Francisco Javier Perez, Cfa

Francisco Javier Perez, Cfa Email and Phone Number

Director at BlackPoint Capital @ BlackPoint Capital
Francisco Javier Perez, Cfa's Location
Orlando, Florida, United States, United States
Francisco Javier Perez, Cfa's Contact Details

Francisco Javier Perez, Cfa work email

Francisco Javier Perez, Cfa personal email

About Francisco Javier Perez, Cfa

Proven, multi-faceted investment professional with a passion for private investments, creating and building portfolios, operational efficiencies, relationships, businesses, and teams. Focused on helping businesses and teams succeed. Extensive experience in investment management, investment banking, and financial services. Currently serve as Director at BlackPoint Capital with a focus on healthcare innovation. Concurrently, also act as Director at Skyview Investment Advisors, overseeing fixed income investment portfolios and as managing director at Commenda providing merchant banking services to private company clients. F. Javier Perez, CFA is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.

Francisco Javier Perez, Cfa's Current Company Details
BlackPoint Capital

Blackpoint Capital

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Director at BlackPoint Capital
Francisco Javier Perez, Cfa Work Experience Details
  • Blackpoint Capital
    Director
    Blackpoint Capital Jun 2022 - Present
  • Blackpoint Capital
    Director
    Blackpoint Capital Jun 2022 - Aug 2023
    BlackPoint Capital is an investment firm and merchant bank focused in private markets and private funds. BlackPoint is affiliated with SkyView Investment Advisors, a registered investment advisor with a total of $4 Bilion in AUM. BlackPoint Capital deploys capital globally across public & private markets via private funds, co-investments, and merchant banking solutions.
  • Skyview Investment Advisors
    Director
    Skyview Investment Advisors Sep 2016 - Present
    Shrewsbury, Nj, Us
    Manage and direct client investments, operations, manager and investment due diligence, market intelligence, and assist with macro strategy and investment structuring. Responsible for relationship management for healthcare sector clients.
  • The Medtech Digest
    Chief Strategic Advisor
    The Medtech Digest Jan 2024 - Present
  • Medtech Momentum
    Advisory Board Member
    Medtech Momentum Dec 2021 - Present
    Orlando, Florida, Us
  • Lead Sports & Health Tech Partners
    Mentor
    Lead Sports & Health Tech Partners Sep 2021 - Present
    Berlin, Berlin, De
  • Cfa Society Orlando
    Advisory Council Member
    Cfa Society Orlando Aug 2020 - Present
    Orlando, Florida, Us
  • Cfa Society Orlando
    Immediate Past President, Board Member
    Cfa Society Orlando Jul 2017 - Aug 2020
    Orlando, Florida, Us
  • Orlando City Soccer Foundation, Inc.
    Board Member
    Orlando City Soccer Foundation, Inc. Jul 2019 - Present
  • Commenda Capital
    Managing Director, Healthcare And Chief Operating Officer
    Commenda Capital Aug 2016 - Jun 2023
    Atlanta, Ga, Us
    Commenda Capital is a merchant banking firm which provides strategic advice and tailored financial solutions to lower to middle-market companies seeking capital for growth, recapitalization, shareholder liquidity, and restructuring.Our typical transaction size is between $2 million to $50 million. We invest in and raise capital for early and established, later stage start-up companies. We can assist companies in any sector but our expertise is most acute in health care, manufacturing, real estate, and financial services. Our team has over 200 years of combined experience operating, funding and growing successful companies. We bring to the table a unique ability to assist companies with a range of strategic and financial support they may need. We provide the tools, contacts, business strategy, and capital that are critical to optimizing a firm’s value.
  • Bpv Capital Management - Back Porch Vista
    Portfolio Manager
    Bpv Capital Management - Back Porch Vista Mar 2015 - Aug 2016
    Knoxville, Tennessee, Us
    Responsible for management of fixed income strategies at BPV Capital Management with assets ranging from $1 billion to $1.5 billion. Responsible for analysis, trading, implementation, and management of all fixed income portfolios. Strategies managed exhibit top quartile performance. Sit on investment and best execution committees. Responsible for risk management oversight.
  • Cain Brothers Asset Management
    Portfolio Manager
    Cain Brothers Asset Management Jun 2014 - Mar 2015
    Orlando, Florida, Us
    Responsible for management of fixed income strategies at Cain Brothers Asset Management. Responsible for analysis, trading, implementation, and management of all fixed income portfolios. Strategies managed exhibited top quartile performance. Sat on investment and best execution committees. Responsible for risk management oversight.
  • Cain Brothers Asset Management
    Assistant Portfolio Manager
    Cain Brothers Asset Management Jun 2011 - Jun 2014
    Orlando, Florida, Us
    Co-manage Cain Brothers Asset Management's fixed income strategies. Responsible for trading, managing, analysis, and risk management for all of CBAM's fixed income portfolios. Lead on cash management and indentured fund mandates. Improved investment process by implementing risk management tools and trading infrastructure. Responsible for performance attribution and internal reporting. Heavily involved in sales and marketing process.
  • Cain Brothers Asset Management
    Head Of Investment Operations
    Cain Brothers Asset Management Feb 2010 - Jun 2011
    Orlando, Florida, Us
    Responsible for setting up trading and accounting infrastructure at start-up investment management company. Responsible for setting up operations team and workflows with oversight responsibility.
  • Bank Of New York Mellon
    Senior Trade Support Associate / Tech Control Specialist
    Bank Of New York Mellon Aug 2007 - Feb 2010
    New York, Ny, Us
    Middle office functions for client that outsourced all middle office responsibility to BNY Mellon. Was one of the first hires and helped set-up and implement work flows, team, and software. Worked closely with client to hand off responsibility and acted as de facto manager for team.
  • Bank Of New York Mellon
    Reconciliation Specialist
    Bank Of New York Mellon Sep 2006 - Aug 2007
    New York, Ny, Us
  • State Street Corp.
    Account Controller
    State Street Corp. 2004 - 2006
    Boston, Massachusetts, Us

