Conrad Albrecht, CFP®

Experience

• 

  German-Brazilian Chamber of Commerce and Industry

  Jan 2006 - Jul 2008

  - Responsible for customs consultancy, credit analysis and market studies for international trade.- Restructured the business strategy/model, commercial round-tables and portfolio of solutions.- Coordination of the economic research team responsible for the internationalization projects.- Economic research of European markets and market entry strategies for Brazilian companies. - Business development, assessment of long-term relationships with existing and new mandates.- Responsible for the expansion of key accounts with high demand for international trade.

  • Head of the International Trade Desk

    Jan 2007 - Jul 2008

  • Undergraduate Trainee and Senior Business Relationship Manager, Corporate Sales

    Jan 2006 - Dec 2006
• 

  EY

  Aug 2008 - Sept 2009

  Undergraduate Trainee & Financial Auditor

  - Auditing of the capital goods, food & beverage and energy sectors.- Auditing of financial accounts, statements and physical assets.

• 

  Adviser Asset Management

  Sept 2009 - Dec 2010

  Buy-Side Equity Research Analyst & WM Business Development

  - Value investing of multiple sectors of the BM&FBovespa exchange with emphasis for retirement portfolios.- Allocation advisory, investment recommendation for HNW & UHNW individuals.- Onshore business development: new H/UHNW mandates.

• 

  Itaú Asset Management

  Jan 2011 - Jun 2015

  > Expansion and consolidation of institutional mandates (equities/fixed income) across the Americas, EMEA and APAC.- Preparation of periodic reports of macroeconomic & geopolitical analysis of the Brazilian and LatAm markets.- Growth of the client base in North America with the identification of new mid-small AMs and WMs accounts.- Consolidation of the business footprint with Strategic and Key Accounts with Banks and AMs in APAC.- Re-structure of the managerial CRM model, serving as a benchmark for other internal departments.- Introduced a new monthly snapshot report analyzing the AMs/mandates competitive environment.- Publication of monthly performance analysis of the investment mandates.- Consultation and interaction with Portfolio Specialists to address key.- Key wins with new SWFs mandates in the Middle East. Show less > Responsible for the market, liquidity and credit risk management of the AM Institutional portfolios.- Participation and sign-off, voting/veto power on the corporate credit exposure review committee for AM portfolios.- Responsible for the calculation, sign-off and publication of the daily equity options volatility surface (model: B&S).- Developed a new daily credit risk control, mainly with DVA, CVA, CVaR, concentration and exposure risk analysis.- Responsible for the ALM, collateral and counterparty risk analysis of the bank's proprietary capital investments.- Analysis of the daily P&L of portfolios, correlation matrixes, VaR, stress testing simulations and MtM analysis.- Promotion of educative trainings of the risk management and financial assets pricing methodologies.- Developed a new risk control and internal credit rating scores for corporate debt issuances. Show less

  • International Business Development, Senior Advisor

    Mar 2014 - Jun 2015

  • Portfolio Risk Modeling, Senior Associate

    Sept 2012 - Mar 2014

  • Structured Financial Products Senior Analyst

    Jun 2011 - Aug 2012

  • Graduate Trainee Program, Job Rotation Wealth Management and Services, WMS

    Jan 2011 - Dec 2011
• 

  MSCI Inc.

