market research. Managed client relationships. Reported performance, investment ideas, capital market views, and asset allocation perspectives to Investment Management Committee. Led sales and research analysis staff. Resigned to pursue graduate studies in the United States.

* Generated 30% increase in revenue and outperformed S&P index returns by 5% for two consecutive years by identifying and overseeing investment opportunities in U.S. equities, derivatives, and fixed income securities.

* Recommended and reduced number of defaulted public and corporate Argentine bonds held in domestic portfolio during 2001 Argentine economic crisis by developing integrated risk management model that evaluated potential performance of portfolio’s fixed income asset class.

* Established long-term relationships with large local pension funds by contributing to development of successful platform and managing international investments in equities, fixed income, and derivatives.

* Prepared strategic asset allocations for client’s investment portfolios based on client’s objectives and capital market expectations.

* Developed free cash flow/pro-forma financial models to forecast corporate earnings and evaluate attractiveness of equity investments.

Financial Consultant – InvertirOnLine, Inc.; Buenos Aires, Argentina (2000)

Financial Analyst / Summer Associate, Private Client Group – Merrill Lynch & Co.; Oakland, CA (1999)

Treasury Analyst – Onduline, Inc.; Buenos Aires, Argentina (1996-1998)

EDUCATION

GEORGE WASHINGTON UNIVERSITY – Master of Science in Finance, December 2003

UNIVERSITY OF CALIFORNIA, BERKELEY – Postgraduate Studies in Investment Management, 1999

PONTIFICIA UNIVERSIDAD CATOLICA ARGENTINA – Bachelor of Arts in Economics, June 1997

AFFILIATIONS

CFA INSTITUTE – Chartered Financial Analyst (CFA) Level 3 Candidate

Member of The New York Society of Security Analysts (NYSSA)

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