José Daniel Cotera, Cfa, Caia Email and Phone Number
I am genuinely passionate about identifying seed-stage/high-potential investment opportunities, fostering strong relationships with portfolio founders, and providing valuable financial guidance to support the initial growth of portfolio companies.With a proven track record and a broad professional background in financial planning, research, and risk management, I currently serve as Principal at MGV Capital. In this role, I have led the investment process in 27 companies across seven countries (particularly in the United States and Spanish-speaking Latin America), mainly in fin-tech, enterprise software, and consumer internet.I hold a Bachelor's degree in Actuarial Science from ITAM and have enhanced my educational background through prestigious certifications, including the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charters, as well as the Venture Capital Unlocked program at the Stanford Center for Professional Development.
Mgv Capital
View- Website:
- mgvcapitalgroup.com
- Employees:
- 3
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PrincipalMgv Capital Sep 2022 - PresentCiudad De México, México -
AssociateMgv Capital Group Oct 2020 - Sep 2022Evaluate potential investment opportunities, conduct deal flow analysis and due diligence, and elaborate investment memorandums and performance assessments related to a US$ 5 million fund, with $2.375 million invested in 22 early-stage companies in 6 countries (United States, Canada, United Kingdom, Mexico, Colombia, and Argentina) as of May 2022. -
Financial Planning Deputy DirectorGicsa Jul 2019 - Oct 2020Ciudad De México Y Alrededores, MéxicoManaged corporate financial planning related to 16 properties (10 shopping centers, 1 corporate office building and 5 mixed-use projects) with a combined 912,000 square-meters gross leasable area (GLA) and 91% occupancy rate, which generated MXN$ 4,260 million revenue and MXN$ 3,302 million net operating income (NOI) during 2019.Elaborated and presented financial models related to a re-financing in which GICSA sponsored a commercial mortgage-backed security (CMBS) that amounted to MXN$ 14,310 million, split among MXN$ 9,750 Senior Notes collateralized by first-beneficiary right in 9 properties' cash flows; MXN$ 2,250 unsecured Interim Loan; and MXN$ 2,310 Junior Debt with second-beneficiary right in the Senior Trust.Elaborated and presented cash flow models related to a 106-unit and 178,300 square-meters residential project (Cero5Cien), with estimated total costs of MXN$ 5,800 million and expected sale-income of MXN$ 7,400 million (50.9% units sold as of September, 2020). -
Co-Founder & Investment ManagerFaj Real Estate Jan 2016 - Jul 2019Ciudad De México Y Alrededores, MéxicoManaged financial planning to develop and commercialize a 38-unit and 11,500 square-meters residential project, with estimated total costs of MXN$ 109 million and expected sale-income of MXN$ 164 million (44.7% units sold as of June, 2019).Negotiated investments as limited partners in 8 properties that amounted to MXN$ 24 million, achieving a 19.2% internal rate of return (IRR).
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Commercial Liaison Assistant ManagerP.M.I. Comercio Internacional, S.A. De C.V. Oct 2014 - Dec 2015Ciudad De México Y Alrededores, MéxicoElaborated and presented analyses for monthly committees in which the adjustment K-factors of the official selling prices (OSP) of the Mexican crude oils are modified to maintain their competitiveness, with exports to USA, Europe and Far East that amounted monthly to US$ 3 billion.Negotiated adjustments on supply of approximately 1.2 million barrels per day and implemented a diversification strategy that increased Mexican crude oil exports in spot cargoes by 74% during the first half of 2015.Established and developed business relations acting as liaison between clients and PMI's Crude Oil Department to solve time-sensitive commercial matters (pricing, volume, laycan and payment modifications).
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Senior Crude Oil AnalystP.M.I. Comercio Internacional, S.A. De C.V. May 2013 - Sep 2014Ciudad De México Y Alrededores, MéxicoElaborated and presented daily, weekly and monthly research reports to support decision-making and inform several Mexican government agencies about the economic, geopolitical and supply/demand conditions that influence prices of Mexican crude oils (Maya, Isthmus & Olmeca) and of global future contracts (NYMEX & ICE).
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Risk AnalystSura México May 2010 - Jun 2012Ciudad De México Y Alrededores, MéxicoDeveloped and implemented historical and hypothetical stress-test scenarios for SURA's mandatory pension-fund portfolios (SIEFORES) that complemented Value-at-Risk models and mitigated market risk exposures.Managed a project to optimize the identification and measurement of market, credit and liquidity risk-limits specified in the investment policy statements (IPS) of 100+ third-party discretionary pension-fund portfolios in a new internally-developed risk system.Elaborated and presented monthly Executive Risk Reports (ERR) to the regional office in Atlanta, which integrated data of Risk Departments in Mexico, Colombia, Chile, Peru and Uruguay. -
Junior Credit AnalystIng Investment Management México Sep 2008 - Apr 2009Ciudad De México Y Alrededores, MéxicoElaborated and presented initial and follow-up reports to assign and revise internal credit ratings of corporate debt during the economic crisis of 2008-2009, mainly for residential mortgage-backed securities (RMBS).
José Daniel Cotera, Cfa, Caia Education Details
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Actuarial Science
Frequently Asked Questions about José Daniel Cotera, Cfa, Caia
What company does José Daniel Cotera, Cfa, Caia work for?
José Daniel Cotera, Cfa, Caia works for Mgv Capital
What is José Daniel Cotera, Cfa, Caia's role at the current company?
José Daniel Cotera, Cfa, Caia's current role is Venture Capital | Principal @ MGV Capital.
What schools did José Daniel Cotera, Cfa, Caia attend?
José Daniel Cotera, Cfa, Caia attended Instituto Tecnológico Autónomo De México.
Who are José Daniel Cotera, Cfa, Caia's colleagues?
José Daniel Cotera, Cfa, Caia's colleagues are Mariana Ramos, Jaya Prakash.
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