Rodrigo Ortega Email and Phone Number

Rodrigo Ortega has a background that includes over 17 years of experience in the equity research sell-side business and building long-term trust relations with clients in Mexico and abroad. He leads a team of 8 senior analysts covering Mexican equities to achieve the most extensive coverage of the local equity market, with a focus in institutional grade research and also developing specific products for retail investors. Mr. Ortega has been an equity strategist over more than 10 years with a focus in Mexican equities and has also covered other Latin American markets (Peru, Colombia, Chile). As an analyst, Mr. Ortega has deep knowledge of the Mexican financial system, having covered banks, non-bank banks and insurance companies. Over the course of the more than 17 years of experience as analyst, he also gathered deep knowledge in the telecommunications, media, industrials, home-building and consumer segments.His academic background includes a bachelor degree in Economics with Specialization in Finance by the Instituto Tecnológico Autónomo de México (ITAM) and a Master in Finance at the EGADE Business School (Escuela de Graduados en Administración y Dirección de Empresas) by the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM).His professional and academic experience has allowed him to build robust trust-based relationships with clients and industry players, helping them understand the industry and company-specific investment implications of the macro-economic and political environment both from a local and global perspective. As an analyst he has developed robust financial modelling skills and knowledge of different valuation techniques. He has also had the opportunity to develop strong communication and selling skills. These have proven essential in sharing his investment ideas in a simple and concise manner or go over complex and deep detailed analysis, levelling to the interests of his audience. As a manager, Mr. Ortega has developed skills in negotiating with the diverse stakeholders in the equity business value-chain, including top management, sales, trading, execution, structuring and ECM. This has also been underpinned by his solid team working skills.