Rafael B. Elias, MBA, FIC, FMVA, CBCA, CMSA

Experience

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  Carbon Business Development

  Sept 2012 - Sept 2013

  Business and Project Manager / Technical Writer

  OutlineReporting to the MD / owner of a Cayman-based tech startup I oversaw a range of projects aimed at process improvement and revenue generation across numerous industries including insurance and bankingReason for DepartureTo focus on full-time undergraduate studies and captaining the CFA Global Research ChallengeKey Responsibilities➢ Maintained client relationships, engaged new clients, and generated sales in the tens of thousands➢ Managed simultaneous projects, tasks, and a team of three in-house developers➢ Attended weekly and monthly progress report meetings with clients➢ Assisted in final product design by creating webpage and system logic mockups➢ Created and delivered finished product reports to clients with live demonstrations➢ Provided customer support post-product delivery (training, technical manuals, service packages) Show less

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  CFA Institute

  Aug 2013 - Feb 2014

  Team Captain (CFA Global Research Challenge 2013/14)

  OutlineRepresented the Cayman Islands as one of five members, and team captain, of Cayman’s inaugural national CFA Institute Research Challenge team during the Challenge’s 8th yearReason for DepartureCompletion of ChallengeKey Responsibilities➢ Assumed the role of a research analyst to value a publicly traded stock, write an initiation-of-coverage report, and present and defend trade recommendations to a panel of industry experts at the local level competition in Dallas, Texas➢ As undergraduates competed against three teams of MBA students from the Central America Region➢ Voted "Best Individual Presenter" within the Central America region competition bracket➢ Participated in various finance conferences in both Dallas, Texas and the Cayman Islands➢ Assisted in the creation of a formally accredited course at UCCI designed around participation in the CFA Global Research Challenge Show less

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  Wheaton Precious Metals

  Jul 2014 - Jul 2019

  OutlineReporting to the Vice President, Streaming Operations & Metal Sales of the largest publicly traded precious metals streaming corporation I ensured successful execution of a board-approved sales strategyReason for DepartureTo attend full-time MBA studies in the UKKey Responsibilities➢ Maximized returns on a near-billion-dollar trading book through daily broad market analysis➢ Contributed to long-term revenue generation by researching new lines of business➢ Generated new business during meetings with industry experts and bullion bank senior staff in NYC➢ Ensured timely revenue generation through management of back-office trading functions➢ Monitored risk exposure through regular counterparty risk analysis➢ Ensured policy adherence through daily analysis of sales and forecasting➢ Ensured the SOX compliance of monthly sales packages➢ Improved corporate reporting through development and maintenance of asset tracking tools➢ Coauthored periodic research reports to improve strategic planning Show less Key Responsibilities➢ Maximized returns on a near-billion-dollar trading book through daily broad market analysis➢ Analyzed and provided regular commentary on performance of firm’s smoothing strategy➢ Performed in-depth country risk analysis to aid hundred-million-dollar investment decisions➢ Improved strategic planning through active management of a half-dozen commodity price models➢ Managed contract compliance related to five partner mining firms to ensure policy adherence➢ Minimized risk through regular bullion bank due diligence analysis and presentations➢ Redeveloped and managed daily company-wide circulars to improve reader engagement➢ Published monthly gold and silver sales, ETF, CFTC, and market volatility reports➢ Authored a dozen research reports on diverse topics such as the oil market and central bank policy➢ Coauthored numerous reports, board presentations, and Analyst Day 2016 presentations Show less Key Responsibilities➢ Analyzed a half-dozen base and precious metals to improve daily trading strategies➢ Used Bloomberg analytics, headline news, and sentiment to form an intraday view➢ Provided analysis on daily market commentary with a half-dozen global bullion banks➢ Analyzed mine supply chain and precious metals sales process➢ Contributed to the development of a commodities options sales strategy to manage risk➢ Monitored contract compliance and managed sales summary verification to ensure policy adherence➢ Authored an externally published report and coauthored numerous internal reports Show less

  • Senior Financial Analyst

    Jan 2017 - Jul 2019

  • Financial Analyst

    Jan 2015 - Dec 2016

  • Metals Analyst Intern

    Jul 2014 - Dec 2014
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  Elias Consulting

