Ulises Castro, Cfa

Ulises Castro, Cfa Email and Phone Number

Equity Portfolio Manager | MPA Columbia University | Data Science l Investments @ INFONAVIT
mexico
Ulises Castro, Cfa's Location
Mexico City Metropolitan Area, Mexico
Ulises Castro, Cfa's Contact Details

Ulises Castro, Cfa work email

Ulises Castro, Cfa personal email

n/a
About Ulises Castro, Cfa

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.

Ulises Castro, Cfa's Current Company Details
INFONAVIT

Infonavit

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Equity Portfolio Manager | MPA Columbia University | Data Science l Investments
mexico
Website:
infonavit.org.mx
Employees:
2431
Ulises Castro, Cfa Work Experience Details
  • Infonavit
    Equity Portfolio Manager
    Infonavit Aug 2020 - Present
    Mexico City Metropolitan Area
    Responsible for the equity investment strategy for the fund. Manage 7b usd in International and domestic equities.
  • Pensionissste
    Head Of Equities
    Pensionissste Jul 2019 - Aug 2020
    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.
  • Pensionissste
    Equity Portfolio Manager
    Pensionissste Nov 2017 - Jul 2019
    Mexico City Area, Mexico
  • Universidad Panamericana
    Adjunct Professor
    Universidad Panamericana Jun 2016 - Jul 2019
    Mexico City Area, Mexico
    Portfolio Management class
  • Principal México
    Equity Portfolio Manager- Mutual Funds
    Principal México Mar 2016 - Mar 2017
    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.
  • Grupo Financiero Interacciones
    Mexican Equity Strategist And International Equity Analyst
    Grupo Financiero Interacciones Jun 2014 - Dec 2015
    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.
  • Safra National Bank Of New York
    Trading Desk Intern
    Safra National Bank Of New York Jun 2013 - Oct 2013
    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.
  • Inter-American Development Bank
    Capstone Consultant
    Inter-American Development Bank Dec 2012 - May 2013
    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.
  • Interbolsa Financial Group
    Summer Intern At The Economic And Equity Research Department
    Interbolsa Financial Group Jun 2012 - Aug 2012
    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.
  • Ignia Shared Services
    Consultant
    Ignia Shared Services Feb 2012 - May 2012
    Greater New York City Area
    Collaborated in the investment strategy for its investment fund.
  • Ministry Of Economy
    Deputy Director Of Innovation Policy
    Ministry Of Economy Mar 2010 - Jul 2011
    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.
  • Promexico
    Analyst At The Business Intelligence Unit
    Promexico Jun 2008 - Feb 2010
    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.

Ulises Castro, Cfa Skills

Financial Analysis Econometrics Economic Research Equity Valuation Financial Modeling International Economics Equity Research Economics Of Innovation Emerging Markets Finance Macroeconomics Stata Bloomberg Terminal International Relations Economics Strategy Structured Products Equity Trading Entrepreneurship Analysis Trading Asset Management Equities Portfolio Management Corporate Finance Latin America Quantitative Analytics Investment Strategies Business Development Asset Allocation Bloomberg Public Policy Derivatives Investment Banking Private Equity Investments Valuation Fixed Income Financial Markets Capital Markets Due Diligence Eviews Analytical Skills

Ulises Castro, Cfa Education Details

Frequently Asked Questions about Ulises Castro, Cfa

What company does Ulises Castro, Cfa work for?

Ulises Castro, Cfa works for Infonavit

What is Ulises Castro, Cfa's role at the current company?

Ulises Castro, Cfa's current role is Equity Portfolio Manager | MPA Columbia University | Data Science l Investments.

What is Ulises Castro, Cfa's email address?

Ulises Castro, Cfa's email address is uc****@****bia.edu

What schools did Ulises Castro, Cfa attend?

Ulises Castro, Cfa attended Columbia University In The City Of New York, Instituto Tecnológico Autónomo De México.

What skills is Ulises Castro, Cfa known for?

Ulises Castro, Cfa has skills like Financial Analysis, Econometrics, Economic Research, Equity Valuation, Financial Modeling, International Economics, Equity Research, Economics Of Innovation, Emerging Markets, Finance, Macroeconomics, Stata.

Who are Ulises Castro, Cfa's colleagues?

Ulises Castro, Cfa's colleagues are Héctor Domínguez, Andy Martínez, Claudua Garcia, Gonzalez Enrique, Alberto Cruz Velazquez, Martha Poblett, Lilia Soberanis.

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