菲利浦-杜兰, 金融专家 in 加拿大安大略省多伦多
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菲利浦-杜兰

验证专家  in 金融

金融专家

位置
加拿大安大略省多伦多
至今成员总数
2018年1月12日

菲利浦- is a seasoned finance professional who has contributed to $5+ billion in debt transactions over multiple sectors from telecom and industrials to oil and gas. He has also co-founded an investment firm and grew it to $500 million in assets under management. He currently freelances to help companies to deal with balance sheet challenges and investors to evaluate complex private investments.

金融建模合并 & 收购(M&A)财务规划 & 分析(FP&A)筹款房地产私人股本股票研究信用分析对冲基金咨询

职业生涯突出

合作伙伴,联合创始人
F3资本
股票研究/Investment Portfolio Manager
Sulamerica荷兰国际集团(ING)
投资分析师, Global Special Situations
花旗集团全球市场

教育强调

特许金融分析师(CFA)
CFA协会
学士学位
Pontificia Universidade Católica do Rio Grande do Sul

案例研究

工作经验

投资分析师

2016 - 2018
对冲基金-多伦多
  • Analyzed existing and prospective investments in public debt and equity, 包括不良债务, 资本结构套利, 和短暂的机会.
  • Performed deep fundamental analyses on over 15 leveraged issuers in multiple industries and sectors, 包括石油和天然气, 零售, 和电信, focusing mostly high-yield and stressed credits (B- or lower). Key responsibilities included financial modeling, 第三方研究评估, 与管理团队的互动, 相对于资本结构, 契约分析.
  • Supported private financing deal flow, performing credit analysis, 估值, and 尽职调查.
  • Developed an analytical framework to monitor and source new investment ideas in balance sheet intense situations and event-driven opportunities.
Focus areas: Investment Portfolio Management, 信用分析, 股票研究 Analysis

合作伙伴,联合创始人

2012 - 2016
F3资本
  • Co-founded F3资本 and helped grow it to $500 million in assets under management.
  • Led a team of four investment professionals covering multiple asset classes across the globe.
  • Executed F3资本 Partners' first venture capital deal, investing $2.5 million in a payment technology company in Canada. Negotiated investment terms, performed 尽职调查, and raised debt and equity for the acquisition.
  • 管理了2.5亿巴西雷亚尔, 高等级信用组合, performing fundamental analyses and trading securities.
  • Performed 尽职调查 in more than 40 asset managers and allocated $200 million in 11 managers.
Focus areas: Asset Liability Management (ALM), Investment Portfolio Management

股票研究/Investment Portfolio Manager

2010 - 2012
Sulamerica荷兰国际集团(ING)
  • Managed an equity long-short portfolio of $50 million from 2011 to 2012, 主要投资于巴西.
  • Implemented a new long-short equity strategy, Sulamerica Long & Short, which ranked on the first quartile in 2011.
  • Analyzed more than 20 investment cases. Performed deep bottom-up fundamental analysis including financial modeling, 贴现现金流量, and relative 估值 in disparate industries. Select cases include Cyrela (Homebuilder), PDG(房屋), Marcopolo(工业), 首席贸易主任(金融服务), 及TIM(电讯).
  • 采购, 分析了, and managed relationships with two small-cap 房地产 companies for the value/activist fund (Rodobens and Trisul).
  • Covered more than 30 public companies in four industries of financials, 公用事业公司, 房地产, 和电信. Built financial models, including 估值 (DCF and multiples) and detailed financial analyses.
Focus areas: Investment Portfolio Management, 股票研究

投资分析师, Portfolio Manager

2008 - 2009
法定资本
  • Developed a value- and event-driven equity strategy and allocated $10 million in capital.
  • Allocated a portfolio of Latin American high yield bonds of $15 million which generated returns in excess of 30%.
  • Covered more than 20 public companies in 3 industries of financials, telecom, and industrials. Built financial models, including 估值 (DCF and multiples) and detailed financial analyses. Selected cases include UOL (Media - Internet), Vivo (Telecom), and Grendene (Footwear).
  • Performed analysis and 尽职调查 on several private investments in multiple sectors, primarily involving structured debt.
Focus areas: Hedge Funds, Investment Portfolio Management, Investment 研究

投资分析师, Global Special Situations

2006 - 2007
花旗集团全球市场
  • Conducted 尽职调查 in a power generation holding company in Argentina through financial statement analysis and 估值, review of all the relevant agreements, 以及资本结构的定义. The 尽职调查 resulted in a private equity investment of $80 million.
  • Contributed to a $300 million acquisition financing for a 零售er in Central America. Performed extensive financial analysis, 尽职调查, 详细的DCF和信用建模, and analysis of a complex capital structure involving a subordinated payment-in-kind instrument and second lien loan.
  • 进行财务分析, 估值, and credit structuring for a $20 million mezzanine investment in a power generation company in the Dominican Republic.
Focus areas: Private Company Valuation, 私人信贷, 私人股本, 不良/特殊情况
2008 - 2012

特许金融分析师(CFA) in Investment Analysis

CFA协会-弗吉尼亚

1998 - 2003

学士学位 in Business Administration

Pontificia Universidade Católica do Rio Grande do Sul - Brazil

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