  Aug 2015 - Sept 2022

  > Business Structuring & Product Strategy:- Expansion the industry leadership and market consolidation of MSCI Indices & ESG Solutions.- Structured the strategy and execution for Licensing ETPs based on MSCI Indexes.- Implemented Asset Based Fees and launch of the first ETFs based on Flagships, Megatrends & ESG Indexes.- Established new partnerships with Regulators, SROs, Supranational, Governmental Institutions and News Agencies.- Responsible for converting Corporate Issuers into a brand new client segment for ESG Solutions.- ESG Debt Financing: Licensed the first SLB/ESG-flavored and Green Bonds in LatAm linked to MSCI ESG Ratings/KPIs.- Go-to-market Index and ESG Solutions strategy targeted to the Buy/Sell-side industry and Corporates.- Keynote Speaker for ESG Investing and Index Solutions events, conferences, panels, and webinars.> Business Execution & Financial Results:- Direct interaction with ~300 ESG Rated Companies in LatAm and Structuring ESG Data Intelligence Solutions.- Designed a winning strategy for Licensing ESG Solutions for Corporates.- Best results ever of Index and ESG business line in LatAm: multimillion levels.- Reached a leadership position providing Research Solutions for ESG Investment Integration.- Responsible for the multiplication of the ESG Sales by ~73.8x, 256% CAGR in 4.57 years.+ 7,283% ESG gross sales growth.+ 3,500% ESG client Base growth.+ 100% ESG retention rate, 0% cancels.+ Nº1 ESG Research provider in Latin America as per client base and run rate.+ ~90% of the ESG sales were driven by agreements generated in the region.#2 Top Performer Americas ESG Sales Specialist in H1'2022, 134% of the target.#1 Top Performer Americas ESG Sales Specialist in 2021, 416% of the target; and 191% ESG Sales Manager/Team Leader.#1 Top Performer Americas Index Sales Specialist in 2021, 136% of the target.#1 Top Performer Americas ESG Sales Specialist in 2020, 331% of the target; and 273% ESG Sales Manager/Team Leader. Show less - Accelerated Index & ESG Solutions outreach by replicating the successful Analytics business model developed in 2015 – 2017.- Key wins in LatAm ex-Brazil and over the competition, including direct displacements with integrated ESG Research solutions.- New territories conquered for the first time (new ESG clients) in the Mexican, Colombian and Peruvian markets.- Won key opportunities of ESG Indices and ESG Research Solutions under a highly competitive environment.- Focused the discovery of new prospective clients that are UN-PRI signatories in Latin America (n = ~100). Show less - Re-engineered the Analytics business model from scratch by emphasizing a client centric approach on areas of critical demand. - Financials: sales were stagnated and shrinking due to cancels; revamped the numbers and achieved double digits growth.- Proactively engaged with clients for best practices and new investment topics for up-sell identification and retention.- Recovered the entire Analytics in LatAm from a deficit business to a profitable one within the first year in charge.- Leaded the 1MSCI strategy for the identification and emphasis on ESG & Analytics cross-selling opportunities.- Onsite and on demand financial modeling support of Brazilian and LatAm linear and non-linear instruments.- Keynote speaker on Analytics events, conferences, panels and webinars in Brazil and LatAm ex-Brazil.- Structured longer-term contractual agreements from 12M to 36M with new clients and key accounts.- Expanded the Risk/Portfolio Management flagship solutions in new territories for the first time.- Focused new sales with sophisticated and higher standard clients, mainly with AMs and HFs.- Technical consultancy on the modeling best practices of Brazilian financial instruments.- Organized new partnerships with consulting and complimentary Analytics vendors.- Onsite training and consulting for existing clients and on-boarding for new clients.Main Attainments*: best results ever obtained in the history of MSCI Analytics business line in LatAm.+ 135% Analytics run rate growth (the majority being driven by new sales, not up-sells).+ 200% Analytics client base growth and + 90% Analytics retention rate.+ Nº1 Analytics provider choice for the highly complex use-cases within LatAm Hedge Funds.+ 100% of the Analytics sales were driven by local agreements and not from International Global Deals.* Since on-boarding in Sep-2015 to Jun-2018 and compared to the last three years prior to the re-engineering from 2012 to 2014. Show less

  • Head of LatAm Index and ESG Strategy & Business Development, Vice President

    Jan 2020 - Sept 2022

  • Head of LatAm Index, ESG and Analytics Business Development, Vice President

    Jun 2018 - Dec 2019

  • Head of LatAm Analytics Business Development & Consulting, Senior Associate & Vice President

