Alan Alanis
New York
Summary
Seasoned Wall Street executive with decades of experience doing strategic analysis, recommending investments and developing winning teams.
Overview
31
31
years of professional experience
Work History
Managing Director
Banco Santander
12.2019 - 04.2024
- Head of Equity Research. Rebuilt the team to the highest standards and under budget in less than 3 years.
- Mexico Equity Strategist. My "Top Stock Picks" outperformed the MexBol Index by over 15% each year. Institutional investor consistently ranked my work among the best.
- Chief Equity Strategist for Latin America. Recognized by Santander's global and by Mexico CEOs for my research, .
- Sector Head for Latin American Food and Beverages, and Mexico Consumer. Trusted advisor by investors, CEOs and CFOs of this industry in the region due to my expertise.
Managing Director
UBS Investment Bank
05.2014 - 11.2019
- Hired as UBS Latin America's Chief Equity Strategist, Achieved Top 3 ranking by Institutional Investors polls shortly afterwards.
- Subsequently, asked to retake responsibilities as Sector Head of LatAm Food & Beverage. This consolidated my leadership analyzing the sector and benefited UBS bottom line.
- Promoted from Executive to Managing Director and assigned the role of Head of Mexico Research out of New York.
Executive Director
J.P. Morgan
08.2007 - 04.2014
- Hired by Bear Stearns in New York, then hired by JP Morgan post this acquisition which took place six months since I joined. I was one of only 3 (out of 33) hired from Bear Stearns LatAm Equity Research.
- Designed valuation models, and structure my work originally and proactively. Hired and mentored associates successfully.
- Achieved the #1 ranking by Institutional Investors in record time. I held that position for half a decade analyzing and recommending stocks in in the LatAm Food & Beverage Industry,
Strategic Planning Team Leader
Coca-Cola FEMSA (KOF)
04.2006 - 07.2007
- Performed due diligence of potential M&A candidates in Asia, Canada and South America.
- Concluded with some negative recommendations from my side which turned out to be appropriate.
- A positive recommendation was Kaiser brewery. I lived in Sao Paulo, Brazil for six months helping on the completion of the deal and the integration of the company.
Head of Investor Relations
FEMSA
01.2002 - 01.2006
- Redesigned the investor relations program from one that only provided information to one focused on generating demand and loyalty for FEMSA shares.
- Achieved substantial valuation multiple expansion not explained by other factors such as interest rates, change in strategy nor Mexico's risk premium.
- Elected in the US as Board Member of the National Investor Relations Institute (NIRI).
Senior Consultant
Vision Consulting
01.1998 - 01.2002
- Quantified financially potential savings that could be extracted by redesigning coordination projects.
- Helped lead the implementation of these projects in the US, Europe and Latin America
- Based for 18 months in Germany.
Corporate Leding Officer
Banamex
01.1993 - 01.1997
- Rapidly promoted to Account Manager for the largest corporate customers in the North of Mexico.
- Oversaw a bank lending portfolio of almost half a billion dollars in the cement, packaging and public sector industries.
- Granted in record time, a full scholarship for MBA. Banamex paid for all my studies at the University of Chicago.
Education
Master of Business Administration (MBA) - Finance and International Business
The University of Chicago - Booth School of Business
06.1993
Bachelor's degree - Economics
Instituto Tecnológico Y De Estudios Superiores De Monterrey
06.1990
Skills
- Strategic Analysis
- Investments
- Valuation
- Equity Capital Markets
- Creating Winning Teams
Languages
Portuguese
Intermediate (B1)
Italian
Upper intermediate (B2)
Spanish
Bilingual or Proficient (C2)
Personal Information
Very grateful for having 3 fantastic and loving adult children. I'm a holder of US and of Mexico's passports.
Passionate reader of philosophy. Avid jogger.
Firm believer in healthy living in body and mind. Passionate about helping others develop in every way,
Timeline
Managing Director
Banco Santander
12.2019 - 04.2024
Managing Director
UBS Investment Bank
05.2014 - 11.2019
Executive Director
J.P. Morgan
08.2007 - 04.2014
Strategic Planning Team Leader
Coca-Cola FEMSA (KOF)
04.2006 - 07.2007
Head of Investor Relations
FEMSA
01.2002 - 01.2006
Senior Consultant
Vision Consulting
01.1998 - 01.2002
Corporate Leding Officer
Banamex
01.1993 - 01.1997
Master of Business Administration (MBA) - Finance and International Business
The University of Chicago - Booth School of Business
Bachelor's degree - Economics
Instituto Tecnológico Y De Estudios Superiores De Monterrey
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