Felipe Herrera Email & Phone Number

Chile

Santiago, Santiago Metropolitan Region, Chile

PSupplied expert advisory and asset valuation consultancy services to fund strategists investing internationally, focusing on diverse investment vehicles. Performed fund valuations, encompassing real estate, private equity, private debt, buyouts, and special situations. Enriched valuation methodologies to maintain accuracy and relevance in dynamic financial landscape. Cultivate and strengthen client relationships through high-quality consultancy deliverables. Apply best practices in valuation techniques, ensuring compliance with industry standards.● Carried out in-depth research and economic analysis to brief valuation processes for more than 25 clients.● Completed 120 fund valuations over three years, demonstrating proficiency in various fund objectives and investment vehicles.

Gran Santiago, Región Metropolitana De Santiago, Chile

Developed and implemented robust investment strategies for US$ 240 million in AUM (including UCITs), handling diversified portfolios to maximize returns and mitigate risks. Spearheaded market research and analysis to frame long-term investment strategies, utilizing strong analytical skills to leverage data-driven insights and capitalize on market trends. Maintained consistent engagement with institutional and wealth management clients, advisors, brokers, and industry peers. Held key responsibility for ensuring regulatory compliance and effective risk management.● Achieved a 25% outperformance over benchmark, placing funds as top market competitors.● Recognized as a key industry spokesperson with numerous appearances in targeted media outlets.● Mentored seven analysts’ careers, fostering proficiency in asset valuation; two pursued MBAs, and another promoted to Head of Research.● Piloted a project to incorporate ESG metrics into valuation processes, adhering to Principles of Responsible Investment (PRI).

Santiago

Handled Large and Mid-Cap strategies and co-directed Small Cap Fund, totaling US$ 700 million in AUM. Supervised a team of six financial analysts working with secondary market stocks, IPOs, and M&A across eleven industries. Provided guidance to the investment committee in collaboration with Fixed Income and Asset Allocation teams, ensuring a comprehensive range of products and a consistent perspective across different asset classes.● Succeeded in positioning large-cap funds in top quartile of cumulative profitability among forty peers.● Initiated investment funds modernization project, refining product portfolio to match new market trends in digital financial services.● Presented highly detailed fund strategy reports to clients, investment committee, and board, ensuring transparency and informed decision-making.● Engaged with financial market regulators, addressing inquiries regarding equity investments.

Santiago

• Equity Analyst for the Small Cap Chile, Mid Cap Chile, All Cap Peru, and All Cap Colombia Equity funds.• Co-Portfolio Manager for All Cap Colombia Equity Fund.• Expertise in Financials, Construction, Utilities, and Real Estate sectors.

El Bosque Norte 0177, Oficina 1101, Las Condes, Santiago

Conducted in-depth research and analysis on global equity markets to identify investment opportunities through Mutual Funds and ETFs. Directed Special Situations portfolio, yielding robust investment strategies and outcomes. Delivered comprehensive analysis of potential buyout opportunities and high-stakes investments, centering on maximizing gains and mitigating risks. Collaborated with cross-functional teams to ensure educated investment decisions and strategic alignment.● Structured a portfolio including four high-potential holdings, with one resulting in a 41% premium buyout.

Avenue Pedro De Valdivia 100, Providencia

Executed market analysis and formulated asset allocation proposals, integrating and evaluating a diverse range of asset classes. Undertook asset valuation and funds due diligence for a portfolio with US$ 4,500 million in AUM. Designed and deployed Black-Litterman Asset Allocation model to optimize portfolio returns. Boosted collaboration and knowledge transfer between investments and advisory teams by offering strategic advice to high-net-worth clients and sales force.● Built Tracking Error Risk Management model, enhancing risk assessment and mitigation strategies.● Strengthened team interaction by serving as key link between investment and commercial teams, resulting in improved input flow to salesforce.● Assumed running communications role with financial market authorities, furnishing legal documentation and support for investment decisions.

Santiago Metropolitan Region, Chile

Internship at the Big Clients division.

Master Of Business Administration - Mba, Business, Master Of Business Administration

Triple Crown Business School AACSB, EQUIS, AMBA Top 10 European Business Schools Financial Times Ranking 54 on MBA QS Ranking

Master'S Degree In Finance, Finance, Capital Markets, Accounting., Master

Asset Management, Asset Valuation, Finance Management, Risk Management, and Accounting.

Level 1 Cfa Passed, Accounting And Finance

Bachelor’S Degree In Economics, Business/Managerial Economics, Bachelor

Economics, Accounting, Finance, Public Policy, Econometrics.