    Aug 2015 - Jun 2018
• 

  Eurasian Development Bank

  Sept 2022 - now

  > 5th cycle: mainstreaming the new E&S Framework, climate risk management and climate financing:- Execution of the new E&S Framework: a pivotal shift in the Bank’s commitment to integrate a cutting-edge sustainability and risk management procedures, from screening, profiling, contributions/impacts, due diligence and monitoring applicable to all financial operations and project cycles. A novel operational excellence, peering up with other leading MDBs and facilitates better alignment of investments with long-term sustainability and climate goals.- In-house climate physical risks assessment: designed to comprehensively evaluate the vulnerability of its investment portfolio to climate-related events. A tailored forward-looking approach that integrates advanced analytics and scenario modeling, focusing on acute and chronic climate hazards such as extreme weather and long-term environmental shifts. By enhancing its ability to spotlight exposure and mitigate climate risks, the Bank aims to improve resilience and readiness across its financing operations, powering better credit decision-making and portfolio alignment with sustainable finance objectives and development impacts.- Capacity-building: “Sustainability 101” training aimed at enhancing the foundational understanding of sustainability among staff members across all divisions. If focuses on equipping employees with the knowledge needed to incorporate sustainability into their day-to-day responsibilities. Covering key topics such as ESG principles, risk management, and sustainable finance, the program will foster a culture of sustainability and strengthen the Bank’s ability to align with its long-term sustainable development goals.- Climate finance: assessment of common industry methodologies for climate finance tracking and PA alignment. The Bank initiated a process of recording and monitoring financial operations data, serving as a baseline for future climate target-setting in the Bank's next strategic cycle. Show less ↻ Sustainability governance:- Established in 2023, the high-level Sustainability Committee represents a significant milestone in the institution’s commitment to sustainable development in Eurasia and with its member states.- The Committee constitutes the main executive leadership forum dedicated to advancing the Bank’s Sustainability Strategy, exercising effective stewardship and oversight at the highest governance level. It enables faster decision-making and resolution of material issues intrinsically part of the realm of responsible development, with the coordination of collaborative work and collegial discussion of the Bank’s key areas, comprising permanent decision-makers at the Board level, and includes the representation of relevant stakeholders, from directors and heads of divisions to managers and special invitees of other specialists and experts crosswise different areas of front- middle and back offices, contributing to enrich the debate and take into account a diverse set of perspectives to address the deliberation of strategic cross-functional objectives.- It has a formal Regulation available for internal / external stakeholders and has a minimum semi-annual frequency. Its objectives are directly related to the national strategies of the member countries, sectors of the economy, and sustainability-orientated projects, inter alia, i.e.- establishing sustainability priorities, goals and objectives; - considering green and social projects, including issue ESG debt financing mechanisms;- considering decisions to improve corporate governance and internal procedures in E&S responsibility;- assessing the Bank's sustainability report and other extra-financial disclosure initiatives;- evaluating the Bank's contribution to the member states achieving the UN SDGs;- considering issues related to projects with significant potential sustainability risks;- discussing issues related to the Bank's accession in standards/programmes related to sustainability. Show less ↻ 4th cycle: development of a continued improvement cycle of EDB's ESG credentials, including ESG Ratings and measurement of its carbon footprint:- A recurring advisory framework was established by the Sustainability Committee aimed at the enduring enhancement of material ESG procedures and included the setup of an executive-level task-force with front, middle and back office divisions for its implementation. The cross-sectional and collaborative approach entails not only the refinement of existing practices but also the formulation of additional regulatory schemes to meet the evolving methodological standards of ESG rating agencies. This fast-paced framework also prioritizes the alignment with internationally recognized benchmark-setting standards and common methods of the industry, signaling EDB’s continued dedication to raise its own sustainability credentials and to be reflected in the final scoring of the ESG Ratings of the Bank.- GHG emissions calculation: in 2023, EDB's carbon footprint was calculated for the first time. Direct Scope (S1), indirect energy-related (S2), and other indirect (S3), and an estimation of positive climate effects of financed projects, namely the amount of emissions avoided and reduced (S4) were assessed. > Comprehensive revamp of EDB's sustainability-section website:- Content enrichment, increased disclosure and expansion of available documentation and publicity. The initiative continuously increases its transparency and ensure timely reporting to all stakeholders. Show less > 3rd cycle: establishing an industry-leading E&S assessment:- New E&S Framework Policy and Execution ordainment (in effect since Jan'24), harmonized with premier practices of the industry and market standards: - Integrated set of E&S and governance procedures applied to all Project Finance activities of the Bank in Eurasia, from conceptual to monitoring phases, full-stage project cycle. The core process aims to prevent, mitigate and/or minimize the occurrence/breaches of E&S risks and adverse impacts of projects, while also factoring in its positive effects. At the company level, an ESG maturity profile is traced by the Bank with the purpose to identify implied risks of business association and provides an opportunity for the client to raise up its own standards.