Filipe 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.
Analyzed existing and prospective investments in public debt and equity, including distressed debt, capital structure arbitrage, and short opportunities.
Performed deep fundamental analyses on over 15 leveraged issuers in multiple industries and sectors, including oil and gas, retail, and telecom, focusing mostly high-yield and stressed credits (B- or lower). Key responsibilities included financial modeling, assessment of third-party research, interaction with management teams, relative across capital structures, and covenants analysis.
Supported private financing deal flow, performing credit analysis, valuation, and due diligence.
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, Credit Analysis, Equity Research Analysis
2012 - 2016
Co-founded F3 Capital 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 Capital Partners' first venture capital deal, investing $2.5 million in a payment technology company in Canada. Negotiated investment terms, performed due diligence, and raised debt and equity for the acquisition.
Managed a BRL 250 million, high-grade credit portfolio, performing fundamental analyses and trading securities.
Performed due diligence in more than 40 asset managers and allocated $200 million in 11 managers.
Managed an equity long-short portfolio of $50 million from 2011 to 2012, primarily investing in Brazil.
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, discounted cash flow (DCF), and relative valuation in disparate industries. Select cases include Cyrela (Homebuilder), PDG (Homebuilder), Marcopolo (Industrial), CETIP (Financial Services), and TIM (Telecom).
Sourced, analyzed, and managed relationships with two small-cap real estate companies for the value/activist fund (Rodobens and Trisul).
Covered more than 30 public companies in four industries of financials, utilities, real estate, and telecom. Built financial models, including valuation (DCF and multiples) and detailed financial analyses.
Focus areas: Investment Portfolio Management, Equity Research
Investment Analyst, Portfolio Manager
2008 - 2009
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 valuation (DCF and multiples) and detailed financial analyses. Selected cases include UOL (Media - Internet), Vivo (Telecom), and Grendene (Footwear).
Performed analysis and due diligence on several private investments in multiple sectors, primarily involving structured debt.
Focus areas: Hedge Funds, Investment Portfolio Management, Investment Research
Investment Analyst, Global Special Situations
2006 - 2007
Citigroup Global Markets
Conducted due diligence in a power generation holding company in Argentina through financial statement analysis and valuation, review of all the relevant agreements, and definition of capital structure. The due diligence resulted in a private equity investment of $80 million.
Contributed to a $300 million acquisition financing for a retailer in Central America. Performed extensive financial analysis, due diligence, detailed DCF and credit modeling, and analysis of a complex capital structure involving a subordinated payment-in-kind instrument and second lien loan.
Performed financial analysis, valuation, and credit structuring for a $20 million mezzanine investment in a power generation company in the Dominican Republic.