Felipe Melo

As Alternative Investment Specialist at Hays Mews Capital, my approach revolves around clients’ unique circumstances. With an overarching focus on long-term relationships, I match high-net-worth individuals and institutional investors to alternative investments that align with their risk appetite and objectives. My goal is to help clients maximize returns and build resilient, diversified portfolios.

Advisory role for Real Estate client - Middle-Sized Real Estate Company (Income: USD 3 to 5 MM per Project). Advising include: Macroeconomic Analysis, Strategic Financial Guidance, Economic Activity Insights and Investment Recommendations

Webinars for clients of Finqual, focusing on backtesting for investment strategies. • I provided training for attendees on financial concepts and practical applications. • Used real-world examples, that are accessible to all for operational simplicity, and predictive models to demonstrate the effectiveness of backtesting for an investment decision based on data. • Empirically I showed how backtesting can reduce uncertainties in investment decisions, providing clients with useful insights.

AFP Planvital is a Generali Group subsidiary. In this role, I uncover relative and absolute market risks of pension funds and financial instruments via statistical and financial tools. The global and local portfolios have AUM USD 6.9 billion. About this, Credit risk management stands out through qualitative analysis and financial evaluation of corporate bond issues. On the quantitative spectrum I developed alerts and metrics based on econometric techniques, doing regularly presentations to senior management

• Consulting based on the client’s strategic needs, which cover the financial, accounting, commercial and marketing areas. • Convey experience and knowledge in the field of management, lifting of needs, implementation of solutions and business development. • Differentiate the nature, stage, life cycle and structure of the business, identifying the type of product and its target market for the customer.

Portfolio management for more than USD 290 million in credit lines facilities, confirming, derivatives, factoring and other banking products for approval and admission of head risk manager. Analysis of the financial situation of multinational companies based on their financial statements. Construction, Automotive, Retail, Transport and pharmaceutical sector.

As a Portfolio Insurance Analyst, I supervised massive product agreements with brokers, contributed to the development of new products and ensured compliance with the regulator

Advanced Equity Derivatives, Corporate Finance, Data Mining Workshop, Dynamic Asset Allocation, Empirical Finance, Empirical Methods, Fixed Income Derivatives, International Finance, Quantitative Risk Administration, Stochastic Calculus