Daniel Arteta De Mier

• Responsible for developing and implementing the overall investment strategy for UHNW clients' portfolios, including deal advisory, portfolio construction, group strategy implementation, and monitoring client risk parameters.

• Participated in consolidation and interest acquisition M&A transactions for our clients´ private companies using various valuation methods (LBO, DCF, Transaction & Multiple Comparisons, Balance) and implemented extensive modelling.

• Generated presentation materials for clients that facilitated understanding of the investment strategy, transaction objectives and individual portfolio returns.

Achievements

• Created an extensive model and DCF valuation resulting in a +30MM buyout for our client.

• Analyzed and introduced investment opportunities, including equities, fixed income, and alternative investment securities on a weekly basis, resulting in an overall annual return of 18.6% in 2021 and a YTD return of 15.4% as of September 2022.

• Managed a fund exceeding US$750 million with 37 clients in collaboration with a group of professionals.

• I was part of the new ventures team that lead multiple company terrain and facility acquisitions. I constructed several financial models based on potential scenarios for the new palm oil cultivation stage, carefully considering capital requirements, cultivar variety, environmental conditions, economic variables, and financing.

Achievements

• Led the team in a 40-hectare oil palm replanting project and development that resulted in a 14% revenue increase.

• Established a pilot test to determine the best variety for upcoming projects, resulting in a 32% increase in yield.

• Participated in weekly operational team meetings, leading to a 12% reduction in inefficient positions.