Equity Portfolio Manager
CurrentResponsible for the equity investment strategy for the fund. Manage 7b usd in International and domestic equities.
Please complete the CAPTCHA to continue
@columbia.edu
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Ulises Castro, Cfa is listed as Equity Portfolio Manager | MPA Columbia University | Data Science l Investments at INFONAVIT, a company with 2431 employees, based in Mexico City Metropolitan Area, Mexico, Mexico. AeroLeads shows a work email signal at columbia.edu and a matched LinkedIn profile for Ulises Castro, Cfa.
Ulises Castro, Cfa previously worked as Equity Portfolio Manager at Infonavit and Head of Equities at Pensionissste. Ulises Castro, Cfa holds Master Of Public Administration - Mpa, International Finance from Columbia University In The City Of New York.
This section adds company-level context without repeating Ulises Castro, Cfa's masked contact details.
AeroLeads found 1 current-domain work email signal for Ulises Castro, Cfa. Compare company email patterns before reaching out.
Motivated investment management professional, specialized in EM Equities, with 10+ years of global experience. Proven track record of driving forward cutting-edge investment solutions while consistently generating top performances aligned with individual client needs and expectations.Exceptional skills in macro- and microeconomic and business analysis and portfolio management.Specialties: Emerging markets, Mexico, Stock picking, Portfolio Management, Financial Modeling.
Listed skills include Financial Analysis, Econometrics, Economic Research, Equity Valuation, and 39 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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
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.
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.
Other employees you can reach at infonavit.org.mx. View company contacts for 2431 employees →
Oscar Cruz
Colleague at Infonavit
Mexico, Mexico
View →
AH
Alemán Hdz. Luis Francisco
Colleague at Infonavit
San Luis Potosí, Mexico, Mexico
View →
AP
Alan Pinedo Herrera
Colleague at Infonavit
Mexico, Mexico
View →
JC
Jeanette Carranza Hernandez
Colleague at Infonavit
Mexico, Mexico
View →
AP
Alejandro Pineda Servin
Colleague at Infonavit
Mexico City, Mexico, Mexico
View →
JD
José David Martínez Ramírez
Colleague at Infonavit
Cuautitlán Izcalli, México, Mexico, Mexico
View →
MA
Maria Antelma Sanchez Andrade
Colleague at Infonavit
Mexico, Mexico
View →
ER
Elsa Rodriguez
Colleague at Infonavit
San Luis Potosí, Mexico, Mexico
View →
LN
Liliana Núñez De Alvarez Falconi
Colleague at Infonavit
Mexico City, Mexico, Mexico
View →
CG
Claudua Garcia
Colleague at Infonavit
San Luis Potosí, Mexico, Mexico
View →
Activities and Societies: Finance Society Entrepreneur Society Columbia Impact Investing Iniciative LASA (Latin American Association).
Activities and Societies: TEACHING EXPERIENCE Instituto Tecnológico de México (ITAM) Mexico City, 2003-2007 Macroeconomics teaching.
Quick answers generated from the profile data available on this page.
Ulises Castro, Cfa works for INFONAVIT.
Ulises Castro, Cfa is listed as Equity Portfolio Manager | MPA Columbia University | Data Science l Investments at INFONAVIT.
AeroLeads has found 1 work email signal at @columbia.edu for Ulises Castro, Cfa at INFONAVIT.
Ulises Castro, Cfa is based in Mexico City Metropolitan Area, Mexico, Mexico while working with INFONAVIT.
Ulises Castro, Cfa has worked for Infonavit, Pensionissste, Universidad Panamericana, Principal México, and Grupo Financiero Interacciones.
Ulises Castro, Cfa's colleagues at INFONAVIT include Oscar Cruz, Alemán Hdz. Luis Francisco, Alan Pinedo Herrera, Jeanette Carranza Hernandez, and Alejandro Pineda Servin.
You can use AeroLeads to view verified contact signals for Ulises Castro, Cfa at INFONAVIT, including work email, phone, and LinkedIn data when available.
Ulises Castro, Cfa holds Master Of Public Administration - Mpa, International Finance from Columbia University In The City Of New York.
Ulises Castro, Cfa is listed with skills including Financial Analysis, Econometrics, Economic Research, Equity Valuation, Financial Modeling, International Economics, Equity Research, and Economics Of Innovation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts