About Me

I am an accomplished equity research and corporate strategy expert specializing in transforming insights into actionable investment theses. My professional journey is underpinned by nearly a decade of experience, during which I have honed the intricacies of performing financial analyses, executing equity valuations, and developing corporate strategies. My tenure at Coca-Cola FEMSA as a Strategic Planning Manager exemplifies my capacity to spearhead strategic initiatives and evaluate corporate development opportunities.

My analytical prowess was instrumental at HSBC, where I covered a diverse range of sectors, including LatAm transportation, real estate, and food. My recommendations consistently provided clients with value-adding and actionable investment advice.

I have worked on numerous challenging projects and achieved significant milestones throughout my career. Here are some of my most notable professional achievements:

  • At Coca-Cola FEMSA, I spearheaded a comprehensive analysis of strategic alternatives for beer distribution agreements in Brazil. This was done through a DCF financial model featuring four distinct scenarios, leading to a presentation to executive management that significantly influenced our strategic direction.

  • Furthermore, I contributed to defining and negotiating an updated relationship agreement with The Coca-Cola Company in the Latin American region, representing over 42% of 2021 revenues and more than 44% of volume.

  • As an equity research analyst at HSBC, I crafted wide-ranging reports analyzing the potential impact of critical events, such as Interjet's bankruptcy on the Mexican aviation sector and the federal government's cancellation of the $13bn new Mexico City International Airport.

  • Given the confusion surrounding the cancellation, I guided investors on the implications for bonds that financed the New Mexico City airport by offering insights into the consequences and aftermath following the project's termination.

Outside work, I thrive on remaining active and engaged in various activities. For sports, I enjoy skiing and waterskiing, although I need to perform them more. Additionally, I have gotten hooked on the F1 hype train. I also enjoy traveling and exposing myself to different people, cultures, and cuisines. Travel also gives me an excuse to photograph landscapes and urban spaces, a skill I continue to improve. Lastly, nothing is better than spending quality time with friends and family.

Frequently Asked Questions

What drives you?

An insatiable curiosity about understanding economic, social, and political trends and their effects on businesses, then translating those insights into actionable investment decisions.

What is your unique skillset?

My unique skillset lies in my profound understanding of complex systems and the ripple effects of manipulating different levers or inputs.

What are your areas of opportunity, and how are you addressing them?

Organizing my time and ideas is my Achilles heel. I address this issue with a detailed daily agenda and various notetaking tools.

What are the most important lessons you have learned?

In a professional setting, I have learned to ask questions that may seem uncomfortable or “stupid” at the time. I often shied away and missed opportunities to learn and to more actively participate in engaging conversations with my peers.

I have also learned to take the necessary opportunities to develop and advance my skills. Competition is fierce, and I must stay sharp and competitive.