Raúl R. Valenzuela Hadad, Cfa Email & Phone Number

Mérida, Yuc., Mx

Mérida Y Alrededores, México

*Actually serving as an outsourced CIO for three Single Family Offices and looking to expand this service in 2024 for another single family in the Yucatan, Mexico area.Main achievements as an O-CIO:- Portfolio's total costs reduction by 49% (2020).- Creation of consolidated portfolio reports under GIPS methodology for asset owners.- Creation of the Investment Policy Statements (IPS).- Investment committee implementation.- Increased accountability of asset managers… Show more *Actually serving as an outsourced CIO for three Single Family Offices and looking to expand this service in 2024 for another single family in the Yucatan, Mexico area.Main achievements as an O-CIO:- Portfolio's total costs reduction by 49% (2020).- Creation of consolidated portfolio reports under GIPS methodology for asset owners.- Creation of the Investment Policy Statements (IPS).- Investment committee implementation.- Increased accountability of asset managers and service providers with a proper meeting minutes system.- Due diligence on new asset managers, international real estate projects and venture capital investments.- I helped define a proper benchmark for the portfolio return based on individual & family goals. Show less

-Board member and active participant on the investment committee.

-Design of custom made Investment strategies and asset allocation mix for clients.-Customer service for HNWI / UHNWI.

Zapopan Y Alrededores, México

-Distribution channel design for the Long/Short Value Equity strategy. -Sales process design and implementation for HNWI/UHNWI.-Increased firm's AUM by 10%.

Dallas, Texas

- I worked with the Business Intelligence Manager on an employee attrition project which helped raise gross profit per hour by 12%.- I worked with the CFO on daily operational activities for 600+ franchises.- Updated the fixed assets, intangibles and construction in progress data base of the Holding company.

- I did a local benchmark study on financial products to help improve competitiveness of the company.- I analyzed and identified nonperforming loans which helped lower default rates and raise profitability.

Bachelor'S Degree, Finance And Financial Management Services

-Equity valuation -Investment strategies -Portfolio management

Diplomado, Project Administration (Real State)

-Financial evaluation of real state projects -Budget and cost analysis (Opus) -Sales and marketing strategy