Pablo M. Vera Fabbri, CFA

Experience

• 

  Banco Mercantil Santa Cruz

  Jun 2003 - May 2005

  Corporate Banking Officer

  Managed a commercial loan portfolio focus on the largest 5% of the corporate clients with actual or potential financial problems, through a variety of industries (textiles, leather tanning, plastics, and others)Performed supervision site visits and met with executive management teams on regular basis to assess borrower compliance with financing agreements (production, sales, and financials) and to review financial forecasts. Designed, and proposed on loan restructuring strategies; performed extensive due diligence to assess and consult on the use of sound business practices.Negotiated with clients new loan terms; prepared, proposed and defended the transaction proposals in credit committees at different levels within the organization. • The non-performing loans ratio was reduced from 14% to 9%, outperforming the domestic banking system average (team achievement).• Participated on the successful loan restructuring of the second largest commercial loan under supervision, which led to my appointment as member of the board of directors of the restructured company. Show less

• 

  Cambridge Partners & Associates, Inc.

  Oct 2007 - Sept 2011

  Associate - Valuation Group

  Performed business valuations, as well as valuation of intangible assets for financial reporting, pre-transaction due diligence, management considerations, fairness opinions, financing purposes, and for other similar usesConstructed and reviewed valuation models and other financial models including: DCF, comparable company, comparable transaction, and intangible asset modelsPrepared valuation reports from start to finish, including management interviews, in-depth industry, market, and competitor research, and valuation analysis. Assisted in designing the scope of work for engagementsPerformed reviews of third party appraisals• Successfully performed 50+ business valuations for companies in different industries.• Implemented creative solutions to expand the valuation model capabilities, and to keep it up to date with current valuation techniques. Show less

• 

  Independent Consulting

  Oct 2011 - Dec 2013

  Corporate Finance Consultant

  Performed financial and business due diligence, and financial modeling for project finance and new business opportunities purposes.Analyzed new business opportunities, led negotiations to acquire distribution rights of new brands, coordinated efforts of team members, and assisted management in developing new ideas to promote sales of underperforming brands. • Constructed financial model successfully used to demonstrate the financial viability of an ethanol and sugar plant with projected sales of $100MM+, seeking $35MM in additional financing to fund working capital needs.• Performed cash flow projection modeling to assess financial feasibility of new business unit in the durable goods wholesaling industry with projected sales of $10MM+.• Effectively acquired distribution rights for 2 new brands, and assisted in the inclusion of 2 additional brands to the portfolio of Bolivia’s largest retailer/wholesaler of appliances and durable goods. • Advised client in the valuation of Health Care Services company for M&A purposes. Show less

• 

  IDB Invest

  Jan 2014 - now

  Manage a portfolio of equity and quasi-equity transactions in the corporate, infrastructure, and financial institutions sectors in LATAM.Build relationships and work with portfolio company management teams to monitor performance and to execute investment strategies during the holding period, ensuring that the investments are on track to meet their objectives.Analyze and recommend investment decisions and actions requiring shareholders' approval, as well as represent interest ownership at shareholders meetings.Lead and work alongside team members on the ongoing monitoring and preparation of supervision reports, ensuring that counterparts comply with internal risk policies and guidelines, and liaising closely with the credit risk management, environmental and social, legal and finance departments, among others. Show less Managed portfolio exposures in the Corporate and Project Finance segments in LATAM, developing strong relationships with existing clients through company visits, management interviews and quarterly calls with management and/or sponsorsAssessed transactions risk profile, proposed and defended internal credit ratings, identified transactions showing signs of stress, delinquency or deteriorating credit rating, prepared annual supervision reports, and tracked key financial covenants and terms and conditions contained in loan agreements with borrowersResearched and kept abreast with market movement, financial/ economic policies and trends in the Latin American region Show less Assisted the portfolio management division chief in performing in-depth reviews of selected projects within the portfolio of investments, including reviewing supervision reports, client financial statements, operational parameters, collateral analysis, projections, and prepared summary reports.Participated in the organization of the first portfolio management conference among international developmental banks, which was attended by roughly 20 multilateral institutions focused on developmental finance from around the world.Prepared presentations for the senior leadership team, and contributed to the development of new or revised tools, methodologies, and procedures.Provided guidance to junior staff on the utilization of different tools and financial models. Show less

  • Lead Officer - Portfolio Management | Equity & Mezzanine

    Aug 2023 - now

  • Portfolio Management Officer - Equity & Mezzanine

    May 2021 - now

  • Portfolio Management Officer - Corporates

    Feb 2015 - May 2021

  • Consultant - Portfolio Management Division

    Jan 2014 - Feb 2015