Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Hobbies and Interests
Languages
Timeline
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David Lopez

Miami,FL

Summary

Results-driven financial executive with deep expertise in alternative investments, business development, and fundraising across Latin America and the US Offshore market. Led the growth of a $5.8B alternatives business and including over $1.5B in private wealth capital. Proven ability to execute Alternative Investments, scale distribution platforms, and drive institutional and private wealth partnerships. Strong negotiator with a track record of executing high-impact business plans and sales strategies.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Director

BlackRock
Miami, FL
06.2021 - Current
  • Lead alternative assets business development, sales strategy, and execution across Latin America and the US Offshore region.
  • Drove the growth of a $5.8B diversified alternatives business over the past four years across Uruguay, Brazil, Peru, Chile, Colombia, Central America, Mexico, and the US Offshore market.
  • In 2024, led the private wealth segment, expanding key relationships and raising over $500M.

Senior Investment Manager

Afore SURA
Mexico City, Mexico
09.2019 - 07.2021
  • Spearheaded the development of a USD 5 billion International Alternatives Asset Program In 3 years.
  • Oversaw sourcing, due diligence, and monitoring for Private Equity, Growth, and Real Estate investments.
  • Collaborated cross-functionally to ensure robust investment evaluation and program execution.

Investment Manager

SURA Asset Management
Medellin, Colombia
12.2016 - 08.2019
  • Led Fund Selection efforts across Latin America (Mexico, Colombia, Peru, Chile) for both private and traditional investments.
  • Oversaw a $200M seed capital portfolio designed to drive growth in Investment Management and Wealth Management Divisions
  • Spearheaded initiatives focused on generating new business, optimizing compensation structures, integrating ESG principles, and enhancing investment platforms objectives.

Fund Administration Analyst

BTG Pactual
Medellin, Colombia
11.2015 - 01.2017
  • Developed and automated analytical tools to enhance the investment decision-making and monitoring processes.
  • Supported fund administration and reporting by ensuring data accuracy and operational efficiency.
  • Collaborated with cross-functional teams to streamline workflows and support effective investment management.

Education

Series 63 -

NASAA
01-2024

SERIES 7 -

FINRA
01-2024

Chartered Alternative Investment Analyst - Private Markets

CAIA
01-2020

Graduate Degree - Leadership

Tecnológico De Monterrey
01-2019

Graduate Degree - Corporate Finance

Universidad EIA
01-2018

Private Equity Master Class -

Harvard Business School
01-2018

Bachelor of Engineering - Management

Universidad EIA
01-2015

Skills

  • Leadership
  • Client Focus
  • Detail-oriented
  • Negotiation
  • Critical Thinking
  • Teamwork
  • Adaptability
  • Eager Learner
  • Industry knowledge
  • Business strategy

Certification

  • 2019, Alternative Investments - BEA
  • 2018, Private Equity, ILPA
  • 2017, Corporate Finance, EDX
  • 2016, Macroeconomics, BTG
  • 2015, Advanced Excel , UEIA

Accomplishments

  • 2024, BlackRock Awards: Most impressive win that required work and partnership with teams in different markets.
  • 2018, Summa Cum Laude Award for the graduate student with the highest GPA at graduation from Universidad EIA.
  • 2015, "Laurel Scholarship" in the university internship process at BTG Pactual.
  • 2015, Best undergraduate GPA in the 10th semester at Universidad EIA Honor Roll.

Hobbies and Interests

  • Technology
  • Entrepreneurship
  • Innovation
  • Science Fiction Movies
  • Sports
  • News

Languages

Spanish
Native/ Bilingual
English
Full Professional

Timeline

Director

BlackRock
06.2021 - Current

Senior Investment Manager

Afore SURA
09.2019 - 07.2021

Investment Manager

SURA Asset Management
12.2016 - 08.2019

Fund Administration Analyst

BTG Pactual
11.2015 - 01.2017

Series 63 -

NASAA

SERIES 7 -

FINRA

Chartered Alternative Investment Analyst - Private Markets

CAIA

Graduate Degree - Leadership

Tecnológico De Monterrey

Graduate Degree - Corporate Finance

Universidad EIA

Private Equity Master Class -

Harvard Business School

Bachelor of Engineering - Management

Universidad EIA

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David Lopez