Kari D. Bergman, CFA

Experience

• 

  Bishop McNamara High School

  Aug 2004 - Aug 2010

  Spanish Language Educator

  Designed curriculum (Spanish 1, 2, 3, 4 and Honors) and led implementation of upper-level Spanish course program. Taught classes of up to 30 students with diverse learning styles and language backgrounds. Co-managed student exchange program with sister school in Pamplona, Spain (2006-2008).

• 

  PineBridge Investments

  Jun 2012 - Aug 2012

  Equity Associate, Graduate Intern

  Awarded funding for graduate internship with Latin American equity portfolio management firm in Santiago, Chile. Built Bloomberg-linked Excel model comparing financial indicators of dominant mall owners in Brazil and made investment recommendations to senior stakeholders based on model results. Conducted research on macroeconomic trends and consumer demand in Brazil, Chile, Mexico and Peru.

• 

  Export-Import Bank of the United States

  Sept 2012 - Dec 2012

  Graduate Intern, Asset Management Division (AMD)

  Supported portfolio managers of emerging market portfolios in the Project & Corporate Portfolio Management Group of EXIM's Asset Management Division. Evaluated borrower solvency, drafted credit rating briefs, reviewed conditions precedent for disbursements and conducted political risk assessments in key markets.

• 

  IDB Lab

  Dec 2012 - Mar 2013

  Graduate Intern, Multilateral Investment Fund (MIF)

  Developed Excel-based mapping tool to track project implementation of technical cooperations and grant financing for nearly 300 projects in Latin America and the Caribbean. Strategized mapping purpose and implementation, conducted team member trainings, analyzed mapping data and presented results to management. Reviewed documents in English, Spanish and Portuguese.

• 

  Kroll

  Sept 2013 - Jun 2014

  Country and Political Risk Associate - Latin America

  Analyzed political, economic, financial and security events in Latin America and the Caribbean for daily briefs to corporate clients. Authored monthly and ad-hoc reports highlighting key events and potential risk factors in Latin America with a focus on the energy sectors in Mexico, Brazil, Venezuela and the Southern Cone.

• 

  Inter-American Development Bank

  Jul 2014 - Dec 2015

  Consultant

  Worked in the IDB Group's Structured and Corporate Finance Department (SCF) prior to the reorganization of the private sector operations of the IDB Group. See duties and responsibilities under IDB Invest.

• 

  IDB Invest

  Jan 2016 - Jun 2018

  Consultant - Portfolio Management Officer

  Managed portfolio of project and corporate finance infrastructure loans in LAC's private sector, including non-sovereign guaranteed transactions (PPPs). Focused on renewable energy (hydro, solar and wind) and transportation (airports, toll roads, logistics and ports). Additional experience in telecommunications and water & sanitation.

• 

  NADBank

  Jul 2018 - now

  Senior Infrastructure Financing Specialist