Francisco Javier Perez, Cfa Skills

Portfolio Management Investments Fixed Income Bloomberg Trading Alternative Investments Capital Markets Financial Modeling Asset Management Investment Strategies Hedge Funds Mutual Funds Leadership Investment Banking Medical Devices Corporate Development Mergers And Acquisitions Marketing Business Strategy Healthcare Agency Mbs Risk Management Cmos Asset Allocation Financial Reporting Acquisitions Investment Management Financial Advisory Securities Cash Management Wealth Management Financial Markets Financial Analysis Problem Solving Due Diligence Business Development Start Ups

Francisco Javier Perez, Cfa Education Details

  • University Of Florida - Warrington College Of Business
    University Of Florida - Warrington College Of Business
  • Grenoble Ecole De Management
    Grenoble Ecole De Management
    International Business

Frequently Asked Questions about Francisco Javier Perez, Cfa

What company does Francisco Javier Perez, Cfa work for?

Francisco Javier Perez, Cfa works for Blackpoint Capital

What is Francisco Javier Perez, Cfa's role at the current company?

Francisco Javier Perez, Cfa's current role is Director at BlackPoint Capital.

What is Francisco Javier Perez, Cfa's email address?

Francisco Javier Perez, Cfa's email address is fp****@****tal.com

What schools did Francisco Javier Perez, Cfa attend?

Francisco Javier Perez, Cfa attended University Of Florida - Warrington College Of Business, Grenoble Ecole De Management.

What skills is Francisco Javier Perez, Cfa known for?

Francisco Javier Perez, Cfa has skills like Portfolio Management, Investments, Fixed Income, Bloomberg, Trading, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Strategies, Hedge Funds, Mutual Funds.

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