- New Exclusion List: activities permanently forbidden by established regulations; and those preemptively excluded by not being in conformity with the Bank’s mandate, its social-environmental responsibility and sustainable development, including the provision of conceivable exceptions with a detailed guidelines document and its applied toolkit.- Project E&S DD: analysis of ex-ante effects of projects (impacts, taxonomy compliance, project category), targeting to reduce negative / enhance positive impact of its financing, assessing the safety by 8 Safeguards, identifying deviations as warning signals for the Bank to undertake most feasible/affordable measures of impact mitigation.- Assessment of borrowers and E&S effects of projects: supplementary appraisal of borrowers’ commitment to best sustainability practices and the positive contributions to several E&S aspects, from pollution/emissions reductions, resource/energy efficiency to local engagement and benefits for society, among others.Add-on E&SF resources available on EDB’s website (link below): - Exclusion List & Exceptions Tool.xlsx.- E&S Safeguards Checklist.xlsx.- E&S Project Contributions Form.xlsx.- ESG Borrower Profiling Form.xlsx. Show less > 2nd cycle: establishing the foundation of sustainability integration:- Execution of the short- and mid-term building blocks of sustainability risk management architecture, governance, and disclosure of the Bank.> Outlining the sustainability approach of the Bank:- Sustainability Principles: recognizes both enduring and rapidly shifting global and regional sustainability priorities, as well as the interdependence of sustainable development, long-term economic growth, and human prosperity. The release of six guiding, interconnected principles, underscores the Bank's commitment to international best practices. These principles embed environmental, climate, social, and governance factors into its business operations, projects, financial strategies, and decision-making across the entire value chain. This strict alignment strengthens the Bank’s impact in fostering sustainable development in Eurasia and enhances its accountability to a broad array of stakeholders. Ultimately, these efforts support EDB's ambition to become Eurasia’s leading sustainable financial institution.- P1. Sustainable Governance and Responsible Investment.- P2. ESG Risk Management as a Pillar of the Bank’s Activities.- P3. Financing Meaningful Sustainable Development.- P4. Supporting Member States and Clients in their Sustainability Journey.- P5. Managing our own Operations and Impact.- P6. Accountability to all Stakeholders.- Sustainability Materiality: a comprehensive 4-stage stakeholder survey and assessment established the identification of key ESG priorities and align internal and external interests. This strategic approach reduced information asymmetries and demonstrated the Bank's commitment to incorporating diverse perspectives as part of its decision-making process. The findings were deterministic for developing and guiding actionable roadmaps, KPIs, resource allocation, also supporting the design of the new E&S Framework, and advancing EDB’s sustainability-driven objectives. Show less > 1st cycle: laying the groundwork for sustainable leadership: - ESG integration, benchmarking, and cultural transformation.- Recognizing that swift integration of sustainability issues into the organizational framework will enable the Bank to reap tangible benefits more rapidly, an expedited assessment of the Bank's current ESG credentials was performed. Main objective: identify critical gaps and deliver immediate short-term results that would strengthen the Bank's risk management capabilities, effectively de-risking and/or minimizing exposure to the materialization of potential acute/chronic ESG risks.- Internal screening: in-depth assessment of ESG maturity level, integration and oversight by a thoughtful quant/qualitative analysis of evidence-based key strengths, weaknesses, opportunities and threats, including external methodological evaluations, i.e. ESG Ratings. Evaluation of the functional structure of the Directorate, its regulatory mandate, policy framework, operational workflow, due diligence, project monitoring and procurement processes, and performance indicators, including a cross-cutting review of protocols from other divisions with existing E&S implications as part of the Bank’s Project Cycle Regulation. - External benchmarking: literature review, analysis of global best practices: adherence to principles, goals, standards, ESG Rating Agencies and disclosure guidelines; and research into the consolidated profiles and practices of leading peers, incorporating joint/common methodologies within the industry.- Driving the sustainability culture and human capital transformation: through a collaborative engagement approach with internal teams across all levels of the organization, a series of targeted trainings were established. An initiative focused on enhancing the knowledge of stakeholders and raising awareness, underscoring the critical importance of strengthening sustainability credentials as a fundamental aspect of investment process. Show less

  • Head of the Directorate of Sustainability, Managing Director

    Jan 2024 - now

  • Deputy Chairman of the Sustainability Committee

    Jul 2023 - now

  • Head of the Directorate of Sustainability, Managing Director

    Jan 2023 - now

  • Head of the Directorate of Sustainability, Managing Director

    Jul 2023 - Dec 2023

  • Head of the Directorate of Sustainability, Managing Director

    Jan 2023 - Jun 2023

  • Head of the Directorate of Sustainability, Managing Director

    Sept 2022 - Dec 2022