Luis Felipe González Huerta, Cfa Email & Phone Number

Mexico City

Founded in 2019, ROOMY is a Multifamily Real Estate Company that aims thought the Coliving housing model build a platform and network of rooms to serve a massive, underserved market: young professionals looking for flexible housing in Latin American Cities.• Responsible of the overall strategy - client’s interviews, investor presentations and evaluation of real estate opportunities.• Developed strategic relationships with strategic investors as well as most important real estate local players.• We built a state-of-the-art team with expertise in tech, design, policy, urbanism, finance, hospitality, and community organizing. All team members were attracted by the commitment to solve housing crisis in chaotic cities, such as Mexico City.• We obtained capital commitments (+US$ 400k) from angel investors – all of them well-known industry insiders.https://roomy.mx/mentor-team

Mexico City Area, Mexico

Afore PENSIONISSSTE is one of the biggest pension funds (defined contribution) in Mexico with +US$ 12 bn in AUM.• Responsible for public equities across 5 portfolios worth USD $2.5 billion.• Leading the implementation of investment mandates, including develop a Request for Proposal, due diligence, negotiating, implementation with CONSAR requirements and funding (US $ 400 mm).• In a regular basis present to investment committee the portfolio performance and new investment cases.• Implementation of an investment process based on quantitative criteria for investments that were not considered highly concentrated.• Regular attendance at board meetings of the most relevant investments in the portfolio.

Ciudad De México Y Alrededores, México

Interacciones was financial group focused in the government sector. The brokerage house of the group was focused in provide high net worth individuals investment solutions. Recently Interacciones was acquired by Grupo Financiero Banorte.• Place and manage trading execution.• Managing clients’ discretionary accounts.• Regular calls and meetings with clients to give the updates of their investments.• Attracted above $200 million MXN from new clients• First banker in the firm to open and manages derivatives accounts for retail clients.

Internship Program where I worked hand by hand with one Sr. Private Banker, helping with his daily activities.• Liquidity Management.• Client calls.• Performance analysis.• Achieving AMIB-3 license.

Master'S Degree, Master In Institutions And Financial Markets – Investment Management Major

Awarded with the scholarship of Fundación Carolina.

Brief Course About Private Equity And Venture Capital.

Degree In Financial Management

Activities and Societies: Team member of CFA Research Challenge 2014 (National Finalist)