  Jul 2020 - now

  Managing Director & Founder

  OutlineReporting to the management, owners, and key stakeholders of international firms, startups, and policy institutes I provide independent consultation on the metals & mining industry, sustainability and renewables, startup development opportunities, investment opportunities for HNWI, and the digitalization of mature firms to successfully compete in the modern worldKey Responsibilities➢ Advising clients on the metals & mining industry, the global transition to a low-carbon future, the development of startups into mature firms, and the digitalization of mature firms to maximize efficiency➢ Services include finance consulting, technology consulting, strategy / management consulting, research, operations consulting, people & organization, agile transformation, and fractional executiveship➢ Clients include major consultancy firms, international mining firms, HNW investors, Vulcan Metal Streaming, Arch & Godfrey, Cayman Structural Group, YMCA, Periwinkle Cayman, Exodus (Cayman), Fortress (Cayman), Consulate of Spain, YCLA, Governor's Award (Cayman), Sparked Digital, IntelliDigest, and Wood Plc➢ Client industries include construction, property development, startups, non-profits, extractive, and HNW investors➢ Engagements tend to be long-term in nature (e.g. multi-month to multi-quarter) and organized directly with clients, typically involving managing multiple key projects across all business lines➢ Short-term engagements (e.g. niche expertise calls) are typically organized through intermediaries such as AlphaSights, Dialectica, and Guidepoint Show less

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  Vulcan Metal Streaming

  Jul 2020 - Apr 2022

  OutlineAdvising senior management and external legal counsel I provided management consultation on developing an early-stage precious metals streaming firm into an international, multi-hundred-million-dollar business ventureReason for DepartureTo focus on building a diversified book of clients across an array of industries beyond metals & miningKey Responsibilities➢ Developed all aspects of an early-stage precious metals streaming firm – including its business plan, entity incorporation, banking, and fundraising – through regular collaboration with senior internal and external stakeholders Show less

  • Senior Management Consultant

    Nov 2021 - Apr 2022

  • Management Consultant

    Jul 2020 - Oct 2021
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  Periwinkle Cayman

  Nov 2021 - Oct 2023

  OutlineI assisted in the development and management of a 5-star property portfolio on behalf of my family-owned business to ensure world-class completion and handover of finished units to buyersReason for DepartureCompletion of development (construction, sales, etc.)Key Responsibilities➢ Assisted construction and property managers to finalize the fit-out and handover of completed units to buyers - including the US$80 million Periwinkle Cayman sustainable residential community (LEED Gold) Show less

  • Consultant

    Apr 2022 - Oct 2023

  • Consultant

    Nov 2021 - Mar 2022
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  Arch and Godfrey

  Feb 2022 - now

  OutlineWorking closely with the owner, executive team, and key external partners of Cayman’s leading construction firm I manage an array of long-term, cross-departmental digitalization projects aimed at unlocking key company-wide synergies alongside managing numerous operational and business development, client-focused projects in a fractional executive capacity (akin to COO, with elements of CTO and CMO)Key Responsibilities➢ Managing key long-term digitalization projects alongside operational and business development responsibilities in a fractional executive capacity➢ Development involvement of near-US$1 billion includes Health City Camana Bay, Governor’s Village, Watermark, Marea, and CBHS - including in a market and project analysis capacity➢ Arch & Godfrey has been proudly owned and operated by my family since its founding in 1972 Show less

  • Consultant

    Feb 2024 - now

  • Consultant

    Feb 2022 - Jan 2024
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  Sparked Digital

  Apr 2024 - now

  Business Development Consultant

  OutlineWorking closely with the founders, executive team, and key external partners of a leading Canada-based digital marketing firm I act as a business development specialist generating and maintaining client and partnership relationships across an array of industriesKey Responsibilities➢ Identifying and contacting potential clients / partners through networking / marketing methods➢ Identifying opportunities for local / regional marketing and advertising campaigns➢ Adapting sales collateral for the local market➢ Creating business development / sales presentations➢ Advising on pricing strategies➢ Identifying new products that would suit the local market➢ Developing project proposals with support from the team➢ Assisting with managing contracts➢ Other related activities as required Show less