Mauro Leos

Experience

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  CEMEX

  Jan 2002 - Jan 2002

  Global Treasury (Back-office)

  • Supported management of debt exposure, derivative exposure and interest rate exposure within CEMEX's Global Treasury department; • Trade clearance of FX, interest-rate, and currency derivatives;• Delivered investor relations information to global investment banks, investors, and creditors.

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  Omnilife

  Jun 2005 - Aug 2006

  Corporate Development

  • Led a project to establish Omnilife Group’s China Representative office;• Developed relationships with Chinese suppliers, distributors, local governments, and technology parks;• Set-up Omnilife’s China market-entry strategy, brand registration, and initial distribution network.

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  Standard Chartered Bank

  Jan 2006 - Jan 2010

  Relationship Manager -- Financial Institutions

  Leading international bank. Offered corporate banking solutions and addressed financial institutions' Greater China banking needs.Products: Transaction Banking and Capital Markets solutions for Global Banks and Chinese banks.• Developed and managed relationships with global OECD banks;• Conducted monthly client plans and revenue reviews for submission to senior management;• Offered trade finance, FX clearing, and financial derivative products to financial institutions;• Monitored interest rate, industrial, and policy risks for clients;• Created new business opportunities through the China Gateway program. Show less

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  CITIC Securities

  Apr 2010 - Jun 2012

  Vice President

  CITICS is China's leading investment bank. I worked within CITICS' QFII team, servicing large global institutional investors investing in Chinese capital markets. Developed institutional investor relationships in North America, Asia, the Middle East and Africa.• Advised Senior investment officers on China market-entry investment strategies• Collaborated with equity research and trading teams for bottom-up investment recommendations• Organized financial regulator meetings, investment management visits and China road-showsSelect Achievements:• Obtained QFII investment mandate from large institutional investors with assets under management (AUM) exceeding $170bn: Ontario Teachers' Pension, The Bank of Korea, Kuwait Investment Authority, Korea National Pension Service. • Worked with several sales teams to help raise HKD $1.7bn, for CITIC Securities’ IPO (1st dual IPO by a Chinese broker). Show less

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  Samambu LLC

  Jan 2013 - Mar 2014

  Intellectual Property Strategist

  Samambu's Intellectual Property strategy is an integral part of its business model. Its IP portfolio leverages intellectual assets such as patent-pending technology, trademarks, designs, and bamboo materials know-how. Through it, Samambu aims to create a profitable and sustainable business, while reducing the world’s carbon footprint. http://www.iit.edu/news/iittoday/?p=13859http://blogs.iit.edu/stuart/tag/entrepreneurship/

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  Neuheit Associates LLC

  Jun 2013 - Dec 2014

  Co-founder

  Intellectual Assets have grown to account for 80%+ of a company's value, yet these assets are largely under-utilized, and even ignored. We help Middle-market companies assess, manage, and leverage their intellectual property. Our Finance, Information, and Strategy practices are anchored in our commitment to help our clients maximize their financial results by extracting greater value from their ENTIRE intellectual property portfolio.• Conducting comprehensive audits of intellectual property portfolios (including trademarks, patents, copyrights, and trade secrets);• Analyzing technology licensing contracts between institutional investors and operational users;• Providing licensing strategies; • Developing relationships with leading startups;• Engineering IP rating methodology for patents;• Global commercialization study of thermal management technologies -- Automobile and Power-grid storage sectors;• Delivered strategic IP recommendations related to protection & registration of new IP assets. Show less

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  Enclave Capital, LLC (FINRA, SIPC)

  Oct 2014 - Feb 2015

  Director

  Partnered with leading Emerging Market brokers to provide research, trading and corporate access services into Asia, CEE, Africa and the Middle East. * China, Hong Kong and Indonesia equity markets* USA non-deal roadshows* Asia Pre-IPO and private placement transactions* Chinese ADR sales & trading

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  CITIC Securities International

  Feb 2015 - May 2017

  Associate Director

  EQUITY SALES • China research solutions for CIOs, Senior Investment officers, and Portfolio Managers in mutual funds, hedge funds, government pensions, and university endowments• Chinese mutual fund evaluation and roadshows to the US and Canada• China company roadshows & translation (Midea, Maanshan Iron & Steel, SAIC Motor, Sinopec, China Railway, Yili, etc.)

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  CLSA

  Jun 2017 - Dec 2019

  Institutional Equity Sales

  EQUITY SALES • Investment recommendations (14 markets) and investment solutions to global institutional investors• Valuation screens and security models to explain intrinsic value and equity risk premiums (ERP) to clients• 3 high-conviction model portfolios• Partnered with internal specialists, marketing and research teams to grow our firm’s wallet in the Americas • Access services (i.e. investment seminars, company roadshows, mutual fund visits, etc.) • China macro & markets insights, as well as Chinese translation for clients• Organized first US Tech & Consumer China Week for gold and platinum-level clients • Business Chinese translation for investors and Chinese corporatesSELECT ACHIEVEMENTS:1) Sales -- Team achieved #1 ranking for China A-share (equity) business in North America2) Advisory -- Outstanding long term returns in (model) high-conviction equity portfolios 3) Relationship management – enabled growth of key Institutional accounts4) Insights -- Widely-read market commentary (Beat of Asia) 5) Business Development -- Deepened relationships with large North American pensions & endowments 6) Client service -- Corporate and Investor roadshows in NY, Boston, San Francisco, Chicago, Connecticut, and Salt Lake City Show less

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  Next Pronto Capital Advisors

  Jun 2020 - now

  Fiduciary Financial Planner

  Next Pronto offers TRANSFORMATIVE financial planning. We help you win the "Game of Financial Life"!INVESTMENT MANAGEMENT & TAX PLANNING• Helping you deal with the psycholgical issues of investing. • Helping you avoid behavioral mistakes. • Reducing your lifetime tax expenses.• Crafting your UNIQUE financial plan, including tax planning, estate planning, retirement planning, budget management, education planning, healthcare planning, etc. • Constructing nuanced investment portfolios that incorporate your risk tolerance & income needs.• Tax modeling and "tax diversification" strategies unique to you.• Using best-in-class funds and tax-efficient vehicles.• Monitoring your investment goals and rebalancing portfolios as your life evolves.CORPORATE BENEFITS PLANNING• Guiding you on Restricted stock units (RSU).• Crafting exit, promotion, or retirement strategies at your current job.• Incorporating your spouse's corporate benefits into your household's financial plan.• Advising on optimal disability insurance, life insurance and long-term care coverage.• Evaluating your company benefits (i.e. 401(k) contributions, deferred compensation, stock options, performance bonus, etc.). Show less