Ulises Castro, Cfa Email & Phone Number

Mexico City, Cdmx, Mx

Mexico City Metropolitan Area

Responsible for the equity investment strategy for the fund. Manage 7b usd in International and domestic equities.

Mexico City Area, Mexico

Responsible for the equity investment strategy for the pension fund. Manage 2bn usd in US equities, Mexican Equities, Emerging Markets and Mandates.

Mexico City Area, Mexico

Mexico City Area, Mexico

Portfolio Management class

Mexico City Area, Mexico

Managed ~200 MM USD in mutual funds and private mandates following Mexico-only and Emerging Markets active strategies.Develop stock picking strategy for the group's LatAm fund Mexican allocation, providing weekly updates to the Principal International Team.

Mexico City Area, Mexico

Fundamental Research on International Markets (SIC)Developed equity investment strategies for Interacciones´ theoretical portfolio.Designed of equity strategy reports for the Mexico region.Performed market, sector and stock analysis.

New York

Buy-side research for the LatAm and the U.S. market.Supervised strategic and short term portfolio P&L to recommend investment strategy and asset allocation plans.Reported investment news and topics through daily morning brief.Implemented option strategies to realize profit taking and hedge portfolio.

Washington D.C. Metro Area

Under the supervision of a faculty advisor, served on a team of graduate student consultants to produce a publication on how the experience in the United States in export promotion and SME internationalization policies can serve the Inter-American Development Bank and the region to implement in Latin America.

Colombia

Carried out equity research and valuation of companies listed in the Colombian Stock Exchange (BVC) and developed a model to valuate companies.Developed a project to improve the general equilibrium model used to evaluate the colombian economy.

Greater New York City Area

Collaborated in the investment strategy for its investment fund.

Mexico City Area, Mexico

Developed Mexico's National innovation Program Draft which promotes a better public policy the funding of innovative companies and promotes tax incentives to support entrepreneurs.Participated in the design of Ministry of Economy´s Fund of Funds for investment in leading expansion capital funds and direct co-investment opportunities within Mexico and the U.S.Participated in the investment committee of the Funds of Funds called Mexico Ventures for selling and purchasing of investment securities and monitoring individual investment opportunities. Worked jointly with American firms such as Sun Mountain Capital and Greenspring Associates who are the General partners of Mexico Ventures I. Designed and implemented economic policies that integrate innovation in the competitive industries.Designed of Office of technology transfer program, a program that helps universities to put their knowledge into market necessities and foster their spread.

Mexico City Area, Mexico

Prepared charts and tables for analysis and presentations. Monitored and researched current regional events to identify economic trends and report investment opportunities. Analyzed economic factors to determine relationships between regional trends and growth potential for various markets and business developments.Designed investment opportunities reports on products in a specific geographic zones.Lead "Business Groups" in order to find the best strategic route to attract investment or promote exports in Mexican industries.Designed and implemented a economic model to find the best competitive products that Mexico can export to other countries.2009, Teamwork with Boston Consulting Group (BCG), Promexico and the Ministry of EconomyWorked on an investigation called "Strategy to promote investments in Mexico" that evidenced the main competitive sector in Mexico in order to create a new industry policy.Development of an Index presenting the competitive advantages between countries and industries finding that Mexico is one of the best competitive countries to invest.Researched industries' employment wages, fix cost, revenues and other important variables in other to identify differences between structures and among industries.

Master Of Public Administration - Mpa, International Finance

Activities and Societies: Finance Society Entrepreneur Society Columbia Impact Investing Iniciative LASA (Latin American Association).

Ba, Economics

Activities and Societies: TEACHING EXPERIENCE Instituto Tecnológico de México (ITAM) Mexico City, 2003-2007 Macroeconomics teaching.