Vicente Cabrera Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Us

• Manage global Equity Long / Short strategy, responsible for top-down macro view, implementation, security selection and risk management

Executive Director - Investment Specialist, Endowments & Foundations Group• Covered Endowments, Foundations and sophisticated UHNW family offices, helping them manage substantial levels of wealth. Worked with clients in every facet of investment, from establishing an investment policy statement, to asset allocation, vehicle selection, ESG (Environmental, Social, Governance) integration and performance evaluation • Helped prospect and led pitches for new business to sophisticated, highly experienced client base across both Brazil and Mexico• Previously managed $800mm in UHNW Brazilian offshore client portfolio, helping clients to establish strategic and tactical asset allocations in order to reach their long-term goals. Expertise in fully managed, multi-asset strategies, as well as brokerage opportunities across global equities, global fixed income, derivatives, structured notes, and alternatives including Private Equity, Private Credit, and Hedge Funds.• Previously top Client Portfolio Manager in terms of number of client meetings, helping Investors and Bankers across all LatAm regions both retain and grow client AUM. Responsible for all communication around Core Managed Solutions to ensure coverage teams – and their clients – understood our performance, positioning, and overall views in portfolios. Worked directly with the Strategy, Portfolio Construction, and Portfolio Management teams, actively participating in and contributing to the investment discussion for LatAm portfolios

New York, New York, Us

• Developed, implemented, and managed investment strategies in institutional TIM (Trade Idea Monitor) which resulted in investment choices outperforming Canadian benchmark index by over 50% on invested capital for 2012 and by almost 20% through Q3, 2013 •Top ranked idea generator in Latam group for 2011, with stock selections outperforming both index and sector benchmarks, generating positive returns in down markets•Focused on generating client business through aggressive market-making, leveraging existing order flow, and formulating profitable trading ideas in order to deepen relationships with clients by offering them creative alternatives and solutions to reach their goals•Produced a daily note for both internal and external clients detailing the day’s events, relevant news, and views on overall investment environment as well as individual investment choices•Completed Citigroup Diversity Leadership Program, an executive training program for high-potential professionals where the candidates are nominated by senior managers

•2004 named head of Canadian Equity trading in NY, responsible for overall risk, profitability, and client-facing activities for US markets. Participated in client meetings by helping to market our overall services offering including cross-selling other products such as derivatives, portfolio trading, DMA, and algorithmic trading•Co-managed $50mln proprietary equity investment portfolio comprised exclusively of Canadian stocks in addition to daily responsibilities on cash equity desk•Helped sales-traders develop client relationships with individual traders at top accounts by presenting creative ideas to meet clients’ needs and managing order flow effectively by getting to know clients’ objectives

New York, New York, Us

Master Of Business Administration, Finance

Bachelor Of Science, Finance