Fernando Castillo, Cfa Email & Phone Number

Peru

Lima, Peru

• Built Market Intelligence practice within IR, championing implementation of strategic and financial benchmarking processes to deliver industry insights to C-suite. Output reports regarded as highly impactful by 80%+ of.
• Mobilized teams across functions and subsidiaries to launch company’s first Corporate & Sustainability report aligned with GRI, SASB and TCFD reporting standards, prompting MSCI to upgrade Credicorp’s ESG rating to.
• Designed new storytelling and investor targeting strategy aligned with company’s renewed growth and digital transformation focus, boosting participation of growth-style investors by 30% in 12 months.

California, United States

• Conducted due diligence and performed valuation in acquisition deal of $60M ingredients processor, working cross-functionally to coordinate inputs with Operations and Finance teams of target.
• Partnered with founders of organic bast fiber producer to design capital raising strategy and build investment memo.

• Provided business performance assessment and strategic advisory to major government-owned financial institutions.
• Developed projections and financial model informing $150 capital strengthening plan for Peru’s development bank (COFIDE). Coordinated plan with management and regulators; led to credit rating upgrade by S&P.
• Directed in-depth research, including financial assessment, for redefinition of pricing strategy for Peru’s agricultural bank (AGROBANCO); implementation increased ROE by 5 pp and avoided severe financial distress.
• Championed design of “CRECER Fund”, $350M program aimed to ease financial access to SMEs through guarantees and loans. Integrated insights from 15+ financial institutions, ensuring first-year deployment exceeded goal.
• Negotiated terms and covenants of AGROBANCO’s corporate debt, successfully reducing financial expenses by 10%.
• Mobilized 5 analysts to perform financial assessments on corporate and infrastructure projects in COFIDE’s portfolio.

• Second largest pension fund in Peru, with $14.5B in AUM and +1.6 million affiliates.
• Formulated and presented recommendations to Credit Committee on prospective investments for $6B fixed-income portfolio (sovereigns, corporates, and project finance). Participated in roadshows and results presentations.
• Ensured portfolio quality and compliance with risk appetite by monitoring indicators and communicating insights.
• Pioneered risk model to predict credit downgrades based on portfolio companies’ market and financial data by surveying rating methodologies, performing back tests and interviewing credit experts.

• Asset manager focused on Latin America. Manages, advises and distributes + US$39B globally.
• Executed structuring of investment funds (real estate, factoring) and SPVs by performing financial modelling, crafting marketing materials, and negotiating distribution waterfalls and risk mitigants with investors and.
• Managed client relationship with 10+ institutional investors, generating sales opportunities and attending to inquiries regarding funds’ strategies and quantitative analytics (performance attribution, stress testing.

Master Of Business Administration - Mba

• Awarded Berkeley Haas Excellence Scholarship for outstanding academic and professional achievements (Full-Tuition) • Selected as 2020-21.

Bachelor'S Degree, Economics

Dean’s list (2010-12) School-year internships: BBVA (Derivatives Distribution Desk), Fondos Sura (Money Market Desk)